Advisory Specialist Resume Samples

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K Kunde

Keshaun

Kunde

476 McClure Street

Chicago

+1 (555) 785 4091

476 McClure Street

Chicago

Phone

p +1 (555) 785 4091

Experience Experience

Chicago, IL

Advisory Specialist

Chicago, IL

Strosin-Auer

Chicago, IL

Advisory Specialist

Supports & assists in the design, development, and marketing of new insurance & risk products
Conducts system searches in response to law enforcement inquiries provided via FinCEN’s 314(a) list
Responsible for providing proactive and reactive Advisory expertise and education to all Sales Division associates
Provides support and may deliver presentations at advisor forums and firm or industry conferences
Assists with new business account review and exception reporting
Provides training to elevate the overall Advisory and portfolio construction knowledge of Sales Division associates
Assists with FATCA review and approval

Phoenix, AZ

Senior Advisory Specialist

Phoenix, AZ

Hessel-Franecki

Phoenix, AZ

Senior Advisory Specialist

In partnership with an Executive Advisor, supporting high-value advisory activities with existing and prospective clients
Diagnosing client challenges and identifying which CEB resources will aid with solving those challenges
Outlining solutions to client challenges in written communication or through virtual interactions
Supporting sales and account management teams to inflect revenue outcomes through
Conducting pool analysis to identify cross-sell opportunities and increase contract value performance
Packaging insight (deck compilation, summary writing, project scoping) to respond to assigned client requests
Capturing best practices from successful revenue partners and developing toolkits to ensure broad adoption of those best practice across the revenue community

present

Detroit, MI

VP Sanctions Advisory Specialist

Detroit, MI

Wilkinson, Kuhic and Bogisich

present

Detroit, MI

VP Sanctions Advisory Specialist

present

Working knowledge of institutional and retail banking products & services
Work well with others in a fast paced environment
Perform analysis of existing (and prospective) counterparties and their beneficial owners, including enhanced due diligence, regarding sanctions related risks
Provide advisory on the updating of Norms in relation to Sanctions
Interact daily with Senior Management, Legal, and Pole & Territory Compliance on counterparty risks and matters requiring escalation
Manage multiple investigations and inquiries at the same time and meet timely deadlines
Maintain close working knowledge of assigned cases/files and advise supervisors of their progress and any matters of concern

Education Education

Bachelor’s Degree in Detail

Iowa State University

Bachelor’s Degree in Detail

Skills Skills

Ability to work under tight deadlines and produce high quality material
Ability to self-direct development
Ability to synthesize and distil large amounts of information
Ability to think creatively
Good sense of humor
Strong organization and prioritization skills
Ability to work both independently and with a team
Ability to develop effective partnerships with diverse communities, ex. research, advisory, quant, across CEB global offices
Analytical Skills
Interpersonal Skills

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15 Advisory Specialist resume templates

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Capital Advisory Specialist Resume Examples & Samples

Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Strong analytical and quantitative skills
Ability to adapt to a rapidly changing business and technology environment
Exceptional problem-solving skills
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
Ability to learn proprietary software and databases

Credit Advisory Specialist Resume Examples & Samples

In partnership with the RM teams, provide a highly professional, competent and skilled service
The jobholder is required to adopt a proactive and enquiring approach to all tasks. They should have the ability to work with little or no supervision and to work well under pressure and to the required deadlines
To use initiative and knowledge to deal with ad hoc requests as they arise and have the ability to see them through to a successful conclusion
The following skills are required at the highest levels of excellence: credit analytics, interpersonal skills, portfolio management and risk management
Excellent knowledge of credit products to advice RMs and sophisticated clients
Completion of formal credit training strongly preferred
High quality collaboration skills in a team-oriented environment
Ability to meet deadlines and manage relationship manager and client expectations
Possess excellent oral and written communication skills. Exceptional presentation skills
Bachelors degree in related field of study strongly preferred

Infrastructure Optimization Advisory Specialist Resume Examples & Samples

Provide advice on products / platforms / services across CTO
Liaison with other experts to identify possible solutions
Work jointly with analytics team for data gathering and drawing insights
Be responsible for career development and appraisals
Service transition for customers as services are added or removed
Develop and implement a project accounting approach to identify project profitability
Ensure the company tools and information systems are utilized correctly and relevant information is provided
To ensure reports are provided to an agreed schedule (or on request), including management and account performance reports
Attend client service review meetings; areas covered will include performance reports, service improvements, quality and processes
To develop and facilitate workshops and training courses
Manage departmental budget
Responsible for the delivery of services within the SLAs and KPIs
To ensure quality of services
To ensure that systems, processes and methodologies as specified are followed to ensure effective monitoring, control and support of service delivery
To plan and schedule resource to the requirements of the business
Ensure transfer of knowledge to other staff to ensure the Customers systems are understood
Work as a team member within the organisation to provide a resilient service to our customers
Track record in management of teams and personnel
Have worked in a multi customer environment
Demonstrable track record in delivering technological environments. Highly analytical in problem solving with the ability to apply original and innovative thinking
Display and apply knowledge of technologies including: Microsoft, Infrastructure Networks, thin client technologies, server virtualisation and an awareness and understanding of additional software programmes and technologies relevant to technical infrastructure environments
Minimum of 5 years’ experience in the field
Awareness on technology trends
Excellent knowledge of business
Understanding and awareness of technology landscape to support the business
Strong internal and external credibility
Strong facilitation ability Thorough knowledge of managing teams and personnel
A high level of oral and written communication skills in order to communicate effectively with senior managers, colleagues and other stakeholders
Ability to research subjects, with a commitment to provide continuous improvement
To work under pressure and think clearly in challenging situations in a logical manner
To be flexible in approach and be comfortable with a fluid organisational structure that requires both team work and self sufficiency as necessary, with the ability to work under minimal supervision

Accounting Policy & Advisory Specialist Resume Examples & Samples

BS accounting, MS accounting preferred
CPA qualification preferred
Expert in hedge accounting
Works well in teams
Previous accounting advisory experience
Experience in an accounting firm preferred, experience in a corporate treasury function helpful
Good presentation skills both oral and written
Good understanding of capital markets, interest rate derivatives and foreign exchange
Understanding of corporate treasury systems
Ability to review, understand accounting policy and then translate into valuable advice for our clients
Ability to translate market needs into marketable solutions for clients

Client Advisory Specialist Resume Examples & Samples

Provide exceptional customer support to a portfolio of 10-20 clients by researching inquiries and sharing best practices as it relates to the Metrics that Matter® software and learning analytics
Develop strong relationships with primary support contacts at client organizations
Bring intelligent product feedback from clients to the broader Metrics that Matter team
Assist in implementing Metrics that Matter for our clients by configuring accounts, building surveys and evaluations, scheduling automated reports, etc
Document client solutions, decisions, and issue resolutions, and make regular contributions to shared team knowledge base
Lead Metrics that Matter® training sessions during implementations
Exceptional written and verbal communication
Strong time and task management
Outstanding customer service and support skills
Critical thinking, resourcefulness, and problem solving
Ability to work effectively both independently and as a member of a networked team
2 or more years of client-facing professional work experience with demonstrated dedication to clients and problem solving
Experience working in a collaborative team environment
We use Microsoft Office and Salesforce.com daily. Experience implementing or working with these or similar tools and/or with software in any of the following areas is a plus

Senior Advisory Specialist Resume Examples & Samples

Diagnosing client challenges and identifying which CEB resources will aid with solving those challenges
Intellectual curiosity and dedication to mastering complex issues
Ability to diagnose prospect/member needs and identify relevant resources
Ability to synthesize and distil large amounts of information
Ability to develop effective partnerships with diverse communities, ex. research, advisory, quant, across CEB global offices
Good sense of humor
Relevant work experience, ideally in a client facing/advisory role

VP Sanctions Advisory Specialist Resume Examples & Samples

Providing opinions, as the ultimate level within BNPP Group, in relation to US Sanctions on business initiatives, development of existing business or transactions
Manage and maintain required documentation to satisfy the audit trail requirements
Provide advisory on the updating of Norms in relation to Sanctions
Contribute to the formalization of post-mortem as necessary in relation to US Sanctions matters in order to improve the underlying processes
Responsible for sending advisory notices to the BNPP Group after changes in U.S. sanctions regulations
Partner closely with business and Compliance counterparts to understand issues, to process accordingly and provide opinions towards resolution
Undergraduate degree, finance or business related majors
5 - 10 years of experience in Compliance and/or a banking environment
Strong investigation and research skills, and experience with the Internet and on-line research systems
Detailed knowledge of U.S. sanctions, OFAC and AML regulations including the USA PATRIOT Act, and Bank Secrecy Act
Knowledge of payment messages
Knowledge of KYC documents
Working knowledge of institutional and retail banking products & services
Use of utmost discretion when handling sensitive and confidential material
Flexibility to adapt to a new and changing environment
Strong analytical skills, organization and attention to detail
Ability to
Manage multiple investigations and inquiries at the same time and meet timely deadlines
Work well with others in a fast paced environment
Knowledge of BNP Paribas Group activities and organization a plus
French language skills a plus

Portfolio Advisory Specialist Resume Examples & Samples

Perform customized risk and portfolio analytics for Financial Advisors and Home Offices
Create client-ready, portfolio analysts’ reports with relevant insights
O Provide commentary on asset allocation frameworks (e.g., Efficient Frontier analysis)
O Critique manager selection and portfolio construction processes
O Synthesize pertinent findings and research to arrive at portfolio recommendations
Deliver and effectively articulate analysts to key external stakeholders (e.g. Financial Advisors, Home Office Research, etc.)
O Create effective feedback loop to ensure proper client follow up and execution
Creates frameworks for analyzing alternative investment and risk scenarios
May help develop and market investment products, services and solutions
2-4 years relevant experience in asset or investment management
Experience in servicing Financial Advisors
Technical understanding of portfolio construction, asset allocation, and risk management
Ability to synthesize and communicate complex quantitative and investment concepts and ideas to investors
Ability to conduct complex analysis and present data in a meaningful way

Advisory Specialist Resume Examples & Samples

Deep technical understanding of Directors & Officers Liability, Employment Practices Liability, Cyber/Network Security & Privacy, Fiduciary, Errors & Omissions, Crime, Kidnap & Ransom insurance coverages
Utilizing risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for complex clients’ needs
Determines the impact of solutions and articulates the value to clients
Responsible for the final placement delivered to the client
Identifies the need for new products and develops innovative solutions for clients
Responsible for utilizing placement specialists across all zones where product, industry or account criteria dictate
Prepares client differentiation/marketing message
Receives and analyzes quotes from carriers and provides analysis to clients including analysis of: pricing, coverage, services, quote comparisons, financing, commentary and recommendation, identify differences against expiring, claims made, surplus lines, and subjectivities, loss projections, cash flows
Responsible for order bind & the accuracy of programs upon Client direction
Bring the entire team together (including product leaders if necessary) to formulate the procedure and go to market strategy we will present to our client
Responsible for policy management including follow up for policies, binders, review of policy against bound terms & conditions, request for corrections, if any and delivery of reviewed policy to Distribution for delivery to client. Can be available to review policy with client
Understands and complies with the Marsh Compliance and Transparency Standards
Has superior technical, financial, written and verbal skills required to be an acknowledged expert sought out by Brokers, clients and other Marsh colleagues
Independently develops and presents full Risk Profiles
Superior knowledge of Marsh resources and the ability to lead them in a collaborative fashion

Advisory Specialist Resume Examples & Samples

RMJ
Reviews and resolves OFAC alerts and respond to OFAC-related compliance questions
Prepares and submits CTRs in an accurate and timely manner according to regulatory guidelines
Monitors and maintains records related to the cash sale of monetary instruments
Conducts system searches in response to law enforcement inquiries provided via FinCEN’s 314(a) list
Assists with preparing customer due diligence (CDD) and enhanced due diligence (EDD) reviews, including background searches, file preparation, etc
Assists with FATCA review and approval
Complies with all applicable federal and state laws and regulations
“LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
20160425

Associate Advisory Specialist Resume Examples & Samples

Acts as lead advisory colleague on smaller less complex book of business, this includes developing solutions for standard client needs utilizing risk expertise and knowledge of industry/insurance market place to check program submissions, review clients’ exposures and loss experience
Leads/co-leads internal renewal strategy meetings and RSMs
Responsible for creating the Renewal Strategy and Submission documents for clients
Analyzes quotes from carriers and provides analysis to Advisory Specialist and/or clients including analysis of pricing, coverage, services, quote comparisons, financing, commentary and recommendation and identify differences against expiring, claims made, surplus lines, and subjectivities, loss projections, cash flows
Coordinates preparation of proposal components including analysis of pricing, coverage terms and conditions, services, quote comparisons, financing, commentary and recommendation
Supports Advisory Specialist to reach new business goals and RFP’s through research and document preparation
Responsible for execution of client’s binding instructions including delivery of CBI, binder, Binder Transmittal Letter via MART, and policy delivery
Manages follow-up on coverage changes with underwriters
Utilizes advanced knowledge of Marsh technology systems – including proprietary Practice systems - daily to manage client status and information
Maintains client and market contact at appropriate levels to execute effectively on client’s program
Identifies the need for new products and develops/suggests innovative solutions to Advisory Specialist and/or client
Supports and assists with the design, development, and marketing of new insurance and risk products
Contributes to the firm’s body of knowledge within product line through active internal communication. Keep abreast of changing risk and insurance market conditions
Contribute to retention through effective risk solutions and excellence in service
Act as mentor for Insurance Specialists
Understand and comply with Marsh Compliance and Transparency Standards
3 – 5 years in property insurance industry
Demonstrated ability to handle multiple responsibilities and projects with a high degree of detail and organization, with limited guidance

Portfolio Advisory Specialist Resume Examples & Samples

Provide commentary on asset allocation frameworks (e.g., Efficient Frontier analysis)
Critique manager selection and portfolio construction processes
Create effective feedback loop to ensure proper client follow up and execution

Energy Advisory Specialist Resume Examples & Samples

Achieve daily, weekly and monthly quota and metrics expectations
Provide exemplary customer service while educating customers on active rebate program features, service offerings, program value and benefits
Accurately identify customer accounts to effectively determine program and rebate eligibility
Assist customers with their Home Energy Report to help them understand the data reported and to navigate short term and long term solutions to reduce their energy costs
Deliver and explain savings and energy analysis results to customers and contractors
Actively listen to customer needs and goals while looking for opportunities to cross-promote other rebate programs or generate leads for future program participation
Assist customers and contractors with the program application process either by phone, web chat, or through paper submittals
Perform a desk-top eligibility review and quality validation of rebate applications submitted by customers and contractors
Stay abreast of marketing activities and provide feedback on program marketing reactions to continue development and enhancement of the energy programs
Complete all commitments offered to customer in a timely manner; i.e. call backs, application updates, email responses, etc
Identify and resolve customer issues with professionalism and with the collaboration of cross-functional team members as appropriate
Perform the assigned duties with minimal supervision, but also work in a team problem-solving environment
Follow all policies and guidelines set by company
Maintain confidentiality regarding company and utility customer information
College or some college training preferred
Entrepreneurial mindset, high energy and self-motivated, results oriented person with a strong bias for action and work ethic
Ability to work with minimal day-to-day direction
Ability to work collaboratively in a matrix- team environment
Ability to actively listen and take initiative to seek actionable solutions to customer goals or problems
Ability to listen, negotiate and work with a wide range of customers
Ability to use a computer and navigate at high functionality
An action-oriented and results-driven individual who likes to be the one-stop solution or advisor for customers
Flexible with the capacity to thrive in a high-change business environment

Advisory Specialist Wealth Resume Examples & Samples

B-Degree in Law, Tax CFP
Strong technical knowledge (Estate and Retirement Planning)
Good legislative knowledge (Estate and Retirement Planning)
Strong self confidence
Competent comprehensive skills
Excellent presentation and networking skills
Strong stakeholder management and communications skills
Computer literacy

Senior Advisory Specialist Resume Examples & Samples

Provides all Multinational Practice specific technical knowledge expertise to clients, engaged in consulting, servicing and coordination associated with placements made or delivered to the clients. Focuses predominantly on standard and complex client needs. Be well versed with country issues and specific requirements
Utilizing risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for standard clients’ needs
Understands nuances of clients industry and the related risks associated with industry and provides advice accordingly
Identifies the need for creative options and develops/suggests innovative solutions to the client and client team members
Prepares client differentiation/marketing message. Confirms coverage specifications to be submitted to carriers/markets companies
Work with international casualty placement (ICP) on marketing accounts as appropriate. If not applicable to specific accounts, then analyze quotes from carriers and provides analysis to clients and client team members including analysis of: pricing, coverage, services, quote comparisons, financing, commentary and recommendation, identify differences against expiring, claims made, surplus lines, and subjectivities, loss projections, cash flows
Responsible for bind order & the accuracy of programs based on Client direction
Participates in pre-strategy meeting to create renewal strategy work with ICP as applicable
Responsible for following up for any open items or subjectivities
Responsible for creating the Renewal Strategy and Submission documents
10+ years of relevant insurance experience
Excellent written and verbal communication skills to effectively interact with clients and colleagues
Good problem solving skills to resolve customer service issues
Demonstrated ability to organize and simultaneously handle multiple projects

Digital Advisory Specialist Resume Examples & Samples

Knowledge/Experience(What knowledge / experience of the role or the industry does the individual need, e.g. relevant work experience, industry and / or product knowledge)
Skills(What specific technical skills does the individual need and at what level, e.g. specific IT/spreadsheet/analytical/modeling skills)
Competencies(What competency skills sets does the individual need e.g. organizational skills, planning, resilience, motivation, teamwork, verbal communication etc.)
Qualifications(What academic/professional qualifications/registrations does the individual need-if relevant)
5+ years of experience, bachelors degree in technology or business with a broad skill set including business strategy and business analysis
Experience in product development, innovation management or similar roles
Strong TTS product experience with specific subject matter expertise in one or more business domains. Ideally candidates will have worked in strategy, product management, business development or solutions sales in TTS
Experience of innovation as a business discipline and how to apply an innovation methodology as a disciplined process to drive results along aggressive timelines
A demonstrated ability to deeply understand client and user needs, extract insights and integrate into the design of business solutions
Expertise leveraging/synthesizing competitor, emerging technology, and other marketplace trends to draw out implications to support the team’s overall mission and goals
Successful track record as a change leader in a comparable environment
Demonstrated ability to apply both a customer focus and a shareholder mindset to recommendations and actions
Demonstrated ability to synthesize, prioritize and drive recommendations to achieve buy-in at the executive level in a highly-matrixed, large corporate environment
Ability to design and deliver Innovation Workshops with key clients to source, co-define and co-explore potential innovation initiatives
Business/Commercial Model development and validation
Strong relationship development skill-set and ability to build personal credibility among leaders and employees across Citi, tier 1 clients and suppliers
BA/BSC educated with preference for masters qualifications or other candidates with similar business/technical qualifications

Onsite Advisory Specialist Resume Examples & Samples

Day-to-day Administrative functions, including creation and on-going maintenance of user groups, curricula and assignments for the client
Assist with creation and maintenance of the client’s training matrix
Assist with client UAT testing and validation activities
Responsible for building and maintaining client relationships at both the Client’s Primary System Administrator and Management level, providing ongoing total quality account management through teamwork and proactive client communication. This includes regularly scheduled status calls, metrics, and pre and post implementation support
Identification of account needs and then collaborating with resources within Learning & Performance Practice/Sales to develop plans to meet the needs
Manage and own client issues as it relates to their software platform Admin needs through entire issue lifecycle
Develop and maintain deep knowledge of clients’ system customizations and interoperability with their in-house applications
Responsible for making System Administrative updates as requested
Supporting client services to document and track all relevant client issues and activity
May be required to participate in creating and maintaining user manuals, system courses, monthly newsletters, and other reference and training support materials
Respond quickly to incidents, problems and changes in client needs and requests
Troubleshoot and resolve incidents, requests (major and minor) including working with client services teams as needed
Perform routine maintenance as needed on client’s behalf and apply environment/ platform updates within client’s production environment
Support the Team as necessary with other non-Admin related activities, such as onsite training as necessary
Recommends changes to improve systems and network configurations, and determine hardware or software requirements related to such changes
Uses established change management processes, requiring operational procedures be performed with minimal customer impact
Ensure department compliance with regulations of 21 CFR Part 11 and all company processes directed by SOPs, for clients where appropriate
Outstanding organizational and communication (verbal and written) skills
Superior troubleshooting abilities a must
Intermediate knowledge of MS Excel, MS Word, MS Outlook
Ability to handle multiple projects on different timelines
Prior experience in the Pharmaceutical Industry and/or other regulated industries, adult education, customer support, sales support, project management and or training in the computer software industry
Experience with web-based products and software a plus
University Degree (equivalent to a Bachelors degree) in Applied Science, Computer Science, Educational Technology, or a related field, plus generally 4 to six plus years of directly related experience
Knowledge of computer systems including network infrastructure, and Oracle Enterprise Systems a plus
Ability to multi task and manage multiple activities with daily operational tasks well ensuring tasks are completed on time
Demonstrated ability to work independently, and demonstrated high level organizational and multi-tasking skills in a technical environment
Advanced knowledge of eLearning authoring tools a plus
50%+ travel is a requirement

Supv Individual Taxpayer Advisory Specialist Resume Examples & Samples

1 to 5 nights per month
Knowledge of management techniques, methods, theories, principles, and labor relations concepts, to assure optimum utilization of personnel, equipment, and space for the accomplishment of all program objectives with combined technical and administrative oversight
Knowledge and understanding of regulations, other official guidance and principles, including the latest procedures and techniques sufficient to oversee the planning, development and implementation of the technical aspects of programs specific to the position being filled
Knowledge of basic budget management principles and practices (i.e. ability to maintain and manage financial resources); and
Knowledge of communicative techniques to effectively and diplomatically interact with internal and external customers

Senior Casualty Advisory Specialist Resume Examples & Samples

Mentor junior colleagues on technical broking techniques including strategy and tactical execution
Assist in developing innovative thought leadership ideas to address current market dislocation thus creating a broader casualty value proposition and growth opportunities. (Measure: 1 per quarter)
Assist and actively participate both defensive and offensive RFP opportunities to help achieve our Retention, Yield, Expanded, and New Business goals. (Measure: 1 per month)
Act as the liaison with our Industry Practice Leaders, WC Center of Excellence, and Marsh Global Analytics Group, delivering expertise and value for our clients and prospects while broadening our Practice offerings
Minimum of 15 years of industry experience in the Primary and Excess Casualty lines
Brokerage or insurance company experience preferred - captive, reinsurance and alternative risk financing expertise a plus

Associate Advisory Specialist Resume Examples & Samples

Act as mentor for Advisory Reps and Sr. Advisory Reps
Serves as advisor to Advisory Representatives and Senior Advisory Representatives and is responsible for coaching, mentoring, and sharing knowledge with them
Has mastered all scope responsibilities of the Senior Advisory Representative position
Three 3 – 5 years years in insurance industry

Senior Advisory Specialist Resume Examples & Samples

Work closely with all Casualty Advisory and Placement colleagues performing Strategic Analyses of both Primary and Excess Casualty Placements in both quantitative and coverage areas. (Measure: 2 per month)
Maintain key senior relationships with our major trading partners
Maintain a senior advisory role on several major Casualty accounts, especially in those offices without senior Casualty Advisory expertise. (Measure: 4 major accounts)
Partner with our Casualty Growth Leader to Initiate and/or help close new and expanded revenue opportunities. (Measure: $2M per year)
Work with Distribution colleagues (Leadership, Client Executives, Industry Leaders and Sales Professionals) to articulate the complete value proposition of the Marsh Casualty Practice
High proficiency in Casualty analytical tools and modeling
Intimate knowledge of all casualty coverage forms
Growth and innovation oriented
Able to distill complex concepts into simple, practical, and relevant applications
Travel – 35%

Senior Advisory Specialist Resume Examples & Samples

Work closely with all Property Advisory and Placement colleagues performing Strategic Analyses of Property Placements in both quantitative and coverage areas. (Measure: 2 per month)
Assist in developing innovative thought leadership ideas to address current market dislocation thus creating a broader property value proposition and growth opportunities. (Measure: 1 per quarter)
Act as the liaison with our Industry Practice Leaders, Center of Excellence, and Marsh Global Analytics Group, delivering expertise and value for our clients and prospects while broadening our Practice offerings
Maintain a senior advisory role on several major Property accounts, especially in those offices without senior Property Advisory expertise. (Measure: 4 major accounts)
Minimum of 15 years of industry experience in Property lines

Advisory Specialist Resume Examples & Samples

Utilizes risk expertise and knowledge of industry and insurance market place, reviews clients’ exposures and loss experience and develops solutions for clients’ needs
Analyzes quotes from carriers and provides analysis to clients and client team members including analysis of: pricing, coverage, services, quote comparisons, financing, commentary and recommendation, identify differences against expiring, claims made, surplus lines, and subjectivities, loss projections, cash flows
Participates in pre-strategy meeting to create renewal strategy
Prepares proposal component analysis

Advisory Specialist Resume Examples & Samples

Understands nuances of clients industry and the related risks and provides advice accordingly
3-7 years of Industry specific experience
Professional & Management liability experience
D&O experience a must
P&C license preferred, or will need to obtain within first 90 days of employment

Advisory Specialist Resume Examples & Samples

Responsible for raising and retaining assets by creating opportunity based Advisory proposals and supporting their delivery to advisors through sales associate coaching and direct sales call support
Responsible for providing proactive and reactive Advisory expertise and education to all Sales Division associates
Serves as first point of contact on behalf of the Investment Services Group to the external sales force for mutual fund, SMA, portfolio construction, and other investment industry related questions
Provides support and may deliver presentations at advisor forums and firm or industry conferences
Provides training to elevate the overall Advisory and portfolio construction knowledge of Sales Division associates
3+ years of investment industry experience. Knowledge of Advisory business, retirement solutions and other applicable investment products desired
Demonstrates a deep knowledge of American Funds products and services
Demonstrate high degrees of initiative in identifying challenges/opportunities and recommending solutions
Strong communication and analytical skills and attention to detail in areas of high complexity
Ability to collaborate effectively with a diverse group of associates and clients
Advanced accreditations (CIMA, CFA, CFP) preferred

Downstream Advisory Specialist Resume Examples & Samples

LP (Linear Programming) planning, scheduling and optimization: you will be familiar with LP modeling in different environments such as PIMS, RPMS, etc
Process engineering: you will have experience in process unit operations in refinery and petrochemicals (e.g., distillation, thermal conversion, hydrocracking, catalytic cracking, aromatics, olefins, polymers, utilities, etc.); you will have expertise in optimizing plant operations, running process simulation models or designing and executing small projects
Maintenance and reliability engineering: you will be familiar with maintenance scope definition and execution, maintenance processes, reliability centered maintenance, turnaround management, etc
Marketing, sales and distribution: you will have worked in account management, channel management, market analysis etc. for petroleum or petrochemical products
Participate in or lead key internal knowledge-building initiatives
Participate in and contribute to practice conferences and workshops

Supervisory Individual Taxpayer Advisory Specialist Nte Yr Resume Examples & Samples

Knowledge and experience in tax law, collection procedures, and auditing
Skill in providing assistance and dealing effectively with taxpayers and their representatives to provide and promote quality customer service
The experience may have been gained in the public sector, private sector or Volunteer Service. One year of experience refers to full-timework; part-timework is considered on a prorated basis

IB Advisory Specialist Resume Examples & Samples

Collaborates and engages closely and focused on day to day operations, future vision and E2E deal management support
Builds and manages relationships with immediate business stakeholders/internal customers of our operations
Should have an excellent understanding of the process and comes up with process efficiency ideas and solutions to the problems

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