Advisor

• 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.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients 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 to reflect any changes
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor engaging with clients at Northwestern Mutual - Central Illinois

Client Advisor – Sports Experience

Financial Advisor at Northwestern Mutual - Central Illinois engaging with clients and providing personalized financial guidance. Collaborating on financial strategies to safeguard clients' financial well-being.

• 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 and community involvement.

Client Advisor, Athletic Background

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Manage the Microsoft Enterprise Agreement renewal & true up process.
• Manage a pipeline of enterprise-level Microsoft sales opportunities.
• Provide pre-sales support to sales reps and customers on Microsoft licensing & cloud solutions.
• Identify new Enterprise Agreement and Azure CSP prospects.
• Deliver Microsoft product roadmap, licensing and financial content to customers.
• Participate in local customer events to deliver Softchoice content.
• Develop and deliver training to Softchoice sales teams on Microsoft products and services.
• Collaborate with Professional Services Architects and Managed Cloud Advisors to increase customer’s cloud consumption.
• Engage with local Softchoice sales teams and Microsoft sales teams to sell jointly into territories and customer accounts.

Enterprise Microsoft Software Advisor managing licensing and sales strategies for Softchoice.

Enterprise Microsoft Solution Advisor

Enterprise Microsoft Software Advisor managing Microsoft licensing and enterprise-level sales at Softchoice. Driving growth through strategy execution and collaboration with local sales teams.

• 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.

• Be an expert in all Zillow Rentals Network products and services
• Perform a high volume of calls (approximately 40 per day) to increase participation from multifamily rental management companies
• Utilize Salesforce, Salesloft, and internal and third party reporting to prospect and strategize, log activity, and manage your calendar and opportunities.
• Clearly communicate performance expectations to clients internally and externally.
• Consistently meet and exceed success metrics, including revenue and retention, as well as activity based KPIS
• Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs
• Serve as a brand ambassador for Zillow Group, representing the best interests of the company, its advertisers, and industry partners
• Represent the voice of the customer to influence product, marketing, and sales process and improvement
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction to drive insight-led, value-based conversations

Business Advisor focusing on client growth and retention in real estate sales

Business Advisor, SMB, Rentals

Business Advisor in Zillow Rentals driving growth and retention for existing client portfolios through consultations and strategic insights. Collaborating with clients to achieve sales goals and enhance partnerships.

• Support national account strategies for multi-region rental partners by executing day-to-day account management activities
• Maintain data accuracy and coordinate with cross-functional teams to deliver a consistent, high-quality partner experience
• Drive renewals, adoption, and performance insights across distributed portfolios
• Serve as a brand ambassador for Zillow Group, representing the interests of the company, advertisers, and industry partners
• Mentor and educate partners on Zillow’s products and services to achieve shared goals
• Conduct regular business reviews with partners to assess goals, analyze results, and provide recommendations
• Analyze data and communicate insights to identify strengths and opportunities for partners
• Demonstrate expertise in local real estate trends, compliance, and market activity
• Utilize Zillow’s tech stack, including Salesforce and analytics tools, to manage business and client relationships
• Represent the voice of the customer to influence product, marketing, and sales process improvements
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction

National Business Advisor managing multi-region rental partner account strategies

National Business Advisor, Rentals

National Business Advisor managing multi-region rental partner accounts at Zillow. Supporting national account strategies through data management and education on Zillow’s products.

• Support the AMER Regional Lead and divisional stakeholders by preparing analysis, insights, and materials that enable growth strategies and elevate client relationships through world-class governance.
• Collaborate across functions, business lines, and client teams to identify and surface growth opportunities, providing the analytical foundation that informs decision-making.
• Produce and maintain monthly reporting packages, including renewal tracking, share of wallet analysis, and organic growth opportunity summaries.
• Compile and prepare quarterly executive reporting on Top 30 client performance for review by senior leadership.
• Track and report on growth plan progress and commercial market intelligence, ensuring data accuracy and timely delivery to stakeholders.
• Analyze NPS data and synthesize findings into clear insights and action plan updates for distribution to account and regional teams.
• Support the Account Business Plan process for respective divisions, coordinating inputs, tracking timelines, and ensuring quality and consistency of submissions.
• Execute Client Voice program activities, including coordinating enrollee identification, tracking survey progress, curating reports and insights, and preparing action items for non-promoters.
• Support the execution of Accelerate 2030 initiatives within the region, assisting in the translation of global strategy into localized action plans and tracking progress against key milestones.
• Maintain and update key business intelligence routines including organic growth opportunity tracking, white space pipeline analysis, renewal schedules, and quarterly business review materials.
• Contribute to Account Director onboarding by preparing orientation materials, coordinating learning resources, and supporting AI-enabled content delivery.
• Coordinate regional monthly Account Director calls, including agenda preparation, content curation, and post-call communications and follow-up.
• Provide responsive ad-hoc analytical and operational support for client and leadership requests, ensuring timely and accurate delivery.
• Work alongside Finance to support growth objective tracking, opportunity reporting, and data quality initiatives.
• Partner with Marketing to support Client NPS programs, coordinating regular touchpoints and helping translate survey outcomes into actionable recommendations.
• Collaborate with HR on Learning & Development initiatives, supporting program coordination and logistics for regional training and enablement activities.
• Perform regular validation of client contract data and account information, ensuring accuracy and consistency across regional reporting systems.
• Conduct external stakeholder data reviews, coordinating with account teams to verify and update information on a defined cadence.

Regional Insights & Enablement Advisor enhancing client relationships and business intelligence at JLL

Regional Insights & Enablement Advisor

Regional Insights & Enablement Advisor at JLL driving business intelligence and client relationships across the Americas region. Collaborative role with focus on analysis, governance support, and operational excellence.

• Act as the business lead on initiatives related to productivity optimization, pay structure design, and workforce management.
• Collaborate with data teams to scope, guide, and interpret quantitative analyses.
• Partner with HR and operational leaders to collect and synthesize qualitative data to complement analytical findings and help drive decision-making.
• Develop and present recommendations on incentive structures and workforce strategies that align with business goals.
• Develop comprehensive strategic plans and execute them with a minimum-viable-product mentality.
• Analyze current operations and workflows, identifying areas for improvement, and establish solutions to enhance efficiency and effectiveness.
• Drive stakeholder alignment and lead communication efforts for any proposed changes.
• Collaborate with senior stakeholders and lead cross-functional teams to define opportunities.
• Lead and manage multiple projects simultaneously, ensuring timely delivery and adherence to budget and quality standards.
• Scope, guide, and support the build of tools and dashboards that enable ongoing performance tracking and decision-making.
• Lead or support the ongoing use and refinement of newly developed tools and processes.

Strategy Advancement Advisor leading workforce management initiatives for CenterWell Home Health

Strategy Advancement Advisor

Strategy Advancement Advisor leading strategic initiatives focused on productivity and workforce management across CenterWell Home Health. Collaborating with data, operations, and HR to drive performance and engagement.

• Partner with Talent Business Leaders and Advisors to support the execution of core talent processes across the employee lifecycle
• Serve as the point of coordination for operational tasks such as Leaves of Absence (LOA), Flexible Work Arrangements (FWA), and relocations
• Act as a resource to employees and leaders by addressing routine talent-related inquiries and escalating complex matters as appropriate
• Collect, maintain, and prepare data and reports for review by the Talent Business Advisory and BU Operations teams
• Assist in identifying data trends or inconsistencies that may inform talent decisions or process improvements
• Ensure compliance with HR policies and procedures in all actions and communications
• Help drive awareness and understanding of talent programs through employee education and communication support
• Contribute to the implementation of firmwide and business-unit-specific talent programs

Talent Business Advisor Senior Associate facilitating core HR functions at Crowe.

Senior Talent Business Advisor

Talent Business Advisor Senior Associate at Crowe supporting HR operational and logistical needs. Collaborating with stakeholders for onboarding, performance management, and employee engagement efforts.

• Execute real estate strategies aligned to long-term business objectives
• Focus on portfolio optimization, asset performance, and lifecycle management
• Identify and recommend channel shifts, dealer strategies, and rationalization actions
• Provide clear guidance on where to grow, reposition, or divest
• Monitor network actions to ensure delivery against plan
• Use standardized tools and methodologies to strengthen decision quality

Network Planning Advisor optimizing retail networks at bp through data-driven insights

Network Planning Advisor

Network Planning Advisor optimizing bp’s retail networks through data-driven insights. Responsible for evaluating performance and translating analysis into actionable plans alongside the Portfolio Manager.

• 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.

• Executive Engagement and Workshops: Design and facilitate structured executive SICs, workshops and strategic advisory sessions for key FINS accounts; bring industry understanding, structured problem solving, and actionable pathways forward that deliver clear, actionable, and results-driven roadmaps for our clients and high-impact growth opportunities (ACV and NNAOV) for Salesforce.
• Strategic Account Support: Serve as a Financial Services industry subject matter expert on high-priority accounts; provide thought leadership insights to expand the value the Salesforce platform, consultatively tailor PoVs to what matter most to each client and contribute meaningfully to the account planning process in partnership with sales and solutions teams.
• Customer Storytelling: Craft bespoke, industry-specific perspectives that connect Salesforce capabilities to tangible business outcomes, accelerating our clients' evolution into autonomous, agentic enterprises.
• Executive Relationships: Win trust of executives for short-term sales wins and long-term partnerships; extend personal and professional relationships that open doors and build continuity across key accounts.
• A core pillar of this role is the design and stewardship of the frameworks, programs, and assets that make the FINS Industry Advisor team more effective at scale. This means thinking beyond individual engagements to build the infrastructure that enables the broader team: Developing shared methodologies that bring consistency across sub-verticals; Building field-ready tools and enablement assets that arm sellers with the context they need to engage confidently; Leading cross-functional programs that orchestrate resources around the highest-priority opportunities.
• The individual in this role operates as a force multiplier: translating industry knowledge into structured, reusable resources that raise the quality and efficiency of the entire IA organization.
• Primary IA Point of Contact for Specialist Sales: Serve as the dedicated liaison between the FINS IA team and the specialist sales organization building a strong operating rhythm with specialist leadership to align on market priorities, solution heatmaps, and co-selling opportunities.
• Specialist Enablement: Develop and deliver industry trend and solution overview content tailored specifically for specialist sellers, grounding them in the GTM motion, prioritized solutions based on what customers are buying, and industry buying patterns that drive their success.
• Opportunity: Synthesize market intelligence and solution analysis into specialist opportunity heatmaps that identify where industry knowledge and specialist expertise can intersect to drive pipeline and growth.
• Solution Playbooks: Co-create solution playbooks with specialist teams, anchoring content in industry use cases, customer stories, competitive context, and clear calls to action for sellers.

Industry Advisor role at Salesforce focusing on client engagement and strategic frameworks.

Industry Advisor

Industry Advisor role at Salesforce focusing on client engagement, delivering strategic insights, and enhancing FINS frameworks. Driving collaboration between clients and the specialist sales team.

• Support client onboarding, engagement and product utilization initiatives in collaboration with product coordinators and internal teams.
• Provide analytical product support, including inquiry resolution, trend monitoring, and issue escalation.
• Address functionality and content questions related to the CDB.
• Develop and maintain training materials such as user guides, one-pagers, and FAQs.
• Deliver virtual training sessions, including one-on-one sessions and scheduled webinars, to introduce and reinforce CDB functionality.
• Ensure a positive client experience through effective access management and product support.
• Monitor industry trends and integrate relevant insights into client interactions and product guidance.
• Partner with cross-functional teams to enhance product adoption and overall client value realization.

Product Advisor supporting healthcare performance initiatives using Vizient’s Clinical Data Base.

Product Advisor

Product Advisor supporting clients in healthcare performance initiatives through Vizient’s Clinical Data Base. Delivering training, education, and enhancing client engagement using analytics tools.

• drive the growth and success of our treasury management business
• deliver sophisticated treasury solutions tailored to complex business needs
• take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals
• act as a trusted advisor to clients and prospects providing insightful guidance and strategic advice on treasury management practices
• oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions

Treasury Management Advisor III at Huntington driving treasury management business growth

Treasury Management Advisor III – International

Treasury Management Advisor III at Huntington delivering sophisticated treasury solutions and managing complex client needs. Overseeing sales cycles for cash management, liquidity, card, and merchant services deals.

• supporting Merrill advisors with planning, personal philanthropy, and wealth transfer/tax minimization
• building relationships with advisors and analyzing estate and financial information
• developing planning strategies

Wealth Strategies Advisor supporting Merrill advisors with client planning

Wealth Strategies Advisor – Private Bank

Wealth Strategies Advisor role supporting Merrill advisors in financial planning and wealth transfer needs. Building relationships and developing strategies for high net worth clients in the U.S.

• play a critical role in designing and delivering high-quality, scalable Medicaid Drug Rebate applications
• lead efforts to work with development and product teams to optimize complex workflows
• creating intuitive, accessible, and visually compelling interfaces
• work will go beyond functionality—focused on crafting seamless, human-centered digital experiences
• supports the drug rebate solution for state clients in maintenance and operations
• collaborate with other stakeholder groups across the company’s Pharmacy enterprise
• works with product development teams and senior designers in developing design requirements

Medicaid Drug Rebate Product Advisor at Gainwell improving healthcare applications

Medicaid Drug Rebate Product Advisor

Medicaid Drug Rebate Product Advisor at Gainwell designing scalable applications for healthcare. Collaborating across teams to optimize workflows and enhance user experiences.

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
• Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
• Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
• Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.

Treasury Advisor delivering tailored treasury solutions for commercial clients

TPS Treasury Advisor – Food, Consumer & Ag

Treasury Advisor delivering tailored treasury solutions within BMO’s U.S. Commercial Bank. Partnering with sales professionals to drive growth and enhance client experience.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients 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 engaging with clients to provide personalized financial guidance

Financial Advisor engaging with clients to provide tailored financial strategies for asset and income protection. Working within a dynamic team culture to leverage personal ownership and independence.

Advisor jobs in Illinois

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Client Advisor – Athletic Background

Client Advisor – Sports Experience

Client Advisor, Athletic Background

Advisor

Enterprise Microsoft Solution Advisor

Policy Advisor

Business Advisor, SMB, Rentals

National Business Advisor, Rentals

Regional Insights & Enablement Advisor

Strategy Advancement Advisor

Senior Talent Business Advisor

Network Planning Advisor

Facility Condition Advisor

Industry Advisor

Product Advisor

Treasury Management Advisor III – International

Wealth Strategies Advisor – Private Bank

Medicaid Drug Rebate Product Advisor

TPS Treasury Advisor – Food, Consumer & Ag

Client Advisor, Athletic Background