Transportation Planner 2 (Wine Industry Logistics)
Planner Job 16 miles from Bensenville
Onsite, 5 days
Why G3?
G3 Enterprises is an industry leader in packaging, logistics, real estate and minerals solutions. Our diverse portfolio of businesses create a variety of opportunities for career growth. We believe in fully leveraging the talent within our organization, presenting employees with challenging work, opportunities for job rotations, special projects, and a changing landscape.
Summary
Executes and monitors all logistics activities required for the timely and efficient transportation of goods, across multiple modes or areas of the organization, using3rd party Common Carriers, an internal Transportation Management System (IT software for tendering loads as well as manual processes of emails and phones), an internal dock scheduling system, and multiple Warehouse Management Systems. Gathers data and makes recommendations for improvement or performs root cause analysis on problems/opportunities that are complex. Analyzes inventory levels and bottling line attainment to support a JIT throttling of components to production lines. Navigates systems to solve issues that create barriers to steady transportation flow.
Essential Functions
This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
• Executes daily logistics transactional tasks through efficient planning of shipments and tendering of loads to carriers using TMS systems, e-mail and phone as required • Provides exceptional management for multiple modes or areas of the business.
• Executes allocation of loads and G3 owned equipment as determined by Carrier Operations goals and standards.
• Identifies and resolves carrier performance issues such as missed loads, late pickups and late loads.
• Resolves carrier issues related to shipping and receiving facilities.
• Monitors equipment utilization.
• Understands key business terms, lines of business, suppliers, and customers.
• Develops carrier relationships and contacts at multiple levels.
• Collaborates with carriers to develop performance improvement plans based on score-cards with guidance from leadership and review on regular cadence. Works with carriers to manage and resolve open issues related to the movement of goods.
• Acts as a consultant to peers in driving action plans for carrier performance improvement and internal process improvement
• Monitors and scorecards equipment utilization and recommends long term allocation of equipment based on carrier strategy.
• Monitors transportation costs and develops knowledge of the transportation budget.
• Gathers data and makes recommendations for improvement or conduct root cause analysis on problems/opportunities that are complex.
• Arranges, plans and facilitates multiple supplier meetings.
• Understands market trends and seasonality impacts and uses that data to inform others. Leads cross functional teams internally.
• Contributes to annual budgeting process.
• Collaborates daily with Customer Service and Quality (Analytics) teams as required to review any short lead orders, special requests or discrepancies. .
• Other duties as assigned, such as KPI's, SOP development and Transportation Compliance Audits.
• Checks carriers in and out of facility directing them where to go and ensure understanding of driver behavior expectations.
• Prints and distributes applicable shipping documentation to include validation of accuracy and compliance to shipping document protocol.
• Reconciles and stores shipping paperwork timely and within compliance of company/DOT requirements.
• Monitors Dock Door activity and traffic flow of campus.
• Maintains constant communication with warehouse operations on appointment arrival, docking activity assignment and capacity.
• Schedules inbound and outbound loads.
• Works directly with carriers and warehouse operations to balance service and capacity.
• Manages by exception leveraging new software to maximize scheduling efficiencies (C3).
• Analyzes production line component needs for effective on time delivery to avoid downtime (JIT inventory management).
• Plans trucking (carrier dispatch) needs and capacity based on customer delivery needs.
• Assists in reconciliation of billing discrepancies.
• Works directly with warehouse to ensure capacity constraints are adhered to - adjusts scheduling behavior and system configuration appropriately.
• Performs WMS Problem Solving including docking of loads, order allocation research/reconciliation and seal input at time of shipment.
• Field ongoing phone calls and e-mail that require problem solving practices to execute asks.
• Maintains satisfactory attendance, to include timeliness.
• Responsible for understanding and complying with applicable quality, environmental and safety regulatory considerations. If accountable for the work of others, responsible for ensuring their understanding and compliance.
Minimum Qualifications
• Bachelor's degree plus 2 years of operations, agriculture, production, manufacturing, or logistics experience reflecting increasing levels of responsibility; or 6 years of operations, agriculture, production, manufacturing, or logistics experience reflecting increasing levels of responsibility.
Preferred Qualifications
• Bachelor's degree in Supply Chain, Logistics, Business Administration, Industrial Engineering, or Agriculture plus 3 years of experience in the transportation industry reflecting increasing levels of responsibility; or 7 years of experience in the transportation industry reflecting increasing levels of responsibility. • Experience managing carriers or drivers via an IT based model (TMS).
• Experiencing in using score cards and other analytical tools to manage carrier performance and problem solve.
• Strong customer relations skills with all levels of customers both internally and externally.
• Strong analytical/problem solving skills.
Compensation
Hiring Salary Range/ Hiring Hourly Rate: $32.21 - $40.24.
Actual compensation amount paid may be lower or higher to be determined by factors other than race and gender such as the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data.
Perks & Benefits
This position includes a competitive benefits package.
Please click here to view our full list of benefits.
G3 is enrolled in the Department of Homeland Security's E-Verifying program and will use the program to verify the employment eligibility of all newly hired employees as required. G3 does not sponsor for employment based visas for this position now or in the future.
Destination Planner
Planner Job 15 miles from Bensenville
Job Description
We are a company dedicated to delivering seamless and memorable experiences for our clients. Our focus is on providing personalized service and handling all booking needs to make each journey as smooth as possible. If youre detail-oriented and passionate about creating positive experiences, wed love to have you on our team!
Job Summary:
We are seeking a Booking Specialist to join our team, supporting clients and ensuring every booking is handled with care and accuracy. In this role, youll manage client inquiries, book reservations, and work alongside our team to deliver top-notch service. This is a great opportunity for someone whos organized, customer-focused, and enjoys managing details in a dynamic environment.
Key Responsibilities:
Coordinate and book arrangements, including flights, accommodations, car rentals, and other services.
Assist clients with itinerary changes, cancellations, and re-bookings as needed.
Communicate with vendors and suppliers to ensure accurate and timely bookings.
Provide excellent customer service and maintain strong relationships with clients.
Track and manage booking details, invoices, and payments.
Collaborate with our team to ensure client satisfaction.
Qualifications:
Previous experience in booking, reservations, or customer service.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills.
Ability to handle high-pressure situations with professionalism.
Proficiency with booking software and management systems is a plus.
Why Join Us?
Flexible work environment with remote options.
Opportunity to work in an exciting and rewarding field.
Join a supportive and passionate team with opportunities for growth.
Competitive salary and service-related perks.
Capital Construction Planner
Planner Job 26 miles from Bensenville
Job DescriptionTitle: Capital Construction Planner Location: Lockport, IL Hire Type: Direct HireOverview:Sterling has helped build careers for thousands for professionals like yourself. Our expert recruiters support you at every step in the process and as a Best of Staffing company, Sterling provides exciting work with exceptional employers across the U.S.Job Summary:
The Capital Construction Planner collaborates with a comprehensive planning team to formulate detailed and cohesive plans and schedules for capital projects of varying complexities.
Job Duties:
The responsibilities encompass ensuring safety, environmental compliance, adherence to procedures, planning, execution, coordination of engineering activities, procurement, budgeting, and cost control for the assigned capital projects.
Lead the planning process and effectively communicate the status of planning and execution for all related tasks, ensuring timely achievement of milestones throughout the completion of the capital project.
Qualifications:
A high school diploma or its equivalent, along with six years of experience in craft or industrial maintenance within a chemical or process environment, or bachelor's degree in Construction Management, coupled with two years of experience as a Planner
Planning & scheduling software knowledge
SAP is a MUST HAVE
Microsoft Office Products
Qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information.
Buyer - Planner (Manufacturing)
Planner Job 8 miles from Bensenville
Job DescriptionBuyer and Planner-Manufacturing Core Job Functions:
Purchasing of finished goods, raw materials, and subcontracted machining services
Maintenance of existing vendor relationships and identification of potential new vendors
Solicitation of quotations and vendor negotiations for new products
Analysis and maintenance of appropriate inventory levels to assure customer satisfaction
Creation and maintenance of purchase orders and vendor information
Manage and coordinate logistics both domestic and international
Creation and implementation of cost reduction initiatives
Product cost and margin analyses
Coordinate production workflow for multiple projects
Plan and prioritize operations to ensure maximum performance and minimum delay
Determine Manpower needed to cover production demand
Monitor jobs to ensure on time completion
Collaborate with engineering, quality, warehouse and production teams
Education / Experience:
Bachelor's Degree
Minimum 3+ years experience in a purchasing or materials management function in a manufacturing environment.
Proven experience as production planner
Prior work experience in machine tools or automation is desirable.
Strong skills in Microsoft Excel and Word required.
Experience or knowledge of machining operations is a plus.
Other Duties and Qualifications:
Detail oriented and results focused
Ability to solve problems in a fast-paced environment while managing multiple projects
Must be hands-on, analytical, and highly collaborative capable of delivering results
Excellent interpersonal, written and verbal skills
Self-starter and able to solve medium to complex problems
Ability to work effectively and cross-functionally with all levels of management
Has an interest in new technologies
Company Description:
Lapmaster International, LLC is a leading international precision machine tool builder headquartered in Chicago’s Northwest suburbs near O’Hare Airport. Our diverse team works with a broad variety of industries and technologies. Our technical expertise includes Motion Control, Robotics, Automation, Machine Design, and Application Engineering. Our customers include small, mid-sized and Fortune 100 companies in a variety of industries including Automotive, Aerospace, Semiconductor, Electronics, Bearings, Optics/Electro-optics, Pumps, Valves, Compressors, and Medical Devices. Our business model is to utilize leading technologies and exceptional engineering talent coupled with outstanding customer service to solve manufacturing and precision machining problems.
Since 1948, industry has relied on Lapmaster to solve the most challenging precision surfacing problems. With over 60 years of experience, Lapmaster has a proven history of successfully developing cost effective processing solutions for virtually any application requiring precision sizing, flatness, parallelism, roundness, straightness, or surface finish. Lapmaster serves the Fine Grinding, Advanced Materials, Precision Optics, Bore Honing and Finishing, Lapping/Polishing and Metallographic markets through an expanding network of sales and services offices located throughout the world. Sales and technical service is available either through local Lapmaster Sales Representative or through our main Sales and Technical Services Centers located in Mount Prospect, IL, Plymouth, UK, Chennai, India, Tokyo, Japan and Shenyang, China.
Competitive Benefits Package for Full Time employees:
401(k) with Matching
Medical Insurance (Company contribution for Dependents)
Dental insurance
Vision insurance
Company Paid Short-Term and Long-Term Disability
Company Paid Life & AD&D
Vacation, Sick, Holidays
EAP
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Equal Employment Opportunity Employer (EEO)
It is the policy at Lapmaster International to provide equal employment opportunities and affirmative action to all qualified individuals. All personnel actions, including, but not limited to, compensation, benefits, recruitment, hiring, training, and promotion of persons in all job titles, are administered without regard to race, color, sex, sexual orientation, gender identity, age, religion, national origin, protected veteran or disability status, and all employment decisions are based solely on valid job requirements. In addition, employees and applicants are protected from harassment, threats, coercion, intimidation, or discrimination
EEO is the Law (English)
Recruiter Policy:
Lapmaster International, LLC (aka Precision Surfacing Solutions) “the Company” has an internal recruiting function. The Company may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters (Agency). Agencies are hereby specifically directed NOT to contact employees of the Company directly in an attempt to present candidates. The Company’s policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Lapmaster International, LLC from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine or email address, directly to Company employees, or to the resume database will be considered Company property. Lapmaster International LLC, will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Lapmaster International LLC, will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
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Purchasing Specialist
Planner Job 15 miles from Bensenville
Job Description
Purchasing Specialist
About the job:
We are seeking a detail-oriented and proactive Purchasing Specialist to join our team in Bedford Park, IL. This is an on-site role, where you will manage the procurement of all materials and supplies necessary for the smooth operations of the department, ensuring efficiency and cost-effectiveness. If you have strong analytical skills, excellent negotiation abilities, and the capability to maintain strong vendor relationships, this role is for you!
Whats in it for you?
Competitive salary ranging from $55,000 to $70,000 based on experience.
Comprehensive health, dental, and vision coverage after 60 days.
401K plan available after the first year.
Paid time off: 1 week in the first year, 2 weeks starting in the second year, with additional PTO earned with seniority.
Be part of a second-generation family business in the niche market of automotive timing components, with a low-turnover environment and a great management team.
Join a small, cohesive team of about 60 employees in a positive and collaborative atmosphere.
What youll be doing:
Procurement Management: Oversee the procurement of all materials and supplies needed for department operations.
Trend Analysis: Conduct economic and market segmentation studies to predict trends.
Inventory Process Development: Design a process to track supply inventory and assess purchasing needs.
Negotiation and Supervision: Negotiate pricing, handle orders, approve purchases, and supervise deliveries.
Vendor Relationships: Build and maintain long-term vendor relationships, securing competitive deals.
Liaison Duties: Serve as the liaison between the purchasing department and management to ensure the accurate delivery of products and services.
Vendor Evaluation: Evaluate vendor offerings for quality and cost-effectiveness.
Documentation Assurance: Ensure that all purchasing documentation is completed accurately.
Price Monitoring: Track price history regularly and address any variances.
Requirements:
Bachelor's degree in Business Administration, Supply Chain Management, or a related field.
Proven experience as a Purchasing Specialist or similar role within the manufacturing sector.
Strong analytical and negotiation skills.
Proficiency in procurement software and Microsoft Office Suite.
Experience with SAGE software is preferred.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Does this sound like something you want to be part of?
Come join our team and lets shape the future of efficient procurement management!
Purchasing Specialist
Planner Job 15 miles from Bensenville
Job Description
We are seeking a detail-oriented and proactive Purchasing Specialist to join our team in Bedford Park, IL. The ideal candidate will manage the procurement of all materials and supplies necessary for department operations, ensuring efficiency and cost-effectiveness. This role requires strong analytical skills, excellent negotiation abilities, and the capability to build and maintain robust vendor relationships.
Company Culture and Environment
This is a second-generation family business in a niche market of automotive timing setting components with low turnover. The company promotes a great team environment with excellent management.
Career Growth and Development Opportunities
The organization values employee growth and offers opportunities for additional paid time off (PTO) based on seniority, which reflects a commitment to employee retention and satisfaction.
Detailed Benefits and Perks
Health, dental, and vision insurance after 60 days.
401K available after the 1st year.
1 week PTO in the 1st year, 2 weeks starting in the 2nd year, with additional PTO earned with seniority.
Compensation and Benefits
Competitive salary based on experience.
Full benefits package, including health, dental, and vision insurance.
Why you should apply for this position today
This role offers a unique opportunity to work in a stable, family-oriented environment with a strong team spirit. By joining our company, you will contribute to a niche market while enjoying comprehensive benefits and opportunities for career advancement.
Skills
Strong analytical and negotiation skills.
Proficiency in procurement software and Microsoft Office Suite.
Experience with SAGE software preferred.
Excellent communication and interpersonal skills.
Responsibilities
Oversee the procurement of all materials and supplies necessary for department operations.
Conduct trend analyses by reviewing economic and market segmentation studies and forecasts.
Develop a process to measure supply inventory and determine purchasing needs based on quarterly and annual numbers.
Negotiate prices, receive orders, grant approvals, and supervise the deliveries of all goods and/or services.
Maintain strong working relationships and establish long-term purchasing arrangements with vendors.
Act as a liaison between the purchasing department and management to deliver proper specifications, quotes, products, costs, and delivery terms.
Evaluate vendor offerings to ensure best quality products are purchased in a timely manner and at competitive prices.
Assure that purchasing documents are properly completed and meet approved standards.
Maintain department records.
Check price histories on a regular basis and update any price variances.
Qualifications
Proven experience as a Purchasing Specialist or in a similar role.
Degree in Business Administration, Supply Chain Management, or a related field is preferred.
Education Requirements
Degree in Business Administration, Supply Chain Management, or a related field preferred.
Education Requirements Credential Category
Business Administration, Supply Chain Management, or related field.
Experience Requirements
Proven experience in a purchasing role.
Experience with procurement software and vendor negotiation.
Why work in Midlothian, IL
Midlothian offers a suburban lifestyle with a strong sense of community and convenient access to Chicagos cultural and economic opportunities. With a close-knit atmosphere and family-oriented businesses, this area provides a great work-life balance.
Employment Type: Full-TimeEducation Level: Bachelor's degree
Required Knowledge, Skills, and Abilities: (Hiring Companies ATS Questions):
1. Do you have a degree in Business Administration, Supply Chain Management, or a related field is preferred.
2. Do you have proven experience as a Purchasing Specialist or in a similar role.
3. Do you have strong analytical and negotiation skills.
4. Do you have proficiency in procurement software and Microsoft Office Suite.
5. Do you have SAGE software experience preferred.
6. Must be a US Citizen or Green Card holder.
Purchasing Specialist
Planner Job 15 miles from Bensenville
Job Description
Job Opportunity Raizan Solutions LLC is hiring directly for our client. As always, Raizan Solutions does not charge candidates for placement.
Raizan Solutions LLC is seeking an organized and proactive Purchasing Specialist to handle the procurement of materials and supplies essential for operations in Bedford Park, IL. The role demands strong analytical and negotiation abilities, as well as the capacity to foster and maintain effective vendor relationships.
Primary Responsibilities:
Manage the procurement of necessary materials and supplies for the department.
Perform trend analysis using economic and market research data.
Develop and implement processes to measure supply inventory on a quarterly and annual basis.
Lead price negotiations, process purchase orders, and supervise the delivery of goods and services.
Build and maintain strong, long-term vendor relationships.
Serve as a point of contact between the purchasing department and management, ensuring product specifications, quotes, and delivery terms are clear.
Assess vendor proposals to ensure high-quality products at competitive prices.
Ensure proper documentation and terms are in place for all purchasing agreements.
Maintain accurate department records, including price histories and updates to track price fluctuations.
Required Qualifications:
A Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
Extensive experience in procurement and purchasing roles.
Strong analytical thinking and adept negotiation skills.
Proficiency with procurement software and the Microsoft Office Suite.
Ability to thrive both independently and as part of a collaborative team.
Buyer/Planner
Planner Job 13 miles from Bensenville
Job Description
Holland Applied Technologies is an industry leader in sanitary process equipment. We design and build everything from components to modular process systems for the food, beverage, and biopharmaceutical industries. We are currently hiring for an experienced Buyer / Planner.
Job Responsibilities:
As a
Buyer/Planner
, you are responsible for the planning and placing of orders, and/or rescheduling delivery of orders for assigned parts, materials, and supplies pertaining to the manufacturing process, or items required for general business activities. This role supports the overall success of the production scheduling, purchasing, planning, and production processes for the Hollands Systems & Project Group. Responsible for developing specific production plans and delivery requirements to meet the assembly and shipment schedule for the assembly of systems. Ensure material flow from receiving to assembly is efficient by working with Quality Department and Warehouse as well as participate in systems delivery scheduling and shipment.
Job Duties:
Place POs, release work orders and issue supplier acknowledgements
Collaborate with suppliers to verify lead times, routes and deliveries of materials
Work with production personnel and project managers to develop detailed production schedules that will optimize both customer service and production operations. Work with all groups to minimize the impact of any unanticipated deviations.
Track and monitor all material from receipt to shipment of finished systems
Work with shop leadership to coordinate material availability for the execution of production plans
Coordinate all manufacturing and supplier paperwork
Measure cycle time, on time delivery and downtime; Record failure modes and assist in creating countermeasures to improve metrics
Review all available reports for shortages and take appropriate action to expedite or disposition material
Assist in resolving non-conforming product, invoicing, and other issues in a timely manner to ensure products and suppliers corrective actions are managed
Contribute to team effort by accomplishing other procurement-related tasks as needed (cycle counting, inventory adjustments, new supplier identification)
Special projects and other accounting-related duties as requested
Qualifications:
Bachelor’s degree in Supply Management, Business, or associate major preferred- but willing to accept high school diploma with 2 years of relevant experience
Minimum of 1 years purchasing experience
Experiencing working with skilled trades and manufacturing facilities preferred
Excellent organizational skills and attention to detail
Excellent communication and interpersonal skills
Strong analytical and computer skills. Able to use Excel as an analytical tool to analyze data, communicate results, and actions. Versed in Microsoft Word and PowerPoint.
Willingness to cross-train
Must be able to work company’s periodic required overtime
Due to the hectic nature of the position, you must be able to handle constant changes and revisions to the plan. Most problem solving revolves around recurring scheduling changes and the ramifications that come from production problems affecting shipments.
Physical Requirements:
On feet >70% of day
Lifting – 10-50lbs
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Purchasing Specialist
Planner Job 29 miles from Bensenville
Job Description
What we offer:
Insurance: The Company pays for 100% of your and your dependents' Medical, Dental, and Vision Insurance! Blue Cross Blue Shield Premier Plus Plan
Aggressive 401(k) Matching program (at 1 year)
Company Profit Sharing program (at 5 years)
Paid Time Off Package
Company-supplied computer and all necessary work equipment
A day in the life:As a Purchasing Specialist, you start your day at LionHeart with a cup of coffee and a conversation with your fellow purchasing specialists regarding any hot topics. You're all working towards the same goal, ensuring every service job has the right parts, on time. Your day includes calling on outstanding parts and POs, assisting with the receiving and staging of parts, placing bulk orders, and ensuring our trucks are fully stocked for our field service engineers.This role is vital in keeping the entire LionHeart machine running. You'll excel in this role if you have:
The desire for a dynamic, onsite role where you're both on your feet/hands-on on the shop floor AND behind a computer in the office
The desire to work with a top-tier, organized team
The desire to grow into additional responsibilities
A knack for organization and process
The ability to work on-site at our Huntley HQ 5 days/week
You'll excel if you have prior experience in:
A mechanical environment, which will give you an instant understanding of the type of vendors, parts and equipment Lionheart works with.
Detailed reconciling work, such as other inventory or even billing roles which will give you an eagle eye for discrepancies, inaccurate charges and problem solving.
A close-knit team, which will prepare you for communicating closely with your other teammates
Sr. Media Planner
Planner Job 15 miles from Bensenville
The Sr. Media Planner plans, negotiates and executes media campaigns for assigned client accounts. This position will have responsibility to manage day-to-day planning and analysis while maintaining strong relationships with media vendors, clients and partner agencies. The responsibilities are many, various, and not limited to those written in this document. These responsibilities must be directed continuously toward maintaining exceptional service to the client and providing timely deliverables, i.e., Media Plans, Point-of-Views (POVs), and related media analyses.
The Senior Media Planner is responsible for the strategic development and execution of integrated media strategies - working in collaboration with senior leaders (Associate Director/Media Director), as well as the management/oversight of the media planning, buying, implementation, and performance analysis for their campaigns. The senior media planner is expected to be curious and push for continual improvement.
Responsibilities:
Partner with Associate Director/Media Director, as needed, to develop and implement media strategies
Seek advice and input from senior leader on development of media briefs as well as objectives & strategies to ensure a strong foundation on which to build an integrated plan.
Develop strategic media recommendations in collaboration with senior leader that address client objectives and business challenges
Manage day to day planning activities for assigned accounts
Responsible for vendor/specialist/publisher brief development, proposal evaluation, negotiations, and recommendation development - as well as client presentations when relevant
Oversee campaign performance, including reviewing campaign performance with analytics team and develop optimization recommendations to ensure campaigns deliver on client objectives
Management of client budgets, media spending and billing
Stay up to date on the changing media landscape by networking, reviewing trade news and meeting with and building relationships with vendors/partners
Develop media POVs as needed (but internal and client facing)
Oversee and train assistant level employees for the support-level work they perform - and guide their overall growth and development.
Qualifications:
Bachelor's degree in business, marketing, advertising or related field
2-4 years media planning experience; Media and/or Agency Industry; Digital and Traditional, TV, Cable, Radio, Digital experience is required
Demonstrated presentation and writing skills
Experience negotiating with and managing media vendors
Experience evaluating and recommending strategy and placements for media campaigns
Proficiency with MS Office: Outlook, Excel, Word and PowerPoint
Working knowledge of audience insight tools (Resonate, MRI, GWI) is a plus
Laughlin Constable is an equal opportunity employer and participates in E-Verify. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Industrial Operations Planner
Planner Job 44 miles from Bensenville
Inventory Planner
Corporate Headquarters
12575 Uline Drive, Pleasant Prairie, WI 53158
At Uline, our products are always in stock, ready to ship. As an Inventory Planner, you'll make sure every location has enough supply to deliver on our service promise to customers, even with growing demand.
Better together! This position is on-site, and we are looking for people who share our passion.
Position Responsibilities
Develop and monitor supply plan to best fill the forecasted demand for assigned vendors.
Manage and improve all replenishment planning parameters (lead time, safety stock, order cycles, etc.) for a specific distribution center and region.
Identify stock out and overage risks. Ensure supply chain backorders are minimized.
Establish and implement seasonal pre-buy strategies and provide ramp-up / ramp-down timing for both a specific distribution center and region.
Identify and manage distribution constraints and vendor capacities.
Provide projections to key vendors and monitor performance.
Collaborate with Demand Planning and Distribution Operations on supply and inventory strategies.
Minimum Requirements
Bachelor's degree.
2 - 3 years' experience in supply chain, purchasing, demand forecasting or related fields.
Working knowledge of inventory planning / replenishment software a plus.
Benefits
Complete medical, dental, vision and life insurance coverage and other wellness programs.
401(k) with 6% employer match. Multiple bonus programs, including profit sharing.
Paid holidays and generous paid time off.
Tuition Assistance Program that covers professional continuing education.
Employee Perks
On-site café and first-class fitness center with complimentary personal trainers.
Over four miles of beautifully maintained walking trails.
About Uline
Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 13 locations.
Uline is a drug-free workplace.
EEO/AA Employer/Vet/Disabled
#LI-LA1
#CORP
(#IN-PPPUR)
Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore
Uline.jobs to learn more!
Creative Financial Staffing | Supply Chain Planner IL | addison, il
Planner Job 4 miles from Bensenville
Our client is a Manufacturer serving the Aerospace and Auto sectors, seeking a Supply Chain Planner / Buyer to joing their team!
Medical, Paid Dental, 401K, 13 paid holidays
Responsibilities of the Supply Chain Planner / Buyer:
Procurement of raw materials
Inventory planning and management
Availability reporting for product and material
Maintains shipping, tracking & PO's in ERP system
Supervises 2 people - Shipping & Receiving
Requirements for the Supply Chain Planner / Buyer:
3-5 years' buying experience
Bachelor's degree in related field, preferred but not required
#Procurement
#Supply Chain
#Manufacturing
#Buyer
#Supply Chain Planner
#Supply Chain Planner
#Supply Chain Planner
#Supply Chain Planner
#Supply Chain Planner
#Supply Chain Planner
#LI-AP1
Planner
Planner Job 11 miles from Bensenville
We are seeking a Planner to join our team! As a Planner, you will be responsible for Demand Planning and/or Supply Planning Processes for the assigned business intersection. You will gather information from Sales, Category & Inventory Management, Purchasing, Operations and Finance to develop demand, improve statistical forecast models for customers/products and develop supply plans. You will work with these departments to balance cost, coordinate and optimize materials, create sourcing plans and leverage analytics to track key performance indicators to be shared with supply chain leaders. This role will be Hybrid and we are considering applicants within Glenview, IL, Charlotte, NC, and Pittsburgh, PA markets.
Responsibilities:
Engage with Sales, Category & Inventory Management, Purchasing, Operations and Finance teams to support world-class demand and/or supply planning processes.
Maintain planning operating model integrity with quality inputs to Demand and/or Supply Planning decision support systems.
Conduct reviews with cross-functional teams to reconcile variances between top down and bottom up forecasts to reach consensus (Demand), as well as to generate unconstrained and constrained forward looking projections (Supply) to ensure the right inventory based on the documented set of assumptions.
Validate set of assumptions to support inventory investments related to project and programs from key accounts and/or suppliers.
Partner with cross-functional teams to meet/exceed KPIs: forecast accuracy, inventory levels and availability, service level, and OTIF, among others.
Enable an effective product lifecycle management, and SKU rationalization processes.
Communicate exceptions to relevant process stakeholders, either demand and/or supply related.
Maintain demand and/or supply data reporting: consensus and customer forecasts, inventory positions, inbound/outbound, shortage and excess lists.
Be a change agent in adopting best-of-breed demand and supply planning tools to accelerate adoption and support the enterprise transformation goals.
Qualifications:
Bachelor's Degree - Supply Chain, Finance, or related.
Licenses/Certificates/Designations - Institute for Supply Management (ISM), Blue Yonder (JDA) or other leading Advanced Planning System (APS), American Production and Inventory Control Society (APICS) Production and Inventory Management (CPIM) or Supply Chain Professional (CSCP) preferred.
3 - 5 years of experience in Demand and/or Supply Planning or Inventory Management.
2 - 3 years of experience in analyzing complex data, identifying patterns and analysis techniques to develop conclusions and insights used for the decision-making processes.
1 - 3 years of experience with Supply Chain applications for Demand & Supply Planning, Inventory Optimization and/or Network Design (Blue Yonder, Kinaxis, o9, OMP, Oracle, SAP, or other leading Advanced Planning System).
Strong knowledge of Supply Chain processes, such as SIOP -Sales, Inventory and Operations Planning, Forecasting, Demand and Supply Planning, and Materials Management.
Excellent communication and support skills. Ability to explain complex concepts and analytics to non-technical audience. Translate user requirements into actionable data.
Aptitude for blending quantitative and qualitative data to tell relevant story.
Proficient multi-tasking skills, ability to prioritize and handle many projects at once with ever shifting priorities and deadlines with ability to track and manage progress.
Proficient in MS Excel, Access, and/or PowerBI or other Business Intelligence (BI) Tools, e.g. Tableau, or Qlik.
Ability to travel up to 25%
Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity and Affirmative Action Employer.
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Route Planner/Dispatcher - 3:00pm Start Time
Planner Job 28 miles from Bensenville
Job DescriptionDescription:
The Route Planner/Dispatcher position is responsible for scheduling and coordinating the timely and efficient dispatch of drivers and vehicles for local transportation routes. This position ensures that drivers are assigned to routes that meet customer requirements, while also optimizing for time, fuel, and cost efficiency. This position is a key communication link between drivers, customers, and company operations to ensure the smooth execution of daily transport operations.
Key Responsibilities:
Route Planning: Develop and maintain efficient daily routing schedules for local deliveries or pickups, using routing software to minimize distance, time, and fuel consumption.
Dispatching Drivers: Assign drivers to specific routes and vehicles, ensuring all schedules are communicated and understood clearly.
Monitoring Operations: Track vehicle and driver locations throughout the day, adjusting routes and schedules as necessary in response to changing conditions (e.g., traffic, customer needs).
Customer Service: Handle customer inquiries and complaints, providing updates on delivery times, resolving issues, and ensuring customer satisfaction.
Record Keeping: Maintain accurate records of driver schedules, vehicle assignments, service orders, and any delays or incidents.
Communication: Act as a liaison between drivers, customers, and other departments to ensure smooth operation and resolution of issues.
Compliance: Ensure that all dispatching activities comply with company policies, transportation regulations, and safety standards.
Driver Support: Assist drivers with directions, routing questions, or vehicle-related issues while they are in the field.
Reporting: Provide reports on daily operations, including route efficiency, driver performance, and any service issues encountered.
Coordinate: Secure movement of shipments between company facilities, and coordinate with dock staff on issues and inaccuracies.
COMPENSATION & BENEFITS
The salary range for this position will be $52,000 to 62,400 commensurate with your experience. Benefits include BCBS Medical, Dental and Vision coverage – Group Life – Paid PTO Plan – 401K Plan w/10% Match – FSA Plan and optional voluntary benefits.
Requirements:
Experience: Previous experience as a Route Planner/Dispatcher or in logistics preferred, particularly in local transportation or delivery services.
Skills:
Excellent communication and customer service skills.
Strong organizational skills with attention to detail.
Ability to multitask and handle high-pressure situations.
Proficient in routing and dispatching software, GPS, and other logistics tools.
Knowledge of local traffic patterns and road systems.
Education: High school diploma or equivalent required; associate degree in logistics or transportation preferred.
Technology: Comfortable using dispatch software, GPS systems, and Microsoft Office (Excel, Word).
Availability: Must be able to work flexible hours, including early mornings, evenings, weekends, and holidays as required.
Physical Requirements:
Ability to sit for extended periods.
Must be able to work in a fast-paced environment and make quick decisions.
ABOUT THE JA GROUP TEAM - The JA Group is a Transportation and Logistics provider with facilities in McHenry, Lake and Cook counties. We have four operating divisions providing asset-based transportation, nationwide brokerage services, warehouse and distribution, and fleet services. We have over 50 years of experience in the industry and a team of 150 employees. We incorporate our core values into every aspect of our business from our hiring practices to customer acquisition and our commitment to our communities, they guide us in our decision-making processes – Team Before Self, Optimism, Integrity, and Customer Satisfaction.
If you wish to apply for this position, please make sure to submit a current resume with correct dates, employer names, job title and description of your responsibilities. You may be asked to answer a few screener questions as part of the application process, please complete the questions in their entirety.
Equal Employment Opportunity Statement - The JA Group, and its divisions are an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified individuals are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable laws. We encourage people from all backgrounds to apply and grow with us.
Tower Planners
Planner Job 6 miles from Bensenville
**Salary Range:** $14.96 - 22.73 per hour LSG Sky Chefs is one of the world's largest airline catering and hospitality providers, known for its outstanding reputation and dynamic approach in the industry. Voted “Airline Caterer of the Year in North America” for 2023 and 2024, we are committed to excellence and innovation, driven by the dedication and expertise of our talented employees. Our team members are the heart and soul of our success, consistently delivering exceptional culinary experiences and outstanding service to our clients and their passengers across North and Latin America.
****Role Purpose Statement****
To effectively and efficiently handle administration functions in the Tower. Ensure various airline customers and internal customers satisfaction by providing accurate and timely information in a professional manner.
****Main Accountabilities****
+ Review dispatch sheet to check for any new routings and compare to daily schedule
Act as liaison between LSG Sky Chefs and our customers
Fill in gate and ship number
Update gate changes/ routings and canceled flights and relay information to drivers
Foster working relationships with the customer through strong written and verbal communication
Coordinate with Ramp personnel to resolve any catering issues as appropriate
Update and relay information to all levels of management
Generate reports to airline customers
Airline equipment inventory and ordering
Customs paperwork
Operate ACE and other airlines information systems
Various clerical assignments
Other responsibilities as assigned by management
****Knowledge, Skills and Experience****
* Excellent communication skills: able to read, write, and speak English
Must have basic mathematics skills
Basic computer skills and ability to learn Microsoft applications (Word, Excel, Outlook) and other software applications
Customer service skills, strong interpersonal skills as you will need to be courteous and professional on the phone
Ability to work a variety of shifts as we operate 365/24/7
Must have High School Diploma
Must have ability to work under pressure while maintaining composure
Must be a team spirited individual
Ability to read a dispatch sheet, ability to identify routing changes, gate assignments, ship numbers
Ability to handle multiple calls and radio communications
Work well under extreme pressure and temperatures
Excellent communication skills
Must be able to obtain AOA badge & customs sticker
Must be able to be flexible to work any shift/hours subject to change due to shift bidding
**LSG Sky Chefs** is an EEO and Affirmative Action Employer of Women/Minorities/Veterans/Individuals with Disabilities.
Provider Description Enabled SAP as service provider
* "route" is used for session stickiness
* "career SiteCompanyId" is used to send the request to the correct data center
* "JSESSIONID" is placed on the visitor's device during the session so the server can identify the visitor
* "Load balancer cookie" (actual cookie name may vary) prevents a visitor from bouncing from one instance to another
Meeting/Event Planner
Planner Job 15 miles from Bensenville
The Meeting/Event Planner is responsible for the development, planning and execution of Firm events, meetings, and conferences at the direction of the Director of Firmwide Events. This role is a part of a firmwide team that produces high-caliber events and provides premium service to our stakeholders.
Duties and Responsibilities
* Plan firm events, meetings and conferences, including reviewing venue and vendor contracts, organizing sleeping rooms, food and beverage, venue logistics, audio visual, and transportation coordination.
* Provide on-site management at events and/or effectively prepare leadership for on-site management of meetings/events.
* Create budget proposals and maintain detailed records to facilitate accurate budget reporting and post-event analysis. Maintain detailed event records following departmental best practices.
* Manage event communications throughout life cycle of event.
* Work with in-house Marketing and IT teams to create internal and external communications regarding events, meetings and conferences.
* Source and establish vendor relationships with possible venues and vendors for all firm events, meetings and conferences.
* Provide personal, prompt and exceptional service in a professional manner at all times to both internal and external contacts.
* Other duties as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform the Duties and Responsibilities (Duties) above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. If you need such an accommodation, please email ************************** (current employees should contact Human Resources).
Education and/or Experience:
Required:
* Bachelor's degree
* A minimum of 3 years of experience in meeting/event planning.
* Strong computer skills, including knowledge of Microsoft Office Suite.
* Strong customer service orientation.
* Demonstrated writing, editing, and proofreading skills.
Preferred:
* Experience in professional services firm.
* Knowledge of and proficiency in digital tools required for successful event management: including Adobe Creative Suite, virtual event platforms, and survey tools (Including Qualtrics and Cvent).
Other Skills and Abilities:
The following will also be required of the successful candidate:
* Strong organizational skills
* Strong attention to detail
* Good judgment
* Strong interpersonal communication skills
* Strong analytical and problem-solving skills
* Able to work harmoniously and effectively with others
* Able to preserve confidentiality and exercise discretion
* Able to work under pressure
* Able to manage multiple projects with competing deadlines and priorities
Sidley Austin LLP is an Equal Opportunity Employer
Facilities Planner/Program Advisor KMOD
Planner Job 15 miles from Bensenville
Facilities Planner/Program Advisor KMOD #9428 Job Description TASK DESCRIPTION: Serves as the primary facilities planner and program advisor for the Kuwait Armed Forces Command Staff Headquarters and Ministry of Defense (KMOD). Assists the Kuwait Armed Forces HQ and KMOD in preparation and follow-up of requirements regarding all facilities in Kuwait.
Advises the Minister of Defense, the Chief of Staff of the Kuwait Armed Forces, the Deputy Chief of Staff of the Kuwait Armed Forces, J3, and J4.
TASK REQUIREMENTS: Provide assistance, technical expertise, with the development and interpretation of data pertaining to the scope and content of projects, facilities and systems.
Assist KMOD in enabling implementation of facility consolidation and standardization, and facility requirements for weapons systems (F/A- 18, C-17, C-130, tracked and wheeled vehicles, etc.
) and training agendas.
Serve as the primary facilities planning consultant to the Kuwait Armed Forces HQ and KMOD.
Advise and participate in facilities assessments of KMOD installations for determination of sufficiency for training and operations, and deployed systems.
Advise senior leaders on development of Master Plans, and facility consolidation plans to collocate like operations.
MINIMUM PERSONNEL QUALIFICATIONS: Extensive experience in Kuwait Defense Cooperation Agreement (DCA), the Foreign Military Sales (FMS) construction (DISAM Course), US Code 2350j and 2350k for construction in Kuwait, ACSA between Kuwait and the US, business practices of the USACE and AFCEC in Kuwait.
A minimum of four years as a Military Engineer Officer /civilian DOD contractor /manager responsible engineering and construction support.
A minimum of six years experience planning, supervising and managing engineering and construction programs.
Associate | Wealth Planner (Summer 2025)
Planner Job 15 miles from Bensenville
Job Details Entry Chicago Office - Chicago, IL Full Time 4-year degree or above Automotive
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
We are excited to invite you to join us as part of the team at our Chicago location and join our 2nd annual Cerity Partners University class.
What is Cerity Partners University?
Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!
Primary Responsibilities:
Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
Proactively interact with clients and assist in creating an outstanding client experience.
Schedule client meetings.
Receive client calls and resolve questions/issues as needed.
Analyze and input client data into financial planning software.
Assist with the timely completion and submission of all client related transaction requests.
Preparing forms and reports for client meetings.
Conduct independent research and build financial plans for prospective clients.
Develop client recommendations with assistance from the Wealth Advisor.
Assist in building comprehensive financial plans.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Ongoing maintenance and quality control of CRM.
Other duties as assigned
Required Credentials:
Bachelor's degree
Series 65 (to be obtained within three months of hire date)
0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP
Skills & Competencies:
Ability to talk to clients independently
Ability to train and mentor Client Service Associates
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce a strong plus.
Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Ability to build and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client - always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Additional Requirements:
Travel will be required for in person paid training in our Louisville, KY office
Training will begin in July and last for 4 weeks
Top Benefits & Rewards:
Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service.
Flexible Paid Time off
Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experience
You value the collaboration of insightful, experienced colleagues to deliver our services
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
1st 2024 CISO of the Year Event - Meet the Nominees
Planner Job 15 miles from Bensenville
Add to my calendar ** 1st 2024 CISO of the Year Event - Meet the Nominees** Smith & Wollensky on the River, 318 N. State St., Chicago, IL 60654 The CISO of the Year Committee and the Chicago Chapters of AITP, ChicagoFIRST, InfraGard, ISSA, ISACA, PAABC, WiCyS and SIM are excited to welcome you to our 1st In-Person Mixer of 2024.
The purpose of the CISO of the Year program is to recognize the top CISOs in the greater Chicago area and provide a higher level of awareness and recognition to the CISO (or equivalent in authority) position.
Join us for the first of four events leading up to the Awards Breakfast of October 15th. The four events are Private, intended to support CISO's and their direct reports, 2024 CISO Nominees, the Program Judges, our CISO Program Sponsors and delegates from esteemed industry partners-AITP, ChicagoFIRST. Infragard, ISSA, ISACA, PAABC, WiCyS and SIM.
This is a great opportunity to recognize the exceptional talent we have in the Chicago Region, to network with security professionals and to meet the candidates and judges for the 2024 CISO of the Year Program. **Great Food and Drink Too.**
**Prior CISO of the Year Award Winners:**
2023 - CISO of the Year, ENTERPRISE, Darin Hurd, CISO, Guaranteed Rate
2023 - CISO of the Year, MID-CAP, Neil Witek, CISO, Oak Street Health
2022 - CISO of the Year, ENTERPRISE, Mahmood Khan, SVP and CISO, CNA
2022 - CISO of the Year, MIDCAP, Walter Lefmann, Director of Security, Chicago Trading Corporation
2021 - CISO of the Year, Ricardo LaFosse, CISO, The Kraft Heinz Company
2020 - CISO of the Year, Paige Adams, Global Chief Information Security Officer (CISO) for the Zurich Insurance Company Ltd
2019 - CISO of the Year, Jill Rhodes, CISO, Option Care Health
2018 - CISO of the Year, Bradley Schaufenbuel, VP & Chief Information Security Officer, Paylocity
2017 - CISO of the Year, Erik Decker, Chief Security & Privacy Officer, University of Chicago Medicine
2016 - CISO of the Year, Todd Fitzgerald, CISO, Grant Thornton International Ltd
2015 - CISO of the Year, Kevin Novak, CISO and Technology Risk Officer for Northern Trust Bank
2014 - CISO of the Year, Arian McMillan, CISO, Deparartment of Innovation and Technology, City of Chicago
2013 - CISO of the Year, Jason Witty, SVP & CISO, US Bank.
**Please Thank Our 2024 Program Sponsors:**
Associate Wealth Planner
Planner Job 15 miles from Bensenville
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Boutique.
William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients' success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.
The Associate Wealth Planner will assist the Wealth Planning team in the analysis and preparation of wealth plans for existing and prospective clients. This individual will perform cash-flow modeling, risk management/insurance analysis, educational modeling, estate plan document preparation, and tax planning.
Responsibilities include but may not be limited to:
Build knowledge of investments, insurance, income/gift/estate taxation, retirement planning. Perform research as directed by senior Wealth Planning staff. Consult with outside professionals when necessary. Synthesize findings into relevant content for wealth plans.
Assist the Wealth Planning team with data gathering, data input, plan analytics, drafting correspondence and creating financial planning exhibits.
Perform wealth planning analyses such as cash flow planning, investment planning/asset allocation, income tax planning, risk protection/insurance, retirement planning and estate planning.
Collect and maintain client data according to established policies and requirements.
Respond to client inquiries/service requests in a timely and proactive manner. Identify and communicate issues/potential problems that may require escalation.
Ensure all wealth planning activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree required
CFP (or working towards a CFP) preferred
2-5 years of experience in wealth planning required
SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 120 days of employment
Maintain licenses by meeting required CPE hours
Ability to effectively manage multiple tasks
Client service oriented
Strong written and verbal communication skills
Strong analytical skills
Ability to work well in a team environment
Proficient in Microsoft Office products and Salesforce software
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William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
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Contact us should you have any questions or concerns.