Strategic Purchasing Specialist
Planner job in Xenia, OH
Purchasing Specialist
Salary: $70,000-$80,000
Our client is a leading manufacturer that leverages state-of-the-art technology to produce high-quality products. For over 30 years, they have prioritized both customer and employee satisfaction. A core philosophy of the company is respect for every individual, and employees are encouraged to share ideas and contribute to innovation. They offer exceptional benefits, including educational reimbursement, a fully equipped fitness center, cafeteria, paid time off, and more.
They are seeking a Purchasing Specialist to join their team.
Responsibilities
As a Purchasing Specialist, you will:
Purchase components to support manufacturing operations
Issue and track RFQ (Request for Quotation) packets
Source and evaluate new vendors
Negotiate pricing and terms
Monitor and audit supplier performance
Assist with budget development
Resolve supplier-related issues
Qualifications
To be considered for this role, you should have:
At least 2 years of purchasing/buying experience in a manufacturing environment
A degree and experience in automotive manufacturing
Excellent communication skills
Proficiency in Excel, PowerPoint and ERP
Key Skills: Purchasing, Manufacturing, Buying
Purchasing Specialist
Planner job in Batavia, OH
Shift 1 (United States of America)
The Buyer/planner role, which may include, but are not limited to, material procurement, production planning, inventory control, outsourcing, and vendor selection. Responsible for the tactical procurement of all direct purchased materials and services as required to support daily production needs. Work with suppliers to expedite material requirements to meet customer needs. Partner with Strategic Supply to create sourcing strategies and work with supply base on continuous improvement projects.
Essential/Key Functions:
Strategic thinker, strong analytical skills, able to synthesize considerable and complex data
Make decisions based on Cost, lead time, and quality
Track, prepare, and maintain production levels within the organization
Develop relationships and maintain frequent communication with suppliers and carriers to expedite and confirm ship dates and determine arrival times, ensuring updated information is communicated across the company.
Forecast, track and identify shortages within the production environment
Maintain A,B, and C classifications by SKU number
Update PO's with supplier confirmation information
Review and react to MRP messages
Monitor supplier open order reports to meet requirements
Process RMA's and CAR's/Non-Conformances with Suppliers
Assess supplier's delivery performance; make recommendations regarding ability of suppliers to meet delivery needs and schedules.
Provide reports tracking purchasing performance and evaluating vendor performance.
Coordinate order shipment troubleshooting and communications with suppliers and logistics.
Review financial statements and other performance data to measure goal achievement and to determine areas needing cost reduction and improvement.
Implement departmental policies, goals, objectives, and procedures as necessary
Assist in training new employees in and outside the department
Tracking and review of Engineering Change Orders (ECO's)
Communication and alignment with OpSys on part structure
Monitor interplant transfers
Make recommendations for productivity and/or method improvements
Follow all safety guidelines and operate in a safe manner
Other duties as assigned by management
Minimum (Required) Qualifications:
Bachelor's degree desired
5 + years related professional experience in purchasing / supply chain
Purchasing experience within a manufacturing environment
CPM and/or APICS certification a plus
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Knowledge, Skills and Abilities
Knowledge of Supply Chan / Procurement best practices
Strategic thinker, strong analytical skills, able to synthesize considerable and complex data
Change Agent -skill with enabling change, strong influencing abilities particularly with client groups and frontline teams
Previous experience in lean manufacturing
Exceptional interpersonal/written communication skills; can effectively interact with all levels of management
Strong PC skills (Excel, PP, Word, Access)
Team player able to work well across business operations and develop strong business teams
Must support mission and purpose of the company and be committed to professional and personal growth
Ability to work as part of a team and interface with other departments
Ability to prioritize in the face of multiple tasks
Ability to be proactive when dealing with customer complaints or requests
High level of self- motivation and job planning, able to work independently and meet deadlines
JDE experience a plus
Who we are:
Milacron is a global leader in the manufacture, distribution and service of highly engineered and customized systems within the $27 billion plastic technology and processing industry. We are the only global company with a full-line product portfolio that includes hot runner systems, injection molding, extrusion equipment. We maintain strong market positions across these products, as well as leading positions in process control systems, mold bases and components, maintenance, repair and operating (“MRO”) supplies for plastic processing equipment. Our strategy is to deliver highly customized equipment, components and service to our customers throughout the lifecycle of their plastic processing technology systems.
EEO: The policy of Milacron is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity/expression or veteran status. We are committed to being an Equal Employment Opportunity (EEO) Employer and offer opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us at recruitingaccommodations@milacron.com. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.
Auto-ApplyOperations Planner Job Details | Mattr
Planner job in Hamilton, OH
Mattr delivers advanced material technologies and complex manufacturing expertise. Through a portfolio of brands, we offer highly engineered solutions, technology and products to support infrastructure markets worldwide. DSG-Canusa has been developing and producing high-quality heat shrink tubing, cold-applied accessories and heat shrink equipment for over 50 years. Driven by our long-term commitment to the research and development of outstanding materials, products and technologies, our mission is to lead the industry in manufacturing superior heat and cold shrink products that meet CGA, UL and other industry approved certifications. We proudly manufacture in Europe, North America, and China to provide strong regional and global supply chain options for our customers.
POSITION SUMMARY:
The Operations Planner will be responsible for:
* Planning and Scheduling Factory Floor Activities
* Capacity planning: To ensure resources are properly utilized (Work Centers)
* Provide Analysis for material that need to re-planned or re-promised based on material availability (i.e. Short Stock)
* Work with Customer Care to ensure Shop Orders and Picking is taking place to support Book and Burn (Stock Items Needs)
* Work with Purchasing on Supply Expediting need to ensure that material delivery is on time
* Work side by side with Warehouse Manager on processes and activities for manufacturing and non-manufacturing materials, including, receiving, storage, inventory accuracy, material disposal, and shipping task(s)
DUTIES:
Operations Planning: Review and oversight of ERP planning functions to ensure parameters are optimized for accuracy and execution; ensure effective management of order intake and delivery to meet customer demands and inquiries.
* Maintenance and distribution of delivery date planning tools (i.e., overview sheet, IFS) to allow for accurate and responsive customer order (CO) promise date confirmations.
* Develop plans according to forecast and sales orders.
* Review conventional order inquiries and provide feedback on lead times; point of contact for conventional order inquiries and order status updates; may interface with customers as required.
* Create and manage COs, distribution orders (DOs) and shop orders (SO) as required to fulfill internal and external demands.
* Create & manage weekly production schedules for DSG to satisfy customer delivery requirements.
* Manage ERP inventory planning level demands in alignment with available staffing, work center capacity, and raw material availability.
* Review/maintain accuracy of inventory via cycle count results and analysis; comment on any improvements to the BOM accuracy; coordinate with the purchasing group as needed.
* FPO management: daily review/correction of transaction errors, review FPOs prior to closing and investigate/correct variances to established standards.
* Data review and reporting: standard accuracy assessment, monitor scrap reporting to ensure scrap accuracy, review cycle count activities and report results for root cause determination.
* Continuous weekly performance and schedule adherence feedback/reporting to the operations team; analyze areas of opportunities.
* Collaborate with the sales, production, distribution and purchasing teams to mitigate supply concerns and to support revenue generation and cost reductions.
Continuous Improvement: Work with the broader planning team to promote continuous improvement and standardization of the "end to end" planning, scheduling, and inventory management practices in the Americas region.
* Maintain robust tools/processes for:
o CO/DO/SO dating
o CO/DO/SO ERP exception management
o S&OP Process
o CO to DO to SO process flow
o Inventory management
* Collect, manage, and analyze relevant data to assess the effectiveness of the planning and scheduling functions.
* Review key metrics reporting for continuous improvement opportunities."
Human Relations: Interface and collaborate with personnel and functional groups effectively.
* Ensure positive employee relations and a commitment to safety.
* Develop and maintain positive relations with all customers (internal/external) for demand inquiries and order status updates."
REQUIREMENTS:
* Minimum 3 to 5 years experience within manufacturing in planning, logistics or related roles. - Must
* Relevant experience in materials planning, scheduling, logistics, or supply chain within a high-volume manufacturing environment. - Must
* Very strong computer skills with proficiency in MS Office products (Excel, Access) and ERP systems. - Must
* Minimum High School Education; University degree, preferred.
* Understanding of manufacturing operations and methodologies.
* Ability to manage and analyze data.
* Highly developed analytical abilities.
* Must be well organized and have strong interpersonal skills.
* Ability to problem solve individually and as part of a team.
WHAT MATTR OFFERS
* At Mattr, safety comes first! We go the extra mile to ensure our employees are safe and healthy
* We understand times have changed and so have we. Mattr offers flexible work arrangements (where possible) to suit your needs
* Comprehensive total rewards package that includes competitive salaries, annual incentives, medical benefits, retirement savings plans, paid vacation days, education assistance programs, corporate discounts and more!
* Participation in service milestone awards and recognition opportunities
* Access to mental health support resources such as our Headversity mental health and wellness platform and free, confidential access to our Employee and Family Assistance Program (EFAP)
* Rewarding growth opportunities (may include global career and travel opportunities) supported by personalized training, development and mentoring programs
* Commitment to providing a diverse, inclusive and accessible workplace environment
* We prioritize our Environment, Social and Governance (ESG) values and offer a paid Impact Day, allowing employees an opportunity to support charitable organizations in their communities
* Company events, social gatherings and team building activities that promote fun!
* We're working to create a better world. Join us!
Mattr delivers advanced material technologies and complex manufacturing expertise through brands offering engineered products, technology and solutions to support infrastructure projects & markets world-wide. Mattr brands: Shawflex, DSG-Canusa, Flexpipe and Xerxes. At Mattr, we have built a true team environment where all employees are empowered to contribute to the success of the company. We want you to join our team!
#IND1
Nearest Major Market: Cincinnati
Warehouse Planner
Planner job in Hebron, KY
Description WarehousePlanner Job Description
Reports To: Warehouse Operations Manager / Distribution Center Manager
Department: Manufacturing & Distribution Operations
The Warehouse Planner is responsible for forecasting, planning, and coordinating daily and weekly workload volumes to ensure efficient labor utilization and optimal warehouse performance. This role works closely with operations leadership, inventory control, and transportation teams to align resources with demand and maintain service level targets. In a manufacturing and distribution warehouse environment, the planner ensures synchronization between production schedules, inventory flow, and outbound logistics.
Key Responsibilities:
· Analyze inbound raw material deliveries and outbound finished goods shipments to develop daily and weekly labor plans.
· Review daily in bound orders for Future Work planning
· Kit production planning
· Review AutoZone orders for product needed to transfer from the DC network
· Analyze inbound packaging material deliveries and monitor consumption for re-order plans.
· Cycle count packing materials weekly to identify reorder points.
· Prepare cycle count sheets for counting and document results.
· Create and maintain workload schedules based on production output, order volume, staffing levels, and operational capacity.
· Review workload in order to schedule staff for over time and the weekend
· Monitor real-time workflow and adjust plans to meet productivity and service goals in both manufacturing and distribution areas.
· Review Manufacturing orders and identify challenges/opportunities
· Review orders and identify challenges/opportunities
· Collaborate with supervisors and team leads to communicate workload expectations and staffing needs across shifts.
· Use WMS (Warehouse Management System) and labor management tools to track performance and identify trends
· Order picks/hour
· Manufacture orders picks/hour
· Order fill rate
· Support continuous improvement initiatives by identifying inefficiencies and recommending process enhancements.
· Review quality alerts and work with DCM with root cause documentation.
· Prepare reports and dashboards for leadership on workload planning accuracy, labor utilization, and throughput.
· Update KPI's weekly
· Coordinate with Distribution Center Manager and staffing agencies to ensure adequate labor coverage during peak production and shipping periods.
· Assist with temporary employee timecards and weekly work hours reporting
Requirements Qualifications:
· High school diploma or equivalent required; associate or bachelor's degree in supply chain, logistics, or related field preferred.
· 2+ years of experience in warehouse operations, planning, or logistics within a manufacturing and distribution environment.
· Strong analytical and problem-solving skills.
· Proficiency in Excel, Warehouse Management System.
· Excellent communication and organizational skills.
· Ability to work in a fast-paced, dynamic environment with shifting priorities.
Preferred Skills:
· Experience with labor management systems.
· Familiarity with lean manufacturing and warehousing principles.
· Knowledge of seasonal planning and peak volume strategies in manufacturing and distribution.
Supply Chain - Integrated Business Planner
Planner job in Cincinnati, OH
Who You'll Work With As a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their most complex and interesting business problems. We surround our technologists with interesting challenges, innovative minds, and emerging technologies.
Are you innately curious? Have a bias for action? Value connection? Want to have fun and be your authentic self at work? We want to hear from you! We're looking for collaborative, entrepreneurial teammates who want to pursue their supply chain passion to build and shape a better future for our clients.
Our Global Supply Chain practice is a diverse team of innovators, experts, and technologists who create a lasting impact for our clients by transforming their supply chains. We have a passion for helping our clients solve their most complex and interesting supply chain problems with simple, effective solutions. We combine entrepreneurial energy, creativity and a practical approach - that focuses on real client needs and pain points - to realize business value quickly.
What You'll Do
* Deliver projects for supply chain organizations across industry sectors.
* Support, guide and manage initiatives related to IBP (Integrated Business Planning) and S&OP (Sales & Operations Planning)
* Partner with clients to innovate and transform their current business models and customer experiences using advanced analytics and emerging technologies.
* Use interviews, workshops and insights from data to diagnose and solve the real problems impacting operating margin and deliver business value quickly.
* Execute across disciplines - analytics, technology, process and op model design - to create holistic solutions.
* Work independently, as a team member, or as a mentor of other consultants and/or clients to ensure successful project delivery.
* Build client knowledge, credibility and long-term trusting relationships quickly at all levels.
What You'll Bring
* IBP (Integrated Business Planning) and S&OP (Sales & Operations Planning) required
* Experience in one or more of these areas: Supply Chain Analytics, Sourcing & Procurement, Supply Chain Planning, Logistics & Fulfillment, or Manufacturing.
* Excellent critical thinking and problem-solving skills.
* Entrepreneurial energy, creativity, empathy and leadership.
* Proficiency with MS PowerPoint and Excel required; Tableau (or similar BI tool), SQL, Python or R a plus.
* Experience with supply chain systems (TMS, WMS, OMS, ERP, etc.), agile development and change management are a plus.
* Track record of building and delivering presentations that clearly and simply communicate complex ideas, quantitative insights and recommendations to senior executives.
* BA/BS degree in Engineering, Supply Chain, Computer Science or Data Science.
* Ability to travel depending on your preference, client needs and safety.
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this position at the Senior Consultant level the base salary pay range is $110K - $145K for consultant, $125K-175K for senior consultant, $175K - $200K for Principal. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
College Planner
Planner job in Springboro, OH
Responsive recruiter Do you want to be a part of a team that empowers students, serves families, and inspires greatness in the next generation of young people? Class 101 is a national college planning franchise whose mission is to provide students and families with expert guidance in the college search, admissions, and financial aid process. As dedicated college advisors, we recommend potential colleges fitting clients' factors and budget, as well as assist in identifying a career path that aligns with their abilities and interests. We support them in the steps necessary to achieve those goals in the most cost-effective manner possible. Class 101-Dayton is seeking college planners at our location in Springboro: someone who will work collaboratively with our team to provide direct college planning to students through individual meetings. The ideal candidate is self-motivated, dedicated to the needs of his or her clients, and willing to learn and execute a proven system for delivering college planning. Job Responsibilities will include, but not be limited to:
Delivering effective meetings with students to educate and empower them on how to navigate the college process using the Class 101 curriculum
Encouraging, motivating, and keeping students on track as they progress through the college admissions process
Serving as an instructor for group prep classes, delivered using Class 101's curriculum
Gaining expertise in all Class 101 curricula and our approach to helping students and families including
Identifying student goals for college and career
Understanding family college budget requirements
Counseling students and families to identify resources for scholarships and financial aid
Providing expertise for developing college lists
Providing regular meeting summaries
Serving as a reliable, knowledge source for students and families
Maintaining and growing knowledge of colleges most reviewed by students in your area
Meeting deadlines for submitting applications
Developing and interpreting summary reports on students' progress on standardized tests.
Guiding students through the essay writing process to create and refine main, supplemental, honors, and scholarship essays
Skills and Requirements:
College degree
Ability to work a flexible schedule
Excellent relationship building skills
Strong organizational skills
Ability to learn and execute a proven system
Ability to meet deadlines
Strong written and verbal communication skills
Other Information
15 to 25 hours work week
Background check required
Compensation: $20.00 - $25.00 per hour
Our mission is to provide families with expert guidance on the college search, admissions, and financial aid process. The end result? Students get into a great college at a price that families can afford. But it's not just about getting into college-it's about helping students find their future. Our one-on-one approach and comprehensive roadmap from 9th-to-12th grade makes the path to higher education more enjoyable for families. Learn more about Class 101 by visiting our company website.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to Class 101 Corporate.
Auto-ApplyBuyer/Planner (Part-time)
Planner job in Cincinnati, OH
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Work Hours: 8:00-4:30 2 days a week
Assist in necessary pre-work to go-live of material supply chain project. Assist in transactional work needed to support transition of materials. Develop and implement inventory, production, and allocation plans to meet established inventory and customer service targets. Establish and maintain strong global relationships with both internal and external customers and suppliers. Manage change within supply chain resulting from product launches/revisions, shifts in demand or customer expectations, product promotions and product discontinuances.
Qualifications
Confirming accurate data flow or visibility in SAP between suppliers
Planning, scheduling, executing and ensuring on-time delivery of finished goods, components, raw materials and distribution orders.
Associate Degree or equivalent related experience.
Additional Information
To know more about the position, please contact:
Trixie Gular
************
NPD Planner 1
Planner job in Eaton, OH
Do you want to work for a global company that creates remarkable experiences through people, products, and food? If you want to be part of a rewarding People First culture that values relationships, trust, and taking the long view, then this is the place for you. Henny Penny was named the 2021 Dayton Business of the Year for many good reasons. Read on to learn more!
New Product Development (NPD) Planner I is responsible for supporting NPD projects and Engineering from a Supply Chain perspective. This includes working closely with Engineering, procurement group and suppliers to obtain quotes, process order requisitions, tracking and expediting orders for various projects. NPD planner will work closely with NPD warehouse to ensure projects receive correct mix of parts and supplies as needed to support NPD projects.
What You'll Be Doing
Support NPD by working with Buyers on sourcing, ordering, expediting, tracking requisitions/parts.
Work and resolve any issues with Engineering, Suppliers and Receiving for NPD parts.
Update and track active forms for each project. Smart Sheet Maintenance.
Working Past Due Shipments Report for NPD orders/requisitions
Strive to improve NPD process and communications between SC and NPD.
Other tasks as assigned by SC Management
What We're Looking For
Bachelor's degree in business or related field, or equivalent experience required.
Minimum 2 years of experience in a manufacturing purchasing/supply chain environment
Ability to analyze and solve problems with data-driven approach and root cause analysis skills.
Proficient with Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
Strong math skills and excellent verbal and written communication, presentation, organization, and time-management skills.
Effective problem solver and possesses excellent ability to multitask.
Ability to collaborate within a team environment, as well as work independently without management oversight in a fast-paced and dynamic environment is critical.
About Us
We're known in our industry for making the best commercial food equipment in the world. Every day, millions of people eat in restaurants operating Henny Penny equipment. We're a behind-the-scenes engine in the world's most demanding kitchens, including long-term partners like McDonald's, Chick-fil-A, KFC, and Wendy's. We're 1,000+ employee-owners who thrive by living a People First mission: to support employees in becoming the best version of themselves both personally and professionally.
We recently completed the largest expansion in our history with the addition of 150,000 square feet on our Eaton campus. This expansion drives development of the world's most reliable, easy-to-use equipment with an innovative new space for global research and development. We have several collaborative spaces for our project teams, a dedicated electrical engineering lab for our hardware and software engineers, a full model shop for rapid prototyping, and a brand-new test lab that has 300 feet of hood space to test new equipment on our product roadmap. On top of that, we have a new state-of-the-art kitchen for our food science group to meet with our customers, understand what they need, and then dial in our equipment to help them make legendary menu items.
Henny Penny is an Equal Opportunity Employer. Qualified applicants are considered without regard to race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), marital status, veteran or military status, sexual orientation, genetic information, gender identity or expression (including transgender status), or any other characteristic protected by applicable federal, state or local laws.
Auto-ApplySenior Wealth Planner
Planner job in Cincinnati, OH
Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
The Senior Wealth Planner is a critical member of Allworth's Advanced Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra-affluent clients.
This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, along with the ability to navigate the unique needs of clients with highly complex financial situations. The Senior Wealth Planner frequently collaborates with Allworth Advisors, the Custodial Referral Program team, and the Head of Private Wealth Strategies to deliver a seamless, high-touch planning experience.
This is a full-time, exempt role with hybrid options in one of our primary office locations: Folsom, California/ Addison, Texas/ Cincinnati, Ohio, Lawrence, KS.
RESPONSIBILITIES:
Strategic Case Planning & Internal Collaboration (30%)
Serve as lead planner on complex engagements requiring multi-disciplinary solutions
Partner with internal stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, and legacy planning
Collaborate with Advisors, Custodial Referral Program partners, and the Head of Private Wealth Strategies to ensure cohesive strategy development
Advanced Tax and Estate Planning Expertise (30%)
Design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRUTs/CLTs, charitable foundations)
Address federal and multi-state tax implications for high-net-worth individuals and families
Support wealth transfer, succession, and liquidity strategies for private business owners and multi-generational wealth structures
Client-Facing Plan Development and Delivery (30%)
Produce tailored financial plans using eMoney and MoneyGuidePro, integrating client-specific goals and technical modeling
Join client meetings as a subject matter expert, providing clear and actionable advice across complex topics
Ensure deliverables are high-quality, timely, and aligned with the Allworth value proposition
Mentorship & Thought Leadership (10%)
Mentor junior and mid-level planners within the Advanced Wealth Planning Team
Contribute to the enhancement of firm-wide planning strategies, tools, and workflows
Stay current with industry trends, regulatory updates, and planning innovations relevant to ultra-high-net-worth clients
REQUIRED QUALIFICATIONS:
Bachelor's degree in Finance, Financial Planning, Accounting, or related field
CFP required; CPA, JD, LLM, or other advanced credentials in tax or estate planning strongly preferred
Minimum 5 years of financial planning experience, including substantial engagement with high- and ultra-high-net-worth clients
Familiarity with planning for individuals and families with $10M - $50M+ in net worth, including trust and estate complexities, family governance, and business succession strategies
Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment-related considerations
Excellent interpersonal, writing, and presentation skills with the ability to communicate complex strategies clearly
Proficiency with eMoney, MoneyGuidePro, and CRM platforms such as Salesforce
Travel required approximately 20% - 25% for in-person client meetings
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Auto-ApplyBuyer/Planner
Planner job in Blue Ash, OH
Thank you for your interest in becoming part of the team at Legrand!
DUTIES AND ACCOUNTABILITIES
Place purchase orders, manage purchase order confirmations, and maintain open purchase order reports with vendors to support manufacturing and engineering requirements
Process engineering change orders and communicate appropriately with vendors regarding revision changes and obsolescence of material
Assist in sourcing and negotiation of terms with suppliers on current and new products
Participate in as well as lead projects involving internal and external parties both domestically and overseas to ensure timelines and objectives are met
Resolve quality issues with suppliers
Maintain master data in ERP system
Identify and implement cost reduction opportunities
Assist in qualifying new vendors
Monitor inventory and usage levels
Work closely with Senior Buyer/Planner or supervisor to gain work direction and to obtain assistance in escalated problem resolution
Recommend and assist in development of purchasing-related processes and procedures
Coordinate with other departments to determine materials needed and schedules to be met; communicate commitment concerns to Senior Buyer/Planner or supervisor
Responsible for purchase order files, invoices and related purchasing records
Consistently support compliance by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non -compliance, and adhering to applicable federal, state and local laws and regulations
Understand workplace hazards and take steps to proactively prevent and report hazards or injuries in the workplace. Cooperate in Safety Programs, initiatives, and investigations.
Demonstrate our five core values of Integrity, Customer Responsiveness, Innovation, Passionate Contribution & Empowerment and Continuous Improvement
JOB REQUIREMENTS
Essential Knowledge, Skills and Abilities Required:
Demonstrated ability working with minimal supervision and exercising judgment
Self-starter with the ability to manage to tight timelines
Positive, energetic attitude, and initiative; Strong work ethic
Strong written and oral communication skills
Ability to work in a team environment, and leverage additional resources as needed
Ability to demonstrate flexible and efficient time management and to appropriately prioritize workload based upon organization or department needs
Ability to multi-task and manage several projects through completion at one time; while providing high attention to details
Developed problem analysis and problem solving skills
Proficient with negotiating and sourcing commodities
Intermediate computer and database skills with proficiency using the internet, Word, Excel and Outlook (or related e-mail system)
Quality mindedness
Customer focused (internal and external customers)
Excellent project management and planning skills
Must possess high degree of professionalism and ability to handle confidential information
Minimum Education and Experience Required:
Bachelor's degree in business or related field, and a minimum of two (2) years' experience working in a purchasing function in a manufacturing environment; or combination of relevant education and experience
Special Job Requirements:
May require frequent availability and communication during non-standard business hours to communicate with global team members
Preferred Qualifications:
Degree with emphasis in inventory and purchasing/materials management
Knowledge of MRP-based software systems
Knowledge of APICS
Knowledge of Inventory Management
Understanding of Lean Manufacturing
WORKING CONDITIONS/PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required (for the majority of the working day) to sit and make coordinated movements of the fingers for data entry on a keyboard.
Ability to lift up to 50 pounds
General office environment
May require regular ground travel to other company facilities within local metropolitan area
Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to/from this job at any time.
Legrand is proud to be an Equal Opportunity Employer. You will be considered for this position based upon your experience and education, without regard to race, color, religion, sex, national origin, sexual orientation, ancestry; marital, disabled or veteran status. We are committed to creating and maintaining a workforce environment that is free from any form of discrimination or harassment.
If you'd like to work in a fun, creative, business-casual environment that offers a comprehensive benefit package, we encourage you to apply!
Legrand is an equal employment opportunity employer.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal Information.
Auto-ApplyBuyer/Planner III
Planner job in Cincinnati, OH
Computech Corporation provides IT and consulting services to various customers across the globe. We are a Minority Certified Company with over 15 years of industry experience. Our global delivery model and proven track record enable companies to realize improved business efficiency and increased profitability.
Job Description
Duration: 2 Weeks
General Description:
Develop and implement inventory, production, and allocation plans to meet established inventory and customer service targets.
Responsibilities include planning , scheduling, executing and ensuring on-time delivery of finished goods, components, raw materials and distribution orders.
Establish and maintain strong global relationships with both internal and external customers and suppliers.
Manage change within supply chain resulting from product launches/revisions, shifts in demand or customer expectations, product promotions and product discontinuances.
Qualifications
Associate Degree or equivalent related experience.
Additional Information
SIP and SAP experience is a must!
Purchasing Specialist
Planner job in Dayton, OH
Nordson Measurement & Control, a global leader in Measurement & Control, is seeking an experienced and highly motivated individual to join our team. We are committed to creating a diverse and inclusive workplace, and we are looking for candidates who share that same commitment.
Summary of the role
As a member of our team, you will have the opportunity to work in a dynamic and collaborative environment, where your ideas and contributions will be valued and respected.
Job Summary
At Nordson Corporation MCS Division, the Strategic Technical Buyer plays a critical role in sourcing and procuring complex engineered components and systems that support our precision technology solutions. This role requires strong technical acumen, supplier management expertise, and strategic thinking to ensure timely, cost-effective, and quality-driven procurement aligned with Nordson's innovation and operational goals.
Essential Job Duties and Responsibilities
Partner with engineering and manufacturing teams to understand technical specifications and sourcing needs.
Identify, evaluate, and develop suppliers capable of meeting Nordson's quality, cost, and delivery standards.
Lead strategic sourcing initiatives for high-value and technically complex commodities.
Negotiate long-term contracts and pricing agreements with suppliers.
Support new product development (NPD) by aligning procurement with design and production timelines.
Monitor supplier performance and drive continuous improvement in quality and delivery.
Collaborate globally across Nordson's business units to leverage supplier capabilities and optimize spend.
Ensure compliance with corporate policies, industry regulations, and sustainability goals.
Education and Experience Requirements
Bachelor's degree in Engineering, Supply Chain, Business, or related field.
5+ years of experience in strategic or technical procurement, preferably in a manufacturing or technology-driven environment.
Required Skills and Abilities
Strong understanding of technical drawings, materials, and manufacturing processes.
Proven negotiation and supplier relationship management skills.
Experience with ERP systems (e.g., SAP) and procurement analytics tools.
Ability to work cross-functionally in a global, matrixed organization.
Experience in sourcing for precision components, electronics, or fluid management systems.
Certification in supply chain or procurement (e.g., CPSM, CSCP).
Familiarity with lean manufacturing, Six Sigma, or Nordson Business System (NBS) principles.
Experience working with international suppliers and global sourcing strategies.
Working Conditions and Physical Demands
Office environment. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
#LI-CL1
Interested?
If you are interested in being a part of a team and creating an inclusive and diverse workplace, please apply online with your CV.
About Nordson Measurement & Control
Nordson Measurement & Control designs, develops and produces a wide range of process measurement and control instrumentation for a broad scope of manufacturing industries. By joining our team today, you will help us bring innovative ideas to life. Nordson Measurement & Control is a global team that works to create intelligent solutions that help our customers improve their manufacturing process, produce better products and become even more competitive. We offer a supportive culture in a growing and dynamic work environment. Whether you're just beginning your career or you're a seasoned professional, there's a place for you to belong at Nordson Measurement & Control. We offer hourly and salary positions in production, maintenance, customer service, quality, engineering, and more. We actively invest in our teams to help you build your skillsets and advance your career.
Auto-ApplyBuyer Planner
Planner job in Montgomery, OH
Job Description
Job Title: Buyer/Planner
About the Role:
We are seeking a highly motivated and results-oriented Buyer/Planner to join the dynamic procurement team at an innovative manufacturer. As a key member of the team, you will work closely with the Director of Procurement to strategically source and manage the flow of raw materials and finished goods.
Key Responsibilities:
Manage the procurement process for a designated group of materials, ensuring timely delivery to support production schedules.
Develop and maintain strong relationships with suppliers, negotiating pricing, lead times, and quality agreements.
Analyze market trends and supply chain disruptions to identify and mitigate potential risks.
Forecast demand and plan inventory levels to optimize stock and minimize costs.
Utilize ERP systems (e.g., SAP, Oracle) to manage purchase orders, track shipments, and monitor inventory levels.
Collaborate effectively with cross-functional teams, including production, engineering, and quality assurance.
Drive continuous improvement initiatives to enhance procurement processes and identify cost-saving opportunities.
Ensure compliance with all relevant regulations and company policies.
Qualifications:
Bachelor's degree in Supply Chain Management, Logistics, Business Administration, or a related field.
2+ years of progressive experience in procurement or supply chain planning within a manufacturing environment.
Proven experience managing purchase orders, inventory control, and utilizing ERP systems.
Strong analytical and problem-solving skills with proficiency in data analysis tools (Excel, Access, SQL Server, Tableau, Python, etc.).
Experience with Project Management methodologies (e.g., Scrum, Agile) is a plus.
Excellent communication, interpersonal, and negotiation skills.
Experience developing and utilizing dashboards for performance tracking and reporting.
Demonstrated ability to identify and resolve supply chain disruptions.
A strong work ethic and a proactive approach to problem-solving.
Wave Planner/Logistics Planner I
Planner job in Fairfield, OH
Hilco Vision is an industry leading global eyewear/eye care company delivering comprehensive solutions to customers, built on a platform of innovation and operational excellence. Our goal is to take pain points away from our customers' lives, increasing simplicity and making our customers successful. Hilco has direct subsidiaries in the USA, UK, Germany, Australia, China, and the Netherlands, and our product portfolio is concentrated on five primary product categories: Professional Tools, Vision Protection, Consumer Accessories, Lenscare and Eye Care.
Hilco Vision has a state-of-the-art facility in Fairfield, OH, and is searching for an experienced Wave Planner to join the team! The Wave Planner is responsible for allocating orders, releasing work to the warehouse floor, balancing workflow, and ensuring outbound turn times are within acceptable levels to meet customer needs. Assigns and monitors the work including staging, wave times, pick assignments and replenishment for various teammates as well as help troubleshoot issues and maintain coordination of outbound orders.
This role is on site in our Fairfield Facility, Monday through Friday, 2:30-11pm.
Qualifications:
3 months-1 year of experience working as a Wave Planner/logistics planner, Outbound Coordinate, or Outbound Planner in a manufacturing environment.
Pragmatic, proactive, analytic, detail orientated, result and output oriented.
Quick learner, drive for knowledge sharing and continuous improvement.
Analytical, structured and curious, continues with present information.
Strong communicator on different levels, and team player.
Ability to work in a multi-disciplinary team within a high-tech environment
Excellent WMS knowledge, with a preference to Softeon
Flexibility to work in shifts and weekends, work overtime when needed.
Responsibilities:
Assist in analyzing and executing the Wave Plan to predetermine ship schedules are met for all customers while maintaining a level workload of activity across all shifts.
Checks for any shorts that can be filled or were cut unnecessarily and any other special requests before closing out waves.
Prioritize daily schedule and create reports as needed to monitor, track and measure performance at all levels.
Collaborates and works closely with Operations teams to ensure the completion of replenishment to release orders to warehouse floor.
Clearly communicating with internal/external partners; identifying key issues and collaborating with operations management team to determine a resolution
Responsible for escalating any system problems.
Assists co-workers with questions regarding picking issues.
Perform other related duties as assigned.
Benefits:
Weekly Pay
Safety footwear reimbursement
PPE provided by the organization (safety glasses, etc.)
Know anyone amazing? We offer a referral bonus equal to $1,000!
Medical, dental, and vision coverage
Paid time off
401K Savings plan
Robust EAP program
Strategic Account Planner
Planner job in Cincinnati, OH
Why Join Our Team? When joining Leap Group, you're joining a team that is passionate, innovative, and connected. Some words we've heard our teammates use to describe our culture are welcoming, collaborative, flexible, and dog-friendly (warning: your interview may be accompanied by a wagging tail)
We give our team the ability to make an impact with clients, while expanding their experience and depth of knowledge in the process. We like to show our appreciation for everything our teammates do by offering supportive and inclusive benefits that allow them to thrive. This includes things like:
Health, dental, vision, and ancillary benefits
Paid maternity and paternity leave
Unlimited PTO and Summer Fridays
Autonomy and flexibility
Company-paid access to coaching and therapy
401k plan with match and 1:1 access to investment advisor
Professional development opportunities
Remote-hybrid flexibility
Diverse and Inclusive Marketing Comes from Diverse and Inclusive Teams
We recognize our teammates are our greatest assets in helping our clients market less and matter more. Diverse backgrounds, opinions and perspectives on our team allow us to expand our own perspectives and, in the process, create solutions that are innovative, creative, and strategic.
We're constantly working to transform our agencies and industry into spaces that are more diverse, equitable, and inclusive, and we welcome the addition of YOUR unique voice and perspective. Don't forget to ask us about our focus on diversity, equity, and inclusion during your interview.
Accommodation Requests
Leap Group complies with the ADA and ADAAA. If you need reasonable accommodation to apply, interview, or do the job, please include your accommodate request in the corresponding application question.
Where is This Role?
While we service clients nationally and internationally, Leap Group has a footprint in the Midwest, with offices in:
Louisville, KY
Cincinnati, OH
Indianapolis, IN
Chicago, IL
Our roles are typically open to remote candidates located and authorized to work in the U.S. However, strong preference is always given to candidates in or near our physical footprint. This is because we've found the ability to seamlessly collaborate in-person is very valuable to the nature of our work.
Regardless of location, onsite time and periodic travel for things like client meetings, collab sessions, production work, pitches, and team gatherings is important and expected. Our hybrid work model is core to how we deliver impact.
Check Us Out
To learn more about our agencies and work, visit ************************
Who is the Strategic Account Planner?
The Strategic Account Planner uses strategic insight and creative thinking to shape the success of our clients' marketing campaigns. They play an essential role in conceptualizing, planning, and guiding innovative multi-channel campaigns that engage audiences and deliver meaningful results.
This role bridges a client's business priorities with the work the agency produces - conducting research to deeply understand the client's market, audience, and industry landscape, and translating those insights into clear, actionable direction for campaigns and tactics.
The Strategic Account Planner collaborates with teams to develop innovative, insight-driven campaigns that enhance the customer experience and deliver measurable results, ensuring every campaign is grounded in understanding, differentiated in the market, and designed to achieve positive business outcomes.
Broad responsibilities include:
* Assess client goals, industry trends, competitive activity, and market influences to inform strategic direction.
* Identify and understand target audiences through research, data, and behavioral analysis to ensure precise targeting and lasting impact.
* Define and articulate the brand's unique value, tone, and position in the market.
* Develop strategic briefs that inspire creative teams, guide media planning, and align work with business objectives.
* Partner with account teams to present briefs and strategic recommendations to clients and internal stakeholders.
* Collaborate with creative teams to refine work and ensure it remains strategically sound.
* Stay attuned to emerging cultural, media, and technology trends to keep clients informed and relevant.
* Serve as a trusted advisor, aligning strategy with evolving business goals and key success metrics.
* Contribute to proactive recommendations, proposals, and organic growth opportunities.
* Collaborate with Account, Creative, Media, and Analytics teams to develop cohesive strategies aligned with client goals.
What do You Need?
* Bachelor's degree in marketing, advertising, business, psychology, sociology, or related field (or equivalent experience.)
* 4+ years' experience in marketing or advertising, contributing to insight-driven campaigns.
* Proven ability to translate data and research into actionable insights and strategic recommendations.
* Understanding of experience planning processes and deliverables that drive campaign success.
* Skilled in sourcing, synthesizing, and interpreting both qualitative and quantitative research.
* Experience managing primary research and collaborating with research vendors.
* Strong collaborator across account, creative, and client teams.
* Demonstrated success building positive, strategic client relationships.
* Excellent communication skills, able to distill complex insights into clear, compelling stories.
* Creative problem-solver with proactive, strategic thinking.
* Experience across multiple industries preferred; familiarity with finance, healthcare, retail, or CPG is a plus.
* Proficiency with consumer insight tools (e.g., eMarketer, GfK MRI, Forrester) and competitive tools (e.g., ahrefs, SEMrush, Comperemedia, SimilarWeb, SparkPost).
Important note: if you think you have what it takes to be a great in this role but don't necessarily meet all of these qualifications, please still apply! While we work hard to eliminate unnecessary requirements from our job ads, our teams and needs are constantly evolving, and we'd always love the opportunity to connect and see what might be a fit.
Health Education Program Planner - EXAM
Planner job in Franklin, OH
Definition Under general supervision, is responsible for planning, organizing, and implementing public health education programming or public health promotion; performs related duties as required. Examples of Work (Any one position may not include all of the duties listed, nor do the examples cover all of the duties that may be performed.)
* Participates in or helps develop educational programs or materials for the direct involvement of citizens with health problems;
* Confers with civic groups, health organizations, planning councils, and others to gather or share information on health programs;
* Organizes data and evaluates information based on program goals or objectives;
* Reviews and evaluates materials relevant to programs such as budget or staffing estimates, study results, or educational materials to determine additional data requirements;
* Lectures and interacts with individuals, schools, and community groups in order to provide technical assistance and guidance;
* Prepares reports, correspondence, and educational materials referencing findings or health services;
* Participates in various health education programs, conferences, meetings, and the Speaker's Bureau;
* Conducts and/or participates in field investigations, opinion polls, demographic studies, or other research to gather necessary information;
* Interacts with school administrators, physicians, nurses, and teachers in order to assist in the development of effective health education programs as part of the school curricula;
* Operates a computer to enter data, conduct research, and keep records;
* May investigate budget needs and prepare applications to funding agencies for public health projects;
* May be assigned to serve as a member of an Incident Command System (ICS) Team, or a similar public health response team which may include the conduct of operations on a 24/7 basis at remote location.
Minimum Qualifications
Possession of a bachelor's degree in a health or social science field. Substitution(s): Experience in developing or implementing health education programs or health promotion may be substituted for the required education on a year-for-year basis.
Test/Job Contact Information
QUALIFYING NONCOMPETITIVE EXAMINATION ANNOUNCEMENT:The names of the applicants passing this administration of this exam will be used to create a NEW, NONCOMPETITIVE, eligible list, and will replace the names of applicants on the current eligible list. If you are interested in having your name included on the new eligible list, you will need to apply for this exam within the filing period and successfully complete all phases of the testing process. Questions regarding this process can be directed to the Test Center at ************.
The examination process will consist of a written work sample weighted 100% covering Planning and Organizing, Information Analysis, and Written Communication.
The exam is expected to be administered in early January. Approved applicants will be notified by mail/email of their scheduled test date and time.
All applicants must complete all phases of the testing process in order to receive a final score. The names of all candidates who pass this examination will remain on the eligible list for two years, unless the eligible list is replaced prior to or extended beyond the two years. If a candidate's name is certified and the candidate is to be considered for employment, the hiring process will include one or more interviews, a criminal background check, and a pre-employment drug test.
The certification process will be: Alphabetical
The City of Columbus is an Equal Opportunity Employer
Financial Planner
Planner job in Cincinnati, OH
Purpose:
As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client's main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.
Job Responsibilities:
Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.
Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience.
Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.
Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client.
Serve as the client's main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.
Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.
Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.
Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.
Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.
Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.
Equipment Used:
Standard office equipment
Web conferencing software
Cloud-based storage software
Finance Planning Software
CRM Software
Microsoft Office Suite
Hours/Travel:
Monday through Friday; 8:00 am - 5:00 pm plus occasional evenings and weekends.
Meetings and events may require work outside normal office hours and outside of the office.
Knowledge, Skills, and Abilities:
Progressive analytical knowledge, client service, and interpersonal skills.
Excellent verbal, written, and presentation communication skills.
General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.).
Adaptable, detail-orientated, and creative problem-solving.
Ability to multitask, learn, and think beyond the current process.
Proficient in Microsoft Office suite.
Knowledge of different business and finance software.
Education:
Bachelor's degree required preferrable in Finance or Business Administration
CFP Preferred
Experience:
3+ years in Finance, Banking, Tax, accounting firms, or customer service-related field.
Series 65:
Series 65 or equivalent required.
Auto-ApplySr Network Planner
Planner job in Batesville, IN
This is where your work makes a difference.
At Baxter, we believe every person-regardless of who they are or where they are from-deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond.
Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results.
Here, you will find more than just a job-you will find purpose and pride.
Your Role at Baxter
The Network Planner is responsible for balancing and optimizing supply planning to meet demand. This position provides input to define and implement supply planning process, determining priorities, including supporting the creation of MRP for sourcing of materials, DRP, MPS, supporting process improvements, and supply reviews.
What You'll Be Doing
Supports the generation of the replenishment requirements using the demand signal, on-hand inventory and inventory targets that deliver a comprehensive network supply plan across the supply chain organization, to meet all financial requirements, operational capabilities, and wholesalers service objectives for assigned Business Unit.
Undertaking analytics and identifying process improvements managing a defined product portfolio.
The Network Planner recommends changes to the network supply plan when deemed necessary over the planning horizon. Changes are to be governed through sales and operations execution (S&OE) and planning (S&OP) process.
Communicates and interacts with demand planners, customer management, network supply planning supervisor, sales, and finance to provide replenishment plans and exception-based reporting for assigned BU. Makes recommendations on actions needed to meet actual and forecasted demand.
Supports the Supply Planning team with new product introductions and product conversions.
Reports Key Performance Indicators for their given Business Unit complete with process improvement initiatives and prioritizes tasks and deliverables in a timeline driven environment.
Supports the Sr. Network Supply Planner to drive continuous improvement efforts to improve performance on all key metrics, including service targets and network inventory levels.
What You'll Bring
B.A./B.S. Supply Chain, Operations or a business-related field.
Experience in an end-to-end supply chain role and experience in production planning, supply chain planning, or logistics.
Minimum of 3+ years' experience in supply chain planning.
APICS certification a plus.
Strong analytical, critical thinking, & problem-solving skills required.
Strong mathematical and analytical skills including experience with statistical analysis and data modeling.
Must be proficient in data gathering and quantitative and qualitative data analysis, including business process metrics and measures linking to business KPIs.
Experience with planning tools, business intelligence tools & business analytics software Accustomed to using a variety of technology tools and applications to support daily work including Rapid Response.
Advanced experience with Microsoft Office applications, Excel and PowerPoint a must.
Strong interpersonal skills and ability to work collaboratively with co-workers, related internal functions, external partners, and on project teams.
Process improvement & proven results turn-around a plus. Customer management skills and experience a plus.
Solid, straightforward, and professional oral and written communication skills, including presenting data and analysis clearly to management.
Self-directed and possess a sense of urgency.
We understand compensation is an important factor as you consider the next step in your career. At Baxter, we are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. The estimated base salary for this position is $72,000 - $99,000 annually. The estimated range is meant to reflect an anticipated salary range for the position. We may pay more or less than of the anticipated range based upon market data and other factors, all of which are subject to change. Individual pay is based on upon location, skills and expertise, experience, and other relevant factors. This position may also be eligible for discretionary bonuses. For questions about this, our pay philosophy, and available benefits, please speak to the recruiter if you decide to apply and are selected for an interview.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
US Benefits at Baxter (except for Puerto Rico)
This is where your well-being matters. Baxter offers comprehensive compensation and benefits packages for eligible roles. Our health and well-being benefits include medical and dental coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount, and the 401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. Join us and enjoy the competitive compensation and benefits we offer to our employees. For additional information regarding Baxter US Benefits, please speak with your recruiter or visit our Benefits site: Benefits | Baxter
Equal Employment Opportunity
Baxter is an equal opportunity employer. Baxter evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic.
Know Your Rights: Workplace Discrimination is Illegal
Reasonable Accommodations
Baxter is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information.
Recruitment Fraud Notice
Baxter has discovered incidents of employment scams, where fraudulent parties pose as Baxter employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice.
Auto-ApplyPurchasing Specialist
Planner job in Wilberforce, OH
Return to Careers Division/Department Business Office Reports to Chief Financial Officer Type Full-Time The Purchasing Specialist prepares and manages required documentation, negotiates with vendors, and procures a wide variety of various goods and services in accordance with University policies and government regulations as applicable. This position is part of the business office and performs tasks for purchasing and other accounting duties.
Essential Duties & Responsibilities
Accounts Payable & PO Management
* Process vendor invoices with proper matching to purchase orders and receiving documentation.
* Ensure compliance with university policies and purchasing requirements.
* Reconcile PO balances and identify variances between invoices and purchase records.
Customer Service & Communication
* Serve as the first line of support for departments and vendors regarding invoice status, payments, and account coding.
* Proactively communicate delays, discrepancies, or missing documentation to stakeholders.
* Build positive relationships with internal departments and external vendors.
Budget Tracking & Support
* Monitor and track departmental budgets and expenditures using Banner.
* Alert departments to budget overruns and assist in reallocating funds when needed.
* Provide monthly reports or budget summaries to department heads upon request.
System Use & Recordkeeping
* Enter and manage AP transactions in Banner.
* Maintain accurate records of invoices, approvals, and payment documentation.
* Assist in preparation for audits and year-end close.
Required Knowledge, Skills and Abilities
* Knowledge of state and federal procurement regulations.
* Experience with fund accounting or grant-related purchases.
* Familiarity with 1099 reporting and W-9 management.
* Attention to Detail,
* Thoroughness
* Organization
* Analyzing Information
* PC Proficiency
* Data Entry Skills
* General Math Skills.
* Strong customer service mindset and problem-solving ability.
* Knowledge of basic accounting principles and budgeting.
* Detail-oriented with ability to prioritize and manage multiple deadlines.
* Proficient in Microsoft Excel and financial systems.
Minimum Qualifications
Education
* Associate's degree in Accounting, Finance, or Business required.
* Bachelor's degree preferred in Business Administration or related field
Experience
* 2+ years of experience in accounts payable, customer service, or finance.
* Higher education or public sector experience is strongly preferred.
* Experience using Ellucian Banner or similar ERP system is required
* Experience with Microsoft Office (Excel and Word)
Wilberforce University is an equal opportunity employer and is committed to fostering an inclusive and diverse community. All candidates must be legally authorized to work in the United States at the time of hire. The University does not sponsor or take over sponsorship of employment visas for this position.
Wilberforce University
Founded in 1856, Wilberforce University is America's first private, coeducational University established to educated men and women of African descent; and is closely affiliated with the African Methodist Episcopal Church. Today, Wilberforce is a well-respected private, residential liberal arts university with a clear mission, core values and vision for the future and is a noted pioneer in the Co-Operative Education Movement.
Wilberforce awards the Bachelor of Arts and Bachelor of Science degrees in the areas of business, engineering and computing science, humanities, natural sciences, and social sciences; as well as the Master of Rehabilitation Counseling degree. The University is located in Wilberforce, Ohio, a community readily accessible to the Dayton, Cincinnati and Columbus metropolitan centers' social, professional and cultural amenities and airports.
Wilberforce University is an Equal Opportunity Employer
How to Apply:
To apply for the Purchasing Specialist position, use the "Quick Apply/Submit Resume" button below to submit your information, cover letter and resume to the Wilberforce University Department of Administration and Human Resources.
Birthday Party Pro
Planner job in Erlanger, KY
Job DescriptionDescription:
The Birthday Party Instructor is responsible for leading a birthday party and or special events in a safe and fun environment as outlined by the Director/Coordinator. Raise the participant's self-esteem and confidence.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure the safety of children in the class at all times
Work and directly communicate with all the club directors and coordinators
Effectively and enthusiastically lead the birthday party through the designated activities and abiding by the lesson plans as closely as possible
Ensure implementation of all safety standards and cleaning procedures
Strive to improve the present level of business through all current customer policies
Constantly maintain the appearance and cleanliness of the facility
Maintain professional appearance and conduct himself/herself at all times in accordance with business standards found in the employee handbook
Obtain and maintain certifications necessary for the specific activities.
Continue to develop professional status through continued training and education
Assist in the development of new lesson plans aimed at increasing the quality of our programs
Understand lesson plans and prepare yourself to instruct students on the proper way to execute skills and activities
Arrive 15 minutes before your scheduled party time in order to great the participants of the party
Stay after your party to speak with parents who may have questions or concerns, and to clean up the area
Always be in control of your participants and manage your party effectively
Goodie bags and marketing materials must go out on time, it is your responsibility to read handouts and know information
Behave as a role model for your students, act professionally
Understand each participant is an individual and is important, regardless of ability
Attend staff meetings as scheduled
Check mailbox, bulletin board, and weekly reader during every scheduled shift
Keep accurate records and submit all required class reports to the Director/Coordinator
Requirements:
Must be available to work in-person on weekends. Access to a phone is required.
Excellent communication and interpersonal skills
Must have an energetic, outgoing personality, able to get along with a variety of personalities
Ability to speak loudly and clearly in front of groups of people
Ability to multitask in a fast-paced environment
Must be able to deal in a courteous, knowledgeable, and respectful manner with guests and staff
Loves working with children and parents
Must be organized able to meet schedule deadlines
Able to stand for long periods of time
Understands facility policies, procedures, and rules
REQUIRED EDUCATION, CERTIFICATIONS AND EXPERIENCE
American Red Cross CPR/AED for the Professional Rescuer (within 60 days of hire)