6 Strategic Planning jobs in Indianapolis

**Description**
Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

We are:
We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making it reality where it matters. Help us show the world what's possible as you partner with clients to unlock hidden value and deliver innovative solutions. Empowered with innovative tools, continuous learning and a global community of diverse talent and perspectives, we drive success in a new business architecture that disrupts conventional practices. Our expertise spans 40+ industries across 120+ countries and impacts millions of lives every day. We turn ideas into reality.
Accenture's Supply Chain and Operations (SC&O) partners with the world's most powerful platforms to push the boundaries of what technology can enable, empowering new ways of working and transformation at speed. With the largest and most influential tech ecosystem behind us, we play a pivotal role in helping clients accelerate their path to value.
Supply Chain and Operations houses individuals who help clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and fulfillment functions within an organization, as well as connect suppliers and customers across the extended supply chain.
You are:
A Supply Chain o9 Consultant that will help contribute, develop and grow our SC&O Planning business for the o9 Solutions platform.
The Work:
At Accenture, Supply Chain and Operations Connected Solutions professionals develop and implement integrated supply and demand planning solutions that improve cost efficiency, increase business effectiveness, and create synergies and collaboration within an organization, as well as connect suppliers and customers across the extended supply chain. Supply Chain Planning leaders shape integrated planning and execution solutions that drive business growth while increasing supply chain resiliency.
A professional at this position level within Accenture has the following responsibilities:
+ Help drive functional and technical design workshops on Integrated Business Planning
+ Develop custom design specifications for Gaps on Configurations
+ Create functional design and solution design for Integrated Business Planning
+ Define data mapping needs for demand planning in o9 ref models
+ Develop POV on solution options to drive key design decisions
+ Develop testing strategy and test scenarios
+ Quality check on solution and test results
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Here's What You Need:
+ Minimum of 3 years of experience in Supply Chain Integrated Business Planning
+ Minimum of 3 years of experience in o9 Solutions or implementing related supply chain integrated business planning solutions, including experience with configurations and ability to perform fit/gap analysis on user stories
+ Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent (minimum 6-year work experience)
Bonus Points If:
+ You have evidence of leading o9 solutions or Kinaxis as a product owner, technical client service lead or lead solution consultant
+ You have advance knowledge/Expertise for o9 Solution or Kinaxis: such as Supply Planning, Forecasting and Demand Planning, Supply Planning, Capacity Planning, Attribute Based Planning, Sales & Operations Planning and S&OE / Control Tower
+ You have senior Level Expertise in functional integration (ongoing closed loop) to major ERP
+ You have advanced Understanding of o9 Solutions or Kinaxis Data Models
+ You have proven ability to build, manage and foster a team-oriented environment
+ You have proven ability to work creatively and analytically in a problem-solving environment
+ You have excellent communication (written and oral) and interpersonal skills
+ You have excellent leadership and management skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $96,000
Colorado 63,800 to 169,300
District of Columbia 68,000 to 180,300
Illinois 59,100 to 169,300
Minnesota 63,800 to 169,300
Maryland 59,100 to 156,800
New York/New Jersey 59,100 to 196,000
Washington 68,000 to 180,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

We are:
We are a global collective of innovators applying the New every day to improve the way the world works and lives. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making it reality where it matters. Help us show the world what's possible as you partner with clients to unlock hidden value and deliver innovative solutions. Empowered with innovative tools, continuous learning and a global community of diverse talent and perspectives, we drive success in a new business architecture that disrupts conventional practices. Our expertise spans 40+ industries across 120+ countries and impacts millions of lives every day. We turn ideas into reality.
Accenture's Supply Chain and Operations (SC&O) partners with the world's most powerful platforms to push the boundaries of what technology can enable, empowering new ways of working and transformation at speed. With the largest and most influential tech ecosystem behind us, we play a pivotal role in helping clients accelerate their path to value.
Supply Chain and Operations houses individuals who help clients develop strategies and operating models that integrate planning, procurement, product design, manufacturing, and fulfillment functions within an organization, as well as connect suppliers and customers across the extended supply chain.
You are:
An o9 IBP Consultant (Senior Manager) that will help contribute, develop and grow our SC&O Planning business for the o9 Solutions platform.
The Work:
At Accenture, Supply Chain and Operations Connected Solutions professionals develop and implement integrated supply and demand planning solutions that improve cost efficiency, increase business effectiveness, and create synergies and collaboration within an organization, as well as connect suppliers and customers across the extended supply chain. Supply Chain Planning leaders shape integrated planning and execution solutions that drive business growth while increasing supply chain resiliency.
A professional at this position level within Accenture has the following responsibilities:
+ Help drive functional and technical design workshops on Demand Planning
+ Hands on o9 integrated business planning configuration and perform fit/gap analysis on user stories
+ Develop custom design specifications for Gaps on Configurations
+ Create functional design and solution design for Demand Planning
+ Define data mapping needs for demand planning in o9 ref models
+ Develop POV on solution options to drive key design decisions
+ Develop testing strategy and test scenarios
+ Quality check on solution and test results
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.
Here's What You Need:
+ Minimum of 12 years of experience in Supply Chain Planning
+ Minimum of 4 years of experience in o9 Solutions or implementing related supply chain planning business solutions
+ Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent (minimum 6 years work experience)
Bonus Points If:
+ Strong understanding of o9 integration and platform architecture
+ Advance knowledge/Expertise for o9 Solution: such as Supply Planning, Forecasting and Demand Planning, Supply Planning, Capacity Planning, Attribute Based Planning, Sales & Operations Planning and S&OE / Control Tower and ability to provide strategic recommendations based on client planning requirements.
+ Comprehensive understanding of OBO solver functionality and the business implications and benefits of this approach
+ Expert knowledge of o9 solver capabilities, limitations, and opportunities for addressing specific client business challenges
+ Proficiency with supply chain transactional data and o9 data ingestion and utilization requirements
+ Ability to effectively communicate planning concepts, their implementation within the o9 platform, and share best practices from previous client engagements
+ Strong grasp of data granularity concepts and modeling approaches within o9
+ Working knowledge of dimensions, attributes, measures, procedures, and active rules
+ Solid understanding of database structures with the ability to recommend data transformations that meet business requirements
+ Evidence of leading o9 solutions as a product owner, technical client service lead or lead solution consultant
+ Proven ability to build, manage and foster a team-oriented environment
+ Proven ability to work creatively and analytically in a problem-solving environment
+ Excellent communication (written and oral) and interpersonal skills
+ Excellent leadership and management skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $132,500 to $02,400
Colorado 132,500 to 261,300
District of Columbia 141,100 to 278,200
Illinois 122,700 to 261,300
Minnesota 132,500 to 261,300
Maryland 122,700 to 241,900
New York/New Jersey 122,700 to 302,400
Washington 141,100 to 278,200
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

_***Preferred location for this role is at one of our corporate offices in McLean, VA or Dallas, TX, Remote may be considered***_
This is your chance to be part of an in-house Commercial Services team that propels Hilton's sales, revenue management, marketing, call center, and analytics functions! As the Director, Planning & Business Operations you will support the Revenue Management Consolidated Center (RMCC), a team at the core of Hilton's "commercial engine" and critical to Hilton's ability to achieve profitable growth. You will report to the Senior Director, Planning & Business Operations of Americas Commercial Services but partner with the Leader of RMCC.
**HOW WE WILL SUPPORT YOU**
Hilton is proud to support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to programs and benefits such as:
+ Go Hilton travel program: 110 nights of discounted travel with room rates as low as $40/night
+ Hilton Shares: Our employee stock purchase program (ESPP) - you can purchase Hilton shares at a 15 percent discount
+ Paid parental leave for eligible Team Members, including partners and adoptive parents
+ Mental health resources including free counseling through our Employee Assistance Program
+ Paid Time Off (PTO)
+ Learn more about the rest of our benefits
At Hilton, we believe every Team Member is a leader. We are committed to offering leadership development opportunities and programs through every step of a Team Member's career journey and at every level, both in our hotels and across corporate.
**Available benefits may vary depending upon terms and conditions of employment and are subject to the terms and conditions of the plans.
**HOW YOU WILL MAKE AN IMPACT**
Your role is important and below are some of the fundamental job duties that make your work unique.
**What your day-to-day will be like:**
+ Facilitate business rhythms to ensure leadership is aligned on important priorities, decisions, and milestones
+ Manage the annual objective-setting process for a 450 member organization, ensuring alignment and execution of strategic goals
+ Develop and implement engagement strategies that promote team connectivity, culture, and communication
+ Improve operational efficiency by implementing scalable tech solutions (e.g., Airtable, Salesforce) to streamline workflows and improve collaboration.
+ Lead a high-performing team of 5 professionals, balancing priorities and team capacity
**How you will collaborate with others:**
+ Build relationships across the Hilton organization to promote collaboration and influence outcomes
+ Coach, mentor, and advocate for your team, fostering a culture of trust and growth
**What** **deliverables you will take ownership of:**
+ Champion team member engagement and culture-building efforts across the broader organization
+ Translate big picture goals into actionable plans
+ Lead the storytelling and communication strategy across internal and external audiences
**WHY YOU'LL BE A GREAT FIT**
**You have these minimum qualifications:**
+ Ten (10) years forward-thinking experience in a business strategy, planning or consulting role
+ Three (3) years of experience leading and inspiring teams and fostering a culture of growth and accountability
+ Three (3) years of experience developing and executing strategic business plans aligned with organizational goals
+ Demonstrated experience building cross-functional relationships across departments and levels
+ Experience developing and delivering data-driven content tailored to a diverse stakeholder audience
+ Travel up to 20%
**It would be useful if you have:**
+ BA/BS Bachelor's Degree or MBA
+ Previous top-tier strategy or Managing Consulting experience
+ Hospitality industry experience
+ Experience with Salesforce and/or Airtable
**WHAT IT IS LIKE WORKING FOR HILTON**
Hilton, the #1 World's Best Workplace, is a leading global hospitality company with a diverse portfolio of world-class brands . Dedicated to filling the earth with the light and warmth of hospitality, we have welcomed more than 3 billion guests in our more-than 100-year history. Hilton is proud to have an award-winning workplace culture and we are consistently named among one of the World's Best Workplaces. Check out the Hilton Careers blog and Instagram to learn more about what it's like to be on Team Hilton!
It is the policy of Hilton to employ qualified persons without regard to color, race, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medication conditions), gender identity or gender expression, sexual orientation, marital status, military service, status as a protected veteran, disability, protected medical condition as defined by applicable law, genetic information, or any other protected group status as defined by and subject to applicable federal, state and local laws.
We provide reasonable accommodations to qualified persons with disabilities to perform the essential functions of the position and provide other benefits and privileges of employment in accordance with applicable law. Please contact us if you require an accommodation during the application process.
Hilton offers its eligible team members a comprehensive benefits package including medical and prescription drug coverage, dental coverage, vision coverage, life insurance, short-and long-term disability insurance, access to our employee stock purchase plan (ESPP) where you can purchase Hilton shares at a 15 percent discount, a 401(k) savings plan, 20 days of paid time off accruing over your first year of employment and increasing up to 25 days after completing one year of full employment, up to 12 weeks of paid leave for birth parents and 4 weeks for non-birth parents, 10 paid holidays and 2 floating holidays throughout the year, up to 5 bereavement days, flexible spending accounts, a health savings account, an employee assistance program, access to a care coordination program ("Wellthy"), ?a legal services program, an educational assistance program, adoption assistance, a backup childcare program, pre-tax commuter benefit and our travel discount. The annual salary range for this role is $10,000- 160,000 and is determined based on applicable and specialized experience and location. Subject to plan terms and conditions, you will be eligible to participate in the Hilton Annual Incentive (Bonus) Plan, and the Company'slong-term incentive plan, consistent with other team members at the same level and/or position within the Company.#LI-REMOTE
**Job:** _Sales and Marketing_
**Title:** _Director, Planning & Business Operations_
**Location:** _null_
**Requisition ID:** _COR0158R_
**EOE/AA/Disabled/Veterans**

The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces.
Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.
**You will**
Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by:
+ Preparing business valuations and model income and estate tax reductions strategies
+ Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns
+ Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses
+ Working closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space.
Additional Responsibilities Include:
+ Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
+ Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform.
+ Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them.
+ Demonstrate superior presentations skills in all areas of advanced planning.
+ Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. Proven ability to explain advanced sales concepts, incorporating financial analysis where appropriate.
+ Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
+ Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
+ Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
**You have**
+ Juris Doctor (JD) law degree required
+ CPA preferred
+ CFP/CLU/ChFC preferred
+ Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
+ Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
+ Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
+ Superior verbal, written and presentations skills
+ Superior analytical and research skills
+ The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
Leadership Qualities:
+ Analytical and Critical Thinking
+ Ability to positively influence
+ Adapt to change
+ Collaborate Well with Others
+ Customer Focus
+ Demonstrate Initiative and Proactivity
+ Accountable for Results
+ Information Seeking
+ Respect for Diversity
+ Self-Assurance
**Salary Range:**
$96,960.00 - $159,300.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .