Chicago Casting Calls & Acting Auditions

Job Title: Product Manager III

Location: Remote

Duration: 6+ Months

Day-to-Day Responsibilities and Project Description: This role entails a Product Manager position within the Registration team. The ideal candidate should possess a minimum of 5 years of demonstrated experience as a Product Manager in the industry, with a strong focus on onboarding experiences such as Seller Registration, Buyer Registration, Risk, and KYC/Identity Verification flows. The successful candidate should exhibit a passionate commitment to customer experience, collaborating closely with UX, research, and design teams to iteratively enhance customer interactions in companies that prioritize customer satisfaction.

The role requires an extremely data-driven approach, utilizing data to derive insights and guide decision-making. Proficiency in Agile methods is essential, involving close collaboration with engineering teams, documentation of product requirements, analysis of business needs, and driving solutions to fruition. The Product Manager will oversee all stages of product planning, design, development, documentation, and execution throughout the product life cycle.

Key Responsibilities:

· Prioritize and gather product and customer requirements, defining the product vision.

· Collaborate closely with product leads, engineering, marketing, operations, and support teams.

· Adhere to the company’s quality system procedures for design control, ensuring compliance.

· Achieve revenue and customer satisfaction goals through effective product management.

· Define product strategy and roadmap to guide development efforts.

· Maintain a deep understanding of the competitive landscape.

· Exhibit self-initiation and proficiency in resolving loosely defined problems.

· Manage cross-functional partnerships across different time zones (US, Shanghai, Europe).

The Judge Group

Embark on an exciting journey as a USG Market Development Manager within a dynamic organization. As a key player during a phase of substantial growth, you’ll spearhead the launch of cutting-edge products. While primarily based remotely, you’ll extensively travel to both US and UK company locations, orchestrating market development strategies for exceptional business growth and customer acquisition, especially within the U.S. Government sector.

Key Responsibilities:

• Develop and execute market development strategies, collaborating with marketing, channel, and partner teams.
• Enhance sales alignment, profitability, and customer satisfaction through strategic planning.
• Oversee Terrestrial Business Unit equipment sales, contracts, forecasting, and sales management.
• Provide insightful marketing analysis to refine strategy and product roadmaps.
• Manage pipeline activities, revenue impact, and accurate sales forecasts.
• Promote targeted understanding of capabilities within various markets.
• Support new product, pricing, promotion, and marketing programs.
• Foster relationships across functions and levels, internally and externally.

Key Requirements:

• Experience in Satellite Communications industry, focusing on USG SATCOM terminal business development.
• Deep technical understanding of IT/communication networks.
• Strong presentation skills and familiarity with start-up environments.
• Project management expertise within cross-functional organizations.
• Proficiency in customer segmentation concepts and Salesforce.
• Ability to forge relationships and communicate across functions and levels.
• Sharp analytical thinking and out-of-the-box problem-solving.
• Strong business development and project management skills.

Join a dynamic team where innovation thrives. Uncover exciting benefits and growth prospects. Apply now to shape the future of connectivity!

I look forward to hearing from you!☺

EVONA

POSITION OVERVIEW:

The Sr. Product Manager will be responsible for profitable growth of the Business Unit and will be involved in all aspects of New Product Development from concept to customer. This position will also provide marketing support for the continued business of existing product lines. A successful candidate for the Sr. Product Manager position will translate customer needs into product definitions, utilize market data to generate business plans for new products, and cross-functionally manage product introductions to the marketplace. Reporting to the Chief Marketing Officer, the candidate will work in collaboration with a matrixed business structure. This role is based in Pasadena, TX or hybrid with a minimum of 8 days per month in Pasadena. Approximately 15-20% travel to domestic and international locations (Guardian development sites as well as customer visits).

OUR PURPOSE & VALUES:

Our purpose is to make height safety simple so our partners could focus on what’s important to them.

One Team. One Goal. We go further together – diverse in our talents, united in our goal of making safe simple.

Stand Tall. We step up to the toughest challenges and stand up for what’s right.

Dare to be Different. We’re open-minded and unafraid – prepared to go against the herd when we think there is a better way.

RESPONSIBILITIES:

· Manage a category &/or product line(s) and apply an understanding of the market, category, and end user to build category leadership.

· Lead innovation and product portfolio management and provide input into category strategies and priorities.

· Manage the day-to-day operations of assigned category &/or product lines.

· Track external data and trends, including macroeconomic data, market and category trends, competitive information, customer insights and suggest conclusions and recommendations.

· Measure market data, including share/POS, distribution, competitive activity, and pricing, and use data to make recommendations.

· Propose category &/or product line long-term vision, strategies, and 3-5-year financial targets.

· Assess category &/or product line performance and provide input into annual plan to deliver brand and business objectives.

· Make product branding and naming recommendations in line with brand architecture and visual identity.

· Collaborate with Brand Marketing to ensure product, pack and marketing assets support brand communication priorities and style guide.

· Analyze category, end user and competitive activity to identify trends and future sources of growth.

· Assess product portfolio choices to determine product classes to enter, exit, or maintain.

· Proposes inputs to new product pipeline, validated with appropriate user insights and testing. Analyze post-launch success metrics and recommend changes to strategies and plans.

· Participate in price strategy discussions.

· Propose distribution/penetration goals for new product launches.

· Monitor results vs targets and recommend adjustments to ensure success.

· Prepare and present user and category insights and strategy as Global Business Unit lead.

· Develop selling materials and samples for internal and external sales meetings.

· Provide input into annual base and stretch revenue and gross margin targets for category &/or product lines.

· Take action to address financial risks and opportunities, including optimizing pricing/programming and managing mix.

· Monitor gross margin vs targets and take action to close identified gaps, including resolving product cost issues.

REQUIRED QUALIFICATIONS:

· B.S. in Business or Business/Marketing/Engineering or equivalent practical experience required.

· 7 years of commercial experience with 2+ years in Product Management or Product Development of durable hard goods in major industrial markets.

· Experience in leading, presenting, and publishing three-year strategic category plans.

· Deep understanding of go to market strategies, and customer base for professional / industrial distribution.

· Experience in managing and growing product lines and launching new products.

· Conceptual, strategic, but able to probe into specifics when necessary. Analytic and fact based most of the time, but able to draw on intuition. Ability to analyze and interpret financial data.

PREFERRED QUALIFICATIONS:

· Relative experience working in the height safety or personal protection equipment product industry.

· Effective project leadership, teamwork, communication, writing, and problem-solving skills.

· Demonstrated computer skills including strong proficiency in Microsoft Office tools.

· A strong desire to work in a highly transformational environment that allows rapid personal growth.

· Strong conceptual ability and highly developed analytical skills.

Fast Growing Medical Company

Role

Reporting to a Cross-Region Sr. Product Manager, the Cross-Region Product Manager for Strategic Initiatives (Cross-Region PdM) is responsible for key aspects of the consumer experiences and stakeholder management for the brand(s), market(s), or product(s) in multiple Regions.

The Cross-Region PdM possesses a holistic multi-channel view and is an expert in influencing the global vision, strategy, and roadmap for certain Strategic Initiatives within the global portfolio. The Cross-Region PdM is adept at ensuring the alignment between global, regional, and market/affiliate objectives and delivering agreed-upon key results. They provide analysis and clearly communicate trade-offs and alternate solutions to meet the strategic objectives.

Success of the Cross-Region PdM requires close collaboration to support the delivery team(s), including but not limited to building strong relationships with counterparts in Engineering, Experience Design, Data Science, Brand, and peers from across Product Management. The Cross-Region PdM must also build a strong relationship with business stakeholders who rely on the Product Manager for succinct, timely, and transparent communication to manage expectations and maintain alignment related to the Strategic Initiatives. This requires the Cross-Region PdM to work closely and cross functionally with two or more regional business and affiliate teams.

Responsibilities:

· Defining and ensuring product requirements and objectives take into consideration any unique needs of one or more regions

· Advocating for regional needs with other Product Managers so that regional requirements are taken into consideration

· Partnering with other Product Managers and colleagues across the enterprise to achieve agreed-upon objectives

· Seeking support from cross-functional teams at the regional and global level to advance the priorities that will have the greatest impact

· Identifying the customer segments that will be most impacted by a Strategic Initiative

· Collaborating with UX partners to create journey maps for the journeys that matter most to the impacted customer segments in one or more regions

· Identifying the biggest points of friction within those journeys and opportunities to make those journeys more seamless in one or more regions

· Driving an optimized, innovative, and high touch experience

Responsibilities

· Use data to drive decision making and prioritization for the work encompassed by the Strategic Initiative

· Grow a deep knowledge of the consumers who are most impacted by the Strategic Initiative

· Deeply understand how key consumer segments engage with our digital products and experiences, understanding the distinctions of each region involved

· Develop and communicate roadmaps within your portfolio aligned with regional business, regional and global brands, regional and global product management

· Partner with regional and global teams to embody & help drive digital product strategy

· Inspire cross functional teams to execute with a sense of urgency

· Collaborate closely with regional and global digital product and delivery teams in an Agile environment

· Gain a solid knowledge of the various constraints of the business – constraints from marketing, customer service, creative, legal, and privacy are typical examples

· Collaborate closely with all team members to Client effective solutions

· Build OKRs to measure success/failure

· Drive the market OKRs (“Objective Key Results”) in partnership with the business

· Measure KPIs of roadmap initiatives, maturing the decision making and prioritization process

· Proactively audit the consumer journeys most important to regions impacted by the Strategic Initiative

· Drive a “test & learn” environment through education, onsite experimentation, user testing and analysis

· Consult with digital activation teams on capabilities of existing products and how to leverage these in new and interesting ways to maximize the impact of the Strategic Initiative in one or more regions

· Write requirements from the perspective of the local consumer in the form of user stories

Qualifications

· Bachelor’s degree or relevant experience

· 4+ years of product management experience

· Experience in ecommerce

· Excellent communication, presentation, and interpersonal skills; ability to influence

· Strong business and emotional IQ

· Deep understanding of eCommerce products, platforms, and technologies

· Knowledge of human centered design principles

· Hands-on experience with analytics tools and data-driven decision-making

· Successful track record with agile methodologies and iterative development processes

· Superior problem-solving

HireTalent – Diversity Staffing & Recruiting Firm

TV and Digital Writer/Producer

The ideal writer producer is an international news junkie who can write quickly and accurately. They should be able to work closely with reporters in the field to create accurate and compelling stories for a global audience. Candidates for this position should have knowledge of and/or experience with UN news or interest and the ability to quickly learn.

Writer producers should be able to work alone and as part of a small team for TV as well as digital experience.

What you’ll be doing:

• Producing stories focused on the UN and other topics including pitching, planning, writing for air, finding and occasionally editing video.
• TV production including working with our global team of field reporters and producers.
• Juggling multiple tasks in a dynamic live television environment and contributing to our digital team as required.

What you should have before applying:

• Knowledge of and interest in international news and ideally the UN as well.
• Related degree and/or 3-5 years’ experience.
• Flexibility to work various shifts.
• Motivated self-starter who knows how to stand out and fit in.
• Plusses include digital, breaking and international as well as UN news.

CGTN America

Cuddledown, a brand of Potpourri Group Inc. and a company committed to making and selling the finest in home furnishings. Cuddledown has the highest quality down pillows & comforters, fine sheet sets & duvet covers, mattress pads, comfy and cozy sleepwear & slippers to cuddle your fancy. Our pillows and comforters are handcrafted right here in the USA from fine imported materials, at our state-of-the-art manufacturing facility.

Cuddledown is looking for a Product Manager, for Bed Linens to join the Product Development team. The Product Manager will be responsible for managing all aspects of seasonal assortment planning from initial selection through post seasonal analysis for bed linens, bedspreads, coverlets, and quilts. Will be interfacing with the Product, Marketing, Wholesale and eCommerce teams.

Responsibilities:

• Formulate strategic plans to exponentially grow revenues in assigned product categories.
• Manage product life cycle from sourcing, specs, sample and TOP approval through post seasonal analysis.
• Negotiate costs, payment terms, and minimums to meet gross margin and profit objectives for each channel.
• Develop, distribute, and maintain quality/tolerance standards and product specifications to suppliers.
• Detail photo samples needs and delivery time lines for each supplier.
• Create and maintain all product programs for assigned product categories.
• Test or obtain testing information on all products, insuring that products meet Cuddledown’s quality standards.
• Approve product specs, labeling, inserts, packaging, barcoding, ticketing, and UPC codes.
• Responsible for managing catalog and web creative turn over meetings for assigned product categories.
• Serve as the primary merchandising contact for each E Commerce assortment update, ensuring accurate and timely execution of all web merchandising requirements.
• Maintain vendor price and product records for reference use by product, accounting, marketing, customer service and inventory control.
• Participate in each catalog post mortem, being prepared to discuss success items and what product fell short of expectations.
• Review and monitor competitor product mix, price points, and marketing strategies.
• Partner with the wholesale team for sourcing and developing product for wholesale custom order projects.
• Adjust/reprioritize plans in-season to maximize demand, accommodate high priority requests, and account for in-stock shifts, customer feedback, and shifting business priorities.
• Organize, track, and maintain sample inventories, initiating RTV’s and liquidations as needed.
• Participate in meetings or updates with inventory control buyers, wholesale director, and direct supervisor.
• Maintain sample log and sign off and process any relevant invoices in a timely manner.
• Review and resolve QA problems on a timely basis, requesting RTV or vendor compensation as needed.
• Participate in the filming of customer service new product videos. Develop training materials and product assortments overviews for use by customer service.
• Be available to answer customer service questions, addressing customer requests and issues in a timely manner.

Supervision Responsibility; Manage, mentor, educate, and develop product team. Direct team in catalog merchandising and assortment selection process to meet strategic and financial objectives. Manage deliverables to support nine seasonal catalogs per year and Internet only product line.

Requirements:

• Requires a minimum of 5 – 10 years of product development and/or retail buying experience.
• Experience with textile design, creativity and Adobe software preferred.
• Experience as a Senior Buyer or Sr. Product Manager preferred.
• Bachelor’s Degree in, Business Administration or equivalent.
• Strong knowledge of Microsoft Office suites, including Excel, MS Word, Teams, and PowerPoint.
• Excellent knowledge of retail math calculations and formulas.
• Ability to understand target customer and business objectives and manage assortment to meet the requirements of both.
• Strong leadership skills, ability to prioritize and delegate, interpersonal, and organization skills required.
• Sense of urgency and the timely completion of deliverables that are required for meetings, products, etc.
• Ability to travel to trade shows and supplier factories both in the US and abroad.

Benefits/Perks!

• Full benefits package including Medical, Dental, Vision and 401k with Company Match
• Paid Vacation Time, Sick Time, and Holiday Pay
• Company-paid Life Insurance and Disability Insurance
• Employee Discounts and Hays Perks Program
• Employee Assistance Program and Good RX

Cuddledown

ABOUT KEURIG DR. PEPPER & KEURIG.COM

Join us at the #1 coffee site in the Food category! We have ambitious plans to transform our direct-to-consumer experiences, form long-lasting relationships with our consumers, and differentiate and build our subscription business—all of which are critical to driving growth for the Keurig® brand.

Keurig.com is looking for an innovative strategist to grow our new loyalty program “Keurig® Perks” into the #1 loyalty program for Keurig enthusiasts.

SUMMARY

As a Customer Lifetime Value (CLV) Manager, your main responsibility will be to analyze consumer data, behaviors, and purchasing patterns to determine the long-term value of the Keurig.com consumer base. You will lead efforts to maximize consumer retention, loyalty, and profitability by developing strategies that focus on increasing CLV & grow the Keurig Perks loyalty program. Through data-driven insights, you will lead and collaborate with cross-functional departments to ensure the successful execution of loyalty initiatives and strategies.

This role will report into the Director of Merchandising for Keurig.com

RESPONSIBILITIES

• Consumer Data Analysis: Utilize consumer data from various sources, such as sales records, consumer interactions, and marketing campaigns, to assess consumer behavior and purchasing habits.
• Consumer Segmentation & Lifecycle: Segment consumers based on their CLV, identifying high-value, medium-value, and low-value segments. Tailor strategies for each segment to maximize their lifetime value.
• CLV Modeling: Develop and implement consumer lifetime value models to predict future consumer behaviors, allowing for better decision-making on and marketing & subscription strategies.
• Retention and Loyalty Strategies: Collaborate with marketing and customer service teams to create retention and loyalty initiatives that focus on increasing consumer satisfaction and encouraging repeat purchases.
• Develop Loyalty Programs: Design, implement, and oversee Keurig Perk’s loyalty programs that align with the company’s goals and objectives. Inclusive of points-based systems, exclusive rewards, tiered memberships, and personalized offers.
• Personalization and Upselling: Collaborate with CRM team to infuse CLV insights into personalized marketing messages, promotions, and product recommendations, aiming to upsell and cross-sell to existing consumers.
• Churn Analysis and Prevention: Identify potential subscription churn indicators and work proactively to reduce consumer attrition through targeted retention efforts.
• Consumer Feedback Analysis: Analyze consumer feedback, surveys, and reviews to gain insights into consumer satisfaction and areas for improvement.
• Collaborative Approach: Partner with data analysts, marketing teams, and product managers to implement CLV strategies and measure their effectiveness.
• Reporting and Performance Tracking: Prepare regular reports on CLV metrics, campaign performance, and consumer behavior trends. Present findings to management and stakeholders, offering recommendations for improvement.
• Industry Research: Stay informed about industry trends, best practices, and emerging technologies related to consumer lifetime value management.
• Team Leadership: Lead and motivate the cross-functional loyalty team, setting clear objectives and providing guidance to achieve program goals. Foster a collaborative and innovative work environment.
• Compliance and Legal Considerations: Ensure that loyalty programs comply with relevant regulations and industry standards, addressing any legal or ethical concerns.

Qualifications:

• Bachelor’s degree in Marketing, Economics, Accounting, Finance, Business Analytics, Statistics, or a related field. Advanced degrees or certifications in relevant disciplines are a plus.
• 5 years of experience in Finance, Strategy, Marketing, OR 2 years if in a leading consulting firm
• 2 years of experience applying “technical” skills in corporate strategy and business development, specifically with regards to financial modelling and analysis, strategic problem solving, and business plan development
• Proven experience in consumer analytics, consumer relationship management, or marketing analysis.
• Strong proficiency in data analysis and statistical methods. Proficiency in tools like Excel, SQL, and data visualization software.
• Familiarity with consumer segmentation techniques and consumer lifetime value modeling.
• Excellent communication and presentation skills to convey complex data insights to non-technical stakeholders.
• Strategic thinking and problem-solving abilities to develop effective CLV strategies.
• Ability to work collaboratively in a team environment and lead cross-functional initiatives.
• Knowledge of consumer behavior, consumer trends, and consumer experience best practices.
• Ability to influence executive leaders through data, communicate in an effective and compelling manner
• Highly detail oriented and organized, roll up the sleeves attitude and maturity a must

Keurig Dr Pepper (KDP) is a leading coffee and beverage company in North America with dual headquarters in Burlington, MA and Plano, TX, with annual revenue in excess of $11 billion. KDP holds leadership positions in soft drinks, specialty coffee and tea, water, juice and juice drinks and mixers, and markets the #1 single serve coffee brewing system in the U.S. The Company maintains an unrivaled distribution system that enables its portfolio of more than 125 owned, licensed and partner brands to be available nearly everywhere people shop and consume beverages. With a wide range of hot and cold beverages that meet virtually any consumer need, KDP key brands include Keurig®, Dr Pepper®, Green Mountain Coffee Roasters®, Canada Dry®, Snapple®, Bai®, Mott’s® and The Original Donut Shop®. The Company employs more than 25,000 employees and operates more than 120 offices, manufacturing plants, warehouses and distribution centers across North America.

Benefits built for you: Our people are the heart of our business, which is why we offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development while ensuring you feel valued, inspired and appreciated at work.

Keurig Dr Pepper Inc. is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper Inc. recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

Keurig Dr Pepper Inc.

We have an exciting opportunity to help shape and lead the strategic direction of an organization’s new product line as a Senior Manager of Analytics and Strategy. In this role, you will design competitive strategies and leverage data insights to drive business decisions.

By developing a comprehensive understanding of market trends, customer preferences, and competitive landscapes, you will provide the strategic foundation necessary for the successful introduction and expansion of the new product line.

If you are driven, can problem solve, and have an ongoing hunger to make a direct contribution to the business, this could be the perfect opportunity for you!

Essential Duties & Functions

• Lead the development of a comprehensive strategic roadmap for the new product line, aligning with the company’s overall goals
• Define clear objectives, key milestones, and performance metrics to measure the success and impact of the product line launch and subsequent growth.
• Lead a team of analysts to gather, interpret, and analyze relevant data to inform strategic decisions.
• Develop and implement data-driven strategies for pricing and risk
• Provide regular updates and reports to executive leadership, summarizing progress, key insights, and performance against established metrics.
• Clearly communicate the product line’s strategic direction and value proposition to internal teams and external stakeholders.
• Develop a team of confident leaders and promote collaborative learning opportunities
• Other duties as assigned

Qualifications

• Minimum of bachelor’s degree required in a STEM field
• Excellent problem-solving skills
• Exceptional interpersonal skills: friendly and tactful with the ability to influence others, effectively manage conflict
• Excellent oral and written communication skills
• Team player that can adapt in a fast pace and changing environment
• Excellent organizational skills with high attention to detail and demonstrated ability to effectively set and manage multiple conflicting priorities
• Demonstrated ability to establish and enhance processes to improve business results
• Ability to think strategically and deliver tactically

For confidential consideration, please email [email protected] or apply directly

Forge Search

I am working with one of the most well-known pharmaceutical companies in the world within their Insights & Analytics team. The Insights, Analytics & Forecasting teams are responsible for Global and US activity and are organized around the following core capability areas:

• Brand Analytics
• Brand Insights
• Forecasting

The Brand Analytics Director is expected to provide leadership that delivers competitive advantage through the application of end-to-end analysis and insight across both Global and the US market. Our client is looking for a multifaceted leader who can partner with the Brand Analytics Lead, Senior Director to embed leading-edge analytic techniques, and generating local market knowledge which will lead to outstanding fact-based decision-making. The role will support the identification, development and evaluation of new practices, whether sourced internally or externally. Further, they must be able to identify, develop and lead the implementation of new analytic capabilities across the organization.

As a Brand Analytics Director, you will be responsible for providing analytical expertise to the Commercial Organization, driving strategic and operational excellence. This person will help lead the development and deployment of new analytic capabilities, partnering with the Brand Analytics, Senior director lead. This is a hands-on analytical role and as a proactive internal consultant to a specific brand team, the Brand Analytics Director will support and design commercial solutions, enabling data-driven decisions that are based on meticulous analysis and best available information. A high level of proficiency in syndicated and custom, primary and secondary data, for both predictive and prescriptive analytics is required.

The Brand Analytics Director will coordinate the procurement of various datasets, design and implement analytical solutions in support of:

– Business Opportunities

– Customer Segmentation & Targeting

– HCP & Patient Opportunity Identification

– Return-On-Investment Analytics and Optimal Resource/Budget Allocation across Sales and Marketing Channels

– Patient & Prospective Analytics

– Thoughtful Business Experiments (Test & Learn)

– Market Simulation & Patient Flow Modelling

…among other business critical analyses. This role works closely with Marketing, Medical, Market Access, Sales, Forecasting, and other Commercial Operations business partners.

In addition to strong analytical skills, the Brand Analytics Director should have excellent communication skills with a demonstrated track record of effective business partnership as demonstrated by material business impact and influencing. This position will be required to lead direct report, contractors, and consultants to complete analytical projects. The candidate will also be required to continuously evaluate new quantitative analysis methods and technologies.

If you have:

• Experience in application of advanced methods and statistical procedures on large and disparate datasets;
• Proficiency with Python, R, SQL and big data technology – Hadoop ecosystem;
• Working knowledge of data visualization (Tableau, PowerBI, Qlikview, or similar) tools;
• Proficiency in manipulating and extracting insights from large longitudinal data sources, such as Claims, EMR and other patient level datasets, experience with secondary datasets;
• Quantitative bachelor’s degree from an accredited college or university is required in one of the following or related fields: Engineering, Operations Research, Management Science, Economics, Statistics, Applied Math, Computer Science or Data Science. An advanced degree is preferred (Master’s, MBA or PhD);
• & Experience in Pharmaceutical / Biotech / Healthcare analytics or secondary data analysis..

…this may be the opportunity for you. You can reach out to me at [email protected] for more information.

RBW Consulting

We are partnering with an investment advisory firm that is seeking a Client Service Manager. The core of their business is providing comprehensive investment counseling and portfolio management. The Client Service Manager is an individual contributor role assisting clients in the administration of their investment accounts and helping to coordinate tax, trust, and estate planning with professionals in those areas. The purpose of this position is to serve the existing and new client base with all service requests.

Primary Responsibilities:

• Administrative/service functions to service clients
• Provide support to portfolio managers on a team-based environment
• Interface with custodians to manage account activities that are administrative in nature- cash management, transfers, required minimum distributions etc.
• Providing exceptional service to all clients by processing their requests in an accurate and timely manner.
• Build trusted relationships with portfolio managers, clients, and other professionals such as CPAs and attorneys who work with the clients.
• Assist portfolio managers to support the day-to-day needs of clients and in preparing meeting workbooks.
• Manage client meeting notes and ensure accurate reporting in the CRM system.

Requirements:

• Bachelor’s Degree preferably in finance or business-related field
• Strong client services experience
• Financial services experience is a plus

Benefits include:

• Employer paid health insurance (100% covered)
• Employer funded SEP Retirement Plan (15%)
• Health savings account (annual $2.8k funded by employer to cover high deductible)
• Life insurance ($50k)
• 125 Cafeteria Plan
• Discretionary annual bonus
• Potential tuition reimbursement

Burnett Specialists Staffing | Recruiting