Forecast Planning Manager jobs in Nebraska

Forecast Planning Manager manages the organization's forecast planning function using inventory levels, production speed, and product demand to estimate output. Gathers and evaluates data to develop solutions for increasing production. Being a Forecast Planning Manager may work with vendors, customers, and other departments within the organization to determine optimal inventory levels. May require a bachelor's degree. Additionally, Forecast Planning Manager typically reports to a director or head of a unit/department. The Forecast Planning Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Forecast Planning Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Client Relationship Manager
  • Legacy Investment Planning
  • Farmers, NE FULL_TIME


  • Who We Are

    Legacy is a small but vibrant team that has created a fun and productive culture. We work hard, and we have fun together because we believe there should be a balance to our success. We have a beautiful office space in the heart of Cool Springs (Franklin, TN), which is convenient to everything and comes with amenities such as a gym, walking trails, and outdoor leisure areas, as well as food service offerings like on-site food trucks and local restaurant vendors weekly. We are seeking a motivated and competent individual to elevate our firm’s client experience and internal team workflows.

    What We Do

    Legacy exists to improve lives through creative financial strategies. Our independent firm offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients and constantly strive to provide them with the tools and strategies they need to maximize their financial portfolio and leave a legacy that impacts the lives of those they touch.

    What We Need

    Our team has developed a high-performing and scalable practice, leading to an overwhelming need for administrative support and project management for our team of advisors and our clients. We are looking to add a motivated and competent full-time Client Relationship Manager to the team - someone who is eager to be part of a growing business and can help us elevate our firm’s client experience. We are especially interested in candidates with the following qualifications:

    Job Responsibilities

    New Business Processing

    Process Insurance and Investment New Business Applications

    Manage the Initial Client Onboarding Process

    Assist with Underwriting Requirements and Case Tracking

    Maintain CRM Activities & Data Updates

    Maintain Client Files & Documents

    Process Checks

    Client Service & Engagement

    Assist with Service-Related Needs and Requests

    Assist with Client Database Management and Reports

    Assist with Client Online Access and Account Management Software

    Assist with Client Birthday Cards & Gifts

    Advisor Support

    Weekly Case Status Report

    Special Requests and Project Assistance, as needed

    Special Projects/Events

    Assist with Logistics and Planning for Client Events

    Prep Materials for Events, as needed

    Administrative Team Responsibilities

    Answering General Phone Line

    Welcome In-House Guests

    Weekly Admin Meetings

    Prepare Goals for Weekly Team Meetings

    Requirements

    Mindset & Skills Requirements

    Working knowledge of Microsoft Office (Outlook, Excel, Word, etc.)

    Excellent Customer Service with a friendly & patient personality

    Ability to work independently while still delivering results in a timely fashion

    Quick Response Time

    Quality Written Communication

    Effective Problem Solving

    Experience with the following applications, a plus

    Trello

    Notion

    Airtable

    Benefits

    Compensation & Benefits

    Starting base salary range is $50,000-$60,000, based on experience and credentials

    Competitive bonus and profit-sharing opportunities are available after the first year of employment

    Company 401(k) eligibility after six months of employment with a 3% employer contribution

  • 28 Days Ago

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Manager, Financial Planning and Analysis
  • Ameritas
  • Lincoln, NE FULL_TIME
  • This position leads specialized expense reporting for the enterprise, and directs the completion and analysis of the budget, forecast, and actual expenses. Collaborate with others throughout the organ...
  • 17 Days Ago

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Event Planning Manager
  • Kimpton Cottonwood Hotel
  • Omaha, NE FULL_TIME
  • Property Description Kimpton Cottonwood Hotel is a boutique hotel that offers a unique and inviting experience for both guests and employees alike. As a job applicant, joining the team at The Kimpton ...
  • 7 Days Ago

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Materials Planning Manager
  • Trane Technologies Careers
  • Centennial, NE FULL_TIME
  • At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
  • 12 Days Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Elm, NE FULL_TIME
  • Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
  • 17 Days Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Wauneta, NE FULL_TIME
  • Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
  • 17 Days Ago

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Building Inspection Manager (Planning Manager)
  • City of Palo Alto, CA
  • Palo Alto, CA
  • Salary : $127,857.60 - $191,776.00 Annually Location : Palo Alto, CA Job Type: Regular Full-Time Job Number: 202400497 D...
  • 4/24/2024 12:00:00 AM

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Building Inspection Manager (Planning Manager)
  • City of Palo Alto
  • Palo Alto, CA
  • Building Inspection Manager (Planning Manager) Print (https://www.governmentjobs.com/careers/paloaltoca/jobs/newprint/44...
  • 4/24/2024 12:00:00 AM

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Planning Manager
  • Mallinckrodt
  • Hobart, NY
  • Job Title Planning Manager Requisition JR000014057 Planning Manager (Open) Location Hobart, NY (Pharma) - USA036 Additio...
  • 4/24/2024 12:00:00 AM

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C4 Planning Management
  • Govcio LLC
  • Shaw, SC
  • Overview: GovCIO is currently hiring for a C-4 Planning Management. This position will be located in Shaw AFB, SC and wi...
  • 4/24/2024 12:00:00 AM

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Defense Area Planning Manager
  • Fincantieri Marine Group
  • Sturgeon Bay, WI
  • Job Description Position Title: Defense Area Planning Manager Location of Position: United States -- Wisconsin -- Sturge...
  • 4/22/2024 12:00:00 AM

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Planning Manager
  • Blue Signal Search
  • Las Vegas, NV
  • Our client is a leader in personalized items manufacturing, delivering innovative solutions that empower businesses to c...
  • 4/22/2024 12:00:00 AM

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Planning Manager
  • Johnson Controls International
  • Reynosa, Tamaulipas
  • What you will do? Under general direction, provides complete analysis of materials availability, directs planners to sch...
  • 4/21/2024 12:00:00 AM

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Planning Manager
  • Givaudan
  • Cincinnati, OH
  • Join us and celebrate the beauty of human experience. Create for happier, healthier lives, with love for nature. Togethe...
  • 4/21/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Forecast Planning Manager jobs
$101,594 to $139,781

Forecast Planning Manager in Buffalo, NY
A forecast is financial trend that mirrors the business plan period.  If you develop a five-year business plan, you should create a five-year forecast.
January 08, 2020
Forecast Planning Manager in Middlesex, NJ
Sales forecasts enable you to manage your business more effectively.
January 26, 2020
It is a month-by-month forecast of the level of sales you expect to achieve.
December 06, 2019
Forecast Planning Manager in Pensacola, FL
Therefore, you can generate demand forecasts that consider historical data that is spread among multiple systems.
December 18, 2019