Advisory Specialist

Updated: Jun 29, 2025 - The Advisory Specialist provides expert consultation to advisory teams by enhancing portfolio construction processes and aligning portfolio positioning with client objectives. This position delivers actionable insights through a blend of quantitative analysis and qualitative understanding, leveraging advanced investment tools and proprietary analytics. The specialist also fosters strong partnerships with distribution teams by sharing thought leadership, improving client engagement strategies, and ensuring seamless execution and follow-up.

Tips for Advisory Specialist Skills and Responsibilities on a Resume 1. Advisory Specialist, Greenfield Consulting, Richmond, VA

Job Summary:

• Participate in the design, development, and ongoing enhancement of Kestras advisory platform and investment solutions
• Serve as an internal subject matter expert on Kestras advisory platform and investment solutions
• Play an integral role in the day-to-day management of the advisory platform
• Develop insights and create solutions to support advisors and consultants
• Develop meaningful relationships with advisors, internal teams, and external industry participants
• Work with internal and external teams to ensure timely, accurate, and on-budget delivery of initiatives
• Develop an understanding of industry trends, the competitive landscape, and providers in the space
• Act as a liaison between financial advisors and investment management.
• Track and report activity through CRM.

Skills on Resume:

• Advisory Platform Development (Hard Skills)
• Relationship Building (Soft Skills)
• Project Management (Hard Skills)
• Industry Trend Analysis (Hard Skills)
• Stakeholder Communication (Soft Skills)
• CRM Management (Hard Skills)
• Problem Solving (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)

2. Advisory Specialist, Horizon Strategies, Denver, CO

Job Summary:

• Prospect to uncover new relationships with advisors through proactive outbound call and email campaigns.
• Support and provide service to existing clients on a proactive and reactive basis.
• Take responsibility for managing inbound call volume.
• Educate advisors on Horizons Goals-Based framework and how solutions fit into a financial plan.
• Schedule and conduct webinar presentations for financial advisors.
• Strategically plan and manage a territory with a Regional Director to maximize efficiency and grow territory sales and new producers.
• Create and manage targeted campaigns designed to address advisor planning needs.
• Drive adoption of Horizons online advisor Dashboard by organizing and running technology demos.
• Stay informed of domestic and global market trends.
• Achieve a strong understanding of marketplace competitors.

Skills on Resume:

• Prospecting and Lead Generation (Hard Skills)
• Client Relationship Management (Soft Skills)
• Inbound Call Management (Hard Skills)
• Territory Planning (Hard Skills)
• Campaign Management (Hard Skills)
• Market Trend Analysis (Hard Skills)

3. Learning Advisory Specialist, Summit Solutions Group, Portland, OR

Job Summary:

• Operate as a quality checker for all project deliverables
• Ensure that services are provided within assigned timelines and take actions necessary to address any issues
• Collaborate with key internal stakeholders in business units, as well as external stakeholders
• Organize collaboration across teams, departments capture and actioning feedback
• Leads and facilitates team sprints on key deliverables
• Responsible for preparing necessary presentation materials for meetings with Senior Stakeholders
• Capture and report key activities on the account
• Coordinate Contracting Agreements, Contract Implementation, Contract maintenance and renewal
• Coordinate and manage new subcontractors through the onboarding process
• Take responsibility for managing subcontractor

Skills on Resume:

• Quality Assurance (Hard Skills)
• Time Management (Soft Skills)
• Stakeholder Collaboration (Soft Skills)
• Cross-Team Coordination (Soft Skills)
• Sprint Management (Hard Skills)
• Presentation Preparation (Hard Skills)
• Contract Management (Hard Skills)
• Subcontractor Onboarding (Hard Skills)

Job Summary:

• Develop long-lasting client relationships throughout engagements
• Effectively managing key stakeholders both internally and externally in the organization
• Lead delivery teams performing cloud strategy work or cloud readiness assessments
• Lead delivery teams delivering transformation projects building infrastructure, implementing automation, DevOps, containers, security controls, and monitoring tools
• Participate in sales work to help shape relevant solutions and requirements fitting well to Cloud First strategy as a Subject Matter Expert
• Identify the key customer requirements, seek client clarifications
• Understand compliance and SLA requirements, and apply modern cloud functionality to meet the requirements
• Work with Subject Matter Experts to develop non-standard solutions
• Understand the complexities involved in integrating cloud platform to legacy platform and consider potential latency and integration impacts
• Produce compelling and differentiated solutions that are cost-competitive

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Stakeholder Management (Soft Skills)
• Cloud Strategy (Hard Skills)
• Transformation Project Delivery (Hard Skills)
• Sales Support and Solution Shaping (Soft Skills)
• Requirement Gathering (Soft Skills)
• Cloud Compliance and SLA Management (Hard Skills)
• Solution Development (Hard Skills)

Job Summary:

• Consult with top advisory teams on improving their portfolio construction process
• Help them create new models or improve existing models and ensure their portfolio positioning aligns with their objectives.
• Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.
• Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients
• Leverage IISs proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, and trends in advisor portfolios) and portfolio risk and analytic capabilities (Vision)
• Build strong relationships with assigned distribution partners by acting as a flexible and willing partner to help them build their business
• Meet frequently with the assigned distribution team (or teams)
• Communicate new thought leadership, analytic capabilities, and IIS investment content
• Generate ideas and feedback to continuously improve the teams client engagements and offer best-in-class consultations
• Create an effective feedback loop to ensure proper client follow-up and execution

Skills on Resume:

• Quantitative Analysis (Hard Skills)
• Client Communication (Soft Skills)
• Data Synthesis (Hard Skills)
• Investment Analysis (Hard Skills)
• Relationship Building (Soft Skills)
• Thought Leadership Communication (Soft Skills)
• Client Engagement Improvement (Soft Skills)

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