Performance Advisor Job Description
Performance advisor
provides through Bank of America and Merrill Lynch to meet virtually all of their financial needs.
Performance Advisor Duties & Responsibilities
To write an effective performance advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included performance advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Supports the establishment of National and Regional forecasts & financial plans in alignment with P&CB requirements
Ensure the timely production of all business performance reporting
Directs strategic initiatives/programs within multiple or single lines of business and provides integrated management of subsidiary projects and internal or external stakeholders
Typically exercises direct accountability for programs with 50 team members or more
Accountable party for defining, planning, orchestrating, and delivering assigned strategic initiatives/programs
Directly leads all aspects of the initiative/program lifecycle and works with matrix to oversee all phases of the program (including, as applicable, change management, process management, transition to business/operations, system development, quality management, ) and ensure program structure is designed to achieve the intended business benefit
Within the context of the assigned programs, responsible for building and sustaining the day-to-day relationships and communications (including project briefings) with business partners at various levels of the organization, including EVP, SVP, VP level, other internal and external resources
Sustains and manages the relationship with the Accountable Executive throughout the duration of the initiative by providing sound advice, counsel and support
Provides effective challenge to business owner on viability of benefits in order to ensure the program is formulated with the highest likelihood of achieving the business vision and strategy
Ensures mechanisms to measure benefits are set up in the program
Performance Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Performance Advisor
List any licenses or certifications required by the position: RHIA, RHIT, RN, BSN, ASQ, PMP, CSCMP, APICS, PMI, CSSBB
Education for Performance Advisor
Typically a job would require a certain level of education.
Employers hiring for the performance advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Engineering, Health Care, Business/Administration, Education, Performance, Nursing, Statistics, Healthcare
Skills for Performance Advisor
Desired skills for performance advisor include:
Coaching skills
Merrill Lynch integration and platforms
Processes and ability to articulate to large groups one-on-one interactions
BAC
Bank of America
Practices to complete routine and non-routine assignments
Principles
Services
Staff
Techniques
Desired experience for performance advisor includes:
Ensures program issues and risks are identified, quantified, managed and tracked
Ensures processes for managing issues and risks across program and associated projects, including escalation processes, are established and followed
Monitors project level issues and risks and ensures relevant sub-project issues are exposed at the program level
Facilitates resolution of core issues between multiple executive stakeholders where required
Ensures program scope is rigorously managed and that subsidiary project scope contributes to overall program scope and does not dilute the effectiveness of the overall program
Ensures program commitments are achieved within agreed on time, cost, and quality parameters
Performance Advisor Examples
1
Performance Advisor Job Description
Job Description Example
Our company is searching for experienced candidates for the position of performance 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 performance advisor
- Determines and establishes the appropriate program organizational and work breakdown structures
- Ensures program milestones and schedule accurately reflects the delivery commitments of subsidiary projects
- Ensures development of required program artifacts including program charter, and management plans (resource, risk management, quality management, communications management, ), and related PM artifacts, while complying with applicable enterprise standards
- Help maintain investment data for several managed accounts and products within Managed Accounts via an external vendor portfolio accounting system (Fiserv Security APL)
- Review all security processing including complex corporate actions while tracking and utilizing market-related indices and peer group comparisons to properly benchmark client performance
- Help implement industry initiatives internal efficiencies and improvements
- Monitor performance reporting data maintained in BETALink and support questions from Financial Advisors while also supporting Morningstar Performance Reporting Application for data related questions
- Provide assistance for BETALink Performance Reporting and able to explain all reports and the Performance Tab
- Develop QoE KPI’s for Network Performance Team and Big Data Team
- Create new Live-Monitoring QoE System for Strategic Venues & Locations
Qualifications for performance advisor
- Change leadership and change management skills
- Participate in the identification of a new performance system vendor
- Able to build relationships and deal comfortably with all levels within WTW
- Able to work in a deadline driven environment—executing goals and delivering against the objectives of assignments to meet time, budget, and quality criteria
- Strategic and innovative thinker and agile learner
- Strong knowledge of managed care
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Performance Advisor Job Description
Job Description Example
Our growing company is hiring for a performance 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 performance advisor
- Form and lead E2E Troubleshooting Squads (Device, RAN, Core)
- Interface with Big Data Customer Experience prime from RAN Strategy team
- Drive continuous improvement with Benchmark Strategy and Crowdsourced Benchmark
- Supporting technology and tools
- Making recommendations to support best practices
- Competency and 360 Assessments
- Talent Profiles
- Recommending ways Performance Management can become more present in our business and leadership practices,including finding ways to integrate performance management messaging into existing communication channels and development programs
- Managing the Project Management Office (15%) – Manage the process to identify, catalogue, assess, select, prioritize, initiate, track, report, and close Finance projects
- Review by the Training SME
Qualifications for performance advisor
- Excellent written and verbal communication skills with all levels of the organization, Demonstrated experience making presentations to small and large groups
- Strong analytical skills including the ability to assess complex situations and data, and reduce it to important and actionable tactics
- Manage Supplier Scorecard program(s)
- Manage Voice of the Manufacturer programs across the enterprise and successfully communicate with all levels of the organization with external supplier partners
- Experience with advanced data management, using analytic tools, systems and resources, preferred
- Experience working with remote teams is an asset
3
Performance Advisor Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of performance advisor. 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 performance advisor
- Assure the work of the TGL Project Services team and optimizing resource and cost utilization
- Support the team to review Company ‘Integrated Management Systems’ to identify all relevant Project Services procedures and ensure alignment with the required processes
- Submit discrepancies where solutions that cannot be resolved to the Training SME
- Provide outbound call support as requested to meet business needs
- Input enrollments and scores Master Tech
- Leads and coordinates performance engineering for large initiatives spanning multiple projects and/or systems
- Collect and document expected system performance and operational characteristics
- Collect and/or prepare test data for test execution
- Develop and execute performance tests including load, stress, endurance, fail-over and interoperability
- Conduct technical analysis of performance test results and production systems, and provide recommendations on performance tuning, systems, and infrastructure
Qualifications for performance advisor
- Fast-paced and agile environment resulting in the ability to quickly grasp issues, identify implications and make decisions
- Relationship management and consulting skills which results in proven ability to quickly earn the trust of sponsors and key stakeholders, mobilize and motivate teams
- Strong abilities to utilize and create spread sheets and analyze data using Excel
- Safety Oriented, Exede certified, QA certified
- Maintain expenses and day to day costs, develop reports to support budget expenditures
- Maintain and develop reports as required to measure work results
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Performance Advisor Job Description
Job Description Example
Our growing company is hiring for a performance advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for performance advisor
- Create reports to document performance metrics, test results, analysis and recommendations
- Monitor performance of production systems
- Leads performance defect triage and determines cross-system impact
- Review and offer guidance for test scripting and recommend use of appropriate technical tool to produce correct result output
- Ensure accuracy of test scripts and take corrective action to product accurate and valid test results
- Work with stakeholders to ensure complete understanding of performance and operational requirements
- Prepare Master Performance Test Strategy and ensures long term strategy can be accomplished for the application
- Prepare capacity analysis when applicable
- Review architectural design for performance risks and potential issues
- Evaluate performance characteristics of new technologies
Qualifications for performance advisor
- Obtain and maintain all license requirements in each state where licensing is required within their region
- A working knowledge with advanced computer skills with the use of MS Word, Excel
- The ability to analyze and resolve technical problems within networks, computers and satellite premise equipment making decisions based on solid fundamental troubleshooting practices with little or no supervision
- Assist with the development of field training documentation and ongoing support documentation, which includes field evaluation of associated materials
- Must be able to travel a min 50% of the time, documenting travel, and work performed and remitting paperwork pertaining to travel in a timely manner
- Must be willing to travel to California, Oregon, Nevada and Utah
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Performance Advisor Job Description
Job Description Example
Our company is growing rapidly and is looking for a performance advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for performance advisor
- Lead improvement of the performance engineer process in the SDLC
- Lead resolution of production performance and stability issues
- Identifies training and tool needs for team
- Run & distribute monthly cost reports for CORE Sr
- Conduct and support data quality assessments (DQA)
- Assess and support family planning and HIV/AIDS compliance
- Support Development Objective (DO) Performance Management Plan (PMP) development and review
- Support Project and Activity Monitoring and Evaluation (M&E) Plan development and review
- PEPFAR Quarterly Performance Report, Semi-Annual Performance Report and Annual Performance Reports/Performance Plan and Report analytics
- Conduct and oversee contributing expertise performing Geospatial Analysis
Qualifications for performance advisor
- Proficiency with multiple network protocols from a wireless core standpoint (IMS & LTE Core Architecture)
- Experience in troubleshooting of mobile devices and customer impacting issues
- Previous experience in App Development in an Android or iOS environment is an asset
- Experience working with big data in the telecommunications or social media space
- Strong preference for minimum 10 years experience, previous experience in a business acing finance role influencing business performance
- Experience in organizational effectiveness, content strategy, change leadership and/or learning and development