Advisory Strategy Job Description

Advisory Strategy Job Description

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Advisory strategy provides proactive and current market research and analytical support as part of the evaluation and assessment of new market/growth opportunities.

Advisory Strategy Duties & Responsibilities

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

Sample responsibilities for this position include:

Develop and deliver relevant, highly impactful macro insights and product implementation
Elevate the market proficiency / effectiveness of GSAM sales professionals through ongoing training, communication of relevant market analytics, and the development of sales ideas
Develop content for use in client meetings/presentations
Lead and present at client events (in-person meetings, conference calls)
Work closely with TPD sales teams to facilitate product sales by providing a high level of market context and expertise
Develop strong rapport with portfolio management and GIR research teams
Grow talent within a combined team of Product Strategists and Portfolio Consultants
Develop and execute an ongoing business strategy to increase adoption, penetration, activation and usage for both Card Services and our clients
Lead creatively by focusing on solving market problems by harnessing the organization’s competencies
Achieve annual revenue, adoption, penetration, activation and usage goals

Advisory Strategy Qualifications

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

Licensing or Certifications for Advisory Strategy

List any licenses or certifications required by the position: TOGAF, CISA, CISM, CISSP, PMP, AW, CCSP, CIA, IEC, ISO

Education for Advisory Strategy

Typically a job would require a certain level of education.

Employers hiring for the advisory strategy job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Graduate, Business, Management, Economics, Leadership Development, Human Resources Development, Computer Science, Design, Technology

Skills for Advisory Strategy

Desired skills for advisory strategy include:

Facilities and servers
Networking
Scripting
Storage
Contractual escalations and matters
Data mining
Econometrics
Evaluation of new services
Gartner research to help resolve strategy and growth-related problems for clients

Desired experience for advisory strategy includes:

Language skills preferred with a focus on Italian, German and French
Strong understanding of market dynamics, across asset classes
Excellent communication and presentation skills, with a particular focus on translating/reducing otherwise complicated financial concepts into a readily digestible format for our target audience
Knowledge of GSAM investment capabilities or other investment managers preferred
Strong proficiency with Bloomberg, FactSet, and Morningstar Direct
Deep Liquidity and Payables and Receivables expertise is required, both in terms of business knowledge and future trends, regulatory impacts and regulator appetite around the globe

Advisory Strategy Examples

1

Advisory Strategy Job Description

Job Description Example
Our growing company is hiring for an advisory strategy. 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 strategy
  • Serve as the market and competitive expert on analytics & advisory services
  • Collaborate with Legal on product contracts, patent filing and exploration, and maintaining product standards in line with current legal and regulatory requirements
  • Maintain monthly & quarterly executive level dashboards
  • Driving the ECRS’s thought leadership on regulatory initiatives in insurance, by identifying relevant topics as the regulatory landscape develops, and drafting cogent analyses of the opportunities and challenges these present to firms
  • Playing a key role in the ECRS senior management team, including the team’s strategic direction and growth, recruitment, growth and staff development
  • Play a key role in managing the ECRS insurance team alongside other senior members
  • Guide junior team members to provide research, data processing, and analytical support FAS service lines in business development, project delivery, knowledge management and thought leadership initiatives
  • Lead small team to delivery sophisticated analytical tasks and thought leadership initiatives under guidance from senior staff from FAS service lines
  • Support Managers and Service Line Coaches in practice development initiatives include but not limited to
  • Leading the analysis and assessment of new regulatory requirements in the insurance sector, working with regulatory specialists to form a point of view the key issues and strategic implications for clients
Qualifications for advisory strategy
  • Proven ability to grow revenue of assigned portfolio by 7% annually (minimum)
  • Customer loyalty experience preferred
  • Past P&L responsibility
  • Experience in card payment services and related products, the overall card industry, including competition and financial institutions
  • Ability to conduct financial analysis, compile metrics and articulate results to relevant audience
  • Demonstrated competencies – financial & business acumen, executive relations, competitive selling, planning, presentation, executive credibility, negotiation, consultative selling, and value creation
2

Advisory Strategy Job Description

Job Description Example
Our company is searching for experienced candidates for the position of advisory strategy. 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 strategy
  • Working closely and effectively with the ECRS senior management team and stakeholders throughout the European network and beyond
  • Tracking new policy debates and identifying emerging topics
  • Effectively supporting the assessment of the financial and operational impact of regulatory developments on clients within the insurance sector
  • Engaging with client facing teams to support them in the regulatory impact analysis of specific issues and challenges
  • Leading the ECRS’s thought leadership on regulatory initiatives in insurance and reinsurance, by identifying relevant topics as the regulatory landscape develops
  • Leading the ECRS insurance team alongside other senior members, including building skills and capabilities across all grades
  • Manage/Facilitate firm and CAC initiatives and remediations
  • Partner with appropriate WM teams to further ongoing and adhoc projects
  • Data analysis and reporting on initiatives and remediations
  • Maintain the CAC Remediation log and calendar
Qualifications for advisory strategy
  • Assist in developing strategic and analytical frameworks, and own end-to-end responsibility for components of a project / initiative
  • Participate in discussions with management and support delivery of conclusions derived from projects to advise on real-time issues longer-term strategic planning
  • Strong people and leadership skills, and ability to manage senior stakeholder expectations
  • A demonstrated interest in working on financial services regulation and policy, and/or in the financial services industry
  • Graduated from a degree program, where English is the language of instruction, or CET-6 or above, or equivalent qualification (IELTS 6.5 / TOEFL 95 or above)
  • 2-3 years of experience in management consulting, financial advisory, equity research, academic research (in the area of economics, planning & public policy, finance, management studies preferred), or other research and advisory related work
3

Advisory Strategy Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of advisory strategy. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory strategy
  • Leading the analysis and assessment of the current and upcoming regulatory requirements relevant to FinTech sector, as well on the challenges new technologies and innovation pose to regulators
  • Assisting in driving the ECRS’s thought leadership on FinTech regulatory initiatives, by identifying relevant topics as the regulatory landscape develops
  • Effectively supporting the assessment of the financial and operational impact of regulatory developments on clients within the FinTech sector
  • Assisting in the analysis and assessment of new regulatory requirements in wholesale conduct, and affecting the compliance function, working with regulatory specialists to form a point of view on the key issues and strategic implications for clients
  • Assisting in driving the ECRS’s thought leadership on regulatory initiatives in wholesale conduct and for the compliance function, by identifying relevant topics as the regulatory landscape develops
  • Effectively supporting the assessment of the financial and operational impact of wholesale conduct regulatory developments on clients within the banking, capital markets and investment management sectors and of the compliance function across sectors in the financial services industry
  • Working closely across business functions such as finance, marketing, internal communications, to execute, monitor and report progress against strategic priorities
  • Driving forward thought leadership on the issues identified
  • Ensuring the ECRS maintains an overview of relevant developments, including through tracking new policy initiatives, identifying emerging topics and developing relevant contacts with regulators, policymakers and with industry
  • Managing resources, delivering work to agreed deadlines and ensuring the quality of outputs
Qualifications for advisory strategy
  • College Bachelor Degree
  • 211/985 University preferred
  • No requirement on subject of study, knowledge in economics, finance and/or business administration is critical
  • Several years of experience in regulatory environment within the insurance industry
  • Solid understanding of the insurance sector, including some knowledge of insurance prudential issues
  • Strong interpersonal skills and confidence to liaise and build relationships with a variety of stakeholders
4

Advisory Strategy Job Description

Job Description Example
Our growing company is looking to fill the role of advisory strategy. 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 strategy
  • Contributing to cross-team initiatives
  • Leading the analysis and assessment of new regulatory requirements relating to capital markets regulation, working with regulatory specialists to form a point of view on the key issues and strategic implications for our clients
  • Assisting in driving forward the ECRS’s thought leadership on regulatory initiatives relating to capital markets, by identifying relevant topics as the regulatory landscape develops, in collaboration with the ECRS senior management team
  • Tracking new policy initiatives and identifying emerging topics
  • Managing resources, delivering work to agreed deadlines and taking steps to ensure the quality of outputs
  • Engaging with client-facing teams and directly with clients to leverage the analysis
  • Coordinate collection and prioritization of feedback the Company's response
  • Lead efforts to produce a Client Value Report for the assigned portfolio of enterprise customers
  • Liaise with colleagues across the business marketing, to create targeted campaigns to raise awareness or educate on specific A&A topics
  • Regularly coordinates and collaborates with the Product Management function on market developments, customer feedback, and profession trends
Qualifications for advisory strategy
  • Strong analytical and problem solving skills the ability to process large amounts of information and summarise it effectively
  • A good working knowledge of the regulatory rule-making process and political landscape
  • Exceptional presentation and business writing skills, preferably with demonstrable experience in writing commercial thought leadership in insurance regulation
  • Coursework or work experience in outsourcing strategy or execution
  • Working knowledge of the outsourcing vendor landscape
  • Ability to determine client needs using standard assessment techniques and tools innovative approaches to make recommendations to drive business performance
5

Advisory Strategy Job Description

Job Description Example
Our growing company is looking to fill the role of advisory strategy. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory strategy
  • Develop and maintain channel business plans
  • Coordinate key channel processes including channel leadership committees, reviews of business results, sales management meetings, revenue budgeting and forecasting
  • Involvement in business development and marketing activities to initiate and maintain contact with target companies, private equity and banks
  • There will be occasional travel for project needs
  • Lead and execute a module or a work stream of a project, often with the support from Project Manager
  • Work as a team member and fulfill key project assignments, including research, analysis, output production
  • Deliver high quality outputs to meet the challenges in timing and resources
  • Supervise, direct and coach junior team members
  • Participate in daily client communication, including active presence at client discussion and report presentation
  • Support in business development and other administrative duties
Qualifications for advisory strategy
  • Exceptional communicator and negotiator with proficiency in Microsoft Office and presentation tools
  • Extensive experience working within the general and/or life insurance sector
  • In depth knowledge of general and/or life insurance prudential regulation, with particular focus on Solvency II standards and the PRA’s approach to insurance supervision, of the latest regulatory developments and current issues facing regulated insurers in the UK and EU
  • Excellent and proven ability to develop hypothesis-driven analysis, and to lead and contribute to fact-based, impact assessments
  • Strong people and leadership skills, and a proven ability to manage a team senior stakeholder expectations, including at the C-suite level
  • Ability to work across several streams simultaneously, under own initiative and in many different and challenging environments

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