Client Partner Remote Jobs in Oregon (US)
This page tracks remote client partner openings that are location-eligible for Oregon.
This page tracks remote client partner openings that are location-eligible for Oregon.
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518 Jobs
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• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact • Work with clients, producers and other team members to implement a comprehensive customer service plan • Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials • Complete cobra paperwork on behalf of the client, both at renewal and for new group set up • Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations • Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources • Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive • Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department • Resolve enrollment and eligibility issues • Research and resolve client billing issues • Maintain open and continuing communication with the assigned Client Executive on all client issues and events • Coordinate and participate in consistent training/mentoring events with the Client Executive • Coordinate meetings and updates as needed • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records • Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance • Project a professional image in action and appearance.
The largest platform for hiring top remote talent from Latin America.
Role Description Buscamos un People Performance Partner para trabajar directamente con el CEO y el Leadership Team, impulsando las decisiones más importantes relacionadas con talento, desempeño y estructura organizacional. Este no es un rol tradicional de Recursos Humanos. El foco principal no está en engagement, beneficios o cultura organizacional, sino en: - Aumentar la densidad de talento de la compañía. - Desarrollar a nuestros mejores profesionales. - Elevar la calidad de contratación para posiciones estratégicas. - Asegurar que el equipo de liderazgo evolucione al ritmo de nuestras ambiciones. La persona seleccionada tendrá visibilidad completa sobre el talento clave de la organización y será responsable de identificar oportunidades, riesgos y decisiones que permitan elevar continuamente la vara de desempeño en Workana. Responsibilities - Talent Density - Evaluar y calibrar regularmente el desempeño del equipo core y posiciones estratégicas. - Identificar gaps de performance y asegurar planes de acción concretos y oportunos. - Facilitar procesos de calibración y revisión de talento. - Garantizar que no existan problemas de desempeño sin visibilidad o seguimiento. - Desarrollo de Talento Clave - Identificar y desarrollar high potentials dentro de la organización. - Diseñar planes de crecimiento para líderes y contributors de alto impacto. - Construir y mantener un talent bench sólido para posiciones críticas. - Monitorear riesgos de retención y sucesión. - Organizational Design - Evaluar continuamente la estructura organizacional y las líneas de reporte. - Proponer cambios organizacionales alineados con la estrategia de crecimiento. - Acompañar promociones, cambios de rol y procesos de sucesión. - Asegurar que las decisiones organizacionales se ejecuten a tiempo. - Strategic Hiring - Participar activamente en la definición y evaluación de candidatos para posiciones clave. - Mejorar continuamente los procesos y estándares de contratación para roles de liderazgo y contributors críticos. - Medir y evaluar la calidad de contratación de posiciones estratégicas. - Leadership Partnership - Actuar como contraparte directa del CEO y del Leadership Team en temas de talento. - Liderar procesos de People Review y calibración. - Desafiar constructivamente a managers y líderes cuando sea necesario. - Aportar datos, análisis y recomendaciones para acelerar decisiones de personas. Qualifications - Experiencia liderando iniciativas de Talent Management, Performance Management, Organizational Development o People Business Partnering en empresas de alto crecimiento. - Experiencia trabajando directamente con ejecutivos senior, founders o equipos de liderazgo. - Historial demostrable impulsando decisiones de desempeño, promoción, sucesión y desarrollo de talento. - Fuerte capacidad analítica y orientación a resultados de negocio. - Excelente habilidad para influir, desafiar y generar alineamiento entre stakeholders senior. - Capacidad para manejar conversaciones complejas relacionadas con desempeño y talento. - Experiencia diseñando y ejecutando procesos de calibración, people reviews y planificación organizacional. - Inglés avanzado o fluido (obligatorio). El rol requiere interacción frecuente con documentación, reuniones y stakeholders en inglés. - Excelentes habilidades de comunicación escrita y verbal. Indicators of Success - Retención de A Players superior al 90%. - Más del 80% de los key hires considerados exitosos a los 6 meses. - Menos de 90 días entre la identificación de un gap de desempeño y la ejecución de acciones concretas. - Cobertura completa de procesos de calibración para liderazgo y talento clave cada 6 meses. - Mejora sostenida de la densidad de talento en posiciones estratégicas. What Will NOT Be Part of This Role - Payroll y administración de beneficios. - Procesos operativos de onboarding. - Reclutamiento masivo o sourcing para posiciones no estratégicas. - Organización de eventos internos o actividades de engagement. - Gestión diaria del desempeño de cada área. Benefits - Compensación competitiva en USD. - Trabajo 100% remoto. - Flexibilidad y autonomía para generar impacto. - Participación directa en decisiones estratégicas del negocio. - Oportunidades de crecimiento profesional dentro de una empresa en expansión internacional.
We partner with a global personal growth and education organization focused on helping individuals develop self direction, confidence, and long term fulfillment. Through structured programs and live experiences, we support professionals ready to elevate their mindset and create aligned success.
Role Description There comes a point where experience is no longer the question, it's how you choose to use it. If you're ready for more flexibility, greater ownership, and the ability to apply your skills in a way that actually reflects your potential, this role offers a different kind of opportunity to grow. Your results are shaped by your level of ownership, consistency, and commitment, not limited by fixed structures or hitting the ceiling. You'll be working in a performance-based environment where your effort and outcomes are directly connected, allowing you to expand both personally and financially over time. This is best suited for individuals who are ready to take what they've already built and apply it in a more independent, self-directed way. - Connect with individuals who are actively seeking personal and professional growth - Guide clients through simple, structured systems designed to create consistency and results - Build genuine, trust-based relationships - Support the promotion of personal growth programs and live events through authentic communication - Continue developing your own personal growth while applying what you learn - Use your communication and coordination skills to create momentum and meaningful outcomes - Work with easy-to-use digital tools to stay organized and efficient - Take ownership of your schedule, workflow, and results Qualifications - Strong communicators who naturally connect with others and build trust - Experience in client-facing, coordination, or people-focused roles - Self-motivated individuals who are ready to take ownership of their time, effort, and results - Comfortable working independently while staying consistent and focused - Open to learning, expanding personal growth, and applying proven systems - Interested in creating long-term financial growth within a performance-based role - Individuals who value flexibility, independence, and building something meaningful over time - Ability to commit consistent time and focused effort to a flexible remote role, with the option to scale your level of engagement over time - Based in the United States or Canada What You Can Expect - A flexible remote structure that allows you to design your schedule around your life - Ongoing training and support to grow both skill and confidence - A performance-based role where your results directly reflect your effort - The opportunity to expand both personally and financially over time - A supportive, growth-focused environment with like-minded individuals Compensation This is a performance-based role. Earnings are based on individual results, effort, and consistency. The posted range reflects what individuals actively engaged in the role can achieve over time, with additional earning potential available for those who take full ownership of their results. Company Description We partner with a global personal growth and education organization focused on supporting individuals in stepping into greater ownership of their results, their time, and their future. Through structured systems, online programs, and live events, we create an environment where individuals can apply their skills in a new way while continuing to grow both personally and professionally. We are a community of self-motivated individuals who value growth, flexibility, and building something meaningful with a shared belief that when you take ownership of your results, you create a life that reflects it.
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers, and application services. Our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.
Role Description We are currently seeking a Specialty Client Partner - Oil & Gas (Remote - US) to join our team in Remote, United States. This role is designed for a seasoned leader who can build trusted partnerships with payer executives while guiding organizations through increasingly complex, data-driven challenges. - Establish and nurture long-term, strategic partnerships with clients through continuous engagement, gaining deep insight into their industry, challenges, and growth priorities. - Oversee the end-to-end delivery of client engagements, while identifying and driving new business opportunities and expansion initiatives. - Manage a $5M+ portfolio, with accountability for revenue growth, client satisfaction, and overall account performance. - Develop and execute account and business plans to achieve growth targets and expand client relationships. - Lead the deal-shaping process, delivering compelling presentations and value propositions to executive stakeholders. - Engage and influence C-suite and senior leadership to strengthen relationships and expand NTT DATA’s footprint. - Maintain a 50% utilization target while balancing delivery excellence with growth objectives. - Provide coaching and mentorship to team members, fostering the development of future leaders. Qualifications - 15+ years of experience within the professional services industry. - 15+ years of proven success in account or client management roles. - 8+ years of experience in P&L management, financial oversight, and deal structuring. - 8+ years of experience leading and developing delivery teams. - Bachelor’s degree or equivalent combination of education and experience. - Ability to travel 25%+ as needed. Requirements - Strong background in technical program management within enterprise environments, particularly data and analytics initiatives. - Proven track record of achieving high levels of client and employee satisfaction. - Expertise in developing and executing account strategies. - Experience across diverse environments, including Big 4 consulting and/or high-growth startup settings. - Demonstrated success in team leadership, mentorship, and talent development. Benefits - Medical, dental, and vision insurance. - Flexible spending or health savings account. - Life and AD&D insurance. - Short and long term disability coverage. - Paid time off. - Employee assistance program. - Participation in a 401k program with company match. - Additional voluntary or legally-required benefits.
Role Description Our client is one of the fastest-growing law firms in the United States, recognized for a forward-thinking culture that prioritizes autonomy, innovation, and client impact. They are looking for an established Partner to join their team—someone who values the backing of a premier national platform but demands the flexibility to build their practice on their own terms. We operate with an entrepreneurial mindset. We believe in removing the "BigLaw" barriers that stifle growth. Whether you are seeking a truly national remote practice or a hybrid setup, we provide the cutting-edge technology, administrative support, and collaborative culture to ensure you are equipped for success without being tethered to outdated firm mandates. What You’ll Do - Grow Your Practice: You will have full ownership and autonomy to develop your client base, supported by a firm that values lateral talent and encourages entrepreneurial growth. - Collaborate: Tap into a massive, multidisciplinary platform. You aren’t siloed; you are encouraged to cross-sell and leverage expertise from across our 19+ offices. - Lead: Drive strategy for your clients, mentor associates, and participate in firm leadership as a key stakeholder. Our Practice Areas - Business & Finance: Mergers & Acquisitions, Business Litigation, Financial Restructuring, Corporate Governance, General Counsel Services. - Real Estate & Construction: Land Use, Development, Leasing, Construction Law, Eminent Domain, Water Law. - Tech & Innovation: Emerging Businesses & Technologies, Intellectual Property, AI Consulting, Blockchain & Cryptocurrency. - Industry-Specific: Agribusiness, Advanced Energy, Cannabis Business, Health Care, Gaming & Hospitality, Food & Beverage, Logistics. - Private Client/Regulatory: Estate Planning & Litigation, ERISA, Immigration, Government Relations, Insurance Coverage, Tax Law. - Litigation/Other: ADA & Accessibility, Professional Liability, Appellate, Labor & Employment. Qualifications - A demonstrated, portable book of business ranging between $300,000 and $5,000,000. - A proven ability to generate business and a desire to thrive in a self-directed environment. - We are a "people-first" firm. We value partners who are collaborative, communicate clearly, and lead with empathy. - Current partner or senior-level attorney with a solid track record in their respective practice area(s). Compensation & Flexibility - Performance-Driven Compensation: Partners receive 67% of their collected billables, providing a transparent and lucrative path for high-performing attorneys. - Flexible Billable Hours: We do not believe in arbitrary hour requirements. Your billable goal is flexible and determined by you, based on your business development needs, personal lifestyle, and professional goals. - Remote-First Support: Our "Forward" remote platform provides full access to firmwide collaboration, AI-driven legal tools, and a support infrastructure that ensures you never feel like a "remote" attorney—just a connected one. Why Join Us? We are reshaping the traditional partnership model. By combining the stability and prestige of an Am Law 200 firm with the agility of a boutique, we allow you to focus on what you do best: practicing law, growing your practice, and maintaining the quality of life you deserve.
Role Description Onterris is seeking a Key Client Leader to lead one or more of our most significant client relationships. This role is for driving long-term account growth, deepening client partnerships, and deploying Onterris full environmental platform to help clients solve complex operational, regulatory, and sustainability challenges. This position requires a proven strategic commercial leader who understands the realities of the chemical sector including regulatory pressure, emissions reduction, operational risk, and capital discipline, and can translate those needs into practical, defensible, and commercially sound environmental solutions. The compensation range for this role is $150k to $200k in addition to an annual bonus (10-15%), commensurate with experience, skills, and geographic location. To thrive in this role, you’ll be comfortable taking ownership of the following responsibilities: - Own the enterprise-level relationship for major client(s), serving as the primary executive point of contact and trusted advisor. - Develop and execute a multi-year strategic account plan, including revenue growth targets, service expansion, and client retention strategies. - Lead and coordinate a cross-functional Client Solutions Team, ensuring consistent delivery, clear communication, and accountability across service lines. - Partner with the relevant Market Sector Leader and fellow sector Account Managers to support sector initiatives, while mentoring and providing guidance to staff responsible for leading and managing key accounts across the sector portfolio. - Align the Onterris monitoring, measurement, permitting, remediation, engineering, and advisory services across geographies to the client’s priorities. - Identify, qualify, and advance new opportunities by proactively understanding the client’s assets, regulatory environment, and long-term business objectives. - Ensure disciplined use of CRM tools (e.g., Salesforce), accurate forecasting, and clear reporting to executive leadership. - Provide account-level oversight and accountability by monitoring overall portfolio health (schedule, budget, quality, and risk), intervening when performance or relationships begin to drift, elevating and resolving client issues at the executive level, and ensuring lessons learned are consistently applied to improve outcomes across the account. - Partner with marketing and pursuit teams on major opportunities. - Serve as the internal advocate for the client, translating client needs into actionable direction for technical teams and leadership. - Use client insight to drive continuous improvement, shaping internal practices and capabilities to better meet evolving client and market needs while reinforcing a client-centric culture. Specifics: - Develop a Key Client Plan: Create a comprehensive client plan that includes client intelligence, historical performance, short-, medium-, and long-term goals, relationship mapping, and corresponding action plans. - Salesforce Discipline: Ensure all information is current in Salesforce including account plan, team members, action items, pipeline, bookings and contacts. - Establish a Key Client Solutions Team: Lead a Key Client Solutions Team (cross-functional, multi-business unit) team and create alignment and shared accountability for revenue growth. - Implement Key Client Cadence Calls: Establish monthly calls to review action items, align on initiatives, assess financial performance, and monitor progress toward defined goals. - Maintain a Healthy Pipeline: Build and track a 3×–5× unweighted pipeline and a 1.25× weighted pipeline in Salesforce, aligned to year-over-year growth objectives. - Conduct Key Client Check-Ins: Schedule regular meetings with key client stakeholders, executive sponsors, and market sector leaders, with a goal of at least one engagement per quarter. - Be a brand ambassador: Represent the company at industry events, conferences, and trade shows and increase Onterris market visibility and positioning. Qualifications - 10+ years in sales, account management, or business development (technical or environmental services preferred). - Demonstrated success managing and growing large, complex accounts ($5M–$20M+). - Strong ability to translate technical solutions into commercial value. - Deep experience with CRM systems (Salesforce) and data-driven sales management. - Proven capability in strategic thinking, executive communication and influence, and cross-functional leadership. - Analytical mindset with ability to turn data into actionable insight. - Comfortable operating in a fast-paced, high-accountability environment. Company Description Onterris is a leading global environmental solutions company partnering with organizations to solve complex challenges where environmental pressures, regulatory expectations, and operational risks intersect. Guided by our mission to advance the way of life without compromising the integrity of our environment, we believe environmental responsibility and human progress are fundamentally connected. Our scientists, engineers, field teams, and consultants apply systems thinking that unites science, data, and practical expertise to deliver solutions that strengthen our clients’ resilience, mitigate risk, and protect the air, water, and soil that sustain communities, while uncovering responsible paths forward for planet and progress.
Cognizant is an award-winning global provider of information technology and business consulting services. Founded in 1994, the company is headquartered in Teaneck, New Jersey, and
Role Description As a Client Partner, you’ll act as the trusted advisor to our base of customers. Your focus will be on building client relationships and driving future business bookings and revenue. Your role is client champion, a trusted advisor, and facilitator who drives client business results. To succeed in this role, you need to be laser-focused on your client's business, a self-starter with excellent time management skills, able to manage your time and customers’ expectations, while staying adaptable to customer-driven priorities. The Client Partner reports to a Client Director within the Sales organization. - Account management, leading and growing your allocated client accounts - Provide sales support/solutioning to existing customers - Develop new business opportunities from existing accounts - Represent your clients' needs and feedback to our internal teams - Serve as a trusted adviser to ensure customer’s overall satisfaction with our services - Act as strategic adviser to customer and drive awareness of Collaborative service offerings and develop roadmaps - Manage staffing changes on existing accounts and work with sales and delivery to manage escalations - Participate in prospect and sales calls and support the sales to service transition on new deals sold - Maintain key internal and external partnerships with Sales, Solution Architects, Consulting Services, Resource Management, Workday and our alliance partners - Provide guidance on strategic IT roadmaps Qualifications - Workday Experience, preferred - Bachelor's degree or equivalent experience required - Five or more years of experience in a customer services role (consulting or account management) - Ability to engage with senior stakeholders - Practitioner background in HR, Payroll, or Financials is ideal - Ability to travel to customer sites as needed - Excellent verbal and written communication skills, including the ability to deliver presentations at the Executive level - Ability to manage your time, the customer demands, and competing priorities with a high focus on customer service - Ability to work with cross functional teams and develop strategy - Minimal travel required, but must be willing to travel on-site if needed Requirements - The annual salary for this position is between $110,000- $147,500 USD depending on the experience and other qualifications of the successful candidate. - This position is also eligible for Cognizant’s discretionary annual incentive program, based on performance and subject to the terms of Cognizant’s applicable plans. Benefits - Medical/Dental/Vision/Life Insurance - Paid holidays plus Paid Time Off - 401(k) plan and contributions - Long-term/Short-term Disability - Paid Parental Leave - Employee Stock Purchase Plan Company Description Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Why choose Cognizant: - Entrepreneurial environment that welcomes your ideas - Opportunity to do great work - Outreach programs that support communities and tap into your volunteer spirit - Learning opportunities to help current needs and advancement - Global operations, with opportunities in North America, Europe and Asia Pacific - An abundance of Affinity groups to meet your needs Cognizant Core Values: - Work as One: We think beyond roles, relying on each other’s strengths to win as a team. - Raise the Bar: We always aim for excellence in how we work and what we deliver. - Dare to Innovate: We push boundaries and take chances to reimagine what’s possible. - Do the Right Thing: We all lead with integrity and always make the ethical choice. - Own It: We own the outcomes for our company, colleagues, and community.
From soup to snacks, we've connected people through food they love since 1869.
Role Description The Plant Digital Partner serves as the primary digital relationship manager for a designated group of manufacturing sites. This role partners with plant leadership to align plant priorities with enterprise digital capabilities, manage demand intake and prioritization, and support the successful deployment and adoption of digital solutions. The Plant Digital Partner works closely with plant operations and enterprise digital teams to help ensure technology investments are aligned to business needs and deliver operational value. - Serve as the primary point of contact between plant leadership and enterprise digital teams, representing plant priorities and operational requirements. - Partner with plant leadership to develop, maintain, and execute plant digital roadmaps aligned with plant priorities and enterprise digital strategy. - Manage intake, assessment, and prioritization of digital initiatives and automation requests, translating plant needs into clear business requirements and implementation priorities. - Partner with plant and corporate leadership to inform plant digital investment priorities and align spending to business value. - Serve as the key escalation point during major technology incidents, coordinating communication between support teams and plant stakeholders to help minimize production downtime. - Lead regular service reviews with plant leadership to align maintenance schedules, planned downtime, and service expectations with plant operations. - Support change management activities, including user readiness, testing, validation, and adoption of new digital capabilities within plant operations. - Coordinate with technology vendors and service providers to support deployment and lifecycle management of plant hardware, including industrial tablets, mobile scanners, and HMIs. Qualifications - Bachelor’s degree in Computer Science, Information Technology, Engineering, or a related field. - 6+ years of experience in IT/OT business partnering, plant technology leadership, or technical project management within a manufacturing environment. - Strong business relationship management skills, with the ability to build credibility and work effectively with plant leadership in a manufacturing or supply chain environment. - Strong communication skills, including the ability to translate technical constraints into clear operational impacts and communicate plant requirements to enterprise digital teams. - Strong coordination and prioritization skills, with experience managing demand intake, tracking initiatives, and balancing long-term priorities with immediate plant needs. - Working knowledge of manufacturing operations and digital manufacturing technologies, including MES/MOM, industrial data platforms, connected worker solutions, and plant system integrations. - Proven ability to influence across a matrixed organization and drive alignment among plant leadership, centralized technical teams, and other stakeholders. Requirements - Professional Licenses or Certifications: BRMP, PMP, Agile/Scrum, or ITIL certifications preferred. - Certifications in manufacturing technology or automation, such as MESA or ISA CAP, are a plus. Physical Demands - Ability to safely navigate active manufacturing environments requires walking long distances and standing for extended periods on the shop floor. - Must strictly adhere to all site-specific safety, quality, and Personal Protective Equipment (PPE) requirements. Work Environment - Remote, with travel to manufacturing sites as needed. - Travel Required: 10-30% Compensation and Benefits - The target base salary range for this full-time, salaried position is between $117,000-$168,200. - Individual base pay depends on work location and additional factors such as experience, job-related skills, and relevant education or training. - Total pay may include other forms of compensation. - We offer competitive health, dental, 401k and wellness benefits beginning on the first day of employment.
Role Description The Ecumenical Liaison appropriately conveys, interprets, and embodies policies and tenets of the constitution of the Presbyterian Church (U.S.A.) (PCUSA), and serves as an active and integral resource to PCUSA ecclesial partners, PCUSA constituents, as well as other strategic partners. - Represent, support and ensure appropriate engagement of the PCUSA with ecumenical, global, community-based, civil society and international partnerships around the world. - Collaborate closely with the Stated Clerk through the Ecumenical & Inter-religious Relations sub area. - Facilitate denominational support for partner programs, relationships, and activities. - Implement local, regional and/or global strategies. - Serve as a resource for connection and information between Mid Councils, diaspora communities, partners and PCUSA entities. - Report to a manager accountable to the director of Global Ecumenical Partnerships. - Connect with appropriate Ecumenical Liaisons that are domestically focused as well as with team members throughout Partnerships Beyond and the Unified Agency. Roles and Responsibilities - Work with the IUA Global Ecumenical Partnerships ministry area to develop and implement strategy for each active region of the world. - Create common spaces for information sharing and decision-making among strategic global partners and the PCUSA. - Stay well-informed of events and developments in the area and interpret the life and witness of global partners to the PCUSA constituencies. - Represent effectively PCUSA to international partners and ecumenical entities at meetings and consultations. - Monitor financial disbursements to partners according to PCUSA grants policy. - Assist in developing security and other humanitarian assistance plans for specific regions as needed. - Maintain a flexible work location, with the ability to connect and resource the countries/regions served. Qualifications - Bachelor's degree, with relevant work experience; Master's degree preferred. - At least 4 years of experience in cross-cultural or international ministry. - Faith commitment to Jesus Christ and strong Christian witness in the Reformed tradition. - Understanding/comprehension of the PCUSA constitution. - Knowledge of and commitment to the ecumenical witness and ministry of the PCUSA. - Language skills appropriate to the region. - Networking capabilities; cultivation of relationships. - Proficiency in Microsoft Word, Excel, and PowerPoint. - Excellent written and oral communication skills; good listening skills. - Strong interpersonal skills, able to relate well with a diverse range of people. - Demonstrated skills in working in a team relationship. - Able to maintain emotional balance under stress. - History of accountability and transparency. - Able and open to learning from others. Helpful Skills - Leadership in contexts of church, faith communities, and non-government organizations. - Training, meeting facilitation, and/or public speaking. - Project and time management; record-keeping. - Social media savvy. Required Competencies - Able to function effectively as a representative of the PCUSA. - Self-motivated. - Organized. Physical Requirements - Travel required (domestic and international). - Ability to work evening/weekend hours on occasion. - Ability to see, hear, speak, type, write, and move from one location to another while performing tasks. Benefits - Defined Pension Plan. - Medical. - Dental. - Vision. - Basic Life Insurance. - Short-Term and Long-Term Disability. - Employee Assistance Program (EAP). - Flexible Spending accounts. - 403(b) Retirement Savings Plan. - Vacation Days. - Sick Days. - Paid Holidays. PCUSA Commitment Our faith in God inspires our commitment to the values of diversity, equity, inclusion, and belonging and is grounded in scripture, the Constitution of the Presbyterian Church (U.S.A.), and actions of the General Assembly of the Presbyterian Church (U.S.A.). Presbyterian Church (U.S.A.) is committed to being an Equal Employment Opportunity Employer as defined by the U.S. government, including gender identity and sexual orientation. Candidates from Presbyterian communities in the global south and other historic Presbyterian Communities of Color, preferably with theological training and fluency in languages other than English, are encouraged to apply.
Senior Client Development, Private Wealth Remote (United States) Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Duties and Responsibilities - Network utilizing various channels to develop qualified potential clients - Coordinate with executive team to meet sales goals - Develop and implement proactive and digital campaigns to identify and prospect future clients - Build brand awareness - Market financial planning, investment strategy and products to prospective clients - Build a referral network and network with referral sources Requirements - Bachelor’s Degree - 8+ years in a high growth and dynamic sales environment - Experience in wealth management, financial advisory, or other financial services highly preferred - Proven ability to self-start, take initiative, and drive results - Excellent written and verbal communication skills - Ability to work both independently and within a team to achieve shared goals
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