Advisor

• Research, discover, collect, and interpret business requirements
• Participate in developing and reviewing complex processes, procedures, workflow analytics, and reporting
• Provide senior-level consultation and communicate with clients and technology teams on business designs, problem solving, and business analysis
• Recommend frameworks, methodologies, and processes for business requirements traceability
• Mentor, lead, and coach associates to support knowledge transfer
• Oversee development and maintenance of policy and procedure documentation
• Translate business needs, processes, and procedures by partnering with experts and business stakeholders
• Communicate complex business requirements to senior stakeholders and technology teams
• Lead multiple business analysis project management processes through planning, quality assurance, and effectiveness assessment
• Provide direction for successful project deployments
• Drive development, analysis, and distribution of complex reporting
• Support Vendor Finance and the Commercial Lending organization through technology and process initiatives

Business Analysis Advisor – C&IB Business Technology

• Organize, develop, and implement social, educational, and service-learning programs and activities for Upward Bound participants
• Recruit students and coordinate programming for grant-determined school district populations, parent/student events, and community stakeholders
• Advise, tutor, or refer participants regarding high school course selection, college readiness, financial aid, health and wellness, career services, academic advising, student leadership, and diversity and inclusion
• Develop and implement academic-year and summer residential programming in compliance with federal grant guidelines
• Maintain effective working relationships with school districts, community partners, campus offices, and University-wide offices
• Serve as Penn State's on-site program liaison/contact with school district personnel
• Communicate unit policies and federal grant guidelines orally and in writing
• Help non-senior students complete rigorous coursework and advance to the next grade level
• Help senior students graduate from high school on time and matriculate to postsecondary education
• Track the postsecondary progress of students served for six years after high school graduation
• Collaborate with school district personnel on course scheduling, academic counseling, and support services
• Review and monitor participants' academic progress and implement grade-level-appropriate activities aligned with postsecondary and career goals
• Assist participants with postsecondary applications and enrollment
• Provide financial-aid information, assist with aid applications, and interpret financial-aid packages
• Coordinate and chaperone postsecondary campus tours and career-focused field trips
• Develop and maintain professional relationships with postsecondary institutions and community agencies

Upward Bound Program Advisor

• Optimize and develop accurate repair estimates to enable achievement of profit benchmarks
• Educate customers on vehicle repairs, insurance procedures, customer rights, repair techniques, safety, and value
• Provide estimates supporting DRP partnerships and KPI goals
• Finalize total loss administration
• Review the comprehensive repair process with customers
• Greet customers by phone or in person
• Educate customers about collision repair, insurance claims information, processing, and payment procedures

Service Advisor

• Partner with the wealth advisory team to provide retirement and benefit services, including 401(k), 457, 403(b), Cash Balance, and investment management services
• Lead due diligence best practices and business development initiatives across the firm's footprint
• Conduct client meetings and present retirement solutions, including quarterly investment reviews
• Research industry trends and provide relevant information to clients and team members
• Inform Wealth Advisors about retirement plan provisions and ensure funds are replaced according to quarterly due diligence reports
• Strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments
• Conduct periodic plan review meetings with trustees and provide education and counseling to plan participants
• Develop leads and referrals while increasing current accounts
• Represent RKL Wealth Management's processes and investment philosophy
• Produce client and internal reports and troubleshoot challenges for plan sponsors
• Prepare the quarterly due diligence report and review legal documentation
• Communicate retirement plan updates across the RKL team and develop communication and education strategies
• Train and develop other retirement plan team members
• Maintain confidentiality of external, client, employee, and firm information
• Collaborate with team members, communicate work status, and seek continuous feedback

Retirement Plan Advisor

• Support lifecycle management for assigned GHB products, solutions, and benefit capabilities
• Maintain Product Benefit Standard Guides, product playbooks, reference materials, and the Americas Product Knowledge Exchange page
• Manage the GHB product mailbox and respond to or route product-related inquiries
• Review marketing and sales enablement collateral for product accuracy and approved positioning
• Support Cigna Healthcare Canada product enhancements, stakeholder coordination, readiness, and implementation follow-through
• Partner with the CignaLinks team on product updates, issue resolution, and stakeholder communications
• Lead MetLife and Zurich vendor governance forums and track enhancements and follow-up actions
• Support contracts teams with product questions, template reviews, and benefit language updates
• Develop intake materials for product enhancements, including business cases, impact assessments, readiness needs, and enablement tasks
• Coordinate cross-functional delivery of approved enhancements, operational updates, and strategic initiatives
• Track deliverables, timelines, dependencies, risks, decisions, and stakeholder actions
• Serve as primary product liaison for assigned vendors and monitor contractual and operational commitments
• Coordinate issue resolution, escalations, root-cause follow-up, and continuous improvement
• Support compliance reviews, governance documentation, decision logs, approval materials, and risk mitigation plans
• Support Sales, Client Management, Client Solutions, Implementation, and Commercial teams with product requests
• Represent product priorities in forums, meetings, governance routines, and readiness discussions
• Serve as a subject matter resource for assigned GHB products, benefits, partner solutions, and internal guidance
• Identify process improvements and use data, market feedback, inquiry trends, and stakeholder insights to recommend enhancements
• Contribute to product roadmap discussions, prioritization, and strategic planning

Product Strategy Advisor

• Support lifecycle management for assigned GHB products, solutions, and benefit capabilities
• Maintain Product Benefit Standard Guides, product playbooks, and GHB reference materials
• Maintain the Americas Product Knowledge Exchange page
• Manage the GHB product mailbox and respond to or route product-related inquiries
• Review marketing and sales enablement collateral for product accuracy and alignment
• Support GHB Commercial Canada product enhancements, stakeholder coordination, readiness, and implementation
• Partner with the CignaLinks team on product updates, issue resolution, and stakeholder communications
• Lead MetLife and Zurich vendor governance forums
• Support contracts teams with product questions, template reviews, and benefit language updates
• Develop intake materials for product enhancements, including business cases, impact assessments, readiness needs, and enablement tasks
• Coordinate cross-functional delivery of approved product enhancements, operational updates, and strategic initiatives
• Track deliverables, timelines, dependencies, risks, decisions, and stakeholder actions through completion
• Serve as primary product liaison for assigned vendor relationships
• Monitor vendor activity against contractual commitments, operational expectations, service experience, and governance needs
• Coordinate issue resolution, escalations, root-cause follow-up, and continuous improvement
• Support compliance reviews and maintain governance documentation, decision logs, approval materials, and supporting artifacts
• Identify risks and define mitigation plans with accountable partners
• Support customer, broker, and market-facing product requests
• Represent product priorities in forums, meetings, governance routines, and readiness discussions
• Serve as a subject matter resource for assigned GHB products, benefits, partner solutions, and internal product guidance
• Identify process improvements and contribute to roadmap, prioritization, and strategic planning activities