Financial Planner jobs in United States

• Full-time

What We Do WITH Employers

We offer Permanent and Executive Search staffing. Serving a broad spectrum of industries and have candidates that are qualified in their fields. We are able to meet the most diverse staffing requirements. All our consultants have been in your corporate hiring shoes with a mix of agency background. Exceptional recruiters always find the right "fit" regardless of the role they are working on.

Our qualified candidates assume positions covering a wide range of employment areas: Office Administration, Accounting, Engineering, Finance, Customer Service, Call Centre, Human Resources, Information Technology, Sales & Marketing, Logistics, Pharmaceutical, Medical, Legal, Bilingual Services, Retail and Management & Executive Search.

Job description

CLIENT has established a global team of retail thought leaders and experts in the areas of Multi Channel Retailing, eCommerce, Customer Analytics and Merchandising. The focus of this team, the Retail Center of Competency, is developing solutions and transformational programs for retailers on customer-centric journeys across the globe.

The role of the Sr. Managing Consultant will be to assist in driving consulting sales in the areas of: Retail Multi Channel, eCommerce, Order Management and Merchandising across technology, process and strategic change initiatives to CLIENT's large-scale Retail clients in the US and globally.

• Project Profiles: Demonstrated support across all phases of large, complex engagements, including functional, international or cross-organizational teams. Can provide support and oversight to multiple engagements at one time.
• Sales & Proposal Management: Assists in establishing project vision and objectives with the client. Assists the proposal team through the development of the project scope and approach to solution client issues. Understands and abides by the quality assurance guidelines. Can assist and/or draft and review responses to Requests for Information (RFI), responses to Requests for Proposal (RFP), CLIENT contracts, and CLIENT Statements of Work.
• Project Delivery Tasks: Assisting with the client sale and early stages of client delivery, ensuring transition from sales to delivery team. Will assist or lead work sessions and deliverable presentations with client CxO members. Identifies and secures new and follow on work with clients.
• Knowledge Management: Ensures the use and collection of intellectual capital on the engagement.
• People Management: Mentors junior consultants on the proposal team, manager and other junior delivery consultants as appropriate.
• Relationship Management: Develops relationships with client executives at CxO level. Strong executive presence with the ability to establish credibility in first client meeting.
• Competency: Recognized as an expert in their competency and/or specific offerings.
• Retail Community: Participates in and/or is responsible for the creation, harvesting, protection and reuse of CLIENT's intellectual capital. Participates actively in and in some cases leads knowledge sharing activities like communities of practice, forums, conferences and/or other knowledge exchanges.
• This position may require frequent international travel.
• It is also expected that new hires live within a reasonable commuting distance (generally 50 mi or less) of the following cities: Atlanta, GA; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Columbus, OH; Cleveland, OH; Dallas, TX; Denver, CO; Detroit, MI; Hartford, CT; Houston, TX; Kansas City, MO; Los Angeles, CA; Miami, FL; Minneapolis, MN; New York City, NY and surrounding areas; Philadelphia, PA; San Francisco, CA; Tulsa, OK; and Washington, DC. Exceptions may be considered.

Required

• High School Diploma/GED
• At least 4 years experience in functional domain from roles held within retail organizations particularly in one or more of these areas, eCommerce, Marketing, Merchandising
• At least 3 years experience in retail merchandising systems and/or strategy solution transformation engagements involving process and technology initiatives in retail
• Readiness to travel Up to 3 days a week (home on weekends-based on project requirements)

Preferred

• Master's Degree
• At least 8 years experience in functional domain from roles held within retail organizations particularly in one or more of these areas, eCommerce, Marketing, Merchandising
• At least 2 years experience in a consulting firm or professional services firm, with specific consulting and delivery responsibility.
• At least 8 years experience in retail merchandising systems and/or strategy solution transformation engagements involving process and technology initiatives in retail
• At least 2 years experience in eCommerce/Smarter Commerce

Additional information

CLIENT is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

No Phone Calls/Emails etc please those chosen for an interview will be contacted.

We look forward to receiving your application! All your information will be kept confidential according to EEO guidelines.