Financial Planning and Analysis

• Delivers quality candidate leads across various channels in applicable markets
• Utilizes approved recruiting sources, methods, and processes to attract, identify, and deliver candidates for identified opportunities as necessary to achieve targets and as directed
• Screens active and passive candidates who align with targeted profiles in the financial services industry
• Works proactively to fill the recruiting pipeline funnel by conducting target searches, locating leads, capturing and updating systems with complete and accurate information
• Monitors and acts on inbound activity in a timely manner
• Ensures that the opportunities are being presented accurately, professionally, with integrity, and with the perspectives of the candidate and company in mind
• Utilizes approved materials, technology, and vendors
• Maintains expected compliance relating to legal regulations within the company strategy
• Utilizes tracking systems to monitor and record sourcing activities
• Maintains up-to-date records of activity, interactions, and candidate statuses using approved systems and methods
• Utilizes reporting to track and evaluate results
• Participates in ongoing development to identify new techniques to source for candidates across a variety of channels and platforms
• Maintains up-to-date skills and knowledge for positioning the value proposition, overcoming objectives, identifying candidate eligibility, and other aspects of sourcing for desirable candidates
• Provides relevant intel and feedback on programs, vendors, systems, competitors, and markets
• Collaborates closely with peers and people leader to identify and share best practices and opportunities related to sourcing and the candidate experience
• Provides feedback including suggestions for new resources, vendors, and capabilities, along with the effectiveness of any existing
• Partners with leadership to continuously research and test new techniques to improve efficiency and effectiveness
• Builds and maintains strong partnerships with colleagues.

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