7,523 Investment Planning jobs in the United States

**Job Family:** Brightly Software
**Req ID:** 473407
Who we areBuild a brighter future while learning and growing with a Siemens company at the intersection of technology, community and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest challenges facing our world. Find out how far your passion can take you.About the job We're looking for a motivated and collaborative Product Marketing Manager to lead go-to-market strategies and drive successful product launches for our Asset Investment Planning (AIP) SaaS portfolio. You'll work closely with cross-functional teams across North America, EMEA, and APAC-including marketing, sales, product management, innovation, training, and services. This role is ideal for someone who thrives in a fast-paced environment, enjoys translating complex solutions into compelling messaging, and is passionate about enabling sales teams and engaging customers. What you will do Develop and implement strategic marketing plans for new product launches and enhancements. Collaborate with product management to influence initiatives through the New Solution Introduction (NSI) process. Create clear, compelling messaging tailored to buyer personas, use cases, and market needs. Analyze market trends, customer insights, and competitive intelligence to inform strategy. Partner with marketing teams to produce high-impact content such as blogs, white papers, and customer stories. Support sales enablement with tools like pitch decks, battle cards, FAQs, and product sheets. What you need Bachelor's degree and 5-8 years of experience in product marketing or a related field. Strong understanding of SaaS business models and go-to-market strategies. Experience developing product positioning and messaging frameworks. Background in asset investment planning or marketing to public sector, education, healthcare, or manufacturing is a plus. Proven ability to handle multiple projects and meet deadlines. Technical Skills: Salesforce, Sales Loft, Microsoft OfficeExcellent communication skills, both written and verbal. Location: Remote, United States What makes you a standout You're a strategic problem solver who can also implement with precision. Curious, data-driven, and customer-focused. Enjoy working across teams and building strong relationships. Bring a growth mindset and a passion for continuous improvement. Comfortable navigating ambiguity and driving clarity. Take initiative and thrive in collaborative environments. Qualified Applicants must be legally authorized for employment in the United States. Qualified Applicants will not require employer-sponsored work authorization now or in the future for employment in the United States. The Brightly cultureWe're guided by a vision of community that serves the ambitions and wellbeing of all people, and our professional communities are no exception. We model that ideal every day by being supportive, collaborative partners to one another, conscientiously making space for our colleagues to grow and thrive. Our passionate team is driven to create a future where smarter infrastructure protects the environments that shape and connect us all. That brighter future starts with us. Our Commitment to Equity and Inclusion in our Diverse Global Workforce We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us. Brightly maintains a Drug Free workplace in accordance with applicable law. You'll Benefit FromSiemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here. ( The pay range for this position is $73,500 - $126,000 annually. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by Federal or other applicable law. Reasonable Accommodations If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this link Accommodation for disability form ( . If you're unable to complete the form, you can reach out to our AskHR team for support at 1- . Please note our AskHR representatives do not have visibility of application or interview status. Pay Transparency Siemens follows Pay Transparency laws. California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click here. ( Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
**Compensation**
$147,000.00-228,000.00 Yearly
The expected compensation range for this position is displayed in compliance with all local/state regulations. The expected compensation range for this position is based on a number of factors, including but not limited to: individual education, qualifications, prior work experience and work location. The total annual compensation package will consist of a base salary and eligibility to participate in our discretionary year-end incentive bonus program.
**Benefits**
Our extensive benefits package takes care of you so that you can focus on doing great work. From insurance and disability to time off and wellness programs, we provide the tools to meet your needs. As part of being 100% employee-owned, eligible employees participate in our Employee Stock Ownership Plan (ESOP) in addition to our 401(k) retirement program. For more information, please visit the Benefits & Wellness page.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Project Management
**Primary Location** US-CT-Wallingford
**Schedule:** Full-time
**Travel:** Yes, 15 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 242894
**Job Hire Type** Experienced #LI-EH #E98 N/A

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Electrical Engineering
**Primary Location** US-GA-Atlanta
**Other Locations** US-TN-Chattanooga, US-NC-Charlotte, US-TN-Nashville
**Schedule:** Full-time
**Travel:** Yes, 5 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 251141
**Job Hire Type** Experienced #LI-EH #E98 N/A

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Electrical Engineering
**Primary Location** US-GA-Atlanta
**Other Locations** US-TN-Chattanooga, US-NC-Charlotte, US-TN-Nashville
**Schedule:** Full-time
**Travel:** Yes, 5 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 251141
**Job Hire Type** Experienced #LI-EH #E98 N/A

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Electrical Engineering
**Primary Location** US-GA-Atlanta
**Other Locations** US-TN-Chattanooga, US-NC-Charlotte, US-TN-Nashville
**Schedule:** Full-time
**Travel:** Yes, 5 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 251141
**Job Hire Type** Experienced #LI-EH #E98 N/A

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Engineering
**Primary Location** US-MO-Kansas City
**Schedule:** Full-time
**Travel:** Yes, 25 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 244681
**Job Hire Type** Experienced #LI-EH #E98 N/A

**Description**
The Utility Investment Planning Project manager will utilize extensive knowledge in electrical transmission and distribution systems to develop long-range investment plans for projects supporting electric utilities. The project manager will support a broad range of studies and other consulting services around aging infrastructure, system resilience and reliability, and electrification. The studies will provide a holistic and integrated review of the system and provide financially justifiable long-term investment portfolios helping the electric industry with challenges associated with integrating renewables and electrification into the system.
The project manager will develop engineering, statistical, and financial models to assess the risks of equipment failure within the transmission and distribution system to determine capital improvements for mitigating the identified risks. The project manager will be required to work with numerous entities in the industry including investor-owned electric utilities, municipal electric utilities, and electric cooperatives. This project manager will be a seller-doer, conducting sales and marketing activities and executing projects. The project manager will spend time directly engaged with clients to identify new work, prepare proposals, establish study objectives, formulate project approaches, and manage/oversee a team of consultants/engineers to meet the study objectives and provide the client with useful and actionable deliverables.
Responsibilities:
The project manager is responsible for, and manages, all aspects of projects from business development, scope, and fee development, staffing plan development, project oversight and execution, quality management, and financial performance responsibilities. The project manager will support and lead both on-the-job and classroom training efforts for less experienced team members. Key responsibilities will include:
+ Business development: Develop new, and manage existing, client relationships through client marketing and project interactions; identify new sales opportunities with clients; lead all aspects of proposal development and submission including project planning, budgeting, and scheduling; establish critical project objectives and performances with the client; lead contract preparation and negotiations.
+ Project execution: Lead all aspects of project execution including scope, schedule, and budget; ensure quality control of deliverables; analyze and communicate project status, risks, schedule, and costs to all internal and external stakeholders; lead multi-discipline teams of engineers and analysts; plan, organize, and communicate project personnel needs to department management.
+ Leadership: Mentor and train less experienced staff on technical and business aspects of projects and the industry; serve as a recognized industry leader in power generation planning and evaluation; support company initiatives.
+ Other duties as assigned.
**Qualifications**
+ Bachelor of Science in engineering, accounting, finance, or related degree from an accredited program.
+ Minimum 5 years related experience; working for, or providing consulting services to, electric utilities, including 3 or more years managing engineering or consulting projects.
+ Deep and broad base of knowledge regarding electric transmission and distribution systems.
+ Extensive project experience working with large data sets and data analytical tools, consisting of both engineering and financial information.
+ Extensive knowledge of utility electric distribution system planning, design, construction, operations, and maintenance of distribution facilities.
+ Proven ability to lead, educate, and train a team of engineers and analysts regarding power generation studies.
+ Proven ability to lead multi-discipline teams of engineers and analysts.
+ General business and financial calculation knowledge.
+ Effective Project Management skills.
+ Ability to work with existing and new clients to identify new projects, articulate to the clients our ability to perform those projects, and translate that into the sale of consulting services.
+ Ability to communicate with various business contacts to understand their needs and translate them into a scope of work that meets their desired outcomes.
+ Ability to perform under pressure and tight deadlines and to be effective in on-site work environments.
+ Ability to manage multiple projects concurrently, including identification of critical path items to ensure deliverable deadlines are met.
+ Ability to focus on the big picture to effectively and efficiently provide services that meet client needs, while also having the ability to identify and analyze details that are critical to project outcomes.
+ Willingness to learn new service offerings as client needs and the market requires changes to the service offerings provided by our group.
+ Willingness and ability to develop a broad set of service offering types to allow for flexibility to go where the work is.
+ Willingness to cross-sell other services offered by Burns & McDonnell outside the project manager's core set of services.
+ Willingness to negotiate with clients for new service agreements.
+ Proficient in Microsoft Office Suite (Word, Excel, PPT).
+ Must have the ability to deal effectively with a wide variety of industry, government, and public contracts on project-related matters.
+ Excellent written & verbal communication skills.
+ Strong analytical and problem-solving skills.
+ Professional Registration preferred.
+ Ability to travel.
This job posting will remain open a minimum of 72 hours and on an ongoing basis until filled.
EEO/Disabled/Veterans
**Job** Electrical Engineering
**Primary Location** US-GA-Atlanta
**Other Locations** US-TN-Chattanooga, US-NC-Charlotte, US-TN-Nashville
**Schedule:** Full-time
**Travel:** Yes, 5 % of the Time
**About 1898 & Co.** 1898 & Co. is a business, technology and security solutions consultancy where experience and foresight come together to unlock lasting advancements. We innovate today to fuel our clients' future growth, catalyzing insights that drive smarter decisions, improve performance and maximize value. As part of Burns & McDonnell, we draw on more than 120 years of deep and broad experience in complex industries as we envision and enable the future for our clients.
**Req ID:** 251141
**Job Hire Type** Experienced #LI-EH #E98 N/A

**About Services:**
Serving clients in 95 countries, Citi's Services business provides integrated solutions across payments, collections, liquidity management, trade finance, and investor/issuer services to multinational corporations, financial institutions, public sector organizations, and increasingly, mid-sized companies with global needs. We leverage local market expertise, innovative technologies, and customized data solutions to meet our clients' unique requirements.
**Role Description:**
The Head of Services Investment Planning and Business Process Improvement (C-16) will lead the Services global technology investment processes and the execution and adoption of the Citi Enterprise Architecture Methodology (CEAM*) across all Services products, functions, operations, and technology teams. This critical leadership role within the Services COO team ensures alignment on Technology investments and CEAM deployment to drive strategic outcomes.
The role requires a broad and comprehensive understanding of Technology architecture, products, business management, technology investment planning and governance, CEAM framework, and Controls across Services and the Firm. Experience with multiple business cycles and a firm grasp of the business's strategic direction are essential. Effective collaboration across the business is crucial for efficient execution and to prioritize business needs and this leader will be held accountable to drive results, engage through effective and clear communication, and lead and develop a best-in-class global team. This role reports to the Services COO and will partner with Services ExCo Members, Business Execution Teams and other partners who are accountable for execution of investment planning, process mapping and process intelligence, and will work closely with business teams, technology partners, and other horizontal partners across Services and Citi.
* **Citi Enterprise Architecture Methodology (CEAM)** is designed to strengthen Citi's Business Processes, support automation of Citi's control environment, and leading the firm to ensure that disruptions are minimized making Citi simpler, stronger, and more resilient. Simplification is achieved through the linkages to Processes, overseen by Process Owners and adoption by Programs such as End User Computer (EUC), Data, and Manager Control Assessment (MCA).
**Key Responsibilities:**
+ Oversee the annual technology investment process for Services, partnering with both Business and Technology stakeholders to champion a capability-oriented, economy of execution and minimal duplication approach while leading the business through a timely and comprehensive planning and execution cycle
+ Track ROI through structured governance forums, regular reviews with businesses, and effective metrics, collaborating with stakeholders to monitor spend, identify opportunities and propose actions, and deliver expected outcomes on budget
+ Analyze current technology landscape and identify gaps and opportunities for investment, working toward a shared services methodology across all lines of business
+ Ensure that business stakeholders develop business cases for technology investments, outlining the expected benefits and costs in line with Services priorities
+ Prioritize investments based on business value, risk reduction, and strategic alignment, ensuring focus on reducing risk and improving productivity, and ensure effective prioritization across competing priorities
+ Lead CEAM deployment across Services, including documentation, analysis, and optimization of current and future state business processes. This includes leading the team through process discovery and mapping exercises to document "as-is" processes and designing optimized "to-be" processes, and maintaining a centralized repository of process documentation
+ Develop and implement process improvement initiatives, driving efficiency gains and cost savings, overseeing the implementation and tracking the impact on business outcomes.
+ Promote the adoption of Agile methodologies across the organization, driving an end-to-end value-oriented approach and adapting agile principles to process improvement.
+ Ensure alignment on technology budget allocation, prioritizing process automation and simplification opportunities in partnership with Technology and Business teams, ensuring solutions are scoped to support future state objectives.
**Skills and Experience**
+ 15+ years experience in Financial Services with 5+ years in Technology Strategy, leading transformations and developing/executing technology plans and roadmaps for complex global businesses. Experience with business process mapping solutions a plus
+ Understanding and experience with Lean Agile frameworks and complex Agile projects (Lean/Product Owner certifications preferred).
+ Deep understanding of Services products, business management, architecture, network, and regulatory responsibilities.
+ Strong understanding of operations, execution points, and taxonomy design.
+ Proven leadership, communication, and collaboration skills, with the ability to influence across all levels.
+ Ability to manage through influence, build rapport with senior stakeholders, and drive execution in a matrixed environment.
+ Risk-based thinking and analytical mindset.
+ Experience working in a global, matrixed environment, and building and leading high-performing teams.
+ Proficient in Microsoft Office Suite, experience with Lean/Six Sigma experience a plus.
+ Extensive experience in strategic thinking and problem solving skills
+ Undergraduate degree in STEM or business discipline, with substantial technology experience required; Master's degree preferred.
**Development Value**
+ Gain a broad view of a complex global business.
+ Develop leadership skills in a challenging environment.
+ Engage with all aspects of the business, both within Services and across Citi.
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**Job Family Group:**
Business Strategy, Management & Administration
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**Job Family:**
Business Management
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**Time Type:**
Full time
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**Primary Location:**
New York New York United States
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**Primary Location Full Time Salary Range:**
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Jul 02, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. br> Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. br> A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
For the 25th consecutive year, Edward Jones was named a top company for training. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease br> Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit ourbenefits page.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
New Financial Advisors Compensation
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Skilled in long-term relationship building
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. br> People are at the center of our partnership. View ourPurpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. br>#