• support the development of product and customer base in the US • handle complex customer queries • improve processes and identify customer contact trends • work closely with marketing and product teams • deliver outstanding customer service across live chat and email • involvement in escalations, regulatory adherence, and cross-team collaboration • ensure seamless customer experience

• Develop, maintain, and continuously improve a robust 3+ year regional demand forecast for OFS, Parts, and Repairs. • Integrate inputs from OTR, ITO, fleet issue leadership, frontline teams, and historical data to create a reliable and actionable demand signal for fulfillment organizations. • Act as the regional voice in strategic planning, ensuring commercial pipeline insights and market dynamics are reflected in operational plans. • Own and evolve the regional S&OP framework including calendars, standard work, and governance routines, ensuring consistency, transparency, and adherence across sub‑regions. • Lead and coordinate the DMR cycle and support the S&OP one (Demand Review, Supply Review, IRR, MBR). • Partner with ITR Operations to sequence outages and demand in line with capacity constraints, utilization, and financial impact. • Influence senior leaders to enable fact‑based decisions on outage prioritization and resource allocation. • Define, track, and report key S&OP KPIs (e.g., forecast accuracy, scenario readiness, capacity utilization). • Build dashboards, analytics, and visual management tools to proactively identify risks, opportunities, and performance trends to help defining the regional business strategy. • Drive continuous improvement initiatives that enable the OTR team to deliver more effectively while improving predictability, execution discipline, and customer experience. • Translate frontline feedback and performance gaps into structured CI projects delivering measurable SQDC improvements. • Ensure CI initiatives are fully embedded, sustained, and audited, with clear ownership and benefits realization. • Foster a culture of accountability, standard work, and continuous learning across OTR and partner organizations.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Focus Partners Wealth is seeking an Advanced Planning Specialist to join our team! The Advanced Planning Specialist plays a key operational role within the Planning Department, working alongside financial planning experts to support internal initiatives and advisor-facing projects across the RIA and Advisor Solutions businesses. This role is ideal for an operations and growth-oriented professional who thrives in a collaborative environment and excels at managing systems, processes, workflows, projects, and resources. The successful candidate will work independently to identify workflow and operational efficiencies, lead and support projects, and help the team operate effectively in a virtual environment. They should be passionate about learning, continuous improvement, and approaching challenges with curiosity and problem-solving energy. This position also offers opportunities to deepen knowledge in advanced financial planning concepts and contribute to a positive, best in class thought leadership culture alongside leading industry professionals. Qualifications - Bachelor’s degree required; focus in operations or project management preferred. Financial education or designations are a plus. - 5+ years of experience managing software systems, project workflows, and operational support functions with a track record of creating efficiencies. - Strong experience in the Microsoft 365 ecosystem and ability to quickly learn new software and virtual communication systems. - Demonstrated ability to support teams and manage project workflows effectively. - Proven ability to proactively and independently identify and implement process improvements. - Strong interpersonal and communication skills. - Collaborative and service oriented mindset, especially within a virtual team environment. - Familiarity with financial services, financial products, and financial planning concepts is beneficial. - Excellent analytical skills and attention to detail. - Ability to learn, manage, and maintain workflow, communication, and knowledge sharing software. - High degree of organizational skill, both personally and in supporting team operations. Requirements - Manage and maintain departmental knowledge bases, ticketing platforms, project management tools, and organizational systems, continuously identifying efficiency improvements. - Oversee the content calendar and associated workflow and distribution. - Partner with third party vendors as needed to support system management. - Oversee the organization, distribution, formatting, and maintenance of content generated by the Advanced Planning team. - Respond to and triage technical support tickets. - Collaborate with internal partners—including Marketing, Compliance, IT, and client facing planning teams—to support shared initiatives and workflows. - Provide operational support to Advanced Planning team members. - Oversee and delegate routine and annual content refresh cycles. - Manage communications, logistics, and workflows for presentations and webinars. - Support and/or lead additional projects, initiatives, and communications as needed. - Attend firm conferences and regional meetings as required. Benefits - The annualized base pay range for this role is expected to be between $80,000-$90,000 base salary compensation range. - Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. - The base pay is just one component of the total compensation package. - Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Be part of a team that unleashes the power of leading-edge technologies to help improve the health and well-being of those most vulnerable in our country and communities. Working at Gainwell carries its rewards. You’ll have an incredible opportunity to grow your career in a company that values work flexibility, learning, and career development. You’ll add to your technical credentials and certifications while enjoying a generous, flexible vacation policy and educational assistance. We also have comprehensive leadership and technical development academies to help build your skills and capabilities. Your role in our mission Project Management: • Assist in the definition of project scope and objectives, involving all relevant internal stakeholders and ensuring technical feasibility • Predict resources needed to reach objectives, ensure resource availability and allocation, and manage resources in an effective and efficient manner • Develop and manage a detailed project schedule and work plan • Provide project updates on a consistent basis to various stakeholders about strategy, adjustments, and progress • Utilize industry best practices, techniques, and standards throughout entire project execution • Monitor progress and make adjustments as needed • Measure project performance to identify areas for improvement • Ensure that all projects are delivered on-time, within scope, and within budget • Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques • Report and escalate to management as needed • Identify possible project risks; recommend and implement risk mitigation solutions as approved and as appropriate Operational Excellence: • Identify and execute against performance improvement opportunities across the enterprise using contemporary process improvement tools • Demonstrates experience in applying contemporary improvement techniques and producing results • Assesses current business performance against enterprise’s business strategy • Works with multiple teams of business practitioners to synthesize findings, develop improvement recommendations, and lead execution of initiatives • Collaborates with customers and suppliers on improvement projects • Leads kaizen and process improvement projects • Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects • Participates in the development of policies and procedures to achieve specific goals • Recommends new practices, processes, metrics, or models; ability to recommend alternative solutions and translate complex concepts into simplified and understandable examples • Independently determines method for completion of new projects • May act as a mentor to less experienced colleagues What we're looking for Basic Qualifications: • Bachelor's degree or equivalent combination of education and experience, preferably in a healthcare and/or technical discipline • Lean Six Sigma Black Belt Certification required • 5+ years of experience in process improvement with proven ability to lead change through both direct and indirect influencing abilities • Fluency in Microsoft Office (Excel, Outlook, PowerPoint, Visio Word) • Data driven with strong analytical skills • Action and results oriented, with excellent verbal, written, and presentation skills • Understanding of Minitab, or other statistical software tools Preferred Qualifications: • Experience working within a service, transactional, or technology company, preferably in healthcare • Post-secondary education and/or training related to the above essential functions • Other certifications in lean six sigma, project management, and/or quality • Understanding of Power BI or Tableau, or other business intelligence visualization tools • Understanding of Minitab, or other statistical software tool What you should expect in this role - Remote position (US only) - Opportunities to travel through your work (0-20%) - Video cameras must be used during all interviews, as well as during the initial week of orientation - The deadline to submit applications for this posting is 3/30/2026 The pay range for this position is $86,800.00 - $124,000.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors. Put your passion to work at Gainwell. You’ll have the opportunity to grow your career in a company that values work flexibility, learning, and career development. All salaried, full-time candidates are eligible for our generous, flexible vacation policy, a 401(k) employer match, comprehensive health benefits, and educational assistance. We also have a variety of leadership and technical development academies to help build your skills and capabilities. We believe nothing is impossible when you bring together people who care deeply about making healthcare work better for everyone. Build your career with Gainwell, an industry leader. You’ll be joining a company where collaboration, innovation, and inclusion fuel our growth. Learn more about Gainwell at our company website and visit our Careers site for all available job role openings. Gainwell Technologies is an Equal Opportunity Employer, where all qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), age, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Gainwell Technologies defines “wages” and “wage rates” to include “all forms of pay, including, but not limited to, salary, overtime pay, bonuses, stock, stock options, profit sharing and bonus plans, life insurance, vacation and holiday pay, cleaning or gasoline allowances, hotel accommodations, reimbursement for travel expenses, and benefits.