Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Field Client Relationship Manager, and Financial Analyst and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Field Client Relationship Manager, and Financial Analyst and others in the Accounting and Finance to apply.
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Marketing Coordinator: Provides administrative support to the VP of Marketing. Responsible for coordinating all marketing events, create communication, manage website and social media content, monitor success rates, and manage creative requests/output. Work closely with Director of Marketing to help support and drive measured results. Responsibilities Primary Duties and Responsibilities Coordinate, execute and attend a variety of functions including community openings, community events, and realtor events in conjunction with Director of Marketing/NHC/ASM's/VP of Sales/Marketing. Maintain daily communication with creative team to disseminate information, give direction on approvals of marketing collateral, participate in weekly conference calls/marketing meetings to review progress with creative team and digital team. Maintain and analyze monthly events tracking and eblast reporting. Facilitate the creation and order community signage as needed - work with signage vendor on pricing, design and production time. Create/execute/strategize daily social media posts. Create/distribute marketing collateral and update as needed. Assist with coordinating new community openings and closeout and any other model related projects as needed (model moves, storage, auctions, alarms setup, home automation, etc.). Assist with compiling information/packets for community roll out meetings. Assist with coding/processing marketing/sales invoices. Coordinate sales/marketing related meetings with vendors, creative team, etc. as needed. Order/manage promo items and printed collateral. Manage website in conjunction with the web team including updating/editing of content, creation and maintenance of landing pages. Work with product development team and purchasing to create marketing materials for new floorplans and Modsy walkthroughs. Maintain EI feature sheets/updates from Purchasing. Schedule weekly email marketing with eMarketing team. Visit communities as need to check on signage, inventory homes, models and NHC needs. Qualifications Minimum high school diploma or equivalent required, college degree preferred Minimum 2 years experience in marketing preferred Minimum 1 years in the real estate or homebuilding industry preferred Valid driver's license and good driving record Excellent communication skills, verbal and written, as well as strong organizational, project manage and interpersonal skills Must be able to meet deadlines while maintaining a professional attitude, deal effectively with confrontational situations and maintain objectivity with homeowners, fellow associates, and in all public relations Excellent computer skills including advanced Word, Excel, Microsoft Outlook General knowledge of Adobe Creative Suite preferred Basic knowledge of SEM & Google Analytics Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
04/17/2024
Full time
Overview Welcome Home! Build your career with Lennar! As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multi-generational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Marketing Coordinator: Provides administrative support to the VP of Marketing. Responsible for coordinating all marketing events, create communication, manage website and social media content, monitor success rates, and manage creative requests/output. Work closely with Director of Marketing to help support and drive measured results. Responsibilities Primary Duties and Responsibilities Coordinate, execute and attend a variety of functions including community openings, community events, and realtor events in conjunction with Director of Marketing/NHC/ASM's/VP of Sales/Marketing. Maintain daily communication with creative team to disseminate information, give direction on approvals of marketing collateral, participate in weekly conference calls/marketing meetings to review progress with creative team and digital team. Maintain and analyze monthly events tracking and eblast reporting. Facilitate the creation and order community signage as needed - work with signage vendor on pricing, design and production time. Create/execute/strategize daily social media posts. Create/distribute marketing collateral and update as needed. Assist with coordinating new community openings and closeout and any other model related projects as needed (model moves, storage, auctions, alarms setup, home automation, etc.). Assist with compiling information/packets for community roll out meetings. Assist with coding/processing marketing/sales invoices. Coordinate sales/marketing related meetings with vendors, creative team, etc. as needed. Order/manage promo items and printed collateral. Manage website in conjunction with the web team including updating/editing of content, creation and maintenance of landing pages. Work with product development team and purchasing to create marketing materials for new floorplans and Modsy walkthroughs. Maintain EI feature sheets/updates from Purchasing. Schedule weekly email marketing with eMarketing team. Visit communities as need to check on signage, inventory homes, models and NHC needs. Qualifications Minimum high school diploma or equivalent required, college degree preferred Minimum 2 years experience in marketing preferred Minimum 1 years in the real estate or homebuilding industry preferred Valid driver's license and good driving record Excellent communication skills, verbal and written, as well as strong organizational, project manage and interpersonal skills Must be able to meet deadlines while maintaining a professional attitude, deal effectively with confrontational situations and maintain objectivity with homeowners, fellow associates, and in all public relations Excellent computer skills including advanced Word, Excel, Microsoft Outlook General knowledge of Adobe Creative Suite preferred Basic knowledge of SEM & Google Analytics Lennar Core Values Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, shareholders, and community. Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. When You Join: Health Insurance - Medical, Dental & Vision Vacation - 3 weeks of vacation per year to start Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Product Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day - In the spirit of inclusion, diversity, and caring for our community, Lennar encourages our Associates to take a day to connect, reflect and inspire those around us, in a way that is uniquely important to you. And More ! Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Overview Welcome Home! Build your career with Lennar: As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar's Core Values: Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, trade partners, shareholders, and community. Marketing Coordinator Summary: This position will be assisting the Marketing team with day-to-day marketing activities and responsibilities including social media, emarketing, digital content, division events, sales support, and general tasks. Responsibilities Coordinate daily social media presence, take videos and post on social media platforms. Interact with prospective customers on social media Ads and posts. Create and manage eMarketing activities for internal and external customers and homeowners, including eblasts and newsletters Report on performance metrics of social media Ads, posts, and emarketing campaigns weekly. Help manage and monitor online content including landing pages and paid promotions. Help create online content including writing/reviewing copy, researching and conceiving new ideas. Help coordinate external and internal events, both virtual and in-person, as needed. Attend all marketing division and corporate meetings, calls and events (both onsite and virtual). Develop and maintain an understanding of branding guidelines, marketing campaigns and available resources. Create and maintain internal resources for use by the sales team. Provide support for the new community process from initial start-up to sales launch. Provide general support to sales team and staff - on all marketing initiatives, collateral, projects, events, meetings and other, as needed. Be knowledgeable about all Lennar current and upcoming communities, including floorplans, locations, schedules. Foster and promote a Team Environment. Work with the marketing team (division, regional and corporate) to develop, execute and evaluate marketing strategies, concepts and ideas. In addition, the candidate will be required to cross train with the other support staff in the Sales and Marketing Department. Perform all other duties as assigned. Qualifications One (1) year of marketing, organizational and/or administrative experience preferred High school diploma or GED required Active and unrestricted Driver's License required Intermediate experience with Microsoft Office Suite (i.e. Teams, Word, Excel, Outlook, and PowerPoint) and Adobe Creative Suite experience preferred SalesForce knowledge a plus Tableau knowledge a plus Proficient in social media and digital media Proficient in creative programs and adaptive to learning new platforms Detail-oriented and proactive Strong time management skills Accurate keyboarding ability Excellent grammatical skills Immense attention to detail Ability to multitask and prioritize projects based on deadlines Demonstrated ability to work independently on multiple projects and work collaboratively within a team Excellent organization and communication skills Takes pride in work Physical Requirements: Position requires the ability to occasionally bend, stoop, reach, lift, move and carry office materials and supplies weighing 25 pounds or less. Finger dexterity is required to operate a computer keyboard. FLSA Status: Non-Exempt Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. Lennar associates will be eligible for many benefits in accordance with Lennar's policies and applicable plan terms, including: Health Insurance - Medical, Dental & Vision Vacation - up to 3 weeks of vacation per year upon hire Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Home Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day Student Debt Repayment Program This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. General Overview of Compensation: The median base compensation for this position is estimated to be $29.20/an hour, subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. This position will be eligible for the described benefits listed in the above section. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
04/17/2024
Full time
Overview Welcome Home! Build your career with Lennar: As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time or move-up buyer, multigenerational family, or active adult. At Lennar, Everything's Included in our homes, and Everyone's Included on our team. Our Everyone's Included vision is to be as inclusive and diverse as the communities we build unleashing the power of diversity within our workforce to drive innovation & sustainable growth. Lennar's Core Values: Our commitment to Quality, Value, and Integrity is the underlying foundation upon which Lennar was built, and these three fundamental principles still guide us in caring for our customers, associates, trade partners, shareholders, and community. Marketing Coordinator Summary: This position will be assisting the Marketing team with day-to-day marketing activities and responsibilities including social media, emarketing, digital content, division events, sales support, and general tasks. Responsibilities Coordinate daily social media presence, take videos and post on social media platforms. Interact with prospective customers on social media Ads and posts. Create and manage eMarketing activities for internal and external customers and homeowners, including eblasts and newsletters Report on performance metrics of social media Ads, posts, and emarketing campaigns weekly. Help manage and monitor online content including landing pages and paid promotions. Help create online content including writing/reviewing copy, researching and conceiving new ideas. Help coordinate external and internal events, both virtual and in-person, as needed. Attend all marketing division and corporate meetings, calls and events (both onsite and virtual). Develop and maintain an understanding of branding guidelines, marketing campaigns and available resources. Create and maintain internal resources for use by the sales team. Provide support for the new community process from initial start-up to sales launch. Provide general support to sales team and staff - on all marketing initiatives, collateral, projects, events, meetings and other, as needed. Be knowledgeable about all Lennar current and upcoming communities, including floorplans, locations, schedules. Foster and promote a Team Environment. Work with the marketing team (division, regional and corporate) to develop, execute and evaluate marketing strategies, concepts and ideas. In addition, the candidate will be required to cross train with the other support staff in the Sales and Marketing Department. Perform all other duties as assigned. Qualifications One (1) year of marketing, organizational and/or administrative experience preferred High school diploma or GED required Active and unrestricted Driver's License required Intermediate experience with Microsoft Office Suite (i.e. Teams, Word, Excel, Outlook, and PowerPoint) and Adobe Creative Suite experience preferred SalesForce knowledge a plus Tableau knowledge a plus Proficient in social media and digital media Proficient in creative programs and adaptive to learning new platforms Detail-oriented and proactive Strong time management skills Accurate keyboarding ability Excellent grammatical skills Immense attention to detail Ability to multitask and prioritize projects based on deadlines Demonstrated ability to work independently on multiple projects and work collaboratively within a team Excellent organization and communication skills Takes pride in work Physical Requirements: Position requires the ability to occasionally bend, stoop, reach, lift, move and carry office materials and supplies weighing 25 pounds or less. Finger dexterity is required to operate a computer keyboard. FLSA Status: Non-Exempt Life at Lennar! Lennar recognizes our associates are the heart of the company's success. Learn new skills, build your path, and become an integral part of the Lennar Family. Lennar associates will be eligible for many benefits in accordance with Lennar's policies and applicable plan terms, including: Health Insurance - Medical, Dental & Vision Vacation - up to 3 weeks of vacation per year upon hire Holidays, Sick Leave, & Personal Days 401(k) Savings Plan with company match Paid Maternity & Bonding Leave New Hire Referral Bonus Program Home Purchase Discount for Associates Associate Assistance Plan Everyone's Included Day Student Debt Repayment Program This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. General Overview of Compensation: The median base compensation for this position is estimated to be $29.20/an hour, subject to adjustment based on business-related factors including employee qualifications, geographic location, and operational considerations. Note: The median amount may be greater or less than the average salary. This position will be eligible for the described benefits listed in the above section. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Type Regular Full-Time
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d54-dfe2-4a37-a6bc-dcc4cce65432
04/17/2024
Full time
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d54-dfe2-4a37-a6bc-dcc4cce65432
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounting Assistant, Accounts Receivable Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounting Assistant, Accounts Receivable Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Manager, and Accountant and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Manager, and Accountant and others in the Accounting and Finance to apply.
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Our Investments in You We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab) Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab) How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Manager, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments Our Investments in You We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab) Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab) How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Manager, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Business Development Manager (Mechanical Background) $100,000 Location: Remote Car allowance Bonus Are you a Business Development Manager / Program Manager or Application Engineer with a mechanical background? Our client, a leading company in the industry, is actively seeking a talented professional like you to join their team. As a renowned third-party recruitment agency, we have been entrusted with finding the perfect candidate for this exciting opportunity. Responsibilities: Develop and execute strategic business plans for a select group of key accounts, encompassing commercial and technical support, call frequencies, and product line forecasts. Drive market share growth by implementing effective strategies and actions tailored to each customer's needs and goals. Foster strong relationships with buyers, engineers, and procurement professionals, ensuring customer satisfaction through prompt handling of quotations, order expediting, follow-ups, and dissemination of vital information regarding product development, testing, catalogs, and more. Identify and recommend new products, product enhancements, and potential new business opportunities to stay ahead in the competitive landscape. Gain comprehensive knowledge of the company's product offerings and their applications, providing valuable field support to Engineering/Product Development, Sales, and other departments. Deliver accurate and timely updates on competitive activities, customer feedback, market intelligence, and other pertinent information. Participate in technical training sessions to enhance expertise in mechanical products. Effectively communicate technical information through engaging presentations, reports, webinars, and other platforms. Qualifications: Bachelor's degree in Mechanical Engineering or a related field. Proven track record in business development, account management, or sales within the mechanical industry. Strong technical acumen and the ability to articulate the advantages and applications of mechanical products. Exceptional communication, negotiation, and relationship-building skills. Demonstrated success in developing and implementing strategic sales plans to achieve revenue targets. Self-motivated and results-oriented, with excellent organizational and time management abilities. Proficiency in CRM software and sales-related tools.
04/17/2024
Full time
Business Development Manager (Mechanical Background) $100,000 Location: Remote Car allowance Bonus Are you a Business Development Manager / Program Manager or Application Engineer with a mechanical background? Our client, a leading company in the industry, is actively seeking a talented professional like you to join their team. As a renowned third-party recruitment agency, we have been entrusted with finding the perfect candidate for this exciting opportunity. Responsibilities: Develop and execute strategic business plans for a select group of key accounts, encompassing commercial and technical support, call frequencies, and product line forecasts. Drive market share growth by implementing effective strategies and actions tailored to each customer's needs and goals. Foster strong relationships with buyers, engineers, and procurement professionals, ensuring customer satisfaction through prompt handling of quotations, order expediting, follow-ups, and dissemination of vital information regarding product development, testing, catalogs, and more. Identify and recommend new products, product enhancements, and potential new business opportunities to stay ahead in the competitive landscape. Gain comprehensive knowledge of the company's product offerings and their applications, providing valuable field support to Engineering/Product Development, Sales, and other departments. Deliver accurate and timely updates on competitive activities, customer feedback, market intelligence, and other pertinent information. Participate in technical training sessions to enhance expertise in mechanical products. Effectively communicate technical information through engaging presentations, reports, webinars, and other platforms. Qualifications: Bachelor's degree in Mechanical Engineering or a related field. Proven track record in business development, account management, or sales within the mechanical industry. Strong technical acumen and the ability to articulate the advantages and applications of mechanical products. Exceptional communication, negotiation, and relationship-building skills. Demonstrated success in developing and implementing strategic sales plans to achieve revenue targets. Self-motivated and results-oriented, with excellent organizational and time management abilities. Proficiency in CRM software and sales-related tools.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Staff Accountant, Bilingual Customer Service , and Home Buyer s Consultant and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Staff Accountant, Bilingual Customer Service , and Home Buyer s Consultant and others in the Accounting and Finance to apply.
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Assistant, and Senior Accountant and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Assistant, and Senior Accountant and others in the Accounting and Finance to apply.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Home Buyer s Consultant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
04/17/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Home Buyer s Consultant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
Instagram: streetviewsmedia Company Description Street Views Media is an outdoor media company utilizing vehicles as rolling billboards. We are looking for an experienced candidate to present our inventory to buyers and agencies and close sales. Role Description This is a contract remote role for a Media Sales position. As a Media Sales representative, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and maximizing revenue through selling media advertising solutions. Your day-to-day tasks will include prospecting potential clients, delivering sales presentations, negotiating contracts, and providing exceptional customer service to ensure client satisfaction. Qualifications Prior experience in media sales, media buying, or media planning required Strong interpersonal and communication skills Proven ability to meet and exceed sales targets Excellent negotiation and persuasion abilities Ability to work independently and remotely Understanding of the media industry and advertising trends Bachelor's degree in business, marketing, or a related field is preferred
04/17/2024
Instagram: streetviewsmedia Company Description Street Views Media is an outdoor media company utilizing vehicles as rolling billboards. We are looking for an experienced candidate to present our inventory to buyers and agencies and close sales. Role Description This is a contract remote role for a Media Sales position. As a Media Sales representative, you will be responsible for identifying and pursuing new business opportunities, building strong relationships with clients, and maximizing revenue through selling media advertising solutions. Your day-to-day tasks will include prospecting potential clients, delivering sales presentations, negotiating contracts, and providing exceptional customer service to ensure client satisfaction. Qualifications Prior experience in media sales, media buying, or media planning required Strong interpersonal and communication skills Proven ability to meet and exceed sales targets Excellent negotiation and persuasion abilities Ability to work independently and remotely Understanding of the media industry and advertising trends Bachelor's degree in business, marketing, or a related field is preferred
is seeking to hire a Buyer for our client in Germantown WI! Benefits Available! Weekly Pay! $22.00/Hour Shift Timings:9:00AM-5:00PM Description: Responsibilities: Support and assist in the onboarding process of new suppliers and raw materials. Enter and maintain supplier/vendor and manufacturers data in automated system. Server as liaison with all stakeholders to keep key projects running. Correspond on routine inquires with vendors and suppliers at the beginning and throughout the duration of the project. Requirements: Proficient using MS Word, Excel, and Outlook. Ability to identify and resolve problems in a timely manner. Demonstrated ability to communicate and expedite effectively with vendors utilizing effective verbal, written, and analytical skills.
04/17/2024
Contractor
is seeking to hire a Buyer for our client in Germantown WI! Benefits Available! Weekly Pay! $22.00/Hour Shift Timings:9:00AM-5:00PM Description: Responsibilities: Support and assist in the onboarding process of new suppliers and raw materials. Enter and maintain supplier/vendor and manufacturers data in automated system. Server as liaison with all stakeholders to keep key projects running. Correspond on routine inquires with vendors and suppliers at the beginning and throughout the duration of the project. Requirements: Proficient using MS Word, Excel, and Outlook. Ability to identify and resolve problems in a timely manner. Demonstrated ability to communicate and expedite effectively with vendors utilizing effective verbal, written, and analytical skills.
GLOBAL Recruitment Solutions LLC
Pacific, Missouri
JOB DESCRIPTION: The Buyer is responsible for the daily management of POs and delivery updates focusing on maintaining target stock levels in support of on time shipments to customers. The position works closely with supply planning, procurement, and distribution to align production plans with company goals connected to inventory management and maintaining low levels of obsolescence. The successful candidate for this position has experience in the manufacturing industry and a strong understanding of supply chain management concepts. RESPONSIBILITIES: Purchasing CycleRelease POs based on anticipated demand to provide an uninterrupted flow of materials and services Coordinate with suppliers, including sending, confirming, and communicating all PO related changes to the supplier in a timely manner. Maintain the accuracy of the open POs and PO records. Expedite orders that are needed in less than the normal lead time to improve the shortfall between the current plan and the requirements to meet or exceed customer expectations. Proactive communication with suppliers when delivery dates are coming due as well as anytime that delivery and/or components issues arise. Monitor on-time delivery, report any foreseen issues, and contribute to improvements in delivery metrics. Conduct daily reviews of shortage and expedites reports to maintain inventory levels. Follow up with suppliers to eliminate delivery exceptions. Perform immediate follow-up with vendors if purchase order has not been delivered or has not been scheduled for delivery. Once PO has been received, review to close PO out of the system. Verify pricing and make changes as needed on the PO and in our system. Assist the Materials Manager with maintaining proper inventory levels of materials used on a regular basis.Keep inventory investment to a minimum. Know how to perform order rescheduling in MRP and understand the various MRP output reports. Rush or defer orders to align with changing customer requirements. Maintain lead time and minimum order quantities on purchase parts in ERP system. Monitor and advise on any issues which present risk or opportunity to the organization.Anticipate needs and respond to concerns and conflicts. Manage the life cycle of vendors.Identify and pre-qualify potential vendors/alternate sources to meet quality and engineering requirements. Build and maintain relationships with key suppliers. Develop and maintain strategic relationships with reliable suppliers based on total cost of procurement, negotiating favorable pricing, solicit and evaluate quotes. Participate in the supplier performance process. Act as a point of contact between the company and suppliers. Make sure address/contact/phone is kept up to date. Miscellaneous OrderingSubmit POs for Engineering and Quality for needed items. Order office supplies and check that we keep stock on needed items. Order cleaning products for factory. Scheduling: Be a backup for the Materials Manager in scheduling production and customer orders as they come in. Freight/Customs: Participate in freight calculations and make sure items are coded correctly for customs. QUALIFICATIONS: Understand standard enterprise resource planning (ERP) and supply chain management (SCM) system technologies. Have knowledge of the foundations of the ERP system Understand the basic principles and operations of the ERP system. Incorporate methods and techniques involved in lean and Just-in-Time (JIT) management.Effectively calculate the inventory required to restock products or parts with inventory models including.Visual Review Two-bin inventory system Periodic review Order Point Identify and reduce or eliminate waste in all areas of a supply chain. High degree of comfort learning and working with computer systems Impeccable attention to detail Analytical and methodical approach to problem solving. Ability to work well in a team. Excellent negotiation skills Communicate clearly to avoid misunderstanding. Demonstrate a willingness to accept responsibility and accountability for ones actions. Demonstrate trustworthiness and professionalism with clients, peers, and team members. Strong work ethic with excellent organization, time management, and problem-solving skills Anticipate changes in work demands and participate in assignments or training that address these changing demands; treat unexpected circumstances as opportunities to learn.
04/17/2024
Full time
JOB DESCRIPTION: The Buyer is responsible for the daily management of POs and delivery updates focusing on maintaining target stock levels in support of on time shipments to customers. The position works closely with supply planning, procurement, and distribution to align production plans with company goals connected to inventory management and maintaining low levels of obsolescence. The successful candidate for this position has experience in the manufacturing industry and a strong understanding of supply chain management concepts. RESPONSIBILITIES: Purchasing CycleRelease POs based on anticipated demand to provide an uninterrupted flow of materials and services Coordinate with suppliers, including sending, confirming, and communicating all PO related changes to the supplier in a timely manner. Maintain the accuracy of the open POs and PO records. Expedite orders that are needed in less than the normal lead time to improve the shortfall between the current plan and the requirements to meet or exceed customer expectations. Proactive communication with suppliers when delivery dates are coming due as well as anytime that delivery and/or components issues arise. Monitor on-time delivery, report any foreseen issues, and contribute to improvements in delivery metrics. Conduct daily reviews of shortage and expedites reports to maintain inventory levels. Follow up with suppliers to eliminate delivery exceptions. Perform immediate follow-up with vendors if purchase order has not been delivered or has not been scheduled for delivery. Once PO has been received, review to close PO out of the system. Verify pricing and make changes as needed on the PO and in our system. Assist the Materials Manager with maintaining proper inventory levels of materials used on a regular basis.Keep inventory investment to a minimum. Know how to perform order rescheduling in MRP and understand the various MRP output reports. Rush or defer orders to align with changing customer requirements. Maintain lead time and minimum order quantities on purchase parts in ERP system. Monitor and advise on any issues which present risk or opportunity to the organization.Anticipate needs and respond to concerns and conflicts. Manage the life cycle of vendors.Identify and pre-qualify potential vendors/alternate sources to meet quality and engineering requirements. Build and maintain relationships with key suppliers. Develop and maintain strategic relationships with reliable suppliers based on total cost of procurement, negotiating favorable pricing, solicit and evaluate quotes. Participate in the supplier performance process. Act as a point of contact between the company and suppliers. Make sure address/contact/phone is kept up to date. Miscellaneous OrderingSubmit POs for Engineering and Quality for needed items. Order office supplies and check that we keep stock on needed items. Order cleaning products for factory. Scheduling: Be a backup for the Materials Manager in scheduling production and customer orders as they come in. Freight/Customs: Participate in freight calculations and make sure items are coded correctly for customs. QUALIFICATIONS: Understand standard enterprise resource planning (ERP) and supply chain management (SCM) system technologies. Have knowledge of the foundations of the ERP system Understand the basic principles and operations of the ERP system. Incorporate methods and techniques involved in lean and Just-in-Time (JIT) management.Effectively calculate the inventory required to restock products or parts with inventory models including.Visual Review Two-bin inventory system Periodic review Order Point Identify and reduce or eliminate waste in all areas of a supply chain. High degree of comfort learning and working with computer systems Impeccable attention to detail Analytical and methodical approach to problem solving. Ability to work well in a team. Excellent negotiation skills Communicate clearly to avoid misunderstanding. Demonstrate a willingness to accept responsibility and accountability for ones actions. Demonstrate trustworthiness and professionalism with clients, peers, and team members. Strong work ethic with excellent organization, time management, and problem-solving skills Anticipate changes in work demands and participate in assignments or training that address these changing demands; treat unexpected circumstances as opportunities to learn.
We're hiring! The City of Sheboygan is dedicated to providing our residents, local businesses, and visitors with fiscally responsible municipal services while effectively and responsibly meeting the needs of our diverse community. Be part of a team that strives to uphold accountability, innovation, fiscal responsibility, respect, and teamwork. Take advantage of our robust benefit package including: Health, dental, and vision insurances An annual employer HSA contribution Employer Sponsored Clinic Up to four weeks of PTO upon hire Participation in the Wisconsin Retirement System And so much more! With a variety of departments, you are sure to find a position that aligns with your interests, skills, and experiences. Apply with us today! Employees are eligible for benefits at 20 hours per week. Contribution amounts and specific program eligibility varies by FTE. The Department of Planning and Development takes a leadership role in creating opportunities for our City to continue to grow and sustain our diverse communities that define and give Sheboygan its unique character to actively promote a diverse, safe, and dynamic community and enhance the living, working, and recreational choices for all Sheboygan citizens and visitors. Under the general direction of the Director of Planning and Development, in most cases independently, performs professional planning and City development activities. Responsible for preparing work plans and assigns, directs and supervises the work of the City's Development programs in conjunction with the Director. Assists with the formulation, updates and implements the City's downtown master plan, neighborhood plans, and Tax Increment Financing (TIF) Project Plans. Assists with the formulation, implements, updates and promotes the City's ongoing economic development strategy. Works closely with Director to administers consultant contracts to support economic development programs. Researches economic development issues and performs market research activities. Analyzes both short term and long-term opportunities and constraints facing the local economy. Makes reports and recommendations accordingly. Recommends planning activities for future economic development. Assist with the design, implement, and participate in an economic development marketing program to attract and retain business within the City, including website maintenance. Researches and prepares applications for governmental funding of local projects on behalf of the City and/or local businesses. Assists in obtaining services and assistance for new and existing businesses and industries. Develops Requests for Proposals and Development Prospectus documents on behalf of the City and property owners on redevelopment sites and buildings. Serves as primary contact person for the City's economic development programs. Assists in negotiations with prospective commercial/industrial businesses. Assists in developing and reviewing developer agreements and contracts. Develops and maintains a commercial and industrial land/building inventory. Assists with conducting a business contact program with local manufacturers. Manages the City's industrial parks, including recommending policies, working with prospective buyers, marketing, budgeting, and working with other departments to minimize impacts to businesses from scheduled road and utility improvements. Coordinates the development, operations, and maintenance of industrial parks and adherence to covenants. Coordinates the review of development proposals and plans through the review processes in city departments and serves as developer liaison to city departments. Recommends the development of material and media to facilitate the development coordination process and the economic development program. For prospective economic development projects, provides input in the refinement of the City's development-related standards, procedures, and ordinances to help meet the needs of business and industry. Consults with property owners, developers, and organizations to attract and retain businesses to the area. Identifies and recommends opportunities for public or public/private initiatives relative to economic development. Provides input to the City Administrator and Planning and Development Director on Tax Incremental Finance (TIF) issues. Participate in meetings of the Joint Review Board and annual TIF District review. Works closely with the Redevelopment Authority (RDA) plans, projects and programs and backs up the Planning and Development Director as Executive Director for the RDA. Assist with the City's economic development efforts with other related City functions and with other efforts in the community. Assist with the creation of the Capital Improvement Project budgets pertaining to planning, Industrial Park, Business Park, and redevelopment initiatives. Participates in City loan programs and other forms of financial assistance geared toward economic development. Supports City's CDBG Housing and Neighborhood Revitalization Program. Oversees record maintenance and report preparations. Conducts financial analyses of projects. Maintains financial records of programs/project expenses etc. Monitors current state and regional social, economic and demographic trends. Prepares graphics and narratives for reports and presentations. Maintains confidentiality of all proprietary department information including business negotiation matters and all personnel matters including medical information. Maintains regular and predictable on-site attendance. Bachelor's Degree in Urban or Regional Planning, Architecture, or closely-related field and a minimum of two years of municipal planning experience or consulting planning. Thorough knowledge of the laws, codes, principles, practices, methods, and techniques as applied to and pertaining to urban development. Thorough knowledge of laws applicable to economic and community development; local, state, and federal programs; grantsmanship techniques and preparation of applications; private sector business operations and development. Thorough knowledge and demonstrated experience in annexations, real estate acquisitions, relocation, and condemnation. Considerable knowledge of building design, construction, and inspection. Ability to effectively train, supervise, plan, coordinate, and lay out the work for employees. Ability to maintain effective working relationships with, and make presentations to, the Common Council, committees and boards, City departments, business community, and general public. Ability to communicate effectively in written and verbal form. Ability to exercise good judgment, courtesy, and tact in maintaining effective public and employee relations. A high sense of responsibility and initiative to work independently and productively without supervision and to work from oral and written instructions. Possession of a valid Wisconsin Motor Vehicle Operator's License and an insured automobile for use on the job. A Bachelor's Degree in Urban or Regional Planning, Business Administration, Public Administration, or closely related field. A minimum of three years of professional work experience in a municipal setting, including community development; economic development; planning; zoning; and building inspection. Ability to communicate effectively in written and verbal form and to prepare and maintain accurate and complete reports and records. Ability to exercise good judgment, courtesy, and tact in maintaining effective public and employee relations. Ability to prepare professional quality maps, drawings, and other illustrative materials for planning studies. A high sense of responsibility and initiative to work independently and productively without supervision and to work from oral and written instructions. High level of accuracy and proficiency in interpreting and compiling legible records and data, and ability to collate and summarize data and prepare reports. Possess strong verbal written and presentation skills demonstrating a clear, concise and positive style. Build trust through presenting ideas clearly and effectively and listening to others, even when not in agreement. Effectively establish rapport with stakeholders, including Council, employees, external agencies, and community members. Consistently demonstrate positive, effective communication skills and interactions and proactively share pertinent information with the team. Represent the department and organization at Council meetings, public hearings, and on City committees, boards and commissions. Basic knowledge of basic mathematical principles. Ability to act, make decisions, and justify action based on logic, good judgment, and rational thought. Possess a valid Motor Vehicle Operator's License and an insured automobile for use on the job.
04/17/2024
Full time
We're hiring! The City of Sheboygan is dedicated to providing our residents, local businesses, and visitors with fiscally responsible municipal services while effectively and responsibly meeting the needs of our diverse community. Be part of a team that strives to uphold accountability, innovation, fiscal responsibility, respect, and teamwork. Take advantage of our robust benefit package including: Health, dental, and vision insurances An annual employer HSA contribution Employer Sponsored Clinic Up to four weeks of PTO upon hire Participation in the Wisconsin Retirement System And so much more! With a variety of departments, you are sure to find a position that aligns with your interests, skills, and experiences. Apply with us today! Employees are eligible for benefits at 20 hours per week. Contribution amounts and specific program eligibility varies by FTE. The Department of Planning and Development takes a leadership role in creating opportunities for our City to continue to grow and sustain our diverse communities that define and give Sheboygan its unique character to actively promote a diverse, safe, and dynamic community and enhance the living, working, and recreational choices for all Sheboygan citizens and visitors. Under the general direction of the Director of Planning and Development, in most cases independently, performs professional planning and City development activities. Responsible for preparing work plans and assigns, directs and supervises the work of the City's Development programs in conjunction with the Director. Assists with the formulation, updates and implements the City's downtown master plan, neighborhood plans, and Tax Increment Financing (TIF) Project Plans. Assists with the formulation, implements, updates and promotes the City's ongoing economic development strategy. Works closely with Director to administers consultant contracts to support economic development programs. Researches economic development issues and performs market research activities. Analyzes both short term and long-term opportunities and constraints facing the local economy. Makes reports and recommendations accordingly. Recommends planning activities for future economic development. Assist with the design, implement, and participate in an economic development marketing program to attract and retain business within the City, including website maintenance. Researches and prepares applications for governmental funding of local projects on behalf of the City and/or local businesses. Assists in obtaining services and assistance for new and existing businesses and industries. Develops Requests for Proposals and Development Prospectus documents on behalf of the City and property owners on redevelopment sites and buildings. Serves as primary contact person for the City's economic development programs. Assists in negotiations with prospective commercial/industrial businesses. Assists in developing and reviewing developer agreements and contracts. Develops and maintains a commercial and industrial land/building inventory. Assists with conducting a business contact program with local manufacturers. Manages the City's industrial parks, including recommending policies, working with prospective buyers, marketing, budgeting, and working with other departments to minimize impacts to businesses from scheduled road and utility improvements. Coordinates the development, operations, and maintenance of industrial parks and adherence to covenants. Coordinates the review of development proposals and plans through the review processes in city departments and serves as developer liaison to city departments. Recommends the development of material and media to facilitate the development coordination process and the economic development program. For prospective economic development projects, provides input in the refinement of the City's development-related standards, procedures, and ordinances to help meet the needs of business and industry. Consults with property owners, developers, and organizations to attract and retain businesses to the area. Identifies and recommends opportunities for public or public/private initiatives relative to economic development. Provides input to the City Administrator and Planning and Development Director on Tax Incremental Finance (TIF) issues. Participate in meetings of the Joint Review Board and annual TIF District review. Works closely with the Redevelopment Authority (RDA) plans, projects and programs and backs up the Planning and Development Director as Executive Director for the RDA. Assist with the City's economic development efforts with other related City functions and with other efforts in the community. Assist with the creation of the Capital Improvement Project budgets pertaining to planning, Industrial Park, Business Park, and redevelopment initiatives. Participates in City loan programs and other forms of financial assistance geared toward economic development. Supports City's CDBG Housing and Neighborhood Revitalization Program. Oversees record maintenance and report preparations. Conducts financial analyses of projects. Maintains financial records of programs/project expenses etc. Monitors current state and regional social, economic and demographic trends. Prepares graphics and narratives for reports and presentations. Maintains confidentiality of all proprietary department information including business negotiation matters and all personnel matters including medical information. Maintains regular and predictable on-site attendance. Bachelor's Degree in Urban or Regional Planning, Architecture, or closely-related field and a minimum of two years of municipal planning experience or consulting planning. Thorough knowledge of the laws, codes, principles, practices, methods, and techniques as applied to and pertaining to urban development. Thorough knowledge of laws applicable to economic and community development; local, state, and federal programs; grantsmanship techniques and preparation of applications; private sector business operations and development. Thorough knowledge and demonstrated experience in annexations, real estate acquisitions, relocation, and condemnation. Considerable knowledge of building design, construction, and inspection. Ability to effectively train, supervise, plan, coordinate, and lay out the work for employees. Ability to maintain effective working relationships with, and make presentations to, the Common Council, committees and boards, City departments, business community, and general public. Ability to communicate effectively in written and verbal form. Ability to exercise good judgment, courtesy, and tact in maintaining effective public and employee relations. A high sense of responsibility and initiative to work independently and productively without supervision and to work from oral and written instructions. Possession of a valid Wisconsin Motor Vehicle Operator's License and an insured automobile for use on the job. A Bachelor's Degree in Urban or Regional Planning, Business Administration, Public Administration, or closely related field. A minimum of three years of professional work experience in a municipal setting, including community development; economic development; planning; zoning; and building inspection. Ability to communicate effectively in written and verbal form and to prepare and maintain accurate and complete reports and records. Ability to exercise good judgment, courtesy, and tact in maintaining effective public and employee relations. Ability to prepare professional quality maps, drawings, and other illustrative materials for planning studies. A high sense of responsibility and initiative to work independently and productively without supervision and to work from oral and written instructions. High level of accuracy and proficiency in interpreting and compiling legible records and data, and ability to collate and summarize data and prepare reports. Possess strong verbal written and presentation skills demonstrating a clear, concise and positive style. Build trust through presenting ideas clearly and effectively and listening to others, even when not in agreement. Effectively establish rapport with stakeholders, including Council, employees, external agencies, and community members. Consistently demonstrate positive, effective communication skills and interactions and proactively share pertinent information with the team. Represent the department and organization at Council meetings, public hearings, and on City committees, boards and commissions. Basic knowledge of basic mathematical principles. Ability to act, make decisions, and justify action based on logic, good judgment, and rational thought. Possess a valid Motor Vehicle Operator's License and an insured automobile for use on the job.
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d52-769e-4b8a-a941-8cc67e1c3760
04/17/2024
Full time
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d52-769e-4b8a-a941-8cc67e1c3760
Seeking to hire a Buyer Planner for our client in Memphis, TN! Benefits Available! Weekly Pay! 28.00 Per Hour Must have excellent working knowledge of Microsoft Office Suite and knowledge of SAP or other ERP systems Essential Duties and Responsibilities Establishes and maintains production material inventory and purchase plan to support master schedule. Maintains contact with the Production, Production Planning, Supply Chain, Quality, Procurement, Accounts payable and other departments. Maintains status of all raw materials and purchased component shortages that affect or will affect the assigned production lines. Executes purchase orders and changes to achieve optimum delivery of materials in economic lots. Ensures availability of purchased materials necessary to support the production plan while maintaining the inventory within budgeted limits. Coordinates the timely resolution of rejected purchased materials Actively participate in projects and collaborate with cross functional teams Other duties as assigned.
04/17/2024
Full time
Seeking to hire a Buyer Planner for our client in Memphis, TN! Benefits Available! Weekly Pay! 28.00 Per Hour Must have excellent working knowledge of Microsoft Office Suite and knowledge of SAP or other ERP systems Essential Duties and Responsibilities Establishes and maintains production material inventory and purchase plan to support master schedule. Maintains contact with the Production, Production Planning, Supply Chain, Quality, Procurement, Accounts payable and other departments. Maintains status of all raw materials and purchased component shortages that affect or will affect the assigned production lines. Executes purchase orders and changes to achieve optimum delivery of materials in economic lots. Ensures availability of purchased materials necessary to support the production plan while maintaining the inventory within budgeted limits. Coordinates the timely resolution of rejected purchased materials Actively participate in projects and collaborate with cross functional teams Other duties as assigned.
Buyer Pacific, MO Must be a US Citizen or Green Card holder. The Buyer is responsible for the daily management of POs and delivery updates focusing on maintaining target stock levels in support of on time shipments to customers. The position works closely with supply planning, procurement, and distribution to align production plans with company goals connected to inventory management and maintaining low levels of obsolescence. The successful candidate for this position has experience in the manufacturing industry and a strong understanding of supply chain management concepts. RESPONSIBILITIES: Purchasing Cycle Release POs based on anticipated demand to provide an uninterrupted flow of materials and services Coordinate with suppliers, including sending, confirming, and communicating all PO related changes to the supplier in a timely manner. Maintain the accuracy of the open POs and PO records. Expedite orders that are needed in less than the normal lead time to improve the shortfall between the current plan and the requirements to meet or exceed customer expectations. Proactive communication with suppliers when delivery dates are coming due as well as anytime that delivery and/or components issues arise. Monitor on-time delivery, report any foreseen issues, and contribute to improvements in delivery metrics. Conduct daily reviews of shortage and expedites reports to maintain inventory levels. Follow up with suppliers to eliminate delivery exceptions. Perform immediate follow-up with vendors if purchase order has not been delivered or has not been scheduled for delivery. Once PO has been received, review to close PO out of the system. Verify pricing and make changes as needed on the PO and in our system. Assist the Materials Manager with maintaining proper inventory levels of materials used on a regular basis. Keep inventory investment to a minimum. Know how to perform order rescheduling in MRP and understand the various MRP output reports. Rush or defer orders to align with changing customer requirements. Maintain lead time and minimum order quantities on purchase parts in ERP system. Monitor and advise on any issues which present risk or opportunity to the organization. Anticipate needs and respond to concerns and conflicts. Manage the life cycle of vendors. Identify and pre-qualify potential vendors/alternate sources to meet quality and engineering requirements. Build and maintain relationships with key suppliers. Develop and maintain strategic relationships with reliable suppliers based on total cost of procurement, negotiating favorable pricing, solicit and evaluate quotes. Participate in the supplier performance process. Act as a point of contact between the company and suppliers. Make sure address/contact/phone is kept up to date. Miscellaneous Ordering Submit POs for Engineering and Quality for needed items. Order office supplies and check that we keep stock on needed items. Order cleaning products for factory. Scheduling: Be a backup for the Materials Manager in scheduling production and customer orders as they come in. Freight/Customs: Participate in freight calculations and make sure items are coded correctly for customs. QUALIFICATIONS: Understand standard enterprise resource planning (ERP) and supply chain management (SCM) system technologies. Have knowledge of the foundations of the ERP system Understand the basic principles and operations of the ERP system. Incorporate methods and techniques involved in lean and Just-in-Time (JIT) management. Effectively calculate the inventory required to restock products or parts with inventory models including. Visual Review Two-bin inventory system Periodic review Order Point Identify and reduce or eliminate waste in all areas of a supply chain. High degree of comfort learning and working with computer systems Impeccable attention to detail Analytical and methodical approach to problem solving. Ability to work well in a team. Excellent negotiation skills Communicate clearly to avoid misunderstanding. Demonstrate a willingness to accept responsibility and accountability for ones actions. Demonstrate trustworthiness and professionalism with clients, peers, and team members. Strong work ethic with excellent organization, time management, and problem-solving skills Anticipate changes in work demands and participate in assignments or training that address these changing demands; treat unexpected circumstances as opportunities to learn. Required Knowledge, Skills, and Abilities: (Hiring Companies ATS Questions): 1. Do you have 2 to 5 years' experience in Purchasing 2. Do you have working knowledge of Microsoft Suite 3. Do you have a Bachelors in related field 4. Do you have understanding of supply chain management concepts 5. Do you have a CPIM and/or CSCP certification - preferred 6. Do you have Manufacturing experience - preferred 7. Do you have Automotive experience - preferred 8.Do you have Greatly prefer candidates familiar with St. Louis Metro - preferred 9. Must be a US Citizen or Green Card holder.
04/17/2024
Full time
Buyer Pacific, MO Must be a US Citizen or Green Card holder. The Buyer is responsible for the daily management of POs and delivery updates focusing on maintaining target stock levels in support of on time shipments to customers. The position works closely with supply planning, procurement, and distribution to align production plans with company goals connected to inventory management and maintaining low levels of obsolescence. The successful candidate for this position has experience in the manufacturing industry and a strong understanding of supply chain management concepts. RESPONSIBILITIES: Purchasing Cycle Release POs based on anticipated demand to provide an uninterrupted flow of materials and services Coordinate with suppliers, including sending, confirming, and communicating all PO related changes to the supplier in a timely manner. Maintain the accuracy of the open POs and PO records. Expedite orders that are needed in less than the normal lead time to improve the shortfall between the current plan and the requirements to meet or exceed customer expectations. Proactive communication with suppliers when delivery dates are coming due as well as anytime that delivery and/or components issues arise. Monitor on-time delivery, report any foreseen issues, and contribute to improvements in delivery metrics. Conduct daily reviews of shortage and expedites reports to maintain inventory levels. Follow up with suppliers to eliminate delivery exceptions. Perform immediate follow-up with vendors if purchase order has not been delivered or has not been scheduled for delivery. Once PO has been received, review to close PO out of the system. Verify pricing and make changes as needed on the PO and in our system. Assist the Materials Manager with maintaining proper inventory levels of materials used on a regular basis. Keep inventory investment to a minimum. Know how to perform order rescheduling in MRP and understand the various MRP output reports. Rush or defer orders to align with changing customer requirements. Maintain lead time and minimum order quantities on purchase parts in ERP system. Monitor and advise on any issues which present risk or opportunity to the organization. Anticipate needs and respond to concerns and conflicts. Manage the life cycle of vendors. Identify and pre-qualify potential vendors/alternate sources to meet quality and engineering requirements. Build and maintain relationships with key suppliers. Develop and maintain strategic relationships with reliable suppliers based on total cost of procurement, negotiating favorable pricing, solicit and evaluate quotes. Participate in the supplier performance process. Act as a point of contact between the company and suppliers. Make sure address/contact/phone is kept up to date. Miscellaneous Ordering Submit POs for Engineering and Quality for needed items. Order office supplies and check that we keep stock on needed items. Order cleaning products for factory. Scheduling: Be a backup for the Materials Manager in scheduling production and customer orders as they come in. Freight/Customs: Participate in freight calculations and make sure items are coded correctly for customs. QUALIFICATIONS: Understand standard enterprise resource planning (ERP) and supply chain management (SCM) system technologies. Have knowledge of the foundations of the ERP system Understand the basic principles and operations of the ERP system. Incorporate methods and techniques involved in lean and Just-in-Time (JIT) management. Effectively calculate the inventory required to restock products or parts with inventory models including. Visual Review Two-bin inventory system Periodic review Order Point Identify and reduce or eliminate waste in all areas of a supply chain. High degree of comfort learning and working with computer systems Impeccable attention to detail Analytical and methodical approach to problem solving. Ability to work well in a team. Excellent negotiation skills Communicate clearly to avoid misunderstanding. Demonstrate a willingness to accept responsibility and accountability for ones actions. Demonstrate trustworthiness and professionalism with clients, peers, and team members. Strong work ethic with excellent organization, time management, and problem-solving skills Anticipate changes in work demands and participate in assignments or training that address these changing demands; treat unexpected circumstances as opportunities to learn. Required Knowledge, Skills, and Abilities: (Hiring Companies ATS Questions): 1. Do you have 2 to 5 years' experience in Purchasing 2. Do you have working knowledge of Microsoft Suite 3. Do you have a Bachelors in related field 4. Do you have understanding of supply chain management concepts 5. Do you have a CPIM and/or CSCP certification - preferred 6. Do you have Manufacturing experience - preferred 7. Do you have Automotive experience - preferred 8.Do you have Greatly prefer candidates familiar with St. Louis Metro - preferred 9. Must be a US Citizen or Green Card holder.
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d4b-75d6-4979-a0e4-9df76f566adb
04/17/2024
Full time
Description Alvarez & Marsal Private Equity Performance Improvement Director, Merger Integrations and Carve-Outs Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Merger Integration & Carve-Outs (MI&C) team. With more than 3,500 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we assess are upper middle market in the 50 million to 1 billion plus range. Our professionals are aligned with a PEPI service line to promote the development of deep functional skills & experiences and to maximize our ability to tailor solutions to solve our clients' business issues. Our PEPI services include: Merger Integration & Carve-Outs Interim Management IT Rapid Results Supply Chain CFO Services Merger Integration & Carve-outs: Broaden your expertise, build your skillset This is your opportunity to join A&M PEPI's MI&C team - and develop an impressive range of operational skills. Benefiting from early client exposure and learning from some of the top practitioners in the field, you will be involved throughout the lifecycle of some of the largest, most complex and high profile deals in US. Our Merger Integration & Carve-outs (MI&C) service line brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include due diligence (commercial, operational), Integration Management Office, synergy, TSA, integration planning, Day 1 Readiness, and post-close execution. MI&C is a growing business targeting high growth in the next 2-4 years. We offer excellent opportunities for career advancement and build leadership skills. The MI&C leadership team is focused on providing career development, training and exposure to international business assignments. Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our PE clients outperform the market, you will add real value too. All the while, you can broaden your experience across industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team Director: Director-level responsibilities include: providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement Depending on the deal size, managers may lead the entire IMO or a focus area within the Integration Management Office (IMO) - Synergies, TSAs, Blueprinting, Day 1 Readiness, Executive Reporting, Integration Roadmap, Communications, Organizational Design Directors will lead and deliver large, complex client engagements that identify, design, and implement creative business and technology solutions for PE clients and their portfolio companies Providing interim functional management as required Leading Day 1 and Day 100 Planning, execution and driving performance improvement in key areas: Strategic planning Operational optimization /consolidation Back office consolidation Supply chain IT / reporting integration Customer and channel management Actively driving performance improvement assessments, across an enterprise, and overseeing the implementation of recommendations. Tracking progress against Day 1 and Day 100 objectives and adjusting integration strategies or personnel as required Directors implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance. Directors participate in the development and presentation of proposals for business development activities. Directors can lead small engagements or components of large, complex engagements. Practice Development & Eminence: Develop practical solutions and methodologies; develop \thoughtware\ and \point-of-view\ documents; participate in public speaking events People Development: Perform role of coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices Qualifications 10+ years of professional consulting experience, specializing in merger integration, divestitures, business transformation, and change management Experience in integration planning and divestitures a plus, but not required Experience in leading one or more work streams in a business transformation Deep functional expertise in several of the following areas: Finance & Accounting operations HR / Organizational design Role and Job Analysis Leadership and Stakeholder Involvement Communications planning and management Supply Chain / Operations Salesforce effectiveness Marketing optimization Pricing/Margin/Mix optimization Knowledge Management and Transfer Success at both planning revenue growth and profitability growth initiatives and driving them, operationally Program management and leadership experience Specific experience designing and leading the execution of internally-focused and externally-focused change/communications strategies MBA preferred Excellent oral and written communications skills Initiative and drive Critical thinking skills Flexibility to travel at least 75% of time The salary range is $150,000 - $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. PDN-9bd15d4b-75d6-4979-a0e4-9df76f566adb
Job Description Time Type: Full time Role Details: Time Type: Full Time Starting Pay: $50,000 / YR Job Location: 1350 IH 35 N, San Marcos, TX 78667 SUMMARY Gains knowledge to become the subject matter expert in assigned categories and learns to define and manage strategic roles and responsibilities in assigned categories. Will learn all aspects of Category Management, including, but not limited to, strategies and tactics, assortment planning and development, replenishment, pricing, costing, payment terms, and promotions. Gains knowledge to impact the financial performance of assigned categories: Inventory Turnover, Gross Margin, GMROI, and Sales. Recommends and assists with the development and execution of Marketing and Advertising programs to support stores' sales efforts. Will learn negotiation and Vendor Relations skills by attending and participating in regular meetings, factory visits, and trade shows. Works to become proficient in our Distribution Center purchasing (container/truckload purchases) and product placement of new items into the distribution network. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Responsible for learning categories as they become assigned and managing these assigned categories with oversight from the Senior Merchant and/or the Merchandising Manager. Maintains an adequate inventory position to drive sales and to service customers. Creates and maintains supplier replenishment purchase orders. Manages daily logistics issues, including product supply, transportation issues, and delivery interruptions. Facilitates resolutions between stores and vendors where necessary. Establishes and maintains item replenishment parameters and attributes within the Point-of-Sale system. Reports on and manages supplier lead times in the Point-of-Sale system based on supply chain performance. Manages the ordering and appropriate stock levels of items in promotions, ads, and special buys through communication with the Senior Merchant/Category Manager and Store Planning teams. Works interdependently with other Merchants on new items for potential DC network to lower acquisition costs and maintain better availability, identifying seasonality of goods, inventory flow regarding promotional activity, and excess inventory. Assists in keeping McCoy's system information and vendor information synchronized. Submits appropriate documentation to Merchandise Services for assigned vendors/categories. Works to Identify and act on unproductive inventory and excess weeks of supply in the stores. Helps prepare, analyze, and present Program Financial Reviews and analyses for Stock and Special-Order Sales in assigned categories. Includes discussion and analyses of program performance, specifically Turnover, Gross Margin, and Sales. Also includes vendor performance analyses regarding lead time, error rates, quality, and customer service. Works to understand competitors' strengths, weaknesses, and strategies. Helps prepare, analyze, and present Program Line Reviews for Stock and Special-Order Sales in assigned categories. Line Reviews include all areas of Program Financial Reviews and comparison of existing vendors to competitors in the category. Assists with preparation for and during negotiations during the Line Review. Helps develop and implement Marketing and Advertising programs to promote assigned product categories. Helps negotiate and collect co-op advertising funds to support marketing and advertising expenses. Identifies, analyzes, and presents opportunities to enhance processes and/or improvements to management. Attends and participates in team meetings, training sessions, and company-sponsored programs as required. Supports store operations with negotiated programs within assigned categories. Solicits Regional and Store Manager input regarding assigned categories by listening to problems, complaints and Acts to resolve problems and build on successes. Meets periodically with existing vendors (or new vendors) to plan and review existing programs. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS An Associate degree (A. A.) or equivalent from two-year college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups and customers or employees of the organization. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Ability to utilize strong multi-tasking, organizational, prioritization, and follow-up skills necessary for managing multiple projects at one time in a professional manner and under minimal supervision. Ability to utilize Microsoft Word & Excel, IBM Content Manager, MAC21, and other 3rd party software applications at an intermediate level. Experience with BI Tools (Cognos Analytics, BI10+ or related tools) Prior experience in inventory control and/or supply chain management with knowledge and understanding of basic and intermediate purchasing principles. WORK AVAILABILITY Must maintain regular and acceptable attendance at such level as is determined by management. Must be regularly available and willing to work at least 8 hours per day, 40 hours per week or such other hours per day or hours per week as the employer determines are necessary or desirable to meet business needs. Must be available and willing to work such weekends and holidays as the employer determines are necessary or desirable to meet its business needs. TRAVEL REQUIREMENTS This position requires occasional travel with overnight stays Must meet driver's license requirements as required by the Company Must be able to legally obtain a rental vehicle in all states in which the company does business Must have current auto liability insurance PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually low to moderate. McCoy's is an equal opportunity employer. Equal access to programs, services and employment is available to all persons. Those applicants requiring reasonable accommodations in the application and/or interview process should contact a representative of the People Development Department at . EOE, AAP, D, F, VA
04/17/2024
Full time
Job Description Time Type: Full time Role Details: Time Type: Full Time Starting Pay: $50,000 / YR Job Location: 1350 IH 35 N, San Marcos, TX 78667 SUMMARY Gains knowledge to become the subject matter expert in assigned categories and learns to define and manage strategic roles and responsibilities in assigned categories. Will learn all aspects of Category Management, including, but not limited to, strategies and tactics, assortment planning and development, replenishment, pricing, costing, payment terms, and promotions. Gains knowledge to impact the financial performance of assigned categories: Inventory Turnover, Gross Margin, GMROI, and Sales. Recommends and assists with the development and execution of Marketing and Advertising programs to support stores' sales efforts. Will learn negotiation and Vendor Relations skills by attending and participating in regular meetings, factory visits, and trade shows. Works to become proficient in our Distribution Center purchasing (container/truckload purchases) and product placement of new items into the distribution network. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Responsible for learning categories as they become assigned and managing these assigned categories with oversight from the Senior Merchant and/or the Merchandising Manager. Maintains an adequate inventory position to drive sales and to service customers. Creates and maintains supplier replenishment purchase orders. Manages daily logistics issues, including product supply, transportation issues, and delivery interruptions. Facilitates resolutions between stores and vendors where necessary. Establishes and maintains item replenishment parameters and attributes within the Point-of-Sale system. Reports on and manages supplier lead times in the Point-of-Sale system based on supply chain performance. Manages the ordering and appropriate stock levels of items in promotions, ads, and special buys through communication with the Senior Merchant/Category Manager and Store Planning teams. Works interdependently with other Merchants on new items for potential DC network to lower acquisition costs and maintain better availability, identifying seasonality of goods, inventory flow regarding promotional activity, and excess inventory. Assists in keeping McCoy's system information and vendor information synchronized. Submits appropriate documentation to Merchandise Services for assigned vendors/categories. Works to Identify and act on unproductive inventory and excess weeks of supply in the stores. Helps prepare, analyze, and present Program Financial Reviews and analyses for Stock and Special-Order Sales in assigned categories. Includes discussion and analyses of program performance, specifically Turnover, Gross Margin, and Sales. Also includes vendor performance analyses regarding lead time, error rates, quality, and customer service. Works to understand competitors' strengths, weaknesses, and strategies. Helps prepare, analyze, and present Program Line Reviews for Stock and Special-Order Sales in assigned categories. Line Reviews include all areas of Program Financial Reviews and comparison of existing vendors to competitors in the category. Assists with preparation for and during negotiations during the Line Review. Helps develop and implement Marketing and Advertising programs to promote assigned product categories. Helps negotiate and collect co-op advertising funds to support marketing and advertising expenses. Identifies, analyzes, and presents opportunities to enhance processes and/or improvements to management. Attends and participates in team meetings, training sessions, and company-sponsored programs as required. Supports store operations with negotiated programs within assigned categories. Solicits Regional and Store Manager input regarding assigned categories by listening to problems, complaints and Acts to resolve problems and build on successes. Meets periodically with existing vendors (or new vendors) to plan and review existing programs. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS An Associate degree (A. A.) or equivalent from two-year college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups and customers or employees of the organization. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Ability to utilize strong multi-tasking, organizational, prioritization, and follow-up skills necessary for managing multiple projects at one time in a professional manner and under minimal supervision. Ability to utilize Microsoft Word & Excel, IBM Content Manager, MAC21, and other 3rd party software applications at an intermediate level. Experience with BI Tools (Cognos Analytics, BI10+ or related tools) Prior experience in inventory control and/or supply chain management with knowledge and understanding of basic and intermediate purchasing principles. WORK AVAILABILITY Must maintain regular and acceptable attendance at such level as is determined by management. Must be regularly available and willing to work at least 8 hours per day, 40 hours per week or such other hours per day or hours per week as the employer determines are necessary or desirable to meet business needs. Must be available and willing to work such weekends and holidays as the employer determines are necessary or desirable to meet its business needs. TRAVEL REQUIREMENTS This position requires occasional travel with overnight stays Must meet driver's license requirements as required by the Company Must be able to legally obtain a rental vehicle in all states in which the company does business Must have current auto liability insurance PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually low to moderate. McCoy's is an equal opportunity employer. Equal access to programs, services and employment is available to all persons. Those applicants requiring reasonable accommodations in the application and/or interview process should contact a representative of the People Development Department at . EOE, AAP, D, F, VA