Solutions Advisor Job Description

Solutions Advisor Job Description

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Solutions advisor provides financial strategies for client financial needs by collecting and analyzing client financial data to determine which products best meet the client’s financial needs, and providing advice to the client as to what investment products are in the client’s best interest.

Solutions Advisor Duties & Responsibilities

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

Sample responsibilities for this position include:

Work closely with Release Services manager to understand coming release functionality and strategy for deployment
Advise and lead end-to-end project implementations, understanding client needs, Landmark’s processes and policies to deliver the expected outcomes for clients
Project ownership, build and oversight
Skills Required include
Strong understanding of Wealth Management business is critical
Experience building enterprise class solutions using MSFT development tools
Past experience on REST, SOAP
RDBMS (Sybase and/or DB2)
Any Prior Mobile application ownership would be nice to have
The ideal candidate will be a self-motivated team player committed to delivering on time and should be able to work with minimal supervision

Solutions Advisor Qualifications

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

Licensing or Certifications for Solutions Advisor

List any licenses or certifications required by the position: PMP, II, ITIL, TLS, SSL, WSDL, HTTPS, XML, MS, SPHR

Education for Solutions Advisor

Typically a job would require a certain level of education.

Employers hiring for the solutions advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Computer Science, Engineering, Information Technology, Military, Associates, Oral Communication, Finance, Management

Skills for Solutions Advisor

Desired skills for solutions advisor include:

Investment products and services
Banking products and services desired
Banking products and services
Policies
Analyzing and comprehending complex financial data and providing financial alternatives
Lending programs
Procedures and regulatory requirements
Technology and Print area
Services
Investments and financial markets and apply key principles appropriately to the individual client's investment needs

Desired experience for solutions advisor includes:

Educational Requirement
B.Tech/B.E from premium institute preferred
Responsible for creating the solution summary document, which sets down the complete, integrated solution
Ability to visualize the feasibility and benefits of solution being crafted for proposal, both from CSC Client perspectives
Flair for representing ideas effectively both through text pictorially
Must have good knowledge to work on solutions in the areas of

Solutions Advisor Examples

1

Solutions Advisor Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of solutions 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 solutions advisor
  • Responsible for maintaining current Technical, Business and Industry Knowledge and is a subject matter expert on CCC Products and Services
  • Grow primary banking
  • Grow primary banking relationships by identifying and maximizing offers of relevant products tailored to individual customers acquired from our indirect delivery channels
  • Develop and maintain a relationship of mutual trust and confidence with customers, your Client Solutions team and your partners
  • Obtain a license to sell mutual funds
  • Committed to work towards the successful completion of the CIFP Registered
  • Grow primary banking relationships by identifying and selling relevant products tailored to individual customers acquired from our indirect delivery channels
  • Leverage market and customer insights to inform market positioning, product positioning and messaging
  • Ensure contractual obligations are well communicated back to product management and engineering
  • Researching, designing and implementing innovative solutions to solve business problems
Qualifications for solutions advisor
  • Ability to organize and collaborate across cross-functional work groups, including communications of marketing plans and results
  • Passion for developing talent
  • Completes applications development by coordinating requirements, schedules, and activities
  • HTML (is a must)
  • Complete understanding and ability to construct, tailor, and negotiate service contracts
  • Distinguished by additional specialized knowledge in breadth and/or depth, record of success in relevant discipline
2

Solutions Advisor Job Description

Job Description Example
Our company is searching for experienced candidates for the position of solutions advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for solutions advisor
  • Collaborating with the internal operations research community to identify best practices, leverage available technology and determine appropriate modeling methods
  • Provide demos to customers, prospects, user groups and at industry events, deliver webinars as required and develop supporting workflow documents when needed
  • Respond to client questions in a timely manner to provide customer delight in situations of one-on-one client needs
  • Update users about content breadth, product enhancements and new developments on a regular basis
  • Manage customer license and registration requests, directing these requests to the appropriate support teams and tracking progress to completion
  • Deliver training courses and demos for the content and Vantage solutions and refine these for the European and African geomarkets
  • Designing and developing Mobile/Web applications that meet business needs and follow the best software development practices and standards
  • Develop and maintain Digital Reference Architecture
  • Facilitate and lead discussions with cross-functional teams at multiple levels, across the business and Enterprise Systems to understand and influence the current business strategy and business processes
  • Staying up to date on the ever-changing technology industry to ensure developed solutions are following both internal and industry “best practices”
Qualifications for solutions advisor
  • Extensive experience in Web technologies, Responsive Web Development, Web Application development
  • Expert level knowledge of Web technologies - HTML5, CSS3, Java Script, JQuery, JQuery mobile, Bootstrap, Angular JS, GULP, SASS
  • Extensive experience in Frameworks like Bootstrap, Responsive Web Design, Angular JS
  • Extensive experience in mobile app development using hybrid platform - Phonegap
  • Experience in custom plugin development for Phonegap
  • Complete understanding of mobile app ecosystem
3

Solutions Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of solutions 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 solutions advisor
  • Perform gap analysis between current architecture(s) and proposed design concepts, identifying challenges and opportunities
  • Capable of creating or reviewing/updating technical design and strategic documentation related to Digital Architecture
  • Day-to-day defect resolution
  • Understand the particular needs, workflows and challenges of customers in Europe and Africa and provide feedback on region-specific recommendations & requirements to the operations and product teams
  • Monitor the competitor landscape in Europe and Africa, providing feedback to the operations team
  • Create a positive image of Energy and Natural Resources and the Energy Portfolios through interaction with customers and team members
  • Become an expert user of Questor and asset valuation products
  • Provide demos to customers, prospects, user groups and at industry events, deliver webinars as required and develop supporting workflow documents as appropriate
  • Update users about product enhancements and new developments on a regular basis
  • Manage customer license and registration requests, directing these requests to the appropriate support teams
Qualifications for solutions advisor
  • Demonstrated Deep expertise and knowledge in helping organizations manage their overall spend more strategically and effectively
  • 3+ years selling Risk solutions
  • 5+ years of successful sales in a consultative/solution oriented team based selling environment
  • Conducting web application security assessments and penetration tests
  • Enthusiasm to join our close-knit and fun team, with a range of flexible shifts available
  • 7+ years of demonstrated success in a consultative/solution oriented team based selling environment OR 7+ years in a senior marketing position creating and driving marketing strategy
4

Solutions Advisor Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of solutions 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 solutions advisor
  • Provide value added customer service to an assigned repair facility client base (territory)
  • Deliver required product training on all sales to customers, recording and reporting accurate data in ALL pertinent CRM applications (Salesforce, Tracker)
  • Assist in the collection of past due account receivables
  • Provide onsite & remote problem solving and field support to assigned customer base
  • Provide support to Internal Departments on an on-demand basis for special projects
  • Drive product adoption by gaining buy-in from Key Decision Makers, create an environment for positive adoption by effectively communicating the “Why” and the “What’s In It For Them?” (WIIFT) to ALL employees of a customer’s business, and ensure successful adoption of products by providing compelling reporting (Reduced calls for status updates, higher Customer Satisfaction, review of online customer reviews in Carwise)
  • Work with Regional Business Manager and Inside Sales Representative in a team format to develop and maintain Territory Business Plan in an effort to maximize net revenue growth
  • Conduct customer visits based on Territory Plan with the goal of opportunity creation to drive revenue growth through the sale of New or Add On products
  • Conduct revenue retention activities within assigned territory (Credits, cancellation requests, downgrade request)
  • Complete all activities in accordance with established guidelines including recording of activities for accurate reporting
Qualifications for solutions advisor
  • Experience applying quality or process improvement techniques preferably in a transaction-intensive service industry
  • Over 4 years of Enterprise Mobility Applications development experience
  • Hands-on experience with VMware vSphere 5.x, 6.x and/or Cisco networking is desirable
  • Experience in Supply Chain Management (SCM) solutions
  • Post-secondary education in business or a related discipline will be considered an asset but is not required
  • Familiarity with the use-cases for other distributed processing technologies like Cassandra, MongoDB, AeroSpike, or Redis
5

Solutions Advisor Job Description

Job Description Example
Our company is searching for experienced candidates for the position of solutions 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 solutions advisor
  • Develop and maintain relationships with internal and external industry contacts (Insurance, Vendors, Bodyshop Association)
  • Ability to provide in depth process reviews and implementation of improved processes
  • Responsible for Technical requirements and design
  • Provides subject matter expertise on WGS Claims system
  • Migrate historical and transactional system and member data from legacy systems to target system
  • Assist with the decommission of legacy commercial systems
  • Facilitates solution sessions to reach critical technology and business decisions
  • Lead and manage all aspects of the software development lifecycle (SDLC) associated with platform migrations
  • Integration of solution
  • Responding to e-mail and telephone inquiries related to account information or marketing materials requests
Qualifications for solutions advisor
  • Ability to communicate complex concepts to all levels of management audiences with varying levels of technical sophistication
  • Graduation from college with a major in business administration or an allied field and two years of experience in administrative analysis or operations research
  • Take charge of clients by identifying and anticipating their needs and steering them toward electronic solutions (ABM or Internet) or the right advisor
  • Identify client transaction, financing and basic investment needs and suggest solutions tailored to those needs
  • Work with branch employees, share knowledge and refer clients to the appropriate advisors to increase customer satisfaction
  • Promote electronic solutions to customers (ATM, Internet Banking Solutions)

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