Hybrid Client Experience Manager - Estate Planning
WizeHire
A growing Estate Planning Firm is looking for a non-attorney Salesperson, referred to as Client Experience Manager. This role involves conducting sales conversations to identify and resolve clients' complex estate planning issues. Candidates must possess consultative sales experience and a mature approach to sensitive conversations. The position offers the opportunity for personal and professional growth in a hybrid work environment, where most work is remote, with occasional in-person consultations. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Hybrid Client Experience Manager - Estate Planning in Indianapolis, IN vacancy
- A wealth management firm in Indianapolis seeks a Client Relations & Marketing Manager. This role involves strategic... ...management to enhance client experiences and brand presence. Ideal... ...compensation, including a bonus plan and a hybrid work environment. #J-18808-Ljbffr...Suggested
- Patient Engagement Project Manager (Direct Portfolio Project Manager) (Hybrid - Indianapolis, IN) Contract with Possible... ...Medical Device and Biotechnology clients to provide solutions to complex... ...of management or coordination experience in clinical trials 3+ years of patient...SuggestedFull timeContract workShift work
- ...Client Service Representative Responsible for external support to clients for an... ...ensuring service levels produce a positive experience for real estate clients resulting in client retention... ..., deadlines and escalation needs. Manage client renewal process ensuring all...SuggestedWork experience placementWork at office
$75k - $80k
...pivotal role involves executing supplier agreements, managing supplier performance, and driving digital... ...chain management, at least 3 years of purchasing experience, and strong interpersonal and leadership skills. The hybrid position offers a competitive salary of $75,000...SuggestedAlfa Laval
Greenwood, IN4 days ago- ...Delta Dental Plan of Michigan, Inc. is seeking an Account Manager II in Indianapolis, IN. The role entails servicing and retaining clients while ensuring all service needs are met.... ...least one year of relevant experience. Offering a hybrid working model, the company provides...Suggested
Delta Dental Plan of Michigan, Inc.
Indianapolis, IN4 days ago $45 - $50 per hour
...CAI is seeking a motivated Program Coordinator in Indianapolis, IN, for a full-time, hybrid position. The ideal candidate will have at least 2 years of experience in EMS, healthcare coordination, or public health. Responsibilities include assisting with agency onboarding...Hourly payFull timeCAI
Indianapolis, IN4 days ago$90k - $100k
...systems across what we do. Position Summary: As our Client Safety & Risk Manager, you'll be the architect and guardian of our enterprise-... ...also care about implementation on the ground Proven experience developing and implementing enterprise-wide policies, operational...Full timeTemporary workWork at officeFlexible hoursShift workBierman Autism Centers
Indianapolis, IN5 days ago- ...Central Indiana (Districts 5–7) Hybrid - 1 day onsite, 4 days in the... ...across Indiana. Our client is leading Indiana’s 5-year... ...that combines relationship management, operational coordination, and... ...Required / Desired Years of Experience Experience in EMS,...Full timeLocal area1 day per week
aFit Staffing Inc.
Indianapolis, IN4 days ago - ...Indianapolis seeks a Trampoline & Tumbling Program Manager to provide operational support, manage... ...'s degree and 2 years of relevant experience, along with strong communication skills and project management abilities. This hybrid position offers the opportunity to support...
USA Gymnastics
Indianapolis, IN3 days ago - ..., IN 46032 Job Overview The Client Manager works with and supports Producers... ...or Terre Haute, Indiana – Hybrid: 3 days a week in office.... ...be determined based on your experience, skills, training, certifications... ...Protection Coverage, Legal Planning, Family Planning, and...Hourly payWork at office3 days per week
EPIC Insurance Brokers & Consultants
Carmel, IN3 days ago $50k - $60k
...full-time Academic Operations Director to manage academic programs and ensure a... ...ideal candidate will have 3-5 years of experience in Adult Education and strong leadership... ...with additional health and PTO benefits. Hybrid work options are available. #J-18808-Ljbffr...Full timeIndy Reads
Indianapolis, IN3 days ago- ...the Crowne Plaza Indianapolis Airport. You will supervise the Guest Services staff and ensure a welcoming and efficient check-in experience for all guests. The ideal candidate will possess strong leadership capabilities and a passion for hospitality. Responsibilities include...Flexible hours
General Hotels
Indianapolis, IN3 days ago - ...The Tap- Indianapolis, IN is hiring an Hourly Supervisor to lead the team in providing exceptional guest experiences. The role involves supervising hourly staff, training new members, and ensuring compliance with food safety regulations. The ideal candidate will have supervisory...Hourly payFlexible hours
The Tap- Indianapolis, IN
Indianapolis, IN4 days ago - ...A real estate development firm is seeking a Marketing Manager to lead and execute comprehensive marketing strategies that align with its growth objectives. The role requires over 7 years of progressive experience, overseeing brand management and digital marketing strategies...
CRG Residential
Carmel, IN3 days ago - ...Financial Staffing, LLC is seeking an FP&A Manager in Indianapolis, IN. This hybrid position focuses on leading the annual... ...financial models that support strategic planning. Ideal candidates will have 5-8+ years of experience in finance, particularly in construction...
- ...consistency in operations and standards. The position offers a hybrid work schedule, requiring one onsite day and four field days per... ...week, totaling 37.5 hours. Candidates with previous EMS or healthcare coordination experience are encouraged to apply. #J-18808-Ljbffr...
AFiT
Indianapolis, IN17 hours ago $103k - $183.92k
...Partnerships team for Autodesk Education Experiences leads the company-wide education strategy and manages our most important strategic... ...role can be fully remote or hybrid. Responsibilities Develop and... ...Background in strategic planning, e.g. management consulting, corporate...ApprenticeshipRemote workAutodesk
Indianapolis, IN3 days ago- ...expertise helps support our clients' regional and global... ...The Assistant Client Manager is an integral member... ...Obtain loss runs and experience modification... ...IN or Terre Haute, IN/Hybrid 3 days a week in the office... ...Protection Coverage, Legal Planning, Family Planning, and...Hourly payWork at officeLocal areaImmediate start3 days per week
Epic Insurance Inc
Carmel, IN3 days ago - ...expertise helps support our clients' regional and global... ...: The Client Manager works with and supports... ...Terre Haute, Indiana-Hybrid in office 3 days a week... ...based on your experience, skills, training, certifications... ...Coverage, Legal Planning, Family Planning, and...Hourly payWork at officeLocal area3 days per week
EPIC Brokers
Carmel, IN1 day ago $133.5k - $220k
...Senior HSE Alliance Manager At Jacobs, we're challenging... ...national life sciences client with large projects in... ...) vision and strategic plans as well as provide... ...or equivalent years of experience in lieu of degree. •... ...empower employees with our hybrid working policy,...Full timeFor subcontractorLocal areaRemote workJacobs Solutions
Indianapolis, IN3 days ago- ...professional services firm is seeking a Real Estate Tax Manager to deliver tax consulting and compliance services to clients. The candidate should possess a bachelor's... ...CPA certification, with at least 4 years of experience in real estate tax. Responsibilities include...Flexible hours
Ernst & Young Oman
Indianapolis, IN3 days ago $135k - $155k
...is looking for a Sr. Program Manager based in Indianapolis to lead... ...s degree and over 8 years of experience in leading transformation programs... ...settings. The role offers a hybrid work model along with a... ...one, parental leave, and a 401k matching plan. #J-18808-Ljbffr...Work at officedormakaba International Holding AG
Indianapolis, IN4 days ago$20 - $25 per hour
...Customer Experience Supervisor As the Customer Experience Supervisor I - You are accountable... ...& Sales - Acts as a role model for the Manager on Duty program while directing customer... ...and prioritizes short and long-range plans that are comprehensive, realistic, and effective...Hourly payWorldwideShift work- ...The Elevance Health Companies, Inc. is seeking a Manager I for GBD Special Programs LTSS in Indianapolis,... ...have at least a BA/BS with 5 years of relevant experience and 1 year in a leadership role. The role offers a hybrid work policy and requires direct interactions with...
The Elevance Health Companies, Inc.
Indianapolis, IN3 days ago $95.5k - $195.4k
...Description: As a Tax Manager , you will... ...to a diverse client base within the construction... ...and real estate industries. Tax... ...implementing tax planning, preparation of tax... ...excellent client experience and looking for you... ...mentorship experience Hybrid Work Environment...Local areaRemote workWorldwideCrowe
Indianapolis, IN3 days ago$50.13k - $82.37k
...Client Manager Associate, Premier Market Guardian's Group Benefits... ...activities associated with renewing plans (plan retention) and adding... .../producer/client. Review experience and utilization reports with... ...work arrangement will be hybrid (partial in office; partial...Temporary workWork experience placementWork at officeLocal areaWork from homeGuardian Life Insurance
Indianapolis, IN3 days ago- ...sensitive times. Responsibilities include greeting guests, providing assistance, and maintaining a peaceful service environment. Prior experience in customer service is preferred. This role offers flexible scheduling and involves working at various locations. #J-18808-Ljbffr...Flexible hours
Buchanan Group
Indianapolis, IN3 days ago - ...Head of Client Experience About the Company Travel company delivering exceptional experiences for travelers, advisors, and partners... ...candidate with a proven track record in leading service operations, managing escalated customer concerns, and a strong analytical ability...Remote work
$103.1k - $188.9k
...side with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction... ...service delivery experience that distinguishes... ...demanding tax planning and compliance projects... ...and leader-enabled hybrid model. Our expectation...Private practiceSummer holidayLocal areaFlexible hoursEY
Indianapolis, IN3 days ago- ...Overview The Client Service Program Manager (CSPM) will serve as a strategic partner to clients and be responsible for delivering exceptional service... ...for this position. This position could be remote, hybrid, or in-office. StrategicSource (SSI) is a values-driven, veteran...Contract workWork at officeRemote work
WizeHire
Indianapolis, IN3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Client Experience Manager - Estate Planning. Be the first to apply!
Related searches
- engagement manager Indianapolis, IN
- client relationship manager Indianapolis, IN
- client service manager Indianapolis, IN
- client executive Indianapolis, IN
- client engagement manager Indianapolis, IN
- client services coordinator Indianapolis, IN
- client services supervisor Indianapolis, IN
- member engagement manager Indianapolis, IN
- client manager Indianapolis, IN
- engagement director Indianapolis, IN