General Staff Jobs

WHO ARE YOU?

Do you enjoy dance music? Do you excel at coordination and thinking on your toes? Then you’re in luck! We are looking for a highly motivated self-starter who embodies both a passion for dance culture and a love of the all things to do with project management. Is this you? Read on…

WHO ARE WE?

Insomniac produces some of the most innovative, immersive music events in the world. Enhanced by state-of-the-art lighting, pyrotechnics and sound design, large-scale art installations, theatrical performers and next generation special effects, our events captivate the senses and inspire a unique level of fan interaction. The quality of the Headliner experience is our top priority. Throughout our 30-year history, Insomniac has produced festivals, concerts and club nights for millions of attendees across the nation. The company was founded by Pasquale Rotella, and has been based in Los Angeles since it was formed in 1993.

Insomniac’s West Coast Clubs Division is focused on creating a best-in-class experience for our Headliners. Our expanding roster of club partners includes some of the world’s top venues, delivering performances from globally renowned DJs backed by top-notch sound and visuals. The diverse calendar of events celebrates the electronic dance music community and culture, offering an endless range of experiences. Insomniac’s West Coast Clubs Division includes venues such as Exchange, Academy LA, Time Nightclub, and Nova SD.

THE ROLE

Insomniac Events is seeking a highly motivated and proactive Talent Booking Coordinator to join the Clubs Division Talent Department. The Talent Booking Coordinator will coordinate and facilitate various Talent department functions, tasks, processes and projects. This position supports the Head of Talent for the Clubs.

RESPONSIBILITIES

• Talent/market research.
• Draft/build offer sheets.
• Manage clubs booking calendar.
• Monitor/review performance contracts.
• Ensure that timelines and milestones are followed and met.
• Facilitate effective communication between various talent agencies and the Insomniac talent department.
• Coordinate collating artist performance data.
• Coordinate information distribution to all agencies.
• Coordinate marketing strategies between artist and Insomniac marketing team.

QUALIFICATIONS

• Passion for live events and extensive knowledge of dance music artists and genres.
• Minimum one year of experience as an assistant at a talent agency, management company or events talent buying
• Bachelor’s degree in marketing, management, finance, economics, communications, or related experience.
• Must be proficient in Microsoft Office Suite (Excel, PowerPoint, Word), as well as Google Sheets, Docs, Drive, Slides, and Calendar.
• Strong communication skills both verbal and written, and must be able to actively and attentively listen.
• Able to adapt quickly to national and international time zones/cultures.
• Must be motivated with an “Everything is possible” attitude.
• Must be an active problem solver, instilled with a sense of urgency for projects large and small.

WORK ENVIRONMENT

• Must be able to tolerate loud noise levels & busy environments.
• May work in drastic temperature climates.
• Must be willing to frequently work and travel to events during evening and weekend hours, as required, to meet deadlines.

Applicants for employment in the U.S. must possess work authorization, which does not require sponsorship by Insomniac for a visa.

EQUAL EMPLOYMENT OPPORTUNITY

Insomniac strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

HIRING PRACTICES

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Insomniac recruitment policies are designed to place the most highly qualified persons available in a timely and efficient manner. Insomniac may pursue all avenues available, including promotion from within, employee referrals, outside advertising, employment agencies, Internet recruiting, job fairs, college recruiting and search firms.

Hiring Hourly Range: $26.00 – $35.00 USD

Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. It is estimated based on what a successful California applicant might be paid. It assumes that the successful candidate will be in California or perform the position from California. Similar positions located outside of California will not necessarily receive the same compensation. Insomniac takes into consideration a candidate’s education, training, and experience, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee’s salary history will not be used in compensation decisions.

Exchange LA

Summary/Objective

With a large portfolio of active projects across 9 major market sectors throughout Illinois and the surrounding states, Connelly Electric, Co. is the leading design build & plan/spec electrical contractor in the Chicagoland area, with a growing service division. Connelly Electric is seeking an established Project Manager who is confident, self-motivated, and passionate about taking care of the customer. The function of this role is to successfully plan and oversee implementation of a wide range of electrical construction projects through effective and timely communication with Customers and Field electricians.

Essential Duties

• Estimate, manage and run multiple projects.
• Have a well-rounded knowledge of the electrical industry from reading electrical drawings, understanding how to navigate specifications for all systems; lighting, power distribution, data/voice cabling, special systems, fire alarm systems and controls.
• Understand, interpret and explain plans and contract terms to workers and clients
• Work with superintendents and foremen to plan, organize, and direct activities related to projects
• Manage projects and verify that construction is proceeding in accordance with design specs
• Manage and oversee safety, quality control, permitting and licensing, outage planning, scope change control, progress reporting, and closeout reporting
• Manage procurement of material and services, and contractor and vendor performance
• Update job cost reports including work progress, costs, and scheduling updates
• Continually seeks opportunities to increase customer satisfaction and develop lasting relationships

Qualifications

• 10+ years of in field experience as a foreman electrician.
• 3+ years estimating experience. Accubid preferred but will accept ConEst.
• Strong time management, as well as problem solving and organizational skills.
• Ability to interact effectively and professionally with all levels of employees, both management and staff alike, vendors, clients, and others.
• Ability to meet critical deadlines.
• Ability to be self-motivated, proactive, and an effective team player
• (Bachelor of Science degree in Electrical or Mechanical Engineering; or Field experience preferred)

Connelly Electric Co

Candidates for this position must be based in DC, MD, or VA area or have independent plans for relocation.

The Ford Agency is working with an Arlington-based national association to find a Coordinator to support their Membership Team. This is a great opportunity for a candidate with 1-2 years in a membership role with demonstrated experience with interpersonal interaction, managing data and logistics, and collaborating with others. This is a temp-to-hire position with a hybrid work model.

Responsibilities Include:

• Assist members with renewal process and handle incoming inquiries
• Partner with other teams on membership initiatives
• Use various research resources to help members navigate solutions

Qualifications Include:

• Bachelor’s Degree
• Strong MSOffice skills along with Salesforce or other CRM experience
• Excellent interpersonal, communication, and presentation skills
• Strong attention to detail and ability to prioritize projects

The Ford Agency is a recruiting firm based in Washington, D.C. We represent a broad range of organizations including: non-profits, associations, legal, consulting, and government relations firms. This position is an opening with one of our clients.

This is a temp-to-hire role. For immediate consideration, please send your resume to:

[email protected]

ATTN: Membership Coordinator

To see more open positions available through The Ford Agency, please check out our website at www.ford-agency.com.

The Ford Agency

Overview

To be retailer experts and to thoroughly execute client plans. Grow our client’s business within each Retailer faster than the category and the Retailer themselves. Responsible for creating and sustaining client satisfaction by assisting in the development of business plans and owning clients’ execution strategies with the retailers they are assigned. Drives client growth across brands through a comprehensive and deep knowledge of the retailer’s operation and merchandising strategies and through unparalleled insight, effective selling, and execution.

Responsibilities

• Owns the development and maintenance of strong relationships with both Clients and Customers within a given geographic region, including a complete understanding of their goals and objectives.
• Present targeted strategic client plans to build effective and efficient brand promotion strategies and strengthen brand activation based on customer knowledge.
• Accountable for the execution of strategic plans for all Clients’ brands to Retailers within the defined geography. Key areas include sales, share, distribution, promotion, pricing, merchandising and financial management.
• Responsible for ongoing Client Team communication, engaging in proactive, ongoing communications to provide status, opportunities, manage expectations, and needs associated with achievement of Client’s Business plan.
• Owns the communication and transfer of knowledge about Customer changes and insights to drive understanding across relevant CROSSMARK positions, understanding the importance of being the “customer experts.”
• Consistently and exclusively use CROSSVIEW as the business planning, communication and execution framework to drive consistency and efficiency internally, as well as visibility and intelligence to the client and across positions internally.
• Assist Business Account Manager(s) and others in the development of targeted strategic Client plans to build effective and efficient brand promotion strategies and strengthen brand activation based on customer knowledge.
• Sells additional services to Clients through analysis understanding of Client’s strategy, performance insights, coupled with Customers’ performance by brand and/or category.
• Provides feedback and assists in preparation for CROSSVIEW Business Reviews and where appropriate, participates in the presentation.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Education/Experience: Bachelor’s degree preferred or a minimum of 10 years ‘experience in the CPG industry preferred; 10+ years of sales experience; PC knowledge and skills in word, excel, email and PowerPoint; Communication skills, including listening, presentations, written and verbal skills; Insights-based, consultative selling and negotiation skills; Intermediate Microsoft Office skills including Excel with pivot tables, Word, Outlook, PowerPoint.

Other Functions: Retailer knowledge and respect with/ by the retailer; Understanding of our client’s strategy; Clear understanding of client expectations; Understanding/ communicate insights; Persuasive selling; Professionalism

Performance Metrics: On budget execution of sales plan; New Item acceptances in accordance with client standards; Existing client growth (targeted revenue $/sales volume); Customer service (NPS)

Knowledge, Skills and Abilities: Communication skills, including listening, presentations, written and verbal skills; Insights-based, consultative selling and negotiation skills; Intermediate category management knowledge, including but not limited to the “4 Ps”; Business acumen and intelligence, including market and industry trends; Good organizational and time management skills; Customer service orientation; Ongoing professionalism and ability to handle pressure.

Certificates, Licenses, Registrations: A valid driver’s license.

Supervisory Responsibility: None.

Working Conditions: Office and field environment

Travel Requirements: Ability to travel within the US for customer, client or company meetings on an as needed basis.

Physical Demands: Ability to bring sample products to the account calls.

Language Skills: English is the primary language skill; however, bilingual skills may be required based on business necessity.

CROSSMARK is committed to providing accessible employment practices and welcomes applications from people with disabilities. If you require accommodation for a disability during any stage of the recruitment process, please let us know.

WIS International

San Vicente Bungalows Overview:

San Vicente Bungalows (“SVB”) is a prestigious private members-only club located in West Hollywood, California. Since its 2018 opening, SVB has established itself as a premier destination for individuals seeking a refined and intimate social experience. Our exclusive establishment offers an oasis of tranquility, luxury, and personalized service to our esteemed members.

Building on the success of the original West Hollywood location, SVB is expanding into Santa Monica (SVB SM) and New York City (SVB NYC) in 2024. Our eclectic members – both loyal and new to come – are set to enjoy even more benefits and legendary experiences.

Primary Purpose of the SVB SM Membership Director:

As the Membership Director at SVB SM, you will play a vital role in managing the club’s membership program and ensuring the exceptional experience of existing and potential members. Your primary responsibility will be to drive membership growth, oversee the application and approval process, and maintain strong relationships with current members to ensure their continued engagement and satisfaction. You will collaborate closely with the management team to uphold the exclusive and luxury brand image of SVB

Extensive onboarding will take place at our West Hollywood location.

Responsibilities:

Membership Acquisition and Growth:

·        Develop and implement strategies to attract new members to the club.

·        Execute targeted marketing campaigns to reach potential members and promote the benefits of joining San Vicente Bungalows.

·        Attend networking events and engage with prospective members to showcase the unique offerings of the club.

Membership Application and Approval Process:

·        Oversee the membership application process, ensuring all required documentation is completed accurately and in a timely manner.

·        Collaborate with the membership committee to present and review membership applications for approval.

·        Maintain strict confidentiality and discretion in handling sensitive membership information.

Member Relations and Engagement:

·        Maintain a presence at the club entrance during peak hours (12pm-2pm; 6pm-8pm); engage with members and their guests. Assist the front desk as needed.

·        Build and maintain strong relationships with current members, anticipating their needs, and ensuring a high level of satisfaction.

·        Act as the main point of contact for members, addressing their inquiries, concerns, and feedback promptly and professionally.

·        Organize and manage exclusive member events, gatherings, and activities to enhance member engagement and foster a sense of community.

Membership Retention and Renewals:

·        Implement retention strategies to ensure members renew their memberships on time.

·        Monitor member feedback and conduct regular surveys to gather insights for continuous improvement.

·        Analyze member usage patterns and preferences to tailor offerings and enhance the overall membership experience.

·        Take appropriate and timely action when members fail to comply with club rules. Issue warnings, suspensions, and termination is accordance with the club rules. 

Collaborative Coordination:

·        Work closely with other departments, including marketing, events, and operations, to ensure seamless integration of membership initiatives.

·        Collaborate with the Finance team to manage membership dues, payments, and billing processes efficiently.

Membership Reporting and Analysis:

·        Generate regular reports on membership data, trends, and growth metrics for presentation to the management team.

·        Utilize data-driven insights to optimize membership strategies and outreach efforts.

Qualifications:

Bachelor’s degree in Marketing, Business Administration, Hospitality Management, or a related field.

Proven experience in membership management, customer relations, or a similar role within a luxury club, high-end hotel, or exclusive community.

Demonstrated success in membership growth and retention.

Exceptional communication, interpersonal, and networking skills.

Ability to maintain a high level of discretion and confidentiality in handling sensitive member information.

Proficiency in using membership management software and CRM systems.

Strong analytical skills to interpret data and make informed decisions.

An enthusiastic and proactive approach to building relationships and delivering exceptional member experiences.

A passion for luxury hospitality and an understanding of the exclusive membership culture.

Joining SVB SM as the Membership Director offers a unique opportunity to be part of an exclusive and prestigious establishment, where you can create unforgettable experiences for discerning members and contribute to the continued growth and success of the club.

Compensation:

$100K-$125K base plus generous commission structure

Health Care benefits + 96 hours PTO + 401K match

Travel:  

Travel between Santa Monica and West Hollywood may be required

Reports to:

Global Director of Membership

San Vicente Bungalows- Santa Monica

Title: Senior Sales Manager / Sales Director ( Staffing, Professional Services & Solutions) – New Jersey (Hybrid)

Location: Jersey City, (Prefer NJ/NYC area, open to Hybrid)

Work type: Full Time

Compensation: DOE (Base + Commission)

Benefits: PTO, Health Insurance, 401K

Kellton is seeking an experienced Sales Director to lead its professional services division. We are a global IT services and digital product design and development company with subsidiaries that serve startup, mid-market, and enterprise clients across diverse industries, including Finance, Healthcare, Manufacturing, Retail, Government, and Nonprofits.

At Kellton, we believe that our people are our greatest asset. We are committed to fostering a culture of collaboration, innovation, and continuous learning. Our core values include integrity, customer focus, teamwork, and excellence. We are looking for a Sales Director who shares these values and is passionate about driving growth through strategic sales initiatives.

About Kellton:

We are a global IT services and digital product design and development company with subsidiaries that serve startup, mid-market, and enterprise clients across diverse industries, including Finance, Healthcare, Manufacturing, Retail, Government, and Nonprofits. At Kellton, we believe that our people are our greatest asset. We are committed to fostering a culture of collaboration, innovation, and continuous learning. Our core values include integrity, customer focus, teamwork, and excellence. To know more about our organization, please visit us at www.kellton.com

Responsibilities:

• Develop and execute sales strategies and action plans to drive growth • Identify and acquire new clients • Prospect new business opportunities through research, networking, and outreach. • Hire, train, develop, and motivate sales team members • Monitor and report performance to management • Develop, present, and adhere to annual sales budgets • Collaborate with recruiting and account management teams to achieve revenue targets • Work with the marketing team to develop professional services collateral • Foster a culture of continuous improvement and drive strategic change(s)

Requirements:

• Minimum 5 years of experience as a Sales Director or Senior Sales Manager in the recruiting and staffing industry • Demonstrated career history of meeting and/or exceeding annual sales targets • Ability to communicate, present and influence all levels of the organization, including executive and C-level • Proven ability to drive the sales process from plan to close • Bachelor’s degree in business or a relevant field

If you are interested in joining our dynamic organization, we would enjoy speaking with you about the opportunities available to join the team.

Interested applicants, please submit your detailed resume stating your current and expected compensation to srahaman@lenmaritcom or [email protected]

Kellton

Private nonprofit corporation is seeking a Client Services Assistant to join their team! $50,000-$60,000

Job Description: Client Services Assistant

This role reports directly to the Chief Operating Officer and Chief People Officer. General responsibilities will include managing event logistics, working registration tables, database administration, binder & file creation, SOP management, room set up, and general admin support. We are seeking someone to grow their career with our organization. Amazing benefits and paid overtime.

Responsibilities:

• Hybrid work from home and in-office position as required; will include offsite events and other remote activities. Wednesday and Thursday in the office.
• Manage complex calendars – scheduling events, meetings, and travel.
• Event Support: maintain contact lists, draft, and send electronic event invites.
• Produce and distribute correspondence memos, letters, faxes, and forms.
• Assist in the preparation of regularly scheduled reports.
• Maintain a filing system.
• Provide general support.
• Work daily in Microsoft Office programs, Adobe and SimpleView CRM database.
• Create ad-hoc reports, attend various meetings to take notes.
• Create PowerPoint presentations and manage tech equipment.
• Support meetings and community events by assisting with invites, RSVP’s, badge creation, table set-up and check-in.
• Welcome guests and customers by greeting them, in person or on the telephone, answering or directing inquiries.
• Professionally draft letters, reports, PowerPoint presentations, PDFs and more.
• Expected to make deliveries, pickups, etc. as needed.

Qualifications and Requirements:

• Professional demeanor and positive attitude.
• 2 years of support experience, preferably supporting more than 1 person.
• Event coordination experience plus strong organizational and planning skills.
• Excellent time management skills and ability to multi-task and prioritize work.
• Attention to detail and problem-solving skills.
• Knowledge of Microsoft Office Software, Mac, database experience.
• Excellent written and verbal communication skills.
• This position requires reaching and bending while cleaning and stocking.
• Must be at least eighteen (18) years of age and possession of a clean driving record.

Please submit your resume for consideration!

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

Career Group

Alaant Workforce Solutions is partnering with an Albany area-based company to fill its Senior Client Relationship Manager role!

This is a full time position, working for our client: base salary, bonus potential and excellent benefits package!

This is a high-visibility position! Will be responsible for consulting clients and managing all aspects of the client relationship for assigned retirement plan clients

Strong Retirement Plan advisory experience required.

Will be responsible for managing all aspects of the client relationships in the upstate NYS area.

Must live within 2-3 hours of the Albany, NY area. About 25% travel.

Hours and Benefits for the Senior Client Relationship Manager (hybrid):

• Work life balance! Pretty standard hours.
• Hybrid: work from home/office
• Excellent benefits include: medical/dental/vision insurance, generous 401k match and time off!
• Salary: $110-130K plus bonus potential
• Work for an established company!
• Busy and collaborative environment!
• Some travel required: mostly local travel (day trips) 3-4 times/month

Responsibilities for the Senior Client Relationship Manager (hybrid):

• Build and maintain relationships with C-Suite, retirement plan committee and board members, and engage them in discussion on their business needs and related activity.

• Lead consulting projects as appropriate for clients, including those on fiduciary practices, compliance analysis, benchmarking, plan design modeling, and vendor RFPs and RFIs.

• Research and evaluate newly passed legislation and regulations to determine the impact on clients’ retirement plans.

• Partners with client’s attorney as necessary to help review and resolve compliance issues.

• Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service.

• Ensure client satisfaction through periodic client meetings as well as discussions on service levels, investments, plan utilization, product offerings and plan design.

• Deliver fiduciary education to assigned clients as warranted.

• Responsible for client retention.

• Resolve administrative problems arising between and among participants and/or vendor.

• Coordinate all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.

• In coordination with client, develops annual communication and education plan to achieve overall retirement plan goals of participation and retirement readiness.

• Assist in sales presentations with Sales & Marketing team, as necessary.

• Maintain licenses in a current and proper status through Continuing Education training courses, seminars, and conferences, as scheduled, to meet FINRA and NYS Insurance Department requirements.

• Engage client in discussions on their business needs and related activity in order to determine if other company products and services may be appropriate and then make proper referrals.

Requirements for the Senior Client Relationship Manager (hybrid):

• Bachelor’s degree and 7+ years of retirement plan advisory experience (particularly with C-Suite level) required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.

• New York State Life and Health license and FINRA 6 & 63, 65 required or obtained within three months post hire

• Maintain cutting edge body of knowledge in the areas of plan design, regulatory, industry trends and investments.

• Must be proficient in Microsoft Office (Outlook, Work, Excel and PowerPoint).

• Must be detail-oriented and possess superior analytical, oral and written communication skills. Must be able to present complex topics in a clear, concise and understandable manner.

• Travel as required (at least 25%)

• Working from the company office located in the Albany, NY area is preferred; however remote work may be considered.

Alaant Workforce Solutions

Director of Sales and Services

Dayton Convention & Visitors Bureau

Dayton, Ohio

The Dayton Convention & Visitors Bureau is the destination marketing organization for Dayton/Montgomery County, Ohio. Our Mission is to collaboratively lead and advocate for the development of the region’s visitor economy, which contributes to a thriving community, a diverse tax base and lifestyle amenities for everyone to enjoy.

The Dayton Convention & Visitors Bureau is seeking a dynamic, collaborative team leader to direct and lead the Sales and Services department. The Director of Sales and Services is responsible for developing and implementing long- and short-term sales strategies and budgets to ensure achievement of goals and will hire, train and motivate a successful sales and services team. This is a full-time on-site position located in Dayton with the possibility of 1-2 remote work days per week. Must be willing to travel. A minimum of five years of experience in a sales leadership position with a convention and visitor’s bureau, hotel or related travel industry organization preferred. Bachelor’s degree in Business, Communications, Hospitality Industry or related area or equivalent work experience desired. 

Please submit resume and cover letter with salary requirements to [email protected]

Dayton Convention & Visitors Bureau

Alaant Workforce Solutions is partnering with an Albany area-based company to fill its Senior Client Relationship Manager role!

This is a full time position, working for our client: base salary, bonus potential and excellent benefits package!

This is a high-visibility position! Will be responsible for consulting clients and managing all aspects of the client relationship for assigned retirement plan clients

Strong Retirement Plan advisory experience required.

Will be responsible for managing all aspects of the client relationships in the upstate NYS area.

Must live within 2-3 hours of the Albany, NY area. Syracuse, NY area is fine! About 25% travel.

Hours and Benefits for the Senior Client Relationship Manager (hybrid):

• Work life balance! Pretty standard hours.
• Hybrid: work from home/office
• Excellent benefits include: medical/dental/vision insurance, generous 401k match and time off!
• Salary: $110-130K plus bonus potential
• Work for an established company!
• Busy and collaborative environment!
• Some travel required: mostly local travel (day trips) 3-4 times/month

Responsibilities for the Senior Client Relationship Manager (hybrid):

• Build and maintain relationships with C-Suite, retirement plan committee and board members, and engage them in discussion on their business needs and related activity.

• Lead consulting projects as appropriate for clients, including those on fiduciary practices, compliance analysis, benchmarking, plan design modeling, and vendor RFPs and RFIs.

• Research and evaluate newly passed legislation and regulations to determine the impact on clients’ retirement plans.

• Partners with client’s attorney as necessary to help review and resolve compliance issues.

• Maintain a strong and trusting relationship with clients to ensure we are providing superior customer service.

• Ensure client satisfaction through periodic client meetings as well as discussions on service levels, investments, plan utilization, product offerings and plan design.

• Deliver fiduciary education to assigned clients as warranted.

• Responsible for client retention.

• Resolve administrative problems arising between and among participants and/or vendor.

• Coordinate all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.

• In coordination with client, develops annual communication and education plan to achieve overall retirement plan goals of participation and retirement readiness.

• Assist in sales presentations with Sales & Marketing team, as necessary.

• Maintain licenses in a current and proper status through Continuing Education training courses, seminars, and conferences, as scheduled, to meet FINRA and NYS Insurance Department requirements.

• Engage client in discussions on their business needs and related activity in order to determine if other company products and services may be appropriate and then make proper referrals.

Requirements for the Senior Client Relationship Manager (hybrid):

• Bachelor’s degree and 7+ years of retirement plan advisory experience (particularly with C-Suite level) required. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.

• New York State Life and Health license and FINRA 6 & 63, 65 required or obtained within three months post hire

• Maintain cutting edge body of knowledge in the areas of plan design, regulatory, industry trends and investments.

• Must be proficient in Microsoft Office (Outlook, Work, Excel and PowerPoint).

• Must be detail-oriented and possess superior analytical, oral and written communication skills. Must be able to present complex topics in a clear, concise and understandable manner.

• Travel as required (at least 25%)

• Working from the company office located in the Albany, NY area is preferred; however remote work may be considered.

Alaant Workforce Solutions