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.

• Partner with residents in independent living skills
• Provide on-site coverage and routine resident-care duties
• Ensure cleanliness of responsible areas
• Conduct urine drug screens and breathalyzer screens

Residential Advisor assisting residents with mental health needs

Residential Advisor – Mental Health Services

Residential Advisor assisting residents with independent living skills for mental health support. Providing on-site care and maintaining a safe, clean environment for residents.

• Lead product strategy for Medicaid claims-related domains, translating member, provider, benefits, clinical, and finance needs into clear product outcomes and domain roadmaps
• Shape the transformation of core adjudication capabilities by defining modern product direction, platform opportunities, and domain-level investment priorities
• Develop a deep understanding of Medicaid program operations, claims workflows, regulatory and policy context, client pain points, market dynamics, and ecosystem shifts
• Use product discovery, customer research, workflow analysis, data, and experimentation to validate problems, prioritize opportunities, and reduce delivery risk
• Partner with engineering, architecture, design, operations, implementation, sales, and client-facing teams to align domain strategy with feasible, scalable product execution
• Frame ambiguous domain and platform decisions, evaluate tradeoffs, and bring recommendations forward with clear rationale
• Create and evangelize product narratives that help stakeholders understand the transformation vision
• Define success measures for domain outcomes and use qualitative and quantitative insights to evaluate adoption, operational impact, user experience, and product performance
• Identify new product opportunities within Medicaid claims

Advisor Product leading Medicaid claims-related product domains at Gainwell Technologies

Advisor, Product – Medicaid Solutions

Advisor Product leading Medicaid claims-related product domains at Gainwell Technologies. Shaping product direction and strategy for core Medicaid capabilities in a fully remote position.

• 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.

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

Retirement Plan Advisor assisting individuals with 401(k) and financial planning

Retirement Plan Advisor

Retirement Plan Advisor assisting individuals in achieving successful retirement and financial future through presentations. Develop partnerships within assigned territories for employer-sponsored plans.

• 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.

• Manage and retain a high‑value book of ~200 Evolve listings.
• Build strong, strategic relationships that reduce churn and drive long‑term partnership value.
• Act as a performance expert by delivering clear, data‑driven insights on property and portfolio performance.
• Serve as a trusted, go‑to resource for owners - providing support, strategic guidance, and growth recommendations.
• Proactively identify opportunities to improve owner performance and experience.
• Cross‑sell Evolve services to maximize portfolio value while staying current on industry trends and market dynamics.
• Increase NPS and LTV through upsells such as management tier upgrades, expanded availability, amenity improvements, and additional properties.
• Provide market and property analysis to help owners identify opportunities to expand their portfolios with Evolve.
• Conduct monthly and quarterly performance reviews to align on goals, insights, and next steps.
• Collaborate cross‑functionally with internal teams to deliver a seamless, high‑quality owner experience.
• Stay informed on the short‑term rental industry trends to advise owners on potential impacts to their business

Dedicated Advisor managing Evolve's vacation rental listings and owner relationships

Dedicated Advisor managing high-value Evolve vacation rental listings and fostering owner relationships. Delivering insights and strategic guidance to enhance performance and partnership value.

• Facilitates multidisciplinary improvement teams
• Gathers data, performs research, and completes analytics
• Compiles best practice information while providing project management
• Achieves transformational strategic and tactical project results
• Streamlines clinical, operational, and financial processes and workflows

Facilitates improvement teams to enhance patient experience and operational efficiency.

Improvement Optimization Advisor Associate

Facilitates multidisciplinary improvement teams, enhances patient experience and operational efficiency. Acts as project manager for operational and clinical staff towards strategic and tactical results.

• 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.

• Own the full-cycle recruitment of top-tier engineering talent across the NAMER and LATAM regions.
• Act as a strategic partner to engineering leadership and leverage market data to build robust pipelines.
• Deliver a white-glove candidate experience and relentlessly raise the technical bar with every hire.
• Guide hiring teams on interview best practices and build structured interview plans.
• Build and maintain trusted, collaborative relationships with engineering and product hiring managers.

Technical Talent Advisor managing engineering recruitment for Twilio across NAMER and LATAM regions

Technical Talent Advisor

Technical Talent Advisor managing end-to-end recruitment for Twilio's engineering roles across NAMER and LATAM. Engaging with engineering leadership and utilizing market data to enhance the hiring process.

• 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.

• Qualify a pipeline of highly qualified marketing-generated leads
• Provide a consultative, end-to-end selling experience for homeowners from warm, inbound inquiries
• Hit or exceed daily/weekly/monthly productivity expectations (average of 30-50 contacts per day)
• Guide homeowners towards choosing Evolve and manage an active sales pipeline
• Handle objections and help homeowners have a clear understanding of our value, services, and policies
• Manage sales activities within our CRM platform (Salesforce) and Sales Engagement Tool (Salesloft)
• Participate in regular training and skill sessions
• Collaborate closely with other peers to optimize sales strategies and elevate performance

Sales professional selling vacation rental services for Evolve

Vacation Rental Advisor

Sales professional qualifying leads and managing a sales pipeline for Evolve's vacation rental services. Providing consultative selling experience and collaborating with homeowners to ensure fruitful partnerships.

• Support and oversee a portion of the business portfolio, ensuring initiatives are tracked, aligned, and progressing as planned
• Act as a liaison between partner teams and technology leads to bridge gaps and drive collaboration
• Coordinate across multiple initiatives to ensure priorities and deliverables remain on track
• Develop and manage reporting for leadership, including dashboards, metrics, and performance insights
• Create clear, concise, and visually compelling executive presentations and decks
• Leverage data to identify trends, risks, and opportunities across the portfolio
• Partner closely with leadership and cross-functional teams through regular interactions and updates
• Ensure all stakeholders are informed, aligned, and equipped with relevant information
• Facilitate communication between technical and non-technical audiences
• Apply project management practices to oversee timelines, deliverables, and dependencies
• Maintain visibility into initiative status and proactively address risks or blockers
• Drive consistency in reporting and communication across initiatives

Business Advisor bridging business and technology teams at PNC

Business Experience & Planning Advisor – C&IB

Business Experience & Planning Advisor at PNC ensuring alignment and execution of strategic initiatives across business and technology teams. Collaborating with stakeholders for informed decision-making and transparency.

• 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.

• Work with approximately 100 students attending Reading High School
• Assist in organizing, developing, and implementing social, educational, and service-learning programs/activities for Upward Bound Programs’ participants
• Responsible for student recruitment and programming for grant-determined school district population
• Advise, tutor, or refer program participants on various student services including high school course selection, college readiness, financial aid, health and wellness, career services, academic advising, student leadership, and diversity and inclusion
• Develop and implement academic year and summer residential programming in compliance with federal guidelines as outlined in the grant
• Develop and maintain effective working relationships with school districts, community partners, and campus and University-wide offices

Program Advisor supporting academic readiness and engagement for high school students at Upward Bound Programs.

Program Advisor – TRIO Upward Bound Programs

Program Advisor working with high school students at Upward Bound Programs, facilitating educational activities, tutoring, and student services. Collaborating with community, parents, and school partners to enhance academic success.

• Participate in the development and implementation of each individual's Treatment/Support/Recovery Plan.
• Assist individuals where applicable in the management of the symptoms of their mental illness and establishing their own recovery plan.
• Assist individuals in the development of appropriate skill building necessary for living independently in the community.
• Utilize community resources to promote community integration, independence, and interdependence.
• Communicates and cooperates with on-site team, individual’s family, involved agencies, and the community in providing relevant information when needed and applicable.
• Provides support and assistance to individuals in arranging for medical care when responsible to do so and follows health care recommendations.
• Prepare meals, including individuals where regulations allow and encourage individuals to adhere to dietary guidelines.
• Models for team members and supports them in shadowing and training during task completion.
• Conducts fire drills, manages emergency situations during assigned work shifts, and provides coverage in emergency situations.
• Assists individuals in monitoring and/or administering medications.
• Be willing to learn and model the five principles of trauma informed care; safety, choice, collaboration, trustworthiness, and empowerment.
• Have a commitment to promote cultural, racial, language and gender access, diversity, equity and inclusion.

Behavioral Health Advisor assisting individuals with mental health diagnoses towards independence

Behavioral Health Advisor

Behavioral Health Advisor assisting individuals with mental health diagnoses to live independently in the community. Collaborating with teams to implement treatment and recovery plans.

• Answers a high volume of calls, helps members with transactions, questions, and product knowledge.
• The representative has a strong desire to help FMFCU members achieve financial success and commits to offering products and services through assessing needs.
• Accurately completes routine financial transactions including transfers, loan payments, stop payments, verify funds, address changes, check orders, and maintenance on all types of accounts in accordance with established policy/procedures.
• Responds to general member inquiries.
• Possesses a basic understanding of all functionality of FMFCU remote delivery systems, in an effort to service more routine member interactions.
• Educates members on the use of self-service technology.
• Maintains high service standards established for the department.
• This includes high answer rates, low wait times, low abandonment ratios, and strong member satisfaction scores thoroughly verifying member identification.
• Evaluates needs of potential members and offers appropriate financial products and services.
• Looks for referral opportunities to internal and external partners, such as eBranch, Wealth Management, Mortgage, insurance, credit card, etc.
• Operates various programs/software to accurately and efficiently assist members.
• Analyzes, researches, and resolves problems and discrepancies related to member accounts in an effort to provide first contact resolution.
• Refers problems that are beyond their authority to their supervisor.
• Identifies fraud and prevents future fraud.
• Ensures all credit union members and employee-related business is kept in the strictest of confidence which includes maintaining a secure work space at all times.
• Participates in and supports community events.
• Performs other duties as assigned.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of Franklin Mint Federal Credit Union and its members.

Member Service Advisor handling calls for FMFCU members

Member Service Advisor I

Member Service Advisor handling high volume calls and helping FMFCU members with transactions. Committing to offering financial products and services through assessing needs.

• Coordinates with the Public Engagement (PE) division works with staff, including directors and managers across Digital Marketing and Supporter Engagement, Brand and Engagement, Design and Content, Senior Leadership Team, Executive Office, Policy and Practice, and Impact Resource Development teams.
• Support efforts to build, sustain, and activate members of the Oxfam Action Network for an Equal Future and other supporters through in-person activations, volunteer leadership development, and advocacy to external stakeholders on issues that drive inequality.
• Create both digital and in-person engagement plans and tools to grow support for Oxfam, while helping supporters build and strengthen their own networks and directly influence external stakeholders.
• Execute organizing plans that drive public engagement across advocacy and brand campaigns.
• Plan at least 3 major public-facing events and/or physical activations per year (e.g., stunts, rallies, festivals, town halls) to recruit and cultivate new Action Network members and supporters.
• Implement strategies that link local organizing efforts with national narrative, brand, and advocacy goals.
• Design and deliver training materials, digital content, and educational tools to support Action Network members and other volunteers.

Engagement & Organizing Advisor for Oxfam working to end poverty and injustice

Engagement and Organizing Advisor

Engagement & Organizing Advisor for Oxfam that fights inequality to end poverty and injustice. Supporting engagement, organizing efforts, and volunteer leadership development in various priority markets.

• Increase revenue by developing new relationships for our Practice
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development
• Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products
• Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles
• Actively engage with advisors to understand their needs and provide tailored solutions
• Analyze feedback to improve service and client satisfaction
• Generate a steady flow of quality cases into the presale pipeline
• Identify and pursue new business opportunities in target markets
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed
• Prepare regular reports on sales activities, market trends, and business development efforts
• Maintain accurate and up-to-date records of client interactions and sales processes
• Stay updated with the latest products, services, and industry trends
• Educate producers and clients on the benefits and features of the company's offerings
• Assist in the development of marketing materials and sales tools
• Work closely with internal teams to ensure cohesive business strategies
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes
• Develop and implement strategies for market penetration and client acquisition
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations

Client Advisor for Acrisure driving growth and client satisfaction

Client Advisor

Client Advisor for Acrisure focusing on developing client relationships. Engage with advisors and drive business development to maintain client satisfaction.

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