Advisor

• Stand up and roll out new project and portfolio management processes and procedures under the guidance of the Digital Transformation Lead
• Introduce processes and procedures in real time and help staff and leadership understand and succeed in their roles
• Manage project intake, setup, status reporting, milestone tracking, governance, and closure
• Establish a consistent weekly reporting cycle and follow up on missing, unclear, or incomplete information
• Maintain accurate portfolio records, role assignments, project status, and material risks, actions, issues, and decisions
• Prepare portfolio information for leadership governance reviews and track resulting decisions and actions through closure
• Support and mentor novice project leads in managing project schedules and reinforcing follow-through
• Identify emerging risks, gaps, and process breakdowns, and escalate them appropriately to the Digital Transformation Lead
• Assist with developing process guidance and training materials
• Assist with staff training on new project and portfolio management processes and procedures
• Report to the Contract Digital Transformation Lead as a subcontractor, not directly to the client

PMO Lead Advisor

• Maintain knowledge of industry and market trends to optimize sales strategies
• Provide exceptional BYREDO client experiences using the elevated selling approach
• Build rapport with returning clients and deliver personalized shopping experiences
• Showcase BYREDO products across fragrance, makeup, home, and byproduct categories
• Exceed KPIs through strategic cross-selling and client relationships
• Use BYREDO CRM tools to manage client information and drive loyalty
• Contribute ideas and retail strategies during store meetings
• Build client relationships through outreach, master classes, and new launch events
• Provide attentive after-sales service
• Participate in product presentations and training sessions
• Maintain product knowledge and awareness of launches, innovations, and trends
• Ensure product care, handling, and presentation meet luxury standards
• Manage inventory accurately, replenish stock, and help prevent theft
• Support retail strategies that drive business growth and enhance client experience
• Maintain visual product displays according to BYREDO guidelines

Client Advisor – Full-Time

• Work directly with clients to cultivate and foster relationships within Capital Group
• Build a personal practice and develop a book of business
• Focus on investment results, holistic wealth planning, and client experiences
• Meet with clients, prospects, and referral sources
• Develop a book of business
• Work alongside a diverse team of advisors
• Serve individuals, families, foundations, and endowments
• Use Capital Group’s marketing, investment, administrative, compliance, wealth planning, and investment management support
• Provide clients access to separate accounts, mutual funds, private equity, alternative strategies, and hedge funds
• Leverage Wealth Advisory and Client Solutions professionals across accounting, taxation, estate planning, business transition, stock options, financial planning, asset allocation, and philanthropy

Private Wealth Advisor

• Conduct brand protection visits at client locations using consulting, coaching, and training
• Deliver on-site evaluations, coaching, and insights covering food safety, guest experience, workplace safety, and operational excellence
• Develop and deliver summary presentations of assessment findings, improvement areas, and recommendations to client leadership
• Partner with EcoSure and Ecolab teams to solve client challenges
• Complete a budgeted number of visits each week while delivering an exceptional client experience
• Use an iPad, Microsoft Suite, and CRM technology for planning and essential job functions
• Support company and client growth initiatives
• Adhere to HIPAA guidelines where applicable during operational visits in hotels, restaurants, convenience stores, education, healthcare, and senior living facilities
• Interact with staff and residents during client visits
• Plan and manage the schedule independently

Brand Standards, Guest Experience, Food Safety Advisor

• Educate clients on financial planning and insurance options
• Provide excellent customer service and build lasting relationships
• Collaborate with a local supportive team
• Participate in the full business development process with training and support
• Build and manage client relationships and portfolios
• Help clients achieve their financial objectives
• Pursue performance targets and growth opportunities

Client Advisor – Athletic Background

• Assist individuals in achieving successful retirement and planning their financial future
• Conduct Retirement Readiness Reviews and other individual meetings
• Deliver group presentations to targeted participants
• Develop and maintain strategic partnerships with key stakeholders
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules, including travel booking
• Create and execute business plans and tactics to drive positive retirement income objectives
• Document interactions in Salesforce and collect information for regulatory compliance
• Achieve plan-level and individual goals, service level agreements, and business results
• Participate in client meetings, sales finals, and other external meetings as needed
• Collaborate across internal service and management teams
• Assist the Relationship Management team in establishing and maintaining stakeholder relationships within the territory

Retirement Plan Advisor

• Conduct Retirement Readiness Reviews and individual meetings with targeted participants
• Deliver group presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants
• Use consultative expertise and data-driven analytical thinking to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders within assigned territory or employer-sponsored plans
• Conduct one-on-one virtual and on-site group meetings using various technologies
• Manage meeting schedules, including travel booking
• Create and execute business plans and tactics supporting positive retirement income objectives
• Document interactions in Salesforce and collect information for regulatory compliance
• Achieve plan-level and individual goals, service-level agreements, and business results
• Participate in client meetings, sales finals, and other external meetings as needed
• Collaborate across internal service and management teams
• Assist the Relationship Management team in establishing and maintaining stakeholder relationships