Advisor, Program Job Description

Advisor, Program Job Description

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Advisor, program provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services.

Advisor, Program Duties & Responsibilities

To write an effective advisor, program job description, begin by listing detailed duties, responsibilities and expectations. We have included advisor, program job description templates that you can modify and use.

Sample responsibilities for this position include:

May be under the direction of a program manager or a portfolio manager
In addition to regular project communications, responsible to prepare, present, and distribute project information to both internal and external stakeholders
Develops work statements, scope/priority definitions, budgets and schedules for assigned moderately complex projects/programs/portfolio
Selects and/or oversee the selection of assigned personnel for projects
Monitors project/program/portfolio status and identifies risks
Maintains grade and quality of project/program/portfolio deliverables within defined and agreed upon pro-gram requirements
Gathers feedback from client on program results
Leads assigned personnel for projects/program(s)/portfolio
Prepares and recommends project/program/portfolio operating and personnel budgets for approval
Coordinate, and manage outreach and orientation programming for Stanford students enrolled in BOSP programs

Advisor, Program Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisor, Program

List any licenses or certifications required by the position: PMP, CFP, CSPO, CSM, CSD, CAPM, ICS, HSEEP, IS700, NIMS

Education for Advisor, Program

Typically a job would require a certain level of education.

Employers hiring for the advisor, program job most commonly would prefer for their future employee to have a relevant degree such as Master's and Bachelor's Degree in Education, Business, Management, Communication, Graduate, Project Management, Human Relations, Design, Leadership, Financial Planning

Skills for Advisor, Program

Desired skills for advisor, program include:

Financial planning wealth management tools
Techniques and strategies
Firm’s latest planning tools
Banking solutions and processes to advise customers
Investment products and services
Federal and state education laws and educational best practice
Educational challenges youth in care face and familiarity with solutions
Broad application of advanced principles
Concepts and techniques in marketing disciplines

Desired experience for advisor, program includes:

May train and supervise volunteers, student and temporary workers
Undergraduate degree in Computer Science or Engineering preferred
You possess a strong technical background, obsessed with data, are detail driven, and have excellent problem solving skills
International study experience required
BS in Business, Computer Science or Program Management oriented degree
5+ years of project/program management experience in a Creative Design environment with high level of responsibility

Advisor, Program Examples

1

Advisor, Program Job Description

Job Description Example
Our innovative and growing company is hiring for an advisor, program. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, program
  • The qualified candidate shall use written communications to create memos, complete required forms write e-mail correspondence and thank you letters
  • The qualified candidate shall participate with other staff members in researching, gathering and compiling briefing materials, talking points and executive summaries for use by the supervisor and other managers at meetings and conferences
  • The qualified candidate shall prepare correspondence, status reports, schedules and technical reports in final format from drafts, ensuring correct grammar and punctuation
  • The qualified candidate shall respond to requests for information and communicate requests for information to the proper action officer, track status of various requests and action items and provide updates as needed
  • The qualified candidate may be required to organize, attend, host, and facilitate program meetings discussions as directed by the Government
  • Manage the efficient and cost effective management of programs and completion of projects
  • Ensure contractors and vendors perform duties according to the organization's specifications and schedule
  • Ensure that all regulations or requirements are identified and met
  • Monitor and maintain program and project schedules and deadlines
  • Oversee on-site installation adjustments as necessary
Qualifications for advisor, program
  • Detail oriented and ability to manage multiple tasks simultaneously
  • Strong customer service skills and ability to serve a diverse audience
  • Microsoft Office Suite such as Word, Excel and PowerPoint
  • Google Platform including email, Google Drive
  • Working with student government and student leaders in a variety of settings—retreats, advising on student clubs and activities, coordination of travel for student as needed for student government and student clubs
  • Driven, self-motivated, organized and detail oriented
2

Advisor, Program Job Description

Job Description Example
Our growing company is hiring for an advisor, program. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, program
  • Serve as advisor for the Environmental and Sustainability Studies degree, meeting with and advising incoming and current students on education plans, degree evaluations, graduation requirements
  • Teach and/or co-teach a series of courses for NCC related to conservation and sustainability
  • Participate in student recruitment and retention activities, where applicable
  • Serve as key contact for many of the LAUSD high school college centers collaborating with the Pullias Center
  • Collaborate with campus groups and organizations city and statewide programs to disseminate information on the Pullias Center programs
  • Provides cross functional support on large scale programs or multiple complex projects that affect organizational long-term goals and objectives
  • Assist Director, Advisor Recruiting in execution of duties to guide SRCs and RSs in support of recruiting goals
  • Partner with five divisional recruiting teams to achieve annual recruiting goals
  • Support Director, Advisor Recruiting, design, plan and implement enterprise-wide Advisor Recruiting campaigns, sponsorships, events, and social media activities
  • Monitor, track and report on effectiveness of campaigns, sponsorships, events, and social media
Qualifications for advisor, program
  • Ability to present clear and concise information to cross-functional teams, senior management, internal and external customers
  • Extensive knowledge of college admissions for public universities (UC & CSU preferably)
  • General knowledge of Los Angeles Unified School District high schools (school demographics and locations)
  • General knowledge of effective communication strategies and practices, especially with high school students
  • 1+ years of client focused Sales/Account Management experience (excellent relationship building/maintenance skills)
  • Effectively communicate product, price and procedure information to customers and field sales representatives
3

Advisor, Program Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisor, program. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, program
  • Supporting strategic, targeted and actionable change plans through the development of core messaging, tactics and implementation to enhance employee understanding, improve customer retention and mitigate risks associated with complex change
  • Overseeing the development, planning and execution of urgent customer and employee messaging, as required, to communicate changes, project initiatives, encourage information sharing and support other communication needs
  • Building TPS industry profile through the expansion of the group’s thought leadership program, including content publishing, and continued commitment to quarterly client events
  • Participating in the development and execution of an integrated marketing strategy in partnership with Corporate Marketing, including the ongoing development of our external marketing presence and conference strategy
  • Management of TPS Client Advisory Council, including program design, customer engagement, agenda planning and meeting preparation
  • Maintaining the BMO standard for writing, style, voice, and look-and-feel, in collaboration with BMO Corporate Marketing for all external communications
  • Coordinating retention activities including student mentor programs, tutor services, personal counseling, and study skills workshops
  • Collaborating with the SHAC, Career Services, and Africana Studies to create workshops and lectures for our students
  • Coordinating all of our special events such as our welcome back event, our Awards and Recognition ceremony, our high school African American student day, and our Winter Roots Ceremony
  • Planning, developing and overseeing community outreach activities for underrepresented student populations
Qualifications for advisor, program
  • In-depth knowledge and understanding of current Recruiting methods, techniques, and practices, especially in the use of internet recruiting resources and field recruiting techniques
  • In-depth knowledge and understanding of current Training methods, techniques, and practices
  • Proficient in utilizing e-contact systems such as Peer360 and other similar tools
  • Proficient in utilizing major and specialized job boards, , Indeed, LinkedIn, Monster and Careerbuilder
  • 3+ years of hands on coding experience with Java, C++ or C#, Perl, Android or iOS
  • Graduation from college and two (2) years of related experience
4

Advisor, Program Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisor, program. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisor, program
  • Complete visit documentation after each client update on a timely basis
  • Meet with supervising care coordinator to review individualized care plans and reports new/additional information
  • Participate in pertinent seminars/education programs
  • Conduct follow-up phone calls with enrolled prenatal patients
  • Keep provider’s offices updated on any pertinent information of patient as the need arises
  • Partners with field operations to support staff retention, family retention, and enrollment through Educational Excellence
  • Coordinates and consults on required training in collaboration with field operations and conducts site trainings as appropriate to support enhanced quality, accreditation, licensing and QRIS
  • Develops and maintains collaborative professional relationships with a diverse group of internal and external stakeholders including executive/senior management and region business partners
  • Participates in the development of materials needed to support program quality
  • Other tasks as needed and assigned
Qualifications for advisor, program
  • Ability to maintain confidentiality in a variety of areas and handle sensitive matters discreetly and tactfully
  • Ability to form networks and work collaboratively
  • Extensive knowledge of the AppleCare Contact Center Tools and Procedures is a must
  • Completed degree(s) from an accredited institution that
  • 1 to 3 years of experience working as an international student/scholar advisor
  • 1 to 3 years of experience in an international or multi-cultural setting
5

Advisor, Program Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of advisor, program. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisor, program
  • Develop Navy Doctrine, Organization, Training, Materiel, Leadership and Education, Personnel, Facilities and Policy (DOTMLPF-P) related products to support a wide range of DON antiterrorism, force protection, counterintelligence, human resources, law enforcement, security, user activity monitoring, and information assurance related activities that directly and indirectly support the Navy's insider threat deterrence, detection and mitigation mission
  • Develop, implement, and assess compliance of the Navy's Insider Threat program
  • Produce Insider Threat Cyber Security briefings and analysis reports to provide an evaluation of current or planned capabilities or policies and impacts to the Navy program
  • Implement Continuous Evaluation (CE) activities for all naval personnel in support of Office of the Director of National Intelligence (ODNI), Office of the Secretary of Defense (OSD), DOD, Secretary of the Navy (SECNAV), and Office of the Chief of Naval Operations (OPNAV) activities
  • Analyze DOD, IC, Navy, and Industry best practices knowledge bases to develop recommendations for deploying insider threat mitigation capabilities across Navy architectures, both ashore and afloat, aligned as appropriate with DOD, IC, and other mission partners
  • Develop effective strategic communications, education plans, and associated products designed for Navy workforce awareness of insider threats and how the Navy is working to mitigate those threats
  • Develop and update insider threat related Concepts of Operation (CONOPS), Implementation Plans, Standard Operating Procedures (SOPs), and various strategy documents, instructions, directives, policy documents, program briefings, white papers, reports, and staffing packages up to the SECRET Not Releasable to Foreign Nationals/Governments/Non-US Citizens (NOFORN) classification level
  • Attend and participate in Government and contractor meetings, providing subject matter expertise in support of insider threat related briefings, program working group meetings, seminars, symposiums, technical exchanges, and workshops
  • Provide administrative support for the coordination, facilitation, and execution of insider threat related meetings and technical conferences
  • Provide support to develop, implement, and assess compliance of the Navy random polygraph program
Qualifications for advisor, program
  • Excellent organizational and time management skills, with ability to independently set priorities, coordinate and complete a number of competing assignments within established deadlines
  • Excellent analytical skills, with the ability to investigate, assemble, analyze, interpret, and apply information from a wide variety of sources
  • Strong relationship management, strategic thinking and influencing skills
  • Experience in providing academic advising to students in a high school/collegiate environment
  • 8+ years' experience as a technical Program Manager in the high tech industry
  • Excellent Program Management, troubleshooting, problem solving, communication and presentation skills

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