Information Technology For Development Jobs in Fullerton
433 positions found — Page 8
Senior Estimator – Commercial (Warehouses & Automotive Facilities)
We are seeking an experienced Senior Estimator to lead preconstruction and estimating efforts for ground-up and renovation projects, with a focus on warehouse and automotive dealership builds. This role is responsible for developing accurate budgets, managing bid processes, and collaborating with internal teams and clients to ensure projects are set up for success from the earliest stages.
Responsibilities:
- Prepare detailed cost estimates for ground-up and renovation projects
- Lead estimating efforts for warehouses, distribution centers, and car dealerships
- Analyze drawings, specifications, and project documents to develop accurate budgets
- Solicit and evaluate subcontractor and vendor bids
- Manage takeoffs, scope reviews, and bid leveling
- Collaborate with project managers, subcontractors, and preconstruction teams
- Communicate with owners, architects, and stakeholders during the preconstruction phase
Qualifications:
- Proven experience estimating warehouse and automotive dealership projects
- Strong analytical, organizational, and communication skills
Benefits:
- Competitive base salary with bonus potential
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Vehicle allowance or mileage reimbursement
Title: Project Management (PM) Associate / PMO Associate
Company: Talley LLP
Location: Orange County, CA (FT-Onsite)
About the Firm
Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.
Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities.
Our services include:
- Audit & Assurance services, including financial reporting
- Tax compliance,
- Tax planning, and proactive advice
- Business consulting
- Estate planning, business planning, M&A, and tax law services delivered through TLG
- Outsourced accounting, controller and CFO services
- M&A, growth-through-acquisition, and operational consulting delivered through TCG
Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.
Role Purpose
The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment.
What Success Looks Like (12–18 Months)
A successful PMO Associate will:
- Deliver accurate, actionable dashboards tracking employee performance and utilization
- Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance
- Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
- Establish greater structure and discipline in operational reporting
- Reduce friction between leadership, operations, and service teams through clear communication and follow-through
Core Responsibilities
- Build and maintain employee performance dashboards (utilization, productivity, trends)
- Support PMO initiatives by tracking projects, timelines, milestones, and deliverables
- Assist leadership with resource planning, utilization tracking, and capacity analysis
- Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams
- Prepare executive-ready reporting and analytics to support operational decision-making
- Identify opportunities for process improvement and operational efficiency
- Support time-and-billing environments (hourly, time & materials), including related documentation and reporting
Required Experience
Candidates must demonstrate:
- Experience within a CPA firm, legal firm, or professional services organization
- Background in operations, PMO, or administrative leadership
- Hands-on experience supporting professionals who bill time
- Proven ability to build or maintain performance dashboards and operational reporting
- Comfort working directly with senior leadership and handling sensitive data
- Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents.
Technical & Analytical Requirements
- Advanced proficiency in Excel (required)
- Strong experience in data analysis, reporting, and dashboard development
- Power BI experience (highly preferred)
- Ability to synthesize data into clear, executive-level insights
Preferred Qualifications (Nice to Have)
- PMP (Project Management Professional) certification
- Lean Six Sigma / Six Sigma training or certification
- Formal project management training
- Background in professional service (or legal) firm operations
Behavioral Competencies
- Highly analytical and detail-oriented
- Organized, process-driven, and execution-focused
- Comfortable operating in an evolving and exploratory role
- Strong written and verbal communication skills
- Able to balance tactical execution with strategic thinking
Working Style & Expectations
- Operates with a professional services mindset
- Prioritizes clarity, accuracy, and accountability
- Supports leadership without creating unnecessary administrative overhead
- Adapts role scope as the PMO function matures and scales
Position: Project Management Analyst
Location: Cypress, CA (Hybrid)
Pay: $35 - $40/hour
Experience: Experience supporting project teams, program operations, or client service environments required.
Type: Contract
Schedule: Monday–Friday; Day Shift
Conde Group is seeking a Project Management Analyst to join a growing and dynamic team!
Job Description:
- Track project activities, milestones, and deliverables to support program execution.
- Maintain project trackers, documentation, and reporting tools.
- Manage project dashboards and ensure data accuracy and timely updates.
- Prepare and distribute daily and weekly project status reports.
- Monitor and manage the project email inbox, responding to inquiries and routing requests.
- Communicate with client employees and stakeholders regarding program activities and updates.
- Track project issues and coordinate follow-ups to maintain program visibility.
- Support project coordination efforts to ensure alignment with client expectations.
Position Requirements:
- Advanced proficiency with Microsoft Excel, PowerPoint, and Word.
- Strong organizational and time-management skills.
- Experience managing multiple tasks in a fast-paced, client-facing environment.
- Strong analytical and reporting skills.
- Clear written and verbal communication skills.
- Professional and service-oriented approach when working with stakeholders.
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
We have over 50 years of experience in the geotechnical and geological engineering field. With our experts, professional skilled staff, and diverse experience, we offer reliable services in an integrated, efficient, and cost-effective service to clients in the public and private sectors. Our services include Geotechnical Engineering, Geotechnical Engineering Laboratory Materials Testing, Engineering Geology, and Environmental Engineering.
We plan to expand geotechnical services and uphold our commitment to quality and client satisfaction. We are growing and looking for an experienced and motivated Project Engineer to join our team.
About the Job:
As a Project Engineer, you will be involved in the geotechnical and geological aspects of a wide variety of projects. You will play a crucial role which includes daily project management, performing and/or leading field investigations, engineering analysis, calculations, and recommendations, design, and development of plans and specifications, observation and inspection, and the writing/preparation, and review of related reports for the services provided. Review plans and drawings to ensure compliance with the project specifications. Prepare proposals and cost estimates, track and evaluate project progress and budgets, and recommend changes. Research and resolve design and construction problems. Assign, review, and evaluate laboratory or field data for report inclusion. Apply sound engineering principles and be able to communicate complex engineering issues and concepts to technical and non-technical clients and project teams.
Primary Job Duties:
• Conduct geotechnical (preliminary and forensics) and geological investigations
• Perform field inspections and testing as required for construction projects
• Analyze data and prepare geotechnical reports on soil conditions, stability, foundation design, etc.
• Collaborate with architects, engineers, and construction teams to develop effective solutions
• Provide technical guidance on geological and geotechnical related issues throughout the project lifecycle
• Ensure compliance with industry standards, regulations, and safety protocols
• Project management from the planning phase to the completion of the project
• Conduct plan reviews
• Generate cost proposals
• Participate in project meetings and communicate effectively with owners, designers and project authorities
Job Qualifications (Education, Experience, and Skills):
• Bachelor’s Degree in Civil Engineering with a focus in Geotechnical Engineering
• Minimum of 2 years of relevant professional experience
• Professional Engineer or Engineer-in-Training Certification in the state of California.
• Strong analytical and critical thinking skills and a sound technical background in soil and rock mechanics
• Attention to detail, dedication to quality and accuracy
• Experience with various commercial geotechnical software
• Strong written and oral communication skills
• Ability to work independently or as part of a team
• Working knowledge of standard business software including Microsoft Word, Excel, and PowerPoint
Key Competencies:
• Strong knowledge of geotechnical and geological engineering principles and practices
• Knowledge with the local and statewide such as the California Building Code, Los Angeles Building, California Residential Code
• Proficiency in construction inspection and management
• Ability to analyze data and interpret results
• Proficient in using software and other engineering tools related to the discipline.
• Excellent problem-solving skills and attention to detail
• Strong communication skills to collaborate with multidisciplinary teams
• Ability to read and interpret schematics and construction drawings
Food Applications Assistant
Gold Coast Ingredients, Inc. is a leading manufacturer of food flavors and colors. Development and progress have always been a crucial aspect of the way we do business, as we strive to achieve the perfect synergy between the precision of food science and the craft of artisan flavor making.
Our Application Lab collaborates with our R&D Department and customers to evaluate flavors in a wide variety of products to ensure they meet our customers’ requirements.
In the position of Applications Assistant, responsibilities will include, but not limited to:
· Apply and evaluate flavors and other ingredients in customer applications to validate acceptability, optimize performance, and troubleshoot potential functional or flavor issues
· Create new application prototypes for product development initiatives, with a focus on beverage formulas
· Identify flavor systems that improve product performance and acceptability by masking undesirable tastes generated by vitamins, proteins, or other functional ingredients
· Collaborate with Flavorists by providing guidance on how to improve flavor performance in specific beverage or food applications
· Evaluate and record results of testing including product attributes, formulations, and processing parameters; maintain in an organized manner
· Communicates results/observations to manager
· Maintain appropriate inventories of commonly used ingredients and laboratory supplies
· Maintain accurate and complete records
· Maintain an organized work area, following GMP’s
Qualifications:
· Bachelor’s Degree Required – Food Science or related field
· Lab experience in the food industry a plus
· Culinary experience a plus
· Beverage experience a plus
· Ability to communicate effectively and appropriately with other employees of the organization
· Strong organizational skills and the ability to prioritize while maintaining attention to detail
· Self-motivated, resourceful, creative, teachable
· Ability to multi-task and manage time
Compensation Range: $20.00 - $25.00 per hour
Work Location: In person
Benefits:
· Medical insurance
· Dental Insurance
· Vision Insurance
· Flexible Spending Account
· 401(k) with employer contribution
· ESOP
Meet REVOLVE:
REVOLVE is the next-generation fashion retailer for Millennial and Generation Z consumers. As a trusted, premium lifestyle brand, and a go-to online source for discovery and inspiration, we deliver an engaging customer experience from a vast yet curated offering totaling over 45,000 apparel, footwear, accessories and beauty styles. Our dynamic platform connects a deeply engaged community of millions of consumers, thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand that we believe is connecting with the next generation of consumers and is redefining fashion retail for the 21st century. For more information please visit REVOLVE the most successful team members have a thirst and the creativity to make this the top e-commerce brand in the world. With a team of 1,000+ based out of Cerritos, California we are a dynamic bunch that are motivated by getting the company to the next level. It’s our goal to hire high-energy, diverse, bright, creative, and flexible individuals who thrive in a fast-paced work environment. In return, we promise to keep REVOLVE a company where inspired people will always thrive.
To take a behind the scenes look at the REVOLVE “corporate” lifestyle check out our Instagram @REVOLVEcareers or #lifeatrevolve.
Are you ready to set the standard for Premium apparel?
Main purpose of the Senior Data Science Analyst role:
Use a diverse skill sets across math and computer science, dedicated to solving complex and analytically challenging problems here at Revolve.
Major Responsibilities:
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Partner closely with business leaders in Marketing, Product, Operations, Buying team to plan out valuable data science projects
- Conduct complex analysis and build models to uncover key learning form data, leading to appropriate strategy recommendations.
- Work closely with the DBA to improve BI’s infrastructure, architect the reporting system, and invest in time for technical proof of concept.
- Work closely with the business intelligence and tech team to define, automate and validate the extraction of new metrics from various data sources for use in future analysis
- Work alongside business stakeholders to apply our findings and models in website personalization, product recommendations, marketing optimization, to fraud detection, demand forecast, CLV prediction.
Required Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
- Outstanding analytical skills, with strong academic background in statistics, math, science or technology.
- High comfort level with programming, ability to learn and adopt new technology with short turn-around time.
- Knowledge of quantitative methods in statistics and machine learning
- Intense intellectual curiosity – strong desire to always be learning
- Proven business acumen and results oriented.
- Ability to demonstrate logical thinking and problem solving skills
- Strong attention to detail
Minimum Qualifications:
- Master Degree is required
- 3+ years of DS and ML experience in a strong analytical environment.
- Proficient in Python, NumPy and other packages
- Familiar with statistical and ML methodology: causal inference, logistic regression, tree-based models, clustering, model validation and interpretations.
- Experience with AB Testing and pseudo-A/B test setup and evaluations
- Advanced SQL experience, query optimization, data extract
- Ability to build, validate, and productionize models
Preferred Qualifications:
- Strong business acumen
- Experience in deploying end to end Machine Learning models
- 5+ years of DS and ML experience preferred
- Advanced SQL and Python, with query and coding optimization experience
- Experience with E-commerce marketing and product analytics is a plus
A successful candidate works well in a dynamic environment with minimal supervision. At REVOLVE we all roll up our sleeves to pitch-in and do whatever it takes to get the job done. Each day is a little different, it’s what keeps us on our toes and excited to come to work every day.
A reasonable estimate of the current base salary range is $120,000 to $150,000 per year.
At JD Finish Line, we're not just selling products; we're creating experiences. Our retail stores are a vibrant reflection of our brand's passion for innovation and customer service. We're on the lookout for dynamic managers to lead our team and drive excellence in every customer interaction.
Position Title(s): Assistant Store Manager and Supervisor
Job Summary: As a member of Management, you will be the heartbeat of our store, responsible for managing daily operations, inspiring a high-performance team, and delivering exceptional customer experiences. You'll have the autonomy to shape the store's success and contribute to our company's growth.
Why Join Us?
- Competitive Pay & Benefits: Enjoy a comprehensive compensation package including health benefits, retirement plans, and employee discounts.
- Career Growth: We're committed to your professional development and offer opportunities for career advancement within our growing company.
- Dynamic Environment: Be part of a vibrant team in a fast-paced and rewarding work environment.
- DE&I Initiatives: Our commitment to Diversity & Inclusion is louder than words. We listen to the voices of our team members, which holds us accountable in creating an equitable and successful company. Together, we are stronger.
Key Responsibilities:
- Leadership & Team Management: Recruit, train, and develop a motivated team. Foster a positive work environment, set clear goals, and provide ongoing feedback to ensure top performance.
- Customer Experience: Create an exceptional shopping experience by addressing customer needs, resolving issues, and ensuring high standards of customer service.
- Sales & Performance: Drive store sales and profitability through effective merchandise management, promotional strategies, and achieving sales targets.
- Operational Excellence: Oversee daily operations including inventory management, visual merchandising, and store maintenance. Ensure compliance with company policies, procedures, and health & safety regulations.
- Financial Management: Manage store budgets, control expenses, and analyze sales data to optimize performance and drive revenue growth.
- Marketing & Community Engagement: Implement local marketing initiatives and build strong relationships with the community to enhance brand presence and attract new customers.
- Innovation & Problem-Solving: Stay current with industry trends and competitor activities. Identify opportunities for improvement and implement innovative solutions to enhance store operations.
- Additional duties and projects as required.
Qualifications:
- Experience: Proven experience as a Retail Store Manager or similar role, with a track record of achieving sales targets and managing a team.
- Leadership Skills: Strong leadership abilities with excellent communication, interpersonal, and organizational skills.
- Customer-Centric: A passion for delivering outstanding customer service and creating memorable shopping experiences.
- Analytical Skills: Ability to analyze sales data, manage budgets, and make data-driven decisions.
- Flexibility: Willingness to work flexible hours, including weekends and holidays, as needed.
- Tech-Savvy: Proficiency in retail management software and basic computer applications.
Minimum Requirements:
- Assistant Store Manager:
- Open availability, including availability during the hours necessary to open and close the store, which includes mornings, days, and nights.
- Minimum standard work week of 5 days.
- Average standard work week of 44 hours but increased during peak sales periods (e.g. Holiday, Back-to-School).
- Supervisor:
- Availability during the hours necessary to open and close the store, which includes mornings, days, and nights.
- Requires a minimum of 5 days of availability.
- Minimum standard of a 30 hour work week.
- All Management:
- Availability on weekends and holidays.
- Punctuality and regular attendance consistent with the company's policies are required for the position.
- Must have reliable transportation.
- Must speak English clearly in order to converse with customers and effectively supervise staff.
- Must be able to read and write English and perform business-related mathematics in order to carry out normal business and understand corporate sales reports.
- May require the ability to move to different locations within the company's network based on operational needs and career growth.
Physical Demands:
- Requires prolonged standing approximately five to 14 hours per day.
- During peak sale periods (e.g. Holiday, Back-to-School), will work for long periods throughout a one to 12 hour day.
- Requires stooping and kneeling to place merchandise on customer's feet as well as reaching and pulling to obtain or stock merchandise on storage racks.
- May be required to climb ladder or ascend/descend stairs in order to stock and/or acquire merchandise for sale.
- Required to lift items weighing 5-25 lbs regularly. In certain circumstances, weights may be higher.
- Must have good vision, including color differentiation.
- The work environment for this position is a moderately noisy retail setting.
Education:
- High School Diploma or GED equivalent; 2+ years' experience in retail leadership strongly preferred; or equivalent combination of education and experience.
Compensation: Assistant Manager pay range: $18.00 - $18.50 per hour with bonus opportunities in addition to base pay if store KPIs are met. Supervisor pay range: $17.00 - $17.50 per hour. All roles are eligible for the company 401K plan. Full time roles will be eligible for medical, dental, vision, sick leave, parental leave, and company-paid time off.
EEO Statement: The Finish Line, Inc. is an Equal Employment Opportunity employer and is committed to complying with all federal, state, and local EEO laws. The Finish Line, Inc. prohibits discrimination against employees and applicants for employment based on race or color, religion or creed, national origin, alienage or citizenship status, marital status, sex, pregnancy status, age, military status, disability, or any other characteristic or class protected by law. The Finish Line, Inc. provides reasonable accommodations in accordance with applicable laws, including for disabilities, pregnancy, and religious practices.
Join our dynamic team at Quadrant Health Group! Ocean Coast Recovery Center, a proud member of the Quadrant Health Group, is seeking passionate and skilled Full Time Behavioral Health Technicians for a graveyard shift 11:00pm-7:30am PST to join our growing team. The ideal candidate will provide essential support to our clinical staff, ensuring efficient and effective client flow and contributing to a positive client experience. You will play a crucial role in empowering individuals to achieve their personal and therapeutic goals.
Why Join Ocean Coast Recovery?
- Competitive salary commensurate with experience.
- Comprehensive benefits package, including medical, dental, and vision insurance.
- Paid time off, sick time and holidays.
- Opportunities for professional development and growth.
- A supportive and collaborative work environment.
- A chance to make a meaningful impact on the lives of our clients.
Compensation: $19 - $21 per hour
What You'll Do:
The Behavioral Health Technician fulfills the assigned role as part of the treatment team to maintain the wellbeing of clients and the integrity of the program. Additionally, the Behavioral Health Technician provides client supervision and staff/unit support as assigned. This position reports to the Director of Operations.
Behavioral Health Technician Major Tasks, Duties and Responsibilities:
Client Interaction & Support:
- Develop and maintain professional, supportive relationships with clients and staff.
- Provide emotional support, encouragement, and guidance to clients and their families.
- Support clients' comfort and safety in the residential environment.
- Listen attentively, document client behavior, and report observations to clinical staff.
- Maintain strict client confidentiality at all times.
Clinical & Administrative Tasks:
- Collect and supervise urine analysis (U/A) testing, ensuring proper reporting, documentation in the EMR, and disposal of samples.
- Observe self-administration of medication and document thoroughly.
- Document all medications in the hardcopy Centrally Stored Medication Log and the EMR.
- Complete intake assessments and consents with clients.
- Conduct patient rounds every 30 minutes.
- Complete vital signs (blood pressure, oxygen saturation, temperature, pulse, respiration).
- Complete contraband searches and random room searches.
Group & Activity Facilitation:
- Facilitate groups, outings, and educational sessions.
- Transport clients to meetings and appointments.
Team Collaboration & Communication:
- Provide crisis intervention and promote a healthy residential and working environment.
- Maintain compliance with all applicable regulations and ethical standards.
- Participate in team meetings and training sessions as needed.
What You'll Bring:
Behavioral Health Technician Skills, Knowledge and Competencies:
- Strong understanding of medical terminology and procedures.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
- Knowledge of the philosophy and approach of the 12-step model of recovery (AA, CA, NA, Alanon).
- Fully understands and maintains policies regarding professional ethics, including appropriate boundaries and patient confidentiality.
- Proficiency in basic computer skills and electronic health records (EHR) systems.
- Ability to communicate and collaborate effectively with co-workers, clinical staff, and administration to deliver high-quality care.
Behavioral Health Technician Qualifications:
- Current and valid certification as a SUDRC (Substance Use Disorder Registered Counselor) or RADTI (Registered Alcohol and Drug Technician).
- High School Diploma or equivalent.
- Previous experience in a clinical or healthcare setting preferred.
- Current CPR and First Aid Certification.
- Successful completion of Pre-Employment Requirements including, a criminal background clearance, drug testing, and health screening, is mandatory prior to employment.
About Ocean Coast Recovery Center:
At Ocean Coast Coast, we believe in fostering a culture of compassion, innovation, and excellence. We are dedicated to empowering individuals to achieve their optimal health and well-being. Our team is comprised of highly skilled professionals who are passionate about making a difference in the lives of those we serve. Join us and be part of a team that values your contributions and supports your professional growth.
#HP
11:00pm-7:30am CST
Compensation details: 19-20 Hourly Wage
PIa4903feded31-26289-38876739
Late Shift Machinist - Full Time - Santa Fe Springs, CA
At Sulzer, you are empowered to deliver superior results. As a pioneer in industry we have a proud heritage of innovation and continue to evolve for the future. Join our story and create your own impact by developing your expertise and building solutions that help make our lives safer, smarter and more sustainable.
Join our Pump Services team within Rotating Equipment Services division in Santa Fe Springs, CA as a Late Shift Machinist and help us take our Service Center to the next level.
In this role you will be accountable for:
* Performing layouts, setting up and operating conventional machine tools as required
* Reading and interpreting all drawings, including geometric dimensioning and tolerancing
* Designing setup methods where none exist
* Instructing other shop personnel on proper machining techniques
* Continually improving methods to deliver higher quality with improved costs
To succeed in this role, you will need:
* Completion of a machinist apprentice program or equivalent training
* Ability to hold close tolerances and conduct component inspections
* Ability to setup machine tools: ID / OD Grinders, Turret Lathe, Engine Lathe, Horizontal Boring Mill, Vertical Boring Mill, Radial Drill, Planer Mill
* Four years of experience in machine shop operations
* Willingness to work in a team environment
* Openness to working overtime as required
If you're a qualified candidate with proven expertise in developing core competencies, leading teams and driving continuous improvement, take the next step and apply with Sulzer. Make the most of your career!
Your benefits:
* 15 days of paid time off and 11 company-paid holidays
* 401k plan with a 6% match
* Comprehensive health plan including medical, dental, vision, Life, short-term & long-term disability
* Motivating wellness program
* Employee Assistance Program
Location: We are based in Santa Fe Springs, CA.
We are looking forward to hearing from you!
Sulzer is an equal opportunity employer, committed to the strength of a diverse workforce.
82% of our employees recommend Sulzer as a good place to work - so come and join our story, starting today!
We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will support client's entire life journey by providing professional and comprehensive financial advice to suit the client's needs. You will also provide support on contacting clients proactively, handling clients' banking queries timely and ensuring all the compliance and regulations are met.
Responsibilities include:
- Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients
- Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
- Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience
- Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
- Promote our products and services to potential clients, exploring their needs and making referrals to other business units where appropriate
- Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance
- Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB
- May perform other duties as assigned
Qualifications include:
- Bachelor's degree or equivalent experience
- FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining
- 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes
- Relationship management experience with high-net-worth clients or equivalent
- Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills
- Strong relationship management, client service, time management and prioritization skills
- Broad knowledge of financial products and services
- Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
- A strong sense of ownership, responsibility, and accountability
- Excellent understanding of financial planning, wealth management, and client-needs assessment
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation: The base pay range for this position is USD $71,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.