Planner

• Deliver financial planning experiences to Key Private Bank high net worth clients and prospects
• Work closely with Relationship Managers to acquire and deepen relationships by increasing planning engagement
• Support prospect and Centers of Influence engagements
• Support Essential Planning opportunities and lead Advanced Planning conversations
• Advise on risk management, estate and wealth transfer planning, portfolio management, executive compensation, and business succession planning
• Participate in prospect, client, and COI meetings as a financial planning expert
• Collaborate with Relationship Managers to advise clients on age milestones, life events, and children/wealth planning opportunities
• Partner with Fiduciary, Insurance, and Investment teammates to deliver planning services
• Provide in-market financial planning support and coaching to Relationship Managers
• Develop Relationship Manager skills focused on Essential Planning priorities
• Support internal and external planning content development projects
• Contribute planning thought leadership to Key Wealth Institute
• Comply with KeyBank policies and procedures and act in clients' and Key's best interests

Wealth Planner

• Educate and support workplace retirement plan participants
• Increase awareness of retirement readiness and help individuals take meaningful steps toward long-term financial goals
• Guide participants through employer-sponsored retirement plans
• Educate participants on plan benefits, employer matching contributions, and investment strategies
• Help participants make informed decisions about retirement savings
• Conduct needs-based conversations to identify participant goals
• Uncover opportunities for retirement asset consolidation
• Identify appropriate solutions supporting overall retirement objectives
• Provide personalized guidance and collaborate with TEMPA team members on complex planning needs
• Enhance participant outcomes, build customer loyalty, and strengthen long-term Fidelity relationships
• Provide education and financial planning and advice for 403b and 457 plan participants

Retirement Planner

• Maximize equipment reliability and plant performance through maintenance planning and scheduling
• Manage the SAP maintenance system from equipment establishment through cost reporting
• Manage the preventative maintenance system and Planning and Scheduling KSR, including editing and creating PMs
• Gather information to plan maintenance tasks and coordinate equipment downtime with production
• Prioritize and escalate critical work as needed
• Incorporate predictive maintenance routines into the Planning and Scheduling KSR and AMM system
• Coordinate outside contractor support for facility maintenance
• Publish the weekly maintenance schedule
• Perform master data entry and FLOC creation within AMM
• Monitor work order completion, backlog, and schedule compliance
• Drive assigned continuous improvement projects with operations and engineering
• Coordinate with Production, Technical Stores, and Maintenance teams
• Provide guidance to Electro-Mechanical Technicians and proactively identify and escalate operational issues

Maintenance Planner

• Own the Material Requirements Planning (MRP) process for assigned product lines and commodities
• Convert demand forecasts and production schedules into purchase requirements and supply plans
• Ensure material availability aligns with manufacturing requirements while maintaining targeted inventory levels and cash utilization goals
• Analyze part-number-level supply and demand, identifying shortages, excess inventory, allocation risks, and capacity constraints
• Develop and execute mitigation plans to prevent line-down situations and customer delivery impacts
• Manage supplier commitments and delivery schedules for long-lead and constrained components
• Lead supplier communications regarding demand changes, forecast commitments, expedites, recovery plans, and capacity planning
• Monitor inventory health, inventory turns, safety stock, excess and obsolete inventory exposure, and inventory accuracy
• Drive inventory optimization initiatives to improve service levels and reduce working capital requirements
• Partner with Procurement, Manufacturing, Engineering, Quality, and Program Management on material readiness across production and NPI activities
• Collaborate with Engineering on BOM changes, product revisions, and engineering change orders
• Support manufacturing scheduling and production sequencing based on material availability and supply constraints
• Coordinate resolution of non-conforming, quarantined, or obsolete inventory
• Maintain ERP planning master data, including lead times, lot sizes, reorder parameters, safety stock settings, and sourcing rules
• Support S&OP with supply assessments, scenario modeling, inventory projections, and risk analysis
• Develop reporting and dashboards to monitor planning performance and material readiness
• Identify improvements to planning processes, ERP utilization, supplier performance, and supply chain resiliency

Senior Materials Planner

• Lead the development of strategies for materials planning and SIOP
• Develop standardized materials planning and SIOP processes to optimize business resources and meet delivery expectations
• Develop indicators for visibility into short- and long-term market trends and demand
• Analyze demand streams and establish data relationship linkages
• Collaborate with product development, sales, and marketing leaders to develop demand forecasts
• Plan capacity and fulfillment demand with plant manufacturing operations
• Facilitate monthly production volume planning using business forecasts, inventory position, customer orders, and capacity parameters
• Develop new technologies to improve materials planning and SIOP capability, sustainability, and reliability
• Track metrics to drive results and continuous improvement
• Develop processes and plans to improve supply capabilities
• Establish metrics to measure progress through SIOP process improvements

Planner jobs in Florida

Wealth Planner

Retirement Planner

Maintenance Planner

Senior Materials Planner

Senior Material Planner – Aftermarket