
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
🕒 June 15
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501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
• Facility project planning; expansion and renovation management • Plan, coordinate and oversee new branch build outs and openings • Plan, coordinate and oversee branch office relocations/expansions/renovations • Project post implementation review on facilities projects • Support and improve branch office space utilization efficiency • Establish processes and communications on facilities activities • Implement brand standards for acquisitions, expansions and renovations • Serve as point of contact for facility access system management • Oversee media storage • Document facility related processes and procedures • Coordinate/assist with other projects identified by Facilities Director • Manage to facilities acquisition and project budgets • Estimate project expenses for initial planning of various size Facilities projects • Collect branch office feedback and create resolution plan recommendations for Senior management review • Serve as the liaison between WEG and building management at each location • Work with vendors to ensure expectations of work is completed to our standards • Establish and maintain relationship with vendors • Act as purchasing agent with vendors
• PMP certification, preferred with 3+ years facilities planning or project management experience • Excellent oral and written communication skills; to communicate effectively and work with internal and external resources • Excellent organization and problem solving skills • Ability to prioritize work flow and projects and use judgment to plan and accomplish goals • Strong attention to detail • Ability to lead and direct the work of others • Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures • Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met • Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures • Expertise with Microsoft Office and other software as required
• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Apply Now🕒 June 15
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