- Serve clients through regular client communication and client meetings.
- Follow, establish, and maintain scalable processes to increase the effectiveness of service delivery and business development activities.
- Develop and review collateral, presentations, materials, mailings, and emails to support client service and business development.
- Write, proofread, and edit proposals and materials as needed.
- Manage the content systems used to serve clients and for business development. (ie CRM and other business development-oriented software)
- Assist with the generation of leads through emails, phone calls, and centers of influence.
- Contribute to reporting on metrics to evaluate the effectiveness of activities.
- Bachelor's Degree in Business, Finance, Economics, Accounting, Human Resources, Employee Benefits, or other related fields.
- Minimum 2 years of experience in client-facing consulting services on defined contribution plans.
- Business Development experience is a plus
- Proficiency in CRM software programs such as Salesforce or MS Dynamics.
- CFA, CPA, CFP, or CEBS designation is preferred. May also be in process or working towards any of these designations.
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Investment & Retirement Benefit Consultant
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Senior Data Consultant, Defined Benefits
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Business Development Representative
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Account Executive
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Business Development Representative
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Activity Assistant
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Business Development Manager
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Sales and Leadership Recruiter
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Senior Account Executive
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solera Westlake, United States Full timeSenior Account Executive – Westlake, TX / Remote, USA · About Us: · Solera stands as a global frontrunner in vehicle lifecycle management, offering cutting-edge software-as-a-service, data, and services. Beyond automotive solutions, we extend our expertise to safeguarding homes ...
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Electrical Engineer
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Kiewit Westlake, United States Full timePosition Overview · Our Industrial and Water market is growing across North America, and we are adding Mid and Senior level Electrical Engineers to our Electrical/I&C design team, with options to work in our Lenexa Kansas, Minneapolis Minnesota office and in our Dallas/Fortworth ...
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Supervisor
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Eatn Park Hospitality Group Westlake, United States Full timeThis position is Monday through Friday with no nights/weekends. We are also looking for a barista supervisor. The pay rate is $18 - $21 / hour. · Parkhurst Dining, part of the Eat'n Park Hospitality Group, is a family owned, family run company that provides culinary, dining and c ...
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Human Resources Business Partner, Learning
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IMCD Westlake, United States Full timeHuman Resources Business Partner, Learning & Development · IMCD US currently has an opening for a Human Resource Business Partner, Learning & Organizational Development (HRBP) to provide a combination of HR Generalist support with a parallel focus on learning and development for ...
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Measurement and Loss Control Specialist
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Senior Physician
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Specialist (m/f/d) Neurosurgery
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Stellar Enterprises Avon, United StatesOn behalf of our client, a hospital for basic and standard care, we are looking for a specialist in neurosurgery (m/f/d) in the greater Elmshorn area. The offer: * Varied work as a specialist (m/f/d) in a modern clinic * Treatment of, among others, spinal fractures, brain disease ...
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Chiropractor
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The Joint - Cleveland, OH Fairview Park, United States$1000 sign-on bonus offered following 90 days employment Full-time opportunity. · Are you passionate about chiropractic care? Do you love helping people feel their best? Are you tired of all the hassles of running your own practice and not getting paid? · If you answered "YES" a ...
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Operations Analyst
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Fidelity TalentSource LLC Westlake, United StatesThe Value You Deliver · The Operations Associate role acts as the central point of contact for Workplace Consulting on incoming requests from all levels of associates. The primary responsibility will be to help support, triage, or respond to a broad range of requests coming from ...
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Senior Management Consultant
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Eliassen Group Westlake, United StatesJob Description · Job Description · Hybrid role, applicants must be local to Westlake TX, Durham NC, Boston MA, or Salt Lake City UT. · Our industry-leading financial services client is seeking a Senior Management Consultant. The Senior Management Consultant blends deep busine ...
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Senior Management Consultant
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Fidelity TalentSource LLC Westlake, United States· Job Description: · As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Con ...
Investment & Retirement Benefit Consultant - Westlake, United States - HELM Solutions, LLC
1 day ago
Description
Job Description
Job DescriptionWe are currently searching for an Investment and Retirement Benefits Consultant for our client. This consultant position will be responsible for serving as the primary contact to institutional clients for the delivery and coordination of all aspects of the client relationship. The primary client type includes defined contribution plans, benefit plans, foundations, endowments, and corporate assets. In addition, the Investment and Retirement Benefits Consultant will assist the business development team in its role of developing new business and new clients.
ResponsibilitiesThings you will have the opportunity to doSkills, Certifications, and Experience required for the successful candidate: