• Job Description

  Req#: 8a78839f9b1376bd019b37755cf56e5d
  Employer Industry: Financial Services Nonprofit
  
  Why Consider this Job Opportunity:
  - Salary range of $80,000 - $89,000
  - Opportunity to make a significant impact on financial health for underserved communities
  - Flexible work location options: Chicago, Washington D.C., or fully remote (U.S. based)
  - Collaborative and supportive work environment promoting diversity, equity, and inclusion
  - Chance to engage with senior executives at Fortune 500 companies and build strategic relationships
  - Professional development opportunities within a mission-driven organization
  
  What to Expect (Job Responsibilities):
  - Manage a portfolio of relationships to drive action on financial health initiatives
  - Lead and facilitate meetings with assigned Members, ensuring effective communication and engagement
  - Identify and develop consulting, grant, and sponsorship opportunities
  - Utilize Salesforce and other tools to track engagement and report on Member relationship health
  - Collaborate with internal teams to design and deliver high-quality Member programs and experiences
  
  What is Required (Qualifications):
  - Bachelor's degree or equivalent experience required
  - 5+ years of experience in account, partnership, or client relationship management within financial services or adjacent industries
  - Demonstrated commitment to diversity, equity, and inclusion in stakeholder relationships
  - Strong relationship-building skills and a client-centered approach to engagement
  - Excellent project management skills with the ability to collaborate across teams
  
  How to Stand Out (Preferred Qualifications):
  - Experience working directly with financial services companies, insurance carriers/brokers, or financial services associations
  - Highly polished presentation skills and ability to communicate with influence
  - Proven expertise in synthesizing data and presenting cogent arguments
  - Flexibility to adapt in an innovative, fast-paced environment
  - Willingness to commit to occasional domestic travel for meetings
  
  #FinancialHealth #ClientSuccess #DiversityEquityInclusion #NonprofitCareers #RemoteWorkOpportunity
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

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