Client Experience Consultant

The Client Experience Consultant plays a critical role in the sales and client engagement process, partnering with Sales and Relationship Management teams to deliver a seamless end-to-end experience for prospective and existing clients. This client-facing role involves showcasing the organization's digital experience, including participant and plan sponsor tools, through engaging presentations and tailored demonstrations. The position requires strong interpersonal skills and a deep understanding of financial services to build relationships and support business development efforts.