5 Consultant jobs

Responsibilities include: Conduct proactive sales presentations to top and 2nd tier producers highlighting the FT products and services. Discuss how the FT tools and services can meet the reps needs based on the reps’ acquired profile information. Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients. Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers. Create and tailor sales ideas and presentations based on broker profiles and channel focus. Create and analyze firm sales and asset reports to determine territory opportunities. Travel to territory as necessary. Participate in new and existing training programs to enhance performance and further career development. Mentor new & existing internal wholesalers and sales associates Qualifications   Ideal candidates will have: Bachelor's degree or equivalent required. Series 7 required. Series 63 required with training provided for eligible. Two to three years equivalent sales or service experience In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

The leader of the Communication Services organization works collaboratively as a peer with other leaders of core services of the infrastructure reporting to the Chief Technology Officer.  The role is responsible for all aspects of the communication infrastructure.  Preferred location is San Mateo, Rancho Cordova, CA or St Petersburg, Florida. This strategic leader will be responsible for effectively understanding business needs, dynamically work with the business, technology peers, external partners and communication staff members to set direction and lead the organization to sustain and grow this critical element of Franklin Templeton’s communication/computing infrastructure.  It is an exciting opportunity for an individual with the right balance of both technical and business competencies.  The environment is fast paced, fun and very dynamic; rapidly changing to meet the growing needs of products and services across the Investment Management industry. The aspects include but are not limited to, research and development, architecture, engineering, build/implementation management and ongoing operational support.  The team follows a plan, build and run support methodology to scale, sustain and expand the communication services of the company.  The team is responsible for all aspects of the global communications infrastructure (which include: Network & Data Services, Voice Services, and Communication & Conferencing Services). Under these core services, there are over 8 sub-services that global business users depend on each day to operate the business.  The leader of this unit is responsible for the ongoing operation and management of these services and sub-services; keeping current and aligned to business needs through clear journey maps, progressive iteration and innovation of the latest advancements in communication technologies. Global team geographically dispersed.  Skills range from Architects, Engineers, Project and Operational Support Resources.  The new leader will have the opportunity to re-evaluate the existing structure and make adjustments to the structure as needed moving forward to progress and mature the services of this dynamic organization.  Leader will have 5 to 7 direct reports and will manage a global team of 50 skilled communications professionals.

Responsibilities include: Budget & Expense Management Timely issuance of recurring US Advisory Services (USAS) business unit reporting and commentary/highlight trends to senior management team and other governance teams, including Budget Dashboards and MOR talking points. Timely reporting for Global Marketing Services (GMS) and Global Product Strategy (GPS) to also include Budget Dashboards, MOR talking points, and Market Data Service Schedules. Monitor and evaluate USAS, GMS and GPS budgets to actual performance. Provide monthly variance and trend reporting to division heads and their direct reports. Assist in the preparation of the annual budgets, quarterly contingency funding materials and monthly LOB transfer requests for USAS, GMS, and GPS. Expense performance metric and sales channel reporting. Preparation of the 529 Quarterly budget reports. Business Planning Track and report on strategic business initiatives for USAS. Assist with the development of the USAS commitment pack process and other business plans by working with senior management. Assist with the management of the annual IPP process as it pertains to senior management and external sales. Identify and analyze key performance metrics and trends for reporting purposes. Cost Allocations Ensure cost allocation methodologies for USAS, GMS and GPS are current.  Host regular discussions with senior leaders to ensure percentages are up to date.  Submit any necessary revisions. Lead TCO quarterly refresh USAS, GMS and GPS. Teamwork and Business Partnership across USAS, GMS & GPS Live out the corporate values, including building relationships and working with integrity. Work proactively within our team and with other teams and departments. Actively support business leads and department heads in offering support and guidance.  Serve as an excellent business partner in serving the needs of others in understanding the cost allocation and profitability of NAAS and GAS. Establish, implement and maintain best practices related to the expense, budget, and cost allocation processes.

Job Summary: Reporting to the Assistant Director of Prospect Management and Analytics, the senior prospect data analyst is responsible for providing data driven solutions to Prospect Management and Research (PMR) programs. Lead the development of analytical strategies, tools and ad-hoc reports to support PMR programs such as centralized portfolio management, prospect identification and assignment, portfolio analysis, portfolio penetration, proposal activity, etc., Provide on-going assessments of programs' effectiveness. Coordinate routine and ad hoc analysis and reporting on University-wide prospect qualification, cultivation and solicitation activities. In collaboration with the Prospect Research team, plan, develop and implement custom predictive models to facilitate the identification of high quality prospects to ensure portfolios have a sufficient number of prospects to meet goals and to develop an understanding of donor behavior. Conduct extensive business analysis; extract, organize, manipulate, mine and model data to inform management business decisions related to matters of portfolio management, staff deployment and goal-setting. Serve as subject matter expert for the PMR team in data manipulation and data analysis and reporting. Provide high level support to the PMR team in the integration of data analysis into day-to-day work. Develop and maintain substantial knowledge of applicable information technology and how data are structured within the development database and complementary reporting tools. Responsible for building-out, maintaining and improving a comprehensive repository of reports and analytics in order to serve the needs of PMR and DEVAR. Physical Demands: Sit for extended periods of time in front of a computer terminal and extensive use of a keyboard. Work Environment: Must provide own transportation to off-site meetings and events. Work occasional flexible hours as needed to meet operational need. UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space. Background Check Required: This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity checks. Yes Qualifications Minimum Qualifications: Experience in business analysis and project team facilitation in order to extract, organize and disseminate information for data segmentation, statistics, and decision making. Experience with spreadsheet, query, statistical modeling, data management and visualization software - e.g., Microsoft Access, Excel, Word, Visual Basic and Visual Studio, Structured Query Language (SQL), R, SPSS, Tableau, et al. High degree of technical skills with proficiency and understanding of data mining, modeling and statistical analysis techniques and software. Direct knowledge and proven experience with manipulating data from relational databases (such as Ellucian's Advance, Reeher platform, Michelangelo). Extensive database experience in a large-scale database environment maintaining data quality. Exceptional analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to produce reports that are usable and actionable to a variety of fundraising professionals. Expert written communication skills to compose and document complex technical processes as well as issues and their resolution. Strong oral communication skills, including skills to successfully interact and collaborate with varied constituents in a professional manner. Proven analytical, problem-solving and management skills to independently research, develop, take ownership of, and confidently recommend solutions to complex problems and issues. Experience in determining priorities, delegating responsibilities, exercising independent judgment and making appropriate decisions. Project management experience to thrive in an environment of changing priorities and conflicting demands. Preferred Qualifications: Demonstrated understanding and knowledge of the principles of development/fundraising at a major university with emphasis on analysis. Work experience in a large fundraising organization, especially in higher education. Working knowledge of R, SPSS, Tableau, or other mainstream software packages used for building statistical data models and for data visualizations Direct knowledge and proven experience with Ellucian's Advance, Reeher platform, Michelangelo. Ability to adequately utilize research tools.

THE JOB: You will be in charge of sales and marketing methods to provide superior service to potential and current residents of our upscale apartment communities.  You will be required to meet sales goals, leasing ratios and maintain milestones in customer service and resident satisfaction, throughout the sales process. We give you tremendous support and all the tools you need to do the job, but it's up to you. It's a fun, fast-paced team environment where YOU can be a big part of the reason people rent with Lewis! WHO WE WANT: Our best Leasing stars are driven, polished, motivated, and engaging sales professionals with   previous experience   in sales and customer service.  Our top people apply their best efforts every day, possess a ‘can do’ attitude, and are motivated by and appreciate a professional, high-energy environment in which their results are fostered and rewarded.  Other great matches we desire: An outgoing, sales-driven personality and competitive nature Self-motivated and a strong desire to achieve and succeed. Basic computer skills (MS Office) Ability to work weekends is required. Days off are during the week Previous experience in upscale sales environments is highly preferred. Valid driver's license & insurance is required WHY JOIN US?   Lewis is a nationally-awarded and recognized, growing company with a strong history, a broad future, and a strong  promote-from-within company culture . We have a winning team with a long history of successful apartment development and property management.   We want you to work hard, be a valued part of our success and grow with us. We have the opportunities!   In addition to an hourly salary of $15/hr, Lewis offers a   strong commission structure, annual and quarterly bonuses , full medical and dental benefits plans, 401k savings plan with company match, apartment discounts, paid holidays, vacation time, educational reimbursement, continued training, advancement opportunities and much more! To learn more about Lewis Apartment Communities, visit our websites at www.lewiscareers &   www.lewisapartments.com