Market Consultant Resume Samples

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EB
E Bartell
Emie
Bartell
1032 Edd Row
Philadelphia
PA
+1 (555) 761 0222
1032 Edd Row
Philadelphia
PA
Phone
p +1 (555) 761 0222
Experience Experience
San Francisco, CA
Global Market Consultant
San Francisco, CA
Kulas, DuBuque and Padberg
San Francisco, CA
Global Market Consultant
  • Provides industry insight and risk management expertise to guide clients in the launch of their new products or strategies
  • Represents Network Management during conference calls, client visits to Northern Trust, and client Board meetings
  • Successful project manager
  • Ensures in-scope clients are leveraging and benefiting from the most evolved Global Network capabilities we offer
  • Establishes close client relationships to foster engagement and cooperation, becoming our client’s “first point of contact” on global custody matters
  • Utilizing their global custody and Northern Trust expertise to provide premier consultant services to a top-tier client base
  • Exhibits leadership and provides comprehensive and in-depth consulting to clients at the highest technical level
Houston, TX
Consultant, Market Risk Oversight
Houston, TX
Legros-Schmeler
Houston, TX
Consultant, Market Risk Oversight
  • Perform daily risk oversight of FICC counterparty credit risk, including CVA, FVA, and collateral management and clearing activities
  • Provide frameworks and conduct intra-day oversight of hedging activity with support of Analyst. Provide area-specific training, review output and provide feedback
  • Provide Challenge to 1st line management assurance teams on risk issues
  • Challenge and improvement of market risk pricing and risk models
  • Assist Analysts in the investigation of incorrect risk
  • Challenge and improve market risk pricing and risk models
  • Active involvement in the review of the control frameworks relating to FX digital platforms
present
Chicago, IL
Market & Competitive Intelligence Consultant
Chicago, IL
Abbott, Schoen and Nader
present
Chicago, IL
Market & Competitive Intelligence Consultant
present
  • Provides training and consulting services to employees accessing databases and information resources provided by the CI process
  • Provides input to CI internal customer survey, and provides insight into the analysis of survey results
  • Participates on cross-departmental project teams, including 6 Sigma by providing insight derived from secondary research
  • May coordinate work assignments of CI employees
  • Assists with the administration of the competitive intelligence program for FPD
  • Ensures FPD competitive intelligence activities are conducted in compliance with the Caterpillar Code of Conduct criteria
  • Ensures FPD competitive intelligence activities are conducted in compliance with Baldrige Category 3 criteria
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Florida Atlantic University
Bachelor’s Degree in Business Administration
Skills Skills
  • Ability to understand the team goals and help lead team towards these goals
  • Accountability - Proactively identifies present and future obstacles issues and opportunities; takes actions to address such obstacles issues and opportunities
  • Consultative - Uses professional or technical expertise to advise intervene and/or influence a customer or partner over whom there is no direct authority
  • Awareness of all other MC processes and accountabilities such as accurately quoting quality assurance customer communication issuing and endorsing of policies
  • Proficient on job specific tools i.e. Quoting Partner Select Databases & Reports
  • Demonstrated success in a service related industry. Insurance knowledge
  • Proficiency in using computer applications including but not limited to MS Office Suite
  • Contact/exposure to sensitive or confidential information requiring use of tact and judgment
  • Escalates team conflicts to manager for resolution
  • Motivates team members
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15 Market Consultant resume templates

1

Advanced Market Consultant Resume Examples & Samples

  • Participate in Business, Estate and Tax Planning in the Advanced Markets Department
  • Participate in T/C Life meetings presenting planning concepts, new tools and products
  • Closely monitor tax and other developing issues affecting financial planning strategies
  • Provide training on advanced planning topics as needed
  • Develop sales presentations, collateral marketing pieces and articles for industry publications
  • Ability to Travel required (20%)
  • Bachelor’s Degree; Advanced degree such as MBA preferred
  • FINRA Series 7, 65 & 63 (or obtain within 90 days)
  • Life Insurance Licenses (or obtain within 90 days)
  • 1 -3 years of Financial/Life Insurance industry experience
  • Ability to understand and be able to use planning software such as Crescendo, NumberCruncher, NaviPlan and Impact
  • Ability to use Tax Research Tools
  • Effectively communicate complex planning techniques and tax related issues to advisors
  • Strong Verbal and Written communication skills
  • JD Preferred (not required) – licensed and admitted to practice law in at least one State
  • CFP. CLU or ChFC preferred
  • Tax Knowledge – CPA or LLM (Taxation) preferred
2

Market Segment Consultant Resume Examples & Samples

  • Bachelor’s degree in Marketing, Finance, Business or related field of study
  • 5+ years of business / marketing experience. BA, MBA or equivalent
  • Strategic Thinking and ability to practically apply strategy
  • Understanding of Retail Banking
  • Executive Presence and well honed presentation skills
  • Ability to work on multiple projects, meet deadlines and work well under pressure
  • Ability to consistently prioritize workflow with heavy emphasis based on business impact
  • Excellent organizational skills and attention to detail
  • Ability to work well with people to obtain alignment and sufficiently understand the business and communication processes
3

Consultant, Market Risk Oversight Resume Examples & Samples

  • Thorough understanding of multiple types of market risk taken in different trading books, and a clear understanding of the underlying product types traded
  • An understanding of credit risk and credit risk metrics
  • Demonstrate the ability to identify 'new risks' and out in place appropriate controls
4

Market & Competitive Intelligence Consultant Resume Examples & Samples

  • Assists with the administration of the competitive intelligence program for FPD
  • Ensures FPD competitive intelligence activities are conducted in compliance with Baldrige Category 3 criteria
  • Ensures FPD competitive intelligence activities are conducted in compliance with the Caterpillar Code of Conduct criteria
  • Maintains competitive intelligence website and serves as content owner
  • May evaluate, compile, and abstract intelligence items from public sources, (including: trade journals, newspapers, web sites, and newswires), for the purpose of publishing a weekly Industry News Review that informs the global FPD population of current activities taking place within the FPD industry segments and with its specific competitors
  • Answers inquiries, including in-depth competitive intelligence research requests from FPD employees worldwide on a wide variety of business, industry and management topics. Performs detailed customer interviews and accesses appropriate electronic and print sources to fulfill the customer requirements for information content and format
  • Consults with internal customers to gain an understanding of their business issues and needs and determines how competitive intelligence research can be applied to meet those needs. Selects methodology needed to solve customer issues in a cost effective and timely manner
  • Conducts analysis, which includes writing the request for proposal, selecting the vendor, assigning the project, supervising vendor work and maintaining liaison with customers. Anticipates and manages the project to stay on schedule
  • Provides training and consulting services to employees accessing databases and information resources provided by the CI process
  • Identifies and evaluates current technologies and services related to the field of information collection, storage, and delivery. Provides consultation to other departments related to the collection, storage, and delivery of information
  • Participates on cross-departmental project teams, including 6 Sigma by providing insight derived from secondary research
  • Develops, maintains, and provides group support for a customer transaction database that tracks customer usage for Marketing Support. Analyzes and reports usage to the manager for input into the annual business plan
  • Provides input to CI internal customer survey, and provides insight into the analysis of survey results
  • Assists in the selection and evaluation of current materials for purchase for the print and electronic collections, and coordination of the classification and indexing of the new materials in accordance with accepted library standards
  • May serve as a trainer in Internet and intranet usage of intelligence data for internal customers worldwide
  • May coordinate work assignments of CI employees
  • Thorough knowledge of and advanced ability to apply competitive intelligence research principles and techniques
  • Advanced knowledge of and advanced ability to perform report-writing techniques, including use of Cognos
  • Proven ability to develop customer contacts and demonstrated ability to obtain information needed for CI research analysis projects
  • Advanced ability to analyze and summarize CI research findings and develop sound recommendations
  • Advanced ability to provide an atmosphere of teamwork and cooperation with fellow employees in order to accomplish given tasks
  • Advanced ability to motivate coworkers and others to achieve objectives
  • Advanced ability to meet project deadlines, manage conflicting priorities and handle multiple tasks simultaneously
  • Moderate travel required (5% - 15% of working time)
5

Provider Connectivity Market Consultant Resume Examples & Samples

  • Prior experience training adults
  • Strong level of enthusiasm and ability to engage an audience
  • Ability to understand technology
  • Experience working with providers and clinicians
6

Senior Market Intelligence Consultant Resume Examples & Samples

  • Provide support and leadership to clients and provide meaningful insights in the deliverables
  • Develop key areas of ICT knowledge fluency related to the company’s client work, and understand their fit into the larger ICT market environment
  • Receive training, guidance, mentorship, and oversight in analytical techniques and estimate development from senior staff
  • Serve as the final quality check on all related work
7

Senior Consultant, Market Risk Oversight Resume Examples & Samples

  • Tertiary qualifications in Finance or Maths related fields (or alternative qualifications in CFA, PRMIA, GARP)
  • Understanding and application of appropriate limit and oversight infrastructure required to identify, understand and manage these risks
  • Demonstrable ability to identify "new risks" and put in place appropriate controls
  • Quantitative knowledge on product pricing algorithms
8

Product & Market Growth Consultant Resume Examples & Samples

  • Bachelor's degree in Market Research or Engineering; concentration in Product Diversification, Product Research, or Market Intelligence within the Manufacturing Industry
  • Five years of high volume project management within Research / Development for the manufacturing industry with operational / conversational knowledge of Technology-Driven Market Intelligence, Technology Transfer or Technology Commercialization
  • Excellent verbal / written communication skills with the ability to compose correspondence, draft proposals, and use technical writing methods
  • Strong interpersonal skills to develop professional relationships and contract closures
  • Superior organizational and project management skills including development of strategic and operational plans (budget projection)
  • Strong customer service skills with a commitment to performance excellence through sales presentations and funding solicitation
  • Office computer skills including use of Customer Relationship Management software
  • Valid US or Canadian driver’s license
9

Competitive Market Intelligence Consultant Resume Examples & Samples

  • 3 - 5 years of experience in Life Product Management, Life Competitive Intelligence, and/or Life Marketing or Life Sales
  • Intermediate skills in Microsoft Office (Outlook, Word, PowerPoint) including knowledge of systems applications and processes
  • Evaluate trends in data or information
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues)
10

Lead Market Intelligence Consultant Resume Examples & Samples

  • Execute data and research centralization project including VOC, market reports, competitive info, reimbursement data, market ASPs, etc
  • Uses research findings to identify and make recommendations for new business opportunities and portfolio expansion
  • Responsible for competitor analysis and surveillance, create and distribute summaries from quarterly conference calls, earnings updates, trade materials and tradeshows
  • Establishes and maintains a series of relevant and diverse information sources on current and adjacent markets
  • Leverages best practices for VOC including quantitative and qualitative research methods where appropriate
  • Consults, coordinates and oversees the design, with third-party resources and participates directly (where needed) in primary and secondary market research
  • Drives continuous improvement in the development, modification and adjustment of procedures, policies, processes and technologies as it relates to data aggregation and analysis
  • May be required to provide model support to multiple segments of the business, including portfolio marketing, product marketing and business development
  • Facilitates and coordinates strategy planning
  • Collaborates with other Stryker divisions to leverage cross-divisional knowledge, data sources and opportunities
11

Senior Product Market Consultant Resume Examples & Samples

  • Build relationships with key contacts within each health plan, including cross-functional team and vendor partners
  • Lead myMoney Connect program implementations and scale for health plans across all partners
  • Play a key role in defining and documenting product enhancements to aid in creating new program capabilities
  • Anticipates customer needs and requirements for the State Health Plans
  • Identifies and resolves solutions to non-standard requests and problems
  • Translates concepts into strategy and practice
  • Provides explanations and information to others on complex/difficult issues
  • Coaches, provides feedback, and guides others – seen as a myMoney Connect subject matter expert
  • Lead meetings with the health plans
  • Manages myMoney Connect content and marketing requirements
  • Understand all aspects of the program and effectively communicate with the health plan and partners
  • Initiate consumer content and marketing material for myMoney Connect approvals. Manage process through to completion
  • Reviews myMoney Connect content provided by the health plan and approves prior to making it commercially available
  • Benchmarks and understands competitive products
  • Undergraduate degree (marketing, business, or related)
  • 3 years’ experience working with multiple levels of a diverse organization
  • 3 years project related experience
  • 3 years marketing, business development or related experience
  • 3 years’ experience gathering key information, addressing questions, and interpreting information to senior leaders
  • Knowledge of HEDIS requirements and measures
  • Experience with financial services consumer offerings and loyalty programs
  • Ability to build strong relationships
12

Anti-bribery & Corruption Market Consultant Resume Examples & Samples

  • Interacts regularly with clients (both internal and external) to provide leadership, expertise and guidance in translating how processes meet the client’s needs in a persuasive business case and identify and recommend solutions to meet client needs
  • Develops and maintains an in-depth understanding of all client objectives. Performs the appropriate operational analysis and formats the results into a professional client presentation/workflow
  • Understands profit and loss analysis in one or two market segments and industry. Makes sound business decisions based on this data
  • Responsible for identifying and communicating to management, sales professionals or other team members best practices within their specified industry
  • Expected to participate in and effectively lead the workflow presentation to the client mainly via telephone/WebEx, and provide risk information and analytics and market specific knowledge and understanding of the proposed solution
  • Works closely with market planning and product management in the development of tactical plans to ensure execution against the strategic plan/vision for the particular market segment
  • Document and communicate to market planning new solutions and opportunity ideas obtained through interaction with client engagements. Document the potential revenue impact to build a business case for resource allocation
  • Builds relationships with key client stakeholders and decision makers. Develops LexisNexis Risk Solutions advocates at clients that support our solutions
  • Develop new tools for showcasing performance; ROI/Profit Proposals, etc
13

Go-to-market Consultant Resume Examples & Samples

  • Applies broad knowledge of insurance policy, coverage, and regulation
  • Applies broad knowledge of claim processes, policies, procedures, claim systems, coverage, liability, damage estimating, and/or settlement, and adherence to applicable legal compliance standards
  • Applies broad industry knowledge to discipline practices, including best practices, to support the business unit
  • Applies broad ability to leverage learned technical skills in support of team objectives
  • Applies broad negotiation and/or arbitration skills
  • Applies broad knowledge of training facilitation and coaching skills
  • Provides broad individual decision making within authority limits
  • Has and maintains all appropriate licenses and registrations for the role per state requirements
14

Market Well-being Consultant Resume Examples & Samples

  • Computer literate (MS Word, Power Point, Excel). Proven analytical skills,
  • Strong oral and written communication skills including the ability to speak to large audiences
  • RN/LPN
15

Market Consultant Resume Examples & Samples

  • No compliance violations the last two years
  • Professional certification or license (if required by specific state)
  • Valid driver's license and acceptable driving record is required
  • Qualified candidates must be legally authorized to be employed in the United States. Lilly does not anticipate providing sponsorship for employment visa status (e.g., H-1B or TN status) for this employment position
  • Candidate meet one of the following qualifications
  • Previous Account Management/MHS experience with local payers, hospital, and/or IHS
  • Previous Lilly experience as a District Sales Manager
  • An incumbent M3/P5 level with Payer experience
  • Advanced Degree (e.g. MBA, Pharmacy)
16

Principal Consultant / Market Director Resume Examples & Samples

  • Demonstrated track record in client development in a Seller/Doer environmental consulting services business model. Candidates should have a network of client contacts in the greater Seattle market as well as throughout the Northwest, and possess strong business development and project management skills
  • Strong background of working with FERC and NEPA permitting in support of transportation, pipeline, and energy projects is highly desired
  • Demonstrated experience with driving growth of operation through new service areas and expansion of existing service areas
  • Over 20 years’ experience as a Successful Project Manager/Principal with an environmental consulting/engineering firm with demonstrated success in business development and marketing to new and existing clients in the greater Northwest region
  • Demonstrated experience in preparing and winning proposals
  • Responsible for increasing business from accounts under management. Will work with other company project managers and sales professionals on developing efficient business development strategies for new and existing customers
  • S. in engineering, science, or related field of study at a minimum
  • Strong communications skills, both written and oral
  • Staff management or operational experience is a plus
  • Track record of profitable business success
  • Sales development of clients through direct client contact. The goal will be to capture new and follow-on work, expand TRC service offerings, and support TRC value propositions
  • Identify and develop new business opportunities, and delivery of responsive, high quality services
  • Direct, manage, and monitor multiple project budgets, scopes and schedules for submittals and other consulting documents
  • Lead and mentor project managers on strategic pursuits including proposal development and client meetings, and help maintain strong relationships with key leaders within the TRC Environmental Sector
  • Review RFQs and prepare proposals
  • Maintain a current book of business along with a billable utilization target
  • Work across TRC service lines to -sell TRC services and increase business from accounts under management
17

Principal Consultant / Market Director Resume Examples & Samples

  • Demonstrated track record in client development in a Seller/Doer environmental consulting services business model. Candidates should have a network of client contacts in the Connecticut market as well as throughout the Northeast, and possess strong business development and project management skills. A background of working in Fairfield County is strongly desired
  • Strong background of working with manufacturing and industrial clients
  • Drive growth of operation through new service areas and expansion of existing service areas
  • Project Manager/Principal with an environmental consulting/engineering firm that has project experience in environmental, construction, remediation, health and safety, sustainability environmental compliance. Demonstrated experience in preparing proposals and executing work
  • Responsible for cross-selling and increasing business from accounts under management. Will work with other company project managers and sales professionals on developing efficient business development strategies for new and existing customers
  • Ability to interface well with and develop a rapport and positive relationship with our clients and employees
  • Bachelors in Engineering, Environmental Sciences or related field of study at a minimum
  • Minimum of fifteen (15) years of experience of demonstrated success in business development and marketing to new and existing clients in Northeast region with a focus on the Connecticut area
  • Strong communications skills both written and oral
  • Direct, manage and monitor multiple project budgets, scopes and schedules for submittals and other consulting documents
  • Work to cross-sell TRC services and increase business from accounts under management
18

Principal Consultant / Market Director Resume Examples & Samples

  • Demonstrated track record in client development in a Seller/Doer environmental consulting services business model. Candidates should have a network of client contacts in California and possess strong business development and project management skills
  • Strong background of working with CEQA permitting in support of water resources
  • Over 20 years experience as a Successful Project Manager/Principal with an environmental consulting/engineering firm
  • B.S. in engineering, science, or related field of study at a minimum
  • Minimum of twenty years of experience of demonstrated success in business development and marketing to new and existing clients in California
19

Go-to-market Consultant Resume Examples & Samples

  • Bachelor’s degree in communications, business or related field
  • 3-5 years business experience, including experience in medium to high complexity change management activities
  • Working knowledge of Adobe Illustrator, InDesign or Photoshop strongly preferred
  • Proficient in Microsoft Office Suite (e.g. Word, PowerPoint, Excel)
  • Advanced use of Microsoft PowerPoint and Word
  • Highly advanced written communications, verbal communications and interpersonal skills, including experience developing and delivering internal and external communications
  • Advanced project management and organizational skills
  • Ability to influence actions/decisions at all levels
  • Ability to own change management direction
20

Consultant, Market Intelligence Resume Examples & Samples

  • Play a key role in developing strategic recommendations by assuming ownership of initiatives in one or more key areas of research and analysis, including Competitive Intelligence, Market Intelligence and Customer Experience
  • Spearhead competitive efforts taking ownership of tracking and understanding key direct and indirect competitors to support product management and sales and marketing efforts through the development of competitive playbooks, briefs and landscapes among others
  • Present analysis to top management and develop market update presentations for the Senior Leadership Team as input to leadership reviews of product and sales strategy
  • Work closely with product management, marketing, engineering, sales, and other stakeholders across CPSD and Dell EMC
  • Lead research initiatives: create frameworks to solve complex business problems, and tap customer, field and partner intelligence to develop corporate strategy recommendations
  • Conduct market proprietary and secondary market research to identify potential market opportunities and to support new product and services
  • Market strategy experience in technology from a top tier strategy consulting firm, investment banking or equity analyst firms such as McKinsey, BCG, Morgan Stanley, Goldman, etc
  • Strong experience conducting competitive intelligence research and programs
  • Strong experience in industry and market analysis, segmentation, sales and customer analysis in technology environments
  • Understanding of major software and hardware vendors, system integrators, VARs/ISVs
  • Knowledge of Data Center architectures, Cloud Computing technologies data center virtualization consolidation, disaster recovery, backups, and networking, databases, reporting tools, middleware, security, monitoring and high availability systems
  • Bachelors (CS/EE/Technology) or equivalent and MBA from a top school strongly preferred
  • Strong written and oral communication skills, including public speaking to large audiences. Thought leadership preferred
  • Fast-paced decision making
  • Able to prioritize projects and work seamlessly with various stakeholders
  • Entrepreneurial bent with an ability to work independently with minimal supervision in a fast-moving environment
  • Able to analyze financial, sales, support and survey data for insight and trends
21

Senior Consultant, Market Mix Modeling Resume Examples & Samples

  • Understand and translate statistical models to address client business problems
  • Lead team in the data synthesis process, solution design and creation of actionable insights, implications and recommendations to address client's business issues in the areas of marketing optimization, pricing analytics, social/digital analytics
  • Provide high-end consulting to clients to help them sharpen their business strategy by implementing analytical models using techniques like Linear Regression, Logistic regression, Bayesian regression, agent-based modeling, Factor analysis, Cluster analysis, Sampling, ARIMA that support the realization of business objectives
  • Design and execute market mix optimization engagement and pricing studies based on historic sales data and develop sophisticated analytical frameworks that add value to the client and results in new projects and revenue stream
  • Develop KPI frameworks for evaluating direct and indirect impacts of marketing campaigns
  • Generate knowledge sharing trends in the team, participate in developing white papers & share new trends in marketing analytics with colleagues and also evolve one’s own opinion on the concepts
  • Technical mastery in tools such as SAS/SPSS/R/Alteryx and Spotfire/Tableau
  • Strong experience in marketing analytics domain- exposure to Market Mix modeling and pricing analytics
  • Practical experience developing sophisticated statistical or econometric models
  • Excellent written and verbal communication skills & Client result oriented
  • ​Should have worked in the analytics industry for 5-8 years
  • Ability to mentor and lead teams
22

Enterprise Customer Experience Market Consultant Resume Examples & Samples

  • Collaborates with Product Owners and team leadership to track and report on Portfolio of work
  • Bachelor's degree in Communications, Business Administration or related field
  • Strong written and verbal communication skills with ability to communicate business strategy and outcomes
  • Communications experience with teams and leaders at all levels of the Enterprise preferably on customer experience or operational improvement initiatives
  • Ability to develop and finalize presentations for audiences at all levels
  • Understands Lean Six Sigma, Customer Experience principles, Design Thinking, and Lean Start Up and how the disciplines are leverage to solve consumer problems
  • Ability to communicate complex business processes to audiences at all levels of the Enterprise
  • MUST be comfortable facilitating/presenting at customer events, facilitating workshops, and communicating to audiences inside and outside of the Enterprise
  • Ability to filter complex information into succinct actionable insights
  • Customer Experience toolset with experience in Lean Start-up, Net Promoter System, Agile/Scrum, Lean Six Sigma and User Experience Design competency
  • Visualization skills, story boarding (Creative Strategist)
  • Understanding of process improvement methodologies and tools (Six Sigma, Lean, DoE, DFSS, BPMS, TQM etc.), design thinking, critical thinking, and change management principles
  • Hands on experience is essential; directly leading projects and facilitating improvement teams
  • Excellent presentation skills with solid communication capabilities and practices, both oral and written (Prefer both floor level and class room training experience)
  • Demonstrates a results-based leadership style with strong impact and influencing skills
23

Global Market Consultant Resume Examples & Samples

  • Ensures clients are prepared for important market and Northern Trust developments
  • Assists clients with custody related inquiries including market due diligence exercises
  • Supports clients with their internal initiatives and lobbying activities; and
  • Translates client needs into actionable projects for Northern Trust to foster the continued evolution of our global custody servicing capabilities
  • Utilizing their global custody and Northern Trust expertise to provide premier consultant services to a top-tier client base
  • Deploying high-quality content in a time-sensitive, comparative (to other custodians) environment
  • Brokers and provides cross-functional knowledge share sessions both virtually and in-person
  • Hosts and conducts on-site due diligence investigations with clients to local markets when requested
  • Establishes close client relationships to foster engagement and cooperation, becoming our client’s “first point of contact” on global custody matters
  • Understands the internal operational infrastructure of in-scope clients
  • Proactively contacts in-scope clients to solicit opportunities for Northern Trust to assist in their current mandates
  • Provides industry insight and risk management expertise to guide clients in the launch of their new products or strategies
  • Actively monitors local market and internal Northern Trust developments cross-functionally in all custody servicing areas including but not limited to income and capital gain tax treatment, settlement practices, documentation requirements, and beneficiary ownership rules
  • Ensures in-scope clients are leveraging and benefiting from the most evolved Global Network capabilities we offer
  • Develops and maintains relationships across Northern Trust, including but not limited to Operations and Technology, Global Fund Services, FX Trading, Legal, etc. to help expedite the completion of their deliverables
  • Maintains expertise on markets of high client interest, broad custody concepts, current developments, and unique market nuances
  • Serves as the eyes and ears of our client base and provides feedback to interested internal parties
  • Represents Network Management during conference calls, client visits to Northern Trust, and client Board meetings
  • Serves as key advisor on relevant significant business decisions
  • Exhibits leadership and provides comprehensive and in-depth consulting to clients at the highest technical level
  • Keeps abreast of industry trends
  • Maintains regular contact with industry peers, regulators, and professional organizations
  • Responsible for multiple client assignments
  • The position may annually require 4 -6 weeks of travel
  • Global custody expertise
  • 10 years of global custody or equivalent experience
  • 5 years of Network Management or client relationship management experience
  • Technical expert without management responsibilities
  • Exceptional interpersonal and communication skills (written and oral)
  • Extraordinary client service capabilities
  • Self-motivated
  • Takes ownership of their work
  • Takes pride in producing work of the highest caliber
  • Comfortable presenting before clients and internal management
  • Successful project manager
  • Well-developed leadership skills
  • Team player with a flexible attitude and adaptive approach
24

Market Consolidation Consultant Resume Examples & Samples

  • Works with sales and state management to adjust win rates to meet issuance targets
  • Takes accountability for data integrity and accuracy for reporting and communicate any reporting issues to the profiling analyst
  • Accurately completes time sensitive deliverables within established standards
  • Takes initiative to suggest ideas to improve workflow or product when possible and makes recommendations concerning improvement to any and all aspects of the consolidation process
  • Actively mentors team members on cultivating technical expertise
  • Identifies issues that may arise and follows proper escalation path
  • Collaborates with Account Manager TSM and RVP to create action plans to ensure desired issued premium amounts as defined by the Letter of intent
  • Responsible to maintain Market Consolidation Folder on Shared drive to maximize visibility of processes to management and quoting staff
  • Drives net conversion results and consolidation success
  • Bachelor’s degree preferred and a minimum 3-5 years of insurance experience or experience commensurate with responsibility of the role
  • Regularly exercises independent judgment and works with minimal oversight
  • Ability to understand the team goals and help lead team towards these goals
  • Assists in identification of people’s strengths in support of a learning environment
  • Motivates team members
  • Escalates team conflicts to manager for resolution
  • Demonstrated success in a service related industry. Insurance knowledge a plus
  • Must be knowledgeable with all state specific information specifically book roll entry
  • Proficiency in using computer applications including but not limited to MS Office Suite
  • Proficient on job specific tools i.e. Quoting Partner Select Databases & Reports
  • Contact/exposure to sensitive or confidential information requiring use of tact and judgment
  • Awareness of all other MC processes and accountabilities such as accurately quoting quality assurance customer communication issuing and endorsing of policies
  • Problem Solving/Judgment - Thinks critically and anticipates recognizes identifies and develops solutions to problems in a timely manner
  • Consultative - Uses professional or technical expertise to advise intervene and/or influence a customer or partner over whom there is no direct authority
  • Accountability - Proactively identifies present and future obstacles issues and opportunities; takes actions to address such obstacles issues and opportunities
  • Flexible and Agile - Easily adapts to new different or changing situations requirements or priorities. Has an understanding and appreciation of individual differences
  • Business Acumen - Demonstrates knowledge of the Personal Lines Business including product offerings financial position distribution channels and service strategies
  • Anticipates stakeholder needs and communicates proactively to address
25

Real World Evidence & Market Access Consultant Resume Examples & Samples

  • Master’s / Bachelor’s Degree (or equivalent) in Public Health, Health Outcomes, Health Technology Assessments, Statistics or a related field is required
  • Work experience in healthcare or the pharmaceutical market research highly desirable. Strong ability to design custom surveys is required. Experience doing survey programming considered a strong asset
  • Strong verbal and written communication skills are required along with demonstrated ability to manage client relationships to meet expectations
  • Collaborative, flexible and effective team player able to operate in many instances in a virtual environment
  • Must be a motivated, self-starter, able to prioritize work, handle multiple projects and display initiative in approach to work
26

Market Consultant Resume Examples & Samples

  • You have a Bachelor degree in business or related field
  • Your experience/knowledge in financial services business processes is a minimum of five years
  • The ability to gather relevant information systematically
  • Consider a broad range of issues
  • Grasp complexities and perceive relationships among problems, has been demonstrated by you
  • Your shown ability to combine disparate information into accurate logic and analysis
  • Planning/Process Management
  • Your skill at scoping out length and difficulty of tasks and projects
  • Ability to set objectives and goals
  • Your ability at figuring out the processes necessary to get things done, organize people and activities and understand how to separate and combine tasks into efficient work flow
  • Presentation and consultation skills
  • Presentation and/or facilitated led training experience
  • Your ability to effectively present information in a variety of formal settings (one-on-one, small and large groups, peers, subordinates and organization leadership)
  • You command attention and manage group process during the presentations
  • Your ability to change tactics midstream when something isn’t working
  • Experience working with a sales force
  • Management skills including negotiating, leadership, delegation, planning and organization
  • Your experience leading projects or ownership for divisional and cross-functional projects and initiatives
27

Market Based Consultant Resume Examples & Samples

  • Maintain a thorough record of the Outside Activity review including the analysis and final outcome
  • Work with advisors, Financial Centre Managers, and Regional Vice Presidents to gather the information required
  • Act as a resource for team leads in Individual Service and Dealer Operations
  • LI-BY1
28

Market Financial Consultant Resume Examples & Samples

  • Strong communication skills and ability to work with others to develop common solutions
  • Comprehensive knowledge of all Microsoft Office applications, with a focus on Excel and multi-dimensional databases
  • Knowledge of Hyperion, SAS and SQL Server