Jobs in Grandview

We are looking for people who are interested in personal finance and budgeting. In this role you will review practical money-saving strategies and provide feedback on budgeting ideas for everyday households.

You will look at different financial habits, common spending patterns, and simple ways people manage money when budgets are tight. The work is simple and can be done online.

Responsibilities include reviewing budgeting advice, identifying useful money-saving ideas, and sharing your opinion on which strategies are most helpful.

No professional experience is required, but an interest in personal finance, saving money, or budgeting is helpful.

This is a remote opportunity and can be completed from home.

We are seeking a Substation CAD Designer to support engineering teams delivering critical power infrastructure and substation projects.

This role is ideal for professionals with a strong drafting and design background in substations, using AutoCAD Electrical and SDS (Substation Design Suite) to produce and update technical drawings and design documentation.

This is a hands-on CAD design position, working closely with engineering teams to develop high-quality substation design deliverables.

Key Responsibilities

• Produce and modify substation design drawings using AutoCAD Electrical and SDS
• Support the creation of electrical schematics, layouts, wiring diagrams, and design documentation
• Work closely with engineering teams to ensure drawings meet project standards and technical requirements
• Assist with the development of design packages and drawing sets for substation projects
• Review design inputs and update drawings based on engineering guidance and project requirements
• Coordinate with project teams to maintain accuracy and consistency across project deliverables
• Support the preparation of as-built drawings and final design documentation
• Contribute to continuous improvements in CAD standards, processes, and drawing quality

Required Experience

• 3–5 years of experience using AutoCAD Electrical
• Experience using SDS (Substation Design Suite) in substation projects
• Background producing substation design drawings and technical documentation
• Ability to work in a CAD design or drafting capacity within power or substation engineering projects

Substation industry experience is required. Candidates without substation experience will not be considered.

Preferred Background

• Diploma or Associate Degree in:
• Drafting
• Engineering Design Technology
• Electrical Design Technology

This position is open to those in the following locations;

• Overland Park, KS
• Ann Arbor, MI
• Bloomington, MN
• Dallas, TX
• Denver, CO
• Houston, TX
• Orlando, FL
• Phoenix, AZ
• Raleigh/Cary, NC
• Tualatin, OR
• Arlington, VA
• Atlanta, GA
• Burlington (Boston), MA
• Chattanooga, TN
• Chicago, IL
• Irvine, CA
• Jacksonville, FL
• Walnut Creek, CA
• Austin, TX
• College Station, TX
• Creve Coeur (St. Louis), MO
• Gaithersburg, MD
• Wilminigton, DE

JOB SUMMARY

As the Marketing Analytics Senior Manager at Creative Planning, you will be the strategic architect of our data-driven growth engine. You will bridge the gap between complex data science and executive-level marketing strategy, providing the insights necessary to optimize our brand presence, client acquisition, and long-term retention.

As a direct report to the Chief Marketing Officer, you will oversee the development of our analytics framework, converting raw data into comprehensive insights that inform multi-million dollar budget decisions and improve the fiduciary services provided to our clients.

JOB DUTIES

Marketing Acquisition & Performance Analytics

• Attribution Modeling: Design and manage multi-touch attribution (MTA) models to accurately assign value to various channels (Digital, Print, TV, Events, and Referrals).
• Media Optimization: Partner with the growth team to analyze channel performance, identifying high-yield opportunities to lower Client Acquisition Costs (CAC) while increasing lead quality.
• Funnel Velocity: Monitor the lead-to-client lifecycle, identifying bottlenecks in the conversion process and recommending interventions to increase sales velocity.

Retention & Client Lifecycle Analytics

• Churn Mitigation: Develop predictive models to identify "at-risk" clients and provide actionable insights to the wealth management teams to improve AUM retention.
• Cross-Sell & Share of Wallet: Analyze client portfolios and behaviors to identify opportunities for additional services (Tax, Estate Planning, Trust Services), driving deeper household penetration.
• LTV Analysis: Calculate and track Lifetime Value (LTV) across various client segments to guide long-term strategic investments.

CX (Customer Experience) Analytics

• Journey Mapping: Utilize data to visualize and analyze the end-to-end client journey, identifying "moments of truth" that impact client satisfaction.
• Sentiment & Feedback: Lead the analysis of NPS (Net Promoter Score), CSAT, and qualitative client feedback, correlating these metrics with business outcomes.
• Digital Experience: Collaborate with product and web teams to analyze user behavior on digital portals, optimizing for engagement and ease of use.

Marketing Planning & Strategic Finance

• Budgeting & MMM: Lead the annual and quarterly marketing budgeting process using Media Mix Modeling (MMM) to forecast the impact of spend on firm growth.
• KPI Framework: Establish and maintain the "Marketing Command Center"—a suite of executive dashboards that provide real-time visibility into marketing ROI.
• Strategic Advisory: Act as a primary advisor to the CMO on resource allocation, market trends, and competitive positioning based on data-driven forecasts.

Leadership & Soft Skills

• Data Storytelling: Translate "rows and columns" into a compelling strategic narrative for the CMO and Executive Planning Committee.
• Fiduciary Mindset: Uphold data integrity, accuracy, and confidentiality standards, ensuring alignment with wealth management industry regulations and fiduciary responsibilities.
• Collaborative Influence: Partner cross-functionally with IT, Finance, and Legal/Compliance teams to ensure data accessibility and accuracy.
• Agility: Operate effectively in a fast-paced environment where the ability to pivot based on new data is essential.

REQUIRED EXPERIENCE / QUALIFICATIONS

• Experience: 8–12+ years in marketing analytics, business intelligence, or data science, ideally within Financial Services, Wealth Management, or a high-growth Professional Services environment.
• Education: Bachelor’s degree in a quantitative field (Statistics, Economics, Finance, Data Science). Master’s degree or MBA preferred.
• Data Stack: High proficiency in SQL and experience with BI tools (Tableau, Power BI, or Looker). Experience with Snowflake or similar cloud data warehouses is a plus.
• MarTech: Familiarity with Salesforce (CRM), marketing automation platforms (HubSpot/Marketo), and Google Analytics 4.
• Statistical Modeling: Experience with Python or R for predictive modeling and advanced statistical analysis.

Pride Health is hiring for a Administration - Interviewer, Ins Risk to support our client’s medical facility based in Lees Summit MO 64063 . This is a contract opportunity and a great way to start working with a top-tier healthcare organization!

Job Title: Administration - Interviewer, Ins Risk

Work Location: Lees Summit MO 64063

Pay : $16 to $17 /hr

Shift: 7-4pm cst

8-5pm cst

9-6pm cst

Contract: 3+ Months + possible Extension

Contractors will have the ability to work from home after training is completed (after 3 weeks).

Job Description:

Summary:

The primary purpose of this position is to complete life insurance medical and financial interviews via telephone outbound calls for multiple client companies.

Duties and responsibilities:

Place outbound calls to contact life insurance applicants. Complete interview with applicant or leave a message for a return call

Gather medical, financial, occupational, and avocation histories during interview.

Review and edit information collection during the interview for quality assurance purposes.

Use the C4 call management system, Dialer, and Avaya Phone System to make telephone calls. log call attempts, document information with orders as necessary and record call results.

Learn the specific requirements stipulated by each client company.

Respond to the needs and request of clients, staff and management in a professional and expedited manner.

Observe all compliance policies and safety policies and procedures as outlines in the Safety Manual or safety matters included in other special trainings.

Perform other duties as assigned to meet the business needs or customer requirements. This is not an exhaustive list of all of the duties and responsibilities, but rather a general description of work performed by the position.

Education:

HS diploma or equivalent

Additional Job Details:

Please review shifts carefully and include your candidates' shift preferences (1. as in most preferable to 3. least preferable)

Experience in Life Insurance, Medical Terminology, and Customer Service Experience are preferred.

Attention to detail, ability to be on the phone and provide great customer service, as this is a concierge level of service.

Production based and revenue generating call center

Contractors will have the ability to work from home after training is completed (after 3 weeks).

Interested? Apply now!

About Pride Health

Pride Health is Pride Global's healthcare staffing branch, providing recruitment solutions for healthcare professionals and the industry at large since 2010.

As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty.

Equal Employment Opportunity Statement

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts.

Title: Senior Compliance Analyst / Advertising Review

Department: Wealth/Securities Compliance

Reports to: Chief Compliance Officer

Status: Full-time, Exempt

Location: Overland Park, Kansas (onsite)

Elevate Your Career at CreativeOne!

Looking for a dynamic and rewarding career in financial services? Join us at CreativeOne, where we blend collaboration, innovation, and excellence to forge a path in the financial services industry. We pride ourselves on being a nationally recognized leader, devoted to empowering independent financial advisors with superior services.

Why Join CreativeOne?

• Energetic and fun work environment
• A culture driven by solutions and results
• Opportunities for growth and development

We’re Building a Better Financial Future, Together

We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you’re ready to be a part of a team that’s shaping the future of financial services, we’d love to hear from you.

Position Summary

The Sr. Compliance Analyst will assist the Chief Compliance Officer (CCO) in keeping our dually registered Broker-Dealer and Registered Investment Adviser compliant with federal securities laws through establishing and enforcing controls, best practices, and ethical standards. This position will assist in implementing and coordinating the compliance functions throughout CreativeOne Securities and CreativeOne Wealth.

The Sr. Compliance Analyst will use knowledge and skills obtained through education, specialized training and/or certification to assist the CCO in supervising a comprehensive compliance and oversight program designed to ensure compliance with all applicable regulatory requirements.

Duties and Responsibilities include, but not limited to:

• Supervision of RRs’ (Registered Representative) and IARs’ (Investor Adviser Representative) electronic communications, personal trading, investment recommendations, and other business activities.
• Escalate and address potential policy violations with RR and IARs as identified through supervision activities.
• Lead planning, preparation, and execution of RR and IAR branch exams.
• Enhance and maintain the organizational and record-keeping processes that enable timely and accurate responses to regulatory inquiries and examinations as they arise.
• Assist in the collection and analysis of data for regulatory reporting, disclosures, and inquiries.
• Perform annual and quarterly testing and reviews in support of Broker-Dealer and Registered Investment Adviser compliance requirements, including the annual 206(4)-7 requirements.
• Research and analyze relevant regulation, information, and resources to ensure firm policies and procedures as well as all applicable laws and regulations are followed.
• Review and recommend updates to the firm’s compliance policies and procedures, including the Code of Ethics, Compliance Manual, as well as providing mentoring and training for licensed professionals.
• Serves as an internal liaison to address ad hoc compliance operational questions and issues.
• Conducts advertising review, maintaining and ensuring knowledge of current regulatory and industry requirements.
• Serves as primary point of contact by actively monitoring and responding to the compliance email inbox and fielding inbound calls from RRs and IARS, providing timely guidance on firm policies, regulatory requirements, and day-to-day supervisory activities

Critical Skills Sought

• Strong work ethic and hands-on approach.
• Positive attitude.
• Adaptability to a frequently evolving work environment.
• Customer and business-centric and collaborative mindset.
• Proven ability to communicate effectively at all levels of an organization.
• Strong organizational skills and confirmed ability to set and meet deadlines in a high paced environment.
• Advanced analytical skills, including demonstrated experience identifying and quantifying problems and providing effective solutions.
• Excellent project-management skills, with creative techniques to coordinate across departments and functions.
• Well-versed in the art of drafting procedures and evaluating internal controls.

Preferred Background/Experience

• Bachelor of Arts/ Bachelor of Science or equivalent experience.
• Financial Industry Regulatory Authority (FINRA) licenses 7, 65 (or combination of 7 and 66), and 24.
• Minimum of 5 – 7 years of professional experience as a compliance professional at a broker-dealer, investment advisory firm, or state or federal securities office.
• Experience with advertising review and communicating requirements to advisors.
• Deep knowledge of FINRA and Securities and Exchange Commission (SEC) regulations, the Investment Advisers Act of 1940, and Investment Company Act of 1940.
• Familiarity with set up and administration of email surveillance tools, such as Smarsh, as well as cybersecurity and malware tools like Proofpoint.

Demonstrate and Represent Our Core Values

• Provide Unreasonably Excellent Service
• Love What We Do
• Act With Integrity
• Collaborate Courageously
• Evolve With Purpose

About CreativeOne

CreativeOne is an industry-leading marketing and consulting firm that helps independent financial advisors grow their businesses. We combine deep financial expertise with full-service creative and media capabilities, delivering tailored marketing that drives measurable growth. With over 40 years of innovation behind us, we’re building the next generation of advisor marketing—and we’re looking for top talent to help lead the way.

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This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

CreativeOne provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Our company does not currently sponsor employment visas. Applicants must be authorized to work for any employer in the U.S.

Position Overview

We are looking for a Marketing Project Coordinator at our Grandview, Missouri headquarters. This role supports the execution of Peterson's marketing initiatives by coordinating projects from planning through completion. They will work closely with the Director of Marketing, Sales, and cross-functional teams to manage key initiatives such as the corporate tradeshow program, customer e-newsletter, survey programs, and other marketing campaigns. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple projects simultaneously while ensuring marketing activities are executed accurately, on schedule, and in alignment with established processes.

Responsibilities

• Coordinate and manage marketing projects from planning through completion in collaboration with the Director of Marketing
• Lead the planning and execution of Peterson's corporate tradeshow strategy, including asset preparation, vendor coordination, logistics planning, and post-event reporting.
• Manage external customer communication initiatives such as the customer e-newsletter, customer survey program, and marketing support for corporate events.
• Maintain project organization and accountability by coordinating internal teams and vendors, following established marketing workflows, and tracking project status, deadlines, and performance metrics.

Qualifications

• B.A. or equivalent experience in Marketing, Communications, or Business.
• 1–3 years of prior experience in marketing, project coordination, or event management.
• Experience coordinating marketing projects or tradeshow programs preferred.
• Strong proficiency in MS Office and common marketing tools/platforms.

We are located in Overland Park, Kansas.

8700 Indian Creek Parkway Suite 300; Overland Park, KS 66210

The Job at a Glance: Our Inside Sales Representative sell advertising space to local, regional and national businesses of all sizes throughout the US. We provide a professional environment with competitive compensation and benefits package commensurate with experience and performance.

Compensation: We provide a professional environment with competitive compensation and benefits package commensurate with experience and performance. Our compensation starts at $60,000 per year. Additional commissions can be earned above and beyond as well. Additionally, we offer employee benefits which include: employer contributed medical premiums for both employee and dependents, Health Savings Account (HSA), and paid time off.

What We Are Looking For/Elements of the Job:

• No experience needed. Strategic Value Media gives you all the skills! We want to work with money-motivated go getters who are confident in their ability to succeed in a high pressure work environment.
• You must love talking to people, as this job requires you to be on the phone constantly. You will spend your time making contact and building relationships with business owners all over the nation.
• Leads are provided for our Inside Sales Representatives so they can focus on making the sale and closing the deal vs spending their time prospecting.
• Our Inside Sales Representatives thrive on competition. We have created a unique work atmosphere that fosters results while still maintaining a casual, fun feel.
• We are looking for someone who loves a challenge. SVM's training program is designed to be an ongoing process with a helpful management team that is invested in the success of each of our reps.
• Work hard, play hard mentality; we reward our employees with fun incentives and a competitive pay structure.

Qualifications:

• Self motivated – Our Inside Sales Representatives are goal oriented and understand that their hard work results in financial success.
• Outgoing, sociable, and fun – you pride yourself on being able to strike up a conversation with just about anyone.
• Able to handle a fast paced work environment and adapt quickly to change.

Minimum Requirements:

• Our Inside Sales Representatives must be comfortable conducting business over the phone.
• No prior sales experience necessary BUT we are looking for someone with a strong and innate desire to work in the sales industry.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Perks:

• Awesome incentives for both sales made and referrals
• Incentives include (but are not limited to): Quarterly sales incentives for company trips to resorts in Jamaica, Cancun, Miami, Puerto Rico and many more!
• Monthly sales incentives for financial bonuses, tickets to sporting events & concerts, etc. Office wide social events including company happy hours, bowling, BBQ’s, basketball tournaments, boat cruises and more.
• Uncapped commissions for unlimited earning potential, and opportunity for advancement.
• Casual dress code - no suit, no tie, no problem!
• There is a great work/life balance because this is not a “take your work home” type of job.

The Company:

Strategic Value Media (SVM), is a media publisher that specializes in addressing the unique needs of trade associations and advertisers who need to reach specialized trade professionals. Our personnel have experience selling advertising to tens of thousands of companies and entities for publications throughout the U.S. Our sales force is unparalleled in its effective and professional sales efforts.

For more information about our company, please visit Value Media will consider college graduates who possess a degree in any concentration or major. We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age. - Strategic Value Media is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.