Strategic Advisor Job Description
Strategic advisor
provides compliance support on various investment advisory areas of coverage, not limited to Asset Management Services and Investment Advisors Division, including operational businesses.
Strategic Advisor Duties & Responsibilities
To write an effective strategic advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included strategic advisor job description templates that you can modify and use.
Sample responsibilities for this position include:
Contribute to the development of prospect presentations and on-going marketing materials, input to enhance the marketing presence of our Private Client brand
Develop long-term relationships with clients through active business development
Workforce Management – through strategic workforce planning, provide data driven insights for decision making, weigh the implications of trends and recommend revision or creation of new strategies
Talent Stewardship – develop regional talent strategy for the unit
Championing Diversity – build successful, diverse, and inclusive teams
Minimum of 10 years progressively responsible experience in the business of HR
Demonstrated ability to influence for impact
Experience directly managing others/team leadership required
Submit a monthly study on the latest international CBRN developments, including accidents, the CBRN industrial base, innovative technologies, protective gear
Minimum of 10 years progressive experience in the HR
Strategic Advisor Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Strategic Advisor
List any licenses or certifications required by the position: PMP, SHRM, CPA, CFA, SCP, CP, SPHR, PHR, CNSS, CISM
Education for Strategic Advisor
Typically a job would require a certain level of education.
Employers hiring for the strategic advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, MBA, Education, Finance, Business/Administration, Engineering, Economics, Statistics, Management, Computer Science
Skills for Strategic Advisor
Desired skills for strategic advisor include:
Asset allocation techniques
Investment strategies
Strategic tax planning various asset classes and investment management styles
Guidelines
Applicable and evolving US regulations
Banks
Clinical information and documentation application programs
Credit unions
HEDIS
Human stem cell growth
Desired experience for strategic advisor includes:
Highly developed relationship management skills to effectively manage relationships across Wealth Management, across lines of business, across various BMO FG partners and external vendors
Independent critical thinker
Bachelor's or Masters degree in Business Administration or Engineering or equivalent relevant consulting/Bank experience
Candidate must possess at least a Bachelor's/College Degree , Post Graduate Diploma / Master's Degree, Engineering (Others) or equivalent
Relevant year(s) of working experience in the related field is required for this position
Willing to travel within the Philippines and overseas
Strategic Advisor Examples
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Strategic Advisor Job Description
Job Description Example
Our innovative and growing company is hiring for a strategic advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for strategic advisor
- Manage projects including defining problem, identifying resource needs, executing various work streams, and delivering valuable insights to the client
- Prepare research and analysis for the Company’s client
- Create and maintain financial models for analysis purposes and preparation of business plans
- Analyze corporate policies and practices and recommend changes as needed
- Develop management and other ad hoc reporting
- Identify metrics and benchmark core client functions
- Develop actionable insights from detailed behavioral data sets
- Providing strategic and/or financial decision support to senior management and CFO teams
- Managing projects including defining problem, identifying resource needs, executing various work streams, and delivering valuable insights to the client
- Preparing research and analysis for the Company’s client
Qualifications for strategic advisor
- Experience working with personnel at a variety of levels and in a variety of disciplines throughout an organization
- Degree in Science, Engineering, Business Administration or Communications
- Understanding of sustainability and stakeholder relations processes and tools
- Knowledge of risk management processes and tools
- Knowledge of a diverse array of sustainability issues ranging from social impacts to communities to technical, environmental and economic impacts associated with key issues
- Strong written and verbal communication skills including facilitation and coaching
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Strategic Advisor Job Description
Job Description Example
Our growing company is hiring for a strategic advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for strategic advisor
- Creating and maintaining financial models for analysis purposes and preparation of business plans
- Analyzing corporate policies and practices and recommend changes as needed
- Developing management and other ad hoc reporting
- Identifying metrics and benchmark core client functions
- Developing actionable insights from detailed behavioral data sets
- Analyze market trends in technology and IT service delivery
- Drafting correspondence, communicating information on behalf of the CFO
- Establishing excellent working relationships with the CFO's staff and the staff of other senior executives
- Leading projects on an as required basis
- Ad-hoc analysis and decision support
Qualifications for strategic advisor
- Strong project management skills with proven ability to lead cross-functional and diverse teams
- Demonstrated non-authoritative leadership skills with a willingness to challenge and drive action across business and functional units and at different levels of an organization
- Knowledge of the applications, processes and IT architectures in Telco organizations is an absolute must
- The Global Client Advisor must be able to speak the "language of its customer" (fluency in French mandatory)
- Strong demonstrated technical understanding – scientific, operational and commercial
- Experience and ease in dealing with ambiguity and novel situations
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Strategic Advisor Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of strategic advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for strategic advisor
- Lead business outcomes driven sessions with clear understanding of client pain points
- Qualify revenue opportunities from a political, financial, solution and timing perspective
- Estimate the selling needs from resources, investment, and solution
- Maintain forecast accuracy utilizing internal systems
- Execute appropriate pricing and contracting agreements across multiple entities
- Recommend Program Solutions from the set of Industry and Practice driven offerings
- Present analysis, recommendations, plans, outcomes, where applicable to staff, senior leadership team, or external groups
- Support strategy development by providing recommendations to support the development of marketing activities
- Project Management including implementing and monitoring marketing activities
- Deliver activities in line with stakeholder expectations
Qualifications for strategic advisor
- Ability to lead, guide and motivate others to achieve desired results
- Bachelor’s degree or educational equivalent in medical, science, or technology related field or equivalent experience
- 12+ years clinical development experience – with a focus towards a deep understanding of the overall clinical development process, including 8+ years experience in clinical planning, clinical trial operations, clinical trial design, 5+ years experience in Consultative/Facilitation experience to manage to outcomes
- Project Management experience and/or education
- Leader within an established or large challenger Automtove Services provider’s Strategy or Transformation & Change function
- Chief Operating Officer within an established or large challenger Automotive Services provider
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Strategic Advisor Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of strategic advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for strategic advisor
- Share local engagement pulse, insights, and trends with the respective business unit's (BU's) SHRBA in order to shape human capital strategy
- Identify opportunities to shape Employee Relations, Labor Relations, Engagement, and Culture strategies at the site level
- Strategically contract for the delivery of HR solutions at one or multiple sites with the COEs, the Core Talent Solutions Team (CTST), Labor Relations, and myHR as needed
- Ensure support and alignment with corresponding BU SHRBAs and other relevant functions such as Legal and EHS
- Partner with BU SHRBAs, COEs, and Labor Relations team to identify trends related to critical issues, and support the creation and implementation of strategies to support the sites in areas including, but not limited to, collective bargaining and related operational topics such as discipline, grievances, arbitration, and operational disciplinary procedures and processes
- Coordinate with BU SHRBAs and Labor Relations teams to create and sustain a great employee experience, contract with CoEs and solution delivery teams to support site leader/employee coaching and development
- Provide data-driven insights for decision-making through strategic workforce planning
- Develop regional talent strategy for the unit
- Build successful, diverse, and inclusive teams
- Coach unit leader(s) and their leadership team members in order to connect business strategy to people strategy, build capability, and for higher performance
Qualifications for strategic advisor
- Corporate finance/FP&A
- Investment banking/investment management (familiarity with front/mid/back office, financial products)
- Business development with strong finance/accounting background
- Experience in the technology, media, or communications industries is a plus
- Minimum of 10+ years consulting/analytical experience
- Experienced in writing issue-based financial performance assessments, research reports and business plans utilizing financial modeling skills
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Strategic Advisor Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of strategic advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for strategic advisor
- Read situations and provide diagnosis for improvement
- Balance organizational needs through conflicting priorities
- Put customers first by studying the industry and business DNA
- Support development and implementation of FHI360 BRD Strategy for Nigeria
- Oversees a team of approx
- Supports corporate functions (time reporting, policies)
- Serves as the Strategic Advisor to our client and is involved in every aspect of strategic planning efforts, new FBI IT/IS efforts, system assessments, resource modeling, project schedule development
- Work in partnership with client leadership to develop and implement project plans and facilitate strategic planning efforts
- Effectively deploys a variety of data-driven strategic thinking/planning/metrics tools to support OSO and agency objectives and organizational performance measurement
- Responsible for leading the client’s Special Project team and providing direction and guidance to the Special Projects team lead
Qualifications for strategic advisor
- Strong data analysis skills to structure/create data sets and synthesize information
- Highly motivated and self-starter to hit the ground running
- Strong professional communication and persuasion skills
- Strong project management, organizational, time management, problem solving and analytical skills
- Strong presentation and computer skills (proficiency with Excel, Word, Power Point)
- BA/BS/ MBA or comparable is strongly preferred