72 Local Businesses jobs in Taylorsville
Consultant, Account Management
84190 Salt Lake City, Utah
Cardinal Health
Posted 3 days ago
Job Viewed
Job Description
**_What Account Management contributes to Cardinal Health_**
Account Management is responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers. Provides new and existing customers with the best possible service and recommendations in relation to billing inquiries, service requests, improvements to internal and external processes, and other areas of opportunity. Provides product service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships.
**_Responsibilities_**
+ Oversee assigned Medical Products and Distribution customer(s) as it pertains to supply chain health and general service needs.
+ Actively manage relationships between the customer's supply chain team and internal Cardinal Health teams to ensure flawless service.
+ Pursue, initiate, oversee, and take accountability for driving key initiatives that deepen the customer relationships and drive value for both customer and Cardinal Health.
+ Identify, interpret, and manage customer expectations and requirements through proactive account review, issue resolution, and regular engagement and review of key initiatives.
+ Lead order disruption prevention efforts by partnering closely with customer to identify best courses of action and oversee Cardinal Health execution.
+ Lead resolution of complex or persistent order situations where escalation or unique solutions are required.
+ Review key performance indicators monthly and identify plans for optimization.
+ Build and maintain long-term trusted relationships with customer to support retention and growth of the account
**_Qualifications_**
+ Bachelor's degree or equivalent work experience, preferred
+ 4-6 years professional experience, preferred
+ Direct customer facing experience, preferred
+ Strong communication skills.
+ Strong command of MS Office applications (Excel, PowerPoint, Word and Outlook).
+ Demonstrated ability to work in a fast-paced, collaborative environment.
+ Highly motivated, creative, able to operate effectively within a team.
+ **Must be willing to work EST hours**
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
+ Completes work independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $66,500 - $99,645
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 9/15/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Account Management is responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers. Provides new and existing customers with the best possible service and recommendations in relation to billing inquiries, service requests, improvements to internal and external processes, and other areas of opportunity. Provides product service information to customers and identifies upselling opportunities to maintain and increase income streams from customer relationships.
**_Responsibilities_**
+ Oversee assigned Medical Products and Distribution customer(s) as it pertains to supply chain health and general service needs.
+ Actively manage relationships between the customer's supply chain team and internal Cardinal Health teams to ensure flawless service.
+ Pursue, initiate, oversee, and take accountability for driving key initiatives that deepen the customer relationships and drive value for both customer and Cardinal Health.
+ Identify, interpret, and manage customer expectations and requirements through proactive account review, issue resolution, and regular engagement and review of key initiatives.
+ Lead order disruption prevention efforts by partnering closely with customer to identify best courses of action and oversee Cardinal Health execution.
+ Lead resolution of complex or persistent order situations where escalation or unique solutions are required.
+ Review key performance indicators monthly and identify plans for optimization.
+ Build and maintain long-term trusted relationships with customer to support retention and growth of the account
**_Qualifications_**
+ Bachelor's degree or equivalent work experience, preferred
+ 4-6 years professional experience, preferred
+ Direct customer facing experience, preferred
+ Strong communication skills.
+ Strong command of MS Office applications (Excel, PowerPoint, Word and Outlook).
+ Demonstrated ability to work in a fast-paced, collaborative environment.
+ Highly motivated, creative, able to operate effectively within a team.
+ **Must be willing to work EST hours**
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems. Solutions are innovative and consistent with organization objectives
+ Completes work independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $66,500 - $99,645
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 9/15/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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0
Manager, Key Account Management
84101 Salt Lake City, Utah
CHG Medical Staffing
Posted 2 days ago
Job Viewed
Job Description
Founded in 2008, Locumsmart provides web-based software-as-a-service solutions to the healthcare recruitment industry. The Locumsmart web-portal provides workflow automation, vendor management (VMS), and managed services provider (MSP) software for lowering costs, and increasing the efficiency of recruitment. Our clients include some of the largest hospital systems and staffing firms in the country.
As the Manager of Healthcare Organization Account Management at Locumsmart, the industry's leading Vendor Management System (VMS), you will play a pivotal role in driving client success, retention, and revenue growth. You will lead a team of 3+ Account Managers and serve as a strategic partner to large healthcare clients. This position is ideal for a dynamic leader who thrives in a fast-paced environment and is passionate about empowering their team, influencing cross-functional stakeholders, and delivering exceptional client experiences.
Responsibilities
Team Leadership & Development
- Lead, coach, and develop a high-performing team of Account Managers through weekly one-on-ones, coaching sessions, and performance feedback.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Provide ongoing mentoring to enhance strategic thinking, client engagement, and solution development.
Client Relationship Management
- Serve as a trusted advisor and primary point of escalation for enterprise healthcare clients.
- Build and nurture relationships with key client stakeholders, including C-suite and VP-level decision-makers, to identify business needs and opportunities for growth.
- Maintain regular communication and on-site engagement to ensure client satisfaction and expand platform utilization.
Strategic Growth & Retention
- Develop and execute account growth strategies that align with client goals and Locumsmart's broader business objectives.
- Identify opportunities to expand Locumsmart's technology and staffing solutions within existing accounts.
- Partner with clients to customize solutions that address complex staffing challenges and drive long-term value.
Cross-Functional & Vendor Collaboration
- Lead cross-divisional efforts by collaborating with internal departments (Sales, Product, Customer Success, etc.) and external vendors to deliver cohesive client experiences.
- Champion vendor engagement and alignment with client goals across the platform.
Operational & Sales Excellence
- Oversee account performance metrics, client health reporting, and success plans to mitigate risk and optimize results.
- Negotiate client contracts and manage renewal cycles, ensuring mutual value and compliance.
- Present data-driven insights and recommendations to clients and internal leadership.
- Manage CRM and account data to maintain accuracy and support forecasting.
Qualifications
- 5+ years of client-facing account management experience, preferably in healthcare or staffing technology.
- 3+ years of experience leading teams with proven success in coaching and developing talent.
- Demonstrated ability to manage and grow large enterprise accounts.
- Track record of meeting or exceeding revenue goals and performance targets.
- Strong presentation and communication skills with the ability to influence executive stakeholders.
- Proven expertise in negotiating complex, service-based agreements.
- Exceptional organizational, prioritization, and analytical skills.
- Experience working across departments and managing through indirect influence.
- Bachelor's degree required; Master's degree a plus.
- Experience in healthcare staffing or within a VMS/MSP environment preferred.
- Deep understanding of healthcare systems, delivery models, and operational structures preferred.
- Ability to build strategic business plans based on trends, insights, and client feedback preferred.
- Willingness and ability to travel as needed for client engagement preferred.
We believe in fair compensation for all of our people, which is why our pay structure takes into account the cost of labor across U.S. geographic markets. For this position, we offer a pay range of $91,100 -- $220,700 annually, with pay varying depending on work location and job-related factors such as knowledge, position level and experience. During the hiring process, your recruiter can provide more information about the specific salary range for the job location.
CHG Healthcare offers starting salaries for sales positions in the form of total target compensation (TTC = base + commission + bonus), which includes base pay, commission, and bonuses. Sales positions receive short-term incentives through commission plans and bonuses. On the other hand, non-sales positions have starting salaries that consist of a base salary and short-term incentives through various bonus plans, which are paid out monthly, quarterly, or annually.
#LI-MJ1
In return we offer:
• 401(k) retirement plan with company match
• Traditional healthcare benefits such as medical and dental coverage, and some unique benefits like onsite health centers, corporate wellness programs, and free behavioral health appointments.
• Flexible work schedules - including work-from-home options available
• Recognition programs with rewards including trips, cash, and paid time off
• Family-friendly benefits including paid parental leave, fertility coverage, adoption assistance, and marriage counseling
• Tailored training resources including free LinkedIn learning courses
• Volunteer time off and employee-driven matching grants
• Tuition reimbursement programs
Click here to learn more about our company and culture.
CHG Healthcare values a diverse and inclusive workforce. Interested in this role but not a perfect fit? Apply anyway.
We welcome applicants of any race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status and individuals with disabilities as an Affirmative Action/Equal Opportunity Employer. We are an at-will employer.
What makes CHG Different? You.
Apply Now
1
AVP Account Management - REMOTE (FL Preferred)
84190 Salt Lake City, Utah
Prime Therapeutics
Posted today
Job Viewed
Job Description
Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.
**Job Posting Title**
AVP Account Management - REMOTE (FL Preferred)
**Job Description**
The Assistant Vice President Client Engagement leads the development and execution of strategic plans for their assigned Prime client/s, spanning all market segments and lines of business (Employer Markets, Health Insurance Marketplace (HIM), Commercial, Medicare, and Medicaid). This individual is the primary relationship and contract owner for their assigned account/s and oversees a cross-functional account management team, including representation across all lines of business, and key departments such as clinical, trade, and finance. This position establishes and maintains relationships with client decision-makers, industry consultants, health-plan account and sales divisions, and Prime's functional areas to enhance collaboration, and ensure delivery of exceptional service. The Assistant Vice President Client Engagement identifies needed investments in capabilities, systems and programs that enhance client market competitiveness and promotes company and assigned client's growth objectives.
**Responsibilities**
+ Serve as primary relationship and contract owner, advocate and point of escalation for assigned account/s; leverage an intimate understanding of the industry, client market trends, challenges, and priorities, and the demand for new products/services in the market, as well as Prime's strategic and growth objectives to lead the development and deployment of client strategic plans; collaborate with Prime and Client leadership to advocate for products and capabilities that support mutual growth and enable market competitive solutions; solicit client feedback related to products, financials and contracts and establish an internal framework to respond to suggestions or inquiries
+ Lead retention efforts for Employer Markets, Health Insurance Marketplace, Commercial, Medicare, and Medicaid health plan clients; drive the adoption and consistent application of client communication and interaction principles developed by the Account Management Office; lead efforts to ensure a coordinated client experience by creating awareness, accountability, and alignment to these principles across client engagement and Prime
+ Provide cross functional leadership to an extended Account Management team, with representation, expertise and dedicated support for market/line of business-specific client needs; collaborate with cross-functional leaders to identify and implement collaborative, performance objectives across all client facing teams; ensure clear lines of accountability and expectations between client engagement and extended client team members; lead efforts to align interactions with strategic and operational objectives that identify, develop, expand and retain key client relationships
+ Monitor, report and consolidate key performance indicators and dashboards that evaluate Prime's performance against assigned client contracts; populate joint scorecards and other reporting tools (i.e. Salesforce) to track client relationships, product adoption and retention metrics, and proactively respond to, and remediate any identified gaps or risks; understand nuances across lines of business or assigned client/s and identify further opportunity to drive consistency and improvement
+ Lead the development, negotiation, standardization and compliance of contracts for the assigned client/s, including the development and execution of contract renewal plans; proactively analyze contract language and/or requirements, standardize where appropriate, and mitigate conflicting terms; review and manage Performance Guarantees and/or Financial Guarantees on behalf of Prime and the client(s) to minimize financial risk
+ Lead client meetings as aligned to the account management principles, including but not limited to: identifying meeting objectives and participants, ensuring adequate preparation and presentation materials, disseminating and uploading meeting materials in client portal, and working across extended teams to ensure appropriate follow through and documentation; ensure account management team documents interactions with assigned client/s and inputs data into the Salesforce CRM (Customer Relationship Management) tool and client portal
+ Identify key relationships necessary to deliver core and expanded capabilities, drive growth, and ensure market competitiveness, including but not limited to: executive sponsors, Blue Cross Blue Shield (BCBS) plans, national benefits consultants, ensure account management team maintains effective LOB (Line of Business) knowledge and expertise via industry channels, conferences, continuing education etc; demonstrate thorough understanding and commitment to compliance requirements and influence the alignment, prioritization, design and implementation of outcomes and services
+ Manage staffing, performance and development of a client engagement team, and consistently demonstrate Prime's leadership expectations during interactions with direct reports, cross functional and external stakeholders; directly or indirectly establish account management goals and priorities for the extended client teams; provide work direction, and support the hiring, training, coaching and retention of key account management positions
+ Other duties as assigned
**Education & Experience**
+ Bachelor's degree in Finance, Business, Health Care Administration, or related area of study or equivalent combination of education and/or relevant work experience; HS diploma or GED is required
+ 12 years of client service experience to include 7 years of account management in PBM or managed care
+ 8 years of leadership/people management experience
+ Must be eligible to work in the United States without need for work visa or residency sponsorship
**Additional Qualifications**
+ Strong interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport and collaborate effectively across departments, internally and externally, and at all levels within an organization
+ Demonstrated ability driving the identification of improvement opportunities and leading the implementation of process changes
+ Exceptional communication skills with ability to communicate complex information to a variety of audiences
+ Exceptional client relationship management and cross-functional team building skills
+ Strong analytical and critical thinking skills; able to synthesize information from multiple sources into actionable plans
+ Ability to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion
**Preferred Qualifications**
+ MBA or other related advanced degree
+ Experience working within Commercial, Medicare, Medicaid, Health Insurance Marketplace, and/or Employer Markets segments/lines of business
**Physical Demands**
+ Ability to travel up to 50% of the time
+ Constantly required to sit, use hands to handle or feel, talk and hear
+ Frequently required to reach with hands and arms
+ Occasionally required to stand, walk and stoop, kneel, and crouch
+ Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
Potential pay for this position ranges from $164,000.00 - $279,000.00 based on experience and skills.
To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page ( and click on the "Benefits at a glance" button for more detail.
_Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?_
_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._
_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._
Positions will be posted for a minimum of five consecutive workdays.
Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.
If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.
Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?
We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.
Prime Therapeutics LLC is a Tobacco-Free Workplace employer.
If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1. or email
**Job Posting Title**
AVP Account Management - REMOTE (FL Preferred)
**Job Description**
The Assistant Vice President Client Engagement leads the development and execution of strategic plans for their assigned Prime client/s, spanning all market segments and lines of business (Employer Markets, Health Insurance Marketplace (HIM), Commercial, Medicare, and Medicaid). This individual is the primary relationship and contract owner for their assigned account/s and oversees a cross-functional account management team, including representation across all lines of business, and key departments such as clinical, trade, and finance. This position establishes and maintains relationships with client decision-makers, industry consultants, health-plan account and sales divisions, and Prime's functional areas to enhance collaboration, and ensure delivery of exceptional service. The Assistant Vice President Client Engagement identifies needed investments in capabilities, systems and programs that enhance client market competitiveness and promotes company and assigned client's growth objectives.
**Responsibilities**
+ Serve as primary relationship and contract owner, advocate and point of escalation for assigned account/s; leverage an intimate understanding of the industry, client market trends, challenges, and priorities, and the demand for new products/services in the market, as well as Prime's strategic and growth objectives to lead the development and deployment of client strategic plans; collaborate with Prime and Client leadership to advocate for products and capabilities that support mutual growth and enable market competitive solutions; solicit client feedback related to products, financials and contracts and establish an internal framework to respond to suggestions or inquiries
+ Lead retention efforts for Employer Markets, Health Insurance Marketplace, Commercial, Medicare, and Medicaid health plan clients; drive the adoption and consistent application of client communication and interaction principles developed by the Account Management Office; lead efforts to ensure a coordinated client experience by creating awareness, accountability, and alignment to these principles across client engagement and Prime
+ Provide cross functional leadership to an extended Account Management team, with representation, expertise and dedicated support for market/line of business-specific client needs; collaborate with cross-functional leaders to identify and implement collaborative, performance objectives across all client facing teams; ensure clear lines of accountability and expectations between client engagement and extended client team members; lead efforts to align interactions with strategic and operational objectives that identify, develop, expand and retain key client relationships
+ Monitor, report and consolidate key performance indicators and dashboards that evaluate Prime's performance against assigned client contracts; populate joint scorecards and other reporting tools (i.e. Salesforce) to track client relationships, product adoption and retention metrics, and proactively respond to, and remediate any identified gaps or risks; understand nuances across lines of business or assigned client/s and identify further opportunity to drive consistency and improvement
+ Lead the development, negotiation, standardization and compliance of contracts for the assigned client/s, including the development and execution of contract renewal plans; proactively analyze contract language and/or requirements, standardize where appropriate, and mitigate conflicting terms; review and manage Performance Guarantees and/or Financial Guarantees on behalf of Prime and the client(s) to minimize financial risk
+ Lead client meetings as aligned to the account management principles, including but not limited to: identifying meeting objectives and participants, ensuring adequate preparation and presentation materials, disseminating and uploading meeting materials in client portal, and working across extended teams to ensure appropriate follow through and documentation; ensure account management team documents interactions with assigned client/s and inputs data into the Salesforce CRM (Customer Relationship Management) tool and client portal
+ Identify key relationships necessary to deliver core and expanded capabilities, drive growth, and ensure market competitiveness, including but not limited to: executive sponsors, Blue Cross Blue Shield (BCBS) plans, national benefits consultants, ensure account management team maintains effective LOB (Line of Business) knowledge and expertise via industry channels, conferences, continuing education etc; demonstrate thorough understanding and commitment to compliance requirements and influence the alignment, prioritization, design and implementation of outcomes and services
+ Manage staffing, performance and development of a client engagement team, and consistently demonstrate Prime's leadership expectations during interactions with direct reports, cross functional and external stakeholders; directly or indirectly establish account management goals and priorities for the extended client teams; provide work direction, and support the hiring, training, coaching and retention of key account management positions
+ Other duties as assigned
**Education & Experience**
+ Bachelor's degree in Finance, Business, Health Care Administration, or related area of study or equivalent combination of education and/or relevant work experience; HS diploma or GED is required
+ 12 years of client service experience to include 7 years of account management in PBM or managed care
+ 8 years of leadership/people management experience
+ Must be eligible to work in the United States without need for work visa or residency sponsorship
**Additional Qualifications**
+ Strong interpersonal skills, with the ability to effectively facilitate meetings, resolve conflict, build consensus, establish rapport and collaborate effectively across departments, internally and externally, and at all levels within an organization
+ Demonstrated ability driving the identification of improvement opportunities and leading the implementation of process changes
+ Exceptional communication skills with ability to communicate complex information to a variety of audiences
+ Exceptional client relationship management and cross-functional team building skills
+ Strong analytical and critical thinking skills; able to synthesize information from multiple sources into actionable plans
+ Ability to balance and prioritize compliance, business and other competing goals and risks, while still driving programs and initiatives to completion
**Preferred Qualifications**
+ MBA or other related advanced degree
+ Experience working within Commercial, Medicare, Medicaid, Health Insurance Marketplace, and/or Employer Markets segments/lines of business
**Physical Demands**
+ Ability to travel up to 50% of the time
+ Constantly required to sit, use hands to handle or feel, talk and hear
+ Frequently required to reach with hands and arms
+ Occasionally required to stand, walk and stoop, kneel, and crouch
+ Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
Potential pay for this position ranges from $164,000.00 - $279,000.00 based on experience and skills.
To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page ( and click on the "Benefits at a glance" button for more detail.
_Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?_
_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._
_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._
Positions will be posted for a minimum of five consecutive workdays.
Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.
If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.
Prime Therapeutics LLC?is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to?race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law? ?
We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.
Prime Therapeutics LLC is a Tobacco-Free Workplace employer.
If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1. or email
View Now
2
Account Manager - Captive Management
84190 Salt Lake City, Utah
WTW
Posted 2 days ago
Job Viewed
Job Description
**Description**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
As part of Willis Towers Watson's Captive Solutions team, the Account Manager plays a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to risk financing.
This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial management, and governance. The Account Manager collaborates closely with internal experts-including actuaries, risk consultants, accountants, and brokers-as well as with external stakeholders such as clients, regulators, and service providers.
With no two captives alike, the Account Manager must bring flexibility, analytical insight, and client-focused problem-solving to help structure and manage bespoke captive solutions. This is a unique opportunity to contribute to a team that combines industry-leading analytics, strategic consultancy, and operational excellence to deliver clarity and value to our clients.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers.
Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Assist with regulatory approval for changes to the business plan.
+ Assist with Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues.
+ Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Executive in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 2-4 year degree in Accounting, Finance or related area
+ Computer Skills
+ A plus, but not required is knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control Client relationship skills
+ Project Management skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $50,000-$75,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
3
Account Executive - Captive Management
84190 Salt Lake City, Utah
WTW
Posted 2 days ago
Job Viewed
Job Description
**Description**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Willis Towers Watson's Captive Solutions team delivers customized, data-driven insurance management services across Corporate Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment, Risk and Reinsurance (IRR). As part of this highly specialized group, the Account Executive is responsible for managing a portfolio of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client's unique risk profile.
Reporting to senior leadership and working closely with clients, regulators, and service providers, the Account Executive plays a critical role in shaping underwriting strategy, ensuring regulatory and financial compliance, and delivering timely, high-quality board and management reporting. The role also contributes to new business development by identifying growth opportunities, supporting marketing initiatives, and offering expert technical guidance.
The ideal candidate brings at least 15 years of experience in captive insurance and financial services, with deep knowledge of insurance accounting, products, and problem resolution. Strong leadership, project management, and client relationship skills are essential, along with the ability to provide strategic insight, influence stakeholders, and uphold the highest standards of compliance and corporate governance.
This position offers a dynamic opportunity to lead within a team of top-tier professionals-actuaries, brokers, analysts, and consultants-dedicated to delivering clarity, innovation, and value to clients through Willis Towers Watson's world-class Captive Solutions platform.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**New Business**
+ To assist in the development of new business for the Company
+ Give input to the creation of a marketing and new business strategy.
+ Implement marketing and new business strategy.
+ Identify new business opportunities (including cross-selling opportunities) within existing client base.
+ Take responsibility for a number of new business development projects.
+ Promote the Company within and outside the Willis Group.
+ To provide technical advice on request within the Practice.
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Oversee regulatory approval for changes to the business plan.
+ Oversee Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To participate in and provide input on strategic and major operational issues. Assume responsibility for a specific area of company strategy.
+ To implement policies adopted by the Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Principal in performing board insight, perspective & thought leadership as required
+ Understands importance of WEM and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**The Requirements**
+ 4 year degree in Accounting, Finance or related area or CPA qualification
+ Maintenance of CPA qualification through CPD, as appropriate
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry (minimum 15 years' experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Advanced presentation skills
+ Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $100,000-$140,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
4
Senior Account Manager - Captive Management
84190 Salt Lake City, Utah
WTW
Posted 2 days ago
Job Viewed
Job Description
**Description**
The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.
Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Specific Responsibilities:**
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Obtain regulatory approval for changes to the business plan.
+ Obtain Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage or supervise cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production and accuracy of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
+ To assist in implement policies adopted by Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Management in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**Requirements**
+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Board meeting presentation skills
+ Working toward Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
The Senior Account Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability to manage complex issues and client needs with professionalism.
Note: visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
Ensures strong relationships with client, regulators, captive directors and key service providers. Primary focus on financial statement review and/or preparation. Works as part of the Client Service Team, as well as interacts with clients, prospects, regulators and external service providers.
**Specific Responsibilities:**
**Insurance**
+ Liaison with insurance broker and reinsurance brokers as required.
+ Assist with underwriting documentation and decisions in conjunction with the Client Service Team and the Practice Underwriting resources, as appropriate.
+ Monitoring of exposures and risk transfer pricing within assigned portfolio.
+ Obtain regulatory approval for changes to the business plan.
+ Obtain Board approval for underwriting decisions.
**Finance/Regulatory**
+ Monitoring of domicile solvency and capital requirements
+ Obtaining regulatory approval of changes to business plan
+ Obtaining board approval for underwriting decisions
+ Accounting for premium
+ Agree reserving methodology
+ Ensure the production of management financial statement accounts, statutory accounts and information, budgets, cash flow statements and supplementary information as required.
+ Assist with the adoption of appropriate accounting practices and ensure adherence thereto.
+ Manage or supervise cash requirements of the companies
+ Liaise with and monitor investment managers in respect of invested funds
+ Assist Client Service Team with co-ordination of board meetings
+ Ensure timely production and accuracy of board papers.
+ Ensure timely production of minutes and review prior to distribution.
+ Action matters arising from client meetings
+ Ensure relevant company secretarial functions are performed in a timely manner.
+ Ensure compliance with Corporate Governance.
**Management**
+ To assist in providing input on strategic and operational issues. Assume responsibility for a specific area of company strategy.
+ To assist in implement policies adopted by Practice
+ Contact is maintained with all client directors and that they are advised of any developments.
+ Keep Practice leadership apprised of client developments.
+ Entertain clients & prospects as required.
+ Support Senior Management in performing board insight, perspective & thought leadership as required
+ Understands importance of Internal Control procedures and the WTW code of Conduct and works to be seen as a role model in the office.
**Qualifications**
**Requirements**
+ 4-year degree in Accounting, Finance or equivalent work experience, or related area or CPA qualification
+ Advanced Computer Skills
+ In depth knowledge and experience of captive insurance and insurance industry in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
+ Willis Towers Watson knowledge (platforms, structure, etc.)
+ Ability to monitor quality control
+ Client relationship skills
+ Project Management skills
+ Board meeting presentation skills
+ Working toward Leadership and People Management skills
+ Compliance
+ Can solve complex issues and will raise highly complex issues to higher level
+ Ability to influence and negotiate
+ Excellent verbal and written communication skills
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
**Compensation**
The base salary compensation range being offered for this role is $80,000.00-$130,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
View Now
5
Account & Relationship Management Executive - Enterprise Nursing Higher Education Field Sales (We...
84190 Salt Lake City, Utah
Wolters Kluwer
Posted 12 days ago
Job Viewed
Job Description
**LOCATION:** Remote U.S. (West - Preference will be given to a candidate who lives in western USA).
**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
**OVERVIEW**
You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of authority in negotiations, you will play an important role in achieving revenue targets and cultivating lasting relationships with our customers.
**RESPONSIBILITIES**
+ Develop effective sales approaches to target key accounts.
+ Engage in in-depth negotiations with higher autonomy to close deals.
+ Manage and nurture relationships with key customer accounts.
+ Provide accurate sales forecasts and activity reports.
+ Identify and analyze market conditions to uncover sales opportunities.
+ Handle moderately complex or higher-value sales opportunities.
+ Gather and utilize customer feedback to improve sales strategies.
+ Act as a mentor and trainer for junior sales staff.
+ Collaborate with other departments to ensure customer satisfaction.
+ Implement and refine sales techniques tailored to customer needs.
**QUALIFICATIONS**
**Education:** Bachelor's degree or equivalent experience.
**Experience:** 5+ years higher ed sales experience, enterprise level experience preferred.
+ Strategic Planning: Ability to develop and implement effective sales strategies.
+ Negotiation Tactics: Advanced negotiation skills for closing complex deals.
+ Customer Insight: Deep understanding of customer needs and preferences.
+ Analytical Thinking: Strong ability to analyze and interpret sales data.
+ Sales Software: Proficient use of advanced CRM and sales management tools.
+ Team Collaboration: Skills to work effectively with cross-functional teams.
+ Market Knowledge: Comprehensive awareness of market dynamics and trends.
+ Mentorship: Capability to train and mentor junior team members.
+ Overall skills: Strong attention to detail, collaborative team player, excellent communication and transparency, and exceptional negotiation skills.
**TRAVEL:** 20% + Occasional travel to customer locations, industry events, internal meetings
**Additional Information:** may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
This role is eligible for Bonus.
**Additional Information** :
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
View Now
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6
Wealth Management Client Account Services Associate
84193 Salt Lake City, Utah
Zions Bank
Posted 2 days ago
Job Viewed
Job Description
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
- Deliver client service aligned to defined segmentation models.
- Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
- Participate in continuous training and development programs based on a tiered skills matrix.
- Contribute to a culture of recognition, feedback, and shared accountability.
- Support the implementation of best practices and standardized processes through a centralized resource center.
- Assists wealth management advisors and planners in managing and building client relationships.
- Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
- Assists clients, advisors and planners with tactical questions and resolving client account issues.
- Performs various functions associated with account governance, compliance, and regulatory requests.
- Other duties as assigned.
- Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred.
- Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
- Basic knowledge of financial services industry and products.
- Must have good customer service skills and demonstrate client empathy.
- Solid oral and written communication skills to create relationships with clients.
- Must be detail oriented and be able to work well under pressure and meet deadlines.
- Ability to resolve client account issues.
- Proficient in office software applications.
- Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
- Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
- Commitment to continuous learning and professional development through structured training tiers.
- Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
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7
Wealth Management Client Account Services Associate
84193 Salt Lake City, Utah
Zions Bancorporation
Posted 5 days ago
Job Viewed
Job Description
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.Role SummaryThe Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.General ResponsibilitiesDeliver client service aligned to defined segmentation models.Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.Participate in continuous training and development programs based on a tiered skills matrix.Contribute to a culture of recognition, feedback, and shared accountability.Support the implementation of best practices and standardized processes through a centralized resource center.Assists wealth management advisors and planners in managing and building client relationships.Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.Assists clients, advisors and planners with tactical questions and resolving client account issues.Performs various functions associated with account governance, compliance, and regulatory requests.Other duties as assigned.QualificationsRequires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred.Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.Basic knowledge of financial services industry and products.Must have good customer service skills and demonstrate client empathy.Solid oral and written communication skills to create relationships with clients.Must be detail oriented and be able to work well under pressure and meet deadlines.Ability to resolve client account issues.Proficient in office software applications.Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.Commitment to continuous learning and professional development through structured training tiers.Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.Values & CultureAt Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.BenefitsMedical, Dental and Vision Insurance - START DAY ONE!Life and Disability Insurance, Paid Parental Leave and Adoption AssistanceHealth Savings (HSA), Flexible Spending (FSA) and dependent care accountsPaid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experienceMental health benefits including coaching and therapy sessionsTuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hireEmployee Ambassador preferred banking products
View Now
8
Wealth Management Client Account Services Associate
84190 Salt Lake City, Utah
Zions Bancorporation
Posted 10 days ago
Job Viewed
Job Description
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
+ Deliver client service aligned to defined segmentation models.
+ Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
+ Participate in continuous training and development programs based on a tiered skills matrix.
+ Contribute to a culture of recognition, feedback, and shared accountability.
+ Support the implementation of best practices and standardized processes through a centralized resource center.
+ Assists wealth management advisors and planners in managing and building client relationships.
+ Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
+ Assists clients, advisors and planners with tactical questions and resolving client account issues.
+ Performs various functions associated with account governance, compliance, and regulatory requests.
+ Other duties as assigned.
Qualifications
+ Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred.
+ Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
+ Basic knowledge of financial services industry and products.
+ Must have good customer service skills and demonstrate client empathy.
+ Solid oral and written communication skills to create relationships with clients.
+ Must be detail oriented and be able to work well under pressure and meet deadlines.
+ Ability to resolve client account issues.
+ Proficient in office software applications.
+ Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
+ Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
+ Commitment to continuous learning and professional development through structured training tiers.
+ Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
+ Employee Ambassador preferred banking products
Req ID: 067663
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at ( , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
+ Deliver client service aligned to defined segmentation models.
+ Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
+ Participate in continuous training and development programs based on a tiered skills matrix.
+ Contribute to a culture of recognition, feedback, and shared accountability.
+ Support the implementation of best practices and standardized processes through a centralized resource center.
+ Assists wealth management advisors and planners in managing and building client relationships.
+ Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
+ Assists clients, advisors and planners with tactical questions and resolving client account issues.
+ Performs various functions associated with account governance, compliance, and regulatory requests.
+ Other duties as assigned.
Qualifications
+ Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience. A combination of experience and education may meet job requirements. College degree preferred.
+ Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
+ Basic knowledge of financial services industry and products.
+ Must have good customer service skills and demonstrate client empathy.
+ Solid oral and written communication skills to create relationships with clients.
+ Must be detail oriented and be able to work well under pressure and meet deadlines.
+ Ability to resolve client account issues.
+ Proficient in office software applications.
+ Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
+ Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
+ Commitment to continuous learning and professional development through structured training tiers.
+ Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
+ Employee Ambassador preferred banking products
Req ID: 067663
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at ( , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
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