Retail Brand Associate ( Fullerton) Avocado MattressRetail Brand Associate ( Fullerton)Fullerton, California$21–$24.56 / hourRecord and relay recurring customer feedback and insights to internal teams such as tech, marketing, design, and product in order to constantly improve the customer experience. Ensure the sales floor, windows, displays, and back stock areas are kept clean, organized, and visually appealing at all times.
Associate Banker Bank of MontrealAssociate BankerIrvine, CA$43,100–$58,300 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Client Service Representative - OVERNIGHT VCA IncClient Service Representative - OVERNIGHTOntario, CA$18–$20 / hourAs a CSR, you must be a self-starter with a strong attention to detail, ability to work in fast-paced environment, be able to handle difficult cases and clients, and have outstanding communication skills. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
Project Manager, Client Services (Evening Shift 1PM-9PM PST) Lighthouse Document Technologies IncProject Manager, Client Services (Evening Shift 1PM-9PM PST)CAThis includes creating work orders for tasks associated with data intake, culling, processing, hosting and production and completing quality checks to ensure the accuracy and completeness of work product before it is released to clients. Factors that may be used to determine your actual salary may include a wide array of factors, including: your specific skills and experience, geographic location, or other relevant factors.
Client Services Manager East West Bancorp IncClient Services ManagerPasadena, CAOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Provide superior client service as related to deposit and business account services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
["Seasonal Part Time Client Associate - 2nd & PCH","Seasonal Part Time Client Associate - 2nd & PCH"] Travis Mathew["Seasonal Part Time Client Associate - 2nd & PCH","Seasonal Part Time Client Associate - 2nd & PCH"]Long BeachInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNewport Beach, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Associate - Commercial Real Estate- Commercial Term Lending JPMorgan Chase Bank, N.A.Client Associate - Commercial Real Estate- Commercial Term LendingPasadena, CAFull timeAs a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateIrvine, CAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Registered Client Service Associate StifelRegistered Client Service AssociateIrvine, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncRegistered Client Service Associate (Newport Beach, CA)Newport Beach, CA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Senior Client Associate The IMA Financial Group IncSenior Client AssociateAnaheim, CA$65,000–$75,000 / yearESSENTIAL JOB DUTIES include but are not limited to: Provides advanced operational and client support across complex lifecycle needs, including renewals, client presentations, and carrier coordination of materials & contracts. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Part Time Client Associate - Fashion Island CA TravisMathewPart Time Client Associate - Fashion Island CANewport Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Client Associate - 2nd & PCH TravisMathewClient Associate - 2nd & PCHLong Beach, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Client Associate - Del Amo TravisMathewPart Time Client Associate - Del AmoTorrance, CaliforniaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Associate Client Manager The IMA Financial Group IncAssociate Client ManagerPasadena, CA$70,000–$75,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Associate Client Manager IMA Financial GroupAssociate Client ManagerPasadena, CA$70,000–$75,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Client Service Associate Stifel Financial CorpClient Service AssociateNewport Beach, CAUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateIrvine, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Client Service Associate StifelClient Service AssociateNewport Beach, CaliforniaFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Services and Sales Associate Hammer & Nails Grooming Shop for Guys - South BayClient Services and Sales AssociateHawthorne, California$19–$21We are seeking a Sales Associate to join our team in Southbay, responsible for achieving sales revenue through membership sales, gift card sales, products, and services. Working with our Point of Sale system (POS) Scheduling client services, ability to increase booking by recommending other services at the time of booking.
Client Service Associate Raymond James Financial IncClient Service AssociateBrea, CA$60,000–$85,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
NewClient Sales Associate (Remote) Stratford DavisClient Sales Associate (Remote)Riverside, CARemoteWe are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.
Senior Associate - Client Success Baker Tilly Virchow KrauseLLPSenior Associate - Client SuccessIrvine, CA$83,820–$127,120 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IIIrvine, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Client Success Associate EBizChargeClient Success AssociateIrvine, CaliforniaEscalate complex technical issues to appropriate support teams while maintaining ownership of client communication. Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner.
Client Advisory Associate Whittier TrustClient Advisory AssociateNewport Beach, CaliforniaThe candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Client Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, CaliforniaTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Operations Associate EBizChargeClient Operations AssociateIrvine, CaliforniaOur administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
NewCoord, Client Services ICONMA, LLCCoord, Client ServicesLong Beach, CA$29.19–$32.02 / hourPerforms general office duties which include, but may not be limited to, answering the phone, returning phone calls within 24 hours, obtaining insurance verification for all patients, photocopying, scheduling appointments, meetings and conferences. Ensures a positive atmosphere during the entire continuum of care for all customers including, patients, families, physicians, case managers, payers, and members of the healthcare team.
National Client Manager - Property Condition Assessments EFI GlobalNational Client Manager - Property Condition AssessmentsInglewood, CaliforniaPerforms project management duties associated with property condition assessments and related interactions with clients and inspectors by developing project budgets, preparing contracts, monitoring project progress and schedules, setting deadlines, evaluating project, monitoring response time to client requests, and ensuring invoices are processed and billed. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting.
Client Support Specialist II Citizens Business BankClient Support Specialist IIRancho Cucamonga, CA$20–$24.08 / yearHigh School diploma or GED; a minimum of one year working experience and/or training in treasury product services (including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or equivalent combination of education and experience. This critical telephone and email based role is essential to the success of the Bank and requires a focus on team, creating customer satisfaction, and taking ownership of resolving various inquiries.
Client Support Specialist III Citizens Business BankClient Support Specialist IIIRancho Cucamonga, CAHigh School diploma or GED; a minimum of three years working experience and/or training in treasury product services (including ACH, Wire, Positive Pay, Remote Deposit Capture, and Cash Vault); or equivalent combination of education and experience. This critical telephone and email based role is essential to the success of the Bank and requires a focus on team, creating customer satisfaction, and taking ownership of resolving various inquiries.
Trust Operation Specialist - Client Service Columbia Banking System IncTrust Operation Specialist - Client ServiceOrange, CA$22.61–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Private Client Advisor Columbia Banking System, Inc.Private Client AdvisorIrvine, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Client Engagement Coordinator Hub InternationalClient Engagement CoordinatorNewport Beach, CA$28–$33 / hourThe expected salary range for this position is $28 - $33/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Client Engagement Coordinator Hub International InsuranceClient Engagement CoordinatorNewport Beach, CaliforniaThe expected salary range for this position is $28 - $33/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.
Commercial Client Services Representative Columbia Banking System IncCommercial Client Services RepresentativeIrvine, CA$20–$28 / hourProvide high level of client service for all products and services, to include fielding client requests, via phone, email and other communication channels; subject matter expert for Deposit and Treasury Management products. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Client Manager Commercial Lines The IMA Financial Group IncClient Manager Commercial LinesPasadena, CA$90,000–$100,000 / yearPursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Services Representative | KSNA Clay Lacy Aviation, Inc.Client Services Representative | KSNASanta Ana, CA$19.98–$26.29 / hourOur client services team members are trusted with delivering an experience worthy of the world's most discerning travelers - and we invest in the people who make that happen, with comprehensive benefits and real opportunities to grow within the company. We understand the contribution each employee makes to our accomplishments and so our goal is to provide a comprehensive program of competitive benefits to attract and retain the best employees available.
Lead Client Executive (Commercial Lines) IMA Financial GroupLead Client Executive (Commercial Lines)Pasadena, CA$130,000–$150,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Client Manager (Commercial Lines) IMA Financial GroupClient Manager (Commercial Lines)Pasadena, CA$90,000–$100,000 / yearPursue a program for professional development, including attending educational classes in your specific field and those offered by Bolton in communication, leadership, corporate language and other classes as recommended by leaders. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Vice President, Sales Executive - West Emerging Client Portfolio Deloitte Touche Tohmatsu LtdVice President, Sales Executive - West Emerging Client PortfolioCosta Mesa, CA$171,600–$338,300 / yearWorking hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in developing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process. The role demands an experienced hunter-entrepreneur, with significant C- Level relationships and a deep understanding of today's life sciences / healthcare industry issues, and their strategic implications to potential clients across multiple market segments ranging from R&D/Clinical through Commercialization.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesCosta Mesa, CA$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Lead Client Executive Commercial Lines The IMA Financial Group IncLead Client Executive Commercial LinesPasadena, CA$130,000–$150,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
NewClient Support Specialist InterDent Service CorporationClient Support SpecialistInglewood, CaliforniaRemoteInterDent is seeking a compassionate, organized, and service-oriented Client Support Specialist to assist patients, dental practices, and internal teams with questions, requests, and administrative needs. In this role, you will serve as a reliable point of contact, provide accurate information, document interactions, and coordinate with appropriate departments to ensure client concerns are addressed efficiently.
Senior Client Executive The IMA Financial Group IncSenior Client ExecutiveAnaheim, CA$160,000–$180,000 / yearESSENTIAL JOB DUTIES include but are not limited to: Book of Business: Oversight of critical, top-tier revenue value, enterprise-wide book with broad strategic impact spanning multiple markets or business units, with diverse and complex funding models that require executive-level service and custom strategic delivery. This role shapes enterprise‑wide benefits strategy, leads large or multi‑market teams, and represents the Employee Benefits function in executive and strategic leadership forums.