Senior Retirement Plan Client Executive — Strategy & Growth
Unison Risk Advisors
A prominent financial services firm in Cleveland is seeking an experienced Client Manager to lead and grow retirement plan client relationships. The ideal candidate will have at least 5 years of experience in the Retirement Plan industry and relevant FINRA licensing. This role involves strategic planning, mentoring a service team, and ensuring client satisfaction. The successful applicant will demonstrate strong leadership, communication, and relationship-building skills, contributing to the firm's overall success in serving its clients. #J-18808-Ljbffr Unison Risk Advisors
- ...firm in Cleveland seeks a Manager of 401(k) Retirement Plan Services to lead the 401(k) division while servicing existing clients. This role offers an opportunity to build strong... ...with business owners and participate in the growth of a vital practice. The ideal candidate...SeniorRetirement
- A leading insurance brokerage in Cleveland, Ohio is seeking a Commercial Lines Executive to manage a portfolio of commercial insurance clients. Responsibilities include educating clients on policy coverage, leading the marketing and renewal process, and delivering professional...Senior
- Grant Thornton is seeking a Business Development Executive in Cleveland, Ohio, to lead and drive our commercial growth strategy in the Audit and Tax sectors. In this role,... ...through prospecting, build relationships with senior executives, and develop strategies that enhance...Senior
- ...is looking for an Account Manager to enhance existing client relationships and drive sales growth. This role involves collaborating with internal teams... ...significant book of business, and directing service strategies. Candidates should have a strong sales aptitude and industry...Suggested
$1,000 per month
...retain the existing business and grow the assigned group of retirement plan clients. In a leadership role, collaborates with client teams... ...the Client Manager service team. Develops, leads, and executes account strategy with the client and the assigned team of Oswald...RetirementTemporary work- ...Stock Ownership Plans (ESOPs) within... ...will lead the execution of Employee Stock... ...ensure our clients receive the best... ...contribute to the growth of our firm.... ...related liquidity strategies. Partner with... ...Executives and Senior Bankers. Strong... ...centers, a retirement savings plan, backup...SeniorRetirement
- The NRP Group is looking for a Senior VP, Third-Party Business Development & Market Strategy to lead and scale our national growth framework in multifamily construction. This role... ...leadership and aligning corporate strategy with execution capacity. The ideal candidate has...Senior
- ...sales reps, build and implement sales strategy, process, and execution for clients, and provide leadership to sales... ...experience and at least 8 years in senior sales leadership, with a track record... ...improving ROI and driving revenue growth #J-18808-Ljbffr Sales Xceleration®Senior
$53.22k - $93.18k
...Supervisor in Cleveland, OH. You will drive growth by identifying new business opportunities and implementing sales strategies. The ideal candidate excels in B2B sales,... ..., with various benefits offered including medical, dental, and retirement plans. #J-18808-Ljbffr UPSRetirement- A global consulting leader in Cleveland seeks a Strategy expert specializing in Telecommunications to drive... ...industry and a Bachelor’s degree. You will lead major client engagements, applying your expertise to redefine growth strategies and operational frameworks. Strong...Senior
- A prominent insurance services provider is seeking an experienced Insurance Client Manager to lead a portfolio of Property and Casualty insurance clients. The role involves strategic leadership, managing client relationships, and delivering tailored risk management solutions...SeniorWork at office
$172k - $258k
...outbound calls, executive meetings, and... ...referrals. Commercial Growth Leadership & Account Strategy Lead... ...strategies for priority clients and prospects,... ...implementation plans (not just... ...relationships with senior Partners and C‑... ...and employee retirement plan in...RetirementInternshipSeasonal workLocal area- ...accounts, proactively addressing customer needs, and providing strategic guidance for account growth. The ideal candidate will possess strong organizational skills and a data-driven mindset. Benefits include medical coverage, retirement plans, and more. #J-18808-Ljbffr UPSRetirement
- KeyBank's Commercial Bank Strategy Team seeks a Senior Analyst to partner with executives and business leaders. You will evaluate strategic initiatives, study markets... ...into actionable recommendations that drive growth. You will coordinate analyses, develop presentations...SeniorBank staff
$146k - $215k
...team is seeking a Senior Manager, Real Estate Portfolio Strategy, to help shape and... ...Eaton is accelerating growth across... ...into a multi year, executable roadmap, guiding where... ...long term growth plans. Translate strategic... ...benefits as well as Retirement benefits, and...SeniorRetirementH1bWork at officeLocal areaVisa sponsorship- ...actionable insights to drive business growth. Learn more at Position Overview: EOX Vantage is seeking a Sales & Client Growth Executive to join our insurance vertical within... ..., negotiation, and closing Direct strategy, planning, and execution of business development...Immediate startRemote work
$151.22k
...organizations in the world. The Senior Director, Planning, Design and Construction... ..., construction execution, and post-occupancy evaluation... ...and construction program strategy for new construction, renovations... ...and vision benefits, retirement savings account contributions...SeniorRetirementWork at officeLocal areaShift work$61.3k - $122.7k
...dream of. An excellent retirement savings plan with high employer contribution... ..., working mothers, female executives, and scientists. The... ...objectives and delivers profitable growth/market share expectations... ...and implement sales strategies by determining the relevant...SeniorRetirementWork experience placement- A leading insurance firm is seeking an experienced Property and Casualty Client Executive in Cleveland, Ohio. Responsible for managing a portfolio of clients, educating them on policy coverage, and leading the marketing and renewal process. The ideal candidate will have...Senior
- A leading insurance firm in Cleveland, Ohio, is seeking an experienced Property and Casualty Client Executive. This full-time role involves managing a client portfolio, delivering client advisory services, and overseeing all aspects of account management. The ideal candidate...SeniorFull time
- ...Why Join Sunrise Senior Living At Sunrise Senior Living, we... ...life for all seniors. As an Executive Director, you lead all... ...compliance Drive occupancy growth, revenue strategy and market positioning Manage... ..., Life, and Disability Plans Retirement Savings Plans Employee Assistant...SeniorRetirementLocal areaShift work
$132k - $178k
...enterprise-wide lifecycle strategy, prioritization,... ...with business and executive leadership to... ..., and delivery plan, ensuring systems... ..., replacement, or retirement decisions to leadership... ...and working with senior or executive... ...strong professional growth and development opportunities...SeniorRetirementRemote workFlexible hours$90k - $110k
...organization that meets our client’s objectives and solves their... ...initiating a search for a Senior Environmental Planner/Siting... ...Cleveland offices. Your Impact Plan, execute, and lead siting and routing... ..., disability, and life; retirement savings; paid sick leave; paid...SeniorRetirementLocal area$61.62k - $107.88k
...reporting to support clients effectively. The Signature... ...customer loyalty and growth by identifying... ...enhanced sales incentive plan. Key Responsibilities... ...additional value. Develop strategies for upselling / cross-... ...Assistance Program, 401(k) retirement program, Vacation,...RetirementPermanent employmentWork experience placementFlexible hours- BCG Attorney Search is seeking a Senior Associate Estate Planning Attorney in Cleveland, OH. The ideal candidate will have over 5 years of experience... ...guidance on complex techniques and maintaining long-term client relationships. Responsibilities include handling estate,...Senior
- ...seeking an experienced, Senior Attorney with a... ...FREEDOM AND GROWTH FOR ENTREPRENEURS... ...entrepreneurs and executives of start-up and middle... ...legal and business strategies that help you and... ...clear parameters, plans or goals. Perks and... ...coverage. Retirement 401k program. Generous...SeniorRetirementContract workFlexible hoursShift work
$20 per hour
...’ll play a crucial role in guiding clients through the mortgage process. Whether... ...’ll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well‑... ...dental, and vision benefits, 401K retirement plan, and paid‑time off. More information...SeniorRetirementMinimum wageLive in- ...Sales At Sunrise Senior Living, we believe... ...and sales strategy for your community... ...revenue, and long-term growth. What You'll Do... ...Sales & Marketing Plans Build and manage... ...meetings with the Executive Director Submit... ...Disability Plans Retirement Savings Plans...SeniorRetirementWork at officeLocal areaShift workWeekend workAfternoon shift
$140k - $180k
...Senior Project Manager / Deputy Program... ...program delivery, client leadership, and business growth. Responsibilities... ...Support teaming strategies, capture planning, and proposal development... ...tracking. Lead execution of complex... ...recognition awards, retirement savings plan, and...SeniorRetirementFull timeLocal areaFlexible hours- ...liabilities and prepare tax returns for clients. The ideal candidate will have over 6 years... ...relationships, delivering financial strategies, and ensuring compliance with tax regulations... ...comprehensive benefits including health insurance and a 401K plan. #J-18808-Ljbffr Hantz GroupSenior
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