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.

• Build and nurture relationships with community stakeholders.
• Develop and execute project engagement strategies that capitalize on opportunities and mitigate risk for infrastructure projects.
• Lead or assist with crafting, implementing, and managing engagement plans, messaging, and budgets.
• Provide timely advice and counsel to internal audiences on local community interests, cultural awareness, relationship management, partnership opportunities, negotiations, issue management, and risk and opportunity assessments — including bringing the voice of communities into Enbridge for appropriate and timely consideration.
• Lead planning and execution of project media and communications strategies, including interaction with local media outlets, development of internal briefing materials, and drafting of messaging and materials.
• Plan and manage project budgets and other resources with attention to cost efficiency and responsible stewardship of resources.
• Share regional knowledge and expertise with internal audiences.
• Serve as part of the Crisis Communications & Response Team (CCRT) during operational incidents, emergencies, or reputational events; periodically serve as the weekly on-call Public Information Officer on standby for 24/7 crisis communications response.

Advisor, Stakeholder Engagement for energy infrastructure projects.

Advisor, Stakeholder Engagement

Advisor, Stakeholder Engagement supporting energy infrastructure projects in the U.S. Northeast and Midwest, building relationships with community partners.

• Provide consulting services to clients in order to evaluate, recommend, design and implement information security solutions and process improvements
• Identify client requirements by establishing personal rapport with all clients and internal and external resources to understand business and information security requirements
• Develop knowledge of supported client areas and builds relationships by assessing, evaluating and fully understanding the needs and requirements of clients
• Provide strategic support to clients and leaders and advise clients on best practices and how to implement changes to address their business needs, potentially through the preparation of recommended alternatives
• Review and assess necessary data to address clients’ business and information security needs
• Lead process improvement and long-term information security solution discussions, and present outcomes in written and verbal format to senior management
• Drive investigative activities arising from security events escalated from the security operations center (SOC)
• Oversee cybersecurity emergency response actions including zero-day mitigation
• Be a key participant in project development surrounding new processes and the integration of new processes with existing ones; communicate changes to impacted clients and other resources
• May require extended work hours and overnight travel (up to 15%)

Senior IS Advisor consulting on information security for the Federal Reserve System

Senior IS Advisor, Treasury Services Division

Senior IS Advisor consulting on information security solutions and process improvements for the Federal Reserve System. Collaborating with technology teams to enhance security posture in economic and payment systems.

• 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.

• Design and govern enterprise compensation programs (structures, premium strategies, incentives).
• Lead enterprise-wide initiatives (job architecture, pay transparency, equity analytics, governance).
• Consult with executives and senior leaders; provide thought leadership and external trend insights.
• Establish methodologies and standards for market pricing, surveys, and salary structure maintenance.
• Oversee communication strategies and change management for compensation programs.
• Job architecture development and implementation.
• Job evaluation and leveling.
• Market pricing and benchmarking.
• Large, complex compensation project planning and implementation.
• Internal advising and consulting on compensation decisions to support the business.
• Influencing leaders without direct authority.
• Translating complex compensation concepts into understandable language.

Compensation Advisor designing and governing compensation programs within healthcare.

Compensation Advisor

Compensation Advisor designing compensation programs and consulting with executives in a healthcare setting. Leading initiatives and ensuring pay equity and market competitiveness.

• 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.

• Interviews clients and conducts a thorough assessment of their needs.
• Identifies appropriate resources.
• Supports the client in implementing the referral, and when appropriate, makes the linkage with other agencies for the client.
• Advocates for the inquirer, when necessary, to assist in contacting and utilizing resources.
• Conducts follow-up to ensure that the inquirer’s needs have been met.
• Uses crisis management techniques in accordance with agency procedures.
• Maintains complete and accurate documentation.
• Responsible for staying current with all ongoing training requirements for both services.
• Assists with community outreach activities as assigned by the management team.
• Actively involved with agency programs and events.
• Supports operations during times of disaster as defined by agency policy.
• Maintains up-to-date knowledge of agency processes and policies & procedures.
• Performs all other duties as assigned.

Community Resource Advisor providing 211 services for Gryphon Place

Community Resource Advisor – Part-Time

Community Resource Advisor role at Gryphon Place focusing on 211 services and client assessment. Involves identifying resources and crisis intervention for community members remotely.

• 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.

• Guide borrowers through the home lending application process, helping them understand next steps, set expectations, and move forward with clarity and confidence.
• Build trust with borrowers through consultative interactions across phone and written channels while delivering a seamless, high-quality customer experience.
• Manage application-related tasks with accuracy and attention to detail, ensuring files progress smoothly and important information is captured clearly.
• Identify issues, gaps, or inconsistencies in borrower information and partner with cross-functional teams to resolve them quickly and effectively.
• Support inbound and outbound borrower communication, including complex questions, escalations, and application updates.
• Contribute to process improvements that strengthen operational excellence and improve the borrower experience as the team scales.

Licensed Loan Advisor supporting home lending applicants through the application journey

Licensed Loan Advisor

Licensed Loan Advisor at Upstart guiding home lending applicants through the application process. Building trust and managing application tasks to enhance borrower experiences.

• Oversees the entire on-boarding process for assigned students
• Serves as a single point of contact after placement, ensuring students have all necessary equipment, and know how and when to access their courses
• Contacts late starting or missing students by phone and works to quickly on board them
• Plans and delivers online orientation sessions
• Monitors student participation
• Coordinates with K12 for the delivery of monthly online parent training events
• Moderates homeroom/advisory activities and creates required collateral, e.g. PowerPoint decks, handouts, etc.
• Serves as a liaison between the student and other academic teachers and administration
• Completes "win back" calls for students wishing to withdraw
• Examines academic progress and activity of students on their caseload on a regular basis
• Initiates recurring contact by phone with students and their families when students begin showing signs of failure/struggle as determined by grades, missed log-ins, course activity, and number of missing assignments
• Arranges and moderates advisor/parent/student/teacher conferences as needed to address performance concerns
• Assists students in creating a personal action plan
• Contacts every student on their caseload by phone for a regularly scheduled conference call
• Answers all phone calls from students, staff and parents
• Sends out daily and weekly blasts of important school-level information
• Assists with planning and implementing standardized testing
• Attends staff meetings
• Attends and participates in school and K12 sponsored Professional Development Events
• Assists in the development and updating of school policies and procedures via the student and parent handbooks

Advisor coordinating student and family support for Ohio Virtual Academy

Advisor, Grades 9-12

Advisor coordinating activities of the student and family support team for Ohio Virtual Academy. Provides educational support and customer service to students and families.

• 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.

• Oversees the entire on-boarding process for assigned students
• Serves as a single point of contact after placement, ensuring students have all necessary equipment, and know how and when to access their courses
• Contacts late starting or missing students by phone and works to quickly on board them
• Plans and delivers online orientation sessions
• Monitors student participation
• Coordinates with K12 for the delivery of monthly online parent training events
• Moderates homeroom/advisory activities and creates required collateral, e.g. PowerPoint decks, handouts, etc.
• Serves as a liaison between the student and other academic teachers and administration
• Completes "win back" calls for students wishing to withdraw
• Examines academic progress and activity of students on their caseload on a regular basis
• Initiates recurring contact by phone with students and their families when students begin showing signs of failure/struggle as determined by grades, missed logins, course activity, and number of missing assignments
• Arranges and moderates advisor/parent/student/teacher conferences as needed to address performance concerns
• Assists students in creating a personal action plan
• Contacts every student on their caseload by phone for a regularly scheduled conference call
• Answers all phone calls from students, staff and parents
• Sends out daily and weekly blasts of important school-level information
• Assists with planning and implementing standardized testing
• Attends staff meetings
• Attends and participates in school and K12 sponsored Professional Development Events
• Assists in the development and updating of school policies and procedures via the student and parent handbooks

Advisor coordinating student and family support activities at Ohio Virtual Academy

Advisor, Grades 6-12

Advisor coordinating student and family support activities for Ohio Virtual Academy. Engaging in high-touch educational support and community partnerships to enhance student success.

• 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.

• 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.

• Connect with people who already asked for help protecting their families
• Build your own agency
• Design your schedule
• Create freedom, impact, and income you deserve

Client Protection Advisor connecting with families seeking financial protection

Client Protection Advisor

Client Protection Advisor connecting with families in Lorain, OH. Building a personal agency with strong mentorship and uncapped earning potential while designing your own schedule.

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