Goodwin Advisors Jobs in Usa

• Manage the daily operations of the Career Center, including supervising Career Advisors (CAs) and supporting overall office oversight
• Conduct quality checks, review case management reports, and analyze performance data to drive service improvements
• Lead regular 1:1 meetings with direct reports to coach, address pushback, support conflict resolution, and ensure accountability
• Assist with customer escalations and provide hands-on support with face-to-face service when needed
• Attend leadership meetings and effectively communicate updates, expectations, and initiatives back to the team
• Support other supervisors as needed and help maintain an organized, compliant, and customer-focused environment

• 3+ years of management experience, including coaching staff, handling performance conversations, and holding team members accountable
• Experience with escalation management and conflict resolution in a customer-facing environment (non-profit or community-based experience preferred)
• Strong data and technology skills, including comfort navigating spreadsheets and creating reports in Word and Excel
• Ability to manage face-to-face customer interactions with empathy, creativity, and professionalism
• Bachelor’s degree preferred (relevant experience may be considered in lieu of education)

Cadillac Asphalt, a vertically integrated CRH Americas Materials Company, joint venture company, energetically drives to continually be a leader in our markets in quality construction materials and value added services by employing innovative techniques and customer-centric practices. We believe that our employees are the reason for our success and we focus on their development and advancement opportunities as well as attracting new talent to our organization. We encourage you to learn more by visiting or our parent company at Overview

Michigan Paving and Materials is seeking a Claims Manager who can manage and complete various claims and processes throughout the organization and third-party systems associated with the Risk and Safety Department. The individual selected for this role will be reporting to the Director of Safety and Risk Management and is expected to enhance the consistency pertaining to claim and risk management.

This position will be based out of the Michigan Paving and Materials Canton Corporate Office, and there are opportunities for remote work.

Job Functions

Claims Management – Workers Compensation, Liability Claims (Auto, Property, General, Contractual)

• Provide oversight of Workers Compensation and Liability claims by assisting in investigation, valuation, and ultimate resolution for both non-litigated and litigated matters.
• Mitigates the organization's exposure to risk by coordinating all claims-related activities along with our local management and safety managers.
• Reviews first and third-party claims for irregularities, accuracy, and completeness. Requests additional information, where necessary, for completion of claim processing. Maintains updated records and prepares required reports.
• Resolving bona fide claims at the least possible cost through various risk management and risk transfer techniques, whenever possible.
• Partnering with internal stakeholders, legal counsel, and third-party administrator (TPA) to drive WC and Liability claims resolution.
• Direct the program to ensure the proper and efficient handling of claims, gathering data on claims for both record keeping and loss forecasting purposes, and estimating the financial value of claims.
• Supports the Regional Director regarding all aspects of claims administration, loss forecasting, company compliance and analysis to assist in loss reduction and safety of employees.
• The primary function of this position is claims management. Knowledge and/or experience in contracts and insurance requirements would be a plus.

Contract Risk and Compliance

• Identifying contract risk and leading improvements to mitigate/reduce operational and contractual risk.
• Work with and assist Vendor Compliance Manager in the collection, review and submittal of contractual and insurance documents pertaining to contractors, subcontractors and vendors for the organization.
• Submitting claims and company incidents into internal and, when required, third party systems such as Riskonnect, Travelers, Liberty Mutual, ISNet, etc.
• Maintain documentation and submit required information pertaining to corporate risk & safety reporting, internal reporting systems and annual certification requirements.

Qualifications

Education/Experience

• Bachelor’s degree in business, finance, risk management, or a related field of study or equivalent experience.
• Minimum five (5) years of experience managing Liability claims with an insurer, third-party administrator (TPA), or risk management function.
• Demonstrated skills working with outside advisors, insurers, TPA, and legal partners.
• Professional designations such as CCP, AIC, ARM or paralegal experience a plus.
• Exposure to the building materials, construction or manufacturing sectors preferred.

Work Requirements

• Must be at least 18 years old.
• Must pass pre-employment drug screen and criminal background check.
• Strict adherence to safety requirements and procedures.
• Willingness to work independently and within a team environment, and assist the team with other duties as required.
• Must be willing to travel and work away from home when required and have a valid driver’s license.

Knowledge/Skill Requirements

• Knowledge/experience in Workers Compensation and Liability claims management and handling.
• Strong ability to gain stakeholder trust and create alignment around contractual terms to reduce risk.
• Excellent communication skills (both verbal and written) with strong problem-solving skills.
• High ethical standards.
• Complete work independently and resolve issues under pressure.
• Ability to effectively work and collaborate with people with a wide range of skills, experience, cultures, and capabilities.
• Demonstrates strong analytical and problem-solving skills along with a sense of urgency.
• Always maintain professional demeanor while representing the company.
• Regular and predictable attendance at assigned times is required.
• Other duties as directed by management.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Able to communicate with others by telephone and in person.
• Able to utilize a computer for word processing, email communication, and preparation of documents and presentations.
• May require sitting for extended periods of time.
• Driving to select jobsites and offices to meet with stakeholders.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• Usually, normal office working conditions.
• The noise level in the work environment is usually quiet.
• The position may require work outside of normal business hours.

What CRH Offers You

• Highly competitive base pay
• Comprehensive medical, dental and disability benefits programs
• Group retirement savings program
• Health and wellness programs
• An inclusive culture that values opportunity for growth, development, and internal promotion

About CRH

CRH has a long and proud heritage. We are a collection of hundreds of family businesses, regional companies and large enterprises that together form the CRH family. CRH operates in a decentralized, diversified structure that allows you to work in a small company environment while having the career opportunities of a large international organization.

If you’re up for a rewarding challenge, we invite you to take the first step and apply today! Once you click apply now, you will be brought to our official employment application. Please complete your online profile and it will be sent to the hiring manager. Our system allows you to view and track your status 24 hours a day. Thank you for your interest!

Michigan Paving and Materials, a CRH Company, is an Affirmative Action and Equal Opportunity Employer.

EOE/Vet/Disability

CRH is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

JOB TITLE: Account Manager –Medicare Support

JOB TYPE: FLSA Non-Exempt

SUMMARY: Provide marketing and administrative support to benefit advisors handling clients with Medicare products.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Support the Account Executive in managing client relationships.
• Deliver quality customer service to existing and new clients, as well as work with prospects.
• Run and prepare quotes/illustrations for Medicare plans.
• Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution.
• Maintain files for compliance and audits related to Medicare products.
• Provide and audit client applications for Medicare coverage.
• Manage applications during the underwriting process and request required medical records.
• Communicate status updates to clients during the application and underwriting process.
• Market applications for more favorable ratings when appropriate.
• Perform general administrative duties, including database maintenance, exam scheduling, photocopying, faxing, mailing, and filing.
• Provide IT backup when necessary.
• Assist with commission inquiries related to Medicare products.
• Coordinate with brokers to implement client renewals and outreach programs for Medicare plans.
• Undertake additional projects and special presentations as required.

REQUIREMENTS:

• Education: College Degree Preferred.
• 1+ years of experience in the insurance industry, particularly in Medicare support.
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Demonstrated cooperation and effective communication with clients, vendors, and co-workers.
• Ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness.
• Operational knowledge of various Windows-based application programs such as Excel, Word, PowerPoint, and current Internet technologies.
• Willingness to work overtime when necessary and is approved, due to the cyclical nature of the business.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

Technical Communicator & Certified Dealer Trainer

Classification

Exempt

Job Summary

The Technical Communicator & Certified Dealer Trainer serves as the primary technical knowledge resource within the dealership while also supporting certified dealer training programs. This role establishes a knowledge center to improve product resolution cycle times, enhances technician diagnostic and repair abilities, and ensures best practices are shared across all service locations. Additionally, the role delivers and coordinates certified dealer training, ensuring that technicians meet John Deere certification standards and are equipped with current technical knowledge. By combining advanced product support with structured training, this position enhances technician performance, reduces downtime, and fosters stronger customer satisfaction.

Essential Functions

• Technical Communicator (Primary Function)
• Acts as a resource for Technicians, Service Managers, Service Advisors, Parts teams, and customers to resolve critical product problems by assisting with diagnosis, repair, and best practice sharing.
• Conducts preliminary investigations into machine issues using CCMS, Machine Dashboard, Expert Alerts, and external resources.
• Ensures all necessary information is documented within CCMS cases before submission to John Deere.
• Coordinates CCMS cases between dealership technicians and John Deere factory support.
• Identifies emerging product quality concerns and supports problem resolution in collaboration with John Deere.
• Opens work orders and provides estimated labor and parts requirements when possible.
• Maintains current technical knowledge of engine, hydraulic, and electrical systems and related schematics through specialized training and experience.
• Prepares and analyzes service department reports; uses data to help drive efficiency, quality, and growth.
• Identifies and communicates technician training needs or gaps to ensure workforce readiness.
• Maintains positive, professional relationships with peers, management, and support resources while delivering exemplary customer service.
• Operates and maintains tools, equipment, and vehicles required for job responsibilities.
• Follows all safety rules and maintains a clean, orderly work environment.

Certified Dealer Trainer (Secondary Function)

• Delivers John Deere-certified dealer training programs to technicians across dealership locations.
• Coordinates with dealership leadership to assess training needs and schedule programs.
• Ensures training content aligns with John Deere certification standards, product updates, and market needs.
• Maintains training environments that meet safety and instructional standards.
• Monitors and reports training outcomes, including attendance, performance metrics, and feedback.
• Provides mentorship and support to technicians, reinforcing learning objectives and ensuring consistent application in daily work.
• Maintains strong relationships with the John Deere Training Organization and dealership stakeholders to ensure alignment with corporate training goals.
• Stays current on industry trends, John Deere technology, and competitive products to incorporate into training content.

Personal Development

• Completes John Deere University (JDU) training and certifications as outlined by the Director of Support Services.
• Stays current on new systems, technologies, and advancements in John Deere equipment and connected support tools.
• Reviews product improvement bulletins and technical communications to ensure compliance and readiness.
• Engages in continuous learning and skill development to enhance technical expertise and instructional effectiveness.
• Seeks feedback from peers, leadership, and training participants to improve performance.

Qualifications

• 5+ years of experience in service and parts department operations; technical training experience preferred.
• Strong knowledge of mechanical, hydraulic, and electrical systems used in heavy equipment.
• Experience with John Deere diagnostic tools (Service ADVISOR™, Parts ADVISOR™, JDLink™, CCMS).
• Proven ability to analyze technical issues, interpret reports, and communicate solutions effectively.
• Experience delivering technical or certification training programs preferred.
• Excellent communication, organizational, and interpersonal skills.
• High School Diploma or GED required; Associate or Bachelor’s degree in a technical or business field preferred.
• Valid driver’s license required; CDL preferred.

Physical & Environmental Requirements

• Frequent outdoor work, including walking, stooping, bending, and climbing on/off equipment.
• Ability to lift to 50 lbs.
• Use of proper PPE is required at all times.

The Technical Communicator & Certified Dealer Trainer must perform all duties safely and effectively, with or without reasonable accommodation. This description outlines the general scope of the role but is not an exhaustive list of all responsibilities.

Doggett is an Equal Employment Opportunity Employer

Title : Customer Success Engineer

Location: Santa Clara, CA (hybrid)

Duration: 12+ Months

Looking for those who can work on W2

Primary Skills

• Customer Success experience
• 5 years of experience in network security engineering, operations, support, or professional service, or similar roles.
• Working knowledge of Palo Alto Networks NGFW security platforms is highly desirable
• Network Security certification from Palo Alto Networks (PCNSA, PCNSE, Network Security Analyst, Next-Gen FW Engineer ) or CISSP, CCNA, CCNP, CCIE, or similar is highly desirable.

Job Description:

• We are looking for a Customer Success Engineer to join our dynamic team.
• Our Engineers are product experts, technical advisors, and customer advocates, using a proactive approach to ensure customers achieve their desired outcomes with our products or services.
• This role involves implementing custom integrations and workflows, providing deep product-level expertise, offering product support, and managing customer escalations.

Key Responsibilities:

• Provide technical expertise on our Next Generation Firewall (NGFW) technologies to ensure customers and partners maximize our products' potential.
• Work closely with our Product and Engineering teams to develop, integrate, and implement network security and endpoint solutions.
• Serve as a customer advocate, driving product adoption by influencing the product roadmap, leveraging new features, and identifying innovative use cases.
• Ensure customers maximize their investment by implementing and operationalizing our solutions to achieve their security objectives rapidly.
• Partner with account teams to deliver a high-visibility, high-touch delivery strategy, technical account plan deployments, and product-level success plans.

Qualifications:

• Experience with Enterprise network products (router, switch, servers, wireless, monitoring, management) is highly desirable.
• Working knowledge of Windows, Mac, and Linux operating systems is highly desirable.
• Proven results as a trusted technical advisor, interacting with client teams at various levels of technical and non-technical depth.
• Experience in customer escalations, account management, and project management.
• Ability to thrive in a matrixed team environment, anchored by our values of Collaboration, Disruption, Execution, Inclusion, and Integrity.

Job Title: Director of Enrollment                         

Salary Range: $75,000 - $105,000           

Location: Minneapolis, MN                      

The mission of BAYADA Education is to help bring More Great Nurses into the world through a revolutionary approach to nursing education. Our collaborative model of nursing education combines the power of leading health care systems with an innovative academic environment for students. The result is a revolutionary educational experience, designed to provide transformative training for future nurses. We are hiring for a Director of Enrollment to lead our recruiting team and efforts for new undergraduate and graduate nursing degree programs. 

Position Description:

The Director of Enrollment is responsible for leading the student recruiting function for undergraduate and graduate programs, including direct management of Enrollment Advisors and, when applicable, other administrative staff. They will also work with prospective students, helping them choose the nursing program that is right for them, and educating them on how to choose a great nursing school.

The Director of Enrollment must build and maintain productive relationships with internal and external counterparts, demonstrate in-depth student recruitment and nursing program knowledge, and a strong understanding of partner and BAYADA processes and policies to ensure enrollment objectives are met. This is a full-time position.

Core Responsibility and Expectations:

• Manage all areas of student recruitment for undergraduate and graduate nursing programs
• Participate in the interviewing, hiring, and selection of enrollment staff
• Train, coach, develop, supervise and evaluate enrollment staff through regular one-on-one and team meetings, documented student interaction and system observations, and pipeline reviews
• Assist your enrollment team with recruiting & counseling prospective students using a variety of outreach tools and techniques including phone, text, chat and email
• In collaboration with marketing, partner institutions, and key stakeholders, build undergraduate and graduate program cohorts in support of both near, mid- and long-term enrollment goals
• Effectively collaborate in the design and documentation of the new student enrollment process
• Regularly analyze, evaluate, and report on enrollment KPIs and pipeline reports. Provide accurate and timely enrollment forecasts
• Leverage quantitative and qualitative data to create and execute enrollment tactics to ensure  a high-quality student experience and successful cohort starts
• Collaborate with key stakeholders and provide relevant insights to solve problems in real time and continuously improve enrollment outcomes. Advocate for changes as appropriate to improve the student experience
• Represent the program and generate student interest through community events, college/career fairs, open houses, etc.  
• Build and maintain positive working relationships with team members
• Ensure the team follows documented processes, effectively uses technology tools, and adheres to and complies with all state, federal, university and company policies.
• Other duties as assigned by President, BAYADA Education 

Skills & Attributes:

• Passionate about finding and educating More Great Nurses
• Excellent listening, writing, and oral communication skills
• Highly organized with excellent attention to detail
• Goal oriented player coach who can support individual and team development
• Comfortable using technology to manage work and stay organized
• Use creativity and ingenuity to solve problems
• Be excited and motivated by a fast-paced, metrics-driven environment
• Support teammates and create an atmosphere of safety and collaboration
• Put students and patients first when considering the impact of decisions
• Strive to live The BAYADA Way values of Compassion, Excellence, and Reliability in your daily work

Position-Specific Minimum Qualifications:

• Minimum 2 years direct experience in higher education enrollment, recruitment and/or admissions
• Bachelor's degree required
• Three years of progressively responsible management experience
• Ability to read, write and effectively communicate in English
• Proven ability to build relationships with multiple stakeholders
• Position requires physical activity related to in-person events and student tours

Financial Operations Consulting & Support Analyst

Location: Kansas City, MO | Hybrid

Get To Know The Team:

In this role, you will be stewarding data on the SS&C SalesConnect system that allows asset managers to track financial advisors and the business they are doing with them. This is a fast paced job and requires complex thinking. Ability to work on your own is a must. Mandatory overtime will occur based on volumes.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Develop, interpret, and apply advanced knowledge of mutual funds, alternative products (e.g., ETFs, SMAs etc.), and support operations in order to perform multidisciplinary, complex, and unpredictable work.
• Combine experience and expertise of multiple vertical lines of business; core internal and operations-related applications, products, and processes; and customers' business operations to effectively lead, support, and/or perform operational activities in response to business needs.
• Improve operations by solving problems; generating ideas; creating better controls, products/services, product utilization, and process flows; sharing knowledge and expertise; and training and mentoring employees.
• Navigate and work horizontally across the organization, understanding how different areas integrate and impact each other.
• Understand the interrelationships among customers, vendors, and suppliers (e.g., banks, fund accounting agents, broker dealers).
• Demonstrate acquired knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues.
• Requires limited supervision and only general instructions on new tasks.

What You Will Bring:

• Strong communication skills for collaborating internally and externally via regular phone calls and emails.
• Experience assisting on projects or performing tasks of a moderate level of difficulty that require independent judgement.
• Minimally requires a Bachelor's degree, or high school degree and/or 2 years of related experience.
• Strong analytical and critical thinking skills
• Special consideration will be given for anyone with prior experience with Chorus/AWD and/or strength in MS Excel.

We are Toshiba. We have an unwavering drive to make and do things that lead to a better world.

At Toshiba, we commit to raising quality of life for people around the world, ensuring progress that is in harmony with our planet. Our core values include: Do the Right Thing, Look for a better way, Always consider the impact and Create Together.

Toshiba America Energy Systems Corporation (TAES) provides energy industry solutions – new equipment, retrofits, maintenance, outage planning and more – for current and future power generation needs in the Americas, including thermal, hydro and nuclear power plants.

Position Summary

We are seeking a Mechanical Field Service Manager to work out of our West Allis, WI office.The Mechanical Field Service Manager is responsible for the planning and execution of customer maintenance outages within the North American Toshiba fleet as well as Other OEM Steam Turbines and Generators. This role directly manages Toshiba’s domestic Field Service Technical Advisors and Site Managers, while working closely with supporting services such as craft labor, subcontractors, and commercial operations. Key responsibilities include ensuring safety, quality, on-time delivery, budget adherence, and customer satisfaction through direct involvement in outage planning and execution. This role supports opportunity development in collaboration with sales, engineering, and proposal teams, and is responsible for building all outage schedules and cost estimates during project bidding. They oversee outage execution, manage project tracking to budget, ensure compliance with customer requirements, and drive standardized completion of outages. Additionally, the role promotes continuous improvement in training and development within Field Services processes through the established TA Training Program.

Essential Duties

• Collaborate closely with Toshiba Sales and Marketing to develop future opportunities for Field Services.
• Work with Toshiba Engineering to manage planned work scopes in alignment with fleet recommendations, provide practical and timely disposition of discovery work, and implement technological improvements to processes.
• Manage all aspects of the Field Service department, including employee safety, execution quality, on-time delivery, outage planning, resource and outage scheduling, department budgeting, performance appraisals, personnel development, and subcontractor coordination.
• Direct the development of estimates, specifications, and maintenance/work packages that define work scope and resource requirements for outage projects.
• Develop necessary performance plans and budgets to ensure adequate funding and staffing in support of the Company’s goals and objectives for maintenance services.
• Establish cost control and review measures to monitor outage performance and ensure expenditures are prudent and within budget.
• Continuously identify and refine the proposal process to reduce quote cycle time.

Travel

• Project Travel required, up to 25% during outage season.

Education and Required Experience

• 10 years’ experience in field service operations with experience in steam turbine and generator equipment maintenance and service.
• Strong initiative and self-motivation.
• Experience in managing a remote team.
• Solid engineering and commercial judgment skills.
• Strong analytical skills to prioritize work and troubleshoot issues efficiently.
• Advanced level of planning and organizational skills.
• Above average verbal and written communications skills, including: directing personnel, report writing, communication with all levels of stakeholders both internal and external.
• Experience in effective procedure and process execution.
• Experience with the use and application of ERP systems.
• Proficiency in Microsoft Office (Word, Excel, and Power Point) and knowledge of document management concepts and computer-based document management systems is needed. Familiarity with Microsoft Project is highly desired.

Physical Requirements (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.)

While performing the duties of this job, the employee is regularly required to talk or hear and stand. The employee is occasionally required to walk, use hands to finger, handle or touch, stoop, kneel, climb, balance, crouch or crawl. The employee must occasionally lift and /or move up to 25 lbs. and rarely lift and/or move up to 50 lbs. The specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment will vary depending on the customer’s facility and the work to be performed.

Work Environment

While performing the duties of this job, the employee regularly travels to customer sites and is exposed to outdoor weather conditions, work near moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, and risk of electrical shock. The work within a customer’s facility is regularly loud and can often be extremely loud.

Additional Info

Toshiba employees enjoy a comprehensive compensation and benefit package including an annual bonus, a generous 401k match, health and wellness programs as well as generous time off.

Toshiba is an Equal Opportunity Employer.

Registered Client Service Associate (Trading and Operations) – Miami, FL

FinTrust Connect has partnered with a boutique, independent wealth management team in Brickell that supports high net worth and ultra-high net worth families and family-office style relationships across the U.S., Colombia, Mexico, and Spain. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation, liquidity planning, and multi-generational decision-making.

This is a plug-and-play opportunity for a mature, highly organized operator who thrives on fast turnaround, clean documentation, and high standards. You will execute trades, support account opening and ongoing maintenance across brokerage and advisory accounts, and provide RIA administrative support. You’ll also coordinate select client service items connected to complex structures, trusts, and estate planning workflows, plus occasional life insurance coordination as needed. Spanish is required and used throughout the day.

Why this opportunity?

• Culture: Relationship-driven, integrity-first environment with a long-term partnership mindset, personalized service, high accountability, and “performance with purpose” for multi-generational client outcomes.
• Workplace: Hybrid in Brickell. Expect to be in-office most days, with up to 2 days/week remote based on business needs and client meetings.
• Function: Primary ownership of trade execution and operational efficiency, with support across account opening, account maintenance, RIA administration, and documentation hygiene.

Requirements:

• Active FINRA Series 66 license
• Ability to execute trades with speed and accuracy
• 5+ years of wealth management client service and operations experience supporting advisors and client accounts
• Professional fluency in Spanish (used most of the day for client communication)
• Strong operational execution and follow-through with tight deadlines and high accuracy expectations
• Experience with account opening, account maintenance, and complex client structures (trusts/estates)
• High proficiency with Microsoft Excel and Outlook; strong document management discipline
• Ability to work onsite in Brickell as needed, with a hybrid cadence

Description:

• Execute trades based on client instructions and advisor guidance, ensuring timely entry, correct allocations, and clean documentation
• Maintain the trade blotter and operational logs; track status through settlement and resolve exceptions proactively
• Support account opening for brokerage and advisory accounts, gathering required documentation and ensuring completeness and accuracy
• Own day-to-day account maintenance, including routine updates such as W-8 forms and related client documentation
• Drive operational efficiency by streamlining day-to-day tasks, improving file organization, and tightening follow-up routines
• Partner with broker-dealer and custodian teams (including assigned account manager) to support requests, checks and balances, and service escalations
• Support administrative operations tied to the RIA, including keeping required records current and supporting reporting/aggregation workflows as applicable
• Coordinate with attorneys and external partners to support client estate planning workflows and documentation needs
• Provide operational support for lending-related requests when applicable, including opening a credit line and coordinating documentation
• Support life insurance coordination tasks for an affiliated business as needed (administrative follow-through and client readiness)
• Handle inbound client requests with strong service posture, clear communication, and consistent follow-through
• Maintain risk awareness, follow policies/procedures, and operate with strong attention to compliance, confidentiality, and audit readiness

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.

Job Description:

This is not your traditional event planning role. We’re seeking a Client Engagement Program Coordinator – a strategic, results-driven professional with strong organizational instincts, a sharp focus on execution, and a passion for driving business success through sales. This role is heavily sales-focused and execution-driven: you’ll be responsible for executing client-facing events and implementing client engagement initiatives that support lead conversion and overall revenue growth. You’ll bring energy and precision to every event while keeping the end goal – driving business impact – at the center of all you do.

Who you are:

• You thrive in a high-performance sales culture and understand how exceptional program execution drives pipeline and revenue.
• You take pride in delivering measurable results.
• You’re highly organized, a natural communicator, and confident managing cross-functional initiatives.
• You understand the impact of each touchpoint and continuously look for ways to improve client and prospect experiences.

Responsibilities/Tasks:

As an Onsite Event Coordinator, you’ll be the heartbeat of our in-person programs, ensuring every detail is just right. Here’s a taste of what you’ll do:

• Execute all logistical components of SWD’s client-facing programs (retirement workshops, & educational dinners, client appreciation events)
• Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow-up workflows and timely outreach
• Make reminder calls for events in a welcoming, friendly manner
• Provide phone coverage for our phone lines
• Screen registrants for events
• Handle confirmation calls and emails for events
• Oversee setup and execution of events each month
• Coordinate and follow up on each event with the rest of the marketing team
• Handle pre-work, set-up and post-event work for company events
• Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients
• Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting.
• Complete monthly marketing inventory tracking
• Handle preparation/coordination for educational events that will take place across the country
• Work cross-functionally with advisors, operations and marketing to ensure program alignment with firm-wide objectives.
• Be willing to help in another department as needed
• Assist other marketing efforts in other cities as needed
• Support with handling various “shared” email inboxes
• Support with Wine and Wisdom event research and coordinating
• Travel to and manage 3-4 client-facing events monthly (up to 8 evenings/month), acting as a key SWD ambassador on-site.
• Deliver consistent, premium experiences aligned with SWD’s brand values across all touchpoints.

Qualifications:

• Bachelor’s degree or equivalent work experience in program management, sales operations, events or marketing.
• Experience in financial services or professional services is strongly preferred.
• 1-2 years in a sales, program coordination or client success environment.
• Strong proficiency in Microsoft office and CRM systems (Salesforce and HubSpot strongly preferred)
• Willingness to work evenings, travel for national events and maintain a flexible schedule.

Position Details:

• Location: 5181 Natorp Blvd., Mason, OH 45040
• Commitment: Monday through Friday, 40 hours per week, with a flexible schedule around events. You’ll work up to 8 nights a month, typically until about 9 PM.
• Compensation: Hourly range is $27.88 to $29.81, plus a generous benefits package.

Want to Experience the Fun?

Check out our over-the-top experiences at /Careers. From company trips to exceptional opportunities, we’re confident you’ll find that we’re unlike any company you’ve ever worked for before!