Financial Advisor

Description The 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. Responsibilities 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. Support business development, marketing/sales, for owner advisor projects Flexibility to adapt and execute various additional assignments based on evolving needs. Skills and Competencies 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, written report preparation. Experience in marketing and sales communications Ability to work independently as well as in a team environment and the ability to work on multiple projects. Strong personal initiative and accountability to drive projects forward. Experience Typically, a minimum of 2 years of experience in a related field. Prior experience supporting management of small, straightforward projects. Preferred Experience 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. Education A degree in Engineering, Construction Management or Business Management, or related field or equivalent experience is required. DBIA Professional or DBIA Associate preferred Salary Range: 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. About Brown and Caldwell Headquartered in Walnut Creek, Calif., Brown and Caldwell is a full-service environmental engineering and construction firm with 50 offices and 2,100 professionals across North America and the Pacific. For more than 75 years, we have created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company of choice-to our clients, who benefit from our passion for delivering exceptional quality, and to our employees, present and future, who share our commitment to client service, collaboration, and innovation. Join us, and you will find a home where you can do your best work, reach new levels of expertise, and enjoy exceptional development opportunities. For more information, visit This position is subject to a pre-employment background check and a pre-employment drug test. Notice to Third Party Agencies: Brown and Caldwell does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. 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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr