Executive Advisor Job Description

Executive Advisor Job Description

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Executive advisor provides direction, technical coverage, knowledge and relationship development to high value client clients, both independently and with a Business Developer.

Executive Advisor Duties & Responsibilities

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

Sample responsibilities for this position include:

Manage program strategy and direction ensuring continuous improvements to the customer experience
Work directly with sales to plan and execute Executive Briefings
Use salesforce.com and project management tool to manage process
Partner with the client relationship team to build and maintain client relationships with ultra high net-worth offshore private clients
A certain amount of travelling and client visits will be required
Manage ongoing relationships with select donors who require intensive grant making services to ensure that they receive high quality donor-focused grant making services
Maintain a strong professional and community network and broad understanding of the target market community to build and maintain relationships with clients and prospects
Serves as a central point of liaison with other functional areas and external stakeholders in the resolution of high level corporate issues
Utilizes knowledge and understanding of operational policies and procedures to create, compose and edit executive correspondence and documentation
Researches, gathers and compiles data and information

Executive Advisor Qualifications

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

Licensing or Certifications for Executive Advisor

List any licenses or certifications required by the position: CISSP, NDA, CEP, VA, SSL

Education for Executive Advisor

Typically a job would require a certain level of education.

Employers hiring for the executive advisor 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, Education, Computer Science, Engineering, Communications, Finance, Business/Administration, Economics

Skills for Executive Advisor

Desired skills for executive advisor include:

CEB research to help resolve high-value business problems for clients
Gartner research to help resolve high-value business problems for clients
Both
Exposure as a consultant
CEB now Gartner research to help resolve high-value business problems for clients
CEB research archives to help resolve high-value business problems for clients by:
Common computer application programs
Common organization-specific and other computer application programs
But not essential
CEB now Gartner research to help resolve strategic business problems for clients

Desired experience for executive advisor includes:

Knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
7-9 years experience in with extensive credit, and loan products
Completion of formal credit training program upon hire
Prior experience structuring creative and complex transactions
European or US law degree with an emphasis on Tax Law
Experience as a lawyer in private practice or a combination of legal background plus experience in area such as structured products within investment or private banking

Executive Advisor Examples

1

Executive Advisor Job Description

Job Description Example
Our company is looking for an executive advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for executive advisor
  • Structure, direct, review, and interpret analyses performed by the project team
  • Generate revenue through development of new client relationships and building and maintaining strong client relationships
  • Develop and prepare the U.S. Finance disaster recovery business continuity plan in line with company policy
  • Provide oversight on and coordination of the multitude of U.S. Finance executive interactions
  • Monitor and evaluate performance data, prepare reports and facilitate senior management team meetings
  • Contribute to the development, implementation, application and control of executive compensation policies and programs
  • Discuss with management and make recommendations that reflect market practices and the Bank's mission and values and that enable the Bank to attain its efficiency and profitability objectives
  • Contribute to the development of communication tools that help executives understand and adhere to the Bank's compensation approach
  • Contribute to the Bank's success by providing expertise in executive compensation management and governance
  • Participate in defining the Bank's strategic orientations for executive compensation and human resources
Qualifications for executive advisor
  • Bachelor’s degree, and minimum of 7 years of comprehensive recruiting experience
  • Demonstrated success recruiting for high level positions within an organization
  • Experience utilizing a variety of recruiting vehicles and sources such as diversity recruiting, internet recruiting, social media, utilizing research for direct recruiting, and other innovative tools and techniques to find qualified candidates
  • Must have a strong sales and customer service orientation
  • Strong business acumen with a high level of comfort around senior management
  • Demonstrated experience in behavioral based interviewing techniques
2

Executive Advisor Job Description

Job Description Example
Our company is hiring for an executive advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for executive advisor
  • Take part in major projects to ensure the development of the compensation function in the Human Resources sector
  • Contribute to raise the Bank's profile by acting as an expert for external committees or activities and by representing the Bank in dealings with various influential parties and organizations in the industry
  • We will sponsor you to attain the FINRA Series 7 AND FINRA Series 66 within 180 days of hire
  • Partner with WMIS Operating Committee to create and market comprehensive Advisor Development strategic plan for advisors and solutions professionals at all levels
  • Using internal and external resources, creates proposals and comparative illustrations of benefit plan options for prospective clients
  • Makes customer service a priority when dealing with new and existing clients and Financial Institution counterparts
  • Maintains current files on all new and existing customers who purchase executive benefit plans as required by compliance regulation and is necessary to provide continuity of service
  • Maintains licensing standards and regulatory compliance with all industry rules, filings, and continuing education training
  • Participates in company training events as required by management
  • Personal advisor and thought partner – providing real-world solutions based on practical CEO support experience
Qualifications for executive advisor
  • Seven plus years experience with extensive credit, loan and deposit products
  • 3-5 years experience in sales and marketing a plus, particularly if conducted within the financial industry/client advisory
  • Skilled in financial management and strong communication skills
  • Analyse capital structures of clients
  • An additional relevant language for the Emerging European market is preferable
  • Degree in finance or related field essential
3

Executive Advisor Job Description

Job Description Example
Our growing company is hiring for an executive advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for executive advisor
  • Summarize the high-level view of programs for each business stream
  • Summarize proposal and request submissions, received from the General Managers and others and provide analytical recommendations such as risk evaluation, alignment to business strategic goals
  • Using a strong foundation in leadership skills, work to understand the risks of decision-making, and assess the external environment related to internal environment culture, competencies, technologies and culture with a view to provide recommendations and guidance
  • Support the Strategic planning & goal setting processes
  • Challenge/and be used as a sounding board to/for senior management
  • Contribute to determining which organizational tools to adopt and helping to push these out through the organization
  • To have access to external networks to obtain relevant market intelligence and use appropriately to support decision making
  • Establishes and maintains effective working relationships with CEO’s direct reports, other senior managers, and other
  • Helping to create and maintain a healthy organization culture whilst continually promoting, supporting and developing organizational excellence through the CEO’s office
  • Be required to receive and converse with CEO guests
Qualifications for executive advisor
  • You will closely collaborate with our central Partner services team in UK, the Swiss based HR team the firm’s Partner community and the CEO
  • 15+ years' experience in finance or finance-related consulting (with specific experience in executive compensation) or executive compensation in a large corporate environment
  • Fluency in French essential, German is a plus
  • Demonstrates personal leadership & accountability including the ability to quickly establish trust and credibility
  • Demonstrates strong interpersonal skills including the ability to establish strong relationships with a variety of individuals and leadership styles from different parts of the business
  • Demonstrates drive and initiative to tackle problems and opportunities, maintaining high levels of productivity
4

Executive Advisor Job Description

Job Description Example
Our innovative and growing company is looking for an executive advisor. 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 executive advisor
  • Prepare ad-hoc analysis and reports
  • Write speeches that compel audiences to think, feel or act
  • Develop plans to market speeches to additional audiences via Web and print vehicles to increase range, penetration and reinforcement of messages, resulting in greater message visibility, recall and buy-in by targeted audiences
  • Research and identify appropriate speaking venues in which to place senior executives
  • To manage and stimulate client relationships, deliver incremental growth and business development with SEA institutional clients, with a particular focus on sovereign, central bank and pension clients in Singapore
  • Actively expand the list of Tier 1 and 2 clients
  • To work independently with all levels of employees part of a broader team to coordinate the sales process and activities from front to end
  • Lead sales pitches and work on proposals, consistently originate and lead business development activities with new and existing clients
  • Develop strategies for client and business retention and implement these to build a long term stable asset and revenue base
  • To work across the firm to achieve overall business objectives within the risk and controls framework
Qualifications for executive advisor
  • Demonstrates ability to effectively build and execute plans including the ability to manage and integrate work from multiple areas of the business (functions and jurisdictions)
  • Demonstrates strong analytical and decision making skills including the ability to interpret information and analyze relationships among several parts of a problem or situation in order to clearly articulate the findings and anticipate potential obstacles and next steps
  • A completed Bachelor's degree in a related area of activity plus seven years of relevant experience, or a completed Master's degree in a related area of activity plus five years of relevant experience
  • Relevant experience in executive compensation
  • Experience as an advisor to managers and senior management
  • Knowledge of regulations relating to governance and disclosure of executive compensation
5

Executive Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of executive advisor. 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 executive advisor
  • Build strong partnerships and mobilize internal networks and resources
  • Ability to work successfully in a multidisciplinary team
  • Provides financial reporting and technical support for the Program Integrity division in achieving Cost of Care and other financial targets
  • Interacts frequently with business partners, assisting in identifying financial savings opportunities (sub-optimal system edits, waste, fraud, overpayments) including mining EDWard/other data sources
  • Works as part of a team to create and enhance monthly financial reporting packages, including Tableau Dashboards and reporting suites for Program Integrity FAs, including
  • Core Adjudication - RxClaim
  • CDH, EZTest, etc
  • May be called on to support product development activities
  • At least 10 years’ experience contracting, consulting or client side experience within the infrastructure industry (including transport, water, property and buildings or social infrastructure)
  • Degree Qualification in Economics, Commerce, Engineering, Planning or a related discipline
Qualifications for executive advisor
  • Knowledge of the Hay Method of Job Evaluation, an asset
  • Autonomy, thoroughness and attention to detail
  • Able to support executives remotely, partnering well with on-site admin support, as VPs work from multiple locations
  • Proficiency in the use of Microsoft Office 2000 (Outlook, Word, Excel, PowerPoint) and Lotus Notes
  • One year of inside or one year of outside sales experience
  • Expert knowledge of software programs to include major Windows and MS Office applications and business unit specific programs (arranging and troubleshooting all aspects of travel, filing expenses, HR tools – Concur, SharePoint, Taleo, PeopleSoft, Workday)

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