Account Planner Salary at Studio/D BETA

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: Maintain accountability for responding to and maintaining contact with accounts. Utilize partner hotels and venues as assigned. Attend industry-related events as assigned (in-person and virtual). Develop a comprehensive Action Plan that will act as a roadmap to achieve outlined goals. Manage incoming leads by verifying account history, creating new leads, providing follow up questions to clients, generate leads to hotels, follow up with hotels/meeting planners, answer questions, and collect contracts. Utilize MS Outlook, Simpleview, Cvent, Knowland, MS Teams, and etc. to conduct and document daily tasks including solicitation efforts, lead activity and goal management, as well as maintaining a working knowledge of VenueOps. Prospect for new business and develop re-bookings with sales clients. Establish and maintain working relationships with hotel sales managers, offsite venues, etc. Interface wi

Job Title: Financial Advisor Job Description The Financial Planner position is sales-oriented and client-facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients. Responsibilities Create a relationship with our leads and yours to teach and convert prospects into clients. Lead and facilitate group educational workshops. Maximize relationships, create referrals, and develop referral partnerships by providing exceptional customer service. Meet with current clients 1-2 times per year to review plans and make adjustments accordingly. Enter and update client information in our CRM database. Complete administrative paperwork to fulfill client needs. Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other planners and team members. Essential Skills Series 7 certification Series 66 certification Fin

Job Title Sr. Project Manager Job Description Summary The Senior Project Manager provides project management experience to designated projects and programs for a particular client account. Job Description POSITION SUMMARY The Senior Project Manager provides project management experience to designated projects and assignments for a particular client account, property portfolio, or large facility/complex through interaction with the client, property or facility management team, and project management staff. Monitors and coordinates the execution of the various services and processes relating to client contracted agreements for project management and tenant improvement consulting services. May supervise one or more project managers, space planners, and/or CAD operators. Works closely with and provides detailed progress reports to the Account Manager/Director or Portfolio Manager in addition to the building/facility management team. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES •Lead and schedu

Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax compliance who is frustrated with the traditional role in tax compliance? You're not an expert in technology, but you've been working with Excel, and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will: + Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them. + Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and other various industries. + Deliver value to client experiencing

VieMed Healthcare is the largest independent specialized provider of non-invasive ventilation (NIV) in the US home respiratory health care industry. We specialize in treating the most challenging respiratory patients inside the home by pairing the best-in-class technology & equipment with the clinical care of a full-time Respiratory Therapist. We are always aiming to be the leading provider in post-acute in-home care with the implementation of palliative services. Our Disease Management program has earned national attention, making us the number one independent ventilation provider in the United States. In recent random studies of our patient population, we have shown a 30-day COPD re-admission rate of 5.7% compared to the industry average of 20-22%*. Over 93% of our patients share that they actually "Breathe Better" on our treatment program! While our Respiratory Therapists provide the highest level of clinical care and support for our patients, our Sales Representatives work in conju

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high net worth clients and we need your help launching this new offering and brand, Edward Jones Generations™. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership and strategic development within Edward Jones' private client service. This includes building and leading a team of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial planning and wealth management services for the firm's High

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward Jones has d