FULL_TIME

FEED

YEAR

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation. Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning topics, and value-added idea generation. In this role you will:<ul><li>Accountable for and manage the internal activities and execution of all aspects of the Waldron financial planning process for clients with combined annual revenue of $2MM to $8MM who are assigned to their team.</li><li>Perform assigned client-related duties including, reviewing and analyzing reports and presentations which encompass all aspects of a client’s financial picture, including investment duties. Advanced topic deliverable creation may be required by this role.</li><li>Run internal GAP process for assigned prospective clients to prepare the closing team to demonstrate Waldron’s unique value add including, but not limited to, oversight of all related deliverables.</li><li>Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.</li><li>Proactively identify client and prospect needs without direct assignment by Leadership.</li><li>Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.)</li><li>Direct and aid in the daily operations of the team, monitoring performance, ensuring efficiency, and providing guidance and support to ensure success.</li><li>Develop more skills and responsibilities to play the Service Advisor role on more complex client relationships and potentially develop more skills and responsibilities to lead client relationships.</li><li>Coordinate and collaborate with all Firm departments to develop a holistic plan for client engagements. Provide top level concierge service to existing clients.</li><li>May attend and participate in client meetings; review all meeting notes and make necessary updates in applicable systems.</li></ul>Experience/Education Requirements:<ul><li class="TableParagraph" style="margin-top:1px">Bachelor’s Degree in finance or related field required. Masters Degree in finance or related field preferred.</li><li class="TableParagraph" style="margin-top:1px">Minimum of three (3) total years of wealth management and investment related experience required. Six (6) years preferred. </li><li class="TableParagraph" style="margin-top:1px">Three (3) years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible assets, depending on assigned client pod) client families required. </li><li class="TableParagraph" style="margin-top:1px">Passed CFP®, CFA (Level II), CPA, JD or another approved advanced credential required.   </li><li class="TableParagraph">Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).</li></ul>Powered by JazzHR

Waldron Private Wealth

Wealth Planning Strategist

Accounting

Analysis Skills

Cash Flow Projection

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Chartered Financial Analyst (CFA) Level II

Customer Relations

Customer Support/Service

Estate Planning

Finance

Financial Planning

High Net Worth

Income Tax

Investment Services

Investment Strategy

Leadership

Meeting Minutes

Needs Assessment

Operations

People Management

Performance Analysis

Process Analysis

Risk Analysis

Sales Management

Sales Prospecting

Series 65

Series 66

Strategic Planning

Systems Maintenance

Technical Delivery

Wealth Management

partner JazzHR

UNKNOWN

ADAPTED_NOW

The Client Strategist engages and manages key client relationships across industries and sectors to drive business value through end-to-end delivery of commodity and non-commodity-based energy solutions. + Manage strategic relationships as lead strategist for NRGs most valued managed product clients: up to 30 key customers and over 2 million annual MWhs and/or 4 million annual Dth.

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You’ll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success—take the lead in shaping your career development, goals and future! As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You’ll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success—take the lead in shaping your career development, goals and future! The Client Strategist engages and manages key client relationships across industries and sectors to drive business value through end-to-end delivery of commodity and non-commodity-based energy solutions. The Client Strategist aims to improve our clients' profitability and business productivity by creating value through procurement solutions, operating cost reduction and world class customer service. Essential Duties/Responsibilities: + Manage strategic relationships as lead strategist for NRGs most valued managed product clients: up to 30 key customers and over 2 million annual MWhs and/or 4 million annual Dth + Provide world class levels of customer service resulting in customer retention and renewal business + Synthesize customer commodity and non-commodity strategy by analyzing a wide variety of solutions, selecting the most relevant products and tools to meet specific client objectives + Manage key clients by setting procurement objectives, developing reporting capabilities and benchmarks, maintaining strategy with customers by identifying changes in scope, interpreting reporting outputs + Travel (up to 25%) to key customer sites to present commodity and non-commodity strategy and results to senior management + Work directly with the Direct and Indirect sales teams to support the acquisition of new business + Interface with pricing and wholesale supply and trading to provide wholesale market information, transparent pricing and execution to commodity customers + Interface with Demand Management and renewable services teams to provide non-commodity solutions and product execution to key customers + Apply risk management techniques to customer strategy including, but not limited to Load Forecasting, VaR analysis and Options theory Working Conditions: + Open office environment. + Sensory attention: Continual need to give concentrated attention where multiple stimuli are changing quickly and where 2 or more senses – hearing, seeing, touching, and tasking – must be used in coordination. + Mental stress: Continuous occurrence of strong demand for results and multiple simultaneous demands requiring decisions + Travel – up to 25% Minimum Requirements: + Proficient with computer spreadsheet and database applications + Bachelor’s degree required. Concentration in engineering, economics, mathematics, or specific energy market analysis-related experience preferred + Two or more years of energy, commodity, or finance experience required + Presentation proficiency and the ability to interact with senior management + Ability to develop and implement highly effective market and business strategies + Skilled in business analysis and identifying market potential for significant business growth Preferred Qualifications: + Master’s degree in business management or related field preferred + Holds Certified Energy Procurement Professional (CEP) or Certified Energy Management (CEM) Designation preferred + Excellent quantitative skills + Excellent oral and written communication skills + Good skills of persuasion and effectiveness at explaining rational for recommendations and decisions + Excellent interpersonal skills and an ability to work effectively with cross-functional teams + Strong organizational abilities, attention to detail and deadline orientation + Commitment to work with a sense of urgency + The ability to work as a team player + Be proactive and creative in solving problems + Exhibit a positive attitude to inspire the people around you Physical Requirements: + Most of the time is spent sitting in a comfortable position and there is occasional opportunity to move about _The base salary range for this position is: $72,080 - $118,932. The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts._ NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. EEO is the Law Poster (The poster can be found at http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf) Official description on file with Talent.

In Princeton, NJ—just 20 miles south of Thomas Edison's home—lies the headquarters of NRG Energy, Inc., a Fortune 500 company thatowns and operates one of the country's largest power generation and retail electricity businesses. NRG sells electricity directly to morethan 2 million customers through our retail businesses, Energy Plus, Green Mountain Energy Company, Independence Energy and Reliant,and is capable of generating enough electricity from our power plants to supply more than 20 million homes. NRG is at the forefront of changing how people think about and use energy. We are pioneers in developing cleaner and smarter energy choices for our customers: whether as one of the largest solar power developers in the country, or by building the first privately funded electric vehicle charging infrastructure or by giving customers thelatest smart energy solutions to better manage their energy use. With renewable energy development, electric vehicle support and smart grid technology, NRG delivers innovative solutions that help people, businesses and communities build a sustainable future. For more information, visit <a href="http://www.nrgenergy.com" target="_blank">nrgenergy.com.</a>

NRG Energy, Inc.

Client Strategist

Purpose: Working closely with the Quality Initiatives Professional Learning and ELRC teams, the Early Childhood Education (ECE) Workforce Development Strategist is responsible for researching trends and developing, facilitating, and evaluating comprehensive workforce development opportunities for early education and school-age professionals that are aligned with the field’s interests, needs, and trends as well as the organization’s mission, vision, and efforts. Young children develop and learn by example; this means that children whose early learning environments reflect just actions, equitable opportunities, diverse representation, and inclusive approaches experience healthier interactions and build relationships that enable them to thrive.

Position: Early Childhood Education Workforce Development Strategist Full-Time | Salary Range: $47,000-$52,000Culture: Trying Together’s mission is to support high-quality care and education for young children.Trying Together is a Pittsburgh-based nonprofit that supports the work of early childhood by providing advocacy, community resources, and professional growth opportunities for the needs and rights of children, their families, and the adults who interact with them. A fast-paced organization, Trying Together looks for dedicated and passionate staff who bring positivity to their work and a solution-oriented sensibility.Trying Together encourages its team, partners, and communities to interact compassionately and honor the range of cultures, ideas, and identities that root each person. Young children develop and learn by example; this means that children whose early learning environments reflect just actions, equitable opportunities, diverse representation, and inclusive approaches experience healthier interactions and build relationships that enable them to thrive.Trying Together is an equal-opportunity employer. Trying Together does not discriminate and encourages qualified candidates of any gender, race, class, sexual orientation, faith, disability, or age to apply. All candidates will be evaluated on a merit basis. Purpose:Working closely with the Quality Initiatives Professional Learning and ELRC teams, the Early Childhood Education (ECE) Workforce Development Strategist is responsible for researching trends and developing, facilitating, and evaluating comprehensive workforce development opportunities for early education and school-age professionals that are aligned with the field’s interests, needs, and trends as well as the organization’s mission, vision, and efforts. This is a full-time position that includes occasional evening and weekend hours, as well as light travel. The ECE Workforce Development Strategist reports to the CDA Program Manager and is considered an active team member of the Trying Together Quality Initiatives Professional Learning Team. Responsibilities:<ul><li>Practice equity in daily decisions. Apply an equity lens to goals, planning, materials, outreach/enrollment, communications, follow-through and partnerships and seek input from people most affected by decisions.</li><li>Build a culture of belonging. Use inclusive meeting norms, invite under-represented perspectives, offer constructive feedback, and address harm respectfully.</li><li>Improve practices that cause harm. Flag practices, processes, and/or policies that undermine the dignity, safety, or equitable treatment of children, families, educators; propose and help implement and evaluate improvements.</li><li style="list-style-type:disc">Participate in the development, coordination, facilitation, and evaluation of sequential, Trying Together workforce professional learning opportunities for early educators, such as the Child Development Associate credential (initial and renewal), PA School-Age Professional Credential and workforce Apprenticeship. The facilitation of such opportunities includes in-person, virtual, and online professional development coursework as well as participant and program coaching and mentoring. </li><li style="list-style-type:disc">Be familiar with and assist in the coordination of professional development participants’ access to T.E.A.C.H., the PA CDA voucher system, PASSHE PDO, and other available professional development resources. </li><li style="list-style-type:disc">Develop, facilitate, and evaluate professional development opportunities for early learning professionals and stakeholders on relevant topics that meet the needs of the field, including but not limited to: developmentally appropriate practice, child development, family-child program relationships, and professionalism within early learning programs. </li><li style="list-style-type:disc">Aide in the reflection and evaluation of projects and programs, working directly with other team members to ensure that Trying Together programs and resources pertain to the mission and vision of the organization and more importantly reflect the needs and interests of the communities at large. </li><li style="list-style-type:disc">Collaborate and work with other Quality Initiatives team members, consultants, and  volunteers, as well as Trying Together staff. </li><li style="list-style-type:disc">Participate in organizational team and all-staff meetings as well as other organizational initiatives that relate to the ECE Workforce Development Strategist’s current work efforts and responsibilities. </li><li style="list-style-type:disc">Be familiar with and oversee the support of early learning programs seeking national  accreditation (NAEYC, NECPA, NAFCC). </li><li style="list-style-type:disc">Complete on site, face-to-face program visits offering support and strategies for continuous quality improvement. </li><li style="list-style-type:disc">Work collaboratively across departments within Trying Together to meet the mission and accomplish the work. </li><li style="list-style-type:disc">Participate in initial and ongoing professional development for continuous learning and expanding one’s professional knowledge base. </li><li style="list-style-type:disc">Consistently use the NeonCRM platform to build relationships with constituents, record data that measure project performance, and support continuous quality improvement in the organization's resources and services.</li><li style="list-style-type:disc">Other duties as assigned. </li></ul>Qualifications/Skills:<ul><li style="list-style-type:disc">Bachelor’s Degree in Early Childhood Education or related field (with a minimum of six early education credits).</li><li style="list-style-type:disc">Experience facilitating professional development, preferably to educators.</li><li style="list-style-type:disc">Bilingual in Spanish/English is highly preferred.</li><li style="list-style-type:disc">Current PA Quality Assurance System (PQAS) instructor certification preferred. </li><li style="list-style-type:disc">Proficient in Microsoft Office suite and Google Workspace. </li><li style="list-style-type:disc">Value the collaborative, reflective, and reciprocal nature of consultation. </li><li style="list-style-type:disc">Approach educator career development with a growth mindset and believe all educators can improve, whatever the starting point. </li><li style="list-style-type:disc">Use reflective practice strategies and skills. </li><li style="list-style-type:disc">Be extremely organized. </li><li style="list-style-type:disc">Be flexible. </li><li style="list-style-type:disc">Be a creative problem solver.</li><li style="list-style-type:disc">Have a keen eye for detail and the ability to multitask. </li><li style="list-style-type:disc">Possess excellent interpersonal and communication skills. </li><li style="list-style-type:disc">Ability to work both independently as well as part of a team.</li><li style="list-style-type:disc">Ability to work some evenings and/or weekends.</li></ul>Required Clearances: <ul><li style="list-style-type:disc">Clean Act 33 Child Abuse Clearance.</li><li style="list-style-type:disc">Clean Act 34 PA State Police Clearance.</li><li style="list-style-type:disc">Clean Act 73 Federal Criminal History Clearance.</li><li style="list-style-type:disc">National Sex Offender Registry (NSOR) Verification.</li><li style="list-style-type:disc">Valid Driver’s License and proof of insurance.</li></ul>Required Training:<ul><li style="list-style-type:disc">Mandated Reporter Training (must be completed in the first month of placement).</li><li style="list-style-type:disc">NeonCRM Training (required and recommended online courses must be completed in the first three months of placement).</li><li style="list-style-type:disc">PQAS Professional Development Instructor Certification (must be obtained within the first year of employment for staff with a Bachelor’s Degree).</li></ul>Benefits:<ul><li style="list-style-type:disc">Competitive compensation and benefits package.</li><li style="list-style-type:disc">Appreciative inquiry and strengths-based review process.</li></ul>Powered by JazzHR

Strategist Jobs in Brookline, PA

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Strategist Jobs in Brookline, PA

Wealth Planning Strategist Waldron Private Wealth

Client Strategist NRG Energy, Inc.

Early Childhood Education Workforce Development Strategist Trying Together

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