Director, Acquisition Planning

4 weeks ago


San Francisco CA, United States Creative Planning Business Services Full time

If you enjoy the sales and onboarding process without cold calling, we have the role for
Searching for highly motivated sales-driven financial advisors to take on the role of
Director, Client Engagement with Creative Planning. client acquisition. At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm,
Meet with incoming prospects who reached out to Creative Planning
• Collaborate with internal Brand Ambassador team who sets the initial client
Hold a meaningful introductory meeting with client leads to explore if Creative
Planning is a good fit for their needs
• Communicate the depth of services Creative Planning offers
• Help facilitate client onboarding
5 years financial services experience including direct sales with investment clients
• Solid knowledge and ability to present complex financial topics to clients
• Bachelor’s degree, preferably in a related field such as finance, business,
10 or more years financial services experience to including direct sales with
Graduate degree consisting of JD, MBA or CPA
Understanding and previous use of Windows
• Proficiency in MS Word, Excel and PowerPoint
• Understanding of mobile operating systems such as Android or IOS


  • Director Acquisition

    4 weeks ago


    San Francisco, CA, United States Cory Executive Recruiting Full time

    Exciting Opportunity: Director of Acquisitions CORY is hiring a Director of Acquisitions who is passionate and driven about multifamily real estate, ready to make an impact by providing an in-depth, detail-oriented perspective, driving exponential growth! About Our Client: Our client is a dynamic private real estate group with multiple generations of...


  • San Francisco, United States Cory Executive Recruiting Full time

    Job DescriptionJob DescriptionExciting Opportunity: Director of AcquisitionsCORY is hiring a Director of Acquisitions who is passionate and driven about multifamily real estate, ready to make an impact by providing an in-depth, detail-oriented perspective, driving exponential growth!About Our Client:Our client is a dynamic private real estate group with...


  • San Francisco, CA, United States Creative Planning Business Services Full time

    Title: Director, Client Engagement Location: Various Locations Job Description: JOB SUMMARY If you enjoy the sales and onboarding process without cold calling, we have the role for you! Searching for highly motivated sales-driven financial advisors to take on the role of Director, Client Engagement with Creative Planning. In this pivotal role, your...


  • San Francisco, CA, United States Envision Education Full time

    Envision Schools seeks an experienced Director of Talent & HR to serve as a key leader in shaping the talent strategy and HR operations of our small public charter school network. Our mission is to transform the lives of students - especially those who will be the first in their family to attend college - by preparing them for success in college,...


  • San Francisco, United States Turo Full time

    Turo is the world's largest car sharing marketplace where you can book the perfect car for wherever you're going from a vibrant community of trusted hosts across the US, UK, Canada, Australia, and France. Whether you're flying in from afar or looking for a car down the street, searching for a rugged truck or something smooth and swanky, Turo puts you in the...


  • San Diego, CA, United States TowerPoint Full time

    About TowerPoint: TowerPoint is one of the largest private owners of wireless real estate in the United States, and the industry’s leading and most trusted provider of capital and asset management solutions to cell site owners. Over the past two decades, TowerPoint has played an integral role in establishing wireless real estate as a dynamic new asset...


  • Los Angeles, CA, United States Boutique Recruiting Full time

    Job Description Job Description We are seeking a Director of Acquisition to join a growing construction company in Van Nuys, CA. This person will be responsible for strategic asset analysis and assisting with the development of property business plans and budgets. The ideal candidate will have 5+ years of experience, a bachelors degree, construction...


  • Newport Beach, CA, United States Landinsite Full time

    Oversee the acquisition, forward planning and initial planning of all new for sale and apartment projects for Our Client in accordance with their Business Plan/acquisition parameters. Direct responsibility for locating acquisition properties. Direct responsibility for property negotiations. Direct responsibility for the preliminary project product, sales...


  • Santa Monica, CA, United States Red Bull Gruppe Full time

    The Director, Talent Acquisition can be located near any major regional Red Bull office and reports to the Head of Talent Acquisition North America. The position will lead all Talent Acquisition for Red Bull Distribution Company and our Distribution Facility in the US. You will set the recruiting strategy and lead a total team of 13 with 3 Managers as...


  • San Francisco, CA, United States LVI Associates Full time

    About Us: Employee-owned environmental consultancy, comprising a dedicated team of planners, engineers, and scientists committed to enhancing the environments we cherish. Our mission is to improve upon the landscapes we encounter, fostering a legacy of sustainability and prosperity. Responsibilities: Guiding strategic endeavors aimed at broadening and...


  • San Antonio, United States Primrose School Franchising Company Full time

    Job Description Job Description ACQUISITIONS DIRECTOR WHAT A DIFFERENCE At Primrose, our mission - to forge a path that leads to a brighter future for all children - is why we do what we do each day. It informs our who, what and how. Our belief that who children become is as important as what they know comes to life through our exclusive, research-informed...


  • San Francisco, United States The Nugget Group Your Partner in Progress Full time

    About Our Client: Our client is a global leader in investment banking, specializing in mergers and acquisitions, capital markets, financial restructuring, transaction advisory services, and valuation. Known for their excellence and a strong track record, they provide top-tier financial services to a diverse and prestigious clientele. Absolute Must Have...


  • San Antonio, United States Primrose School Franchising Company Full time

    Job DescriptionJob DescriptionACQUISITIONS DIRECTORWHAT A DIFFERENCEAt Primrose, our mission - to forge a path that leads to a brighter future for all children - is why we do what we do each day. It informs our who, what and how. Our belief that who children become is as important as what they know comes to life through our exclusive, research-informed...


  • San Antonio, United States Primrose School Franchising Company Full time

    Job DescriptionJob DescriptionACQUISITIONS DIRECTORWHAT A DIFFERENCEAt Primrose, our mission - to forge a path that leads to a brighter future for all children - is why we do what we do each day. It informs our who, what and how. Our belief that who children become is as important as what they know comes to life through our exclusive, research-informed...


  • San Diego, United States Vector Planning & Services, Inc Full time

    Seeking a qualified Senior Program/Acquisition Specialist to support the Logistics Integrated Information Systems Marine Corps (LI2S-MC) government sponsor. LI2S-MC supports new and deployed technologies across the Marine Corps. This position will work with both government and contractor staff. Individuals must be able to collaborate, present, and...

  • Head of HR

    4 weeks ago


    San Ramon, CA, United States Trumark Companies Full time

    Talent Acquisition Manager Who We Are: We are a multi-disciplinary development company with neighborhoods in Northern and Southern California, as well as Colorado! Trumark seeks a dynamic Talent Acquisition Manager to join our Human Resources team! The Talent Acquisition Manager will lead the organization’s recruitment and report directly to the...


  • San Francisco, California, United States The Birchmere Group, LLC Full time

    Senior Acquisitions Consultant Responsibilities: The position supports the Resource Management Branch, providing acquisition consulting, lifecycle process support and PMO administrative support. Efforts include assisting to perform contract management and IT acquisition lifecycle processes, analyzing, monitoring, and controlling Task Order reporting. The...


  • San Francisco, United States AvAirPros Full time

    Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Profit sharing Stock options plan Vision insurance COMPANY OVERVIEWAvAirPros Services represents airlines’ interests and assists them in meeting the airport’s operational...


  • San Francisco, CA, United States Mindful Health Solutions Full time

    Description Talent Acquisition Partner About the Company: Mindful Health Solutions is a leading outpatient psychiatry group practice dedicated to freeing patients from the burden of mental illness. We are transforming outpatient mental healthcare by providing advanced, evidence-based interventional treatments including Transcranial Magnetic Stimulation...


  • San Francisco, United States LVI Associates Full time

    About Us: Employee-owned environmental consultancy, comprising a dedicated team of planners, engineers, and scientists committed to enhancing the environments we cherish. Our mission is to improve upon the landscapes we encounter, fostering a legacy of sustainability and prosperity. Responsibilities: Guiding strategic endeavors aimed at broadening and...