Advisor

• Meet with existing and prospective clients to plan their financial future
• Utilize company-provided technology and tools to improve operations
• Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
• Provide personalized retirement and financial planning experiences for customers and their families
• Travel within the assigned territory

Wealth Management Advisor

• Meet with existing and prospective clients to plan their financial future
• Utilize company-provided technology and tools to improve operations
• Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
• Provide personalized retirement and financial planning experiences for customers and their families
• Create and manage an individual schedule and career development

• Meet with existing and prospective clients to plan their financial future
• Provide a personalized retirement and financial planning experience for customers and their families
• Utilize company-provided technology and tools to improve operations
• Use marketing support, including mailings, email blasts and customized flyers, to expand the business and reach new customers
• Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
• Travel within the assigned territory

• Proactively manage a portfolio of top revenue-generating Commercial Division clients as treasury management relationship ambassador
• Manage incident resolution, client behavior analytics, escalations, implementation, troubleshooting, assessment and resolution
• Use treasury management data analytics to improve retention, optimize revenue and deepen client relationships
• Recommend additional treasury management services and assess client viability for those services
• Manage critical client communications, strategic outreaches and treasury management relationship reviews
• Monitor client satisfaction interviews and provide timely responses within service level agreements
• Drive problem resolution and escalate through defined Client Care, Relationship and Operations channels
• Complete periodic client document reviews and maintain accurate, up-to-date records
• Manage bank and client risk associated with high-risk transactions while adhering to policies and procedures
• Collaborate across lines of business and with Sales partners, including supporting RFPs and relationship reviews
• Identify and engage implementation resources for treasury management additions, changes and deletions
• Participate in new client implementations, kickoff meetings and ongoing project calls
• Review implementation documentation and account information for accuracy and completion
• Collaborate with business partners to ensure effective service and product implementation

Client Advisor I

• Manage the end-to-end procurement process for assigned indirect categories, including sourcing, supplier relationship management, and category management
• Develop global category plans based on current market conditions and strategic priorities
• Lead complex sourcing strategies, RFPs, RFIs, and direct negotiations across assigned categories
• Evaluate bids based on lowest total cost of ownership
• Partner with executive leadership to shape category strategies, present business cases, and influence stakeholders and senior supplier partners
• Lead negotiations for medium- to high-risk contracts
• Deliver year-over-year hard savings
• Negotiate and draft contracts using legal and commercial terms to mitigate organizational risk
• Lead quarterly business reviews with assigned suppliers and ensure SLA and contractual compliance
• Escalate vendor performance or risk issues to the Indirect Procurement Manager
• Monitor assigned markets, supply bases, trends, internal and external drivers, and category success factors
• Provide stakeholders and procurement management with updates on metrics, market changes, risks, and improvement areas

Advisor jobs in Michigan

Wealth Management Advisor

Wealth Management Advisor

Wealth Management Advisor

Client Advisor I

Indirect Category Advisor