6 financial planner jobs found in Detroit, MI

                                    We are seeking two Client Engagement Managers to support the Key Account Managers.  One role will report to Toni White, and the other will report to Kevin Kroll.   Responsible for the retention and growth of existing and assigned accounts in support of organizational strategic, financial and performance goals by executing on core sales and business development activities such as strategic account/agency planning, sales consultations, identification of sales opportunities, and renewal support. Responsible for managing local accounts through agency or consultant interfacing Develop, refresh, and execute multi-year strategic account/agency plans to grow and retain the account and relationships, including identifying key opportunities, risks, and mitigation strategies. Present internal strategic account/agency plans to leadership team as well as external plans to accounts or agencies/consultants for review and alignment. Leverage strategic...

Departmental Summary: This position supports Medicare Part D pharmacy quality and medication adherence initiatives through data analysis, reporting, dashboard development, and operational support. Responsibilities include analyzing healthcare data, monitoring quality measures, providing actionable insights to business and clinical partners, and supporting initiatives that improve CMS Star Ratings. Required Skills and Qualifications: • Strong experience developing complex SQL queries and analyzing large healthcare datasets, including pharmacy claims, medical claims, membership, and provider data. • Proficiency in Python for healthcare analytics, reporting, process automation, and data quality validation. • Experience in writing and maintaining Spark SQL and Python code in Databricks to support process automation and data analytics • Familiarity with SAS programming for data manipulation, reporting, and analytics. • Strong Tableau experience in...

    This position provides strategic leadership over analytics, reporting, and operational improvement initiatives. It leverages data, automation, and business intelligence tools to deliver actionable insights, improve efficiency, and support enterprise affordability and provider performance programs. It also develops high-performing teams that transform data into results.   Responsible for planning, organizing, directing, implementation, and leading department assignments.  Position operates within broad objectives to ensure optimum utilization of manpower and budget.  Research, compile and analyze appropriate and relevant data and make recommendations for operational improvements. Leads in the research, analysis, identification and evaluation of data from assigned problems to evaluate existing and potential trends and issues. Possess and maintain an extensive comprehensive knowledge of BCBSM business, products, programs (including provider data, networks, etc.),...

Departmental Summary Leads sales, account management, and market strategy for the Public Sector & Hospitals Market, with accountability for membership growth, retention, customer relationships, and long-term account performance across public sector, healthcare, government, education, and related employer groups. Partners across sales, service, product, finance, underwriting, and marketing to deliver growth, retention, customer experience, and financial objectives for BCBSM and BCN product lines while ensuring customer and market needs are reflected in enterprise decision-making. Preferred Qualifications / Experience Experience leading a complex portfolio of Public Sector and Hospital Market customers, including government, education, municipalities, hospitals, and other large employer groups. Proven ability to develop strategic customer relationships and engage executive leaders, consultants, brokers, agents, public officials, and community stakeholders....

Description Summary: The Commercial Loan Closing Specialist Sr. is responsible for reviewing and organizing all necessary documentation to finalize complex commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and facilitating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer Sr. is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closer Sr.’s work closely with Underwriters and Relationship...

Position Title Branch Banking Client Consultant II   Location Detroit, MI 48236   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...