Consultant

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
• Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
• Configure platform settings and assist clients with system setup based on their business requirements
• Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
• Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
• Document client requirements, decisions, and implementation milestones throughout each engagement
• Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
• Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
• Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform
• Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources

Technical Consultant

• Partner with client EHS, Engineering, Project Controls, and Capital Project leadership to evaluate program effectiveness, identify gaps and emerging risks, and drive improvement opportunities across all project phases.
• Challenge existing approaches and facilitate strategic discussions with stakeholders regarding program maturity, organizational capability, contractor management practices, and risk governance.
• Develop and deploy scalable EHS frameworks, standards, procedures, tools, and management systems aligned with project objectives and enterprise risk management goals.
• Advise clients on Safety-by-Design integration, constructability risk management, contractor safety governance, operational readiness, and long-term sustainability of EHS programs.
• Lead assessments, benchmarking activities, maturity evaluations, and strategic improvement initiatives that strengthen safety performance and organizational capability.
• Translate technical observations and project execution challenges into executive-level recommendations and actionable roadmaps.
• Lead Safety-by-Design integration and risk-based decision making throughout the project lifecycle.
• Design and execute project EHS governance processes including risk reviews, assurance routines, site audits, escalation pathways, and corrective action tracking.
• Align multidisciplinary teams on safety expectations, communication protocols, and incident-free execution strategies.
• Review contractor safe work documentation including JHAs, pre-task plans, permits, lift plans, energy isolation/LOTO plans, training records, and emergency response plans.
• Conduct field observations and audits to verify critical controls, assess contractor conformance, and escalate corrective actions.
• Support commissioning, startup, and turnover readiness by verifying safety planning for equipment, systems, and operational transitions.
• Support project closeout by confirming safety documentation, lessons learned, corrective action closure, and proper handover of EHS records.

Principal Technical Consultant, Construction Safety

• Analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives in support of Operational Excellence objectives
• Supporting the execution of change initiatives which may result in cost efficiencies, quality, productivity, and risk mitigation
• Working with business leaders and subject matter experts, ensuring collaboration and transparency across integrated business and technology teams, and driving execution of solutions within the budget and timeline
• Implementing low to moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Establishing a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions
• Leveraging analytics and critical thinking to solve complex business problems and translate issues into structured design oriented solutions with clearly defined business case benefits
• Supporting the development of enterprise change management deliverables for material projects including project charters, Suppliers, Inputs, Outputs, and Customers (SIPOC), Responsible, Accountable, Consulted, and Informed (RACI) process maps, risk assessments, control plans, and related artifacts
• Leading working teams through strategic planning by utilizing a simplification mindset to accurately depict the current Single Process Inventory (SPI) inventory in the Process Owner Portal (POP) and assess gaps against the Process Management Policy, Standard and associated Standards
• Interacting with all levels of the EC organization from Process Executives, Process and Control Owners, Credit BSEs, and ECATS partners
• Integrating business best practices and leveraging technology to develop and deploy automated/revised solutions.
• Building action plans to identify pain points/variation and provides recommendations to drive continuous improvement
• Accountability for engaging the appropriate partners and SMEs to remediate Challenges raised against the Commercial Credit SPI portfolio and to deliver against expected Operational Excellence outcomes and timelines

Process Design Consultant I – Enterprise Credit

• Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates
• Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA)
• Explain differences and guide users through LPL Financial processes
• Provide exceptional customer service by accurately processing requests
• Support internal partners and clearly communicate solutions
• Proactively seek help, escalate issues when necessary
• Efficiently resolve problems during calls

Associate Service Consultant

• Responsible for managing the evaluation, planning, and implementation of initiatives and projects within Advocate Health’s Centers for Medicare & Medicaid Services (CMS) and the Centers for Medicare and Medicaid Innovations (CMMI) Government Programs
• Provides management support to identify and implement utilization improvement and tactical financial targets
• Motivates and directs internal work teams, sets goals, objectives and priorities for outlined strategic initiatives by leading design sessions
• Plans, organizes, controls, and evaluates projects from concept phase to implementation
• Serves as primary interface with key stakeholders on tasks, deliverables and issues regarding the Government Programs initiatives
• Prepares key performance measures and develops baseline measures to track and monitor pre- and post- improvement initiatives

Senior Performance Excellence Consultant

• Lead and manage a portfolio of literacy-focused projects, including scoping, budgeting, staffing, risk management, financial monitoring, quality assurance, delivery, and closeout.
• Provide technical assistance and capacity-building support to schools, districts, state education agencies, and partners to strengthen coherent literacy systems, including curriculum, instruction, assessment, professional learning, and implementation support.
• Guide teams in developing and implementing evidence-based literacy interventions and improvement strategies grounded in reading, writing, language, adolescent literacy, and supports for multilingual learners.
• Collaborate with clients and partners to assess needs, analyze data and evidence, develop theories of action and improvement plans, and monitor implementation, outcomes, and sustainability.
• Design and deliver professional learning, coaching, consultation, communities of practice, convenings, and other learning experiences for educators and education leaders.
• Oversee reports, presentations, tools, professional learning materials, and other client-facing products to ensure they are accurate, actionable, equitable, and responsive to client needs.
• Build relationships with education leaders, policymakers, funders, researchers, preparation programs, and community organizations; represent Education Northwest through presentations, publications, and externally facing products.
• Lead and contribute to business development, including opportunity pipelines, strategic partnerships, proposals, grant writing, client presentations, networking, and new products or services that address emerging literacy needs.
• Mentor project teams and collaborate across multifunctional teams to strengthen project management, client engagement, quality, equity-centered practice, feedback, and coordinated delivery of consulting services.

Principal Consultant – Equity & Systems Improvement for Literacy

• Lead and support coating and linings projects for nuclear plant systems involving coating selection, qualification, performance assessment, and application for nuclear and industrial applications
• Lead or support commercial grade dedication (CGD) of coatings and lining systems, including identification of critical characteristics, development of dedication plans, supplier evaluation, and ensuring compliance with 10 CFR 50 Appendix B quality assurance requirements
• Develop technical scopes of work, specifications, and inspection plans
• Evaluate coating degradation, failure mechanisms, and life extension strategies
• Support field activities including contractor oversight and QA
• Interface with clients to identify needs and develop follow-on work
• Contribute to business development by identifying opportunities, developing proposals and engaging with clients
• Collaborate internally to cross sell SI offerings, bundle services, and expand scope
• Develop standardized approaches and best practices
• Author and review technical reports, test plans, and client deliverables
• Engage in client consulting, troubleshooting, and field application support

Senior Coatings & Corrosion Consultant

• Provide Care Team Support
• Support members transitioning from institutional care settings to community-based care
• Provide subject matter expertise, within scope, regarding member’s physical and/or behavioral health to support the development and delivery of a whole person approach to Care Management
• Work collaboratively with other Alliance staff, behavioral health providers, primary care physicians, specialty care providers and other community partners and stakeholders to support members in their home communities
• Complete Assessments and Planning
• Utilize person-centered planning, motivational interviewing, and assessments to gather information and care planning
• Address concern(s) and/or questions from internal CM staff about the physical health/treatment/medications for our members
• Educate team members about impact of member’s health conditions on service engagement, clinical outcomes, and prognosis
• Actively collaborate with member and care team members to ensure care plan accurately reflects the individual’s clinical needs and desired life goals
• Collaborate with our internal Care Management staff and provide consultation regarding members with specialized physical health needs, transitions between care settings, and physical health needs identified via the assessments and care plan generation
• Provide medication reconciliation and education
• Consult with Pharmacy Team for Polypharmacy concerns as appropriate
• Provide Physical Health Consultation to Internal Care Management team members for questions related to member’s Physical Health (i.e., CHF, Diabetes)
• Medication Management
• The Physical Health Consultant will process and prioritize referrals from Care Management staff to ensure a medication reconciliation is completed
• Contact via phone or email the member and/or guardian to schedule an appointment to review member’s medications
• Review of members medical history to identify risk factors including recent hospitalizations, emergency room visits, seeing more than one physician, polypharmacy, or any new diagnoses
• Connect with members at scheduled appointment times via telephone or virtually
• Review and address Medication Adherence barriers
• Consult and escalate cases to Alliance’s Pharmacy team according to process and standard procedure
• Documentation
• Ensure all clinical documentation (e.g. goals, plans, progress notes, etc.) meet state, agency, and Medicaid requirements
• Follow administrative procedures and effectively manages caseload
• Data
• Review, validate and interpret risk stratification data and population health groups and recommend changes or adjustments to care management approach as needed
• Utilize data to analyze needs of the members we serve, guide staff training development, identify resource needs and consistency of workflow implementation across disciplines

Care Management Consultant

• Partner with senior leaders to identify, shape, and prioritize transformation opportunities that improve workforce efficiency and service performance
• Proactively bring forward innovative ideas and scalable solutions to address key challenges such as shrinkage, occupancy, and productivity
• Translate strategic priorities into actionable roadmaps and executable workstreams
• Lead deep-dive analyses and structured problem solving on complex or high-visibility business challenges
• Leverage data to identify trends, root causes, and opportunities, translating findings into actionable insights
• Build data-driven business cases that influence prioritization and investment decisions
• Deliver clear, compelling, executive-ready presentations that articulate the 'so what' and 'now what' of initiatives
• Influence senior leaders and stakeholders through data-driven storytelling and structured recommendations
• Communicate complex concepts in a simple, concise, and impactful way

Process Design Consultant I

• Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
• Serve as the primary consulting contact throughout the onboarding process
• Conduct discovery sessions to understand client business processes
• Configure platform settings and assist clients with system setup
• Deliver virtual product demonstrations and training sessions
• Monitor onboarding progress and proactively identify risks
• Document client requirements and implementation milestones
• Advise clients on Advyzon best practices
• Troubleshoot onboarding questions and coordinate with internal teams
• Collaborate with Sales and other teams to facilitate smooth transitions

• Analyzes and reports on highly complex customer needs.
• Facilitates cross-functional teams and/or leads projects with regional or company-wide scope.
• Conducts complex analysis with advanced knowledge of statistics, predictive modeling, and data mining.
• Establishes and defines processes and standards for data quality.
• Works with cross organizational partners to understand internal customer needs.
• Maintains optimal operation of departmental applications.
• Keeps current on industry and regulatory/compliance issues.
• Develops strong relationships with technology partners.

Senior Business Performance Analysis Consultant

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
• Implement practice management offering based on selected strategy and engagement
• Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
• Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
• Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
• Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
• Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
• Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
• Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
• Define learning paths and maturity models for different user personas
• Deliver in-person and virtual sessions tailored to each firm's advisors and producers
• Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Senior Consultant, Practice Management

• Lead and manage the implementation of Truvio’s Advanced Treasury or AP Automation solutions for multiple clients simultaneously in North America
• Analyze current business processes and recommend improvements aligned with our embedded best practices
• Facilitate discovery workshops and gather business requirements from stakeholders
• Collaborate with implementation consultants, developers, and customer project teams to support successful solution delivery
• Deliver client presentations, workshops, and user training
• Support customers during project execution and post-go-live optimization
• Manage multiple client engagements while maintaining project timelines and deliverables
• Provide strategic feedback to internal product and consulting teams based on customer experiences

Business Consultant

• Meet with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation and make recommendations for products and services where needed
• Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist
• Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review
• Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank
• Meets individual performance goals of revenue/profit growth matrix on a quarterly basis

Small Business Direct Consultant

• Deliver exceptional advisor service and support across all aspects of the Managed Accounts program, acting as a primary resource for inquiries, issue resolution, and ongoing account servicing.
• Partner with product and technology teams to provide servicing insights, identify system issues, support platform improvements, and participate in user acceptance testing to validate business requirements and ensure a positive user experience.
• Collaborate across cross-functional teams to support the execution of strategic initiatives, process improvements, and product support efforts that enhance the advisor and client experience.
• Identify and implement opportunities to streamline workflows, improve service delivery, and contribute to a culture of continuous improvement.
• Serve as a subject matter expert on Managed Account products, demonstrating strong ownership, professional communication, and a proactive approach to advisor and program support.
• Build and maintain strong relationships with internal partners to ensure alignment on priorities, system enhancements, and servicing needs.

Account Services Consultant

• Design and lead HTA compliant evidence synthesis studies
• Develop and execute analyses in R
• Manage staff to ensure high quality and timely work
• Work independently and as part of a global team
• Support senior staff on specific business initiatives

Senior Consultant, Evidence Synthesis, Indirect Treatment Comparison

• shape together with your team the future of pharma manufacturing
• take ownership on innovation topics
• manage, grow and contribute to our international knowledge community
• responsible for developing specialization within a specific domain of expertise
• sit onsite at the customer location to deliver PAS-X successfully
• help design, document and maintain pharmaceutical manufacturing processes
• translate customer requirements into software application
• manage, monitor and implement client work packages according to deployment needs
• participate in the design of client information systems
• organize and teach best practice product workshops at customer sites
• seek ways to improve design, documentation and maintenance of manufacturing processes
• collaborate among client and internal teams for problem resolution
• investigate client issues and communicate key insights and findings to product team
• analyze and enhance efficiency, stability and scalability of client systems

MES Consultant

• Support the delivery and execution of Global Human Resources (GHR) products and programs
• Key responsibilities include operational process execution, quality assurance, and ensuring proper controls are in place
• Understanding the programs/products, operational requirements, end-to-end processes, and oversight necessary to deliver HR programs
• Serve as primary point of contact for core HR processes and partner with stakeholders to deliver people, process or technology change
• Perform activities associated with processes and provide stakeholders with metrics
• Manage Core HR process(es), includes managing Process Owner Portal (POP) entries
• Maintain standard operating procedures, playbooks and training documentation
• Execute data controls and audits to ensure data accuracy
• Produce and maintain reports needed to support processes, audits and data requests for stakeholders
• Collaborate closely with stakeholders and cross-functional teams to ensure processes are accurately defined
• Provide visibility into status, trends, risks/mitigation and key milestones to stakeholders
• Partner with technology team to facilitate technology changes based on Agile methodology
• Support the evaluation of existing processes, technologies, and routines to drive process improvements
• Support initiatives and routines by identifying solutions that meet business needs and priorities

Service Delivery Consultant – GHR

• Preparing all aspects of detailed cost estimates with minimal supervision for projects
• Accurately projecting the cost of upcoming projects
• Responsible for conceptual, definitive, man-hour, and equipment factored total installed cost estimates
• Preparing economic cost studies, cash flows, and contingency analyses
• Performing detailed cost estimates utilizing the Cost Breakdown Structure
• Summarizing the total cost of each item from experience
• Preparing detailed breakdown of components and elements of estimates for systems and subsystems
• Performing conceptual estimating
• Collaborating with the project supervisor to ensure project estimate meets all financial and regulatory guidelines
• Operating and providing oversight and guidance on the use of selected estimating software
• Supporting price negotiations
• Obtaining cost information for materials and services
• Participating in client presentations as required
• Performing detailed cost estimates for professional services
• Developing duration estimates of specific construction activities
• Preparing independent cost estimates for submitted change order proposals
• Collaborating with the scheduling team to develop productivity-based cost estimates

Estimator III – Consultant

• Collaborate closely with business partners, operations teams, and technical delivery resources to identify automation opportunities
• Gather and refine define requirements
• Design scalable automation solutions
• Support implementation activities
• Identify and define AI and automation solutions aligned to business requirements
• Create design recommendations and define overall solution structures
• Support platform unification through consistent, reusable design patterns
• Participate in and facilitate solution workshops to gather requirements and align stakeholders
• Identify impacted data sources, systems, integrations, and dependencies
• Identify infrastructure needs and constraints
• Inform functional and technical requirements, sequencing, and delivery timelines
• Assess emerging technologies for suitability and business value
• Support solution cost and complexity estimation
• Act as a liaison between business stakeholders and technical delivery teams
• Contribute as a Power Platform automation maker when needed to support design validation or targeted build activities

Consultant jobs in North Carolina

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Technical Consultant

Principal Technical Consultant, Construction Safety

Process Design Consultant I – Enterprise Credit

Associate Service Consultant

Senior Performance Excellence Consultant

Principal Consultant – Equity & Systems Improvement for Literacy

Senior Coatings & Corrosion Consultant

Care Management Consultant

Process Design Consultant I

Technical Consultant

Senior Business Performance Analysis Consultant

Senior Consultant, Practice Management

Business Consultant

Small Business Direct Consultant

Account Services Consultant

Senior Consultant, Evidence Synthesis, Indirect Treatment Comparison

MES Consultant

Service Delivery Consultant – GHR

Estimator III – Consultant

Senior Automation Enablement Consultant