Director of Client Engagement

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Seattle, 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 sole focus is

client acquisition. You will meet with qualified prospects delivered through our marketing

lead channels to learn more about the prospective client’s needs and share with them our

breadth of services.

At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm,

but prouder of the work culture we have developed.

We do not accept resume submissions from third-party recruiters or staffing agencies.

Please contact our recruiting team directly.

JOB DUTIES

• Meet with incoming prospects who reached out to Creative Planning

• Collaborate with internal Brand Ambassador team who sets the initial client

meeting for you

• 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

REQUIRED EXPERIENCE / QUALIFICATIONS

• CFP® certified

• Series 65 (or equivalent)

• 5 years financial services experience including direct sales with investment clients

• Solid knowledge and ability to present complex financial topics to clients

• Ability to handle highly detailed work with a great degree of accuracy

• Bachelor’s degree, preferably in a related field such as finance, business,

or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

• 10 or more years financial services experience to including direct sales with

investment clients

• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• Understanding and previous use of Windows

• Proficiency in MS Word, Excel and PowerPoint

• Understanding of mobile operating systems such as Android or IOS

• Ability to adapt and integrate new technology quickly


  • Facilitation & Engagement Director

    Found in: Jooble US O C2 - 2 weeks ago


    Seattle, WA, United States Building Talent, LLC Full time

    Title: Director Location: Seattle, Washington Role type: Hybrid -remote days and in person events Travel: Able to travel within Washington and the Pacific Northwest, as needed. Occasional travel into Canada may be required. Salary Range: $85k-$130k THE ORGANIZATION If you are seeking meaningful work, opportunities for growth, and colleagues that...

  • Regional Director, Client Operations

    Found in: Talent US C2 - 6 days ago


    Seattle, United States Metro One LPSG Full time

    Metro One LPSG is the U.S. leader in providing dedicated security and loss prevention services to national clients. We are a rapidly growing organization transforming the contract security industry and we need talented, committed and determined individuals to help us carry out our mission. Our environment is dynamic, committed to “dedicated service...

  • Nurse Engagement Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Seattle, United States Insight Global Full time

    Key Responsibilities:This Clinical Engagement Manager will be partnering with IGH International Nurses, Delivery team and client clinical team to ensure the nurses are supported once they are working at the client stateside. They will be providing weekly and monthly touch bases, lead feedback meetings and will provide coaching or remediation plans for anyone...

  • Nurse Engagement Manager

    Found in: Appcast US C2 - 7 days ago


    Seattle, United States Insight Global Full time

    Key Responsibilities:This Clinical Engagement Manager will be partnering with IGH International Nurses, Delivery team and client clinical team to ensure the nurses are supported once they are working at the client stateside. They will be providing weekly and monthly touch bases, lead feedback meetings and will provide coaching or remediation plans for anyone...

  • Project Director

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Seattle, United States IA Interior Architects Full time

    We are actively searching for a full-time Project Director in the Seattle studio. Our incredible team works diligently & closely with our clients to realize goals, ideas, brand and culture into powerful, engaging workplaces. IA’s diverse, global client roster requires high-performance, inventive, visually compelling, adaptable and sustainable solutions...


  • Seattle, United States Just - Evotec Biologics Full time

    Director/Sr. Director, Regulatory CMC | Seattle, WA | Just-Evotec Biologics is seeking a Director/Sr. Director of Regulatory CMC to join a fast-paced, collaborative and multi-disciplinary team to lead all aspects of regulatory affairs for the advancement of low-cost biotherapeutics manufacturing. You will be joining at an exciting time when Just-Evotec...


  • Seattle, United States Rally.org Full time

    ARE YOU READY TO DO THE BEST WORK OF YOUR LIFE? We seek those committed to big, bold, meaningful progress. Progress that matters. Progress that acknowledges every person and every voice. Join us. WE ARE RALLY - ASSOCIATE DIRECTOR, DIGITAL - Web Development RALLY is an advocacy agency with a proven track record of driving progress around complex political and...


  • Seattle, United States Parametrix Full time

    Parametrix, a 100% employee-owned AEC company, is committed to outstanding project work for our Community Building, Environmental, Transportation and Water clients in our local communities. We pride ourselves on fostering a collaborative, flexible and inclusive work environment which is people focused. We are seeking an experienced and strategic Director of...


  • Seattle, United States We Are RALLY Full time

    ARE YOU READY TO DO THE BEST WORK OF YOUR LIFE? We seek those committed to big, bold, meaningful progress. Progress that matters. Progress that acknowledges every person and every voice. Join us. WE ARE RALLY - ASSOCIATE DIRECTOR, DIGITAL - Web Development RALLY is an advocacy agency with a proven track record of driving progress around complex political and...


  • Seattle, United States Philanthropy Northwest Full time

    Washington Trails Association (WTA) is the nation’s largest hiking and trail maintenance nonprofit. We have a 50-year legacy of engaging the hiking community to ensure Washington's trails stand the test of time. With more than 27,000 members and an online community of over 300,000 and growing, we are connecting people to the outdoors — from everyday...

  • Client Services Analyst

    Found in: beBee jobs US - 7 days ago


    Seattle, Washington, United States Xpansiv Full time

    Xpansiv provides the market infrastructure to rapidly scale the world's energy transition. The company's main business units include CBL, the largest spot exchange for environmental commodities, including carbon credits and renewable energy certificates; SRECTrade, one of the largest transaction and management firms in the solar renewable energy market, APX,...

  • Strategy Director

    7 days ago


    Seattle, United States SPCSHP Full time

    Job DescriptionJob DescriptionSPCSHP previously known as Big Spaceship is an independent agency of creative specialists exploring new ways to engage and connect with people. We are a diverse community of "explorers, not settlers" looking to help brands make meaningful human connections through curiosity and belief. Partnering with brands like Starbucks,...

  • Strategy Director

    1 week ago


    Seattle, United States SPCSHP Full time

    Job DescriptionJob DescriptionSPCSHP previously known as Big Spaceship is an independent agency of creative specialists exploring new ways to engage and connect with people. We are a diverse community of "explorers, not settlers" looking to help brands make meaningful human connections through curiosity and belief. Partnering with brands like Starbucks,...

  • Project Director

    Found in: Jooble US O C2 - 2 weeks ago


    Seattle, WA, United States IA Interior Architects Full time

    We are actively searching for a full-time Project Director in the Seattle studio. Our incredible team works diligently & closely with our clients to realize goals, ideas, brand and culture into powerful, engaging workplaces. IA’s diverse, global client roster requires high-performance, inventive, visually compelling, adaptable and sustainable...


  • Seattle, United States Triton Technical Full time

    Job DescriptionJob DescriptionCompany InformationTriton Technical is an IT and Audio/Video integration Company that designs and deploys complex integrated systems for the private yacht industry. We have a high energy, fast-paced, fun, and collaborative environment and we are looking to add an experienced, qualified individual to our support team.Position...


  • Seattle, United States Insight Global Full time

    Systems Engineering Manager - Client Engineering is the leader of the Systems Engineering End-User Services team, accountable for all activities related to End-User Services Systems, including Configuration Standardization and Management, GPO Management (EU devices and servers), Application Packaging, Application Publishing, and Virtual Desktop Environments....

  • System Engineer Manager- Client Engineering

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Seattle, United States Insight Global Full time

    Systems Engineering Manager - Client Engineering is the leader of the Systems Engineering End-User Services team, accountable for all activities related to End-User Services Systems, including Configuration Standardization and Management, GPO Management (EU devices and servers), Application Packaging, Application Publishing, and Virtual Desktop Environments....

  • System Engineer Manager- Client Engineering

    Found in: Appcast US C2 - 1 week ago


    Seattle, United States Insight Global Full time

    Systems Engineering Manager - Client Engineering is the leader of the Systems Engineering End-User Services team, accountable for all activities related to End-User Services Systems, including Configuration Standardization and Management, GPO Management (EU devices and servers), Application Packaging, Application Publishing, and Virtual Desktop Environments....


  • Seattle, United States Pikemann LLC Full time

    Benefits and Perks: Good starting salary (Annual Base) 100% covered benefits for employee 401 (k) + Benefits + (PTO and observe 11 holidays) $215 per month commuting stipend Offers $$$k for relocation Quarterly Bonus: Manager/Director of Infrastructure Interested? Please send your CV to marco@pikemann.com Pikemann is looking for a Manager/Director of...


  • Seattle, United States SADA Full time

    Job DescriptionJob DescriptionJoin SADA as a Director, Customer Engineering!Your Mission As a Director of Customer Engineering at SADA, you lead a team of Google Cloud Platform (GCP) and Professional Services (PS) technical sellers. You are a natural leader of technical-savvy and business-minded teams. You understand the end to end process of professional...