10 Strategic Planning jobs in Marlton
Sr Mgr Strategic Planning & Support
Posted 2 days ago
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Job Description
Mount Laurel, New Jersey, United States of America
**Hours:**
40
**Pay Details:**
$141,960 - $230,880 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Product Management
**Job Description:**
The Senior Manager, Strategic Planning and Support provides day-to-day leadership to the AMCB Management Committee member on key initiatives, liaises with internal and external stakeholders (as applicable), conducts research and prepares briefings, coordinates communications activities, manages and tracks progress against key objectives, and maintains a current understanding of TDBG and TD Bank NA strategies and direction. Acts as the representative of the AMCB Management Committee member and is an effective communicator who possesses the highest level of integrity, and is discreet at managing matters that are both confidential and sensitive.
**Depth & Scope:**
+ Provides the AMCB Management Committee member with an overview of key management information, discussions and / or business issues in advance of business meetings and events
+ Co-ordinates follow-up on outstanding issues as required
+ Provides expertise and supports the planning and the decision support process for a broad and diverse portfolio of business activities, coordinating with a variety of internal stakeholders on behalf of the AMCB Management Committee member
+ Organizes and participates in various Management committees and/or similar forums providing necessary research, analysis and recommendations for planning and decision support purposes on behalf of the AMCB Management Committee member
+ Identifies issues requiring research or analysis, determines solutions directly or in consultation with relevant functional / business leaders, other internal / external groups as necessary, and provides meaningful information in response to issues / questions raised
+ Develops and maintains strong working relationships with the key stakeholders and other business lines and corporate functions such as Finance, CAPA, and Human Resources
+ Acts as the Business Project Owner in leading cross enterprise initiatives under the executive sponsorship of the AMCB Management Committee member
+ Organizes and participates in leadership team meetings, planning initiatives, and broader sessions on behalf of the AMCB Management Committee member
+ Provides support to any working groups tasked with deliverables from these activities
+ Undertakes and completes a variety of projects and initiatives - often of a highly sensitive nature, and usually with minimal guidance or direction, ensuring discretion and ability to see items through to resolution/completion
+ May provide people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
**Education & Experience:**
+ Bachelor's degree required
+ Graduate Degree or progressive work experience in addition to experience below preferred
+ 7+ years leading process design and improvement initiatives including application of structured problem solving methods & tools
+ Ability to apply consultative relationship management and influencing skills across all levels with organizational prowess
+ Ability to work effectively with a broad range of stakeholders and, in particular, with the Retail Distribution and Product Management leadership team, other business and function heads and external groups
+ Ability to prioritize tasks and determine whats important and where value can be best added
+ Organizational awareness and resourcefulness - understanding of whom to engage in order to identify solutions and resolve issues. Good understanding and judgment on issues to resolve independently or to escalate
+ Ability to deal with significant ambiguity and constantly changing priorities in a fast-paced environment
+ Strong business acumen and analytical skill set ability to absorb information on a variety of complex issues (financial and non-financial) and summarize key issues or concerns
+ High degree of personal integrity in order to recognize and manage access to sensitive information about the Bank, our strategy, results, people and issues being addressed
+ Excellent judgment, relationship management skills, impact and influence capability, with a demonstrated ability to work effectively with leaders at all levels
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Lead Director, Strategic Planning & Execution

Posted 11 days ago
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Job Description
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
The Lead Director, Strategic Planning & Execution facilitates the development of regional and business unit strategic plans within the PBM Health Plan group. This individual will install best of class policies, procedures, and plans for the segment including owning and project managing designated initiatives that are key to the business segment. The Lead Director, Strategic Planning & Execution will act independently to address issues, guide direction, and provide analysis for planning initiatives.
**What you will do:**
+ Works to achieve operational, functional, and business targets with measurable impact on progress against goals for the segment and strategic initiatives.
+ Contributes to the development of complex strategies that encompass the organization's goals and position by utilizing project management tools, data analyses, and stakeholder feedback.
+ Drives research associated with business issues and plan formation.
+ Applies advanced knowledge of strategic methods to support business direction and advance strategic initiatives.
+ Formulates communication presentations and materials for strategic initiatives.
+ Audits processes and procedures for consistency, efficiency, and cost effectiveness.
+ Guides junior colleagues through consultation and mentoring in techniques and processes and provides functional (matrix) supervision.
**Minimum Requirements:**
+ 10+ years of related work experience
+ Formal Project Management experience
+ Adept at program/initiative ownership
+ Adept at execution and delivery (planning, delivering, and supporting) skills
+ Adept at business intelligence
+ Adept at collaboration and teamwork
+ Mastery of problem solving and decision making skills
+ Mastery of growth mindset (agility and developing yourself and others) skills
**Preferred Requirements:**
+ Healthcare industry experience with a strategy focus in pharmacy benefit management
+ MBA or master's degree
**Education:**
Bachelor's degree
**Travel:**
Must be comfortable with 10-20% of travel
**Pay Range**
The typical pay range for this role is:
$100,000.00 - $231,540.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 07/25/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Fixed Operations Strategic Planning Manager
Posted today
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Job Description
Love. It's what makes Subaru, Subaru®. As a leading auto brand in the US, we strive to be More Than a Car Company®. Subaru believes in being a positive force in the communities in which we live and work, not just with donations but with actions that set an example for others to follow. That's what we call our Subaru Love Promise®.
Subaru is a globally renowned automobile manufacturer known for its commitment to innovation, safety, and sustainability. With a rich history dating back to 1953, Subaru has consistently pushed the boundaries of automotive engineering to deliver vehicles that offer not only exceptional performance but also a unique blend of utility and adventure.
Subaru's company culture is built on collaboration, diversity, and a shared passion for our product. We foster an inclusive environment that encourages employees to bring their unique perspectives and talents to the table. Our team members are driven by a common goal: to create exceptional vehicles that inspire and delight our customers.
SUMMARY
Contributes to the strategic vision and implementation of advanced financial and operational data analytics as it relates to Subaru's Fixed Operations business. Reviews, monitors, analyzes, and reports on all aspects of parts and accessories sales and gross profit. Drives revenue growth and operational efficiency by supporting strategic planning and decision-making for Subaru's Fixed Operations business. Leads initiatives to enhance business transparency, foster collaboration, and identify new opportunities. Oversees the development and improvement of reporting tools and systems to align with company goals, with a focus on sustainability, innovation, and transitioning to electric vehicles (EVs). Coordinates smooth communication between Subaru of America (SOA) Fixed Operations departments. Manages team development to build expertise and support strategic alignment with department objectives.
PRIMARY RESPONSIBILITIES
- Develops annual and future revenue forecasts for parts and accessories through data-driven strategies, which are presented to Subaru Corporation (SBR) for approval, as well as annual projections and re-projections for revenue goals and retailer revenue target sales objectives.
- Prepares and conducts quarterly financial and operational reviews with all Fixed Operations departments and prepares reporting packages for presentations to President and Chief Financial Officer (CFO) as well as other Subaru of America (SOA) and SBR executives.
- Serves as a liaison across the Fixed Operations departments and throughout the rest of SOA, ensuring alignment on cross-functional initiatives such as incentive programs and SOA Field meetings, facilitating collaboration on projects that span multiple teams and helping to align to broader department perspective.
- Identifies business opportunities, documents return on investment (ROI), and aligns Field efforts with business priorities through overseeing reward programs including District Parts/Service Manager (DPSM) Bonus, Field Summit, and parts and accessories bonus programs to drive retailer sales performance.
- Leads special projects including sustainability initiatives, new program launches, and aftersales transitions to electric vehicles (EVs).
- Directs and develops Fixed Operations strategic reporting tools and systems, ensuring alignment with department needs.
- Serves as liaison between Fixed Operations and the Accounting department, working closely with the Parts Accounting Manager and all Fixed Operations departments on budgeting and planning.
- Manages and develops the Strategic Planning team, encouraging continuous learning and fostering a cohesive, high-performing team.
ADDITIONAL RESPONSIBILITIES
- Assists in creating project plans, formalizing communication channels, and ensuring outcomes on ad hoc projects as required.
- Prepares presentations and supports strategic communication needs for the Vice President - Fixed Operations.
- Completes other ancillary duties and responsibilities as requested.
REQUIRED SKILLS & PERSONAL QUALIFICATIONS
- Bachelor's Degree required
- 8-10 years required
- Strong strategic planning skills with the ability to prioritize and manage multiple initiatives.
- Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Access) and data visualization tools (e.g., Qlik, Tableau).
- Working knowledge of Oracle accounting and parts systems, including financial, sales, and inventory modules.
- Ability to analyze complex data and provide actionable insights to stakeholders.
- Exceptional verbal and written communication skills with the capability to engage at all organizational levels.
- Familiarity with retailer fixed operations and evolving automotive industry trends, including electric vehicles (EVs).
- Proven ability to lead and mentor team members, fostering professional growth and development.
WORK ENVIORNMENT
- Hybrid Role: Remote work 2 days per week (After 90 Days Onboarding)
- Travel: 25% (Domestic)
COMPENSATION: The recruiting base salary range for this full-time position is $114800 - $55000 / year. Within the range, individual pay is determined by factors, including job-related skills, experience, and relevant education or training. Additionally, this role is bonus-eligible , with a target bonus percentage that provides an opportunity to earn even more based on your performance. (Internal Job Grade: M2)
WHY JOIN US? In addition to competitive salary, Subaru offers an amazing benefits package that includes:
Total Rewards & Benefits:
- Medical, Dental, Vision Plans
- Pension, Profit Sharing, and 401K Match Offerings
- 15 Vacation days, 5 Floating Holidays, 5 Sick days, and 9 Company Holidays
- Tuition Reimbursement Program: 15,000 yearly benefit
- Vehicle Discount Programs
Learning & Development:
- Professional growth and development opportunities
- Direct partnership with senior leadership
- Formal Mentorship Program
- LinkedIn Learning License
Visit our Careers landing page for additional information about our compensation and benefit programs.
Director - Strategic Financing Services - Applications and Strategic Planning

Posted 11 days ago
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Job 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.
Director Strategic Partnerships and Planning - US Based Remote

Posted 11 days ago
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This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and building out Anywhere's new business line under a new brand, Upward Title & Closing. This business line will consist of joint ventures between Anywhere Integrated Services' wholly owned title and closing companies and participating Anywhere Brands real estate affiliates.
This role will be responsible for supporting Upward's go to market roadmap; and leading the collaboration with partners and leadership to build a high-impact business plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies.
Successful individuals in this role can plan on earning a competitive base salary and variable compensation.
**Key Responsibilities:**
- Partner Management - Support ownerships of broker-owner relationships, input, and questions from Anywhere franchisees during the 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success.
- Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including: identifying viable geographies for additional affiliate outreach, working with finance to build pro-formas, and collaborating with internal stakeholders and external partners on office footprint, staffing, and implementation decisions
- Leadership & Communications - Serve a key communicator and program owner during the 3-5 month implementation phase. Set a precedent for thoughtful listening and iteration. Ensure launch progress and key decisions are clearly and enthusiastically communicated to internal stakeholders, including leaders in operations, legal, finance, marketing, and Anywhere brand partners.
- Thoughtful Implementation - Collaborate with internal teams to own and iterate on the workplan and ensure all launch processes are efficient and impact-oriented. Think outside the box on how things should (or could) be done.
**Minimum Requirements:**
- 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required.
- Experience in working closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus.
- High degree of confidence working with financial models and partnering with finance stakeholders
- Expert in program management and ownership, including data-driven iteration on the value proposition, processes, and communications of a complex program/offering.
- Proven experience in leadership level communications and presentations; experience in managing external partners a plus.
- Stellar communication and presentation skills
- Superb time management skills and a strong sense of ownership for outcomes
- Ability to work independently, including analyzing and proposing changes in strategy, tools, and structure
- Diverse candidates, thinking, and backgrounds encouraged!
**Anywhere is proud to offer a comprehensive benefits package to our employees including:**
+ Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
+ 401(k) savings plan with company match
+ Paid Time Off to Include Holidays, Vacation Time, and Sick Time
+ Paid Family & Paternity Leave
+ Life Insurance
+ Business Travel Accident Insurance
+ All employees receive access to LinkedIn Learning
+ Tuition reimbursement for approved programs
+ Employee Referral Program
+ Adoption Assistance Program
+ Employee Assistance Program
+ Health and Wellness Program and Incentives
+ Employee Discounts
+ Employee Resource Groups
Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services?is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services?is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.
Anywhere Integrated Services' Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).
Anywhere Real Estate Inc. ( ? **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate?Better Homes and Gardens® Real Estate ( ,?Century 21® ( ,?Coldwell Banker® ( ,?Coldwell Banker Commercial® ( ,?Corcoran® ( ,?ERA® ( , and?Sotheby's International Realty® ( , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
**At Anywhere, we are empowering everyone's next move - your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report ( .
We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:
+ Great Place to Work
+ Forbes World's Best Employers
+ Newsweek World's Most Trustworthy Companies
+ Ethisphere World's Most Ethical Companies
EEO Statement: EOE including disability/veteran
o9 Integrated Business Planning Consultant

Posted 11 days ago
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Job Description
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.
o9 Integrated Business Planning Consultant (Senior Manager)

Posted 11 days ago
Job Viewed
Job Description
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.
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Director, Planning & Business Operations
Posted 2 days ago
Job Viewed
Job Description
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**
Executive Director, Business Operations & Workforce Planning
Posted 6 days ago
Job Viewed
Job Description
**Job Summary**
Responsible for leading and overseeing all aspects of Business Operations and Workforce Management across multiple functional areas, including financial planning, forecasting, reporting, and operational performance. Provides strategic direction and ensures compliance with internal controls while leveraging benchmarking tools and financial models to drive business insights and recommendations.
Oversees diverse business units such as payment centers, warehouses, payroll, and internal and outsourced contact centers. Develops and implements workforce management strategies, including contact forecasting, FTE modeling, scheduling, adherence tracking, and self-invoicing systems. Guides site strategy and call routing to optimize gross margin and operational efficiency.
Plays a key role in shaping and executing organizational strategy by aligning business objectives with long-term goals. Provides leadership to multiple professional teams, ensuring the availability of resources and training to meet financial and operational targets. Influences and integrates strategy across complex and dynamic business environments.
**Job Description**
**Core Responsibilities:**
**Strategic Leadership & Organizational Management**
+ Implements the strategic goals and objectives of the organization.
+ Provides leadership and direction to Business Operations staff, setting goals, performance criteria, and departmental standards.
+ Builds relationships and collaborates with cross-functional leaders to drive integrated business strategies.
+ Ensures the organization and its services are consistently presented positively to stakeholders.
+ Exercises independent judgment and discretion in matters of significance.
**Financial Oversight & Budgeting**
+ Manages accounting procedures, financial systems, internal controls, and capital projects.
+ Develops, maintains, and revises the company budget; recommends annual budgets for Board approval.
+ Prudently manages resources within budget guidelines and in compliance with laws and regulations.
+ Provides financial modeling and analysis to support budgeting, forecasting, and profitability improvements.
+ Oversees general accounting, financial reporting, A/P, A/R, cash management, and contract compliance.
**Operational Excellence & Process Improvement**
+ Develops and implements business processes to prevent fraud, revenue loss, and poor record-keeping.
+ Evaluates actual performance against expectations and initiates improvements.
+ Measures and analyzes performance metrics to enhance profitability and operational efficiency.
**Workforce & Contact Center Management**
+ Leads workforce management for internal and outsourced contact centers, including forecasting, scheduling, and adherence.
+ Develops and implements contact forecast and FTE models; manages agent scheduling and line adherence processes.
+ Coordinates site strategy and call routing to optimize gross margin.
+ Communicates regularly with divisions on forecasts, staffing, performance metrics, and system issues.
**Employees at all levels are expected to:**
+ Understand our Operating Principles; make them the guidelines for how you do your job.
+ Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
+ Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
+ Win as a team - make big things happen by working together and being open to new ideas.
+ Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
+ Drive results and growth.
+ Respect and promote inclusion & diversity.
+ Do what's right for each other, our customers, investors and our communities.
**Disclaimer:**
+ This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.
Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.
**Skills:**
Forecasting; Operational Efficiency; Operational Excellence; Workforce Management (WFM); Budgeting; Profitability
Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary ( on our careers site for more details.
**Education**
Bachelor's Degree
While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.
**Relevant Work Experience**
10 Years **Job Family Group:** Finance & Accounting
Business Resource Center, Advanced Planning Consultant

Posted 11 days ago
Job Viewed
Job Description
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 .