Core Competencies
Our success begins and ends with our associates. Their knowledge, experience, judgment, and day-to-day attention to detail directly impacts our clients, our performance, and our reputation.Core Competencies
Our success begins and ends with our associates. Their knowledge, experience, judgment, and day-to-day attention to detail directly impacts our clients, our performance, and our reputation.Business Savvy
- Industry knowledge
- Job knowledge
- Process knowledge
- Quality management
- Safety & regulatory expertise
- Financial management
- Asset management
- People management


Action Orientation
- Executes plans
- Manages projects & deadlines
- Seeks continual improvement
- Negotiates best practices, best price
- Adapts to situations
Masterful Thinking
- Thinks & plans strategically
- Uses creative & analytical thinking styles
- Solves problems
- Considers consequences & manages risk


Client Focus
- Values client relationship
- Recognizes & responds to client needs
- Welcomes new clients
- Evaluates sales opportunities carefully
- Respects processes & systems
- Delivers financial value to client
Associate Focus
- Promotes teamwork
- Respects & develops diverse talent
- Recognizes & rewards performance
- Manages conflict
- Communicates with integrity
- Ensures talent development


Personal Accountability
- Behaves ethically
- Commits to mission, vision, & values
- Follows policy, procedures, & instructions
- Manages resources & time
- Owns decisions
- Willing to learn & grow
Business Savvy

- Industry knowledge
- Job knowledge
- Process knowledge
- Quality management
- Safety & regulatory expertise
- Financial management
- Asset management
- People management
Action Orientation

- Executes plans
- Manages projects & deadlines
- Seeks continual improvement
- Negotiates best practices, best price
- Adapts to situations
Masterful Thinking

- Thinks & plans strategically
- Uses creative & analytical thinking styles
- Solves problems
- Considers consequences & manages risk
Client Focus

- Values client relationship
- Recognizes & responds to client needs
- Welcomes new clients
- Evaluates sales opportunities carefully
- Respects processes & systems
- Delivers financial value to client
Associate Focus

- Promotes teamwork
- Respects & develops diverse talent
- Recognizes & rewards performance
- Manages conflict
- Communicates with integrity
- Ensures talent development
Personal Accountability

- Behaves ethically
- Commits to mission, vision, & values
- Follows policy, procedures, & instructions
- Manages resources & time
- Owns decisions
- Willing to learn & grow
Business Savvy
- Industry knowledge
- Job knowledge
- Process knowledge
- Quality management
- Safety & regulatory expertise
- Financial management
- Asset management
- People management


Action Orientation
- Executes plans
- Manages projects & deadlines
- Seeks continual improvement
- Negotiates best practices, best price
- Adapts to situations
Masterful Thinking
- Thinks & plans strategically
- Uses creative & analytical thinking styles
- Solves problems
- Considers consequences & manages risk


Client Focus
- Values client relationship
- Recognizes & responds to client needs
- Welcomes new clients
- Evaluates sales opportunities carefully
- Respects processes & systems
- Delivers financial value to client
Associate Focus
- Promotes teamwork
- Respects & develops diverse talent
- Recognizes & rewards performance
- Manages conflict
- Communicates with integrity
- Ensures talent development


Personal Accountability
- Behaves ethically
- Commits to mission, vision, & values
- Follows policy, procedures, & instructions
- Manages resources & time
- Owns decisions
- Willing to learn & grow
