DEI Strategy & Planning Consultant

and product roadmap of the Corporate & Investment Banking and Commercial Real Estate CRM platforms, focused on providing end users with actionable client insights, driving a positive end user experience, optimizing data quality & efficiencies, and mitigating risks.

In addition, this role will serve as a product owner focused on implementing ongoing enhancements to our CIB CRM platform aligned to the product roadmap. In This Role You Will: Support delivery of strategic and transformational CRM initiatives supporting Corporate & Investment Banking and Commercial Real Estate lines of business Lead CIB CRM projects from initiation to implementation and transition to BAU, leading and influencing

other project resources and partner teams Support the creation of an implementation strategy for CIB CRM projects and product releases based on input from business, product development, technology and partner teams, including cost/benefits Collaborate with CIB leadership, business users and technology to identify, document, and launch enhancements to the CIB CRM to support the needs of Corporate & Investment Banking Manage and prioritize product backlog for CRM enhancements; serve as product owner for a scrum team and build collaborative relationships with technology partners Work with business leadership and process engineering teams to understand and articulate business process requirements

& impacts; translate requirements into a technology and process design in the CRM Partner with Business, Technology, Compliance & Risk, Transformation, integrated tools owners, and other key stakeholders on the planning, execution, management of CIB CRM projects Perform data analysis to support project activity and support decision making around tools design Participate and oversee User Acceptance Testing related to effort Ensure that change management (communication & training) and user experience (adoption) is a key focus Effectively communicate with business partners as it relates to project progress, health and status Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Subject matter expertise and working business knowledge of Corporate & Investment Banking, Markets, or commercial real estate businesses 3+ years of experience serving as a product owner for a CRM tool and shaping strategic vision 3+ years prior experience in leading small or medium complexity projects; complex or large-scale project participation Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Strong ability to work with business stakeholders, including providing credible challenge as needed 3+ years of agile experience, strong familiarity with Jira Advanced Microsoft Office (Word, Excel, Outlook and Power Point) skills Excellent verbal, written, and interpersonal communication and presentation skills Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Ability to articulate issues, risks, and proposed solutions to various levels of stakeholders and management Posting End Date: 28 Dec 2023 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9a6af11f-fd95-44e2-bc6b-0d88758bc3dc

Consultants come to TIAA with and without their registrations and exemplify our corporate values. Whether newly registered or experienced Registered Representatives, our consultants are empowered to deliver excellence in customer service and help achieve financial results.

They believe in putting our participants first in every interaction and through continuous improvement processes. Consultants operate as one team through interdepartmental collaboration and act with the highest degree of integrity in both participant and associate interactions. The Financial Services Consultant works with TIAA participants to provide education and understanding regarding TIAA financial products and

services and assists participants in meeting their long-term financial goals. This is a FINRA Registered job that is responsible for communicating details and providing participant options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual and institutional participants.

While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Candidates who do not currently have the Securities Industry Exam (SIE), FINRA Series 6 and/or Series 63 will be provided paid time to study for and take these exams. Study resources

are provided. Once all exams are passed, and new hires are successfully registered, they will move to the Financial Services Consultant role and enter an extensive training program to help provide the skills needed to effectively engage TIAA's participants by providing financial education through in-bound phone calls in one of our National Contact Centers located in Charlotte, Dallas, or Denver.

Key Responsibilities and Duties Offers superior customer service to inbound phone callers by responding to participant requests while backssing participant issues and offering solutions to both identified and unrecognized participant needs. Establishes rapport quickly with participant, setting them at ease and providing direction regarding their financial transactions and long-term planning regarding their assets.

Outlines participant options regarding TIAA products and services and explains choices using clear and simple explanations. Answers participant questions by communicating TIAA financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, actions taken, etc. as well as banking service transactions performed.

Refers participant to business partners when appropriate to retain and increase client assets. Candidates who do not have the SIE, Series 6 and/or 63, must obtain those registrations as a condition of employment within 120 days Candidates who do not have the SIE, Series 6 and/or 63 will have a start date that depends on what registrations they have, providing time to obtain these ahead of training Training will be provided to ensure our associates are prepared to meet the expectations of the role NCC associates will take the Resident Insurance License Exam.

Qualifications No Experience Required University (Degree), Preferred FINRA Registrations SRC Indicator: Series 6 or 7; Series 63Physical Requirements Physical Requirements: Sedentary Work Career Level5IC Candidates with SIE may be eligible for a $1500 bonus. The Start Date for Non-Registered and SIE candidates will be 03/04/24. Banking, Call Center, Customer Service or Sales experience is desired. Hours of operation are Mon - Fri 8:00 am to 10:00 pm Eastern Time. Must be able to successfully complete employment screening, including a Credit Report background check. Related Skills Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: Base Pay Range: $19.11/hr.

- $36.83/hr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, interaction, religion, veteran status, disability, interactionual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U. S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-xyz XEmail: vacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. For Applicants of Greenwood residing in Brazil (English), click here. For Applicants of Greenwood residing in Brazil (Portuguese), click here. For Applicants of Westchester residing in Brazil (English), click here. For Applicants of Westchester residing in Brazil (Portuguese), click here.

to help customers enjoy dependable comfort all year. Currently, we have an immediate opening for a Comfort Consultant who will be an advocate for the customer. You will receive qualified company-provided appointments and industry-leading paid training.

If you are ambitious and dedicated, you can build a rewarding career helping your community because 'your comfort is our business. ' Our Comfort Consultant will be responsible for building rapport with customers and presenting options, ensuring that customer expectations are met and payment has been secured. What We Offer: Medical, dental, vision, and life insurance Paid time off, holidays, and your birthday Take-home company vehicle and

i Pad 401k with 3% full match and partial match on 4-5% Professional development, including reimbursement for certifications Annual end-of-year party Quarterly team-building events Company provided water bottles and uniforms/laundry service All-inclusive paid trip to a location outside of the country if the team meets the goal Work Hours: Mobile work schedule with a rotating on-call week Pay Scale: 100% unlimited commission-based pay, on average, can earn $125k - $250k per year Required Qualifications: Magnetic personality Valid driver's license and insurable driving record High school diploma or GED Good computer skills Excellent communication skills, both verbal and written Strong interpersonal

skills Well-organized and ability to work independently Successfully pass a pre-employment background check and drug screen 2 years of in-home sales experience Preferred Qualifications: Service Titan software experience Residential HVAC service experience Please provide a cover letter explaining what you have to excel in this career

new requirements to the Intapp Product Management organization, driving the evolution of the product. The Professional Services Sonsultant also assists the product development team in troubleshooting technical issues that may arise during the delivery of the solution.

What you will do: Lead the technical delivery of Intapp solution, Employee Compliance, built upon Intapp's market-leading products Support project Functional Lead in the implementation of the customer's design. Act as the trusted advisor and subject matter expert to the customer. Lead clients to utilize industry leading practices Provide analysis of client needs and implementation recommendations Lead or assist in the review

of requirements and business processes to design new business processes to deliver the solution Support other Intapp operations such as Support, Customer Success, Product, and more.

Conduct data management and data mapping workshops as related to the proposed solution Create and maintain centralized implementation and training support collateral for use throughout implementation teams. Work closely with project team members to deliver the solution Work closely with the product team to improve the product Work with the professional services team to improve process Work with sales to provide assistance in delivering new solutions to new clients What you will need: 7+ years of experience

in a technical implementation leadership role within the Professional Services in a Saa S organization Team player with the ability to coordinate work with all team members Organized, disciplined, but flexible independent professional with strong ability to task-switch and manage multiple competing projects Emotionally intelligent, engaging listener and thoughtful communicator possessing exceptional written and verbal skills Strong communicator, personable and collaborative Demonstrate maturity and acumen navigating business and professional environments Comfortable working independently Objective and goal-oriented professional who is used to achieving targets Demonstrated experience in leading business process reviews, design reviews and change management with clients Bachelor's degree in a technical field, or strong related equivalent experience Web services (SOAP & REST); SQL An understanding of development methodologies Excellent hands-on skills with office productivity tools (Microsoft Word, Excel, Power Point, and Visio) Proven ability to learn and a strong desire to learn Strong analytical and troubleshooting skills Exceptional interpersonal skills and ability to explain software to non-technical users Bonus if you have: Experience in the Compliance industry, in particular experience with industry-standard code of ethics software systems Experience with systems integrations, business process integrations, and automation, and master data management Familiarity with new business intake and conflicts solutions, time entry and capture solutions and/or ethical wall and information barrier solutions Software development knowledge with a strong understanding of logic, patterns and algorithms Other enterprise software systems (ERP, PMS, Financial, CRM, HR, etc.

) Cloud and SAAS experience Issue tracking system (e. g. JIRA) What you will gain at Intapp: Our culture at Intapp emphasizes accountability, responsibility, and growth.

We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We're committed to creating a modern work environment that's connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer: Competitive base salary plus variable compensation and equity Generous paid parental leave, including adoptive leave Traditional comprehensive benefits, plus: Generous Paid Time Off Tuition reimbursement plan Family Formation benefit offered by Carrot Wellness programs and benefits provided by Modern Health Paid volunteer time off and donation matching for the causes you care about Home office stipend Opportunities for personal growth and professional development supported by a community of talented professionals An open, collaborative environment where your background and contributions are valued Experience at a growing public company where you can make an impact and achieve your goals Open offices and kitchens stocked with beverages and snacks #li-nl1 Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, interaction, interactionual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

All offers are contingent upon passing a criminal history and other background checks if applicable to the position. Please note: Intapp will not hire through text message, social media, or email alone.

We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain " @" or " @" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at /working-at-intapp/.

If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.