Planner Jobs in Bedford, TX

A leading manufacturer is looking for a Buyer/Planner that will be responsible purchasing both direct materials. This role will focus on developing and evaluating supplier relationships, trends in the industry, and stance with key competitors. This person will maintain purchase orders for direct raw materials. You will have the opportunity learn and grow your career with an industry leading thriving organization! The Buyer/Planner will be responsible for: Develops, evaluates and manages supplier relationships Place purchase orders with suppliers for the procurement of production material Manage and resolve issues regarding PO to invoice discrepancies, returns and quality problems with suppliers Coordinate material flows throughout product/BOM changes, obsolescence, and the introduction of new suppliers. Provide back-up support for supply chain functions including shipping, receiving, material handling Manage material flows throughout production/BOM changes, obsolescence, and the introduction of new suppliers Manage and resolve issues regarding PO to invoice discrepancies The Buyer/Planner should have the Following Qualifications: Bachelor's Degree in Business, Supply Chain, Logistics 3+ years of purchasing/procurement Experience using Microsoft Dynamics 365 or any ERP systems Comfortable in Microsoft Office Able to influence others & manage conflict

Job Description: We are seeking a highly motivated SCM PSI Manager to join our team. The ideal candidate will manage SCM PSI activities including selling, sellout, inventory, and weeks of sales (WOS). This role ensures planning numbers are aligned with target planning processes monthly and communicates professional emails to account teams, SEA teams, and headquarters, articulating complex updates in a simplified way. The SCM PSI Manager will also communicate face-to-face with account teams, SEA teams, and RPM teams, report on product PSI status, and execute decisions based on two sets of numbers: internal and customer corresponding sets. Key Responsibilities: Manage SCM PSI activities including selling, sellout, inventory, and WOS. Ensure planning numbers are aligned with target planning processes monthly. Communicate professional emails to account teams, SEA teams, and headquarters, simplifying complex updates. Communicate face-to-face with account teams, SEA teams, and RPM teams. Report on product PSI status and execute decisions based on internal and customer corresponding sets of numbers. Maintain strong awareness of sales activities, promotions in the market, promotional performance, and costs. Work closely with the sales team, hold sales counterparts accountable, and engage sales to drive improved sellout performance. Conduct Product Sales Inventory (PSI) meetings to identify sales target status and product requirements. Develop and manage product inventory numbers to maximize selling/revenue while balancing weeks of sales (WOS). Align Product Inventory and Sales Inventory between SEA and Global HQ. Initiate, develop, coordinate, and implement strategic product launch plans while planning for risks and opportunities for the company's operational model. Required Qualifications: Bachelor's degree from an accredited college or university required; Advanced degree preferred. 4+ years of experience in telecommunications, CPG, and/or retail industry supply chain, business, finance, and sales operations management. Advanced Excel skills. Minimum of 5 years of experience in building a function responsible for developing, compiling, and presenting product plans, delivery, and logistics schedules. Strong analytical and Excel skills are a must. High energy and ability to learn quickly. Can work under varying work pressures, flexible. Fluent in reading, writing, and verbal communications in English and Global HQ, and in the translation of documents and information to and from each language. Experience researching and resolving customer product development, launch, delivery, and logistics issues. Experience developing presentations using a variety of Global HQ and English PC applications methods, including word-processing and spreadsheet software. Strong desire to work in a highly collaborative environment, walks around the office, and does not become chained to the desk. Preferred Qualifications: Ability to influence strategies and make decisions using a data-driven approach. Ability to use a structured problem-solving approach in an ambiguous situation. Plan, organize, and prioritize multiple projects in a fast-paced environment. Ability to synthesize complex business information and make professional business presentations. Excellent oral and written communication. Ability to establish and develop data models, scenario-based analysis, and other deep analytical approaches to solve business and sales problems. Ability to work in a team environment, working against individual and shared objectives. Ability to accept tasks and work to resolve problems, when only broad and general guidelines exist.

The Supply Chain Planner will play a crucial role in ensuring optimal inventory levels to meet forecasted consumer demand. This position will be responsible for translating demand forecasts into actionable supply plans, balancing inventory availability, production schedules, and procurement strategies. Job Responsibilities: Track current inventory levels and ensure alignment with demand forecasts. Analyze demand planning reports, inventory data, and market trends to anticipate supply needs. Recommend process improvements to enhance inventory efficiency and reduce waste. Adjust supply plans based on factors such as seasonal trends, promotions, and market shifts. Work closely with operations, production, procurement, and logistics teams to align supply strategies. Maintain a strong understanding of the entire supply chain process to support seamless operations. Use analytical skills and sound judgment to address supply challenges proactively. Utilize integrated software systems for inventory tracking, forecasting, and planning. Manage inventory counts with precision and ensure data accuracy in reporting. Act as a backup to the scheduler when needed. Other duties as assigned by your supervisor Required Skills &Training: Bachelor's degree in Supply Chain Management, Business, or a related field preferred. 2+ years of experience in supply chain planning, scheduling, or logistics. Strong analytical and problem-solving skills. Proficiency in ERP/MRP systems and Microsoft Excel. Excellent communication and organizational skills. Benefits: Medical, Dental, Vision insurance Disability insurance Life insurance Flexible Spending Account & Health Savings Account Paid time off (PTO) Maternity & Paternity leave Employee Assistance Program Tuition reimbursement 401(k) $1-$1 match, up to 6% - vest immediately 401(k) additional profit sharing - up to 3% Employee Stock Ownership Plan (ESOP) Whitmore is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, veteran status, disability, source of income, status as a victim of an intra-family offense, and place of residence or business

Primary Purpose: Coordinate the purchasing activities of the district. Ensure compliance with applicable state and federal laws and regulations governing school district purchases of goods and services. Education/Certification: Bachelor's degree in accounting, Finance, Business or related field Experience: Five (5) years of experience with financial analysis Major Responsibilities and Duties: • Oversee purchase of materials and equipment for the district by competitive bids, competitive sealed proposals, and requests for proposals, government catalog contract purchases, informal quotations, and negotiations following established district criteria and in compliance with state purchasing rules. • Oversee preparation of all bidding documents, including notice and instructions to bidders, specifications, and form of proposal. • Evaluate formal bids and make recommendations for the awarding of contracts to Finance Leadership for school board approval. • Obtain and evaluate comparative prices and quotations. • Make purchasing decisions based on information obtained. • Develop vendor and bidder lists and approve additions. • Approve purchase orders and monitor all purchase requisitions to ensure accuracy of information, calculations, and coding. • Administer contracts and handle adjustments with suppliers, including replacement of material not conforming to specifications, cancellation of orders, and receipt of proper credit. • Maintain a contract calendar Policy, Reports, and Law Implement policies established by federal and state law, State Board of Education rule, and local board policy in area of business operations. Compile, maintain, and file all physical and computerized reports, records, and other documents required. Follow district safety protocols and emergency procedures. Supervisory Responsibilities: None Mental Demands/Physical Demands/Environmental Factors Tools/Equipment Used: Standard office equipment including personal computer and peripherals Posture: Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting Motion: Repetitive hand motions; frequent keyboarding and use of mouse; occasional reaching Lifting: Occasional light lifting and carrying (less than 15 pounds) Environment: Available to work 5 days per week 8 hours daily Mental Demands: Work with frequent interruptions to meet established deadlines; maintain emotional control under stress This document describes the general purpose and responsibilities assigned to this job and is not an exhaustive list of all responsibilities and duties that may be assigned or skills that may be required.

Establish and maintain the Manufacturing Production Schedule and implement sourcing plans and tactics for assigned products. The Production Schedule must be feasible and ensure that adequate capacity and material supply exist to meet customer requirements. Ongoing communication with affected functions and stakeholders is expected to facilitate balance supply with demand, meeting customer requirements and fully utilizing manufacturing resources. Essential Duties and Responsibilities: Create and maintain the manufacturing production plan and create manufacturing orders per plan Optimize production schedules in accordance to customer demand and availability capacity Accountable for downstream replenishment and timely release of manufacturing orders Identify and address short-term supply constraints within the weeks process (long-term constraints within monthly process); analyze daily supply/demand alerts and address or escalate accordingly Interface with QA and warehouse staff regarding rejected/defective materials, making the necessary arrangements with operations or procurement to ensure prompt replacement Participate in Supply Plan development and in establishing planning time fences for aggregate Supply Plans and for detail Master Plans Translate the Production Plan into a schedule for producing or procuring components, materials and services Maintain and provide valid lead time data to sales and marketing organization to guard against over-committing company resources and/or parts and materials Identify and resolve conflicts with supply and demand, and availability of capacity in conjunction with Operations Leadership Schedule and process customer shipments Inventory transactions - back up for the Material Handler Occasional travel is required Qualifications: Demonstrated experience creating and managing feasible and balanced supply plans, in accordance with demand, to support targets consistent with customer requirements for short, medium and long-term capacity planning Ability to develop and maintain strong relationships and collaboration key stakeholders Ability to proactively diagnose and address potential issues in supply shortage or customer service interruption (e.g. resource requirements planning constraints) Possess a customer-first mindset to understand customer needs and exceed customer expectations Possess a strong understanding and awareness of the principles of extended Supply Chain management and fundamentals of Supply Chain design and strategy Data mining reporting skills through MS-Excel; specifically, V-lookup and Pivot tables Ability to drive continuous process improvement and lead small scale projects Experience proactively seeking to leverage existing IS capabilities to improve current and future Supply Chain performance (e.g., systems, reports or metrics) Ability to apply appropriate process improvement tools, technique and Supply Chain metrics to measure, analyze, diagnose and improve future performance Possess a strong attention to detail Have a strong understanding of range of production planning and execution systems Education/Experience: Bachelor's Degree or equivalent experience. Degree in Supply Chain Management, Business, Engineering is preferred 5 years production/planning/schedule work experience in a manufacturing supply chain Strong ERP systems and computer software experience (e.g. SAP, JDE, Excel, etc.) Manufacturing Planning experience with custom configuration, high-mix, low-volume manufacturing Proficiency in MS Office, Word Certificates, Licenses, Registrations: CPSM, CPM, APICS CPIM certification Lean Sigma certification Language Skills: Ability to read and understand English Mathematical Skills: Addition, Subtraction, Multiplication, Division, Descriptive Statistics Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to remain in a stationary position, operate a computer, phone, and other office machinery, position self to move, communicate, and exchange information. The employee must be able to move up to 10 pounds. Specific vision ability required by this job includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: While performing the duties of this job, the employee is regularly exposed to an office environment in a manufacturing plant.S

This is a hybrid, independent contract (1099) role for a Wedding & Events Coordinator located in Dallas, TX and surrounding areas with flexibility for some remote work. The Wedding & Events Coordinator will be responsible for day-to-day event planning/coordination tasks, including communication with clients, vendors, and event staff, and on-site event management. We are looking for planners who have experience with social media platforms and would be eager to work with our influencer partners. Qualifications Event Planning and Management skills Content Creation and Social Media Literacy Excellent written and verbal communication skills Customer service background Ability to work well under pressure and with tight deadlines Organizational and multitasking skills with attention to detail Experience in the wedding and events industry Applying Instructions (MUST READ) Please complete the Typeform questionnaire (by pasting the below link into your web browser) to submit an application to Mostest. Your application will NOT be considered unless completed via the Typeform link. Our team will review your form and be in contact with the next steps. We look forward to hearing more about you! ****************************************************************************

Imaginuity is the Dallas, Texas based performance marketing company that combines human intelligence, data intelligence and artificial intelligence to help marketing perform better across brand experience, media, website development and search engine optimization. When you know better, you do better - that's the spirit of Imaginuity. Learn more at ******************* ABOUT THE POSITION The Media Planner will be the conduit between clients/account management and the media disciplines (paid search, programmatic, paid social, broadcast, OOH, and direct mail). This individual will work with account management and media SMEs (Subject Matter Experts) to strategically execute against clients' media objectives, goals, and expectations with best-in-class planning solutions. The Media Planner will have a close working relationship with all the SMEs to concept, build, and execute a media plan. This individual will be instrumental in advocating for the approval of these plans and will participate in client meetings and presentations that outline media objectives, KPIs (Key Performance Indicators), and budget. This position is the hub of all media and will be expected to work collaboratively across both traditional and digital as a contributor to business development efforts. In addition to creating strategic media plans for clients, this Media Planner will be instrumental in supporting the Group Media Director to identify and merchandise media success stories and case studies for use in client presentations and new business pitches. MEDIA PLANNER INTERNAL ACCOUNT RESPONSIBILITIES Collaborate and build strong relationships with the SMEs With consideration to budget and Client goals, build best-in-class, cross-channel media recommendations that achieve Client objectives and media KPIs Create and maintain media flowcharts and ATBs across all media channels Build and maintain strong Client relationships Responsible for developing client media plans as needed depending on client goals and budget cycles Collaborate and work cross-departmentally to refine processes that strengthen the planning and execution process Reconcile and actualize the previous month's media from planned to actual budgets Responsible for the presentation and communication of the previous months' media reporting/KPI achievement, providing the Client with thoughtful insights on the next steps and updated media recommendations Ensure that we achieve 100% accuracy and deliver on goals Leverage AdScience as a tool to help guide strategic planning input and recommendations Prioritize deliverables and maintain deadlines; effectively communicate any delays in deadlines Acts as an escalation point of contact internally for Client issues and/or internal challenges Consistently look for ways to innovate and leverage new processes to drive efficiency and/or innovation Be curious. Invest in a better understanding of the traditional and digital media landscape and apply those learnings to grow clients' businesses and media performance Begins to apply leadership in the form of a mentor to the Jr. Planner on the team Thrives and excels in a fast-paced environment. Other duties as assigned MEDIA PLANNER EXTERNAL CLIENT-FACING RESPONSIBILITIES Work with the SMEs to execute against all client requests and inquiries, and proactively address any challenges clients have with specific media channels Ability to communicate and articulate the media mix and media approach to clients Proves to be an expert across traditional and digital media Takes an active interest in understanding our clients' industries and brand categories and ensures the media mix aligns with client objectives and organizational goals Monitor industry changes and build that innovation into clients' optimizations Work closely with the Group Media Director and Account teams to regularly showcase these learnings externally to clients. PREFERRED EXPERIENCE AND QUALIFICATIONS 2+ years of experience in media planning, media strategy, or similar role Ability to effectively communicate and collaborate with a team, clients, and agency leadership Excellent analytical and problem-solving skills What We Offer You 90% of employee medical paid by the company (coverage for individuals) 50% of employee dental paid by the company Supplemental Healthcare 401k Employer Match (100% match up to 6% of salary) 6 Weeks of Paid Time Off (PTO) Annual Bonus Plan Paid Parental Leave Hybrid Work Environment Generous Employee Referral Program Casual Dress Code Free Snacks & Beverages Mentoring Opportunities Professional Development Opportunities Imaginuity is committed to complying fully with all applicable laws ensuring equal employment opportunities. Accordingly, it is the policy of Imaginuity to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, sex (including gender, gender identity, transgender status, pregnancy, childbirth, or related medical conditions), religion, creed, national origin, age, actual or perceived disability, sexual orientation, marital status, military or veteran status, ancestry, genetic predisposition, citizenship status, domestic violence victim status, familial status, unemployed status, criminal history, protected activity (e.g., opposition to prohibited discrimination or making a complaint of discrimination or harassment or retaliation), or any other characteristic protected under applicable federal, state, or local law. This policy governs all aspects of employment, including, without limitation, recruitment, job assignment, promotions, transfers, compensation, access to benefits, training, discipline, and terminations. No person is authorized to act in a manner contrary to this commitment to equal employment opportunity.

As business owners, Financial Representatives at Northwestern Mutual- Fort Worth help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits · Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) · Additional income structure to support training and early development · Renewal income earned for continued client support and policy management · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more · NM-Funded Retirement Package and Pension Plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Fortune 500 company (2023) · Forbes' Best Employers for Diversity (2018-2021) · Top 10 US Independent Broker-Dealers 2 · #1 Amongst Life Insurers Most Admired Companies 3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

Back to results Fleet Planner Branches & Operations Full-time Arlington, Virginia, United States Apply now Apply now Ready to optimize fleet planning like never before? At SIXT, we're searching for a Fleet Planner to drive our day-to-day operations! You'll ensure our fleet runs efficiently and safely while playing a key role in optimizing our services. Enjoy endless growth opportunities and a starting pay rate of at least $XX per hour. YOUR ROLE AT SIXT * You are responsible for the day-to-day planning and operations of the fleet, ensuring efficiency and safety at all times * You will monitor and track shift activities, including vehicle movements, cleaning schedules, and future vehicle needs, to maintain optimal fleet performance * You will plan and dispatch vehicles based on hourly, daily, and weekly demand forecasts, ensuring our fleet is ready to meet customer requirements * You will coordinate vehicle transfers between branches, facilitating seamless operations and maintaining service levels * You will communicate effectively with both internal teams and external partners, ensuring smooth execution of all car rental transactions while managing the branch's inventory effectively YOUR SKILLS MATTER * Education & Experience You have a high school diploma or GED and at least 1 year experience performing administrative tasks in an office environment automotive dealership, vehicle registration, or car rental industry experience preferred * Computer Skills You possess basic computer navigation skills and are familiar with Microsoft Office applications * Organizational Skills You are highly organized, capable of managing fleet inventory, repair schedules, work orders, and documentation, ensuring efficient and smooth fleet operations across all tasks * Licenses & Authorization You are at least 18 years old, hold a valid driver's license with a clean driving record, and are authorized to work in the United States without requiring sponsorship * Work Hours & Travel You can work 40 hours per week, including day or evening shifts, and are open to travel (5-10%), some of which may be by airplane * Uniform & Language You are willing to wear a company uniform and speaking other languages is a plus WHAT WE OFFER * Comprehensive Benefits Package Enjoy healthcare coverage (medical, dental, vision), life insurance, critical illness, hospital indemnity, and pet insurance, along with a 401k plan to secure your future * Paid Time Off & Holidays Benefit from PTO, sick leave, and receive time and a half for working on public holidays * Bonus Plan Take advantage of a bonus plan based on performance * Employee Assistance Program Access support whenever needed through our Employee Assistance Program * Exclusive Employee Rentals Benefit from employee-only rental rates, with family rental options and exclusive discounts for employees * Uniform & Perks Receive a uniform with weekly dry cleaning, always ensuring a professional appearance About us: We are a leading global mobility service provider with sales of €3.07 billion and around 9,000 employees worldwide. Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (car sharing), SIXT ride (cab, driver and chauffeur services), SIXT+ (car subscription) and gives our customers access to our fleet of 222,000 vehicles, the services of 1,500 cooperation partners and around 1.5 million drivers worldwide. Together with our franchise partners, we are present in more than 110 countries at 2,098 rental stations. At SIXT, a first-class customer experience and outstanding customer service are our top priorities. We focus on true entrepreneurship and long-term stability and align our corporate strategy with foresight. Want to take off with us and revolutionize the world of mobility? Apply now! Postet on 17.04.2025 * LinkedIn * Instagram * Whatsapp * Copy link Share this job offer

If you think your skills, experience and aspirations make you a good match for this position, we encourage you to apply. ABOUT THE ROLE This position will have a technical focus, performing as a subject matter expert and planner on a 2.0+ million square foot healthcare facility at Mayo Clinic's campus in Rochester, MN, under the direct supervision of a Licensed Architect and project leadership. HERE'S WHAT YOU'LL DO Actively seek to further the state of the art within our industry and develop innovative solutions and responses as the needs of researchers evolve. Effectively collaborate with a project team to provide technical expertise in the programming and planning for projects. Participate in user group meetings to collect and refine program needs and assess space utilization. Communicate planning concepts to project teams and owners, verbally and through graphic and written reports and work effectively with architectural designers to optimize plans that further owners' goals and objectives. Translate planning concepts into comprehensible terms for clients, designers and project team members. Contribute to the development, modification and/or review of planning concepts and solutions. Assist in development of architectural drawings and specifications to translate planning concepts into project documentation for construction. Assist in developing project scope, plan, and services during the contract process. Incorporate Integrated Sustainable Design solutions into projects. Maintain excellent relationships with existing and potential clients. May provide guidance and advice to other designers and project leaders. Other duties as assigned. HERE'S WHAT YOU'LL NEED Bachelor's degree in Architecture, Interior Design, Engineering or a related degree required. Minimum 6 years of related experience, with at least 2 years of previous experience performing as a subject matter expert on Health projects. Current licensure or registration in the United States preferred. LEED accreditation preferred. Knowledge of building codes and requirements. Must possess working knowledge and experience, while still acquiring higher level knowledge. Must be analytical. Must be an independent thinker. Must have the ability to be client facing with strong verbal and written communication skills. Strong technical knowledge, coordination skills and the ability to build a rapport with the project team and client is essential. Familiarity with Revit, Microsoft Office and Bluebeam required. Professional business attire is required for client meetings. Examples of professional business attire include suits, ties, collared dress shirts, dresses, and skirts. Travel required. For a general overview of our benefits, please visit our careers page at ********************************************** ABOUT OUR FIRM CannonDesign is a design practice where strategy, experience, architecture, engineering, and social impact converge. We don't just dream up solutions - we create and bring them to life in ways to solve some of the biggest challenges facing our clients and the society. At the heart of everything we do is Living-Centered Design, a bold commitment to using our talents to not just improve the world but to truly reshape it for the better. It's more than a philosophy - it's who we are, and it drives us to make a meaningful, lasting difference every day. ABOUT WORKING HERE We are relentless in our pursuit of client adoration (not simply satisfaction). Consistent delivery of the best service is what we are about. We are committed to ensuring our practice is equitable for all employees, representative of the communities around us - and focused on the future of design. We advocate for equity, diversity, and inclusion efforts through the leadership of our DEI Council, Employee Resource Groups and other community advocacy initiatives. We're about communication and transparency here. If you want to talk to someone about an idea you have, or a challenge that needs addressing, we're ready for you. Please note that candidates can only apply to our positions on our company Careers site. It's not uncommon for scammers to create positions that look legitimate on other sites; never enter your information or apply for CannonDesign positions on any platform. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume and portfolio when applying. As a condition of employment, all employees are expected to complete mandatory training, including compliance training, within required timeframes and adhere to our internal policies and our Code of Conduct. CannonDesign is an Equal Opportunity Employer. CannonDesign is committed to maintaining a work environment that is free from any and all forms of unlawful discrimination and harassment. It is therefore the firm's policy to prohibit discrimination and harassment against any applicant, CannonDesign employee, vendor, contractor, or client on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. It is also CannonDesign's policy to prohibit any and all forms of retaliation against any individual who has complained of harassing or discriminatory conduct, or participated in a firm or agency investigation into such complaints.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Planner plays a key role on our Customer Focus Team (CFT) at the Business Unit (BU) level. This role has the principal responsibility for managing inventory levels, adherence to demand management processes, alignment, and material alignment to support forecasted revenue and manufacturing plans. The Planner works with the BU Supply Chain Director, BU Planning Manager, or both, in achieving Planning-related deliverables, as per best practice, to align alignment to Creation Performance Objectives. Working closely with the CFT and Buyers, they are accountable for material availability and cost to effectively meet both the customer's needs and our internal supply chain metrics. Success in the role includes a positive, proactive approach to daily work along with strong communication and organizational skills DUTIES/ RESPONSIBILITIES include, but not limited to based on BU Best Practice: Perform Bill of Material (BOM) reviews as part of the Quote of Award (QoA) and Engineering Change Order (ECO) processes Responsible for all Demand Management related additions, and changes, to the ERP Evaluation, analysis, and customer communication regarding PPV/CPV approval Requisition Release review and actions, as required, to support material purchases Clear to Build Analysis and reporting of Material Availability by project, including identification of last part in house Identify priorities for Buyer actions relating to execution of material plan and material expedites, Liase with cross functional departments and global functions as needed Address and support resolution in regard to MRB material Responsible for target customer inventory levels, turns, projection and inventory optimization Review and manage strategic material plans (Plan for Every Part, Safety Stock etc.). Perform Bill of Material (BOM) reviews as part of the Quote of Award (QoA) and Engineering Change Order (ECO) processes Drive adherence to the customer MSA with respect to E&O, Inventory Turns, PPV Recovery and other Supply Chain related responsibilities Determine and manage implementation dates, and material cost impacts, associated with ECOs, part/project end of life and part last time buy. Support execution of End of Life (EOL) programs (transfers, project completion, disengagement) regarding customer liability claims, excess and obsolete material, and any related disposition. Accountable for communication of order commits, and supplier order status, to Program Managment, including material shortages and delays Responsible for the What-If Scenarios, and MRP demand date management, with forecast and waterfall analysis if applicable Creation of, or direction to create, work orders once clear to build Other duties and responsibilities as assigned If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Creation Technologies is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Canada: Title for the position will be in accordance with applicable national and local laws.

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As a Paraplanner on the Client Experience team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management. Your Impact * Develop and maintain comprehensive financial plans under the guidance of senior advisors and others members of the Financial Planning team * Conduct in-depth research on financial products, investment opportunities, and market trends * Prepare detailed financial analyses including cash flow projections, retirement scenarios, and risk assessments * Create and maintain client financial planning documentation and reports * Support advisors in preparing for client meetings by gathering and analyzing relevant financial data * Collaborate with the operations team to ensure smooth execution of client financial strategies * Assist in monitoring and rebalancing client portfolios as needed * Identify opportunities to improve financial planning processes and client experience * Stay current with financial planning software and technology platforms * Maintain detailed records of client interactions and planning decisions The Ideal Match * Bachelor's degree in Finance, Economics, Business, or related field * 1-3 years of experience in financial services or wealth management * Strong analytical and quantitative skills * Excellent attention to detail and organizational abilities * Proficiency with financial planning software and Microsoft Office Suite * Outstanding written and verbal communication skills * Ability to manage multiple projects while maintaining accuracy and meeting deadlines * Team player mentality with a client-first approach Bonus Points * Progress toward or completion of CFP certification * Experience working directly with clients * Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro * Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) * Knowledge of tax and estate planning concepts * Experience in a RIA or wealth management firm * Series 65 license or ability to obtain within 90 days Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest minds in fintech * Ground-floor opportunity at a fast-scaling startup * Chart your own growth path as we expand * Full health benefits + 401(k) matching & Roth options * Unlimited PTO Ready to disrupt wealth management? Let's talk!

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As a Paraplanner on the Client Experience team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management. Your Impact Develop and maintain comprehensive financial plans under the guidance of senior advisors and others members of the Financial Planning team Conduct in-depth research on financial products, investment opportunities, and market trends Prepare detailed financial analyses including cash flow projections, retirement scenarios, and risk assessments Create and maintain client financial planning documentation and reports Support advisors in preparing for client meetings by gathering and analyzing relevant financial data Collaborate with the operations team to ensure smooth execution of client financial strategies Assist in monitoring and rebalancing client portfolios as needed Identify opportunities to improve financial planning processes and client experience Stay current with financial planning software and technology platforms Maintain detailed records of client interactions and planning decisions The Ideal Match Bachelor's degree in Finance, Economics, Business, or related field 1-3 years of experience in financial services or wealth management Strong analytical and quantitative skills Excellent attention to detail and organizational abilities Proficiency with financial planning software and Microsoft Office Suite Outstanding written and verbal communication skills Ability to manage multiple projects while maintaining accuracy and meeting deadlines Team player mentality with a client-first approach Bonus Points Progress toward or completion of CFP certification Experience working directly with clients Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) Knowledge of tax and estate planning concepts Experience in a RIA or wealth management firm Series 65 license or ability to obtain within 90 days Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth options Unlimited PTO Ready to disrupt wealth management? Let's talk!

Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us. To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time. Who we're looking for Toyota's Connected Technologies Division is looking for a passionate and highly motivated Planner I to join our Feature and Partner Planning Department. This department is responsible for planning and strategy for Toyota/Lexus Mobile App. The Planner I is responsible for managing the CT intake process, app channel support, and enterprise strategy. This role is essential for driving the connected strategy across teams and ensuring a seamless execution of business priorities. You will work closely with cross-functional teams including developers, designers, and stakeholders to deliver a high-quality product that exceeds the expectations of our customers and aligns with the company's strategic goals. Join us as we grow and lead the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We support, celebrate, and thrive on the opportunity to provide Mobility for All. Are you results driven, deeply innovative, and interested in working on a team dedicated to building products and services that are beautifully designed, intuitive, predictive, convenient, and relevant? If so, we want to talk to you! What you'll be doing * Oversee and optimize the intake process for all Connected Technologies and enterprise-related requests, ensuring that priorities are clear and properly aligned with business goals. * Work closely with feature planners, developers, and cross-functional teams to guide the app lifecycle, ensuring business and customer needs are met. * Act as a liaison between planning, development, and customer satisfaction teams to ensure smooth handoffs, knowledge transfers, clear communication, and timely execution of deliverables. * Facilitate alignment between app and enterprise solutions, ensuring that technical and operational aspects are integrated to deliver maximum impact. * Play a key role in developing and implementing strategies that connect our app ecosystem with enterprise platforms, improving user experiences and alignment between platforms. * Identify potential new and improved business directions and develop strategic options/approaches to recommend to management. * Accountable for business delivery of approved projects/requests on product backlog. * Maintain and track new features and product enhancements. * Review and maintain current information on competitive companies' products, and industry trends, and conduct customer research to create strategic planning and make suggestions to improve market share and revenue. * Define and prioritize product and customer requirements. * Lead Ideation Sessions utilizing existing products/data, work with internal groups and partners to identify new services and benefits * Identify customer needs and market conditions using data-driven insights. * Create Customer Journey Maps for baselining current products leading to roadmaps for future delivery of connected products. * Analyze and collect data to support enhancements to currently planned and in-market connected products. * Establish high level project schedules and collaborate across teams to resolve roadblocks/issues where possible or provide recommendations * Build and maintain relationships with all areas of TMNA enterprise to identify opportunities for engagement and cohesive integration between connected products and that area's business drivers. What you bring * Bachelor's degree in Business Administration, Computer Science, Marketing, Engineering, or related field; AND/OR equivalent professional work experience. * Up to 3 years' experience in product strategy development or equivalent job experience. * Demonstrated success in managing intake processes and overseeing product lifecycles in a tech-focused environment. * Excellent written and verbal communication skills to influence and persuade others, and the ability to create and present concepts, business cases, recommendations at all levels, from peers to executive. * Experience making process and product improvements using market research, data analysis, and user studies. * Knowledge of mobile application or software development utilizing Agile principles and methodologies. * Ability to manage a wide variety of projects across multiple brands, business units, and/or technology platforms. Added bonus if you have * Automotive Industry experience. * Connected Car or Telematics experience. * Mobile App development experience. * Internship/Co-op work experience in product management, strategy, consulting, engineering, or other relevant disciplines. * Experience working in functional areas such telematics, product management, digital transformation, and emerging technologies and/or relevant industries such as automotive, consulting, or technology. * Agile product management or corporate development experience is also a plus. * Strong relationship building skills; Demonstrated ability to facilitate and achieve cohesion and among many different individuals and functions. * Ability to easily break down complex, ambiguous problems and propose novel solutions. * Experience managing multiple outside vendors /partners and creating win-win outcomes * Proficiency in creating or understanding business models (profit and loss, discounted cash flows, relevant key performance indicators). What we'll bring During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include: * A work environment built on teamwork, flexibility, and respect * Professional growth and development programs to help advance your career, as well as tuition reimbursement * Team Member Vehicle Purchase Discount * Toyota Team Member Lease Vehicle Program (if applicable) * Comprehensive health care and wellness plans for your entire family * Flexible work options based on business needs * Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute * Paid holidays and paid time off * Referral services related to prenatal services, adoption, childcare, schools and more * Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA) #ConnectedTechnologies#CTProductManagement Belonging at Toyota Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong. Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law. Have a question, need assistance with your application or do you require any special accommodations? Please send an email to *****************************.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Planner plays a key role on our Customer Focus Team (CFT) at the Business Unit (BU) level. This role has the principal responsibility for managing inventory levels, adherence to demand management processes, alignment, and material alignment to support forecasted revenue and manufacturing plans. The Planner works with the BU Supply Chain Director, BU Planning Manager, or both, in achieving Planning-related deliverables, as per best practice, to align alignment to Creation Performance Objectives. Working closely with the CFT and Buyers, they are accountable for material availability and cost to effectively meet both the customer's needs and our internal supply chain metrics. Success in the role includes a positive, proactive approach to daily work along with strong communication and organizational skills DUTIES/ RESPONSIBILITIES include, but not limited to based on BU Best Practice: * Perform Bill of Material (BOM) reviews as part of the Quote of Award (QoA) and Engineering Change Order (ECO) processes * Responsible for all Demand Management related additions, and changes, to the ERP * Evaluation, analysis, and customer communication regarding PPV/CPV approval * Requisition Release review and actions, as required, to support material purchases * Clear to Build Analysis and reporting of Material Availability by project, including identification of last part in house * Identify priorities for Buyer actions relating to execution of material plan and material expedites, * Liase with cross functional departments and global functions as needed * Address and support resolution in regard to MRB material * Responsible for target customer inventory levels, turns, projection and inventory optimization * Review and manage strategic material plans (Plan for Every Part, Safety Stock etc.). * Perform Bill of Material (BOM) reviews as part of the Quote of Award (QoA) and Engineering Change Order (ECO) processes * Drive adherence to the customer MSA with respect to E&O, Inventory Turns, PPV Recovery and other Supply Chain related responsibilities * Determine and manage implementation dates, and material cost impacts, associated with ECOs, part/project end of life and part last time buy. * Support execution of End of Life (EOL) programs (transfers, project completion, disengagement) regarding customer liability claims, excess and obsolete material, and any related disposition. * Accountable for communication of order commits, and supplier order status, to Program Managment, including material shortages and delays * Responsible for the What-If Scenarios, and MRP demand date management, with forecast and waterfall analysis if applicable * Creation of, or direction to create, work orders once clear to build * Other duties and responsibilities as assigned If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Creation Technologies is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Canada: Title for the position will be in accordance with applicable national and local laws.

EwingCole is a nationally recognized architecture, engineering, interior design and planning firm with offices across the country. Our multi-disciplinary practice is built on the core values of professional excellence, design quality and collaboration. The Healthcare Practice in our Fort Worth office is looking for a Healthcare Planner or Healthcare Designer with at least 5 years experience to join our team. As part of the Architecture Discipline, you will develop their diversity of architectural expertise including planning, design, construction technology, documentation, and construction administration. You will be primarily responsible for delivery, design excellence, project quality, and client satisfaction. You will work with Principals on a series of healthcare projects in all phases of the design from conceptual planning to construction administration and project close-out. Essential Functions This candidate must be capable of initiating the design effort from programming and concept design through construction administration. Work with firm Principals and specialized planners to generate programmatic relationships that foster building configurations of great utility and design innovation incorporating current best practices in the healthcare industry. Create buildings which serve the client's needs and respond to their desired image, space, and aesthetic. Assist in developing the client's understanding of certain relevant design issues. Develop the building design by testing it in relation to codes and other issues as they emerge. Articulate design principles to help govern the detailing phase of the project. Author and/or closely supervise details critical to the design concept. Lead presentation of design concepts. Organize, plan and lead the design efforts of a multi-disciplinary team. Foster collaborate with the engineering disciplines (inclusive of civil and landscape) and Interiors in order to insure a consistent development of the project towards the design concepts established in earlier phases. Be the primary client liaison, for the design and contractual matters. Other Duties as assigned Requirements Required Education and Experience: Bachelor of Architecture Registered Architect in at least one state with suitable credentials for registration in other states Professional Certifications: EDAC, LEED AP certification/ accreditations desirable Proficiency with AutoCAD, Revit, Sketch-Up, etc. Proficiency with Microsoft Office Suite Excellent presentation, verbal, written and graphic communication skills. Ability to react quickly to issues while fostering a collaborative environment is a must. Preferred Education and Experience: 5+ years of experience in Healthcare Design and Planning Local Healthcare experience is a plus, but not required Ability to lead clinical user group meetings Familiarity with LEAN concepts is encouraged Benefits of Working at EwingCole Generous paid time off, 401(k) plan with company match, tuition reimbursement, flexible/hybrid work options, paid parental leave, excellent insurance offerings including medical, dental, vision, accident, critical illness, hospital indemnity, identity protection and more. EwingCole does not accept unsolicited resumes from recruiters or agencies. Any resume submitted by an agency without a prior written agreement will be deemed the property of EwingCole and no fee will be paid in the event the candidate is hired. #LI-Hybrid

If you think your skills, experience and aspirations make you a good match for this position, we encourage you to apply. ABOUT THE ROLE This position will have a technical focus, performing as a subject matter expert and planner on a 2.0+ million square foot healthcare facility at Mayo Clinic's campus in Rochester, MN, under the direct supervision of a Licensed Architect and project leadership. HERE'S WHAT YOU'LL DO Actively seek to further the state of the art within our industry and develop innovative solutions and responses as the needs of researchers evolve. Effectively collaborate with a project team to provide technical expertise in the programming and planning for projects. Participate in user group meetings to collect and refine program needs and assess space utilization. Communicate planning concepts to project teams and owners, verbally and through graphic and written reports and work effectively with architectural designers to optimize plans that further owners' goals and objectives. Translate planning concepts into comprehensible terms for clients, designers and project team members. Contribute to the development, modification and/or review of planning concepts and solutions. Assist in development of architectural drawings and specifications to translate planning concepts into project documentation for construction. Assist in developing project scope, plan, and services during the contract process. Incorporate Integrated Sustainable Design solutions into projects. Maintain excellent relationships with existing and potential clients. May provide guidance and advice to other designers and project leaders. Other duties as assigned. HERE'S WHAT YOU'LL NEED Bachelor's degree in Architecture, Interior Design, Engineering or a related degree required. Minimum 6 years of related experience, with at least 2 years of previous experience performing as a subject matter expert on Health projects. Current licensure or registration in the United States preferred. LEED accreditation preferred. Knowledge of building codes and requirements. Must possess working knowledge and experience, while still acquiring higher level knowledge. Must be analytical. Must be an independent thinker. Must have the ability to be client facing with strong verbal and written communication skills. Strong technical knowledge, coordination skills and the ability to build a rapport with the project team and client is essential. Familiarity with Revit, Microsoft Office and Bluebeam required. Professional business attire is required for client meetings. Examples of professional business attire include suits, ties, collared dress shirts, dresses, and skirts. Travel required. For a general overview of our benefits, please visit our careers page at ********************************************** ABOUT OUR FIRM CannonDesign is a design practice where strategy, experience, architecture, engineering, and social impact converge. We don't just dream up solutions - we create and bring them to life in ways to solve some of the biggest challenges facing our clients and the society. At the heart of everything we do is Living-Centered Design, a bold commitment to using our talents to not just improve the world but to truly reshape it for the better. It's more than a philosophy - it's who we are, and it drives us to make a meaningful, lasting difference every day. ABOUT WORKING HERE We are relentless in our pursuit of client adoration (not simply satisfaction). Consistent delivery of the best service is what we are about. We are committed to ensuring our practice is equitable for all employees, representative of the communities around us - and focused on the future of design. We advocate for equity, diversity, and inclusion efforts through the leadership of our DEI Council, Employee Resource Groups and other community advocacy initiatives. We're about communication and transparency here. If you want to talk to someone about an idea you have, or a challenge that needs addressing, we're ready for you. Please note that candidates can only apply to our positions on our company Careers site. It's not uncommon for scammers to create positions that look legitimate on other sites; never enter your information or apply for CannonDesign positions on any platform. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume and portfolio when applying. As a condition of employment, all employees are expected to complete mandatory training, including compliance training, within required timeframes and adhere to our internal policies and our Code of Conduct. CannonDesign is an Equal Opportunity Employer. CannonDesign is committed to maintaining a work environment that is free from any and all forms of unlawful discrimination and harassment. It is therefore the firm's policy to prohibit discrimination and harassment against any applicant, CannonDesign employee, vendor, contractor, or client on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. It is also CannonDesign's policy to prohibit any and all forms of retaliation against any individual who has complained of harassing or discriminatory conduct, or participated in a firm or agency investigation into such complaints.

We are a successful women owned and operated wealth management firm located in Richardson, TX. We have a rich 30+ year history providing personalized financial planning for our clients and their families, and pride ourselves on navigating the complexities our clients face. We act as a trusted guide to support them through every stage including purchasing a home, saving for education, nearing or entering retirement, owning a business, or any other life challenges. Utilizing a client service approach and a commitment to lifelong learning, we always put our clients' needs first, encouraging them to ask questions as we address them. We know an environment like ours is built from within, so we emphasize our team and are always willing to support each other to create a world-class experience for our clients and one another! We believe in the value of training, tenure, and have a track record to prove it with our employee tenure. As the Paraplanner within our firm, you will be an experienced individual who can participate in all phases of the investment, financial planning, estate planning and insurance planning services we offer to our clients. You will be responsible for supporting our advisory team in several key areas, including data gathering and analysis, development of financial planning recommendations, implementation, and complex case research and resolution. Additionally, there will be duties around reporting, meeting preparation, and anything else that may help to move the business forward. In addition to the technical mastery, you will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others' needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detailed work in our business is critical. You have enough experience and/or common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions. Responsibilities: Support advisory team with preparation of well-polished documentation and presentation materials for meetings Attend and participate in meetings with prospects and existing clients for the purpose of notetaking Record meeting notes on topics covered, changes in client's needs, and action items Summarize meeting and schedule action items in contact management software Complete all action items utilizing firm processes and procedures Coordinate financial plan development, including initial financial plan data entry, development and working with advisory team to develop recommendations; continuous monitoring of plan and any necessary changes Create quarterly and/or annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investments Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Investment product research and analysis; evaluate potential investments solutions, presenting findings to advisory team Proactively monitor custodian and internal alerts on a daily basis for change Continuously monitor client data across various platforms for accuracy and continuity Qualifications: Bachelor's degree required, preferably in finance, financial planning, or a related field 3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors required Industry licenses and/or CFP designation, or desire to obtain Familiarity with financial planning software is required, MoneyGuidePro experience is highly preferred Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required Knowledge of industry-specific CRM software is required The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player Excellent communication (written and verbal), relationship building, and organizational skills Demonstrated ability to multi-task, delegate, and manage a busy workload

Position Function - Under the direction of the Director and/or Designee, performs assigned duties necessary to process and review applications for plats, development plans, site plans, special use permits, zoning verification letters, variance applications, zoning and ordinance amendments and other planning applications for compliance with all applicable standards. Essential Duties % of Performance Performs assigned duties necessary to process and review applications for plats, development plans, site plans, special use permits, zoning verification letters, variance applications, zoning and ordinance amendments and other planning applications for all applicable compliance. Duties include, but are not limited to: providing support to the Planning Division; conducting research and analysis; provide one-on-one interaction and customer service to citizens, business owners, developers, applicants, and/or citizens; prepare public hearings, Legal Notices, and meeting agenda packets/information; and drafting and/or updating for review memos, correspondence, ordinances, codes (any applicable), resolutions and other planning and zoning related items. Assists with Open Records Requests and Records Retention. Responsible for making presentations to Zoning Board of Adjustments, Planning and Zoning Commission, and City Council. 95% Performs additional duties as assigned. 5% Total: 100% Physical Demand Frequency Balancing O Bending R Carrying F Climbing R Legend Crawling R Crouching O C - Continuous Fine Dexterity F Foot Controls O F - Frequently Handling F Hearing C O - Occasionally Kneeling R Lifting O R - Rarely Pushing/Pulling F Reaching F N - Never Standing F Sitting F Stooping O Twisting O Vision C Walking O Physical Demand Descriptions (The following descriptions are provided as an example of potential physical and/or sensory activities and does not address the potential for reasonable accommodation; it is intended as general examples of possible physical/sensory demands that might occur during the performance of the position functions/duties, and are not intended to be all inclusive.) Bending/Climbing/Balancing - picking up supplies, files, boxes, maps and schematics; and stairs, walking, standing, site inspections, drill exercises, uneven terrain, etc. Carrying/Lifting - supplies, files, boxes, maps, schematics, work aids, etc. Fine Dexterity - telephone, keyboard, "ten key" or calculator, computer hardware, software usage, etc. Foot Controls - driving, standing, stairs, walking, uneven terrain, etc. Hearing - customer assistance, telephone, verbal direction, meetings, work site, etc. Pushing/Pulling/Reaching - supplies, files, file boxes, retrieving, work aids/tools, etc. Standing - making presentations, assisting customers, directing meetings, site inspections, drill exercises, etc. Sitting - desk work, meetings, driving, etc. Vision - computer and desk work, site inspections, budget, invoices, contracts, driving, plans review, etc. Walking - to and from office; around office; to and from buildings; assisting customers; etc. Machines, Tools, Equipment and/or Work Aids (The following list is intended to provide examples of possible machines, equipment, tools and/or work aids that might be needed to perform position functions/duties and should not to be construed as a comprehensive or complete catalog. This list does not include and does not supersede any requirements with respect to safety or protective equipment, uniforms, apparel, gear or apparatuses required for the performance of any duties described herein.) Audio/Visual, Calculator, Computer, Copier, Facsimile, Keyboard, Office Supplies, Scanner, Software, Telephone, Geographic Information Systems, Vehicle, Plats, Blue Prints, Schematics, Hardhat, Safety Vest and Equipment, etc. Environment Duties are generally performed in an office environment. Possible exposure to dust, mold and electricity. Duties may also require prolonged periods of outdoor activities, which may produce exposure to inclement weather, ozone and/or allergens. Requirements/Knowledge/Skills/Abilities Required knowledge and experience is normally obtained through the completion of an advanced education from an accredited educational institution of higher learning resulting in a Bachelor's Degree in Urban Planning, Community Development, Civil Engineering, Public Administration or related field is required. One (1) to three (3) years of work related experience is preferred. An American Institute of Certified Planners designation is preferred. Work requires the ability to read and understand job and industry related literature, legislation, codes, ordinances, and/or judicial rulings. Work requires the ability to write letters, memos, and contracts. Work is widely varied, involving analysis and evaluation of many complex and significant variables. Ability to learn and remain up-to-date on Federal, State and City applicable regulations, best practices and policies affecting department activities, the organization and/or community. Ability to establish and maintain effective working relationships with elected officials, contractors, business owners, City Staff and the general public. Ability to work under high demands, short time constraints, and the pressure of a fast-paced work environment. Ability to read, understand and interpret blue prints, schematics, plats, map, easements, access rights agreements, etc. Competent in the use of Microsoft Excel, Word and Power Point software, and ability to learn and use department specific software. General knowledge of and/or ability to learn and stay updated on the Unified Development Codes, Texas Government Codes, and other applicable standards, laws and practices. Must be able to monitor workload, projects and/or deadlines. Must possess excellent oral and written communication skills. Must be able to communicate and present oneself in a professional manner and have the ability to successfully work with elected officials, contractors, business owners, City Staff and the general public. Must be able to research, compile and analyze data, and then present findings to the City Council and City Manager in an acceptable format. Must be able to work outside normal business hours. Must possess a valid Texas Class C driver license. Must pass all post offer pre-employment processes and/or procedures, to include but not limited to Drug Screen, Physical Examination, and applicable Background Checks.