Performs informal procurement requests and spot-buys of materials in accordance with Supply Management policies and procedures. Prepares commercial specifications for products to be quoted. Identifies potential source of suppliers and evaluates their capabilities in meeting company requirements. Issues invitations to offer products and services, evaluates quotes, and selects appropriate vendors. If necessary, negotiates transactions within delegation of authority. Monitors the status of purchase orders and /or credit card transactions and expedites as needed. Maintains supplier relationships and facilitates effective communication among customers and stakeholders to ensure the material needs of facilities and projects are met.

Provides product information, status updates and assistance in preparing statements of work (SOW) to stakeholders when needed. Researches invoice payment problems with internal stakeholders and/or suppliers to resolve discrepancies. Supports materials planning activities by assisting in the planning, scheduling and monitoring of inbound materials. Attends project planning meetings and assimilates upcoming material needs. Coordinates with stakeholders, vendors and work crews to ensure efficient movement of materials, facilitating communication among all parties and expediting or making material substitutions when necessary. Assists in outage planning and facilitates after-hours access to materials/parts in the events of emergency, outage or natural disaster. Performs various inventory control functions including expiration dating, disposition of excess, obsolete or scrap inventory.  
Verifies materials specifications and associated part numbers are accurate and up-to-date. Monitors inventory levels and usage patterns and makes stocking adjustments as necessary to maintain timely replenishment. Ensures accuracy of materials and accompanying receiving documents, noting any discrepancies or damage. Helps resolve material problems and returns (e.g. warranties, shipping, engineering specification issues) as required. Properly documents all inventory, logistics and purchasing activities in respective work management systems and software. Tracks and reports performance measures such as fill rates, schedule compliance, inventory status, quality of services, etc.

Teamwork and Influence. You champion and support your teammates’ success and the goals of the company while fostering a culture of diversity and inclusion. Disciplined Practice Management. You focus on relationship management not product and service management. You demonstrate a deep understanding of financial markets and sound business judgement.

You’ll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized products and solutions to your clients.
Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.

You provide a holistic view of clients’ needs and growth coaching beyond products and services. You will embrace digital innovations so you can help clients become more digitally confident and help them reach their goals faster.