Factory Supply Chain Planner
Planner Job 191 miles from Manlius
Salary Range: $54,000 to $64,000
SKF has been making the world spin since 1907!
SKF is an industry-leading manufacturer dedicated to a culture of belonging, where our people flourish in an equitable environment that promotes leadership development and career growth. SKF bearings played an integral role in helping Mars Rover collect rock and regolith samples on the planet's surface.
As an SKF team member, you will join 40,000 colleagues from more than 130 countries developing bearing technology and services that make rotation more reliable and sustainable. Sustainability is at the heart of everything we do. SKF aims to have net zero greenhouse gas emissions at all our production facilities by 2030.
SKF products keep vehicles rolling, power the machines that put food on your table, and even reach into the cosmos as part of the Mars rover mission. Founded in Sweden in 1907, today SKF is publicly traded on the Nasdaq Stockholm with annual sales in 2020 of approximately $10 billion.
Summary:
SKF Aerospace is a first-tier supplier to the global aviation industry and much more. We design & manufacture complex, high performance, high-value bearings in steel and advanced ceramics. Our production group, technologies, & products are at the heart of aerospace industry and the world's leading aircraft jet engine & gearbox manufacturers at our Falconer, NY location. The factory supply chain planner will coordinate schedules and inventories to ensure efficient and effective operation of the assigned department or facility.
Key Responsibilities:
Serves as a primary point of contact for and liaison with sales, logistics, and manufacturing departments.
Collaborates with these departments to establish schedules and plans that allocate available resources to best serve client or customer needs.
Periodically compares current and anticipated orders with available inventory of raw materials; uses judgment to anticipate demand for and to acquire additional supplies as needed.
Negotiates with outside supply vendors; ensures accurate and timely delivery of orders.
Integrates sales orders with master schedule; coordinates availability of raw materials, supplies, equipment, and staff as needed to meet delivery dates.
Maintains master distribution schedule for the assigned facility; revises as needed and alerts appropriate staff of schedule changes or delays.
Participates in periodic forecasting meetings with sales, marketing, and other related departments; leads additional planning meetings with sales, production, shipping, purchasing, and customer service staff.
Performs other related duties, as required.
Job Requirements:
Excellent communication and interpersonal skills.
Excellent organizational skills and attention to detail.
Thorough understanding of the business and supply chain.
Strong analytical and problem-solving skills.
Extremely proficient with production planning systems, such as MRP II.
Bachelor's degree in a related field required.
At least five years of related experience required.
Professional certification by the American Production and Inventory Control Society (APICS) preferred.
What You'll Love About SKF:
Rest and Relaxation. Enjoy a generous PTO policy and 13 paid holidays.
Work/Life Integration. SKF supports work/life integration, home, family, community, personal well-being and health.
Diversity in the Workplace. ?At SKF, we strive to embed Diversity, Equity and Inclusion in everything we do. By developing a culture of belonging, our people can flourish; leading to an inclusive, equitable environment that promotes leadership, engagement and innovation.
Best in Class Benefits. SKF cares about the wellbeing of our employees. Comprehensive healthcare options to fit your needs and opt out payment. Added benefits include company paid life insurance, STD, LTD. Supplemental benefits include critical illness coverage, tuition reimbursement, employee discount programs, and much more!
Invest in your Future. Participate in our 401K program that boasts a 10% employer contribution: 100% match up to 5% of your elected contribution (100% Vested) plus an additional 5% company contribution.
Reports to: Supply Chain Manager
Location: Falconer, NY
Job ID: 20932
SKF provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
By applying to this job you acknowledge how SKF treats candidate data. Click HERE to review the SKF Data Privacy Consent Statement.
PandoLogic. Keywords: Master Scheduler, Location: Westfield, NY - 14787
Demand Planner
Planner Job 190 miles from Manlius
We are hiring a Demand Planner to join a top fashion accessories company in Port Washington, NY. This will be a Temp to Perm position and will be in office on a hybrid schedule, 2 days per week.
Responsibilities:
Create and maintain customer, brand, and SKU level demand plans to be used in production/manufacturing planning.
Analyze historical sales data, market trends, seasonal fluctuations, and demand drivers to create accurate Brand and SKU level demand forecast to help improve forecast accuracy.
Provides leadership with overview of Forecasting at customer and brand level with key analysis and direction of forecasts to maximize decision making ability.
Conducts and provides analysis of key performance indicators (KPI) among product lines and accounts.
Utilize statistical methods and demand planning software to generate reports and accurately forecast demand.
Work cross-functionally and collaboratively with sales, marketing, brand, product, sales operations, go to market, business planning, global supply chain, global NPI, and finance teams to review the business at a Customer/Brand or Channel/brand levels.
Manage established as well as develop new reporting metrics for fill rates and forecast error to internal/external customers.
Run weekly report to help monitor order tracking and fill rate
Weekly/Daily check of backorder report for assigned customers/areas and communicate recovery to sales, customer, and leadership as needed.
Monitors, identifies and coordinates other internal and external inventory locations to improve supply efficiency and order fill rate.
Provide ad hoc inputs and analysis to others in supply chain to maximize effective decision making.
Creation of powerpoint slides, excel recaps and reports, and emails to be presented to/used by leadership. Clear narrative mandatory
Lead forecast meetings with sales, brand, product, or customers to review overall business plans and align future demand signals with business expectations.
Balance supply request to the factory vs financial plan, make informed decisions on what to forecast, procure, and request of production based on what sales and business planning teams are including in the financial plans.
Full understanding of customer performance on both replenishments and NPI business and impact of replenishment vs NPI.
Develop understanding of company supply chain models end to end, to have the most informed conversations with customers and internal stakeholders.
Qualifications:
Bachelor's Degree in Business Administration in Business, Mathematics, Economics, Supply Chain or related fields
2+ years' experience in similar roles
Robust quantitative approach to discussions
Strong analytical and mathematical skills to provide statistics and metrics
Ability to turn data into useful insights with proven example
Excellent PC skills including MS Office & SAP
Advanced Excel Skill set - ability/aptitude to learn/create spreadsheets using advanced formulas (Lookups, IF statements, pivot tables)
Strong PowerPoint skills - proven experience with creating and communicating to presentation deck
Experience working on a legacy/enterprise database system and input and retrieve data from multiple sources and the ability to draw data driven solutions
Database - ability/aptitude to access reports, build and manipulate queries
Experience with a planning software
Excellent communication skills and coordination capabilities
Ability to drive conversation and influence peers
Ability to work and make informed decisions in fast paced environments
Ability to learn complex data relationships quickly - Agile Mindset
Knowledge of fashion Sales cycles and buying practices
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit:solomonpage.com and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.
Associate Planner
Planner Job 192 miles from Manlius
Who You Are:
The Associate Planner will play a key role in developing financial plans and monitoring the performance of sales, inventory, and profit for the Outlet categories. The Associate Planner will work closely with the buying team to manage the open-to-buy, analyze seasonal merchandise assortments, and develop merchandising strategies. You have strong analytical skills and creative problem-solving skills, are curious, collaborative and an effective communicator that thrives in a rapidly changing environment.
What You'll Do:
Initiate analysis and develop financial strategy for a rapidly growing retail business across multiple classifications and channels (outlet stores, and ecommerce).
Create seasonal, monthly, and weekly plans and forecasts for sales, inventory, markdowns and gross margin. Monitor performance and partner with buying team to develop merchandise strategies to achieve plans.
Initiate and develop actionable analysis to recap business by classification and subclass at a top-line as well as store level in order to partner with buying team to create strategies to drive sales and achieve gross margin profitability.
Manage and update monthly open-to-buy.
Recommend buys based on thorough analysis of retail business prior to each market to achieve increased sales, profitability and sell-thru % by class and department. Analyze key item style performance and forecast inventory needs.
Work with buying team and stores to analyze business by door to maximize sales and stock opportunities. Monitor flow of initial assortments as well as reorders to stores by classification and by style.
Aid in allocation strategies to increase productivity and manage omni-inventory.
You'll Need to Have:
Must have 3+ years of experience in Retail Planning, Store Planning and/or Allocation
Bachelor's Degree
Advanced Excel Skills
Advanced Retail Math
Strong analytical and creative problem-solving skills
Ability to thrive in an entrepreneurial environment
We'd Love to See:
Multi-channel planning experience
Perks:
Generous Paid Time Off & Holiday Schedule
Summer Fridays
Internal mobility across Versace, Jimmy Choo and Michael Kors
Cross-brand Discount
Exclusive Employee Sales
Fav 5 Cards (MK Discount for friends and family)
401k Match
Paid Parental Leave
Thrive Wellness Program
Commuter Benefits
Gym Discounts
At Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/V
At Capri Holdings Limited, our commitment to inclusivity and accessibility begins with the candidate experience. If you require a reasonable accommodation for the interview or application process, please contact our Diversity and Inclusion team at ********************************************.
In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.
Occupancy Planner
Planner Job 213 miles from Manlius
Conduct site assessments and surveys to ensure that occupancy, furniture, space type and client data is accurate
Prepare and present detailed options to the Real Estate leads
Optimize space usage for efficiency and functionality
Analyse space utilization data to identify opportunities for improvement
Ensure compliance with core program standards.
Demonstrate proactive solutioning
Maintain a working knowledge of space management systems
Receive and process client move requests
Participates in planning meetings hosted by the client and other key stakeholders
Create/plan move phasing documentation that details how large move projects will be broken down and completed
Prepare/update move status reports
Monitor client and business for changes to move scope and/or requirements
Support broader space management projects and initiative
Adjust plans to accommodate change requests
Ticket management for new hire, space, move and/or other requests for specific ticket types in the assigned region.
Update and establish space stacking plans and floor block plans, conduct space analysis and create various occupancy options, supported by data.
Conduct physical space audits to document and validate occupancy and occupancy attributes and collaborate with other onsite teams to ensure space audits are being conducted as required and prescribed.
Be comfortable with providing Excel analysis of CAFM data, to support planning scenarios.
Ability to develop presentations that tell a concise and relevant story, with visuals.
Strive to maintain best in class space and occupancy data.
Update database on information received from HR for new hires, terminations, and moves.
Support quarterly audits by physically walking space and updating data; collaborate with onsite resources for audits and reporting of sites outside of assigned territory.
Experience:
Minimum two to four years of space planning, design, occupancy planning, or workplace in a corporate real estate environment.
Background in design, architecture, workplace planning and strategy desired
Intermediate to advanced knowledge and experience with Microsoft Office
Excellent communication skills with the ability to coordinate across multiple teams and departments.
Advanced ability to read and understand building drawings and floor plans
Experience working with CAD or other drafting software
Experience with space planning software
ability to multitask and deal with changing priorities and/or requirements
Strong attention to detail
Willingness to work nights and weekends as required supporting moves
Excellent communication skills, both written and oral
Excellent customer service and interpersonal relationship skills. Ability to work independently and as part of a team.
Education:
High School Diploma or equivalent
Skills:
MS EXCEL
Work with an IWMS (Manhattan One) system management which includes floor plan updates (via AutoCAD), space and move data.
Experience with IWMS/space management software.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions 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, disability, or status as a protected veteran.
Recruiter Details:
Name: Fahad
Email: *****************************
Internal Id: 25-33945
Purchase Specialist
Planner Job 219 miles from Manlius
Purchasing Specialist
REPORTING TO: Operations Manager
COMPANY: Block Scientific, a Lab Advanced Solutions Company
BUSINESS
Lab Advanced Solutions (“LAS”) is a lab equipment, product and services business headquartered in Bellport, New York. LAS is comprised of Block Scientific (“Block”) and Myco Instruments. Block, established over 20 years ago, is a refurbisher of lab equipment, distributor of new and used equipment, seller of consumables and reagents, and a repair and maintenance service provider to the medical lab industry. MYCO, established over 20 years ago, is based in Bonney Lake, WA and is a lab equipment procurement and wholesaler company.
Across the two companies of LAS, we have common values. We pride ourselves on high quality service, a national infrastructure, and the ability to always craft a solution that works for the customer. With your help, we look forward to continuing to do so in a fun, professional environment.
As a member of the LAS team, the role is part of a premier medical lab solutions provider. LAS operates as a critical business in the ecosystem of the healthcare industry, helping provide equipment, service, and support needed to keep the country's regional lab systems and outpatient facilities running smoothly. LAS is at the forefront of leading the latest lab innovations into healthcare environments, educating essential workers on the use of that equipment, and the rapid response to diagnose and remediate technical issues with the equipment.
POSITION SUMMARY: We are seeking a purchasing specialist to perform a variety of duties that are critical to our operations.
KEY RESPONSIBILITIES
· Process and manage purchase orders from start to finish
· Procure necessary materials and supplies for the organization including reagent forecasting and analysis
· Utilize systems and software to track and monitor inventory levels
· Collaborate with suppliers to negotiate pricing and contract terms
· Coordinate with the supply chain team to ensure timely delivery of goods
· Maintain accurate records of purchases, contracts, and supplier information
· Monitor and analyze market trends to identify potential sourcing opportunities
· Assist in the development and implementation of supply chain management strategies
· Ensure compliance with company policies and procedures
· Process and manage customer orders from start to finish as backup/when needed
· Quoting and Order Entry
· Fielding Customer Service Calls i.e. inventory, order status
· Updating Pricelists
KEY EXPERIENCE
· 1 - 3 years of experience in procurement or supply chain management preferred
· Strong negotiation skills with the ability to secure favorable pricing and terms
· Knowledge of logistics and supply chain processes
· Familiarity with contract management principles
· Excellent attention to detail and organizational skills
· Proficient in using computer systems and software for order processing
· Ability to work independently and prioritize tasks effectively
· Strong communication skills, both written and verbal
Demand Planner
Planner Job 192 miles from Manlius
LLC:
Rhythm Healthcare is a leading provider of DME, HME and Respiratory products in the medical equipment manufacturing industry. We exist to bring comfort, safety, independence and hope to people that connect with our brand. We are committed to ensuring that every customer feels valued and cared for.
As we continue to grow, we're committed to offering exceptional work experience for our employees with numerous opportunities for development and advancement. If you believe in our core values of Emotional Intelligence, Grit, Growth Mindset and Sincerity, we want you on our team. Our employees are our greatest asset, and this includes people like you! Apply today and join the Rhythm family. To learn more about us, visit our website at ww.rhythmhc.com.
:
We are hiring a Demand Planner for our Supply Chain department. The Demand Planner will be responsible for accurately forecasting demand, planning inventory, and coordinating with cross-functional teams to ensure product availability and inventory efficiency. This role will play a key part in balancing supply and demand, reducing lead times, minimizing stock-outs, and optimizing stock levels across our distribution centers.
DUTIES/ RESPONSIBILITIES:
Forecasting & Demand Planning:
Develop and maintain accurate demand forecasts for 600+ SKUs across two distribution centers, ensuring data-driven insights to predict customer needs.
Analyze historical sales data, market trends, and customer patterns to drive improvements in forecasting accuracy.
Regularly update demand forecasts and communicate adjustments to relevant stakeholders.
Supply Planning & Purchase Order Creation:
Work closely with internal teams to develop an optimized supply plan that aligns with demand forecasts and minimizes stock-outs.
Generate and manage purchase orders (POs) for imported goods, ensuring they meet inventory needs and align with lead times and budget requirements.
Track open POs, follow up with suppliers on delivery timelines, and proactively address any potential delays to avoid disruptions in product availability.
Coordinate with finance to ensure POs align with budgeting and cost parameters.
Inventory Management:
Monitor and manage inventory levels across both distribution centers to optimize stock and meet customer demands.
Collaborate with supply chain teams to develop inventory strategies that align with company goals and minimize excess or obsolete stock.
Maintain an efficient reorder point and safety stock levels for each SKU, considering lead times and import constraints.
Supply Chain Coordination:
Collaborate with internal teams to align on import schedules from China, ensuring timely and cost-effective delivery of goods.
Track and manage lead times, order quantities, and shipping schedules for imported goods, reducing potential disruptions in the supply chain.
Develop and maintain relationships with suppliers and distribution partners to ensure continuity of supply.
Data Analysis & Reporting:
Utilize demand planning software, tableau, sales team information, ERP and other tools to enhance forecasting accuracy and efficiency.
Generate regular reports on demand forecasts, inventory levels, and key performance metrics for management review.
Conduct root-cause analysis on demand and inventory variances and implement corrective actions as needed.
Continuous Improvement:
Identify areas for process improvement within demand planning and inventory management to increase operational efficiency.
Stay updated on industry trends and best practices, incorporating relevant insights into Rhythm Healthcare's demand planning process
REQUIRED SKILLS/ABILITIES:
Communicate effectively with cross-functional teams and stakeholders
Strong analytical and problem-solving skills
Hands-on experience with ERP and supply chain management software (NetSuite & NetStock) knowledge preferred)
Advanced Excel Skills (Pivot, lookups, If functions, database integrations)
Ability to quickly retrieve, manipulate, analyze, and interpret data
Strong quantitative skills, including knowledge of statistics and quantitative data analysis and interpretation
Ability to multitask and handle competing priorities
Strong self-starter with the ability to work with little supervision and collaborate effectively in a team
EDUCATION & EXPERIENCE:
Bachelor's degree (BA/BS) in a relevant field
7-10 years of demonstrated experience in supply chain, logistics, or operations
2-4 years' experience with direct imports
PHYSICAL REQUIREMENTS:
Prolonged periods of sitting at a desk and working on a computer
May require occasional travel
WHAT WE OFFER:
Competitive salary and performance-based incentives
Opportunities for professional growth and development
A collaborative and supportive work environment
Comprehensive benefits package
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Demand Planner
Planner Job 192 miles from Manlius
DIPTYQUE Paris Luxury Fragrance House has established itself as one of the most renowned, leading fragrance houses within the luxury market today. Founded in 1961, the Maison is known for its mix of iconic scented candles, personal fragrances, bath and body products, and home décor. Its flagship boutique is in Paris' 5
th
arrondissement at 34 Boulevard Saint Germain.
The Demand Planner will be responsible for demand planning and maintaining target stock levels across our network. You will be working closely with Marketing, Sales, Operations and Finance teams to forecast our product needs and hand in hand with the Demand Planning team in France.
RESPONSIBILITIES:
Build accurate forecasts, on a monthly basis, built in consensus with Sales and Marketing teams.
Review historical sales trends, research and document demand drivers to improve forecast accuracy.
Use and maintain AGR software as the primary forecasting system tool:
1. Enter and modify data and ensure the correctness of product hierarchy.
2. Monitor trends in forecast error.
3. Identify relevant market-related data and competitive intelligence.
Propose and implement solutions to improve forecast accuracy.
Create and validate weekly Orders to maintain/build product supply to Retail stores.
Allocate and forecast product launches by channel.
Forecast and monitor non saleable products as testers, samples, gifts…
Monitor the performance of new launches and animations versus the forecast.
Provide analysis to all functions across the business to improve decision making and business performance.
Drive action plans to reduce Excess & Obsolete.
Report to Demand Planning Manager.
REQUIREMENTS AND QUALIFICATIONS:
Have previous experience as a Demand Planner and/or Supply Planner.
Have a strong analytical mind-set with an advanced level of excel.
Have the ability to solve problem and get to the crux of the issue by using strong influencing skills and succinct communication.
Action oriented, self-starter, hands-on to manage day-to-day activities.
Calm under pressure, with strong analytical, organizational, decision making and proven presentation skills.
Flexible, adaptable and ability to balance multiple priorities and projects.
Innovative approach, forward thinking, able to think outside the box.
Strong belief in delivering results as part of a team.
Good attention to detail.
Planning experience with Retailers is a plus.
Diptyque Paris is committed to fostering an inclusive and diverse workplace where all employees are valued and respected. We believe in the power of collective momentum, recognizing that each individual's unique perspective and contributions drive our success. With a strong emphasis on integrity, we ensure that every team member is treated equitably and given equal opportunities to grow and thrive within our organization. Diptyque Paris does not tolerate discrimination of any kind and strives to create an environment where everyone can contribute to their fullest potential.
The pay range for this role is $70,000 - $85,000 annually. The salary offered will be determined based on candidates' relevant skills, experience, and geographic region. We leverage salary transparency in every market for a seamless candidate experience. In addition to base salary, the total compensation package for this position may include bonus potential, competitive benefits, and other perks.
Financial Planner
Planner Job 192 miles from Manlius
Financial Planner At Domain Money
Financial planning for your life.
Who we are: Domain Money is a fast-moving, well-funded startup redefining financial planning for mass-affluent consumers. Our team has built industry-leading financial products like Marcus by Goldman Sachs and Clarity Money, and we're now bringing that expertise to personal finance. We believe in transparency, honesty, and challenging conventional thinking to create a modern, technology-driven approach to financial planning. A place where challenging convention is welcome and discussion is encouraged.
No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun.
What we do: At Domain Money, we are on a mission to build a next generation financial planning service. We offer flat-fee financial planning services that provide clients with clear, actionable steps to achieve their goals.
Clients work directly with a dedicated CFP professional and leverage our unique technology platform for a personalized financial plan tailored to their unique circumstances. We provide ongoing support to help clients navigate their financial lives with confidence.
If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we want to hear from you!
About the role:
You'll play a crucial role in supporting our CFPs, delivering an exceptional client experience, and helping us refine and scale our financial planning services. This is an opportunity to be part of a growing team where you'll collaborate with peers, contribute to process development, and help shape the future of financial planning at a startup.
What you'll do:
Facilitate a smooth onboarding experience for new clients by directly communicating with clients to verify that all relevant information has been provided.
Analyze client financial information (pay stubs, brokerage statements, tax returns, etc.) and build financial models to generate client financial statements and insights that drive actionable planning recommendations.
Draft clear, structured financial plans with well defined next steps based on insights from the financial models.
Provide thoughtful and well-documented support to clients by answering questions and collaborating closely with lead CFPs.
Optimize technology and automate workflows to improve efficiency and streamline client processes.
Collaborate and innovate, sharing insights and best practices to help refine our approach as we scale.
Deepen your knowledge of financial planning, investments, and tax strategies.
What we're looking for:
Tech-savvy problem solver who thrives in a startup environment and adapts quickly to new challenges.
Highly proficient in Google Sheets (quick keys, financial formulas, and advanced functionality).
Experience financial planning, analysis, or related fields.
Studying for the CFP certification (or already certified).
1+ years of financial services experience involving 1:1 client communication.
Strong written and verbal communication skills.
Interest in financial technology (fintech) and a passion for innovation.
Bachelor's degree in finance, accounting, or related field preferred.
Benefits:
Competitive salary and top-of-market compensation
Comprehensive health coverage
401(k) plan
Technology allowance
PTO and flexible work environment
In-person team and company events
Event Planner
Planner Job 192 miles from Manlius
AllSTEM Connections is currently hiring an Event Planner for one of our clients in the banking industry.
Contract: 9 Months
Pay rate: $30- $34/hr
Job Description:
Ability to plan events that can range from 10 to 500 people, with various degrees of complexity. Monitor/manage the project including creation of project plans and budgets (prepare, manage & reconcile). Ability to lead team working on an event and direct many facets at one time. Collaborate and interact effectively with Firm's senior management, middle management and customers. Provide strategic input and recommendations to business group on event development. Maintain partnering relationships with internal business partners such as Food Services, Conference -Services, Audio Visual, Security and Facilities. Manage all aspects of events including but not limited to: internal consulting, concept proposal development, site selection via RFP process, vendor negotiation, contract administration (including controlling risks associated with attrition and cancellation), hotel management, air/ground travel, total logistics coordination (menus, setup, decor, audio visual), creative writing for invitation, input on graphic design and website development, printing, registration management, coordination of speakers, giveaways, entertainment, activities, and travel staff.
Responsibilities:
Detailing and planning boardroom and auditorium meetings, working closely with porters, audio visual and catering teams. Meet and greet each client daily, provide personalized high touch customer service
Manage reception desk essential functions, answering telephone calls, managing emails in personal inbox/shared inbox, greeting and escorting clients to room
Supporting C-suite executive meetings with the highest level of conduct involving a combination of professionalism, organization, and effective communication
Handle day to day challenges clients present while driving towards a solution
Maintain a professional, flexible, “can-do” level of service
Join planner on pre and post con calls, aiding data entry
Check rooms making sure catering, audio visual and room sets match BEO
Master usage of EMS (Event Management System) to detail reservations, review in-coming requests and present proper reports
Manage correspondence between planning team and reservation holders throughout the booking process while providing an outstanding customer service experience
Firm understanding of the business guidelines for allocating space. Manage space issues, escalate unresolved issues to lead planner or manager
Ensure customers are contacted in a timely manner and are updated regarding the status of their request and offered available options
Apply for this great job today!!!
Associate Planner
Planner Job 192 miles from Manlius
The Associate Planner is responsible for supporting the Planning Manager by maintaining, analyzing, and executing the business plan to achieve maximum business results. They will also act as a liaison between the Sales and Replenishment teams to ensure that orders are aligned with business plans. This role supports our growing socks and underwear businesses for an industry leading brand and major retailer.
Responsibilities:
Actualize weekly sales inventory and receipt ladder plans to monitor performance versus plan and prior year
Assist with the modular planning process by providing selling insights for the business plan and drawing modular planograms
Conduct weekly sales and inventory reporting providing analysis and insight into performance versus prior year and budget
Assist in preparation for the weekly team meetings
Provide ad hoc analysis to help drive the business forward and/or address issues as they arise
Collaborate with the Replenishment team each week to ensure the correct SKUs are being ordered by the customer
Bring strong work ethic and positive attitude to your responsibilities everyday
Qualifications:
Bachelor's Degree in related field preferred
1-3 years of Planning or relevant experience
Strong Excel skills
SAP experience a plus
Ability to multitask, have a high sense of urgency, and work efficiently in a fast-paced environment
Excellent verbal and written communication skills
Annual salary range starting $75,000
The disclosed salary range is commensurate with experience and does not reflect the total compensation package. Our associates have access to other valuable benefits that our Human Resources team is happy to share with candidates during the interview process.
Demand Planner - Luxury Brand
Planner Job 192 miles from Manlius
Our client, a luxury jewelry brand, is seeking a Demand Planner to join their NY team on a temp basis for 6 months.
Responsibilities:
Create product-level sales forecasts for specific categories and convert data into useful business insights.
Forecast sales by zone for respective categories by leveraging data, feedback from regional partners, and marketplace knowledge.
Ensure that sales forecasts are aligned with higher-level financial strategies.
Develop launch forecasts for novelty product, taking comp sales and cannibalization into account.
Proactively monitor key collection performance, novelty launches, and top styles.
Analyze historical sales, comp styles, and product categories to draw conclusions about trends, productivity, and opportunities.
Engage in solution-based cross-functional communication that ensures business needs are met.
Partner closely with Category Management, Industrial Jewelry Supply, Global Assortment Planning, and Inventory Planning cross functional teams to ensure product strategies, financial objectives, and product delivery goals are achieved.
Collaborate with central merchandising and zone supply chain partners to align on sales forecasts for new launches and product categories.
Participate in Demand Planning meetings with regional Supply Chain teams to share insights and strategies on current and future business.
Assist in the training and development of new hires; share planning knowledge and experience with cross functional groups.
Create clear, concise, and relevant reporting.
Leverage tools such as Excel, Power BI, and PowerPoint to create effective, visually appealing reporting.
Requirements:
Bachelor's degree or equivalent relevant experience.
Minimum 4 to 7 years of planning experience in the luxury/ fashion space.
Strong analytical, technical, verbal, and written communication skills.
Excellent in Microsoft Excel, Power BI, PowerPoint, Teams, and Windows environment with ability to adapt to new software and systems.
Strong interpersonal and diplomatic skills.
Desire to work in a team-oriented and collaborative environment.
Please submit your resume for consideration.
You can use Work Grades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
Associate Planner
Planner Job 192 miles from Manlius
The Associate Planner will support our Planning and Sales teams by providing robust analysis, paying meticulous attention to detail, and ensuring accurate execution for our growing activewear business. They will act as a liaison between the Sales and Planning teams to ensure business needs are being addressed.
Responsibilities:
Assist with sales, inventory, and receipt ladder plans to drive both external and internal annual budgets
Communicate with the customer planner and buyer regarding sales performance and receipt and inventory plans
Analyze product performance and adjust sales plans and product mix recommendations based on those findings
Analyze internal inventory and order reports to determine weekly/monthly product buy quantities, inventory flow, and optimal safety stock levels
Assess production orders by working alongside imports and production teams to track all incoming containers to see if current customer ship windows will be met
Collaborate with the sales representatives each week to ensure the correct SKUs are being ordered by the customer given our business plan and inventory position
Analyze and write manual orders as needed for holiday builds, promotions, or end of product life clean outs
Provide ad hoc analysis to help drive the business forward and/or address issues as they arise
Maintain relationships with stakeholders in all departments including Planning, Sales, and Production
Qualifications:
Bachelor's degree in related field preferred
1-3 years of relevant experience in apparel or related industry
Strong retail math and Excel skills (pivot tables, VLOOKUPs, etc.)
SAP experience a plus
Positive attitude and strong work ethic
Annual salary range starting $75,000
The disclosed salary range is commensurate with experience and does not reflect the total compensation package. Our associates have access to other valuable benefits that our Human Resources team is happy to share with candidates during the interview process.
Financial Planner
Planner Job 203 miles from Manlius
About Us:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Job Description:
Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding 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 you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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 optimum advice for your clients' needs.
Compensation & Benefits
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982 Year 5+ |$306,679 - $726,808 - $1,113,953
Beyond income, you'll also have access to a comprehensive benefits package:
· Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
· Retirement Package and Pension Plan
· Medical, Dental, Vision, Life Insurance and Disability Income Insurance
· 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 sales, athletics, military, client services, or client-facing roles
· Excellent time-management skills
· Desire for continuous learning
Awards and Accolades:
- FORTUNE 111 (FORTUNE 500, 2023)
- One of the “World's Most Admired” companies (FORTUNE Magazine, 2024)
- One of “America's Best Large Employers” (Forbes Magazine, 2023)
- One of “America's Greatest Workplaces for Diversity” (Newsweek, 2023)
- Top 50 Employers (Equal Opportunity Magazine, 2023)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2021)
Event Planner
Planner Job 192 miles from Manlius
A premier event design and production company based in New York City, dedicated to crafting timeless experiences that reinforce prestige, build trust, and exceed expectations. We are seeking a passionate and highly organized Event Planner to lead the planning and execution of world-class events.
Key Responsibilities:
Lead all aspects of event planning and production from concept to execution.
Collaborate with clients to bring their vision to life.
Manage logistics, including venue selection, vendor coordination, timelines, budgets, and contracts.
Work closely with the design team to ensure aesthetic and experiential alignment.
Build and maintain strong industry relationships to ensure high-quality service.
Oversee event logistics, including venue preparation, catering, entertainment, transportation, decor, and marketing materials.
Ensure smooth event execution, from on-site setup to post-event wrap-up.
Establish procedures and train staff to maintain high standards.
Troubleshoot challenges with a solution-oriented mindset.
Stay ahead of industry trends and bring fresh ideas to elevate events.
Qualifications:
3-5 years of event planning experience in a high-end, fast-paced environment.
Bachelor's degree (or equivalent) in event management, hospitality, or a related field.
Experience in marketing or public relations is a plus.
Proficiency with event management software such as EMS or Cvent.
Willingness to travel domestically or internationally as needed.
Skills and Attributes:
Passionate and dedicated to event planning.
Detail-oriented and highly organized.
Collaborative and empathetic team player.
Solution-oriented and adaptable in dynamic environments.
Strong interpersonal and communication skills, with the ability to liaise confidently with clients, vendors, and senior executives.
Excellent multitasking and time management abilities.
Ability to handle pressure and make sound decisions quickly in high-stress situations.
Why Join?
Be part of a company that values creativity, innovation, and pushing boundaries in event design.
Work alongside a passionate, supportive, and highly talented team.
Gain access to a network of top-tier vendors, venues, and industry professionals.
Play a key role in producing some of the most talked-about events in the industry.
Thrive in a work environment that fosters growth, empowerment, and transparency.
Meeting Planner
Planner Job 109 miles from Manlius
AT SITE SOLUTIONS WORLDWIDE-GLOBAL MEETING PLANNING COMPANY
******************************
Immediate Opening
Job title: Meeting Planner
Job objective or overall purpose statement:
Small woman owned global meeting planning company seeks an experienced Full Time Meeting Planner with a minimum of 3 years' experience in full conference planning.
Candidate must be able to competently manage a variety of Clients from all corners of the world. This position entails multitasking in all aspects of meeting planning including: communicating with our clients, speakers, meeting planners and speaker coordinators, registration and exhibitor coordination. Negotiation of contracts within the client's budget is required, Meet & Greet at Airports, Guestroom- Amenities, A/V Needs and Room Setups, F&B Negotiations, Assisting with Scheduling or Agenda, Storage of Information for Future Years, Develop Evaluations. Could include but is not limited to Traveling for Site Visits and/or On-site Management. Exercising their extensive knowledge in problem-solving, strategic planning, communication skills, and budget management to meet and exceed client's objectives and goals.
Summary of the general nature and level of the job: Experienced
Description of the broad function and scope of the position:
Meeting planners coordinate all aspects of professional meetings and events. They choose meeting locations, arrange transportation, and coordinate other details.
List of duties or tasks performed critical to success:
Meet with clients to understand the purpose of the meeting or event
Work with internal teams and communicate all aspects needed to complete all tasks
Plan the scope of the event, including time, location, and cost
Solicit bids from venues and service providers (for example, florists or photographers)
Inspect venues to ensure that they meet the client's requirements
Coordinate event services such as rooms, transportation, and food service
Monitor event activities to ensure the client and event attendees are satisfied
Review event bills and approve payment
Key functional and relational responsibilities:
Communicate with clients, suppliers, and event staff. They must have excellent written and oral communication skills and be able to convey the needs of their clients effectively.
Planners must understand their clients' needs. They must act professionally in a variety of situations, know how to keep an audience engaged, and help participants network with peers.
Establish and maintaining positive relationships with clients and suppliers.
Negotiate service contracts to get good prices for their clients.
Provide high quality meetings by being detail-oriented, able to multitask and meet tight deadlines.
Staff Mentoring
Establishing Timelines in company software
Following Company Guidelines and Procedures
Providing SSW with financial reports based on client billing
Description of the relationships and roles within the company, including supervisory positions, subordinating roles and other working relationships:
Meeting planners are responsible for being client's main contact and overseeing all responsibilities of their client teams and ensuring all tasks are performed in a timely manner and at the client's satisfaction.
Meeting planners are responsible for holding and leading client reviews with internal teams. In the client reviews it is expected to review the tasks that still need to be accomplished and ensure all team members are aware of their roles, responsibilities and deadlines.
Travel is expected based on client needs and approval. Expect to travel from 20-25% of the year.
All positions are expected to participate in cross training of all team positions. This is vital to ensure all teams are on the same page and can step in on an as-needed basis.
Must contain the following skills: attention to detail, follow projects thru to completion, problem solving, organization, cost management, self-starter, deadline driven, team player, the highest degree of ethics, integrity and professionalism. The right candidate must be efficient with computer skills including: internet search engines, shared network files, MS Excel spreadsheets, MS Word documents and MS Outlook.
Office Hours:
Monday-Friday 8am-5pm
Additional compensation is given for the following:
Commission Sales: 10% of first year's income to SSW for new client and bonus for upgrading current clients
On-site Conference Hours: 15% of fee charged to client for days worked on-site
Specific Job/Industry Related Certifications
Brief Benefit Breakdown:
Health + Dental Insurance Provided
401K + Matching
2 weeks' vacation per year (after 6 months in the first year of employment)
16 hours of personal time
40 hours of sick time
Time increases annually.
The following holidays off:
Christmas to New Years company wide week off
Easter/Good Friday/ Passover - 1 day
Memorial Day - 1 day
Independence Day (7/4) 1 day
Labor Day - 1 day
Thanksgiving - 2 days
Floating holidays - 1 day
Birthday - 1 day
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Assistant Media Planner
Planner Job 192 miles from Manlius
Responsible for assisting the team with planning, buying and overseeing plan execution that translates the clients' advertising objectives into overarching media strategies. This position will work closely alongside the Media Planner and Senior Planner/Supervisors.
Essential Functions:
• Assist team with negotiations with sites for interactive proposals to obtain the best plans possible for the agency.
• Utilize planning tools such as ComScore, MRI, Vivvix and other resources to formulate relevant plans for clients.
• Create decks for media recommendations that thoroughly and clearly explain/showcase recommendations.
• Keep abreast of current trends and the latest technological advances in research and media.
• Trafficking creative across all clients to media partners.
Monitor all live media campaigns daily to ensure everything is running smoothly.
• Oversee and produce reports for client campaigns based on set reporting cadence.
• Work with team members to assist on POV's to evaluate various opportunities for clients.
• Responsible for working with Planner/Supervisor to keep up to date billing charts and working with the billing department to ensure all bills are paid.
• Understanding of YouTube to assist in optimizations/monitoring.
• Understanding of TikTok and Facebook to help in the execution and optimization processes. Other paid experience with social platforms a plus.
Organizational Relationships
Position Reports to the Associate Media Director
Qualification & Skills
Bachelor's degree is preferred
Discipline Specific Skills
• Education or background in marketing/advertising including but not limited to digital media, traditional media, or social media.
• Exceptional written, verbal and negotiation skills with the ability to communicate with all levels of employees and attention to detail and follow-through skills.
Strong organizational skills and ability to adapt and juggle multiple projects.
Strong collaborator working in a team environment.
A desire to learn.
• Required skills include vendor negotiations, reporting and presentation to both internal teams and sometimes clients.
• Experience on Higher Education, B2B, Financial or Gaming a plus.
• Familiar with various forms of digital pricing models (CPM, CPC, CPV, CPA, CPCV, etc.) is a plus.
• Knowledge and understanding of tools and resources such as ComScore, MRI, Vivvix, eMarketer, a plus.
• Ability to use third-party ad servers to traffic media campaigns and pull reports, experience with DCM ideal.
• Proficient in PowerPoint, Excel, Word, and Google Suite (Docs, Sheets, Slides, etc.
Salary $55-60K
Media Planner
Planner Job 192 miles from Manlius
Develop and maintain media plans.
Assist Senior Media Planner in devising strategy for brands.
Review and update purchase orders within the execution framework.
To ensure that all campaign efficiencies are achieved by analyzing campaigns, and recommending tactical changes to maximize campaign performance.
Interacting with media suppliers to work on upcoming opportunities.
Prepare and update media reports for internal and external stakeholders (i.e. post buys, droppage reconciliation, PIBs, double spotting, SOV Tracker).
Present plans both internally and externally.
Monitor client billing.
Supervise with the Assistant Media Planner in creating, updating, and executing media plans.
Assist Senior Planner's in preparing quarterly, semi-annually & yearly reviews.
Assist Senior Planner's to work with cross function departments/teams as part of the media management process.
Respond to client day to day requests.
What you need to bring:
Must have strong organizational and numeracy skills
Flexibility and able to work under pressure.
Proficient in MS Excel.
Respect hierarchy and follow a complete chain for assignments.
Excellent personal/organizational management.
Able to set and meet multiple demands within challenging deadlines.
Excellent interpersonal skills - ability to communicate effectively at all levels, internally/externally, formally & informally.
Electric Distribution Planner I
Planner Job 9 miles from Manlius
WHY CHA? Finding a better way. At CHA, we believe in the power of clean water, resilient energy, safer roads, and structures that harmoniously blend with their surroundings. We create solutions. We help People. We improve our world. At CHA, we embed ourselves in our communities - and take pride in improving things where we live. At the foundation is a commitment to inclusion and diversity and choosing to treat everyone with dignity and respect. We also take accountability for making decisions that promote sustainability in our business and our designs. We are on a mission to reduce our environmental footprint and bring greener solutions to our clients. We are responsibly creating a more sustainable future in ways that we can all see and touch. Together. Every day.
CHA Consulting, Inc. is currently seeking an Electric Distribution Planner I to join our Power & Manufacturing - Electric Distribution Team at our Syracuse, NY or Rochester, NY office.
YOUR IMPACT
CHA's distribution design engineers have the deep experience and skillset to plan, design, and permit sustainable electric distribution infrastructure and all types of utility distribution systems. To realize the dependable, cost-effective interconnection of overhead and underground assets, we visualize, analyze and optimize how the system functions with itself and outside systems, and improve energy delivery and grid resilience.
The Electric Distribution Planner role at CHA is a unique opportunity for tech-savvy individuals who enjoy working independently in a variety of different environments. In this role, analysts will regularly travel to client field locations to gather data using state of the art equipment. The right candidate will be a motivated self-starter who enjoys learning, is comfortable using technology, and can manage their time appropriately. Take your passion for client service, travel, and technology outdoors and join our Electric Distribution Team today!
At CHA, you can build a career and find your passion across our diverse business lines and project teams. Being part of CHA means being part of a team of talented professionals, where you'll find support for your career growth and the opportunity to impact our industry and our communities. Find your "why" at CHA!
REQUIREMENTS
* High School diploma required, Associate degree in a related field preferred
* No experience is required; however, prior internship(s) and/or applicable coursework preferred
* Experience with power distribution is preferred
* Proficiency in Microsoft Office Suite is required
* Knowledge of ArcGIS is a plus
* Must have ability to learn Work Management systems, AutoCAD, and SAP
* Ability to perform field work, including work/stand for long periods of time in various weather conditions
* Valid driver's license required
* Ability to travel as needed
SALARY RANGE:
$26.44 - $31.00
Salary is based on a variety of factors, including, but not limited to, qualifications, experience, education, licenses, specialty, training, and fair market evaluation based on industry standards.
CULTURE/EEO STATEMENT
At CHA, we work every day to create solutions, help people, and improve our world, committed to creating and fostering excellence in our diverse and highly talented teams. Our teams continually strive to find better ways - always searching, never settling - to achieve extraordinary results. Our values around hiring, training, and community engagement reflect a company culture that is inclusive and forward leaning, always pushing the limits of what is possible.
We as an organization celebrate the values of inclusion and equality, and advocate for the full participation of all people in an environment free of discrimination. To support these values, we invite all qualified applicants to be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
Supply Support / Purchasing Specialist in Canton NY
Planner Job 13 miles from Manlius
Under general supervision, fulfills customer orders accurately and in a timely manner to ensure customer satisfaction: primary contribution is processing orders for customers and selling Motion Industries' assets. This position works more than 50% of the time at the customer location.
JOB DUTIES
Orders items to ensure appropriate inventory levels are maintained for Consignment customers.
Responsible for sourcing products in branch inventory, Distribution Center inventory or supplier inventory.
Ensures identification and sale of Motion Industries' assets. In some cases may have to locate a product.
Influences Motion Industries' Gross Profit through negotiating the sale price and purchase price, within certain parameters.
Proactively generates sales by actively promoting Motion Industries' products to existing customers.
Expedites backorders. May pull inventory and prepare order for shipment to customer.
May handle customer returns. May place orders without approval for orders up to $5,000 per line and $10,000 per Purchase Order.
May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries.
Minimizes Branch freight cost by determining the most cost effective method to fulfill customer orders.
Routinely interacts with customers to obtain and fulfills orders correctly. Interacts with suppliers as necessary to obtain pricing for items.
Partners with Account Representatives to ensure customer satisfaction.
May assist customer by troubleshooting via telephone or email and identifying correct part.
Attends training sessions regularly to continue professional growth and development.
Performs other duties as assigned.
Responds to customer inquiries, provides quotes and takes customer orders via telephone, fax, email, electronic methods or walk-in (counter sales).
EDUCATION & EXPERIENCE
Typically requires a high school diploma or GED.
KNOWLEDGE, SKILLS, ABILITIES
Customer service and communication skills required. Ability to multi-task and time management skills required.
Moderate computer skills, including information processing, communicating internally and externally via email, using business systems and searching capabilities to find products on the internet.
Good driving record required.
Reliability, organization, and attention to detail required.
PHYSICAL DEMANDS:
LICENSES & CERTIFICATIONS: None required.
SUPERVISORY RESPONSIBILITY: No Supervisory Responsibility
BUDGET RESPONSIBILITY: No
COMPANY INFORMATION:
Motion Industries offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay.
Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest!
GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
Financial Planner Constantia
Planner Job 18 miles from Manlius
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Adviser Business
* Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
* Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
* Revenue generation (Single and recurring premiums)
* Activity quotas
* Promote the Sanlam brand
* Treating customers fairly to be applied to all client engagements
* Role is aligned to your personal career aspirations
2. Networking, prospecting and leads generation
* Face to face interactions, social or business, to create business opportunities.
* Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
* Turning trusted relationships into business relationships.
* Strengthening existing relationships by increasing the current service.
* Use existing sources to establish opportunities across Sanlam businesses.
* Personalised client value propositions.
* Marketing on social media.
* Undertake selected client focused activities to generate leads and informal prospecting opportunities.
* Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
* Structuring and implementing focused campaigns with new or existing clients in the defined market.
* Requesting active and ongoing leads and referrals from others.
* Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
3. Client consultations and sales
* Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
* Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
* Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clientââ â¢s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
* Provide sound personal financial planning advice.
* Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
* Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
* Use relevant processes and system tools to capture analysis information and update records accordingly.
* Review clientââ â¢s portfolio annually by undertaking the above steps.
4. Client Service
* Ensure all client interactions are ethical, courteous and professional.
* Follow-up or refer all existing business queries to be resolved timeously through ââ Ëback-officeââ ⢠support.
* Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
* Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
* Initiate long term client relationships and maintain a relational focus.
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
* Number and profile of contacts, appointments, consultations.
* Issued business and revenue against targets.
* Update client details on records.
* Appropriate workflow and activity monitor system entries.
Qualification and Experience
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal Attributes
Communicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - Contributing independently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.
Core Competencies
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.