Advisory Specialist Job Description

Advisory Specialist Job Description

180 votes for Advisory Specialist
Advisory specialist provides expertise to teams in the use of Lean Six Sigma tools including: charters, measurement plans, value stream mapping, root cause analysis, statistical tools including Minitab, tactical implementation plans, control plans, and change management techniques.

Advisory Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Other duties, as assigned by Team Leader/Supervisor/Manager
Provide proactive and reactive product-related phone support
Provide general education, product specific education and services for clients through individual or group meetings that may include branch visits, seminars, and conference/trade shows
Encourage financial advisors who attend conferences in their efforts to integrate Passport into their practice
Work closely with internal partners to initiate sales campaigns, identify advisors to include in the campaign and ultimately contact advisors and create success from the campaigns
Maintain market and specific product knowledge of the Passport product
Assist with the creation of reports and or databases as needed
Manage expense account with an allotted budget
Contact mangers, obtaining the information needed in order to properly establish the manager in our system
Establish coding for each program, manager and portfolio available through our Advisory Programs

Advisory Specialist Qualifications

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

Licensing or Certifications for Advisory Specialist

List any licenses or certifications required by the position: ITIL, CISA, PMP, TOGAF, VM, ITAM, CSAM, CPA, RHCE, CMFAS

Education for Advisory Specialist

Typically a job would require a certain level of education.

Employers hiring for the advisory specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Finance, Accounting, The College, Business, Business/Administration, Computer Science, Graduate Education, Economics, Graduate

Skills for Advisory Specialist

Desired skills for advisory specialist include:

Industry and insurance market place
Lean Six Sigma techniques & statistical tools
Industry/insurance market place to check program submissions
Professionally managed investment products
Review clients’ exposures and loss experience
Casualty coverage forms
Hypothetical/illustration tools
ML product websites
Wealth management business

Desired experience for advisory specialist includes:

Has working experience as technical sales support or system integrator in storage area
Database or Unix System product knowledge/skills/experience is a plus
Hands on skill is a plus
Ability to articulate and compare alternative solution approaches
Maintain coding tables used for proxy voting, workflow, account set-up, billing, trading and performance reporting
Communicate with external and internal portfolio traders during the initial set-up process, providing them with the information they need to access the trading system

Advisory Specialist Examples


Advisory Specialist Job Description

Job Description Example
Our company is growing rapidly and is looking for an advisory specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory specialist
  • Respond to inquiries related to proxy voting
  • Understand the Beta Access files related to our department so that our internal processes can be evaluated and enhanced as needed so that we become more efficient
  • Development of policies and procedures in light of regulatory, business and compliance developments
  • Work together with CSG marketing personnel to develop effective product marketing, presentation and proposal materials
  • Review investment managers, portfolios of mutual fund and exchange-traded fund characteristics and matching them to client objectives
  • Review clients portfolio and recommend proper asset allocation based on the client’s investment objectives and risk tolerance
  • Provide appropriate solutions to client’s needs based on a needs based approach
  • Research and maintain files on competitive products and pricing as it relates to advisory programs
  • Deliver recruit presentations as requested/ Conduct (limited) on-site meetings and branch conference calls/ Assist with workshops as they present themselves necessary
  • Provide training and support for APS Regional Sales Managers, Financial Advisors, Private Wealth Advisors, branch management support staff, and Field Support Services team
Qualifications for advisory specialist
  • At least 1 year experience in Selling solutions where AIX & Linux are the primary operating environments
  • Deep Telco industry insights and more than 6 months Telco industry working experience
  • Indepth knowledge of IT, especially in Server/Open Source
  • MSP/CSP experience is perfect
  • At least 6 months experience in Telco industry experience
  • Deep Telco industry insights and 2 Years Telco/Internet industry working experience

Advisory Specialist Job Description

Job Description Example
Our company is hiring for an advisory specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory specialist
  • Develop and implement scalable solutions for aggregation and delivery of project results, customized to specific client requirements, including development of dynamic output
  • Providing direction and manage network vulnerability assessments, deploying security technology and developing a broad range of complex security solutions
  • Oversight and coordination of technical security projects
  • Coordinates with customer Compliance and Security teams to ensure the Private Cloud is compliant
  • Assists the Cloud Architect with design and technical direction from security
  • Ensure that the security of the technical environment is properly maintained and correctly designed
  • Identify security systems performance improvements and oversees the development and correct use of tools
  • Manage external technology vendor relationships
  • Executing security architecture reviews, security risk assessments and security testing for applications
  • Administer complex risk mitigation processes including the surveillance of activity, adherence to firm policy & regulatory regulations, performing trending analyses, and presenting concerns to leadership for consideration
Qualifications for advisory specialist
  • Must have at least 1-3 years experience in financial services, Investment Advisory services experience a plus
  • Ability to prioritize , mulit-task, and work in a team environment independently
  • Demonstrable written and verbal communication both on the phone in public
  • Strong customer relationship management and servicing skills internal corporate relationship management capabilities
  • Time Management – Initiative and self-direction when performing tasks
  • At least 1-2 years of experience with several data management and visualization tools

Advisory Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of advisory specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisory specialist
  • Responsible for creating and updating firm policies & advisory compliance procedures
  • Act as a service matter expert on several departmental functions
  • Provide support and guidance to the advisory compliance department, Sales & Supervision, Regional Management, and advisory compliance officers
  • Serve as a subject matter expert to Portfolio Managers, Financial Advisors, and others in the field to educate them on general inquiries about the platform
  • Assist in addressing immediate operational issues regarding the platform with the field
  • Assist with mapping Financial Advisor recruits into appropriate products
  • Handle account-level exception requests from the field
  • Assist the Advisory SMPs in providing marketing support for Advisory market offerings and/or industries, leading a variety of activities
  • Work with SMPs, PPDs (serving as subject matter experts (SMEs)), and potentially external vendors, to draft outlines and content for thought leadership (whitepapers, reports, surveys, podcasts, webcasts, ), practice perspectives, sales collateral, external newsletters, , coordinating reviews and approvals by SMEs, Risk (QRM) and other reviewers, and creating entries in the Eminence/Marketing Registry
  • Coordinate with Communications and Knowledge Management for internal awareness development of various marketing efforts
Qualifications for advisory specialist
  • PC skills including MS Office products and ability to learn other computer software applications
  • College degree or 3 years prior clerical/administrative experience in a wealth management support function
  • Identifies customer’s key decision-makers and networks to gain an understanding of their unique perspectives
  • Native or near native level of Dutch/Flemish extensive cultural awareness of the Benelux market
  • Series 7 and 66 or combination of Series 63 and Series 65
  • Knowledge of advisory and investment concepts, practices and procedures

Advisory Specialist Job Description

Job Description Example
Our growing company is hiring for an advisory specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory specialist
  • Collaborate with other marketers to coordinate and cross-promote campaign activities across Advisory and the broader firm
  • Support information requests from Advisory practice for foundational materials (e.g., About Advisory decks, collateral, and leadership bios) in support of targeting/pursuit opportunities
  • Help monitor marketing budget and ROI for Market Offering and Industry/Clients across campaigns
  • Manage information gathering for ongoing Advisory and Market Development reporting requirements
  • Support Advisory Marketing team meeting planning and logistics
  • Serve as a core team contributor for cross-market offering “connective tissue’ campaigns, advancing the campaign and supporting in all of the above capacities
  • Develop relationships with senior investment professionals including CEOs, CIOs, strategists, asset allocation committees, portfolio managers, and ETF research analysts
  • Candidate should be solutions-oriented and have a strong understanding of the global markets, investment strategy, and the uses of indexes in the investment process (asset allocation, benchmarking, portfolio attribution, reporting)
  • Provide feedback from clients to Product Management, Marketing, Sales Colleagues and Research
  • Coordinate and structure presentation materials for client meetings and marketing campaigns
Qualifications for advisory specialist
  • 2-4 years of relevant professional experience in the financial services industry required
  • Background in applicable systems used by brokers/dealers (Albridge, Thomson ONE, Envestnet, ) preferred
  • Experience working with Financial Advisors preferred
  • Strong, proven communication and organizational skills
  • Supporting clients to deliver superior shareholder returns from integrations or carve outs
  • Developing expertise in synergy tracking, reporting, risk and issue management, change control and stakeholder management

Advisory Specialist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of advisory specialist. 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 advisory specialist
  • Position reports directly to the Americas Head of Index Wealth Advisory
  • Establish communication routines to keep internal stakeholders informed of portfolio status, project timelines, budget impact
  • Primary focus will be working with Advisory Sales and Consulting team and the LFN Financial Advisors to aid in platform consolidation initiatives, proposal generation, and analysis of the assets spread across the current LFN asset management platforms
  • Performs and delivers on active campaigns within territory/region to promote Advisory initiatives to advisors and staff
  • Communicates processes and procedural aspects of the advisory platform to advisors and staff over the phone
  • Fields inbound calls from advisors and their staff in support of all regions and provide advice and guidance to advisors
  • Coordinates and prepares Advisory Consultants for their in office training seminars with advisors and their staff
  • Communicates to advisors on changes and impact to their practice
  • Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of your region of responsibility
  • Identifies and communicates process improvements that reduce workloads and improve quality for the Advisory Platform initiatives
Qualifications for advisory specialist
  • Contributing in varied ways, from leading large teams to working hands-on with senior executives
  • 1+ year(s) of experience, preferably in marketing or communications
  • Ability to use sound judgement and take initiative to move projects forward
  • Interest in developing a foundational knowledge of the business and its strategies
  • Demonstrated understanding of marketing communications techniques, buyer targeting, and channels with an appreciation for innovative B2B marketing trends and capabilities
  • Self-motivated, confident individual

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