Jobs in Santa Ana, CA

890 positions found — Page 25

Loyalty Program Coordinator
Salary not disclosed
Irvine, CA 2 days ago

Job Title: Loyalty Program Coordinator

Pay Rate: $26-$28/hr DOE

Duration: temp-to-hire

Location: Irvine, CA 92618 (full time onsite)

Job Summary

The Loyalty Programs Coordinator supports marketing initiatives designed to enhance customer engagement and brand loyalty. This role is primarily responsible for coordinating and administering the Marketing Development Funds (MDF) program, managing program communications, and supporting marketing and sales initiatives.

The position requires strong organizational skills, attention to detail, and the ability to manage multiple projects simultaneously in a fast-paced environment.

The coordinator will collaborate closely with internal marketing and sales teams, customers, and third-party vendors to ensure efficient program administration, successful event execution, and high-quality customer support.

Key Responsibilities

Marketing Development Funds (MDF) Program Administration

  • Manage the day-to-day administration of the MDF program, including monitoring account activity, tracking budgets, and maintaining accurate records within the MDF portal.
  • Provide timely customer support and respond to inquiries related to the MDF program and participation requirements.
  • Review and process pre-approval submissions and reimbursement requests to ensure compliance with program guidelines and policies.
  • Collaborate with Inside Sales and National Sales Managers to allocate program budgets to key accounts and support marketing initiatives.
  • Generate recurring and ad hoc reports to support program performance tracking and management decision-making.
  • Assist in the annual review and update of MDF program guidelines and policies.
  • Coordinate with third-party platform providers to support portal maintenance and program functionality.

Event Coordination

  • Plan and coordinate logistics for customer and marketing events, including travel arrangements, itineraries, catering, and venue coordination.
  • Manage internal and external meetings and events that may include up to 200+ attendees.
  • Serve as an on-site host for select events and after-hours customer engagement activities.
  • Work with internal teams and vendors to ensure events are executed smoothly and meet program objectives.

Administrative & Program Support

  • Monitor and route incoming customer communications through phone and email channels.
  • Track MDF program expenses and ensure proper approvals and documentation are obtained.
  • Assist with financial reconciliation and reporting related to program expenditures.
  • Maintain organized documentation and ensure accurate recordkeeping for compliance and reporting purposes.
  • Provide general administrative support to the marketing team as needed.

Qualifications

Minimum Qualifications

  • Strong customer service orientation with excellent written and verbal communication skills.
  • High level of organization, accuracy, and attention to detail.
  • Proficiency in Microsoft Office 365, particularly Excel (including PivotTables, lookup functions, and data analysis).
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.

Preferred Qualifications

  • Bachelor’s degree in Marketing, Business Administration, or a related field.
  • Experience in B2B marketing, customer loyalty programs, or channel marketing initiatives.
  • Experience supporting industries such as plumbing, HVAC, construction supply, or wholesale distribution.
  • Previous experience coordinating corporate or customer-facing events.


EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.


REQUESTING AN ACCOMODATION

Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.


PAY TRANSPARENCY POLICY STATEMENT

Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.

Not Specified
RVCA - Social Media & Influencer Marketing Intern
Salary not disclosed
Irvine, CA 2 days ago

Social Media & Influencer Marketing Intern

Brand: RVCA

Location: Irvine

Duration: Seasonal Internship (10–12 weeks)

Hours: 10–15 hours per week

Compensation: Hourly + potential for college credit


About RVCA

RVCA is a global lifestyle brand rooted in art, surf, skate, and creative culture. The brand brings together artists, athletes, and musicians who embody the RVCA spirit and push creative boundaries.

This internship offers hands-on experience working with the brand’s social media and influencer partnerships, helping to identify and collaborate with emerging creators who align with RVCA’s culture and aesthetic.


Position Overview

The Social Media & Influencer Marketing Intern will support RVCA’s marketing team by identifying emerging creators, assisting with influencer outreach, and coordinating product seeding and collaborations. This role provides practical experience in influencer marketing, creator partnerships, and social media strategy within the action sports and lifestyle apparel industry


Key Responsibilities

Influencer Discovery

  • Research and identify emerging creators across Instagram, TikTok, and other platforms
  • Evaluate creators based on brand fit, engagement, and audience alignment
  • Maintain a database of potential partners and creator profiles

Creator Outreach

  • Conduct direct message outreach to potential influencer partners
  • Introduce the RVCA brand and influencer program
  • Build relationships with creators and respond to partnership inquiries

Product Seeding Coordination

  • Coordinate product gifting to creators
  • Collect shipping details and size information
  • Track shipments and product placements

Campaign & Content Tracking

  • Monitor influencer posts and stories featuring RVCA products
  • Track engagement and performance metrics
  • Compile reports on creator partnerships and campaign outcomes

Trend Research

  • Monitor social media trends within surf, skate, fashion, and creative culture
  • Identify emerging creators and content styles relevant to the RVCA audience


What You’ll Learn

  • Influencer marketing strategy and creator partnerships
  • Social media trend analysis
  • Brand storytelling and content strategy
  • Product seeding and influencer campaign coordination
  • Marketing analytics and performance tracking


Qualifications

  • Currently enrolled in a college or university program (Marketing, Communications, Business, Fashion, or related field)
  • Strong familiarity with Instagram, TikTok, and emerging social platforms
  • Experience creating social media content
  • Knowledge of influencer marketing tools or analytics
  • Interest in surf, skate, art, music, or street culture
  • Strong communication and organizational skills


internship
Development Project Manager
Salary not disclosed
Irvine, CA 2 days ago

I’m recruiting for a client that provides environmental services throughout the development process. With a holistic approach that integrates expertise in planning, entitlements, and environmental consulting, their team helps clients maintain greater control over project outcomes, timelines, and overall development costs.


They are seeking a Project Manager with experience in due diligence, entitlements, and post-entitlement processes. In this role, you will collaborate with architects, designers, and civil engineers to guide projects through local government approvals and move developments forward.


Responsibilities:

  • Ability to estimate and develop appropriate project scopes and budgets with minimal oversight
  • Ensure all assigned project tasks are completed on-schedule and within budget
  • Consistently engages in project solutioning with required internal and external stakeholders
  • Proactively mitigates projects risks and issues and can successfully navigate complex project requests
  • Initiates and leads decision making meetings with jurisdictions and project stakeholders.
  • Manages and coordinates community outreach for controversial projects and can navigate political opposition.
  • Understands the nuanced requirements of multiple project types and design criteria
  • Has strong technical knowledge and understands CEQA and technical study impacts to project and project schedule
  • Anticipate and prepare/delegate change orders and contract amendments and manage escalations as needed
  • Ensure all internal and external interactions with team members, vendors, and clients meet expectations
  • Provide consistent leadership and mentorship to project management team and junior associates


Qualifications:

  • Bachelor’s degree and 5-7 years of related work experience or equivalent combination required
  • Strong leadership ability and experience required
  • Knowledge of entitlement and post-entitlement processes required
  • Proven interpersonal skills with emphasis on communication and emotional intelligence
  • Ability to manage several projects simultaneously with advanced problem-solving skills
  • Understands multiple project types and requirements including CEQA and technical studies
  • Intermediate to advanced Microsoft Word and PowerPoint experience required
  • Experience with development related software (e.g., Smart Sheet, Microsoft Project, and/or Bluebeam) required
  • Experience in reading technical reports, construction and design drawings, and municipal codes required
Not Specified
Associate Designer- Men's
Salary not disclosed
Irvine, CA 2 days ago

Who We Are

o5 group is an industry leader in global fashion & apparel design with 40+ years of success across wholesale, e-comm, and marketplace. We are privately held, HQ in NYC with brand offices in CA - a dynamic portfolio of global brands committed to operational excellence in design, product development, production, sourcing, distribution & logistics. With category expertise in full-collection menswear, womenswear, childrenswear, infant toddler; we specialize in denim, outerwear, activewear, loungewear/sleepwear, trusted by top retailers.


About the Role

We’re looking for a motivated Associate Designer with a passion for menswear and workwear to support the design team across the full product lifecycle—from tech packs and sample tracking to concept development and visual storytelling.

This role is ideal for an early-career designer who is excited to grow their technical skills while also contributing to impactful presentation decks, mood boards, and concept narratives that help bring product ideas to life. You’ll gain hands-on experience working in a fast-paced, collaborative environment while developing your design, communication, and product development skills.

We’re also excited about designers who are curious about new creative technologies—including AI tools—to help elevate visual storytelling, streamline workflows, and build compelling presentations.


How You’ll Contribute

  • Support the design manager with data entry, reporting, and issue tracking.
  • Prepare meeting recaps, updates, and presentation boards.
  • Track development samples from concept through adoption; share updates with cross-functional partners.
  • Assist with the pipeline calendar (due dates, milestone meetings, deliverables).
  • Gain hands-on experience in:
  • Tech packs
  • Sketching (Adobe Illustrator / Photoshop)
  • Lab dips & trim approvals
  • Cutting color swatches
  • Sample management & package coordination
  • Mood/swatch/style boards & presentation decks
  • Factory communication for samples & submits
  • Ensure information shared with partners is timely, accurate, and aligned with design intent.
  • Flag potential sample-tracking or timeline risks to keep projects on schedule.


What You Bring to the Team

  • Associate Designer: 0–4 year of design/product development experience (internships count!).
  • Bachelor’s degree in Fashion Design, Merchandising, or Product Development.
  • Knowledge of fabrics, garment construction, and design aesthetics.
  • Proficiency in Adobe Illustrator, Photoshop, plus Word, Excel, Outlook.
  • Clear, concise written and verbal communication.
  • Detail-oriented, organized, and curious—eager to learn line building, brand curation, and problem solving.


Why Join o5 group

  • Health Benefits: Medical, Dental, and Vision coverage.
  • 401(k) + company-paid life insurance.
  • Paid Time Off (PTO) + company holidays.
  • Commuter benefits.
  • Hybrid/flexible schedule.
  • Family-oriented culture.
  • Responsibility & Sustainability — at o5 group this spans economic, social, and environmental impact.
Not Specified
Electronics Lab Technician
🏢 Belcan
Salary not disclosed
Tustin, CA 2 days ago

Job Title: Electronics Lab Technician

Location: Tustin, CA

Zip Code: 92780

Duration:4+ Months


Qualifications

* 2+ years of technician work experience in electronics/engineering labs

* Technology/Technician degree or equivalent experience

* Electric vehicle experience a plus

* Basic electrical understanding

* Excellent soldering and harnessing skills

* Familiar with test equipment such as multimeters, oscilloscopes, eloads, etc.

* Strong technical ability

* Ability to solder fine pitch ICs and 0402 components.

* Experience with MS office tools (Outlook/Excel/Word/PowerPoint/Project)

* Familiarity with Jira tools is a plus

* Python Scripting is a plus

* IPC-610, IPC-620, IPC-7711, IPC-7721 or J-STD-001 certifications are a plus

Not Specified
Director of Operations
Salary not disclosed
Irvine, CA 2 days ago

Core Requirements:

  • Bachelor's degree
  • 10+ years in Manufacturing Operations management with current P&L responsibility


Preferred Requirements:

  • MBA degree


The successful candidate will play an integral role in directing and executing business goals and objectives for profitable, sustainable growth. This includes implementing key business initiatives, including lean manufacturing, and helping develop high-performance teams. The right candidate should be an impact player with a proven track record of accomplishments, understand the business implications of decisions, and be oriented toward profitability.


Responsibilities:

  • Complete leadership responsibility for performance and overall development of the business unit
  • Manage the operations with a result-driven framework focused on safety, quality, and continuous improvement to meet and exceed customer expectations and business goals
  • Empower teams with a managerial style that is collaborative, inclusive, and balanced
  • Plan and direct the manufacturing operations at the lowest cost consistent with established operating metrics/goals
  • Integrate manufacturing, materials, and maintenance functions, ensuring processes result in high-quality throughput
  • Lead efforts to continuously improve the division's competitive position, resulting in reduced turn time and cost


Total Compensation:

  • $300,000 - $400,000
  • This role offers a competitive package and final details will be discussed with qualified candidates


CiresiMorek is a team of experienced industry professionals known for a hands-on, relationship-driven approach. Having completed 3,500+ searches and around 2,000 Operations placements, we are more than just headhunters; we are industry advisors behind every successful placement.


Confidentiality is guaranteed. Applications require a resume/CV with contact information.


Learn more about us at CiresiMorek.

Not Specified
Director of Service Operations
Salary not disclosed
Irvine, CA 2 days ago

Seeking an experienced Director of Service Operations to lead and elevate national service performance. This role is responsible for delivering exceptional customer support, optimizing field operations, and ensuring strong alignment between internal teams and an external dealer service network.


Key Responsibilities

  • Lead, mentor, and develop the service organization, including technical support, dispatch, warranty, coordination, training, and field service teams.
  • Oversee national day-to-day service operations to ensure timely, high-quality customer support and field response.
  • Own warranty claim processes, root-cause analysis, and corrective action initiatives to improve product reliability and customer satisfaction.
  • Direct parts, dispatch, and service coordination functions to optimize scheduling, resource allocation, and issue resolution.
  • Establish and lead service training programs supporting continuous development of customer service and technical personnel.
  • Drive operational excellence through KPI development, performance tracking, and implementation of standardized operating procedures.
  • Partner closely with engineering, production, and sales teams to translate customer feedback into product and process improvements.
  • Strengthen relationships with a nationwide dealer service network, ensuring alignment on performance expectations, training, and service standards.
  • Deliver executive-level reporting on service performance, trends, risks, and improvement opportunities.
  • Foster a culture of accountability, collaboration, and customer-first execution across the service organization.


Qualifications & Experience

  • 5–10 years of leadership experience managing service or technical support organizations within manufacturing, automotive, industrial equipment, or related technical environments.
  • Demonstrated success leading cross-functional service teams in fast-paced, customer-driven organizations.
  • Strong understanding of field service workflows, warranty management, parts operations, and customer service best practices.
  • Proven ability to analyze performance data, establish measurable goals, and drive operational accountability.
  • Excellent leadership, communication, and stakeholder influence skills.
  • High emotional intelligence with a coaching-oriented leadership style.
  • Technical aptitude related to electrical, mechanical, or charging systems strongly preferred.
  • Passion for building scalable service organizations and delivering exceptional customer experiences.
Not Specified
Product Manager - CPG
Salary not disclosed
Irvine, CA 2 days ago

Product Development Manager - hardgoods


This role supports the planning, development, and release of consumer-focused products within assigned categories. The Product Manager partners with cross-functional stakeholders to translate customer needs into clear product requirements, coordinate execution across teams, and help drive successful launches and ongoing product performance.


Key Responsibilities

  • Contribute to category plans by helping define product direction, timelines, and release milestones.
  • Research customers, competitors, and market dynamics to uncover trends, unmet needs, and product opportunities.
  • Work with internal teams (e.g., sales, marketing/brand, design/creative, operations, and engineering/development) to support product creation and launch readiness.
  • Help document product requirements, user needs, and feature details; maintain organized records as products progress through development.
  • Coordinate launch deliverables such as imagery, product content, sales enablement materials, and channel-ready assets in partnership with creative and digital teams.
  • Support SKU setup, pricing/cost inputs, assortment updates, and other lifecycle activities from introduction through end-of-life.
  • Track product results post-launch, summarize insights, and recommend improvements for future iterations and releases.
  • Manage multiple workstreams at once, ensuring alignment on priorities, dependencies, and deadlines.


Qualifications

  • 2–3 years of experience supporting product management, product development, or category management for consumer products
  • Experience collaborating with technical or development teams to define and maintain product requirements and specifications.
  • Bachelor’s degree in business, marketing, economics, or a related discipline
  • Strong analytical skills with the ability to synthesize qualitative feedback and quantitative data into actionable insights.
  • Clear written and verbal communication skills, including comfort presenting updates to stakeholders.
  • Highly organized, detail-oriented, and proactive, with strong follow-through.
  • Collaborative working style and ability to build productive partnerships across functions.
Not Specified
Senior Lead Front Desk Host
Salary not disclosed
Newport Beach, CA 2 days ago

SENIOR LEAD FRONT DESK HOST


About us: 

Speir Pilates is the lifestyle pilates brand for the modern, everyday individual. It’s Speir’s mission to create accessible pilates and fitness opportunities for everyone, helping them feel strong, energetic, capable and supported throughout their daily lives. It’s our goal to lead the pilates and wellness industry by example and spread good vibes through a supportive community where every individual is valued.


Speir has led the pilates and wellness industry by example, demonstrating that you can create an accessible (REAL) fitness + pilates brand that prioritizes quality, diversity, equity and inclusion. Everyone deserves to feel healthy and fit, regardless of shape, size


Summary of responsibilities:

  • Support supporting our leaders + community - This role will be pivotal in aiding the Director of Operations and Sales in support of the member experience across all studios, community events for membership retention and engagement, sales initiatives, and training support.
  • Help us develop and grow a team - Our teams are made up of full-time and part-time staff. We are all committed to hiring and developing each other the best ways we can.
  • Operational excellence- We are all committed to the oversight of day-to-day business in the studios by monitoring, auditing, and replenishing all things needed to run smoothly. 
  • Innovate and simplify- Collaborate with other team members across the organization and are obsessed with figuring out ways to innovate and simplify.
  • Drive member retention- Foster an inclusive and welcoming environment across our studios where team members are accountable for delivering exceptional service. We are all committed to making sure our current members will always love coming here and want to come back, while our new potential members can see themselves fitting in.
  • Create safe, healthy and productive culture within the studio- Ensure a safe working and member environment as well as necessary repairs and maintenance work. Guarantee that the studios runs smoothly, cleanly, and complies with all policies and procedures. Oversee all ordering of supplies, inventory, and waste tracking.
  • “How can I help?” mentality- We all commit to helping in any way possible to each other. No job is too big or small, and we commit to showing up for each other with kindness, compassion, fun, and respect. 


About the Role:

The Front Desk does everything from scheduling personnel, checking-in clients, tidying the studio and ordering supplies to being the sales leader of the studio to grow sales and profits.  The Front Desk must enjoy interacting with clients, stay cool under pressure, enjoy sales and must love what they do. Overall, the Front Desk must have a strong sense of ownership, loyalty and involvement to make the studio profitable each month per company goals. In this role as the Senior Lead Front Desk Host, there needs to be an elevated sense of ownership in regards to the brand’s success, the growth of the team in your studio as well as supporting the growth of the other Leads in other locations, and overall the growth and success of your location and the other locations combined. This role is utilitarian in the sense of jumping into support of the studios where needed as things unfold. 


Duties & Responsibilities:

  • Help Director of Sales / Operations with additional tasks including but not limited to:
  • Schedule support / creation for FD Hosts and Lead FD Hosts
  • This person will also be responsible for helping cover shifts if and when there is no additional coverage amongst the other team members
  • This person may flex into helping support in other locations for training, hiring, and community engagement support
  • Follow up with clients around membership - acquiring new members to our studios and helping support membership for our current members 
  • Making calls to members to utilize their packages 
  • Call members on their milestone dates to build community support 
  • Converting members who visit on intro visits or drop in sessions not memberships or packages
  • Assist with freezing and cancellation of memberships
  • This role will also jump into helping resolve membership needs in other locations for others leads as needed
  • Support with supply orders within the studio and managing our inventory 
  • Support with scheduling personal, semi personal, and small group sessions for members and future members 
  • Assist / aid in Mariana Tek + all other tech programs we use in studio to support optimal success for the internal teams and members 
  • Show up to events or experiences we host / help put on events or experiences for our members and future members 
  • This person will be on the ground for their own studio events while also taking on supporting in scheduling other studio events with the other leads and Dir. of S&O
  • They may on the rare occasion need to be at the events of other locations with as much notice in advance as possible 
  • Loves to be the face of the brand! This person understands what it means to be “on brand”, loves taking care of our community, and keeps the studios best interest at heart
  • Interact with clients and deliver a high level of customer service at all times in a professional, courteous, sensitive and friendly manner. 
  • Maintain positive energy and high-end feel to the studio, by remembering clients and their names, answering phones and emails appropriately, welcoming guests, answering questions, resolving conflicts, helping the teachers, etc. 
  • Make sure you and the entire staff are working as a team to keep common areas neat and clean for both appearances and safety. Manage and coordinate periodic cleaning staff
  • Help teachers set up appropriate props and apparatus for each class. Help the teacher put away items and reset for the following class
  • This person will work closely with the Lead Instructor of their region to ensure they are set up when it comes to their needs in the studios
  • Motivate staff by acknowledging strong performance. Give constructive feedback in a timely manner to elevate individual output and eliminate conflict
  • Report performance deficiencies to management, as appropriate
  • Actively sell and promote studio products and classes and monitor theft
  • They will be involved in the help of facilitating additional training with the Dir. of S&O in regards to sales, sales support, membership offerings, etc. 
  • Stay knowledgeable about all of our products and classes
  • Although we absolutely do not require experience or a background in pilates, we do want to bring people onto our team who have a strong interest in taking the classes and loving our product we have to offer!
  • Stay knowledgeable about competitive products, classes and programs
  • Maintain accurate, thorough and timely data/information in all appropriate systems for reporting and statistical purposes and provide quantitative and qualitative analysis and feedback as requested
  • Help organize weekly meetings and special events
  • As-needed, help in leading/supporting staff meetings
  • Any other tasks required to operate the studio and help meet company goals


About the Company:

Speir Pilates is a privately held boutique Pilates studio in West Hollywood and Venice, with plans for additional expansion.  We offer group Pilates classes developed by celebrity instructor, Andrea Speir. Each class fuses pilates with intense circuit training, great music and positive vibes. We believe that with attentive customer service, highly skilled teachers, an upbeat environment and a strong sense of community, our clients will get the best, sweatiest and most invigorating Pilates experience available.


You have proven performance in:
  • Hospitality, retail or customer service role - health and wellness is strongly preferred however not required
  • Working on a team and being a part of a team-based environment
  • Customer-facing experience is strongly preferred
  • Leading a team of at least 5 or more 
  • Although leading other leaders is not required, former knowledge or references of working with other leaders will be required to be considered 
  • This specific lead role needs to have a strong emphasis on either community and partnerships / events, people leaderships / training, or sales (come prepared to discuss in the interview)
Physical requirements:
  • Prolonged periods of sitting or standing 
  • Extended periods of computer and phone usage 
  • Being on-site for all shifts
  • Weekend availability
Benefits:
  • Health insurance and full time hours (30 per week)
  • 401k
  • Weekly pilates
  • 5 days of PTO


Your unique experiences are valuable. Any additional skills you have that aren’t on our  qualifications list could make you a top candidate and supersede our pre-written  qualifications. We encourage you to apply.  

Join the Speir Pilates talent community:  

At Speir Pilates, we welcome people from all backgrounds, ethnicities, cultures, and experiences. We are committed  to a diverse, equitable and inclusive workplace. Speir is an equal opportunity employer. We do not  discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship,  marital or family status, disability, gender identity or expression, veteran status, or any other legally protected  status. We will ensure that individuals with disabilities are provided a reasonable accommodation to participate in  the job application or interview process, to perform essential job functions, and to receive other benefits and  privileges of employment.


Not Specified
PM / BA - Appian Workflows
Salary not disclosed
Orange County, CA 2 days ago

BCI has the following long-term contract open with our direct client in Orange County, CA. We are looking for a strong PM, who can run multiple projects and dive in as a BA when needed. Ability to manage Appian (or similar workflow tool) developers is a must. Will support the Investment Operations organization by leading multiple concurrent initiatives focused on process improvement, automation, and operational risk reduction. This role combines traditional project management responsibilities with hands-on business analysis, including requirements definition, process mapping, and workflow design. The ideal candidate brings deep Investment Operations experience—particularly in Corporate Actions—and has experience defining workflows in Appian while coordinating delivery across Appian developers and back-end technology teams.


Project Management Responsibilities:

• Manage multiple concurrent initiatives through all phases of the project lifecycle.

• Develop and maintain project plans, timelines, risks, and status reporting.

• Establish priorities, milestones, and success metrics in partnership with business and technology leadership.

• Proactively manage dependencies, risks, and issues across cross-functional teams.

• Communicate project status, risks, and decisions to sponsors and senior stakeholders.


Business Analysis & Appian Responsibilities:

• Serve as the primary business owner for workflows within Investment Operations.

• Partner with Investment Operations stakeholders to elicit, document, and prioritize business requirements.

• Translate complex operational processes (e.g., Corporate Actions) into functional specifications, user stories, and process models.

Define end-to-end workflows, business rules, controls, and exception handling within Appian.

• **Act as the day-to-day delivery lead for Appian initiatives, coordinating work across Appian developers and back-end technology teams.**

• Review designs and configurations to ensure alignment with business intent, operational controls, and regulatory requirements.

• Support user acceptance testing (UAT) and validate solutions against business requirements.


Qualifications:

• Bachelor’s degree or equivalent practical experience.

• 5+ years of experience in project management and/or business analysis within a financial services environment.

• Prior experience supporting an Asset Manager or similar buy-side organization a big +.

• Knowledge of Investment Operations and Corporate Action familiarity such as Bank Loan Amendments, Restructurings, Exchanges etc. is a strong plus.

• Demonstrated experience gathering requirements and translating business processes into technology solutions.

• Experience working in a matrixed environment across business, technology, and platform.

Not Specified
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