Wealth Advisor III at Cypress HCM

Dynamic Environment

Area Irrigation Advisor (AP# 22-43)

University of California New York, NY

County Locations: Fresno County, Kings County, Madera County, Tulare County Date Posted: December 17, 2024 Closing Date: February 10, 2025 Job Description The University of California,...

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HR Connects Advisor

Axelon Services Corporation New York, NY

M-F 10a-6p, some weekends. Associates or relevant exp (R). Bachelors (P). Previous HR exp (P). Proficiency w/ Microsoft Word, Excel, Outlook (R). Excellent organizational skills initiative to improve

Posted 10 hours ago

Quick Apply

Sales Advisor

Equiliem New York, NY

Sales Advisor opportunity in NYC! Locations available within 5 boroughs of NYC + Westchester, NY, US 6 month+ contract Required Skills: 1-3 years sales or prior customer-facing experience preferred, or other applicable work experience. Strong communication and interpersonal skills Ability to work collaboratively Technology adept Access to a dedicated vehicle preferred Education: High School Diploma or GED Essential Duties/Responsibilities: Identify new developers, contractors, installers and enroll them as participating contractors for assigned program. Achieve and maintain team and individual performance metrics while enabling an excellent customer experience. Ability to maintain a professional and accountable approach to work and ensuring reliability in all interactions with customers and team members. Apply a high level of program knowledge and utilize collateral tools to explain program benefits and process. Provide comprehensive feedback on the depth and quality of customer engagement and effectiveness of marketing collateral within the scope of the business objective. Working Conditions: Working onsite at assigned location(s) or event(s) within the Service Area Position requires commuting to and from one or more of NYC (5 boroughs) and Westchester. Ability to work a flexible schedule inclusive of evenings and weekends. Expected 40 hours/week. Drivers' License Required #zr

Posted 10 hours ago

Sales Advisor / Brand Ambassador

Equiliem New York, NY

Customer facing Sales opportunity in NYC! Locations available within 5 boroughs of NYC + Westchester, NY, US 6 month+ contract Required Skills: 1-3 years sales or prior customer-facing experience preferred, or other applicable work experience. Strong communication and interpersonal skills Ability to work collaboratively Technology adept Access to a dedicated vehicle preferred Education: High School Diploma or GED Essential Duties/Responsibilities: Identify new developers, contractors, installers and enroll them as participating contractors for assigned program. Achieve and maintain team and individual performance metrics while enabling an excellent customer experience. Ability to maintain a professional and accountable approach to work and ensuring reliability in all interactions with customers and team members. Apply a high level of program knowledge and utilize collateral tools to explain program benefits and process. Provide comprehensive feedback on the depth and quality of customer engagement and effectiveness of marketing collateral within the scope of the business objective. Working Conditions: Working onsite at assigned location(s) or event(s) within the Service Area Position requires commuting to and from one or more of NYC (5 boroughs) and Westchester. Ability to work a flexible schedule inclusive of evenings and weekends. Expected 40 hours/week. Drivers' License Required #zr

Posted 10 hours ago

Learning Advisor, Pharmaceutical Sales - Content Development- Learning Strategyand Innovation

Syneos Health/ inVentiv Health Commercial LLC New York, NY

Description JOB SUMMARY The Learning Advisor serves in a strategic role in content development role in support of Learning Solutions Customers. This individual is accountable for implementing solutions outlined by the Solution Design (BD) and Learning Strategy team. The Learning Advisor serves as the Writer or Learning Strategist on project teams, interacting with the customer utilizing strong account management skills and is accountable to own their assigned projects and/or work streams (including, but not limited to development of strawmen, workshop-at-a-glance documents, transcripts, and drafts, guiding and advising the customer, soliciting customer feedback and completing deliverables within expected timeframes) with a goal of working with little or no direction/oversight from a senior Learning Strategy team member. As needed, Learning Advisors may oversee writers (contract or full time), with support from other team members, and may be tasked with executing/facilitating training or train-the-trainer sessions. JOB RESPONSIBILITIES Learning Strategy and Innovation Responsibilities: Conduct and in some cases, lead the strategic learning approach for their own deliverables, or those of other team members tapping into their own experience and expertise. Apply a total account management approach to customer interactions with a view to uncover unmet need and strengthen customer engagement and relationships. Support the Business Development team by participating customer needs discussions (in-person or virtual) and serve as a learning expert in the areas of strategic, tech-enabled, or innovative solutions. Conduct a strategic evaluation of the customer's business goals and anticipated outcomes as well as current user experience expectations to develop learning solutions which advance all defined objectives. Monitor industry trends, both Biopharmaceutical and learning innovation, to integrate into customer deliverables, and Syneos offerings and processes in order to contribute to the development of industry leading training. Project Execution Responsibilities: Validate customer needs, current training gaps, document outcomes, and recommend learning solutions to meet customer needs. Develop Training Roadmaps, which include defined curriculum with recommended modality and sequencing, that guide associated curriculum development. Nurture innovative training concepts and tools such as generative AI, emerging digital learning technologies and tools throughout the project to ensure alignment with the strategic intent; includes strategic engagement with the customer throughout the project. Develop engaging and effective training content that can be delivered via multiple modalities (e.g., distance-learning e-modules, e-zines, video, live training, communication, and sustainability tools) Ensure that all training content is developed using effective and industry leading instructional design strategies and leveraging existing Learning Solutions intellectual property as needed. Ensure training content is designed, developed and delivered with a view to the most effective and efficient modalities in alignment with the budget and customer needs. Oversee or develops live training logistics such as scheduling assistance, printing guides, and facilities requirements in collaboration with the project manager. Collaborate with all project team members and internal stakeholders as needed to develop content and solve project challenges Contribute to Learning Solutions intellectual property and ensure quality standards are met for all deliverables. As appropriate, serve as a facilitator and/or conducts facilitator training for all developed content. As required, lead status meetings with the customer team. QUALIFICATION REQUIREMENTS Experience Required: Minimum 5 years of experience in pharmaceutical/biotech healthcare industry, preferably sales or training Preferred: Minimum 5 years of experience in training, or field sales training Minimum 2 years in account management, hospital sales or other senior sale roles Experience in instructional design, content development Education Required: 4-year college degree (life sciences preferred) or equivalent relevant experience Preferred: MBA or Master's Degree or equivalent experience Skills Required: Applied strategic thinking, agile mindset, innovative, demonstrated problem solving skills, organized, ambitious and coachable. Proficiency in PowerPoint, Word. Preferred: Background in Account Management, and/or Training (brand training, field sales training) Travel expectations: Estimated at up to 10%. The annual base salary for this position ranges from $121,000 to $145,000. The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. In addition, some positions may include eligibility to earn commissions/bonus based on company and / or individual performance. At Syneos Health, we are dedicated to building a diverse, inclusive and authentic workplace. If your past experience doesn't align perfectly, we encourage you to apply anyway. At times, we will consider transferable skills from previous roles. We also encourage you to join our Talent Network to stay connected to additional career opportunities. Why Syneos Health? We partner with industry experts to solve and execute against today's toughest commercialization challenges facing the world's leading healthcare companies. The diversification and breadth of our new and existing partnerships create a multitude of career paths and employment opportunities on our Commercial Operations and Leadership teams. Join our game-changing, global company dedicated to creating better, smarter, faster ways to get biopharmaceutical therapies to patients. Experience the thrill of knowing that your everyday efforts are contributing to improving patients' lives around the world. Work Here Matters Everywhere | How are you inspired to change lives? Syneos Health companies are affirmative action/equal opportunity employers (Minorities/Females/Veterans/Disabled) Syneos Health has a voluntary COVID-19 vaccination policy. We strongly encourage all employees to be fully vaccinated. Additionally, certain local governments or Syneos Health customers may have vaccine requirements that apply to some of our employees. These employees are required to submit proof of vaccination to Syneos Health and maintain compliance with these requirements. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position will include a competitive compensation package, Health benefits to include Medical, Dental and Vision, Company match 401k, flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos Health complies with all applicable federal, state, and municipal paid sick time requirements. #LI-JP1 #LI-ComOps

Transaction Advisor: Vaccine Manufacturing Business

Palladium New York, NY

Transaction Advisor - Vaccine Manufacturing BusinessProject Overview and RolePalladium is seeking a Transaction Adviser for the Jobs for Economic Transformation in Ghana (JET) Programme, funded by the

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Special Advisor on Race and Wrongful Conviction

Innocence Project New York, NY

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Sr. Travel Advisor

Travel Leaders Group Holdings LLC dba Internova Travel Group New York, NY

Sr. Travel AdvisorJob LocationsUS-RemoteJob ID

Columbus, IN

Posted 11 days ago

Finance and Insurance

Job Description

Job Description Job Description Wealth Advisor III

*** Pay: $100,000-124,000 (Compensation can vary depending on experience)

Location

Columbus, IN 47201

General Overview The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan.

Responsibilities

Act as the client’s main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition. Generate sales leads through collaboration with internal teams, centers of influence, and personal networks. Gather and analyze personal and financial data to assess the client’s financial goals, objectives, and risk tolerance. Select and implement the Bank’s asset allocation strategies aligned with client goals and risk preferences. Coordinate with the Bank’s Investment Committee to address unique portfolio requirements. Conduct annual investment reviews with clients and provide updates on portfolio strategies. Utilize financial planning to enhance client retention and drive new business. Serve as a client advocate and strategy consultant on the Bank Investment Committee. Ensure compliance with regulatory investment review requirements and department policies for assigned accounts.

Requirements

Five (5) years of successful investment and/or portfolio management experience Experience working with clients with complex investment management and financial planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation, and program design Demonstrated knowledge and use of financial planning software

Preferred Knowledge and Skills:

Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor’s degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations