Advisor

• Grow the small business economy by helping businesses with payroll, health insurance, 401(k)s, and HR
• Role-specific responsibilities are not provided; the posting contains placeholder text for the role and team descriptions
• The day-to-day duties section contains placeholder bullet points rather than actual responsibilities
• Actively engage with AI tools relevant to the role and develop AI fluency as technology evolves

Dedicated Service Advisor supporting Gusto’s payroll, benefits, and HR platform for small businesses

Service Advisor

Dedicated Service Advisor supporting Gusto, a provider of payroll, benefits, and HR solutions for small businesses. Role-specific duties and qualifications remain unspecified in the posting.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Lead complex initiatives to improve claim accuracy and operational efficiency
• Develop and apply statistical models and predictive analytics to identify opportunities within healthcare claims data
• Collaborate with cross-functional teams to migrate SAS-based edits to a new platform
• Drive enterprise data initiatives focused on improving data quality and operational effectiveness
• Design and execute model validation and performance monitoring approaches

Business Analytics Advisor leading data science initiatives at Cigna's Payment Integrity

Business Analytics Advisor, Payment Integrity

Business Analytics Advisor maintaining claim accuracy and operational efficiency at Cigna. Collaborating with teams to enhance AI-enabled analytics and data integration initiatives.

• Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations
• Prepare, input, and track commission batches received from sponsors and representatives
• Perform quality control on transactions and data to ensure accuracy and compliance with company standards
• Research and resolve discrepancies related to commission statements, payments, and account activity
• Support weekly compensation and payroll processing activities
• Maintain accurate records and documentation to support audit and compliance requirements
• Collaborate with internal teams and external partners to resolve issues and support operational workflows
• Assist with escalations, priority requests, and time-sensitive processing tasks
• Contribute to process improvement initiatives and support system enhancements as needed
• All other duties as assigned

Senior Compensation Advisor

• Applies expert knowledge of line of business products, services, and processes to serve as a subject matter resource in the assessment of complaint program risks and opportunities across multiple technologies and business goals
• Leads activities in support of servicing of complaints/inquiries through monitored channels within the organization, providing recommendations to the strategy, performance management, and consistent handling
• Distributes workload, oversees controls oversight, monitors telephone adherence, coaches, and motivates the team to adhere to their responsibilities to achieve organizational metrics
• Leads team projects, initiatives, presentations, and/or events and action plans; reviews, prepares, and approves written responses, member profiles, and executive summaries that meet established standards of appearance and content to represent USAA's executive management group
• Manages and resolves complex complaints and inquiries to assist the team in resolution activities
• Identifies opportunities to mitigate risks including process and procedure gaps and ensures timely changes are made; makes recommendations related to tactical strategies, performance, workload, technology, and operational effectiveness of complaint handling
• Applies expert knowledge for strategic and operational planning and process implementation to ensure that CEO Member Relations advisors are adequately trained, knowledgeable of process, goals, objectives, and strategies to successfully achieve metrics and action plan results
• Assists the team by assuming responsibility for complex complaints/inquiries through various processes and channels to ensure the needs of complainants are met and is a proxy for management including taking over escalated calls from advisors
• Demonstrates advanced knowledge of current policies, procedures, regulatory guidelines and enterprise complaint standards
• Facilitates communications with leadership and provides summaries of findings
• Leads activities to support the Annual Members' Meeting
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

MR Lead Advisor serving as subject matter resource in complaint handling

Member Relations Lead

MR Lead Advisor at USAA handling and resolving complex regulatory complaints. Leading team projects while ensuring compliance with laws and regulations.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
• Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
• Develops best in practice solutions to the most complex business challenges
• Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
• Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develops and communicates audit testing, control testing and examination requests
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
• Serves as a coach and mentor and on-the-job trainer for other team members
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Advisor Lead providing planning and implementation guidance for financial services.

Business Advisor, Lead

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

• Design, develop, and maintain complex technical solutions, including custom user interfaces, automation tools, and data pipelines supporting provider data, adoption, and regulatory compliance initiatives
• Build and enhance UI-driven tools and workflow solutions that automate manual processes, enable structured data collection, and support downstream reporting and analytics
• Develop and maintain ETL processes that ingest, transform, reconcile, and consolidate data from multiple internal systems and external vendor files
• Automate complex reconciliation and matching processes, reducing manual effort and enabling low-touch or one-click workflows for operational teams
• Translate business and operational requirements into scalable technical solutions, including data models, ETL logic, automation workflows, and backend processing across multiple platforms and data sources
• Refactor and modernize legacy reporting and automation solutions, improving performance, scalability, reliability, and maintainability across enterprise migration and modernization initiatives
• Work hands-on with complex and incomplete (“messy”) data, partnering with business stakeholders to understand upstream processes, data gaps, and system behaviors
• Partner directly with IT teams at a technical design level, defining data structures, tables, indices, and upstream capture requirements to ensure solutions are implemented correctly and sustainably
• Serve as a technical liaison between business and IT, while also performing hands-on development work; this role is a hybrid of developer and business analyst, not a requirements-only position
• Support end-to-end technical delivery for high-visibility initiatives, including enterprise migrations, automation programs, provider data modernization, and regulatory reporting
• Identify opportunities for process improvement and automation to reduce manual effort, improve data quality, and increase operational efficiency
• Ensure data accuracy, consistency, and reliability across regulated and compliance-sensitive environments through strong development, validation, and quality practices

Data Management & Reporting Advisor designing technical reporting solutions for provider data quality

Data Measurement and Reporting Advisor

Data Management & Reporting Advisor at Cigna developing technical solutions for provider data quality and compliance, ensuring operational efficiency through automation and analytics.

• Provide timely, accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies
• Examine the work performed by stakeholders and vendor partners for any process or service failures identified within moderately complex complaints
• Execute the end-to-end lifecycle to resolve logged consumer complaints and deliver outcomes verbally or written to complainants, leadership, and, on occasion, to regulators
• Collaborate with stakeholders to apply knowledge of Function or Line of Business products, services, and processes to serve as a resource and advocate in the resolution of complaints
• Identify business process opportunities and develop summaries to mitigate risks and escalate process gaps
• Communicate effectively in multiple platforms with complainants, executives, legal, other internal and external stakeholders

Advocacy Advisor II providing compliant responses to complaints for USAA.

Advocacy Advisor II

Advocacy Advisor II providing compliant responses to complaints for USAA. Collaborating with stakeholders to address member issues while maintaining documentation and process improvements.

• Develop, maintain, and monitor operational risk and control frameworks across client implementation and eligibility processes.
• Document and update end‑to‑end process flows, risk assessments, and Risk & Control Matrices (RCMs) to reflect current‑state operations.
• Perform control testing and ongoing monitoring activities to assess control design and operating effectiveness.
• Track, document, and support remediation of control deficiencies, ensuring timely closure and sustainable corrective actions.
• Coordinate and support internal and external audit activities, including evidence gathering support, walkthrough preparation, and audit response support.
• Identify emerging operational risks, control gaps, or process breakdowns and escalate issues with clear risk articulation.
• Recommend practical mitigation strategies and control enhancements aligned with a risk‑based controls approach.
• Partner with Operations and Quality teams to embed control requirements into business processes.
• Support audit readiness activities related to SOC 1, SOX, and internal quality reviews.
• Maintain accurate documentation and support reporting on control health, testing results, and remediation status.

Control Testing & Monitoring Advisor supporting operational risk and control activities at Cigna.

Control Testing & Monitoring Advisor

Control Testing & Monitoring Advisor responsible for managing operational risk and control activities within Cigna’s Client Service & Operations. Collaborating across teams to ensure audit readiness and process improvement.

• Assess and monitor risks related to data integrity, system changes, system access, and technology-enabled operational processes.
• Design and implement controls supporting data governance, data quality, user access management, and change management practices.
• Develop and maintain control templates, standards, and guidance for technology, data, reporting, and analytic governance processes.
• Evaluate control design and operating effectiveness for technology and automated application controls, including support for audit readiness.
• Perform root cause analysis on data or system-related control failures; drive remediation plans that are sustainable, measurable, and aligned with risk severity.
• Advise business and technology partners on integrating controls into system implementations, platform enhancements, process redesigns, and automation initiatives.
• Support the identification, documentation, and escalation of control gaps and emerging technology risks; recommend mitigation strategies and control enhancements.
• Partner with Operational, Technology, and Data teams to improve control automation opportunities and monitoring routines to reduce manual effort and strengthen reliability.
• Coordinate and support internal and external audit activities related to technology controls, including walkthroughs, supporting evidence collection, testing support, and remediation tracking.
• Contribute to reporting on control health, technology risk themes, control failures, and remediation progress to support leadership visibility and governance routines.

Technology Control Advisor improving data-related controls in Client Service & Operations

Technology Control Testing Advisor

Technology Control Advisor improving data-related controls and assessing technology risks in Client Service & Operations. Collaborating with Technology, Data Governance, and Operational teams to strengthen control design.

• Leverage data to answer business questions by identifying data needs, extracting data from relevant sources, and performing detailed analyses
• Use technical expertise (e.g., SQL, Python, PySpark) and analytical tools to explore operational data, identify trends, drivers, and outliers, and explain performance outcomes
• Design, build, and maintain standardized reports and dashboards that support C&CE operational reviews and decision-making
• Ensure data accuracy, consistency, and reliability through validation, reconciliation, and quality checks
• Partner closely with cross-functional stakeholder groups to align analytics outputs with business needs

Business Analyst Advisor delivering high-quality analytics for Cigna's Workforce Management team

Business Analytics Advisor, C&CE Workforce Management

Business Analyst Advisor delivering high-quality analytics and insights for Cigna's Workforce Management team. Collaborating closely with operations leaders and stakeholders to drive effective operational decision-making.

• Operate with a high degree of organization and accountability to meet deadlines, complete projects, and implement solutions with limited supervision
• Work cross-functionally to manage complex scenarios and drive alignment across pharmacy sites, partners, and stakeholders
• Identify and implement solutions that reduce returns, damages, and cost pressures while improving the member experience
• Design and execute pilots for alternative delivery methods to mitigate carrier-driven cost increases and improve service levels
• Own and continuously improve the end-to-end member experience related to medication delivery, including communication and issue resolution
• Serve as a trusted partner to leadership—demonstrating reliability, sound judgment, and the ability to navigate escalations and make high-impact decisions
• Build and maintain strong relationships with pharmacy leadership, carriers, and vendor partners to drive performance and influence outcomes
• Proactively educate carriers and partners on business objectives, operating models, and expectations to drive alignment and improve execution
• Lead and contribute to presentations for leadership, partners, and external stakeholders, clearly communicating strategies, insights, and outcomes
• Leverage data and analytical tools (e.g., Tableau, SQL, Teradata, Excel) to develop insights, reporting, and solutions that drive action
• Anticipate business needs by identifying gaps, trends, and opportunities, and translating them into actionable recommendations and business cases
• Retrieve, analyze, and synthesize data from multiple sources to support decision-making and communicate insights to leadership

Senior Advisor responsible for logistics strategy and optimization at Evernorth

Senior Advisor, Logistics Strategy – Optimization

Senior Advisor driving logistics strategy and optimization at Evernorth. Managing improvement initiatives and enhancing overall cost and performance in fulfillment and postage network.

• Perform comprehensive visual assessments of building systems including architectural, structural, mechanical, electrical, plumbing, and fire life safety components
• Document existing conditions, deficiencies, and operational performance of facility assets using standardized assessment methodologies and industry best practices
• Evaluate remaining useful life of building systems and components, applying engineering and architectural design standards to determine replacement timing and priorities
• Generate detailed cost estimates for capital repairs, replacements, and renewals to support client budget planning and strategic decision-making
• Utilize specialized assessment software platforms (VFA facility by Gordian, FOScore by CannonDesign, and Corrigo) to capture, analyze, and report facility condition data
• Collaborate with multidisciplinary assessment teams to ensure comprehensive coverage of all building systems and accurate reporting of findings
• Conduct on-site field work that requires extended periods of walking, climbing ladders, and accessing mechanical spaces and building infrastructure areas
• Prepare clear, professional assessment reports and presentations that translate technical findings into actionable recommendations for clients

Facility Condition Advisor conducting assessments and evaluations for real estate assets

Facility Condition Advisor

Facility Condition Advisor focused on comprehensive facility assessments for diverse real estate portfolios. Utilizing technical expertise and assessment software to assist clients with strategic capital planning.

• The Business Advisor provides franchisees with industry training and support in assigned region while driving profitability, as well as being part of new store launches.
• Building, driving, and implementing a strong Catering program to franchisees
• Implementing franchisee store Startup Program
• Maximize restaurant profits at each location through business performance, P&L reviews, training, and store operation evaluations.
• Oversee the operations of multiple restaurants
• Developing sales strategies and business development plans
• Collaborate with the marketing team to execute local campaigns (active and digital)
• Understanding KPIs & analytics
• Training and reinforcing the franchise model, system, and best practices
• Guide, train, and manage hourly employees, management, and supervisors
• Ensure that all branches follow safety, health, and business laws and regulations and operation of essential equipment.
• Compiling brand compliance data
• Uphold brand standards of excellence and service, guaranteeing quality performance
• Organize and implement training programs for franchisees with increasing brand awareness in your region
• Participating in regional meetings; completing, maintaining, and processing required paperwork
• Maintains a high level of knowledge and skills in all areas of operations and training
• Consults with franchisees to ascertain and define needs or problem areas and determines scope of investigation required to obtain solutions.
• Advises Brand Leader on issues identified through communication with franchisees.
• Following up with franchisees on weekly/bi-weekly basis to ensure the best results.
• Compiles brand compliance data and helps franchisees upgrade their image.
• Completes, maintains, and processes required paperwork, records, and daily reports
• Maintains daily and weekly schedule in Microsoft Outlook (minimum of two weeks in advance).
• Responsible for building and following instructions for new location setups; including having full understanding of tools and ability to use.
• Taking initiative to advance programs that will benefit the brand and all franchisees.

Business Advisor providing franchisee training and support for Mediterranean restaurant chain

Business Advisor

Business Advisor providing support and training to franchisees of The Great Greek Mediterranean Grill. Overseeing operations, developing sales strategies, and ensuring compliance across multiple locations.

• Partner with Relationship Managers and external Centers of Influence to acquire, grow and retain relationships by creating best-in-class customer experiences for Business Banking customers to support lending needs
• Demonstrate expertise in credit analysis and underwriting for complex business clients, including the ability to assess financial statements, cash flow, collateral, and risk factors in coordination with credit partners, and present recommendations to clients
• Generate new business from existing or independently sourced new client relationships and work in close partnership with Relationship Managers to enable acquisition of the full client relationship
• Proactively provide feedback and present ideas for improving or implementing processes and tools
• Manage the sale of products or services within a specified district, territory or lending vertical
• Select and develop referral sources, leads and contacts and participate in trade shows and sales events, as required
• Provide management with appropriate and timely reporting and communications regarding lead generation, new transactions, forecast changes, market conditions and competitive issues
• Ensure that all transactions from origination through close of deal are processed completely, accurately, in accordance with quality customer service standards and turn-times

Senior Business Lending Advisor managing business banking client relationships

Senior Business Lending Advisor

Senior Business Lending Advisor partner with Relationship Managers to support lending needs and grow client relationships in business banking. Demonstrating expertise in credit analysis and underwriting for complex business clients.

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Wealth Advisor helping clients achieve financial objectives at TIAA

Wealth Advisor

Wealth Advisor collaborating with clients to identify financial goals and develop customized investment strategies. Managing a book of business and providing financial guidance in multiple locations across the US.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Serve as the primary point of contact for patients inquiring about Whole Body MRI and other Longevity services
• Guide patients through available options and help them understand the purpose and value of different imaging services
• Clearly explain program components, including optional add-ons, in a patient-friendly manner
• Address common questions and concerns to support informed decision-making
• Facilitate timely and accurate scheduling of appointments
• Maintain a high-quality patient experience across all interactions
• Accurately document conversations and follow appropriate workflows

Patient Advisor guiding patients through MRI scheduling at SimonMed Longevity

Patient Advisor

Patient Advisor at SimonMed Longevity supporting patients with Whole Body MRI services. Guiding patients through decision-making and scheduling processes while maintaining high-quality patient experiences.

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