OpportunityBrunswick Group is placing increased importance on data analytics and enhancing infrastructure to support our approach to value. This is an opportunity to join the firm's Group Pipeline Management (GPM) team, which is focused on ensuring consistent, timely and accurate data capture throughout the client onboarding process. This role will link directly with Client Advisory and other Core Services teams to facilitate knowledge sharing and cohesion. This role will report into the Group Value & Pricing Manager.
Our work with/in Group Pipeline Management
The Group Pipeline Management Team, a team within the Value & Pricing Team, is responsible for capturing and interrogating data across all elements of the client onboarding process. The team currently comprises four regional coordinators reporting to a Group team lead.
Key Responsibilities
Jr. Group Pipeline Management Coordinators will be a global support for Regional Group Pipeline Management Coordinators and responsibilities include, but are not limited to:
Supporting Regional GPM Coordinators with:
Executing data capture across all Regional Clearance and Fee Committee Submissions
Setting up new mandates, new business opportunity codes and codes for Pro Bono work
Creating & updating Client records including Roles, Band, Sector and confidentiality
Coverage for planned and unplanned periods of absence
Executing a review of accuracy and completeness of individual records to ensure overall accuracy of Group Pipeline including:
Working to confirm potential opportunities that are about to lapse in our Group Pipeline
Clean Up exercises to validate the completeness of data entry
Ensuring a closed loop from Clearance through to Outcome captures complete pursuit lifecycle accurately
Working alongside Regional GPM Coordinators to:
Work with client teams where clarifications needed / gaps exist in Clearance or Fee Committee Submissions
Work with Regional Fee Committees to ensure accuracy of fee notes and potential value details
Support client teams in ensuring Mandate records accurately set up and adjusted as situations change
Link with Finance, Dynamics, BI and assistant teams around pipeline and mandate detail
Foundational knowledge and guidance to client teams and core services around effective setup of all elements of the Group Pipeline and mandates, including roles, Sector, Practice Group & Issues taxonomies, mandates structures
Knowledge, Skills, and Competencies
Strong communication skills, both verbal and written
Strong organizational and analytical skills
Excellent attention to detail and commitment to data integrity and process
Ability to work well independently and as a team player
Ability to manage a variety of stakeholders
Ability to embed themselves within the business, to understand the firm's strategy, direction, and approach
Intermediate to Advanced software skills (Microsoft Word, Excel, PowerPoint)
Ability to learn and utilize new technologies
Flexible in a fast-paced team environment with an appetite for challenge
Ability to adapt to new ideas and the changing needs of the business with creative problem-solving skills
Strong work ethic and client-service attitude
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