Strategy Advisor Job Description

Strategy Advisor Job Description

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Strategy advisor provides quality management of employee data in information databases, ensures that HR data is current and complete, and updates data in management tools and documentation.

Strategy Advisor Duties & Responsibilities

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

Sample responsibilities for this position include:

Consultant to internal clients
Key part of a team leading projects to tackle issues and opportunities identified by the CEO’s office and the Executive Leadership Team
Work both independently and collaboratively with sales managers and other GSAM functional areas to translate ASG strategic initiatives into well structured, implementable projects
Collaborate internally with TPD Strats, Distribution Technology, and other GSAM functional areas to lead the execution of projects
Coordinate externally with client firms and vendors to evaluate data sources and further build out our data platform and associated capabilities
Engage from within the sales organization to solicit, prioritize, and action feedback on the analytics platform and sales tools
Conduct and package analysis on both GSAM sales and broader industry sales trends
Monitors the trends and changing business risk & security needs of the customer
Provides training and education to internal teams, including SOC, engineering, on client contracts, SLA’s, client specific custom solutions or agreements, to allow for proper operational support
Strategic advisor to senior functional domain sponsors / stakeholders

Strategy Advisor Qualifications

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

Licensing or Certifications for Strategy Advisor

List any licenses or certifications required by the position: PMP, AWS, PMI, CISM, CISSP, ISO27001, CO2

Education for Strategy Advisor

Typically a job would require a certain level of education.

Employers hiring for the strategy 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, MBA, Engineering, Economics, Finance, Computer Science, Education, Business/Administration, Statistics, Marketing

Skills for Strategy Advisor

Desired skills for strategy advisor include:

Direct marketing campaign development process
Direct marketing principles
Alation
Ataccama
Data governance
Data management policies and practices in a complex organizational environment
Data munging
Data quality tools like Collibra
Data structure
Data system and tools

Desired experience for strategy advisor includes:

Ensure proper controls are in place for the support we offer
Manage, develop and coach a Sales Strategy Associate
Provide insight into the strategic issues which are forefront in the minds of the Executive Leadership Team
Bachelor’s degree, minimum 6 years work experience with strong track-record
Strong organizational, analytical, relationship, and project management skills
Ability to think both strategically and in a very detailed, process oriented fashion

Strategy Advisor Examples

1

Strategy Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of strategy 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 strategy advisor
  • Understand business process flows, technology and infrastructure related to functional domains
  • Partner with SMI Strategy and Portfolio Management team and Strategic Investments to support deal and transaction execution
  • Prepare business cases to justify major corporate global investment decisions and initiatives
  • Conduct research and analysis to provide insight into critical decision-making around global activities
  • Providing briefings/ advising high level senior executives and external stakeholders on cross-cultural market insights
  • Lead and deliver critical global market research projects of varying size and scale
  • Design and direct Empire’s Small Group / Key Market business strategy
  • Deliver insights and deep analytics for targeted marketing with a focus on email campaigns
  • Quickly assemble data and partner with business units to generate impactful insights in an energizing environment
  • Use influential communication and presentation skills while delivering insights to partners and team members, including executives
Qualifications for strategy advisor
  • Drive the long-term planning and strategy process on behalf of the advisory businesses, including the documentation and communication of the strategic plan
  • Guide the vision and strategy around our offerings in accordance with key market drivers, including identifying growth opportunities, overseeing related investments, and evaluating the buy/build/partner scenario
  • Perform market sizing and competitive assessments and utilize results to drive strategy, identify and launch new offerings, make acquisition or partner recommendations, and increase adoption of FIS solutions
  • Develop business cases for new solutions and acquisition
  • Work with the product management team and third-party partners to create and promote capabilities which extend our value and deepen our penetration within key segments of the industry
  • Partner with other FIS lines of business to define and coordinate execution of cross-company solution bundles that represent repeatable sales opportunities
2

Strategy Advisor Job Description

Job Description Example
Our company is growing rapidly and is hiring for a strategy 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 strategy advisor
  • Apply your creative skills to convert analysis findings into datavisualization and provide observations/recommendations, communicate recommendations within PowerPoint to executive level audience
  • Generate campaign analytics to understand the effectiveness of marketing programs and deliver your insights to improve future programs
  • Assisting in the building a clearly defined and understood business plan and strategy for the product focus area and ensuring understanding of the strategy by all team members
  • With limited supervision, must have the ability to provide guidance and resolution to a diverse range of problems
  • Ensures clear communication and timely resolution of issues
  • Provide input into the company’s overall strategic direction and drive key strategic initiatives
  • Coordinate input from all major business units to facilitate the integration of individual business unit plans with the corporate strategic plan
  • Provide operational support to the business to ensure the success of corporate initiatives
  • Implement programs and initiatives to meet organizational goals
  • Utilize tools, systems, processes, and procedures to increase department efficiency and effectiveness
Qualifications for strategy advisor
  • Conduct business level validation and market testing of new offerings
  • Track and report on solution portfolio performance, including regular product profitability assessments conducted in conjunction with finance
  • Serve as a thought leader for the advisory segment, including acting as a spokesperson for media and analysts, speaking at industry event, and delivering industry insights through multiple communication channels
  • 15+ years of experience in the wealth management and technology industry
  • 10+ years of product management experience for a software or services company
  • Proven ability to manage cross-functional teams, establish a shared vision and motivate employees
3

Strategy Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of strategy advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for strategy advisor
  • Provide input to senior management relative to business development and strategic positioning as it relates to payer strategy
  • Serve as DUHS chief strategist with respect to development of value-capture initiatives, including the development and oversight of health plan capabilities and other risk-based transformation
  • Pursue and develop relationships and communication channels with payers, clinical collaborators and employers with regard to health reform and new payment models
  • Serve as DUHS expert on emerging payer/health reform trends nationally and regionally
  • Support DUHS growth initiatives by leading efforts in network development, value-based contracting and other major efforts associated with developing the clinically integrated network
  • Lead development of innovative arrangements with national payers, large employers and embassies for Duke Health’s clinical services to increase volume and revenue to Duke
  • Working with Planning and Finance, develop effective models and business plans to evaluate the potential impact of various collaborations and payer strategies
  • Monitor service area competitive environment and federal and state policy to identify opportunities to enhance and secure organizational objectives
  • Build processes for decision-making to include active involvement of all relevant stakeholders
  • Obtain and maintain up-to-date information and knowledge of managed care/payer environment, including but not limited to local, state, and national developments and their potential impact on DUHS
Qualifications for strategy advisor
  • Superior record of leadership with a business partnership orientation
  • Strong knowledge of global wealth management and retirement trends
  • Ability to understand and communicate about complex technical subjects in a clear and concise manner
  • Ability to understand and focus on clients’ needs, establish credibility and build positive, professional relationships with clients
  • Compelling public speaker comfortable in front of large groups
  • This position requires travel to customer and non-customer sites in North America, Asia and Europe (50%)
4

Strategy Advisor Job Description

Job Description Example
Our company is hiring for a strategy 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 strategy advisor
  • Serve as a key strategist in preparing DUHS for the changes in healthcare reform including Accountable Care, Clinically Integrated Networks, Patient Centered Medical Home, to ensure the Health System is well positioned to benefit from the changes in reimbursement from the payers
  • Lead, mentor and develop staff and members of the Corporate Finance team
  • Recommend new ideas and opportunities that have the opportunity to fuel the product pipeline and drive growth
  • Advise on an ongoing governance process to determine which opportunities to assess and how to use the team’s resources towards the areas of greatest potential return
  • Ensure that for each opportunity assessment, the team has a clear scope of work, articulate framing of the opportunity and a clear action plan
  • Conduct complex analyses, both quantitative and qualitative, and develop opportunity sizings and business cases around new ideas and opportunities
  • Drive extensive cross functional collaboration with a variety of business partners and business units across the company, both to help generate the ongoing pipeline of new ideas and opportunities, to collaborate in assessing new business opportunities as appropriate
  • Evaluate the external marketplace including leveraging ideas, best practices and opportunities from the healthcare and other industries as appropriate
  • Work with ‘Project Sponsors’ (e.g., Sr Director/VP level and above) presenting key readouts of the analyses to leadership
  • Provide agile ad hoc analysis for the areas of PBM to support strategic decisions
Qualifications for strategy advisor
  • Exceptional Excel and modeling skills
  • 3+ years experience (Strategy and/or Finance background preferred but not required)
  • Ability to travel as required – estimated at 25% overnight travel
  • Training/certification or college certificate in Quality Management (ITIL, Six Sigma, TQM)
  • Training/certification or college/technical school certificate in Network Security (CISSP, Security+, SANS, ISACA, Vendor Certificates)
  • 8+ years of experience (Strategy and/or Finance background preferred but not required)
5

Strategy Advisor Job Description

Job Description Example
Our company is hiring for a strategy 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 strategy advisor
  • Develop, test and build organisational capacity to implement contextually appropriate resources/training materials for F&D integration in programming and DM&E and for use across various contexts and audiences
  • Come alongside ROs/NOs in developing and rolling out processes, guidelines and resources for the integration of F&D in RO/NO strategies
  • Develop and scale-up across the Partnership theological frameworks and reflections supporting faith integration in strategies, programmes and initiatives
  • Come alongside ROs/NOs in the development of guidelines and action plans for missional practises in and across multi-faith and sensitive faith contexts
  • Develop and publish secondary research on the role of F&D best practices based on both internal (NOs/ROs) and external resources
  • Identify and define strategic projects through ideation and/or internal demand generation
  • Provide senior leadership and/or support of strategic projects in collaboration with key stakeholders within WV
  • Build effective internal and external relationships at the most senior levels of organisations
  • Manage client portfolios and consulting projects for department consideration as needed
  • Manages process and reporting activities to include financial, productivity, quality compliance, training, and/or efficiency
Qualifications for strategy advisor
  • Incubate these ideas from concept to version 1 working closely with sponsor customers
  • Transition incubator to line of business
  • Understanding of the company’s corporate goals and objectives, markets, competitors, positioning, product portfolio and internal organization
  • Demonstrable structured thinking and strategic skills
  • 5+ years of experience, including at least two years of strategy consulting experience at a top-tier management consulting firm OR 6+ years of experience at a large technology company in a sales strategy/transformation role
  • 2+ years post MBA or equivalent work experience

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