Momenta Inc. jobs in Warwick, RI - 26 jobs

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** This Executive Assistant role (EA) will support a Managing Director and his team. As the EA, you will be responsible for performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall support and information management. This is an experienced-level role for a career-directed EA, who can demonstrate professional gravitas with executives and clients. This is a full-time position working from our Austin, TX office. We are flexible in offering a hybrid schedule with 3-4 days in the office-REQUIRED (other days from home), after sufficient training. Essential Duties and Responsibilities: Manage heavy, complex and frequently changing schedules for executive(s), keeping their calendars, and coordinating various company and team meetings, and also meetings with outside companies, carriers, etc. Work closely with the team as well as our firms, carriers, etc. This includes preparing/gathering documents and all logistics of meetings. Schedule internal and external meetings and coordinates logistics for meetings/lunches. Reserve meeting space and preparing the conference room with audio-visual technology as required, as well as any meals needed. Prioritize and answer and respond to phone calls, communicate messages and information for the executives. Responsible for handling all aspects of Advisory Board meetings, calls, and helping with various study group and carrier meetings as well. Arrange corporate travel and meetings by developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations. Perform all duties pertaining to the meeting. Compile and help modify presentations, spreadsheets and other various documents as requested. Process invoices, and maintain various records, documents, expense reports, etc. Handle all confidential business matters and work independently on special assignments. Handle personal matters, minimally and as necessary. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus and teamwork. Provide a bridge for smooth, accurate communication between the executives and internal departments and to the firms; demonstrating leadership to maintain credibility, trust and support. Actively coordinate with other administrative support team associated with NFP Austin. Other duties as assigned. Knowledge, Skills, and/or Abilities. To perform this job successfully, must be able to perform each essential duty satisfactorily: Essential Duties and Responsibilities/Key Competencies: Must be able to work from our Austin, TX office as required. Must have flexibility on work hours and schedule to accommodate urgencies/priorities. Must be an advanced user in Microsoft Outlook, Word, and PowerPoint-you will take the lead on creative presentation, including applying graphs, tables, etc. Strong intermediate proficiency with Excel. Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Demonstrated coordination of multi-state travel and agendas, complex meeting arrangements and calendar management. Be a self-starter and can make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Detail-Oriented: Someone who pays attention to the details and can make connections between cause and effect and can forecast needs. Strong Communication Skills: Someone who can effectively communicate both verbally and in writing. Results Orientation: Someone who is bottom-line oriented and knows how to steadily push themselves and others for results. Organizational Skills: Knows what is important and can prioritize accordingly. Establishes priorities systematically with the ability to differentiate between urgent, important and unimportant. Strong multitasking skills are essential for success. Organizational Awareness: Someone who is perceptive can pick up on nuances in group interactions. Has the confidence & courage to surface conflicting agendas and align them with business objectives. Adaptable: The ability to manage multiple priorities, have comfort with quick-changing deliverables and remain resilient in times of uncertainty. Team Player: Must have an eagerness to learn and to support. Confidant: Must have the ability to interact diplomatically and professionally, while maintaining the highest level of confidentiality and being able to assess what is confidential. Education and/or Experience: A minimum of three years' experience as an Executive Assistant supporting one or more executives; ideally in a corporate, small-business or financial services industry A bachelor's degree or some college or professional certifications is a plus. English major or Business Writing a plus HS Diploma or equivalent is required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Account Executive will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately. Essential Duties and Responsibilities: Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services. Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion. Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only) Build and maintain strong relationships with carriers, companies and clients. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients. Anticipate client needs and identify the strategies to solve them. Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business. Understand and articulate alternative funding strategies. Work with director to develop and execute client strategy plan and defined deliverables. Oversee open enrollment process for clients; Review employee presentations and communication materials. Conduct and present annual client compliance audits. Genuine understanding of client financial mechanics and projections. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant guidelines. Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) Review the work of the Account Managers on the team and provide informal mentorship to them. Ensure all client data is entered into CRM System (Salesforce) in a timely manner. Work with director to develop and execute client strategy plan and defined deliverables. Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision making skills Diligent follow up skills; highly organized Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Self-Funding and Level Funding experience; ability to communicate the differences in funding options and guide clients through transitions Education and/or Experience: BA/BS preferred Typically more than 8 years industry and product line experience. 4+ years of health and welfare consulting experience required. Certificates, Licenses, Registration: Life, Accident and Health Insurance License required. GBA or CEBS Certification a plus. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Providing world-class solutions requires world-class support. At NFP, your can-do attitude and top-notch organizational skills will be utilized to the fullest extent. You'll become the go-to source for administrative support, working with dedicated professionals in the field of Employee Benefits. Your contributions will optimize our operations by combining your expertise into a single, impactful and mission-driven role. You'll join NFP as we lead the way in providing cutting-edge benefits solutions for companies of all sizes and affluent individuals. Our benefits, insurance, property and casualty and wealth management businesses provide outstanding advisory and brokerage services that are fine-tuned to our clients' present and future needs. About the Role Nothing satisfies you more than crossing something off your to-do list. As an integral member of the Account Management team, you'll help bring our clients cutting-edge benefits solutions by handling the day-to-day needs of our clients. Responsibilities On a granular level, you will gather and input data into spreadsheets and client presentations, take notes at client meeting and on calls, and participate in special projects and trainings with the team that will assist their learning and development. On a holistic level, you will be the primary support for the account teams, and your work will enhance our ability to bring forward-looking solutions for our clients. Qualifications Knowledge of benefits administration, HealthCare Reform, industry trends, and carrier products and services Effective time management and decision making skills Strong Microsoft Excel and PowerPoint skills What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $45,000 - $57,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit ******************** Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary: The Advisor Success Associate plays a key role in supporting our growing advisor network and advancing the firm's strategic initiatives. This position combines high-level project support with essential day-to-day coordination, ensuring that advisors receive timely communication, resources, and guidance. Working closely with the Head of Advisor Success and cross-functional teams, the Associate helps design and deliver impactful business development and practice management programs, manages key meetings and follow-up, maintains advisor-facing tools and content, and provides analysis that drives data-informed decisions. This role is ideal for a detail-oriented, proactive professional who thrives in a dynamic environment and is passionate about helping advisors succeed. Responsibilities: Strategic & Analytical Support: Provide dedicated support to the Head of Advisor Success and the team to facilitate strategic planning, high-level decision-making, and firmwide initiatives. Assist in the execution of key projects to drive the expansion and success of the firm's advisor network, including business development campaigns and growth strategies. Collaborate with Advisor Success, Marketing, and other teams to design, manage, and maintain dashboards, reporting tools, and scorecards that help identify growth opportunities, assess advisor capacity, and inform staffing and recruiting needs. Prepare and coordinate materials for regional and firmwide meetings. Advisor Communication & Engagement: Draft, coordinate, and distribute advisor communications such as newsletters, meeting agendas, and other firmwide updates. Maintain and enhance the Advisor Library and related intranet resources, creating new sites or pages to support knowledge sharing. Coordinate advisor surveys, consolidate responses, and prepare summary reports to inform decision-making and highlight actionable insights. Schedule and organize internal meetings, track follow-up items, and ensure timely resolution and clear communication of next steps. Practice Management Support: Assist in developing and curating practice management resources, including best practices, playbooks, and toolkits to help advisors optimize their businesses. Maintain and regularly update a centralized library of practice-management tools, templates, and case studies. Training & Professional Development: Help design and implement training sessions and curriculum to support advisor professional growth and the advisor career track. Assist in developing learning experiences for summer interns in the advisor program. Coordinate affiliation groups and other advisor community initiatives to strengthen connectivity and knowledge-sharing. Qualifications: Bachelors' degree or higher from an accredited university; major in financial planning, business, or finance preferred. CFP (Certified Financial Planner) or other wealth management designation highly preferred. Minimum of three years of wealth management or related experience (other or additional experience will be considered). Proven experience in a similar role within financial services or advisory industry. Strong self-reliance, initiative, and commitment to following through on tasks, self-starter when it comes to new challenges. Outstanding organizational, project and time management skills. Excellent communication and interpersonal skills. Ability to thrive both independently and collaboratively in a fast-paced environment. High attention to detail. Proficiency in Microsoft Office, and experience with any CRM, portfolio management, and financial planning tools. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $85,000 - $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Responsive recruiter Benefits: Competitive salary Free uniforms Paid time off At Heights Wellness Retreats, we believe that wellness is not a luxury-it's a lifestyle. We're the only wellness destination that combines premium massage and skincare therapy with innovative hands-free therapies under one roof. We're seeking an experienced, passionate Massage Therapy Trainer to guide and inspire our hands-on team in delivering transformative wellness experiences. This role is more than training-it's about being a leader of healing, a champion of our brand values, and a mentor who ensures every team member has the tools, knowledge, and inspiration to help our guests rise to their full potential. Join a Retreat that's Redefining Wellness! Why You'll Love It Here: Serene and Tranquil Areas Best-in-the-industry heated and hydraulic massage tables Luxurious linens and high-quality products provided Innovated therapies - Halo Salt Therapy, Infrared Sauna, Cryotherapy, Lymphatic Drainage Technology and more Company Perks Flexible Schedules Steady Book of Business Professional and Safe Environment Paid Training, Employee Discounts, and more Competitive Pay includes tips, commission, and bonus opportunities Schedule/Expected work hours Full-time position 6-8-hour shifts Minimum one-weekend shift (Saturday or Sunday) Days and evening shifts available Responsibilities Customize massage experiences for each guest. Perform service enhancements using Hot Stones, Cupping, CBD, Gua Sha, and Aromatherapy. Promote the therapeutic and wellness benefits of massage therapy. Foster meaningful connections that empower guests on their wellness paths. Train and mentor massage therapists on protocols and service enhancements. Support onboarding new massage therapists in the Retreat. Uphold all Heights Wellness standards of practice, policies, procedures, and protocols through training and professional behavior. Qualifications Current state license to perform massage therapy with 3+ years of experience. Active liability insurance for massage therapy is required. Pass background checks Demonstrated experience training or coaching other therapies or wellness professionals. A passion for wellness, teamwork, and delivering outstanding guest care Excellent at guest communication Company Overview - At Heights Wellness Retreat, we believe wellness starts from within-and that includes our team. We're more than just a spa; we're a sanctuary dedicated to nurturing not only our guests' journeys but our team members' personal and professional growth. When you join Heights Wellness Retreat, you're not just starting a job-you're joining a movement dedicated to lifting others and yourself. Let us help you rise to your full potential. Core Values Anything is Possible Lead with Heart Purpose over Pride Fiercely Obsessed with Success Compensation: $25.00 - $30.00 per hour At Heights Wellness Retreat, we believe wellness starts from within-and that includes our team. We're more than just a spa; we're a complete wellness destination offering therapeutic massage, advanced skincare, and cutting-edge touchless wellness enhancements. Every service is designed to create a holistic experience for our guests - and an empowering, growth-focused environment for our team. When you join Heights Wellness Retreat, you're not just starting a job-you're stepping into a movement. One rooted in purpose, guided self-care, and the belief that lifting others starts with showing up for yourself. Let us help you rise to your full potential. Each Heights Wellness Retreat location is independently owned and operated by franchisees of Elevated Brands Franchising ("EBF"). Franchisees are the sole employers in their Heights Wellness Retreat location, and franchisees are not acting as an agent of EBF or its affiliates. Hiring criteria, benefits, and compensation are set by each individually owned and operated Heights Wellness Retreat location which may vary from location to location.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Position Overview: As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position involves close collaboration with analytics, consultants, and external partners to optimize prescription benefit programs and ensure the seamless integration of clinical initiatives. Principal Duties and Responsibilities / Essential Functions: Specialty Copay Assistance Program (SCAP) - facilitates member and specialty pharmacy calls, enrollment in copay card programs, runs accumulator reports, performs daily auditing of specialty claims, triggers member letters, updates copay card program tracker with max dollar funds. Patient Assistance Program (PAP) - helps find financial assistance for specialty members that are either excluded from specialty benefit or enrolled in Direct Procurement Solutions (DPS). Individual Medication Management (IMM) - identifies new IMM drug utilizers, sends member letters, updates, and maintains list in CRM Zoho. Reporting - management of client and broker reporting requests, supports consultants in creation of client performance reviews, and aggregation of PBM and consulting outcomes. Data Integrity - management of data platform integrity via monthly audits of eligibility, and missing or incorrect data in system, and collaboration with BI team to resolve errors. CRM Management - maintenance of CRM Zoho via monthly updates of missing or modified information to ensure the most current status and documentation is captured in the system for each client. AI Alert Emails - weekly emails to brokers and clients on identified high dollar claims, new specialty and new non-specialty high dollar claims, and other outliers in their utilization. Case Management - collaboration with PBM partners to resolve escalated member issues, plan issues, reporting issues, etc. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000.00 - $50,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Overview: The Vice President of Advanced Concepts and Training will serve as the firm's leading expert on life insurance planning strategies, legislative developments, and advanced sales concepts. This role is ideal for a thought leader with a Juris Doctor (JD) degree who thrives on educating and empowering financial professionals, clients, and strategic partners through technical insight, persuasive communication, and actionable training. Key Responsibilities: Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts. Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies. Design and lead advisor training programs - both in-person and virtual - to strengthen understanding of advanced life insurance applications and sales concepts. Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results. Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings. Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning. Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy. Supporting and Training internal team on concepts and updates in market Supporting and developing life cases with FA's and sales team. Qualifications: Juris Doctor (JD) required. Advanced credentials (CLU , ChFC , CFP ) highly preferred. Minimum 10 years of experience in advanced life insurance planning, advanced markets, or similar consultative roles within the financial services industry. Brokerage Industry experience is a plus Proven ability to develop compelling, compliant, and results-driven sales concepts, training platforms, and technical content. Deep understanding of business owner, estate, and personal life insurance planning practices and products. Outstanding written, verbal, and presentation skills with experience addressing both technical and non-technical audiences. Demonstrated success driving growth and advisor engagement through concept adoption and case support. Willingness to travel up to 20% What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $101,000 to $200,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

- Assist the sales team in achieving sales targets and goals - Conduct market research to identify potential customers and market trends - Support the sales team in generating leads and prospecting new clients - Assist with the preparation of sales presentations and proposals - Maintain and update customer databases and CRM systems - Provide excellent customer service and handle customer inquiries or issues - Collaborate with internal teams to ensure smooth order processing and delivery - Assist with account management activities, including upselling and cross-selling - Attending trade shows in order to build and promote business as needed Experience: - Previous experience in sales or customer service is preferred - Strong communication skills, both written and verbal - Ability to work independently as well as part of a team - Excellent organizational skills and attention to detail Join our dynamic sales team and contribute to our business development efforts. As a Sales Assistant, you will play a crucial role in supporting our sales team, conducting market research, assisting with account management, and providing exceptional customer service. If you have a passion for sales, technology, and delivering excellent customer experiences, we want to hear from you! Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Job Type: Full-time Benefits: Health insurance Schedule: 8 hour shift Monday to Friday Work Location: In person

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: This is a full-time position for the summer months, working a Director and an account team to service client accounts and begin to build relationships with the clients, vendors and other internal and external resources. The position requires day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. Intern will be responsible to complete a project at the direction of their supervisor and present their findings at the end of the program. Essential Duties and Responsibilities: Assist Directors and account team in day to day client servicing Develop relationships with clients, team members and vendor partners Assist with team with client renewals, meeting presentations and special projects Assist with creating and updating benefits related guides for clients Assist with collection and management of annual benchmarking surveys Assist teams in preparation of RFP's for vendor products and services to ensure best-in-class offerings for clients Assist with creation of client corporate wellness programs and offerings Other duties as assigned Knowledge, Skills and/or Abilities: Excellent written and verbal communication skills Be able to initiate and follow through with independent projects Excellent communication (verbal and writing) and interpersonal skills Cultivating relationship ability Strong problem solving ability Customer service oriented Proficiency with Microsoft Office applications Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment Wlling to work up to 40 hours per week Education and/or Experience: Junior or senior of a four-year university preferred Demonstrated leadership experience in college, community, internship, or co-op experience Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word Interest in Insurance Industry Certificates, Licenses, Registration: None What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The hourly range for this position is $18.00 - $24.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: The Senior Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a trusted benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Consultant is a seasoned advisor and may work on large, complex accounts with some degree of supervision and approval from their Supervisor. At this level, the Senior Consultant may have direct supervision of team members. Essential Duties and Responsibilities: Designing, implementing and managing all aspects of an employer sponsored benefits program. Developing and executing client strategic plan and defined deliverables Exploring strategic alternatives and providing strategic guidance while quantifying the financial implication and associated risk of options presented for consideration Negotiating terms, conditions, coverage limits and pricing with carriers and vendors Developing and maintaining ongoing relationships with clients; acting as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services Maintaining and executing a project plan to ensure client deliverables are provided on a timely basis. Delegating work to more junior team members as appropriate. Understanding and articulating alternative funding strategies, analyzing viability on a client specific basis Demonstrating a genuine understanding of the mechanics of client financials and related projections Building and maintaining strong relationships with clients and carriers Keeping clients apprised of appropriate industry trends including all state and federal regulatory issues Explaining regulatory compliance and legislative guidelines including as related to COBRA, HIPAA, ERISA, Section 125, and Health Care Reform Interpreting plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) Anticipating client needs and identifying strategies to address them Overseeing the implementation of new business Overseeing open enrollment; developing and/or reviewing client presentations and communication materials May have direct supervisory responsibility of junior team members Review the work of junior team members and provide appropriate guidance and skill development Ensure all client data is entered into CRM System (Salesforce) in a timely manner. Knowledge, Skills and/or Abilities: Comprehensive knowledge of carrier products and services, industry trends, benefits administration, regulatory compliance and HealthCare Reform Ability to work independently and anticipate client and team needs Effective project management, time management and organizational skills Strong analytical and financial skills Excellent attention to detail and commitment to outstanding client service Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: A Bachelor's Degree in Risk Management, Business, Finance or a related field preferred 8+ years health and welfare consulting experience Certificates, Licenses, Registration: Life, Accident and Health Insurance License required GBA or CEBS Certification a plus What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $77,000 - $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

This sales specialist position will be responsible for helping customers achieve business outcomes through a variety of IT related digital workflows spanning across IT Service Management, IT Business Management, IT Asset Management, Security Operations & Customer Service Management within the U.S. This person will cover multiple industries such as Financial, Healthcare, Education, IT and Among others. Responsibilities: Work as a business partner with account teams to develop pursuit strategies for engaging IT leadership at customers and prospects Align ServiceNow capabilities with desired outcomes for IT transformation Help IT leadership craft a vision of IT transformation and what's possible with ServiceNow Identify and build executive sponsors and champions to drive from solution concepts to realized outcomes Coordinate, documenting and presenting a business case focused on customer issues, expected outcomes, key metrics and measures for tracking success and expected value Understand, develop and build a franchise within your assigned territory/target accounts in order to consistently exceed quarterly and annual sales goals Maintain and grow your expertise in leading transformational technology concepts and methodologies Engage with ServiceNow Account Managers to generate sales plan according ServiceNow AM strategies Evangelize ServiceNow and capabilities, results and best practices throughout the ecosystem Outcomes Consistently exceed assigned quarterly and annual quota Grow and maintain a pipeline of 3X quota target Establish monthly/quarterly/bi-annual cadence with C-Level and C-1 execs in top accounts Maintain accurate, up-to-date forecasting and tracking with ServiceNow tools and processes Participate in Account Planning and build strategies to drive cross-sell / up-sell and new logo pursuits Operates from a quarterly/yearly business plan that you create & maintain Requirements: 10 years of successful sales experience in enterprise software or consulting services to IT organizations of large enterprises Strong understanding of the ServiceNow Platform or similars (BMC, etc). Experience working with implementation methodologies like PMP, Scrum, etc. Customer's portfolio that can help to open and increase Market share. Strong understanding of the business of IT, IT Security operations and Customer Service and along with technical concepts around application development, infrastructure, operations, automation and cloud. Strong written and verbal communication skills with the ability to articulate complex technical concepts and business value to all levels of an organization. Prioritize and focus in a fast paced, highly demanding environment. Thrive in a high-performance, matrix sales environment by building trust as a reliable team member. Take a proactive approach to managing and driving business to achieve goals. Strong EQ, self-awareness and is an active listener with the ability to quickly adapt. Service modules: IT Service Management (ITSM), IT Operation Management (ITOM), Customer Service Management (CSM), Security Operations (SecOps). Lenguajes: English native. Benefits Work hours: 5 days a week 8 hours per day (it's flexible) Modality: Full time, 100% home office Salary: $10,000 USD monthly Commissions Mentorship opportunities Potential for promotion and growth Medical Insurance Paid Time Off: Paid holidays: New Year's Eve, New Year's Day, Good Friday, Easter, Memorial Day, Independence Day (4th of July), Labor Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Eve, Christmas Day, President's Day, Martin Luther King,Jr. Birthday, Veteran's Day. Paid sick days Paid vacations: 10 days per year Paid birthday holiday Home Office fund: $100 Paid every 6 months Christmas bonus Annual bonus due to Over Quota: 1% on total year Sales About the company The company is a consulting group specialized in bringing IT services in the cloud to companies. They focus on delivering incredible user experiences under the ServiceNow platform through a detailed analysis of their clients' needs aligned with industry standards. Your goal is to guide your clients towards a successful service-oriented implementation. They have a group of engineers who specialize in Full Stack development, including ServiceNow, Microsoft .Net, Web and Mobile Design and Development, among others. Location: Remote. Required Skills: Enterprise Software Managing Matrix Bonus Development IT Service Management Environment Market Share Asset Management Healthcare Analysis Metrics Consulting Business Management Automation Forecasting Infrastructure Salary Insurance Scrum Security Education Software Customer Service Leadership Planning Design Communication Business Sales English Management

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: NFP will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, NFP Financial Education, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education. Travel required (70-80%, 3 weeks per month). Training provided. Essential Duties and Responsibilities: Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual Serve as primary point of contact and lead financial education for plan participants Provide prompt, courteous, and excellent service. Actively interact with clients and their employees to ensure we are delivering upon service expectations Cross-sell all lines of business and services available at NFP Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings Consult with NFP's ERISA teams to ensure proper compliance regarding all client matters Respond to employee concerns. Ensure questions or issues are resolved in an accurate and timely manner. Additional duties as assigned. Knowledge, Skills, and/or Abilities: The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees of NFP corporate clients. This career offers much sought-after and long-term, upward mobile opportunities. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient. Working knowledge of the Microsoft Office Suite Building and managing client relationships Retirement plan knowledge Self-starter Ability to multi-task and problem solve Excellent written and verbal communication skills, hardworking, enthusiastic, positive attitude Education and/or Experience: College degree 2-4 years of experience preferred Spanish language fluency is preferred Securities licenses are preferred What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: The Consultant interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a trusted benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Consultant is a seasoned advisor and may work on large, complex accounts with some degree of supervision and approval from their Supervisor. At this level, the Consultant may have direct supervision of team members. Essential Duties and Responsibilities: Designing, implementing and managing all aspects of an employer sponsored benefits program. Developing and executing client strategic plan and defined deliverables Exploring strategic alternatives and providing strategic guidance while quantifying the financial implication and associated risk of options presented for consideration Negotiating terms, conditions, coverage limits and pricing with carriers and vendors Developing and maintaining ongoing relationships with clients; acting as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services Maintaining and executing a project plan to ensure client deliverables are provided on a timely basis. Delegating work to more junior team members as appropriate. Understanding and articulating alternative funding strategies, analyzing viability on a client specific basis Demonstrating a genuine understanding of the mechanics of client financials and related projections Building and maintaining strong relationships with clients and carriers Keeping clients apprised of appropriate industry trends including all state and federal regulatory issues Explaining regulatory compliance and legislative guidelines including as related to COBRA, HIPAA, ERISA, Section 125, and Health Care Reform Interpreting plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) Anticipating client needs and identifying strategies to address them Overseeing the implementation of new business Overseeing open enrollment; developing and/or reviewing client presentations and communication materials May have direct supervisory responsibility of junior team members Review the work of junior team members and provide appropriate guidance and skill development Ensure all client data is entered into CRM System (Salesforce) in a timely manner. Knowledge, Skills and/or Abilities: Comprehensive knowledge of carrier products and services, industry trends, benefits administration, regulatory compliance and HealthCare Reform Ability to work independently and anticipate client and team needs Effective project management, time management and organizational skills Strong analytical and financial skills Excellent attention to detail and commitment to outstanding client service Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Education and/or Experience: A Bachelor's Degree in Risk Management, Business, Finance or a related field preferred 8+ years health and welfare consulting experience Certificates, Licenses, Registration: Life, Accident and Health Insurance License required GBA or CEBS Certification a plus What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $64,000 - $109,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: The Sales Coordinator supports the sales team and EVP of Sales by managing operations, facilitating communication, and executing sales activities. This role requires strong organization, effective communication, and multitasking skills in a fast-paced environment. The coordinator will align sales efforts with revenue goals, assist with interdepartmental coordination, provide administrative support, help with small-group sales, manage sales marketing activities, and foster customer relationships through prompt and professional service. The ideal candidate is proactive, resourceful, and works well across departments to improve efficiency and business growth. Principal Duties and Responsibilities / Essential Functions: Oversee daily progress toward major company objectives Generate weekly reports for leadership review Develop and maintain sales presentations Partner with Project Management, Implementation, and Consulting teams Support sales efforts and handle client communications Monitor sales results, assess trends, and create reports for leadership covering both sales and product pipelines Work collaboratively with various departments to drive organization-wide product adoption and success Minimum Requirements for Education, Experience, and Certifications/Licenses: Bachelor's degree required. Prefer 2+ years' experience in sales assistant role Strong knowledge of Microsoft Office Suite of Products including PowerPoint and Excel Outstanding communication and interpersonal skills Experience with CRM platforms Qualifications & Skills: High degree of professionalism. Ability to interpret industry policies and contract documents, proposals, and other documentation. Strong interpersonal and relationship skills. Excellent oral and written communication skills and command of the English language Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division to required tasks. High degree of critical thinking, organizational and decision-making skills. High degree of initiative and passion to succeed. Ability to function independently with minimal supervision. Ability to prioritize multiple projects and meet objectives and deadlines established, often with short turnaround times. Ability to maintain positive and beneficial relationships with numerous internal departments, external customers, vendor agents, and subscribers. Proficient in MS Teams, Excel, Word, Outlook, and PowerPoint. Ability to comply with company confidentiality requirements as well as with HIPAA and other applicable government regulations. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $53,000.00 - $85,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit ******************** Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary: The Director of Financial Planning is a new role within the firm, reporting to the Head of Advisor Success and responsible for shaping and overseeing Wealthspire's comprehensive financial planning strategy, technology, standards, and overall experience across clients, prospective clients, and colleagues. This role will partner with leadership to develop advisor capabilities, align planning with growth objectives, and represent the firm as a thought leader in the industry - enhancing both client experiences and Wealthspire's market presence. Responsibilities: Chair the Financial Planning Committee to establish, implement, and continuously refine firmwide planning standards, ensuring exceptional and consistent client experiences. Oversee the firm's financial planning technology, processes, and deliverables to drive both client satisfaction and operational efficiency. Act as the firm's lead technical planning resource, providing expertise on complex, high-net-worth cases, supporting advisors in delivering advanced strategies to clients, and participating in client meetings and conversations as needed. Support the Head of Advisor Success in aligning financial planning strategy with firm growth objectives, while ensuring compliance with regulatory requirements and firm policies, identifying new service models, operational efficiencies, and revenue opportunities. Design and oversee advisor development programs, partnering with the Head of Advisor Success, Office and Regional Leaders to evaluate planning skills and advance team capabilities. Develop and lead the firm's financial planning thought leadership efforts, collaborating with marketing to produce and distribute content that enhances the firm's reputation and client engagement. Serve as a visible leader in the industry, representing the firm at conferences, networking events, and in professional publications. Stay current on regulatory changes, industry trends, and financial planning strategies to guide firm practices. Remain current with all CFP continuing education requirements. Qualifications: Bachelor's degree in business, accounting, finance, economics, or related field. CFP (Certified Financial Planner) is required; CPWA, CPA, JD, or MBA desirable. At least 10 years of financial planning experience required. Additional experience or expertise in estate planning or income tax is preferred. Strong knowledge of financial planning principles, tools, and regulatory environment. Proven ability to build trust and maintain high levels of client satisfaction. Demonstrated ability to lead through influence and build strong cross-functional partnerships. Evidence of being a team player and supportive colleague. Excellent interpersonal and communication skills, both verbal and written. Outstanding time management and organization skills. Experience with MoneyGuidePro and eMoney is highly desirable. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $180,000 - $250,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: As a valued member of the NFP Rx Team, The Executive Assistant is responsible for enhancing the Executive Team's effectiveness by performing a wide variety of complex, diverse, sensitive, and confidential administrative functions while providing overall gatekeeping and information management support. Principal Duties and Responsibilities / Essential Functions: Function as a facilitator to the Senior Leadership Team, understanding priorities in the organization. Project Oversight. Oversee and coordinate cross-functional initiatives to ensure alignment with organizational goals on behalf of the executive. Follow-up on major company projects to ensure timely execution functioning as the executive's proxy. Facilitate high-level meetings, set agendas, track action items, and manage executive priorities. Maintain heavy, complex, and frequently changing calendars. Oversee scheduling and email management for the executive, including drafting and sending responses as directed. Serve as the primary point of contact for calendar coordination. Arrange corporate travel and meetings by developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations. Coordinate with the corporate marketing team to ensure alignment and successful execution of marketing initiatives. Execute occasional marketing campaigns, companywide communications and updates as directed by Senior Leadership Team in conjunction with Marking Department. Deliver a daily status report summarizing the completion and progress of key outstanding items, including any new actions identified through email. Address additional tasks identified and organize and maintain a key action log. Provide high level administrative support to the Senior Leadership Team. Prepare and review materials and correspondence for meetings. Compile and modify presentations, spreadsheets, and other various documents. Manage all confidential business matters and work independently on special assignments. Answer and screen incoming phone calls and places calls as directed. Oversee personal matters, as necessary. Participate in regular departmental meetings and training and development sessions as directed. Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork. Facilitate all aspects of the meeting prep process, coordinating with all necessary departments to gather and compile appropriate materials that will lead to a successful meeting. Provide a bridge for smooth, accurate communication between the Senior Leadership Team and internal departments; demonstrating leadership to maintain credibility, trust, and support. Be onsite in the office Mon - Thursday. Minimum Requirements for Education, Experience, and Certifications/Licenses: 5 - 7 years' experience as an Executive Assistant Project Coordinator Experience as an Executive Assistant or at any other time preferred Abilities & Skills: To perform this job successfully, must be able to perform each essential duty satisfactorily. Must also have expert level communication skills and strong decision-making ability is essential. Must have the ability to interact diplomatically and professionally, while maintaining the highest level of confidentiality. The ability to work independently and multi-task is crucial. Exceedingly well organized, flexible, and able to prioritize in a fast-paced environment is key. The ability to manage multiple priorities: several calendar requests to ensure each meeting is given the proper prioritization. Must be a power user in Microsoft Outlook, Word, Team, Excel, and PowerPoint. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel: This position requires minimal travel. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $74,000.00 - $108,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: The Senior Marketing Manager for the Life Division is a hands-on leader responsible for executing integrated marketing campaigns, supporting large-scale events, and managing recurring communications and projects for the Life Division including our membership organization PartnersFinancial. This role balances strategic input with tactical execution, ensuring timely delivery of marketing materials, event support, and digital initiatives. The ideal candidate is detail-oriented, collaborative, and thrives in a fast-paced, multi-project environment. Essential Duties and Responsibilities Campaign & Communications Execution Deploy recurring communications (e.g., Industry Insights, WUPU, event announcements) on schedule, ensuring accuracy and brand alignment. Collect, create, and distribute marketing materials for the Life Division, collaborating with creative, compliance, and event teams. Manage email set-up and deployment through Pardot or similar systems. Update and maintain SharePoint sites and websites, including new member materials and membership videos. Event & Project Management Plan and execute three large-scale, multi-day events annually for the Life Division, including all pre- and post-event communications and logistics. Provide marketing support for additional events and initiatives as needed, coordinating closely with event management and training teams. Track and report on campaign/event performance to division leaders and stakeholders. Digital & Social Media Create and manage landing pages and website updates for the Life Division. Execute ongoing national and recruitment campaigns, including social media posts and digital content. General Operations Maintain project management workflows, ensuring all deliverables are tracked and deadlines met. Provide as-needed support for high-level corporate initiatives and cross-division projects. Ensure compliance with brand guidelines and technical requirements for print/digital production. Knowledge, Skills, and Abilities 5+ years of marketing/communications experience Strong project management and organizational skills; experience with project management systems. Proficiency with design programs (Adobe Creative Suite preferred), Microsoft Office, and CRM/marketing automation tools (Salesforce/Pardot a plus). Excellent oral and written communication skills. Ability to manage multiple priorities and work independently in a hybrid/remote environment. Education Bachelor's degree in Marketing, Communications, Journalism, or related field. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000 to $98,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Essential Duties and Responsibilities: Work with management to develop initiatives to promote growth across each segment of our Medicare book Work with management to develop and execute a plan to create Medicare referral partners and downline producers from other NFP offices Drive initiatives to license and appoint in geographies that are currently underserved - MN, IA, NE, ND, SD and WI Evaluate opportunities for individual products that can fill a need for vulnerable clients, to include short term, gap, or stacked benefit options Stay current on new product developments in the Medicare market Conduct educational Medicare presentations as a means of outreach to groups and community partners Outside of peak season, develop strategies for cross-sale opportunities and lead flow Grow personal Medicare book of business Knowledge, Skills, and/or Abilities: Knowledge of Medicare health insurance markets Knowledge of how Medicare plans work with group benefits and COBRA Demonstrated ability to grow a book of business Willingness to reach out to develop new relationships that will feed the sales funnel Demonstrated ability to develop creative approaches to growing a block of business Ability to work independently Effective time management Diligent follow up and outreach skills Ability to express ideas clearly in both written and oral communications Commanding presentation and public speaking abilities Discerning decision-making skills Education and/or Experience: Associates degree (or equivalent), and BA/BS preferred More than 3 years' industry and product line experience Certificates, Licenses, Registration: Appropriately licensed or ability to obtain licensing if required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,000 to $81,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit ******************** Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored investment strategies that align with client aspirations and regulatory standards. You'll lead the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships. Collaborating with external experts, you'll contribute to strategic initiatives and guide the development of comprehensive wealth solutions. Embracing diversity and fostering a culture of continuous growth, Wealthspire offers a dynamic environment where your expertise can thrive. Job Responsibilities: Lead and/or support other advisors in the management of client engagements. Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.). Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.). Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.). Assist with the development of client financial plans using financial planning software and present results and solutions to clients. Monitor client investments, review performance, and suggest changes to client portfolios as appropriate. Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities. Create proposals for prospective clients. Coordinate with clients' attorneys, accountants, and other professionals as needed. Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc. Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events. Requirements: Minimum 5+ years of wealth management experience (other or additional experience will be considered). Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience. Ability to independently manage and prioritize multiple projects. Organized, detail-oriented, and able to effectively manage task lists. Excellent written and verbal communication skills. Flexible team player who is highly adaptable to change and open to new ideas. Ability to think creatively. Reliable, follows through on commitments. Personal integrity and professional initiative. Previous supervisory experience managing teams is a plus. Strong problem-solving and influence/consensus-building skills. Strong communication and organizational skills. Ability to work through questions and concerns collaboratively Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $100,000 to $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position and the scope of the position. Actual base salary offered will be determined on a case-by-case basis. In addition to base pay, this position is eligible for variable compensation, which may bring the total compensation package closer to $190,000 or more! Wealthspire is an inclusive Equal Employment Opportunity employer.