Senior Advisor, Personal
Core
Senior advisor serving, prospecting, and developing business relationships with members and clients to drive organizational development and profitability.
Role type
Senior client-facing advisor (sales & service)
Builds
Strategic initiatives and partnerships for members and clients
Domain
Financial services / Member services
Deliverable
client delivery
Required skills
Business development, strategic planning, client retention, industry trend analysis, complex problem solving, partnership negotiation
Preferred skills
Networking, interpersonal savvy, sales expertise
Technologies
N/A
Responsibilities
Evaluate and act on business and partnership opportunities; Advise members and stakeholders on strategic initiatives; Develop retention tactics and strategies; Monitor industry trends and make recommendations
Seniority
Senior, hands-on IC
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