Client Success Director
3 days ago
We are seeking a Client Success Director to join our team at SmartFinancial. As a Client Success Director, you will be responsible for driving growth and success for insurance agencies through our cutting-edge technology platform. Your primary responsibility will be to build and maintain strong relationships with insurance agents, understanding their unique needs and challenges, and providing them with tailored product solutions that meet their goals.
The ideal candidate will have a proven track record of success in sales and account management, with a focus on building strong relationships with clients. Excellent communication and negotiation skills are essential, along with the ability to articulate the value of our platform to insurance agents.
Responsibilities- Develop and execute strategies to drive growth and success for insurance agencies.
- Build and maintain strong relationships with insurance agents, understanding their unique needs and challenges.
- Provide tailored product solutions that meet the goals of insurance agents.
- Conduct Client Account Reviews (CARs) to evaluate performance and ensure client satisfaction.
Salary: $66,560 per year, plus uncapped commissions and performance bonuses, based on individual and team performance.
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Client Success Director
4 days ago
Long Beach, California, United States PI Los Angeles Full timeJob SummaryWe are seeking a Client Success Director to join our team at PI Los Angeles. In this role, you will be responsible for overseeing the sales and customer service teams to ensure high levels of performance and customer satisfaction. The salary range for this position is $100,000 to $150,000 per annum.Key Responsibilities:Oversee the sales and...
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Client Success Specialist
6 days ago
Newport Beach, California, United States Moby Young - State Farm Agent Full timeAbout the RoleAs a Customer Service Representative for Moby Young - State Farm Agent, you will have the opportunity to grow your career while making a positive impact on our clients' lives.Key ResponsibilitiesDevelop and maintain strong client relationships through proactive communication and tailored service solutions.Provide exceptional customer service,...
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Senior Education Project Director
4 weeks ago
Newport Beach, California, United States StudioPlus LLC Full timeOverviewAt StudioPlus LLC, we are seeking an experienced Senior Education Project Director to lead our education projects in California. This role requires strong leadership and communication skills, as well as a passion for enhancing educational outcomes.About the RoleThe Senior Education Project Director will oversee project teams, ensuring that...
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Project Director
7 days ago
Newport Beach, California, United States BKF Engineers Full timeJob SummaryWe are seeking a highly skilled and experienced Project Director to lead our team of engineers in delivering complex transportation projects across the West Coast. As a key member of our organization, you will be responsible for overseeing project planning, execution, and completion, while ensuring high-quality results and exceptional client...
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Financial Director
2 days ago
Newport Beach, California, United States Platinum Storage Group Full timeAbout the RoleWe are seeking an experienced Financial Director to join our team at Platinum Storage Group. The ideal candidate will have a strong background in accounting and financial management, with a proven track record of success in a similar role.
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Strategic Client Liaison
4 weeks ago
Newport Beach, California, United States Beacon Pointe Full timeAbout UsBeacon Pointe Advisors is a leading Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Our commitment to providing clear and objective investment advice has earned us recognition by prominent publications, including Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.Job SummaryWe...
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Client Service Team Member
3 days ago
Newport Beach, California, United States Aristotle Capital Management Full timeAristotle Capital Management is seeking a Client Service Team Member to join our team. In this role, you will be responsible for providing exceptional client service and support to our institutional clients, while working closely with our relationship management team to develop and implement business strategies.As a Client Service Team Member, you will have...
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Wealth Management Executive Director
4 weeks ago
Newport Beach, California, United States BMO Financial Full time**About the Role**BMO Financial Group is seeking a highly skilled and experienced Wealth Management Executive Director to join our team. This key leadership role will be responsible for driving business growth, managing high-net-worth client relationships, and developing strategic initiatives to enhance our wealth management services.Key Responsibilities:
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Commercial Lines Client Advisor
2 weeks ago
Newport Beach, California, United States Alera Group Full timeAlera Group is seeking a skilled Commercial Lines Client Advisor to join their Property Casualty team. As an Insurance Industry Account Specialist, you will play a vital role in serving as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.The primary...
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Client Service and Operations Specialist
2 days ago
Newport Beach, California, United States Raymond James Financial Incorporated Full timeAbout UsRaymond James Financial Incorporated is a leading financial services company with over 60 years of history. We value client-first, integrity, independence, and a conservative, long-term view.About the RoleThis Registered Client Service Associate role requires strong communication and organizational skills, with experience in client relationship...
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Children's Ministry Director
3 days ago
Newport Beach, California, United States St Andrew's Presbyterian Church Full timeSalary and BenefitsThe salary for this position is estimated to be between $75,000 - $109,000 per year, depending on experience.St. Andrews Presbyterian Church offers a comprehensive benefits package, including medical, dental, vision, life, and disability insurance, as well as paid time off and holidays.About the Job DescriptionThis role involves developing...
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Director of Junior Sailing Programs
4 weeks ago
Newport Beach, California, United States Newport Harbor Yacht Club Full timeJob Title: Director of Junior Sailing ProgramsNewport Harbor Yacht Club is a premier sailing club offering a wide range of programs for members and their families. We are seeking an experienced and dynamic individual to fill the role of Director of Junior Sailing Programs. This position will be responsible for overseeing all aspects of our junior sailing...
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Luxury Client Insurance Specialist
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob SummaryWe are seeking a skilled Luxury Client Insurance Specialist to join our team at Jobot. The successful candidate will be responsible for managing and servicing high net worth client accounts, providing expert advice and customized insurance solutions for their personal lines portfolios.About the RoleThe Personal Lines Account Manager is a key...
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Strategic Wealth Manager Director
4 weeks ago
Newport Beach, California, United States BMO Financial Full timeJob OverviewWe are seeking a highly skilled Strategic Wealth Manager Director to join our team at BMO Financial Group. This role requires exceptional leadership and management skills, as well as in-depth knowledge of wealth management strategies and solutions.Key Responsibilities:Develop and execute business development strategies to attract and retain high...
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Client Relationship Manager
4 weeks ago
Newport Beach, California, United States Signature Estate & Investment Advisors, LLC Full timeJob OverviewWe are seeking a Client Relationship Manager to join our W2 Advisory Team at Signature Estate & Investment Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and growing our existing investment client base.About the RoleThe Client Relationship Manager will work directly with clients to...
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Director of Global Product Messaging
3 days ago
Newport Beach, California, United States Green Street Advisors LLC Full timeGreen Street Advisors LLC: Product Marketing Director RoleThe successful candidate will have 5-7+ years of experience in product marketing at a director or manager level, preferably in a B2B space. This role requires strong leadership skills, ability to execute cross-functionally with sales, marketing, and product teams, and experience in developing sales...
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Contract and Compliance Director
2 weeks ago
Newport Beach, California, United States Strategic Employment Partners (SEP) Full timeAre you a seasoned professional looking for a new challenge? Do you have a passion for contract management and compliance? We are seeking a highly experienced Director of Contract and Compliance Management to join our team at Strategic Employment Partners (SEP).The successful candidate will have at least 10 years of experience in paralegal, contracts...
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Director of Risk Management
4 days ago
Newport Beach, California, United States Pacific Life Full timeYour Career Opportunity:Pacific Life is a dynamic and innovative company that values the contributions of its employees. As a Director & Actuary, you'll play a critical role in shaping the future of our business, leveraging your expertise to drive growth, innovation, and efficiency across the organization. This is an exciting opportunity to join a talented...
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Debt Investments Director
2 days ago
Newport Beach, California, United States Selby Jennings Full timeSelby Jennings, a reputable recruitment agency in Newport Beach, California, is seeking an experienced professional to fill the role of Debt Investments Director.This position offers the opportunity to lead growth initiatives and wear multiple hats within a highly entrepreneurial team. Responsibilities include originating and underwriting new business...
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Restaurant Operations Director
4 weeks ago
Newport Beach, California, United States Chipotle Mexican Grill Full timeUnlock a Career with PurposeCultivating a better world is not just our mission statement, it's the guiding force behind every decision we make. At Chipotle Mexican Grill, we're driven by a passion for serving responsibly sourced, classically cooked food that nourishes both body and soul.A Leader in Restaurant OperationsWe're seeking an exceptional Restaurant...