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Associate Planning Manager Jobs in Washington (NOW HIRING)

AstraZeneca GmbH

MLR Planning Manager

Gaithersburg, MD · On-site

$151K - $226K/yr

Lead an MLR Planning Associate team responsible for prioritizing assets, balancing reviewer ... Risk Management and Communication: Use PM platforms to track achievements, surface risks and ...

AstraZeneca

MLR Planning Manager

Gaithersburg, MD · On-site

$151K - $226K/yr

Lead an MLR Planning Associate team responsible for prioritizing assets, balancing reviewer ... Risk Management and Communication: Use PM platforms to track achievements, surface risks and ...

AstraZeneca

MLR Planning Manager

Gaithersburg, MD · On-site

$151K - $226K/yr

Lead an MLR Planning Associate team responsible for prioritizing assets, balancing reviewer ... Risk Management and Communication: Use PM platforms to track achievements, surface risks and ...

Axle

Facilities Planning Manager

Rockville, MD · On-site

A minimum of an Associate's degree in Interior Design or a related discipline and at least six ... planning for the management of space data, real property, and personal property assets of NCI ...

Axle

Facilities Planning Manager

Rockville, MD · On-site

A minimum of an Associate's degree in Interior Design or a related discipline and at least six ... planning for the management of space data, real property, and personal property assets of NCI ...

Axle

Facilities Planning Manager

Rockville, MD · On-site

A minimum of an Associate's degree in Interior Design or a related discipline and at least six ... planning for the management of space data, real property, and personal property assets of NCI ...

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Associate Planning Manager information

What does an associate planning manager do?

An Associate Planning Manager is responsible for supporting the development and execution of business plans, typically in supply chain, marketing, or operations departments. They analyze data, forecast demand, coordinate with stakeholders, and help optimize resources to meet company objectives. Their role often involves project management, reporting, and ensuring that planning processes run smoothly. This position is often a stepping stone to more senior planning or management roles.

What are the key skills and qualifications needed to thrive as an associate planning manager, and why are they important?

To thrive as an Associate Planning Manager, you need strong analytical skills, business acumen, and experience with supply chain or demand planning, often supported by a relevant bachelor's degree. Familiarity with planning software such as SAP, Oracle, or advanced Excel, and sometimes APICS certification, is typically required. Excellent communication, organizational, and problem-solving abilities help you collaborate across departments and adapt to shifting priorities. These competencies are essential for optimizing inventory, meeting business goals, and ensuring efficient, cost-effective operations.

What are some typical challenges faced by an associate planning manager, and how can they be addressed?

Associate Planning Managers often encounter challenges such as balancing competing priorities across multiple projects, adapting to rapidly changing business needs, and ensuring clear communication between cross-functional teams. Effective time management and strong organizational skills are crucial to handle shifting deadlines and workload. Regularly aligning with stakeholders and proactively addressing potential bottlenecks can help maintain project momentum and build trust within the team.

What is the difference between Associate Planning Manager vs Planning Coordinator?

AspectAssociate Planning ManagerPlanning Coordinator
ResponsibilitiesOversees planning processes, manages teams, develops strategiesSupports planning activities, updates schedules, assists in data collection
Required CredentialsBachelor's degree in Planning, Business, or related field; experience in planning rolesBachelor's degree or diploma; entry-level planning experience often preferred
Work EnvironmentOffice setting, often in corporate or project management environmentsOffice setting, supporting project teams and planning departments
Industry UsageCommon in construction, manufacturing, and corporate planning departmentsUsed across various industries for supporting planning functions

The Associate Planning Manager typically holds a more senior role with leadership responsibilities, overseeing planning teams and strategies. In contrast, the Planning Coordinator focuses on supporting planning activities and data management. Both roles require similar educational backgrounds but differ in scope and responsibility.

What cities in Washington are hiring for Associate Planning Manager jobs?

Cities in Washington with the most Associate Planning Manager job openings:

Associate Planning Manager jobs near you
Infographic showing various Associate Planning Manager job openings in Washington as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Wealth Management Associate - Planning

Mclean, VA • On-site

Cassaday & Company
Finance and Insurance • 51 - 200 employees
Learn more about Cassaday & Companyexternal

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Job description

POSITION SUMMARY
The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently.
You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff.
RESPONSIBILITIES
The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:
  • Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.

  • Schedule and coordinate client and prospect meetings as requested.

  • Confirm all client and prospect appointments for financial advisors.

  • Prepare meeting agendas for existing client review meetings.

  • Prepare and print all materials needed in client review meetings.

  • Maintain client account records by ensuring all documents are scanned and filed.

  • Answer incoming phone calls for the firm as needed.

  • Assist financial advisors with calendar maintenance.

  • Assist financial advisors manage email traffic as requested.

  • Provide cross-coverage assistance within the Financial Planning department.

  • Assist the Director of Financial Planning with projects and tasks as requested.

REQUIREMENTS
  • Bachelor's Degree in Finance, and/or 2 successful internships in the wealth management industry

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.

  • Ability to work with all levels of management and anticipate support requirements

  • Proficiency with Word, Excel, and Outlook.

  • Excellent verbal and written communication skills.

  • Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.
Compensation: The anticipated salary range for this position is $65,000-$70,000 annually, commensurate with experience.
ABOUT US
Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
BENEFITS
  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events

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