Monica Franzen Email & Phone Number

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Washington, United States

This role is an extension of the People Team (HR) and acts as the spoke that connects teams to central operations. G&O role specializes in people and business planning. Responsible for managing the annual talent management cycle, performance coaching, supporting manager development, change management, business planning, and providing regular counsel on the intersection of people and our business. This role supports and implements Keep People strategies by ensuring teams are… Show more This role is an extension of the People Team (HR) and acts as the spoke that connects teams to central operations. G&O role specializes in people and business planning. Responsible for managing the annual talent management cycle, performance coaching, supporting manager development, change management, business planning, and providing regular counsel on the intersection of people and our business. This role supports and implements Keep People strategies by ensuring teams are engaged in programs and initiatives. Drives people strategy by providing local oversight and support of Seattle wealth management teams. Show less

Seattle, Washington, United States

• Manages client prospect pipeline– fallout, follow-up, communication plan, reporting, research, and analysis• Runs point on Get Clients for all pod members• Creates, plans and executes prospect/client experiences and events to drive growth: event planning, budget, audience development, stewardship• Initial point of contact for all Operations functions – People, Technology, Marketing, Keep Clients, etc.• Review and analysis of budgets based on YTD actual vs. target revenues --… Show more • Manages client prospect pipeline– fallout, follow-up, communication plan, reporting, research, and analysis• Runs point on Get Clients for all pod members• Creates, plans and executes prospect/client experiences and events to drive growth: event planning, budget, audience development, stewardship• Initial point of contact for all Operations functions – People, Technology, Marketing, Keep Clients, etc.• Review and analysis of budgets based on YTD actual vs. target revenues -- marketing, T&E spend, etc.• Works with Talent Attraction team to facilitate the interview process and onboarding for new team members. • Supports Keep People strategy and execution including people management, career conversations, and recognition. Show less

Provide leadership and guidance to new teammates through mentorship and training. Drive standards of client service excellence across teams, while assigned to key firm clients.

Seattle, Wa

Client Service Associates act as the primary point of contact for our wealth management clients. I am also responsible for meeting summaries, managing action items, management of client data, and money movement including capital calls, distributions, journals, trades, and asset transfers. CSA's coordinate client “touch points” to reinforce client retention, and complete ad hoc projects around client support or team support.

Uw Foundation

Special Markets at the University of Washington includes the Student Philanthropy Education Program (SPEP), young alumni, parents, faculty, staff, UW retirees, graduating seniors, and class giving. The Associate Director creates budgets, tactical and strategic plans, and solicitation content germane to these markets, and organizes annual cycles of engagement, solicitation, and stewardship. Working with Annual Giving teammates, schools, colleges, volunteers, campus colleagues, and other members… Show more Special Markets at the University of Washington includes the Student Philanthropy Education Program (SPEP), young alumni, parents, faculty, staff, UW retirees, graduating seniors, and class giving. The Associate Director creates budgets, tactical and strategic plans, and solicitation content germane to these markets, and organizes annual cycles of engagement, solicitation, and stewardship. Working with Annual Giving teammates, schools, colleges, volunteers, campus colleagues, and other members of our integrated advancement team, the AD optimizes relationships through targeted communications and asks.The AD also supervises, delegates and assigns work for the Special Markets team and manages and solicits all volunteer committees housed in Special Markets. Show less

Uw Foundation

The PM is responsible for overseeing the Office of Annual Giving's special market campaigns, specifically student markets. This includes design, implementation, and evaluation of special market fundraising strategies based on complex data segmentation. Responsibilities:- Maintain multiple project timelines while working with volunteers, vendors, and staff.- Prepare and analyze reports for multiple campuses.- Work collaboratively with Development officers in multiple… Show more The PM is responsible for overseeing the Office of Annual Giving's special market campaigns, specifically student markets. This includes design, implementation, and evaluation of special market fundraising strategies based on complex data segmentation. Responsibilities:- Maintain multiple project timelines while working with volunteers, vendors, and staff.- Prepare and analyze reports for multiple campuses.- Work collaboratively with Development officers in multiple constituencies.- Manage the Senior Class Gift committee and the Student Philanthropy Education Program.- Plan and execute large scale events that have strategic goals and are targeted specifically for select markets. Show less

Uw Foundation

The PC is responsible for hiring, training, and managing a team of 10 work-study students. She also edits and produces the weekly “Washington Commons” newsletter distributed to all 600 UA staff. Position responsibilities include designing, organizing, and executing continuing education and recognition events for UA employees while working within tight project timelines. Strong communication and relationship building skills are necessary for coordination with vendors and executive team… Show more The PC is responsible for hiring, training, and managing a team of 10 work-study students. She also edits and produces the weekly “Washington Commons” newsletter distributed to all 600 UA staff. Position responsibilities include designing, organizing, and executing continuing education and recognition events for UA employees while working within tight project timelines. Strong communication and relationship building skills are necessary for coordination with vendors and executive team presenters. The PC also manages the Emergency Preparedness team. Show less

Bellevue, Wa

The HR Coordinator acts as the main HR contact for the VP of Human Resources, salon management teams, 500 employees and students, and 3-4 salons. She also is responsible for preparation and processing of compensation and benefits and HIPAA compliance.

Seattle Area

Responsible for managing 30-40 staff, finding solutions for upset clients, creating productivity reports and discount logs, implementing contests and incentives, and planning and supervising promotional events

Seattle Area

Act as the first and last point of contact for all guests, providing excellent customer service for thousands of guests and hundreds of VIPs while soliciting sales, booking, and upgrading appointments.