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Sub-Family
Family Code Family Title Family Description Sub-Family Title
Code
Corporate Finance
FIN Finance 03 (Financial
Planning/Analysis)
Management
FIN Finance 05
Accounting
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FIN Finance 06 Accounting
Accounts
FIN Finance 09
Payable/Receivable
Compensation &
HRM Human Resources 04
Benefits
Human Resources
HRM Human Resources 05
Operations
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HRM Human Resources 06 Payroll
Employee/Labor
HRM Human Resources 07
Relations & Diversity
Talent Management
HRM Human Resources 09 & Organization
Development
Training &
HRM Human Resources 10 Development
(Internal)
Employee
Communications &
CCA 03 Communications &
Corporate Affairs
Collaboration
Communications &
CCA 04 Corporate Affairs
Corporate Affairs
Communications &
CCA 05 Investor Relations
Corporate Affairs
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This job family ensures the organization
complies with the legal and regulatory
requirements of the country (-ies) in which it Corporate
Legal, Compliance & operates. Activities include providing legal
LCA 01 Compliance & Legal
Audit counsel/support in areas related to the business, Leadership
including corporate law, real estate, tax,
business litigation, transactions/antitrust,
compliance, intellectual property,
employment/labor, corporate governance,
ethics, etc. Regulatory activities ensure the
Legal, Compliance & organization's products and business activities Legal & Compliance
LCA are conducted ethically and in compliance with 02
Audit Management
relevant regulations, laws and standards. Audit
activities include the examination, verification,
evaluation, and reporting on financial,
operational, and managerial processes, systems
and outcomes to ensure financial and
operational integrity and compliance.
Legal, Compliance &
LCA 03 Legal
Audit
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Facilities/Grounds,
Administration, Facilities
AFS 04 Custodial, Cleaning
& Secretarial
& Laundry
Administration, Facilities
AFS 07 Library Services
& Secretarial
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Sales, Marketing & Product Marketing &
SMP 04
Product Management Management
Advertising &
Sales, Marketing &
SMP 05 Marketing
Product Management
Communications
Remote/Telesales &
Sales, Marketing &
SMP 08 Account
Product Management
Management
Sales
Sales, Marketing &
SMP 11 Operations/Administr
Product Management
ation
Franchise/Dealer
Sales, Marketing & Channel
SMP 12
Product Management Development &
Support
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This job family is responsible for maintaining
sound relations with the organization's
customers by providing services before, during, Customer Service &
Customer Service &
and after a transaction, as well as operations of 01 Contact Center
CSV Contact Center
the contact center. Activities include managing Operations
Operations
and maintaining customer information Leadership
databases; providing product and service
information; processing customer transactions;
customer relationship management; resolving
customer inquiries by working with other
Customer Service & organizational units; and contact center
CSV Contact Center operations and training. 02 Customer Service
Operations
Customer
Customer Service & Relationship
CSV Contact Center 03 Management, Issue
Operations Resolution &
Account Activation
Manufacturing/Produ
QLT Quality Management 03
ct Quality
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management. Freight forwarding services and
maritime operations roles are included in this job
family.
Warehousing,
SCN Supply Chain 05 Distribution &
Transportation
Import/Export &
SCN Supply Chain 06
Customs Operations
Freight Forwarding
SCN Supply Chain 07
Services
Engineering
ENS Engineering & Science 04 Technologists/Techni
cal Professionals
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Engineering
ENS Engineering & Science 05
Technicians
Engineering Design
ENS Engineering & Science 06
Services
Science Technical
ENS Engineering & Science 08
Research
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Production & Skilled Heavy Equipment &
PSK 06
Trades Construction Trades
Agricultural/Farming
Production & Skilled
PSK 07 Production
Trades
Operations
IT Business Systems
ITC IT, Telecom & Internet 04
Analysts
IT Systems
ITC IT, Telecom & Internet 05 Configuration &
Programming
IT Applications
ITC IT, Telecom & Internet 06
Development
IT Infrastructure &
ITC IT, Telecom & Internet 08 Systems
Administration
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Information Systems
ITC IT, Telecom & Internet 09 Administration &
Reporting
Software Product
ITC IT, Telecom & Internet 13
Engineering
Game Development
ITC IT, Telecom & Internet 14
& Testing
Telecommunications
Network Planning,
ITC IT, Telecom & Internet 15
Operations & Site
Acquisition
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Data Back-End
DAW Analytics/Warehousing, 04 Transaction/Data
& Business Intelligence Processing
Consumer &
Consumer & Commercial
CCB 06 Commercial Banking
Banking
Operations
Capital Capital
CMB Markets/Investment 02 Markets/Investment
Banking Banking Services
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Capital
Corporate Financing
CMB Markets/Investment 03
Advisory Services
Banking
Capital
Brokerage Sales &
CMB Markets/Investment 04
Services
Banking
Capital
CMB Markets/Investment 05 Treasury Services
Banking
Capital
Investment Banking
CMB Markets/Investment 06
Operations
Banking
Investment
Asset/Investment
AMT 03 Management
Management
Strategy & Analysis
Asset/Investment Portfolio/Fund
AMT 04
Management Management
Asset/Investment
AMT 05 Trust & Estates
Management
Asset/Investment
AMT 06 Family Office
Management
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This job family is responsible for buying/selling,
researching, and transaction operations for
financial instruments such as stocks, bonds,
TRD Trading & Dealing currencies, commodities or derivatives. Activities 01 Traders
include monitoring market movements and
trading environment; analyzing economic,
industry, and company data; developing
quantitative research models and tools; and
executing financial trade transactions and
managing post-trade processing.
Investment
TRD Trading & Dealing 02
Research
Medical
INS Insurance 04
Management
Agency/Field
INS Insurance 06
Services
Insurance
INS Insurance 07
Operations
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Provider Network
INS Insurance 08
Management
Retail Store
RET Retail 02 Operations (Non-
Sales)
Product
RET Retail 03 Service/Repair
Operations
Banqueting/Confere
Hospitality (Food Service
HPY 02 ncing/Catering
& Lodging)
Operations
Non-Restaurant
Hospitality (Food Service
HPY 03 Food Service
& Lodging)
Provider Operations
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Hospitality (Food Service Food Planning &
HPY 05
& Lodging) Development
Web/New Media
CRT Creative & Design 03 Creative & User
Interface Design
Advertising Creative,
CRT Creative & Design 04
Design & Production
Film/Show/Program
CRT Creative & Design 06 Design, Editing &
Production
Modelling &
CRT Creative & Design 07
Personal Styling
Retail Visual
CRT Creative & Design 08
Merchandising
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Architecture &
CRT Creative & Design 09 Interior/Landscape
Design
Media Publication
MDA Media 02
Operations
Media Broadcast
MDA Media 03
Operations
Real Estate
Real Estate
Management, Property
REA 03 Acquisition, Planning
Development &
& Development
Investment
Real Estate
Real Estate Asset &
Management, Property
REA 04 Investment
Development &
Management
Investment
Real Estate
Management, Property Real Estate Land
REA 05
Development & Management
Investment
University Research
EDU Education 05
Operations
Healthcare/Pharmacy
HLT 03 Physician Services
Services
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Healthcare/Pharmacy
HLT 04 Nursing Services
Services
Healthcare/Pharmacy
HLT 05 Pharmacy Services
Services
Healthcare/Pharmacy
HLT 06 Vision Services
Services
Behavioral
Healthcare/Pharmacy
HLT 07 Health/Social
Services
Services
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Sub-Family Description
Positions in this sub-family are responsible for achieving the organization's operational and financial goals. They control, direct and participate in
organization through a hierarchy of managers and supervisors. Activities include long-term strategic planning; determine the policies of the orga
resources and make decisions regarding organization growth and diversification to accomplish the organization's vision.
Positions in this sub-family are responsible for identifying internal and external strategic issues and opportunities that could affect growth and pr
organization. Activities include: •Identifying growth opportunities, business model innovation, and facilitating cross-business unit initiatives •Evalu
modeling of potential merger, acquisition, divestment, partnership, and joint venture opportunities •Monitoring medium to long-term business tre
competitive intelligence to contribute to strategic business planning discussions with leadership •Identifying and developing optimal revenue mo
channels, pricing, and new product development strategies •Identifying and negotiating strategic partnerships including financial arrangements,
intellectual property rights •Prioritizing and tracking investments across new product development initiatives
Positions in this sub-family are responsible for identifying, assessing, and reducing/mitigating risks to the organization. Activities include: •Chara
and assessing vulnerability of critical assets to specific risks •Risk analysis and modelling to assess probability of specific risks occurring and ev
impact/consequences of occurrence •Developing process and procedures to report on, manage and mitigate risks to acceptable levels •Internal
reporting, including regulatory reporting
Positions in this sub-family are responsible for the leadership of multiple areas of the finance function, including financial planning & analysis, fin
tax, treasury, accounts payable/receivable, and credit & collections. Leads analysis, planning, and control of the organization’s financial transact
procedures to comply with regulations, accounting principles, and other internal/external financial standards.
Positions in this sub-family are responsible for managing or performing work across multiple areas of finance, including financial planning & ana
accounting, tax, treasury, accounts payable/receivable, and credit & collections. Activities include financial transaction/data entry, financial data v
records maintenance, and compiling/maintaining ad-hoc financial information.
Positions in this sub-family are responsible for managing or performing work in some/all of the following areas: •Analysis of internal financial info
accounts, financial statements, working capital, costs, prices, expenses, revenues, rates of return, etc.) •Financial evaluation and modelling of p
opportunities, impacts of financial transactions and corporate development activities •Analysis of external economic conditions and their impact
(e.g., inflation, interest rates, exchange rates, etc.) •Mergers & Acquisition transaction execution (e.g., strategy, due diligence, negotiation, defini
integration)
Positions in this sub-family are responsible for managing and maintaining the organization's accounting, budgeting, and financial reporting proce
preparing budgets and financial reports; conducting financial analyses; and making recommendations to senior management. Includes general
and also specialized positions within the context of a manufacturing plant, retail organization (with inventory control), and the real estate industry
Positions in this sub-family are responsible for analyzing financial information and producing management reports for internal and external repor
purposes. Information analyzed includes inventory, costs, revenue, expenditure, cash flow, profitability, operating performance, and budgets.
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Positions in this sub-family are responsible for managing or performing work in general financial accounting activities of the organization, includi
recording standards •Control/reconciliation of accounts and records •Cost accounting/budgeting •Accounting reports/schedules for internal audie
reporting) and for external audiences (compliance reporting) •May include administrative/transactional accounting support work, such as ledger
entry
Positions in this sub-family are responsible for the organization's taxation affairs and for optimizing the organization's taxation situation. Manage
some/all of the following areas: •Calculation of tax liabilities, tax form preparation, and external filing/reporting •Research, analysis, and interpret
compliance, planning, and optimization •Tax-specific transaction recording and record maintenance •Consultation with external consultants and
Positions in this sub-family are responsible for cash administration activities to minimize the organization's exposure to credit, interest, and forei
Manages or performs work in some/all of the following areas: •Cash flow monitoring and reporting •Hedging for interest rate, currency and comm
counter-party risk, etc. •Corporate finance structure and funding (e.g., funding sources and instruments, capital structure, dividend program, inve
management, etc.) •Stakeholder relations related to external funding
Positions in this sub-family are responsible for the organization's creditor and debtor accounts. Manages or performs work in some/all of the foll
Payable invoice verification, payment authorization and processing •Reconciliation of accounts payable ledgers to identify improper charges, va
ensure accurate and timely payment of amounts due •Accounts Receivable invoice generation and verification of customer credit approval •Acc
processing and application to customer balances •Receivable age analysis and reporting
Positions in this sub-family are responsible for the organization's credit policy including the assessment of credit applications and outstanding cr
work in some/all of the following areas: •Researching credit history •Applying acceptable credit lines and payment terms to new customer and/o
•Collection and maintenance of customer accounts •Follow-up correspondence, resolution and escalation of overdue accounts
Positions in this sub-family are responsible for leading teams and processes associated with the management of the organization's human reso
developing human resource management strategies and policies to meet business needs; planning, administering and reviewing activities conc
training and development, compensation and benefits, mobility, talent acquisition, diversity, talent management & organization development and
In some organizations, accountabilities may include payroll.
Positions in this sub-family are responsible for managing or performing work across multiple Human Resources sub-families including: •Genera
development, administration, and compliance •General business support •Employee hiring, onboarding, termination, and records maintenance •
relations and communications •Rewards program coordination and/or administration •Relocation services (domestic and international) •Immigra
training In some organizations, may also be accountable for HR Business Partnership (consulting and coaching), Mobility (strategy and design),
Talent & Organization Performance, Training & Development, and Human Resource Information Systems (HRIS).
Positions in this sub-family are responsible for addressing the challenges of placing employees around the world, including compensation, hous
income tax considerations. Activities include: •Developing talent mobility strategies, policies, programs, and guidelines •Selecting and preparing
international assignments •Coordinating work visas, permits, and other immigration applications with legal, immigration, and applicants •Managi
of employees, their families, and their possessions •Designing and administering expatriate policies and reward packages, including working clo
home and host location
Positions in this sub-family are responsible for compensation and benefits programs that align rewards with organization goals. Activities include
merit and other salary increases •Managing job evaluation systems •Analyzing market data to assess the organization's competitive position •M
programs •Managing insurance, benefit, superannuation, and retirement programs •Selecting and managing compensation & benefits consultan
Positions in this sub-family are responsible for administering multiple areas of human resources and rewards programs including: •HR employm
hiring, termination, contracts, retirement, etc. •Personnel records maintenance pertaining to benefits, compensation, leaves of absence, retireme
reporting to internal management and external agencies •Compensation & benefits program implementation and administration •May select and
vendors
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Positions in this sub-family are responsible for ensuring employees are paid accurately and timely with correct withholding and deductions. Activ
overtime, shift payments, sales commissions and bonuses •Accounting, distributing, and preparing taxes and deductions •Maintaining payroll re
for management or to meet legislative obligations •Ensuring payments comply with collective bargaining agreements, legislation, or other regula
•Preparing and distributing pay information to employees •Answering questions from employees and supervisors regarding payroll matters
Positions in this sub-family are responsible for managing interactions and relationships with employees and labor unions including: •Implementin
employee morale, motivation and satisfaction •Investigating and resolving complaints, grievances, and disputes •Representing management in u
including the negotiation, interpretation, and administration of collective bargaining agreements •Diversity/equal employment opportunity progra
compliance •Advising management on strategies that ensure a productive and harmonious workplace •May be accountable for employee assist
programs
Positions in this sub-family are responsible for attracting, finding and acquiring skilled labor for organization needs including: •Talent evaluation a
skills, testing, ranking, reference checking, etc.) •Job advertising and posting internally and externally, including third party recruiting agencies •T
employment fairs and on campus at educational institutions •Talent staffing and planning •Managing new employee induction process •May be r
interviews
Positions in this sub-family are responsible for designing, implementing, and administering programs that make the best use of an organization's
ensures maximum return from their talent. Activities include: •Conducting talent assessments •Organizational design analysis •Planning for lead
succession •Managing performance measurement systems •Conducting employee/engagement research •Workforce planning & analytics
Positions in this sub-family are responsible for employee career development to make the best use of employees' current and future abilities. Ac
organizing, and developing training curricula, materials, and programs •Analyzing training needs and developing programs to address them •Ev
providers •Managing delivery of internal and externally provided training
Positions in this sub-family are responsible for the leadership of the organization's communications, change management, investor relations and
activities. Activities include: •Developing and delivering the organization's internal communication strategy and policy so that employees can rap
and understand information that is clear, credible and relevant •Developing and delivering the organization's external communication and corpor
policy, including public relations, government relations, community relations and investor relations •Leading the organization in technical and no
management, including the planning, implementing, communicating, measuring, controlling and affecting of change process
Positions in this sub-family are responsible for one or more components of the organization's communications and corporate affairs function, inc
external communications, change management, investor relations and other corporate affairs activities. Activities include: •Developing the conte
written and visual communications for both internal and external audiences •Non-technical change management and process improvement stra
general business processes, corporate/market initiatives, mergers & acquisitions and/or organization structures •Technical change managemen
improvement to the organization's IT infrastructure •Lobbying as a company spokesperson
Positions in this sub-family are responsible for developing and delivering the organization's internal communication strategy so that employees c
receive, and understand information. Activities include: •Developing, publishing and distributing a range of organization-wide and HR-related ma
form, electronically or through online technologies, e.g., newsletters, brochures, handbooks, conference and seminar materials, benefit and com
communications, etc. •Ensuring the organization's employees have access to business information and knowledge. Includes developing, manag
strategies, systems and processes to identify, collect and share employee knowledge
Positions in this sub-family are responsible for maintaining and enhancing positive relations with external audiences, including the general public
government, etc. Activities include: •Communications to influence beliefs/perceptions with focus on public opinion to protect and promote the rep
•Communications to influence beliefs/perceptions with focus on government policy and legislative direction to improve the organization’s regulat
environments •Active involvement with the communities in which the organization operates to address social, economic, and environmental cha
organization’s image in a positive way •Offering of public education/awareness programs community members as an act of goodwill
Positions in this sub-family are responsible for maintaining, developing, and improving relations and communications between the organization a
investing public, and other members of the financial community. Activities include: •Preparing external investor communications highlighting the
broader strategic direction of the organization •Relationship management with clients and other key stakeholders •Coordinating meetings and ot
events
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Positions in this sub-family are responsible for leadership of two or more of the following areas: •Legal •Regulatory Affairs (Ensuring organizatio
approval for new products, product changes, etc.) •Internal Audit (Auditing Business Operations/Processes, Financial, IT Systems, etc.) •Fraud
•Compliance (Ensuring compliance with ethical standards, employee health & safety, environmental sustainability, conflicts-of-interest, etc.)
Positions in this sub-family are responsible for managing teams and processes across two or more of the following areas: •Legal •Regulatory Af
organization obtains regulatory approval for new products, product changes, etc.) •Internal Audit (Auditing Business Operations/Processes, Fina
•Fraud Detection & Prevention •Compliance (Ensuring compliance with ethical standards, employee health & safety, environmental sustainabilit
Positions in this sub-family are responsible for work in some/all of the following areas: •Providing legal advice/counsel in business-related areas
and interpreting proposed and existing laws, statutes, and regulations •Identifying, monitoring and addressing issues of legal risk •Structuring, d
approving legal contracts, letters of agreement, policies and other documents •Representing/advocating for an organization in litigation, arbitrati
disputes with courts, government agencies, or other legal authorities
Positions in this sub-family are responsible for ensuring the organization gains regulatory approval for new products and product amendments; a
currency of product licenses and permits. Activities include some/all of the following: •Ensuring the organization is aware of and compliant with l
pertaining to the business •Monitoring/interpreting regulatory developments and determining the impact on business operations and compliance
implementation •Regulatory reporting/documentation for internal and external audiences •Gathering data, preparing, reviewing, and/or approvin
documents
Positions in this sub-family are responsible for examining, evaluating, and reporting on financial, operational and managerial processes, system
integrity and compliance. Activities include some/all of the following: •Process/operations monitoring and review •Financial transaction monitorin
auditing (e.g., IT systems audit; information security evaluation) •Audit reporting for external auditors, regulatory authorities, joint venture partne
Positions in this sub-family are responsible for identifying potential fraud cases and taking appropriate action. Activities include research and ana
assess levels of risk, contacting customers to verify legitimate usage, and providing review and analysis of risky or exception conditions. Monito
infringement and preventing anti-money laundering are included.
Positions in this sub-family are responsible for defining and documenting policies and procedures related to the standards established by the bu
applicable external legislation/regulations, but may also reflect a higher standard than the legally required minimum. Activities include employee
ensuring employee completion of all required courses; auditing compliance with programs & procedures, investigating complaints, and verifying
corrected.
Positions in this sub-family are responsible for providing administrative and secretarial services to the organization. Activities include producing
recording, sorting and filing information, handling mail, preparing routine reports, making travel arrangements, arranging appointments, respond
and operating office equipment. Also includes responsibilities for reception/telephone/switchboard and greeting visitors.
Positions in this sub-family are responsible for coordinating and administering the activities of a range of administrative or staff functions to ensu
the organization's buildings, facilities, machinery and equipment. Activities include: •Supervision of internal staff and external vendors in areas s
facilities maintenance & repair, custodial & groundskeeping services, office administration and secretarial services •Planning efficient utilization
•Examining facilities and evaluating elements, such as HVAC and lighting, for size, condition and suitability •Planning, coordinating and impleme
office and factory layout and moves •Negotiating lease(s) and monitoring for lease contract compliance
Positions in this sub-family are responsible for the reliable operation of the organization's buildings, facilities, machinery and equipment. Manage
all/some of the following areas: •Refurbishment of buildings/facilities, such as manufacturing facilities, retail stores and/or warehouses •Preventa
maintenance of company buildings, facilities, machinery and equipment •Oversight of work related to electric maintenance, mechanics, hydrauli
substituting, changing, cleaning, repairing and installing pieces, components and equipment
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Positions in this sub-family are responsible for maintaining the organization's facilities and grounds in clean and orderly condition, in accordance
standards. Activities include: •Cleaning/sanitation of company facilities, including custodial work, dishwashing and laundry services •Maintaining
gardening and the general repair and maintenance of those grounds •Upkeep and organization of parking areas, including valet services, on co
for laundry & linen administration within specific industries such as hospitality and healthcare are included
Positions in this sub-family are responsible for the safety and security of the organizations’ employees, clients, visitors and property. Activities in
prevention assessments, including identifying and characterizing potential risks •Developing processes and procedures to report on, manage an
security risks to acceptable levels •Overseeing and conducting security activities, including controlling entry and exit to the organization's premis
facilities, equipment, materials and employee property
Positions in this sub-family are responsible for employee transportation services, including chauffer and fleet services, as well as messenger se
organization. Activities include: •Driving of company executives and/or groups of employees in company-owned vehicles/shuttles •Basic mainten
company owned vehicles/shuttles •Oversight of company fleet services, including cost evaluation and scheduling •Company-owned aircraft fligh
Positions in this sub-family are responsible for collecting, cataloguing and distributing technical and commercial information from a wide variety
sources to meet information needs and support the operating activities of the organization. Activities include collection development, maintaining
databases, digital & media services, research to answer general inquiries, and investigating the types of information that would be beneficial to p
Positions in this sub-family are responsible for planning, organizing, and controlling resources/processes to achieve project/program objectives
and budget constraints. General project management work requires only general knowledge of the project/business requirements and no specif
required.
Positions in this sub-family are responsible for planning, organizing, and controlling resources/processes to achieve project/program objectives
and budget constraints. Technical project/program management work requires the incumbent to have some foundational knowledge in the spec
on scope changes, QA and other more technical aspects of the project.
Positions in this sub-family are responsible for planning, organizing, and controlling resources/processes to complete a construction/property de
scope, time, quality, and budget constraints. Activities include scheduling, resource allocation, and budgeting. May be involved in engineering as
Positions in this sub-family are responsible for leading teams and processes associated with the management of the organization's sales, marke
management operations. Activities include planning, developing, and delivering the marketing strategy for products/services and associated bra
measuring, and managing the product/brand P&L (e.g., budgeting, expenditures, profitability, return-on-investment, etc.); ensuring product volum
Positions in this sub-family are responsible for the sales and marketing activities of the organization. Activities include: •Business development a
development of alliance/channel/network partnerships •Pricing research and strategy, including network cost/pricing, competitor analysis, etc. •M
and strategy, including R.O.I. (Return on Investment) evaluation and digital marketing analytics and strategy •Medical product market analytics,
economic value of products and therapies with clinical and quality of life outcomes data, along with market access and reimbursement strategie
activities to expand brand presence within brand-approved quality standards •E-commerce strategy, planning and management, including merch
support
Positions in this sub-family are responsible for advancing business growth by disseminating information that promotes a favorable view of the or
products and services. Activities include: •Developing and implementing advertising/promotional campaigns •Conducting market research and id
current and future consumer trends •Product management, including P&L activity and advertising R.O.I. (Return on Investment) analysis •Produ
•Promotional materials creation and distribution
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Positions in this sub-family are responsible for activities associated with a product or product line at all stages of its lifecycle, including: •Gatherin
designing product or developing enhancements, including technical design services, when appropriate •Product packaging, sample and prototyp
•Researching and developing strategies to maximize product/brand appeal to target customers •Monitoring product performance and directing p
adjustments •Channel marketing activities, including trade, channel and category management •Digital/internet marketing activities, including e-
optimization (SEO), social media marketing, web content curation/marketing, etc. •Direct marketing activities, via telephone, email , digital and/o
•Technical marketing activities, including those required for medical and high tech products
Positions in this sub-family are responsible for developing and implementing campaigns to inform the organization's target market of the merits
and services. Activities include: •Creating and/or coordinating the production of advertising and promotional materials •Identifying the optimal mi
promotional media channels that align with defined customer market segmentation and buyer personas (e.g., social media, website, radio/televi
billboards, etc.) •Coordinating the activities of the company's trade shows, congresses, promotions and events •Planning advertising campaigns
preparing and negotiating advertising contracts, etc.) •Creating and/or coordinating brand promotional merchandise (e.g., mugs, bags, pens, etc
and promotion effectiveness for return-on-investment
Positions in this sub-family are responsible for designing, conducting and analyzing the results of market research studies regarding the organiz
proposed products and services. Activities include: •Monitoring market conditions, trends, competitors, etc. to project business sector/consumer
product launch timing •Researching competitor behavior including marketing strategies, pricing, sales and methods of operation •Monitoring me
polling/interviewing customers and/or retailers to determine perceptions of brands/products •Identifying purchasing behaviors, price/discount sen
across customer segments and sales channels •Simulating the impact of proposed marketing campaigns and measuring results against targets
Positions in this sub-family are responsible for sales activities directly to the customer. Activities include: •Face-to-face and remote sales to new
cross/up/repeat sales to existing customers •Assessing customer needs and suggesting appropriate products, services, and/or solutions •Devel
bids/proposals/presentations and conducting product demonstrations •Developing medium to long-term sales plans and preparing strategies to
the relationship with targeted customers
Positions in this sub-family are responsible for promoting and selling the organization's products and services, via telephone or internet, to exist
customers. Activities include: •Responding to customer initiated calls to activate a service, request a product/service change, schedule an instal
a product/service or billing issue •Selling targeted products/services as part of the customer-initiated interaction •Initiating calls to potential custo
provided leads including: existing customers targeted for cross/up sell, prior customers and/or potential new customers •Remote account manag
contract renewals, price negotiations, etc.
Positions in this sub-family are responsible for retaining and strengthening client relationships. Activities include: •Planning and strategizing to re
customer relationships •Ensuring high-quality customer service and issue resolution in order to retain current clients •Client engagement activitie
client business requirements and preparing proposals and quotations •Industry-specific relationship management activities, including broking, fin
management, advertising account management, etc.
Positions in this sub-family are responsible for planning, developing and delivering training programs that enable the organization's sales force t
potential. Activities include: •Identification and tracking of training needs of staff members •Development and delivery of a variety of courses, inc
orientation, product training, sales effectiveness, etc. •Development and/or selection of training materials •Monitoring/tracking sales performance
program effectiveness
Positions in this sub-family are responsible for developing, managing and delivering support services to the organization's sales force. Activities
orders from customers and resolving complaints •Advising customers on product shortages, expected delivery dates, price changes, etc. •Acting
customers, production and distribution departments •Selecting, managing and training on sales related systems & databases (e.g., CRM: custom
management systems, ETMS: electronic territory management systems, etc.) •Assisting sales teams with individual account and sales territory
teams with sales reporting
Positions in this sub-family are responsible for growing and supporting franchise operations within an organization. Activities include: •Identifying
opportunities, pursuing and closing sales •Ensuring consistent operations among franchises, in alignment with overall organization policies and
an automotive dealer franchise network and support operations, including channel support, service/technical operations support, etc.
Positions in this sub-family are responsible for the operations of an advertising agency. Activities include: •Providing analytics, insights and crea
sales/growth of an organization's products and/or services •Strategic planning of one or more client accounts using market research, advertising
and media planning in order to optimize client/product results •Providing expert, research-based recommendations on the optimal mix of media
campaign •Negotiating pricing and purchasing of print media, radio, television and digital space for advertising ●Digital media research, analytic
optimization
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Positions in this sub-family are responsible for leadership of the internal customer service function or for the operations of one or more contact/c
services/outsourcing environment. Activities include: •General customer service leadership, including the creation and delivery of policies and pr
relationship management, issue resolution, product support services, etc. •Leadership of shared service or outsourcing service delivery, ensurin
company's policies and expectations are met •Oversight of operations within a contact/call center, including phone support, email/chat support,
collections, etc.
Positions in this sub-family are responsible for the management or provision of technical and/or non-technical customer service. Activities includ
service, such as in-store greeting, customer service desk operations, in-store product returns, auto dealership customer service, etc. •Remote/v
phone, email, online chat, or text •Technical or specialized virtual support, such as escalated customer issue support, post-sales product suppor
etc. •Providing pre- and post-sales support, including quotations, sales order processing, etc. •Customer service and support within a banking b
business general banking services
Positions in this sub-family are responsible for retaining and strengthening customer relationships. Activities include: •Developing and implemen
practices for customer relationship management and retention •Collecting and analyzing customer feedback in order to guide the continuous im
care services •Responding to customer complaints/dissatisfactions in a way that promotes issue resolution and customer retention •Routine acc
account set-up and activation services •Maintaining customer account data/contact information in order to facilitate future contact
Positions in this sub-family are responsible for the operation of one or more contact/call center(s), in order to maintain sound relations with the o
Activities include: ●Scheduling, traffic and dialing analysis and management ●Creation of scripts and accent training to assist call center staff wi
communications and routine business decisions ●Contact center representative training, including general customer relations policies and strate
on products/services, sales and internal call center systems
Positions in this sub-family are responsible for leading teams and processes that ensure an environment of continuous improvement exists in th
processes, operating procedures and work flows in order to achieve internal and external customer satisfaction. Activities include leading the de
objectives, implementing and monitoring quality measurement methodologies, oversight of training programs and leading the organization throu
quality certification processes.
Positions in this sub-family are responsible for identifying, analyzing and improving existing general business processes within an organization t
include: •Identifying, planning, and implementing organization process improvements to reduce costs, defects/errors, rework, etc. •Introducing n
processes to improve product/service quality and customer satisfaction •Promoting and sharing best practices that sustain business process im
organization
Positions in this sub-family are responsible for the quality of processes and product outputs. Activities include: •Defining and specifying activities
standards to fulfill the quality requirements for a service or manufactured material, component, or product •Auditing, monitoring, and determining
or outputs, either against defined internal and/or regulatory standards •Product integrity testing, coloring, fitting and pattern and wet processing
compliance with corporate/customers' quality requirements •Reporting on process deviations and defects
Positions in this sub-family are responsible for identifying, coaching, and managing suppliers according to organization quality standards and po
•Identifying, coaching, and managing suppliers according to organization quality standards and policies •Providing advice and training on quality
audits to ensure compliance with organization and applicable government standards •Negotiating service level agreements, performance/quality
contractual obligations are met •Resolving supplier problems related to quality, performance, and service level •Identifying and certifying alterna
supply disruption risks
Positions in this sub-family are responsible for leading teams and processes associated with the supply, storage, transportation and distribution
and goods used and produced by the organization. Activities include materials control and planning; supplier relationship management; logistics
management; warehousing; procurement; and inventory control.
Positions in this sub-family are responsible for managing or performing work across multiple supply chain sub-families or develop/implement str
supply chain process. Planning addresses capacity issues and production location decisions in support of business goals and includes custome
planning, and strategies to improve logistics service center operations.
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Positions in this sub-family are responsible for work associated with obtaining goods and services for all types of business processes applicable
including: •Indirect Operations (e.g., Office Supplies, Computers, Travel, Maintenance, Machine Parts, etc.) •Direct Operations (e.g., Raw Mater
Manufacturing, Production or Construction; Finished Goods for Retail, etc.) Activities include product/service sourcing, supplier selection, pricing
processing, contract administration, and supplier performance management.
Positions in this sub-family are responsible for planning, controlling, and implementing processes related to materials and finished goods storag
•Materials Movement & Storage •Finished Goods Movement & Storage •Inventory Control •Fleet Vehicles & Traffic Management •General Logis
& Control
Positions in this sub-family are responsible for the storage and movement of materials and finished goods including: •Shipping & Receiving •Wa
Picking, and Packing •Inventory Control & Records Management •Dispatch •Developing transport schedules, methods, and routes •Analyzing a
transportation costs •Coordinating customs clearances and permits •Maintaining, loading, packing, and driving vehicles •Evaluating, selecting, a
relationships with external transport providers (e.g., fuel suppliers, trucking / shipping companies, etc.) •Acquiring and managing fleet vehicles
Positions in this sub-family are responsible for the import/export and transshipment of materials, equipment, products, packages and documents
customs requirements. Activities include: •Managing and planning import process, customs documentation, shipping, and receiving of foreign m
correct arrival time •Ensuring compliance with the home and foreign country government laws and customs regulations
Positions in this sub-family are responsible for intermediary services between the shipper and transportation provider for land, air and sea freigh
negotiating rates and preferred shipping/transport times with carriers in order to ensure customer satisfaction and retention as well as efficient o
margins.
Positions in this sub-family are responsible for supply chain operations accomplished via the sea. Activities include: •Cargo vessel and crew ma
•Port, shipyard and container depot operations •Planning and administration activities, such as equipment management, route planning, rate ne
Positions in this sub-family are responsible for multi-discipline teams of engineers, scientists, technicians, lab support, and other technical profe
•Research & Development (R&D) •Technical Product Development •Technical Services
Positions in this sub-family are responsible for engineering, science, and other technical activities related to the development, evaluation, and te
equipment, systems, or technical processes. They do not perform actual product research or development but are operational jobs supporting re
Activities include: •Ensuring research and design methodologies meet established scientific and engineering standards •Formulating business p
develop and implement products •Analyzing quality/safety test results to ensure compliance with internal and external standards •Monitoring pro
outcomes to ensure technical, functional, cost, and timing targets are met •Researching availability and cost of raw materials
Positions in this sub-family are responsible for leading, managing or performing the engineering operations of the organization. Depending on th
may involve various branches of the engineering profession, for example electronic, environmental, mechanical, maintenance or plant engineeri
designing, constructing, testing and operating equipment; ensuring standards of quality, cost, safety, reliability, timeliness and performance are m
processes; interpreting plans, drawings and specifications; providing technical support to the organization's sales force for technical product sale
engineering activities.
Positions in this sub-family are responsible for performing work associated with industry-specific engineering technologists and technical profess
captures various types of technologists, regardless of their area of specialization. Technologists who work in an Engineering discipline, or a rela
that do not possess the formal educational and experience requirements of a certified Engineer should be matched to this sub-family.
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Positions in this sub-family are responsible for performing engineering technician para-professional work to support/assist engineers in the orga
captures various types of technicians, regardless of their area of specialization. Technicians who work in an Engineering discipline, or a related
do not possess the formal educational and experience requirements of a certified Engineer should be matched to this sub-family.
Positions in this sub-family include non-engineering roles that provide technical design services and support to Engineering teams in some/all o
•Designing components/portions of an engineered product, functional system, or structure •Developing layouts, drawings, models, and simulatio
using computer aided design/engineering/manufacturing (CAD/CAE/CAM) software •Building scale models of industrial products/components a
equipment •Conducting research and analysis as input to engineering calculations, designs, and testing (e.g., surveying & mapping geographica
materials/assemblies, analyzing/optimizing software & control systems, etc.)
Positions in this sub-family are responsible for managing or performing scientific research, development, and testing of new products, manufact
materials including: •Developing and testing theories on the physical, chemical, and/or biological properties of materials and ingredients under v
•Devising research methods, preparing technical specifications, and specifying laboratory test equipment and processes •Making recommendat
and use of new technological equipment and materials
Positions in this sub-family are responsible for managing or performing work associated with research technical professionals/technologists. Act
storing, analyzing, and managing geospatial data; conducting ocular inspections of sites; conducting research & development of laboratory expe
performing field trial operations.
Positions in this sub-family are responsible for managing or performing work in some/all of the following areas: •Assisting scientists and enginee
environment (e.g., performing quantitative and qualitative chemical or biological analyses; collecting product samples and conducting quality tes
controlled research experiments and trials, recording observations, etc.) •Supporting the operation of the laboratory environment (e.g., set up, c
and maintenance of laboratory equipment, etc.) •Laboratory operations (e.g., day-to-day coordination of laboratory projects, oversight of technic
professionals, etc.) •Caring for animals used in laboratory research and development studies
Positions in this sub-family are responsible for managing teams and processes associated with converting raw materials and components into fi
•Manufacturing Engineering •Manufacturing Production Operations •Manufacturing Repair & Maintenance Operations •Manufacturing Productio
Positions in this sub-family are responsible for managing or performing work associated with converting raw materials and components into finis
•General production manufacturing work •Assembling finished components or parts into finished products •Process manufacturing batches of bu
including mechanical processing (e.g., mixing, grinding, separating, filtering, etc.) and chemical processing (altering the chemical properties of m
reactions and changing temperature, pressure, etc.) •Setting up and operating machine tools to convert materials into parts, sub-assemblies, an
finishing of parts, components, and assembled items including washing/painting/plating/anti-corrosion coating, hardening, polishing/engraving/e
materials or finished goods into containers for the purpose of protection, display, and handling
Positions in this sub-family are responsible for managing production to optimize the use of resources and meet production schedules and stand
•Developing and implementing production schedules to ensure the effective use of labor, tools, plant and equipment and to coordinate productio
requirements •Estimating resource requirements •Analyzing production and operational data •Matching the organization's resources with deman
minimize production costs
Positions in this sub-family are responsible for managing or performing skilled trades and lower level apprentice craft work for set-up, calibration
machines used in production processes including: •Precision tool & part making and repair typically performed in a machine shop environment •
(CNC) machine tool programming •Coordinate Measuring Machine (CMM) machine tool programming
Positions in this sub-family are responsible for managing or performing skilled trades and lower level apprentice craft work for construction, main
facilities systems, buildings, and equipment including: •Installation, repair & maintenance in a manufacturing or field site environment •Installatio
dismantle, and movement of large and/or complex industrial equipment •Service and repair of automobiles and their parts
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Positions in this sub-family are responsible for managing or performing skilled trades and lower level apprentice craft work in a manufacturing or
including: •Operating heavy equipment such as heavy hauler trucks, crawler dozers, graders, other support equipment, and both hydraulic and e
•Construction & civil infrastructure building trades
Positions in this sub-family are responsible for managing or performing work to produce plant/animal products. Activities include managing an ag
operating farming equipment and crop/livestock production systems; and crop plantation and harvesting.
Positions in this sub-family are responsible for leading teams and processes associated with the management of the organization's information
(including computer hardware, operating systems, communications, software applications, data processing and security), telecommunication sy
software/database products. Activities include developing information technology strategies, polices and plans; managing the acquisition, implem
and use of information technology resources; training and supporting technology users; telecommunications network planning, operations and s
programming software/database products for sale to external customers; developing PC, online, and mobile games; and internet product manag
Positions in this sub-family are responsible for managing or performing work across multiple areas of an organization’s IT platform/infrastructure
development, and administration of: •IT Systems Software, Hardware, and Databases •Data & Voice Networks •Data Processing Operations •En
Software Support •Conducts cost/benefit analyses for proposed IT projects as input to the organization’s IT roadmap
Positions in this sub-family are responsible for the overall direction for the organization's technical infrastructure. Positions work with technical s
software and network interfaces to form a system. Positions address problems of systems integration, compatibility, and multiple platforms.
Positions in this sub-family are responsible for managing or performing work associated with IT business analysis including: •Identifying and ana
conducting requirements gathering, and defining scope and objectives •Making recommendations for solutions or improvements to business pro
accomplished through new technology or alternative uses of existing technology •Translating business requirements into application requiremen
Positions in this sub-family are responsible for managing or performing work associated with programming and configuration of internal end use
integrated with business processes/data and IT infrastructure (i.e., an “application system”) including: •Analyzing detailed business/functional/te
specifications for the application (and related application system components) as input to application design and coding •Coding internally deve
configuring commercial-off-the-shelf (COTS) applications using programming, scripting, and database languages •Supporting application testing
maintenance, and evolution activities by correcting programming errors, responding to scope changes, and coding application enhancements
Positions in this sub-family are responsible for designing, developing, implementing and updating of internal IT applications (development may b
technology, web technology, network security, messaging, mainframe, etc.) and planning, developing, producing and updating related technical
training. Activities include evaluating, scheduling and resourcing development projects; investigating user needs; writing, testing and maintaining
planning, developing and implementing website and ecommerce applications; and preparing systems documentation and training. Developmen
configuration of organization-specific end user applications, systems software, databases, or websites for use by internal employees or for use i
communications, or sales (including e-commerce websites) targeting external audiences are included.
Positions in this sub-family are responsible for managing or performing work associated with developing, communicating, implementing, enforcin
controls to protect the organization's technology assets from intentional or inadvertent modification, disclosure or destruction including: •Designi
implementing secure operating systems, networks, and databases •Password auditing, network based and Web application based vulnerability
management and intrusion detection •Conducting risk audits and assessments, providing recommendations for application design •Monitoring a
access logs Planning for security backup and system disaster recovery
Positions in this sub-family are responsible for managing or performing work associated with IT infrastructure & systems administration (internal
including installation, configuration, administration, support and maintenance of IT software and hardware systems, IT data/voice network system
databases. Activities include ensuring the uptime, performance, and resource availability of the computers and other IT systems; matching the o
with the demand placed on them; monitoring organization's wide area and/or local area network performance; identifying and resolving network
network hardware, software and telecommunications equipment; IT data center facility operations; and ensuring the quality, accuracy and secur
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Positions in this sub-family are responsible for managing or performing work that focuses on vendor selection, configuring, maintaining, and gen
function-specific information system including: •Processing function-specific transactions and maintaining function records/data •Generating rep
analysis on function-specific data •Ensuring the accuracy of information entered into the system and testing new features of the system as they
accuracy of function-specific procedures
Positions in this sub-family are responsible for providing support to employee end users in areas of personal computers/servers/mainframe appl
network, and ERP systems including: •Acquiring, installing, and upgrading PC components & software and planning for/responding to service ou
problem source through discussions with users and coordinating with internal organization support and operations groups and/or with vendors to
•Responding to user requests to research complex problems associated with the organization's telecommunications networks (voice and/or data
user ERP systems support, problem identification, and training to facilitate knowledge transfer and prevent problem reoccurrence and knowledg
Positions in this sub-family are responsible for performing work in one or more areas related to batch data/scheduled job processing including: •
schedule and facilitating backup jobs by loading or changing backup media •Monitoring jobs and allocating resources to jobs based on priority •M
hardware and software for errors, documenting data production runs and processing performance
Positions in this sub-family are responsible for providing IT functional/technical/strategic consulting and assisting businesses and other organiza
software/hardware systems more efficiently by identifying and measuring problems, and recommending, customizing and implementing solution
organization, consulting projects include conducting organizational studies and evaluations; designing IT systems and procedures, and conduct
studies. Activities include developing and managing client relationships and managing project timelines, budgets, fees and outcomes.
Positions in this sub-family are responsible for designing, developing, and testing software products (end user applications, systems software, m
database products, etc.) for sale to external customers including: •Conducting requirements analysis and high-level design/modeling to convert
into software solutions •Designing and specifying the overall software structure, core elements, and properties by analyzing the software require
interfaces, and dependencies •Using programming, scripting, and/or database languages to write the software code •Planning and conducting s
using programming languages to write code for use in testing the application/software code), performing analysis of test results, and tracking/rep
test execution
Positions in this sub-family are responsible for designing, developing, and testing software applications for game systems and content for game
platforms such as personal computer, web/online, or mobile device. Activities include conducting requirements analysis and high-level design/m
related system; designing and specifying the overall software structure, core elements, and properties of the game; using programming languag
code; and planning and conducting game evaluation and testing.
Positions in this sub-family are responsible for network planning, operations, control and maintenance work specific to the Telecommunications
planning and optimizing the telecommunications network; conducting scheduled maintenance, diagnosing and troubleshooting faults and under
of the network for alarms or conditions that may require special attention to avoid impact on the network's performance; and managing site acqu
network infrastructure installations.
Positions in this sub-family are responsible for leading teams and processes associated with the development and execution of architectures, po
procedures in order to manage the information lifecycle needs of an organization in an effective manner. Activities include analyzing and interpre
data with the purpose of drawing conclusions about the information; spotting trends; writing reports and recommendations for internal or externa
and creating data architectures; and developing and enhancing the data warehouse.
Positions in this sub-family are responsible for performing complex data research and analysis to support business operations including: •Creati
architectures/models/protocols, statistical reporting, and data analysis methodologies to identify trends in large data sets •Analysis may be appli
business (e.g., Market Economics, Supply Chain, Marketing/Advertising, Scientific Research, etc.) •Researching and applying knowledge of exi
science principles, theories, and techniques to inform business decisions •At higher career levels, may conduct scientific research projects with
ground in data analytics
Positions in this sub-family are responsible for managing or performing work in the following areas: •Database Engineering & Data Modelling: C
and logical/physical data models for databases and data warehouses •Data Warehouse Development & Administration: Designing, developing,
maintaining a data warehouse to integrate data from various sources/systems within an organization •Developing strategies for data acquisition
database implementation •Managing data migrations/conversions and troubleshooting data processing issues
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Positions in this sub-family are responsible for managing or performing work in back-end transaction/data processing. Activities include validatin
analysis; loading data into appropriate systems and organizing it to get meaningful reports; and controlling the processing of data, source docum
control figures and other material to ensure the timely production and distribution of output.
Positions in this sub-family are responsible for managing or performing work in market research services for external customers/clients. Activitie
questionnaires, process of gathering, analyzing and interpreting information about a market, product or service and about the past, present and
product or service.
Positions in this sub-family are responsible for leading the operations of various consumer and commercial banking teams, including general co
banking, private banking, commercial banking and commercial lending. Responsibilities include the development of new business and the coord
investment policies to promote growth and profitability for the organization.
Positions in this sub-family are responsible for maximizing branch revenues, sales and customer satisfaction. Activities include processing credi
opening new accounts, ordering checks, and providing access to safe deposit boxes. Responsible for employee training and development.
Positions in this sub-family are responsible for providing commercial banking products and services to both corporate organizations and financia
domestic and cross-border payments, risk mitigation, international trade finance as well as trust, agency, depositary, custody and related service
management, trade finance/supply chain financing solutions, cross-border settlement services, and trust & securities services.
Positions in this sub-family are responsible for consumer, commercial and mortgage lending, and leasing operations. Activities include the origin
closing of residential mortgage loans, loan underwriting, appraisal, and loan servicing.
Positions in this sub-family are responsible for providing financial planning advice, including investment advisory and private banking portfolio m
prospects. Uses knowledge of tax and investment strategies to develop financial portfolios based on clients' financial needs and objectives.
Positions in this sub-family are responsible for the day-to-day operations of the middle and back office of consumer and commercial banking to
compliance with internal and external policies. Middle Office activities require some analysis and decision making to support functions such as r
strategy, etc. Back Office operations include administrative/transactional processes, e.g., check clearing, currency control, ATM service operatio
processing.
Positions in this sub-family are responsible for leading teams and processes associated with transaction and fund raising activities in the equity
Includes oversite of capital markets, including transaction structuring and origination of capital and services market products. Also includes roles
leadership of equities and fixed income.
Positions in this sub-family are responsible for facilitating capital market and investment banking transactions that underpin transaction positioni
shareholder value. Responsible for investment strategy, transactions and client relationship management. Activities include general investment
markets fund raising operations and transaction support services.
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Positions in this sub-family are responsible for providing advisory services to assist clients with financial/investment management and growth. A
•Structured finance transactions, e.g., acquisition finance, tax-driven financing, syndicated loans, and loan workouts/recoveries •Mergers & acqu
research, modeling, pricing, transactional activities and monitoring of market conditions •Corporate finance advisory services, including identifyin
structuring opportunities •Private equity services •Real estate finance, including research and advice on Read Estate Investment Trust (REITS)
finance •Supply chain finance advisory, including specialties focusing on commodities, aviation and shipping finance
Positions in this sub-family are responsible for sales and/or services in Stock Exchanges and Commodities (Futures and Commodities Exchang
monitoring the market, brokering trading deals, purchase and sale of securities on behalf of payer(s) and securities lending. Responsible for bro
communications, business development and relationship management.
Positions in this sub-family are responsible for supporting the investment banking function in achieving a given revenue target for investment inc
managing an investment portfolio and supporting the sales of treasury products. Activities include negotiating on the inter-bank market for foreig
market operations; maintaining correspondent relationships and bank portfolio management.
Positions in this sub-family are responsible for supporting the investment banking function in the processing, formalization and settlement of pro
business operations for investment banking. Responsible for activities related to the control, financial and tax accounting of the performed move
operational activities are included.
Positions in this sub-family are responsible for leading teams and processes associated with asset/investment management in order to meet inv
include investment management strategy & analysis, portfolio/fund management, as well as trust, estate and Family Office service operations.
Positions in this sub-family are responsible for managing trade processing, settlements, securities transfer, and record maintenance. Activities o
include the administration of basic trades, research of basic account issues, resolution of routine issues, maintenance of compliance documenta
support.
Positions in this sub-family are responsible for formulating investment strategy and completing investment analyses. Activities include asset allo
performance analysis and reporting as well as the development and utilization of quantitative investment tools.
Positions in this sub-family are responsible for managing actions carried out on shares and securities to achieve the maximum return from a por
delegated to a financial institution to be managed. Activities include reviewing portfolios, balancing parameters such as security, liquidity and ret
General portfolio/fund management, high net worth portfolio management, third-party fund management, external investment management, and
associated with fund management are included.
Positions in this sub-family are responsible for the processes associated with trust activities, including the development of new trust business an
investment policies in order to promote growth and profitability for the organization. Activities include general trust and estate management and
accounts, such as institutional trusts, pension, profit sharing, retirement and asset portfolios. Also includes roles responsible for trust operations
plans.
Positions in this sub-family are responsible for activities within a wealth management advisory firm whose clients are high net worth individuals.
traditional wealth management advisory in that additional services such as estate & property administration and various tax services are provide
offer services to either single or multi-families and include standard offerings such as wealth planning and investment advisory.
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Positions in this sub-family are responsible for buying and selling financial instruments such as stocks, bonds, currencies, commodities or deriva
to generate quick profit and usually work for financial institutions. Activities include monitoring market movements and trading environment; main
and preparing reports; and controlling overall commission and trading expenses.
Positions in this sub-family are responsible for researching industries, companies, and securities to support investment decisions. Activities inclu
industry, and company data; developing research methodology and sources of information; monitoring the market trends; and developing quant
and tools.
Positions in this sub-family are responsible for handling, executing, and processing trade transactions for financial instruments such as stocks, b
commodities or derivatives. Activities include executing financial trade transactions; managing post-trade processing and resolving trade settlem
confirmations, amendments, and terminations; and maintaining transaction records.
Positions in this sub-family are responsible for the strategic and procedural leadership of insurance operations in an effort to mitigate risk. Includ
underwriting, loss control, claims, policy services, and agency/field services. This sub-family does not apply to leaders who are responsible for o
an organization's insurance coverage. It is intended for those who lead operations of organizations that receive premiums from policyholders to
may be incurred.
Positions in this sub-family are responsible for classifying, rating, and selecting policy applicants in order to protect the insurance company from
promote the organization's profitability. Activities include: •Developing and monitoring guidelines for determining acceptance or denial of an appl
determining an applicant's premium rate based on projected risk-level using statistical models •Supporting the underwriting function and sales te
business proposals and applications, including the refunding of premiums for applicants who are denied •Risk inspection and mitigation activitie
including site visits and loss control/safety training •Evaluating and identifying insured accounts which exceed the company's ability to fund pote
for reinsurance of those accounts
Positions in this sub-family are responsible for evaluating claims submitted by policy holders and administering payment if determined that it is d
the insurance policy. Activities include: •Documentation of incident report and additional claims information from policyholder •Review of claim a
acceptance, or a need for further investigation •Identifies claims where third-party liability exists, such as subrogation or workers' compensation
the third party •Recovery and possible resale of injured goods involved in a claim
Positions in this sub-family are responsible for policies and systems that ensure quality and cost-effective medical care for policyholders and als
provider organization. Activities include: •Provider reimbursement strategies and management •Resource management and cost control initiative
confirm an individual's policy includes coverage for a specific medical service; also determines if a procedure is appropriate and cost-effective in
medical condition •Coordination/case management of health care services as a means of ensuring comprehensive/collaborative treatment and a
redundant/repetitive procedures and costs
Positions in this sub-family are responsible for processing and maintaining customer policy records and payments for insurance coverage. Activ
new, updated and/or renewed policy applications and records •Recording payments and identifying policies where payment is past due, includin
policies due to payment issues •Communicating with policyholders to notify them of account/payment issues or in response to inbound custome
Positions in this sub-family are responsible for the operations and effectiveness of an insurance agency. Activities include: •Managing or suppor
insurance agency, including staffing, scheduling, budget/forecasting, sales performance and sometimes training •Assisting the agency's employ
maintaining current licensing, including maintaining up-to-date knowledge of regulatory/licensing requirements •Payment of commissions to age
including calculation of commissions, commission reports and payment processing
Positions in this sub-family are responsible for the non-sales, administrative activities that support an insurance organization or agency. Activitie
administration services, including coordinating provider enrollment, database loading, providing billing information, reconciling complex accounts
materials, etc. •Interacting with customers to support policy services •Providing underwriting and claims administrative support •Administration o
including payment calculation and processing
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Positions in this sub-family are responsible for the development, procurement, compliance, evaluation and renewal of contracts and negotiate re
for the provider network. Activities include: ●Determining facility rates ●Negotiating contracts with facilities and individuals chosen by the networ
administering provider agreements ●May be responsible for staff recruiting and training
Positions in this sub-family are responsible for the development and implementation of operational plans and policies within one or more retail s
•Hiring, discipline, and scheduling of employees •Maintenance of inventories and store appearance •Promotion of sales •Accounting activities an
with cash receipts •Trainee positions are included
Positions in this sub-family are responsible for activities other than sales within one or more retail stores. Activities include: •Merchandise receiv
sales departmental work, such as check-out, photo lab or bagging orders •Multi-store non-sales operations activities include new store opening
payroll/incentive plans, event planning, and/or contest planning and promotion
Positions in this sub-family are responsible for the service and/or repair of products such as textiles, clothing, handbags, jewelry, watches and a
include: •Alteration, repair, or fit of made-to-measure or ready-to-wear garments or footwear •Repair, assembly, and testing of jewelry and watch
automotive repair shop •Repair of automobiles or automotive parts •Automotive warranty administration
Positions in this sub-family are responsible for the management of an automotive dealership. Activities include: •Showroom management, includ
coaching •Maintaining showroom appearance, availability of demonstration vehicles, etc. •Management of aftersales marketing and customer ca
Positions in this sub-family are responsible for training and talent development of retail store employees. Activities include: •Planning and coordi
education on product knowledge and/or selling and customer service techniques •Programs and activities dedicated to developing a pipeline of
for leadership positions within a group of retail stores
Positions in this sub-family are responsible for the operations of an individual or group of restaurants and/or properties, aiming to maximize prof
satisfaction. Manages or performs work in some/all of the following areas: •Developing and executing operational plans and procedures across
restaurants/hotels/resorts •Single-location restaurant/hotel/resort daily operations management •Department-specific restaurant/hotel/resort man
(e.g., restaurant front-of-house management, kitchen management, hotel front desk management, hotel security, etc.) •Customer-facing hospita
D, Captain and Concierge/Duty Management
Positions in this sub-family are responsible for activities associated with the preparation and delivery of food and beverages and service coordin
for groups of people as well as food service at remote sites. Usually meals are prepared and served by a hotel or restaurant exclusively for a gro
include food preparation and delivery for different event ranges: from box-lunch drop-off to full-service catering for special events or business m
Positions in this sub-family are responsible for the delivery of food service in a non-restaurant environment such as a corporate cafeteria/commi
entertainment venue. Activities include managing food inventories, vendor deliveries, food preparation, and menu planning. Kitchen managemen
tasks on serving lines and/or sanitation duties are included.
Positions in this sub-family are responsible for activities associated with food and beverage preparation, table service, and food delivery. Manag
some/all of the following areas: •Preparation and service of alcoholic beverages, coffee, tea, etc. •Preparation of food including pastries, cakes,
etc. •Table cleaning/reset, restaurant carry-out support, food delivery drivers, etc.
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Positions in this sub-family are responsible for the research, development, planning, creation and testing of new food product and/or menu ideas
with restaurant leadership, culinary teams, test kitchen teams, and product development teams.
Positions in this sub-family are responsible for training and management development policies and programs for restaurant and hotel organizati
analysis of training needs, and the administration of plans, procedures, and programs to meet identified training needs. Development of training
coordination of training facilities and materials are also included.
Positions in this sub-family are responsible for developing and implementing product designs, including product components and product packa
the organization's business and marketing objectives. Generates "new ideas" and provides creative direction. Activities include undertaking rese
determine product requirements; preparing design and manufacturing specifications; and creating product sketches and models.
Positions in this sub-family are responsible for the design and creation of media and communications publications and materials. Activities includ
generated graphic-design for both internal and external communication materials •Photography and digital editing, including stills, motion picture
support editorial content •Non-photographer photo studio/photo shoot activities, including directing, creative consulting, styling, art and prop crea
•Creating, editing/proofreading text and layout for internal and external publications including product manuals, research findings, etc. •Content
printed publications •Screenwriting and copywriting/editing for films, programs or shows •Production activities for a news broadcast, including re
journalism/reporting, copywriting, etc. •Creation and design of interactive media, including animation, visual/sound effects, etc.
Positions in this sub-family are responsible for the design and creation of the user-facing components (interface) of interactive media, such as w
Activities include: •Designing user-friendly, attractive and engaging webpage(s) •Constructing less-complex aspects of the website using author
partnering with a development team to construct more complex aspects of the website •Ongoing website content and functionality administration
development of new media interactive tools and graphics which enhance and ease the user experience •Assessment and enhancement of user
interaction with new media products, such as video games, websites, etc.
Positions in this sub-family include internal and external roles responsible for advertising productions, from the creative conceptualization throug
include: •Possessing a clear understanding of business requirements and the target audience in order to write copy and develop a wide range o
projects •Overseeing digital and e-commerce marketing strategies and activities to ensure brand consistency and relevance within a quickly evo
of print, video, audio or online/interactive advertisements, including the creation or selection of scripts, music and graphics
Positions in this sub-family are responsible for the creative design and production of a video game. Activities include: •Creation and design of 2D
including initial concept/narrative, visual/audio effects, technical art, animation, etc. •Design of one or more aspects of the game, including art, c
mechanics/system, mathematical frame, etc. •Project management of game production process from kick-off to release, including creative and d
quality, timeline, and budget •Oversight and completion of game production processes during the game development phase
Positions in this sub-family are responsible for the production and editing of a film, show, program or news production. Activities include: •Traditi
film/show/program production operations, including production project management, directing, editing, technical operations, etc. •News producti
the production of features and news packages and Production Control Room (PCR) activities •Creative design and production, including casting
costumes, music, effects, choreography, props, etc. •Technical production operations, including set and stage management, lighting, video/soun
etc. •Post-production oversight and coordination, including editing, audio mixing, coloring, graphic design, etc.
Positions in this sub-family are responsible for the promotion of products and/or services in editorial prints, television ads, films, and videos. Acti
modelling and/or demonstration by wearing or using the product in a photo shoot, video shoot or live broadcast •Curating apparel and accessori
style for a photo shoot, video shoot or live broadcast •Styling hair and/or applying makeup to artists/guests/presenters before they appear in fron
audience
Positions in this sub-family are responsible for creating visual media that promotes the organization's products and services to potential custome
of-sale materials to differentiate the organization's products from those of competitors. Activities include: •Developing visual merchandising plan
field, such as store window displays, trades shows, etc. •Creative design of artwork, such as drawings, used in the creation of visual merchandis
•Implementation of visual merchandising ideas and directives in the field, such as within individual retail stores •Training store staff in the organi
merchandising standards
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Positions in this sub-family are responsible for planning and designing the construction of a building and/or its grounds. Activities include: •Incor
requirements into drawings and specifications for building design and construction •Concept design and planning of landscape for industrial, com
and sub-division developments •Project management and review of landscape design, including horticultural/planting and hardscaping aspects
landscape maintenance to ensure desired appearance is kept to organization standards •Interior design services for new or existing property, in
specifications and controlling resources
Positions in this sub-family are responsible for managing or performing work related to advertising operations for traditional, print, or digital med
planning, constructing, and executing audience targeted campaigns; identifying target audience and contacting them; monitoring campaign prog
campaign performance; and providing technology solutions on interactive projects.
Positions in this sub-family are responsible for managing or performing work related to publication operations for traditional, print, or digital medi
planning and organizing the entire publication process; coordinating with external vendors, sales, and editorial team; obtaining printing quotation
production; coordinating with printing plant to arrange production; monitoring the printing process and quality, and auditing the printing technolog
Positions in this sub-family are responsible for managing or performing work related to broadcast operations for media. Activities include researc
broadcast programming content; providing program market insights; studying programming moves and proposing initiatives; liaising with the leg
of contracts; introducing promotions and hosting programmers; researching and conducting outdoor interviews; managing transmission logs; sc
productions, promotional material, commercial advertising to ensure that transmissions are aired at the correct times and that every second of a
covered; and other television broadcast operations.
Positions in this sub-family are responsible for managing, incorporating and planning of organization-wide real estate needs for buildings, equipm
Activities include incorporating real estate solutions; site location and acquisition, managing relationships with outside vendors; negotiating lease
property.
Positions in this sub-family are responsible for the management of commercial, industrial and/or residential real estate. Activities include leasing
between the landlord or tenant; accepting rent; responding to and addressing maintenance issues; managing contracts and building improveme
Positions in this sub-family are responsible for the organization's real estate development, expansion, and renovation activities. Activities include
identification of acquisition opportunities •Cost analyses of proposed projects •Project development •Identifying opportunities for project acquisit
business ventures that support the company's investment and financial objectives •Specialties may include housing, retail store development or
planning and development
Positions in this sub-family are responsible for maximizing the value of the organization's real estate portfolio. Activities include: •Preparing finan
portfolio level •Reviewing appraisals and valuations •Assessment of current and projected performance of investments •Monitoring of property v
management •May include business development and real estate investment consulting
Positions in this sub-family are responsible for managing or performing work pertaining to the land activities of the organization. Activities include
contracts, including preparation and approval; execution and registration of leases, sub-leases, easements, surface leases, crossing agreement
Ensures appropriate maintenance of documentation and contracts.
Positions in this sub-family are responsible for the leadership of construction activities within an organization, including business development, p
project delivery. Develops and implements operational standards for construction projects. Responsible for ensuring projects meet time, quality
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Positions in this sub-family are responsible for managing or performing work related to integrating construction project conceptual, functional, an
Planning activities include conducting feasibility studies, architectural design, and worksite layout design. Activities also include supervision and
execution of the construction project plan, including general construction activities, Mechanical, Electrical, and Plumbing (MEP) activities, and th
safety.
Positions in this sub-family are responsible for providing leadership and strategic direction to a university. Areas of leadership may include overa
academic/teaching and learning, university research operations, external engagement, international leadership, student/college management, a
Positions in this sub-family are responsible for the leadership of a school/college or group of faculty members within a university. Activities includ
school/college's discipline, but also support to the university's overall mission, policies and practices •Development and implementation of polici
to the school/college's governance, admission, student support services, etc. •Management of daily operations within the school/college or facu
infrastructure, staff supervision and finance •Leadership of a key area within the faculty, such as teaching and learning, research, scholarships,
Positions in this sub-family are responsible for providing teaching, research and subject coordination in a specific discipline. Activities include the
of tutorials, seminars and lectures and development/production of appropriate subject materials. Responsible for maintaining expert knowledge
Positions in this sub-family are responsible for the design and development of university curricula. Activities include: •Development of blended, f
learning resources and curricula •Creation of learning materials, including interactive learning resources and assessments •Development and su
service learning opportunities
Positions in this sub-family are responsible for research operations within a university, including operational policies and practices, research qua
funding/grant coordination and external relations. Activities include: •Research project management, including grant application, project planning
•Design and participation in data collection activities and/or reporting of research project findings •Post-award grant compliance and administrat
controls/spending oversight and project parameter oversight
Positions in this sub-family are responsible for the implementation of student administration activities across the university in order to integrate s
learning environment and enhance learning outcomes. Activities include: •Recruitment, admission, enrollment, scholarship and financial aid ope
maintaining and reporting of student records, including attendance, credit hours and grades •Student support services, including housing, health
counseling/placement and social and recreational activities •Academic support and advisory services •Campus facilities planning and managem
of maintenance, room-scheduling, security and cleaning •Oversight and daily activities of on-campus retail outlets
Positions in this sub-family are responsible for the direction, planning, and coordination of all medical and/or pharmacy related activities. Activitie
and implementation of medical care and/or pharmacy policies and standards. May include the evaluation of new treatments and conducting rese
of the care provided to patients.
Positions in this sub-family are responsible for activities associated with evaluating, developing, recommending, implementing, and carrying out
procedures related to the delivery of high quality patient care. Programs and services include rehabilitation (e.g., physical therapy, occupational
emergency patient care services, patient transport, and laboratory services.
Positions in this sub-family are responsible for activities associated with the delivery of safe and efficient quality physician care. Includes profess
licensed to practice medicine. Activities include the examination of patients in order to diagnose and treat any medical condition(s).
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Positions in this sub-family are responsible for activities associated with the delivery of safe and efficient quality nursing care. Includes professio
licensed to care for the sick and injured. Activities include the examination of patients, care for patients including the administration of prescribed
facilitate healing and increase comfort.
Positions in this sub-family are responsible for activities associated with the delivery of pharmaceuticals. Includes professionals who are trained
to dispense medicine/controlled substances. Activities include the compounding, packaging, and dispensing of drugs and ensuring the proper m
Positions in this sub-family are responsible for activities involved with the care of the eye. Activities include the administration of eye examination
includes diagnosis of vision problems and eye diseases and the prescription of lenses, other optical aids, therapy and medication to correct and
issues. May work independently or as part of a team within a Retail chain or small practice.
Positions in this sub-family are responsible for behavioral health care and counseling services. Activities include those which address mental he
and disorders, and substance abuse. Coordinates assistance to patients and families relating to illness, disease, and hospitalization in all areas
multi-disciplinary team and in liaison with community resources.
Positions in this sub-family are responsible for providing regular and therapeutic diets and food service to patients. Activities include coordinating
serving of meals based on general or special diets; specifying of dietary requirements for patients with special restrictions or nutritional needs.
Positions in this sub-family are responsible for activities in a hospital or patient care setting who support patient care in ways other than medical
Responsibilities may include patient admissions and other administrative roles such as care coordination.
Positions in this sub-family are responsible for health and wellness programs within a hospital or other patient care setting. Activities include ma
fitness center, including equipment procurement and upkeep, staffing and sanitation; coordination of internal and external wellness programs.
Positions in this sub-family are responsible for health information services, such as maintenance of medical records, medical record transcriptio
Responsible for the recording of diagnoses, treatments, and other information from patients records in compliance with all accreditation and gov
agencies.
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