Remote Financial Advisor; CFA or CFP

Job Category: IPD & Construction Services

Requisition Number: JUNIO
006852

Full-Time Remote Seattle, WA 98101, USA (and additional locations)

Associate Owners Advisor role will support Senior Owner's Advisors in the successful planning, procurement development and strategy, procurement and project execution, and compliance of collaborative delivery projects by acting as a liaison between the project owner and various stakeholders. This role is internally focused with some client contact and will support Owner Advisor projects alignment with the owners' visions, goals, and objectives while adhering to budget, schedule, and quality standards.

At Senior Owner's Advisor direction, this role will help Owner's selection of project delivery methods, plan and support market sounding and industry outreach, develop Requests for Qualifications and Proposals, identify risk and recommend mitigation strategies, help coordinate project managers and subject matter specialists for specification and scope contributions, review responses, review pricing proposals, and review design and construction work products for contractual compliance, through start-up and commissioning.

• Collaborate effectively with internal departments and external stakeholders to implement collaborative delivery projects and achieve project and portfolio goals.
• Develop and customize RFQ and RFP documents for procurement activities using various collaborative delivery methods, including supporting technical requirements and scopes of work.
• Assist with scheduling, preparation, and facilitation of client meetings and workshops.
• Support owners/clients in reviewing SOQs and Proposals, including performing conformance reviews and completing reference checks on behalf of the owner.
• Assist with negotiation and oversight of collaborative delivery contracts during design and construction phases.
• Support strategic implementation plans for new projects and programs.
• Contribute to risk assessment and mitigation strategies.
• Uphold a client-focused approach to handle small projects with limited supervision.
• Support project planning and scheduling, ensuring timely and efficient delivery.
• Flexibility to adapt and execute various additional assignments based on evolving needs.

• Foundational understanding of project/program management techniques.
• Excellent collaboration skills to work effectively with multiple stakeholders.
• Desire to understand and learn contract management and negotiations.
• Basic knowledge of collaborative delivery methods and best practices (particularly DBIA and WCDA).
• Ability to develop strategic implementation plans and manage procurement documents.
• Strong written and verbal communication skills with demonstrated ability to conduct effective presentations and written report preparation.
• Experience in marketing and sales communications.
• Ability to work independently as well as in a team environment and to work on multiple projects.
• Strong personal initiative and accountability to drive projects forward.

• Typically, a minimum of 2 years of experience in a related field.
• Prior experience supporting management of small, straightforward projects.

• Prior experience in and understanding of collaborative project procurement or delivery Design-Build, Construction Manager at Risk (CMAR), Construction Management/General Contractor (CM/GC or GC/CM) preferred.
• Experience in sales, marketing, or business development, including supporting proposals and Statements of Qualifications (SOQs) for OA project pursuits.

• A degree in Engineering, Construction Management or Business Management, or related field or equivalent experience is required.
• DBIA Professional or DBIA Associate preferred.

The anticipated starting pay range for this position is based on the employee's primary work location and may be more or less depending upon skills, experience, and education. These ranges may be modified in the future.

Location A: $71,000 - $96,000

Location B: $78,000 - $106,000

Location C: $85,000 - $115,000

You can view which BC location applies to you here. If you have any questions, please speak with your Recruiter.

This position is subject to a pre-employment background check and a pre-employment drug test.

Brown and Caldwell is proud to be an EEO/AAP Employer. Minorities/Women/Disabled and Protected Veterans are encouraged to apply. Brown and Caldwell ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964.