Assistant Manager, HRBP

Senior Software Engineer 2 (Ruby on Rails) | Klara

Senior Software Engineer 2

Logistics Supervisor

Logistics Analyst

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Financial Advisor

Senior Financial Advisor

Responsibilities: Talent Acquisition &amp; Onboarding: <ul><li>Coordinate end-to-end technician hiring logistics, including assessment day scheduling, candidate communication, medical checks, and offer documentation.</li><li>Execute onboarding activities for new technicians by preparing onboarding packs, coordinating induction schedules, and tracking completion of documentation (EPF, SOCSO, tax forms, uniform issuance).</li><li>Maintain and update TA trackers and dashboards, including time-to-fill, offer acceptance rates, and onboarding completion.</li><li>Support salaried recruitment coordination as needed, including interview scheduling, candidate communication, and documentation.</li></ul> Communication &amp; Engagement: <ul><li>Execute plant-wide communication and engagement activities, including town halls, floor walks, and recognition programs (certificates, gifts, and communications).</li><li>Support employee engagement survey administration by distributing surveys, tracking participation rates, consolidating feedback, and supporting action-planning sessions.</li><li>Maintain engagement trackers and ensure timely follow-up on action items.</li></ul> Employee Lifecycle Management: <ul><li>Manage HR administration across the full employee lifecycle, including new hire documentation, probation tracking, contract renewals, transfers, promotions, and exit documentation.</li><li>Coordinate employee exit processes, including clearance forms, exit interviews, and final settlement coordination with HR Operations.</li><li>Maintain accurate employee records and ensure HRIS data integrity, including updates in SuccessFactors.</li></ul> People Analytics &amp; Reporting: <ul><li>Maintain core HR dashboards covering attrition, time-to-fill, onboarding completion, and probation status.</li><li>Prepare weekly and monthly HR review decks for leadership.</li><li>Support ad hoc HR data requests and analysis.</li></ul> General HR: <ul><li>Respond to employee queries related to HR policies, benefits, leave balances, and HR processes.</li><li>Maintain HR notice boards and plant HR communication materials, ensuring information accessibility and accuracy.</li><li>Support HR audits (ERSA and internal compliance checks) by preparing required documentation and tracking closure of audit findings.</li></ul> Requirements: <ul><li>4–6 years of HR experience, preferably in manufacturing, FMCG, or large-scale frontline environments.</li><li>Strong foundation in HR operations, talent acquisition coordination, onboarding, and employee lifecycle management.</li><li>Hands-on experience with HRIS systems such as SAP, SuccessFactors, or similar platforms.</li><li>Strong data management and reporting capabilities.</li><li>Proficiency in Microsoft Excel (pivot tables, VLOOKUP, dashboards) and Microsoft PowerPoint.</li><li>High attention to detail with strong organizational and multitasking skills.</li><li>Ability to operate effectively in a fast-paced, high-volume environment with shifting priorities.</li><li>Process-oriented mindset with a focus on continuous improvement and simplification.</li><li>Diploma or Bachelor’s degree in Human Resource Management, Business Administration, or a related discipline.</li></ul>

Responsibilities: <ul><li>Design, build, and maintain scalable backend systems using Ruby on Rails, ensuring reliability, performance, and an exceptional user experience.</li><li>Collaborate closely with Product and Design teams to translate customer needs into high-impact technical solutions, balancing simplicity with scalability.</li><li>Define and communicate clear technical specifications by breaking down complex requirements into actionable, well-structured implementation plans.</li><li>Uphold engineering excellence through test-driven development (TDD), comprehensive integration testing, and disciplined API design and management.</li><li>Optimize data storage and messaging systems, including PostgreSQL, NoSQL databases, and RabbitMQ, to ensure system efficiency and stability.</li><li>Mentor and support fellow engineers through pairing, knowledge sharing, and leading refactoring initiatives to continuously raise team-wide technical standards.</li></ul> Requirements: <ul><li>Technical Depth: A degree in Computer Science (or equivalent experience) and 3+ years of professional mastery in Ruby and its frameworks (Rails, Grape, or Sinatra).&nbsp;</li><li>A Quality Mindset: A strong TDD advocate who lives and breathes RSpec.&nbsp;</li><li>Systems Thinking: Deep experience with relational databases and message-driven architectures. You understand how parts of a system talk to one another.&nbsp;</li><li>Growth Mindset: A drive to learn and take ownership. You dont wait for permission to make things better.&nbsp;</li><li>Effective Communication: The ability to influence technical decisions and explain "the why" to both technical and non-technical stakeholders.</li></ul>

Responsibilities:&nbsp; <ul><li>Lead and own the architectural design of the cloud platform, ensuring solutions align with scalability requirements and long-term business objectives.</li><li>Define and execute the technical roadmap in collaboration with cross-functional stakeholders to advance the product vision.</li><li>Translate complex business requirements into clear technical specifications, actionable milestones, and high-quality deliverables.</li><li>Drive engineering excellence by proactively managing functional and non-functional requirements, and initiating corrective action when outcomes diverge from expectations.</li><li>Mentor and develop engineers through structured design, code, and operational reviews, fostering a culture of continuous improvement and technical rigor.</li></ul> Requirements: <ul><li>Experience: 10+ years of software development experience, with at least 3+ years in a technical leadership role.&nbsp;</li><li>Education: Bachelor’s or Master’s degree in Computer Science or a related field.&nbsp;</li><li>Deep Technical Expertise: Extensive mastery of Java, Spring Boot, and SQL.&nbsp;</li><li>Cloud &amp; Distributed Systems: Proven experience designing and operating modern cloud-native, fault-tolerant distributed services (preferably on AWS).&nbsp;</li><li>Architecture: Solid understanding of Microservices and REST API standards.&nbsp;</li><li>Quality Focus: Strong experience in writing Unit and API tests to ensure platform stability.&nbsp;</li><li>Soft Skills: Exceptional strategic thinking and the ability to communicate technical concepts to non-technical stakeholders.</li></ul>

Responsibilities: Team Leadership and Management <ul><li>Lead and supervise logistics and Imports/Exports teams, providing guidance, training, and support to ensure efficient execution of all logistics activities.</li><li>Foster a positive team culture that promotes collaboration, continuous learning, and operational excellence.</li></ul> Shipment and Freight Coordination <ul><li>Oversee the scheduling and coordination of inbound and outbound shipments to meet production and customer requirements.</li><li>Coordinate international shipments from all regions to Latin America, maintaining close communication with service providers to track orders and ensure service level compliance.</li></ul> Warehouse and Plant Operations <ul><li>Manage warehouse and plant logistics operations to ensure efficient material flow and optimal inventory handling.</li><li>Monitor and control distribution and logistics-related costs.</li></ul> Cross-functional Collaboration and Project Management <ul><li>Collaborate with cross-functional teams to develop and implement logistics strategies aligned with organizational objectives.</li><li>Coordinate supply chain projects and/or lead logistics team members in managing regional initiatives within the LAR region.</li><li>Work closely with internal stakeholders, external partners, and regulatory authorities to ensure project objectives are achieved, including but not limited to:</li><li>New Resale Operations: Assess feasibility and support implementation, ensuring supply chain efficiency and regulatory compliance.</li><li>Transportation Mode Expansion: Evaluate alternative transportation modes (e.g., cabotage) to optimize routes and reduce costs.</li><li>Warehousing Projects: Support the establishment and management of warehouses, ensuring compliance with regulations and efficient storage and distribution.</li><li>Market Analysis: Conduct research to identify logistics trends, opportunities, and potential partnerships.</li><li>Project Planning: Develop project plans, budgets, and timelines, ensuring effective execution.</li><li>Risk Assessment: Identify potential risks and propose mitigation strategies.</li><li>Documentation and Compliance: Ensure all permits, licenses, and documentation are obtained and maintained in line with regional and international regulations.</li><li>Reporting and Evaluation: Monitor project progress, report results, and evaluate business impact on logistics and supply chain operations.</li></ul> Compliance and Safety <ul><li>Manage the Imports/Exports team responsible for customs clearance, international transportation, and trade documentation.</li><li>Collaborate with external customs brokers to ensure accurate and timely submission of documentation.</li><li>Ensure full compliance with regulatory, trade, and company standards.</li><li>Support internal and external audits by providing accurate and timely information.</li><li>Promote safety by ensuring compliance with all applicable safety standards and legal requirements.</li></ul> Supplier and Service Provider Management <ul><li>Maintain regular communication with logistics suppliers and service providers.</li><li>Review supplier performance, investigate and resolve shipment-related issues, and ensure timely and reliable deliveries.</li></ul> Cost Control and Reporting <ul><li>Prepare and analyze logistics and trade-related reports, providing insights and recommendations to senior management.</li><li>Utilize data analytics and predictive tools to optimize logistics operations strategically.</li><li>Manage logistics process documentation and flowcharts with a focus on continuous improvement, productivity, and cost efficiency.</li></ul> Requirements: <ul><li>Bachelor’s degree in Supply Chain Management, Business, Engineering, or a related field (preferred).</li><li>Solid experience in logistics and/or other supply chain functions, including a minimum of 3 years in a leadership role.</li><li>Strong knowledge of customs regulations and logistics operations, including transportation, distribution, and warehousing.</li><li>Proven experience in global logistics operations, international trade, or supply chain management.</li><li>Excellent communication and interpersonal skills to work effectively with internal teams, external partners, and government authorities.</li><li>Strong analytical skills with the ability to interpret data, identify trends, and make informed decisions.</li><li>Proficiency in ERP systems (e.g., SAP) for logistics and trade management.</li><li>Detail-oriented mindset with a strong focus on accuracy and compliance.</li><li>Demonstrated problem-solving abilities to address operational challenges and implement effective solutions.</li><li>Professional certifications such as Six Sigma (Green or Black Belt), ISO 9001, Lean Management, APICS CSCP, or PMP are desirable.</li><li>Fluency in Portuguese and English is required; proficiency in Spanish is an advantage.</li></ul>

Responsibilities: Transportation Management <ul><li>Schedule and coordinate inbound and outbound transportation activities.</li><li>Monitor transportation providers’ performance to ensure on-time and cost-effective deliveries.</li><li>Optimize routing and logistics strategies to minimize transportation costs and improve efficiency.</li></ul> Warehouse Communication <ul><li>Maintain regular communication with warehouse teams to ensure timely receipt, storage, and dispatch of materials.</li><li>Conduct audits and inventory reviews to ensure accuracy and compliance.</li><li>Collaborate with warehouse teams to resolve discrepancies, delays, or operational issues.</li></ul> Material Handling <ul><li>Oversee the receipt, inspection, and verification of materials.</li><li>Coordinate proper storage, handling, and retrieval of materials.</li><li>Ensure compliance with safety, quality, and operational standards.</li></ul> Billing and Invoicing <ul><li>Manage logistics-related billing processes, ensuring invoice accuracy and completeness.</li><li>Investigate and resolve billing discrepancies with suppliers and service providers.</li><li>Maintain accurate records of invoices, payments, and related documentation.</li></ul> Customer Complaint Resolution <ul><li>Address customer complaints related to logistics and supply chain operations in a timely and professional manner.</li><li>Conduct root cause analysis and implement corrective and preventive actions.</li><li>Collaborate with customer service and internal teams to ensure customer satisfaction.</li></ul> Automation Processes <ul><li>Develop and implement automation solutions, including macros, robots, and custom code, to improve logistics and supply chain processes.</li><li>Identify opportunities for automation, process optimization, and efficiency improvements.</li><li>Collaborate with cross-functional teams to integrate automation solutions across systems and operations.</li></ul> Dashboard Development and Maintenance <ul><li>Design, develop, and maintain dashboards using tools such as Power BI and Power Automate to track key performance indicators (KPIs).</li><li>Ensure data accuracy, consistency, and relevance in reports and dashboards.</li><li>Work with stakeholders to gather requirements and support data-driven decision-making.</li></ul> Safety and Compliance <ul><li>Respond to internal and external audits, ensuring accurate and timely compliance reporting.</li><li>Ensure adherence to company policies, local regulations, and international standards related to transportation and storage.</li><li>Promote and maintain compliance with all applicable safety, legal, and regulatory requirements.</li></ul> Business Development and Project Coordination <ul><li>Participate in and coordinate regional strategic business development initiatives, including but not limited to:</li><li>New Resale Operations: Assess feasibility and support implementation of new resale operations in collaboration with cross-functional teams.</li><li>Transportation Mode Expansion: Evaluate alternative transportation modes, such as cabotage, to improve efficiency and reduce costs.</li><li>Warehouse Operations: Support the establishment and management of warehouses, ensuring regulatory compliance and operational efficiency.</li><li>Market Analysis: Conduct market research to identify trends, opportunities, and potential partnerships aligned with supply chain growth objectives.</li><li>Project Planning: Develop project plans, budgets, timelines, and track execution with key stakeholders.</li><li>Risk Assessment: Identify risks associated with new initiatives and propose mitigation strategies.</li><li>Documentation and Compliance: Ensure all required permits, licenses, and regulatory documentation are obtained and maintained.</li><li>Stakeholder Collaboration: Work with internal teams, external partners, and government agencies to facilitate approvals and successful implementation.</li><li>Reporting and Evaluation: Monitor, report, and evaluate project performance and its impact on logistics and supply chain operations.</li></ul>&nbsp;Requirements: Qualifications <ul><li>Bachelor’s degree in Logistics, Engineering, Supply Chain Management, or a related field (preferred).</li><li>Proven experience in logistics, transportation, or supply chain operations.</li><li>Strong analytical, problem-solving, and organizational skills.</li><li>Excellent communication and interpersonal abilities.</li><li>Knowledge of quality management systems and standards (ISO 9000, ISO 14000, IATF, etc.).</li><li>Proficiency in logistics systems and Microsoft Office applications.</li><li>Hands-on experience with automation tools, macros, custom code, and dashboard development using Power BI and Power Automate.</li><li>Ability to work in a fast-paced environment and manage multiple priorities effectively.</li><li>Supply chain certifications (CSCP, CPSM, or similar) are an advantage.</li><li>Fluency in Portuguese and English is required; Spanish proficiency is a plus</li></ul>

Role Description: <ul><li>Follow demand and capacity analysis, production control, and inventory control of main projects to meet the production, delivery demand, and cost, schedule requirements within the managers direction.</li></ul> Responsibilities: Production control&nbsp; <ul><li>Review resource allocation weekly and production plan monthly and monitor daily output.</li><li>Oversee material supply and ensure smooth production and avoid downtime</li></ul> Delivery performance <ul><li>Review the backlog and analyze the root cause of past due orders; oversee abnormal production status.</li><li>Prepare the related material and initiate the meeting to facilitate the department responsible for solving the issues.</li><li>Communicate with the sales office or other client entities in solving order change issues.</li></ul> Inventory control&nbsp; <ul><li>Checking and analyzing the inventory of raw material, components, and finished goods based on MPS.</li><li>Update MRP to component planner &amp; suppliers</li><li>Review the open purchasing affiliates order and take necessary action. (pull in, pull out, or cancellation); and update the new schedule of open purchasing orders to suppliers and deal with demand/capacity or current production/quality status to ensure smooth production and cost effectiveness.</li></ul> NG(no good) inventory clearance <ul><li>Follow up on block inventory and push owners to solve issues</li><li>Follow RMA closely on time</li></ul> LT reduction&nbsp; <ul><li>Capacity and demand analysis to ensure the LT will be reduced gradually.</li><li>Ensure the LT in SAP is accurate and stable.</li></ul> PO management <ul><li>Create and release PO based on aligned MPS</li><li>Communicate with the operation to ensure PO can be managed timely and accurate manner.</li></ul> Demand &amp; Capacity Analysis <ul><li>Communicate with customers and the global demand team.</li><li>Evaluate demand and capacity status from IBP.</li><li>Review the existing, new project, and migration project schedule to conduct effective control on demand and capacity and ensure resources can be available just in time.</li></ul> MPS (Master Production Schedule) &amp; MRP (Material Requirement Planning)&nbsp; <ul><li>Make MPS based on demand, capacity, stock policy, and material supply status.</li><li>Arrange incoming material and production based on MPS EHS</li><li>Attend EHS training, familiar with the companys emergency response plan.</li><li>Actively participate in and complete the department EHS target.</li></ul> Requirements: <ul><li>Bachelors degree.</li><li>5+ years of planning and working experience in electronics.</li></ul> Key Competencies&nbsp; <ul><li>Good Computer/office software skills, familiar with SAP, strong data processing and analysis.</li><li>Communication skills.</li><li>Open-minded.</li><li>Pressure management skills.</li><li>Teamwork.</li><li>Agility in handling emergencies and deadlines.</li><li>Patience.</li></ul>

Responsibilities: Project Leadership &amp; Execution <ul><li>Lead multiple medium- to high-complexity New Product Development projects with full end-to-end ownership.</li><li>Demonstrate strong cross-functional leadership across global and multicultural teams.</li><li>Promote a diverse and inclusive workplace by recognizing and valuing individual differences and perspectives.</li></ul> Stakeholder &amp; Communication Management <ul><li>Identify stakeholder expectations and establish effective communication cadences.</li><li>Develop and execute the Project Communication Plan.</li><li>Lead periodic management-level project reviews.</li><li>Report project progress, risks, and issues to leadership and stakeholders.</li></ul> Financial &amp; Economic Management <ul><li>Manage project capital, expense, and resource expenditures to meet financial targets.</li><li>Support economic analysis, including alternatives evaluation, variance analysis, and cost calculations.</li><li>Track and report project progress and product costs.</li></ul> Planning, Risk &amp; Change Management <ul><li>Develop detailed project schedules, resource plans, and budget forecasts.</li><li>Execute integrated change management and control processes.</li><li>Perform effective project risk management, including creation, monitoring, and mitigation of risks.</li><li>Identify, address, and resolve project issues and impediments proactively.</li></ul> Continuous Improvement &amp; Collaboration <ul><li>Drive continuous improvement of existing project processes and implementation of new project components.</li><li>Coordinate internal resources across departments to ensure projects are delivered on time, on cost, and on quality.</li><li>Collaborate with cross-functional teams for problem-solving and brainstorming initiatives.</li></ul> Requirements: Education &amp; Critical Experience <ul><li>Bachelor’s degree in Engineering with 12–15 years of professional experience</li><li>Master’s degree in Engineering with 10–12 years of professional experience.</li><li>5–6 years of project management experience in industrial product or hardware .development environments.</li><li>Proven experience managing distributed and multicultural teams.</li></ul> Competencies Must Have <ul><li>In-depth understanding of Toll Gate / Stage Gate product development processes.</li><li>Strong experience in project management strategy and execution.</li><li>Extensive experience in stakeholder and requirements management.</li><li>Exposure to manufacturing processes such as molding, stamping, and plating.</li><li>Excellent verbal and written English communication skills with the ability to communicate .globally at all organizational levels.</li><li>Proven expertise in project planning, execution, and delivery.</li><li>Strong leadership skills to drive collaboration, accountability, and results.</li><li>Ability to develop and manage communication plans and responsibility (RACI) matrices.</li><li>Proficiency in Microsoft Project.</li><li>Proficiency in MS Office tools (Excel, Word, PowerPoint).</li><li>Experience with project ROI analysis (NPV, IRR, Payback Period).</li></ul> Preferred <ul><li>Exposure to regulatory approval processes (UL, CSA, CQC, VDE, etc.).</li><li>Experience in the terminal and connector industry.</li><li>Exposure to Agile Project Management methodologies.</li><li>PMP certification or equivalent project management credentials.</li></ul>

Responsibilities: Project Leadership &amp; Execution <ul><li>Lead and manage 2–3 complex product development projects from initiation through launch.</li><li>Ensure projects align with approved project charters, internal processes, and customer expectations.</li><li>Provide strong leadership to cross-functional and geographically distributed teams.</li><li>Drive a diverse and inclusive workplace, recognizing and valuing individual differences and perspectives.</li></ul> Stakeholder Management <ul><li>Identify, engage, and manage internal and external stakeholders.</li><li>Establish and maintain regular communication cadences to ensure transparency and alignment.</li></ul> Financial &amp; Cost Management <ul><li>Manage project capital, operating expenses, and resource allocations.</li><li>Ensure adherence to project budgets and achievement of financial targets.</li><li>Support economic and financial analyses, including alternatives evaluation, variance analysis, and cost calculations.</li></ul> Risk &amp; Change Management <ul><li>Develop, monitor, and control comprehensive project risk management plans.</li><li>Execute integrated change management and control processes to manage scope, cost, and schedule changes.</li></ul> Planning &amp; Reporting <ul><li>Develop detailed project schedules, resource plans, and budget forecasts.</li><li>Track, monitor, and report project progress, timelines, and product costs.</li><li>Lead management-level project reviews and provide regular status updates.</li></ul> Continuous Improvement <ul><li>Proactively identify and resolve project issues and impediments.</li><li>Drive continuous improvement initiatives and implement new project components, tools, and processes.</li><li>Collaborate with cross-functional teams (CFTs) to support problem-solving and brainstorming activities.</li></ul> Education &amp; Critical Experience <ul><li>Bachelor’s or Master’s degree in Engineering.</li><li>15–18 years of total professional experience.</li><li>Minimum of 8 years of project management experience in industrial product or hardware development.</li><li>Proven experience managing distributed and multicultural teams.</li></ul> Requirements: Core Competencies Must Have <ul><li>In-depth knowledge of Toll Gate / Stage Gate product development processes.</li><li>Strong expertise in project management methodologies and execution.</li><li>Demonstrated leadership in team management, performance management, mentoring, and talent development.</li><li>Extensive experience in stakeholder and requirements management.</li><li>Exposure to manufacturing processes such as molding, stamping, and plating.</li><li>Excellent English communication skills (verbal and written) with the ability to communicate at all organizational levels globally.</li><li>Strong background in project planning, execution, and risk management.</li><li>Proven ability to collaborate across functions and drive results.</li><li>Ability to develop and manage communication plans and RACI matrices.</li><li>Proficiency in Microsoft Project and MS Office tools (Excel, Word, PowerPoint).</li><li>Experience conducting project ROI analysis (NPV, IRR, Payback Period).</li><li>PMP or equivalent project management certification.</li></ul> Preferred <ul><li>Exposure to regulatory approval processes (UL, CSA, CQC, VDE, etc.).</li><li>Experience in the terminal and connector industry or related product domains.</li><li>Familiarity with Agile project management methodologies.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.</li><li>Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.</li><li>Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.</li><li>Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.</li><li>Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate.</li><li>Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.</li><li>May assist in identifying opportunities for improvement to present to managers for consideration.</li><li>Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.</li><li>Has a basic understanding of how to determine a clients appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.</li><li>Escalates potential issues to more senior staff.</li></ul> Requirements: <ul><li>Bachelors degree or the equivalent combination of education and relevant experience AND&nbsp;</li><li>2+ years of total relevant work experience.&nbsp;</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills.</li></ul>

Role Description: <ul><li>As an advisor, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.</li><li>Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.</li></ul> Responsibilities: <ul><li>Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.</li><li>Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.</li><li>Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.</li><li>Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.</li><li>Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.</li><li>May assist with development and implementation within the department.</li><li>Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.</li><li>Works directly with less experienced peers to determine the best approach in rectifying a clients dissatisfaction.</li><li>Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff.</li><li>In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating. performance.</li></ul> Requirements:&nbsp; <ul><li>Bachelors degree or the equivalent combination of education and relevant experience.</li><li>5+ years of total relevant work experience.</li><li>Previous success in building relationships, uncovering needs, and recommending solutions.&nbsp;&nbsp;</li><li>Demonstrated organizational skills.&nbsp;</li><li>Strong written and verbal communication skills&nbsp;</li></ul>

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92 action plans Jobs found

Assistant Manager, HRBP

Senior Software Engineer 2 (Ruby on Rails) | Klara

Senior Software Engineer 2

Logistics Supervisor

Logistics Analyst

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Financial Advisor

Senior Financial Advisor

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92 action plans Jobs found

Assistant Manager, HRBP

Senior Software Engineer 2 (Ruby on Rails) | Klara

Senior Software Engineer 2

Logistics Supervisor

Logistics Analyst

Supply Chain Analyst II

Staff Project Manager Engineer

Principal Project Manager Engineer

Financial Advisor

Senior Financial Advisor

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