Engagement Leader - Eastern WA/Western MT
Core
Local leadership and execution of community and business development to drive financial health, inspire generosity, and grow advisor networks.
Role type
Senior IC community engagement leader
Builds
Community engagement plans, strategic partnerships, and local activation events
Domain
Financial services / Community development
Deliverable
product features
Required skills
Strategic planning, community relationship building, event execution, CRM proficiency, presentation and facilitation, remote/hybrid work management
Preferred skills
Financial services industry knowledge, sales development experience, network activation, influence, Christian community connections, bilingual (English/Spanish)
Technologies
Salesforce, Microsoft Office
Responsibilities
Develop and execute community engagement plans with advisors; build strategic partnerships with local organizations; activate clients as advocates; integrate enterprise growth priorities into local strategies; facilitate meetings and present to stakeholders
Seniority
Senior, hands-on IC
