Jarid Butler

About Jarid Butler

Dynamic, detail-oriented Financial/Sales Professional with 11+ years of experience…

Experience

1. Onboarding Director Marketing Coordinator Client Success Specialist

   Wealthmax Financial Group

   Jan 2025 — Present · Bristol, RI, US

   Director of end-to-end client onboarding process from initial engagement to full portfolio transition, including account setup, fund transfers, and document execution• Preparation of comprehensive post-meeting casework including portfolio analysis, asset structuring, and detailed reporting using Kwanti, Morningstar, and InStream tools• Opening of all financial retirement accounts, including Traditional IRAs, Roth IRAs, Inherited IRAs, brokerages and a full range of annuity products across multiple carriers• Coordination and management of over sixty annual financial seminars across libraries, colleges, and restaurants, handling venue booking, scheduling, promotional strategy, and live event execution• Leading all marketing initiatives: social media, billboards, direct mailers, podcast production, and CRM-based outreach campaigns for client/prospect engagement• Production and marketing of weekly financial podcast (The Retirement Playbook), overseeing recording, editing, promotion, and CRM distribution• Management of prospect follow-up, event RSVP confirmations, attendance tracking, and lead nurturing for workshop participants, including no-show re-engagement campaigns• Serving as the primary point of contact for client success; ensured seamless communication and exceptional service throughout the client lifecycle• Overseeing daily client relations including inbound communication, milestone outreach, appointment scheduling, and in-office hospitality• Collaborating closely with advisors and leadership to manage weekly calendars, meeting prep, and workflow prioritization in a high-growth, startup environment

Education

• Rhode Island EMS LLC

  Rhode Island State License, Emergency Medical Services

  2012 — 2014

• Rhode Island Fire Academy

  National Fire Protection Certification, Fire Protection

  2009 — 2012

Skills

• Customer Service
• Brand Awareness
• Manufacturing
• Demand Planning
• Organizational Leadership
• Executive Leadership
• Data Entry
• Strategic Planning
• Inventory Control
• Supply Chain Management
• Strategic Sourcing
• Management
• Interpersonal Communication
• Warehouse Management
• Process Improvement
• Sales
• Transportation Management
• Distribution
• Closing Contracts
• Operations Management
• Logistics
• Business Development
• Shipping
• Organizational Effectiveness
• Multi-Site Operations
• Project Planning