Senior Client Advisor Jobs in Usa
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As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets, replenishment and visual standards according to Sephora at Kohl's standards and ensure an excellent overall client experience.
What You'll Do
- Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products
- Develop and expand knowledge of the beauty industry
- Provide credibility to the client through knowledge of products and beauty trends
- Inspire clients through demonstrating products and application of products
- Understand and execute the sales plans to support and meet goals
- Execute and maintain all Sephora visual merchandising and operational standards, including merchandise sets, tester maintenance and department cleanliness and hygiene standards
- Ensure timely and consistent sales floor replenishment to drive sales and enhance the customer experience
- Actively engage and complete all required training to expand knowledge
- Support omni-processing within the department
- Support inventory management from receipt to sale, including freight processing, back stocking, inventory counts and price changes
All associates are responsible for:
- Acting with integrity and honesty and fostering teamwork in an engaged and inclusive culture
- Exercising good judgment and discernment when making decisions; taking appropriate partners as needed
- Supporting and executing safety and shortage reduction programs following company guidelines
- Accomplishing multiple tasks within established timeframes
- Following company policies, procedures, standards and guidelines
- Maintaining adherence to company safety policies for the safety of all associates and customers
- Receiving, understanding and proactively responding to direction from leaders and other company personnel
- Other responsibilities as assigned
What Skills You Have
- Authentic passion for beauty
- Client-facing retail or service industry experience
- Excellent written and verbal communication skills with the ability to influence in a clear and concise manner
- Availability to work days, nights, weekends and holidays
Essential Functions
- Ability to perform the accountabilities listed in the \"What You'll Do\" Section.
- Ability to satisfactorily complete company training programs.
- Ability to comply with dress code requirements.
- Basic math and reading skills, legible handwriting, and basic computer operation.
- Ability to operate and communicate on multiple frequency devices, handheld scanners, and other technology equipment as directed.
- Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company.
- Perform work in accordance with the Physical Requirements section.
Physical Requirements
- Must be able to lift up to 50 lbs. frequently and occasionally over 50 lbs. with a two person lift.
- Ability to climb, squat, stoop, kneel, crouch, bend, twist, reach, lift, grasp, push and pull on a frequent basis.
- Ability to stand/walk for the duration of a scheduled shift (at least 8 hours).
- Ability to visually verify information and locate and inspect merchandise.
- Ability to comply with health and safety standards.
Pay Range: $19.60 - $27.45
Kohl's offers a variety of benefits to associates depending on full-time/part-time status and work hours, including: WORK LIFE BALANCE (PTO, Vacation Buy Program, Parental Leave), HEALTH & WELLNESS (Medical, Dental, Vision and other short and long term disability programs, Emergency health and wellness programs such as Accident Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you, your family or your pet, as well as other protection programs), and LIFE EVENTS (Legal and adoption assistance benefits).
Innosight is a global strategy consulting firm focused on helping leading organizations design and create the future. We work with them to develop growth strategies, build innovation capabilities, and accelerate new growth initiatives. As a member of the Innosight team, you'll have the opportunity to work with leaders at Global 1000 companies to tackle some of the most interesting challenges in business.
We are the leading practitioners of disruptive innovation, building on the work of our co-founder, Harvard Business School professor Clay Christensen. Because we focus on growth strategy and innovation, we bring unique expertise and authority to the challenges our clients face: Where is our next big opportunity, and what is our strategy to get there? How do we build an organization that is innovative and future focused? How do we disrupt ourselves before others do?
Our values including humility, collaboration, transparency, and intellectual curiosity guide our work with clients, with each other, and our commitment to enabling innovation in organizations. Our work environment emphasizes the exchange of ideas, continuous learning, and collaboration. And our smaller team structure offers exposure to senior-level executives early in your consulting career.
Healthcare organizations must stay ahead of disruption by making data-driven decisions that accelerate transformation. Innosight thoroughly examines the intricate patient care challenges encountered by payor and provider healthcare entities to stabilize business today and create tomorrow's growth engine. As trusted strategic partners to CEOs and C-Suites, we help drive the healthcare industry forward by designing innovative enterprise-level long-term plans and partnerships for the world's leading healthcare organizations.
Innosight is seeking a Senior Associate to join our consulting team. Senior Associates play a critical role in driving client impactpartnering closely with Project Managers and case teams to structure work, guide problem-solving, and deliver high-quality results. You will take on increasing managerial responsibilities, independently own complex workstreams, and help shape client recommendations and project storylines. The ideal candidate brings strong strategic thinking, a collaborative and entrepreneurial mindset, and a commitment to developing both client insights and junior team members.
Key Responsibilities- Support Project Leadership: Work closely with case teams and project managers to drive team thinking, work activities, and deliverables.
- Workstream Ownership: Independently own and manage one or more workstreams, including problem structuring, developing detailed work plans, overseeing analysis, and driving results.
- Guide Problem Solving: Form hypotheses, break down complex problems, prioritize key analyses, and manage timelines to deliver impact.
- Deliver Client-Ready Results: Prepare high-quality deliverables, including clear analyses, compelling presentations, and actionable insights.
- Client Interaction: Facilitate brainstorming and client training sessions; present findings and recommendations to clients and senior executives.
- Business & Firm Development: Lead and advance intellectual property development and consulting offerings; contribute to internal initiatives and business development.
- Mentor Junior Talent: Support the professional development of junior employees, fostering a collaborative and high-performing team environment.
- Leverage Innovation Tools: Apply Innosight IP and emerging technologies, including generative AI, to inform and enhance recommendations.
- Minimum of 5 years of management consulting experience required, preferably in strategy (e.g., growth strategy, market entry, M&A, corporate strategy and transformation, or business model innovation).
- Strong interest in or prior experience with the healthcare provider industry (e.g., hospitals, health systems), including leading or contributing to strategy, growth, or innovation projects.
- Demonstrated experience independently owning significant workstreams and interacting directly with clients and senior executives.
- Proven ability to structure and solve ambiguous, complex problems using logic, creativity, and data-driven approaches.
- Demonstrated capacity to manage workstream planning, guide analysis, and lead or mentor junior team members.
- Excellent written and oral communication skills, with the ability to influence senior-level audiences.
- Bachelor of Science (BS) or Bachelor of Arts (BA), or another advanced degree is required.
- Advanced proficiency in PowerPoint and Excel; strong capability in producing client-ready deliverables.
- Familiarity with generative AI concepts and tools; experience applying them to client or analytical work is a strong plus.
- Self-starter who thrives in both structured and unstructured, highly collaborative environments.
- Travel and Home Office: Travel requirements vary by project, but candidates must be willing to travel weekly (up to 80%). You may live anywhere in the contiguous 48 states near a major airport.
The estimated base salary range for this job is $165,000 - $200,000. The range represents a good faith estimate of the range that Innosight reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Innosight's annual incentive compensation program, which reflects Innosight's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $206,250 - $250,000. The job is also eligible to participate in Innosight's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
United States of America
Under general direction, uses extensive knowledge and skills obtained through education and experience to conduct comprehensive audits, including Sarbanes Oxley and operational audits, and develop risk profiles of assigned processes within a functional area for Raymond James Bank. Leads the work of others to conduct audits with smaller scope and complexity. Participates in large or multiple audit projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and that require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Recommends process improvements for internal audit processes and procedures in order to improve internal controls. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Maintains extensive contact with internal customers and management to identify, research, analyze and resolve complex issues.
Responsibilities:
- Drive ongoing audit coverage of assigned functional audit area by developing audit programs.
- Propose audit objectives, scope, procedures and internal control reviews to ensure compliance with policies and procedures.
- Participate in audit engagements from the planning stages to the reporting stages.
- Produce quality deliverables in accordance with both department and professional standards.
- Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls.
- Finalize audit findings and provide an overall report on the control environment.
- Communicate audit findings to management and identify opportunities for improvement of the design and effectiveness of key controls.
- Build and maintain key relationships with stakeholders to establish a culture of engagement while adding value.
- Implement and execute an effective program of continuous monitoring for assigned audit areas.
- Monitor key metrics to identify control issues and adverse trends.
- Stay current with evolving industry and regulatory changes that impact the business.
- Performs other duties and responsibilities as assigned.
Knowledge of:
- Fundamental concepts, practices and procedures of auditing and risk assessment.
- Fundamental concepts of financial markets and products.
- Fundamental concepts of finance and accounting.
- Operational risks and related controls of regulations.
Skill in:
- Sharing information, supporting colleagues and encouraging participation.
- Assessing the probability and impact of an internal control weakness.
- Planning, organizing and conducting audits.
- Identifying key business processes.
- Identifying and documenting risk management issues.
- Testing key controls within business processes.
- Preparing written reports and delivering oral presentations.
Ability to:
- Build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
- Multi task, complete projects on time and within a budget, and adapt to changing priorities.
- Demonstrate enthusiasm, self-motivation, and effectiveness under pressure.
Education/Previous Experience:
- Bachelor's Degree in Business Administration, Finance, or Accounting and a minimum of three (3) years of experience in the financial services/banking industry.
- OR ~
- Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
- CIA or CPA Certification(s) preferred.
Education:
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience:
General Experience - 3 to 6 years
Certifications:
Travel:
Less than 25%
Workstyle:
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Overview
Join a world-class travel team and build your career in the luxury travel industry. This role begins as paid mentorship and ultimately progresses toward a Luxury Travel Advisor position.
About the Role
A detail-oriented and customer-focused Travel Advisor Assistant will be responsible for building and maintaining travel itineraries, communicating with clients, processing payments, and supporting sales and booking operations. This role requires proficiency in digital productivity tools and excellent organizational skills.
About Destinations Travel Advisors (DTA)
Destinations Travel Advisors is a boutique travel agency specializing in bespoke luxury travel and concierge services for luxury travel clientele worldwide, providing personalized, white-glove service and exclusive global access. Destinations Travel was established in 2010 and has a team of seasoned travel professionals with 70+ years of experience.
Key Responsibilities
Itinerary Management:
- Build and maintain detailed travel itineraries.
- Communicate with clients regarding their itineraries and notify them of any changes or updates.
Sales Support:
- Prepare quotes for full trips or individual bookings via email, or Travefy.
- Answer phone calls and assist clients with their inquiries.
- Process payments efficiently and accurately.
- Gather information from clients to understand their travel needs and preferences.
- Obtain information and quotes from vendors to meet clients' travel requirements.
Reservations/Booking:
- Book rail tickets, hotels, vacation packages, non-GDS air tickets, rental cars, transfers, tours, museum tickets, and other travel-related services.
Overall Office Responsibilities:
- All other office related duties as assigned by your supervisor, manager or agency owner on an as needed basis.
Qualifications
- Interest in a long-term career in the luxury travel industry.
- Excellent written and verbal communication.
- High attention to detail and organizational skills.
- Ability to multitask, work under pressure and meet deadlines.
- Experience with Travefy or GDS (SABRE) is a plus.
Career Path
- Entry-Level Paid Mentorship: foundational training and system learning.
- Intermediate Support Role: increased client communication, itinerary drafting and file management.
- Luxury Travel Designer (Commission Potential): full ownership of client relationships and bespoke travel planning.
The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.
As a Client Service Associate (CSA), you will:
Client Relationship Management:
- Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
- Maintain and update client records in Salesforce
- Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
- Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
Operational Support:
- Process account openings, transfers, and maintenance requests.
- Assist with money movements, including wires, ACH transfers, journals, and check requests.
- Ensure compliance with firm policies and regulatory requirements.
Advisor Support:
- Prepare reports, presentations, and documentation to support client reviews and financial planning.
- Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
- Monitor and track client service activities to ensure timely completion.
- Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
Administrative Duties:
- Manage advisor(s) calendars and schedule meetings.
- Handle incoming calls, emails, and correspondence professionally and promptly.
- Process and submit paperwork, checks, and securities in a timely manner, following to completion.
General Duties:
- Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
- Maintain internal client file integrity.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
- 1-3 years of administrative experience.
- Experience in the investment industry is preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
This emerging D.C. nonprofit is seeking an experienced, highly organized and proactive professional for their Recruiter and Workplace Culture Advisor opening. This role provides a special opportunity to partner closely with top leadership to manage full-lifecycle talent acquisition, develop hiring, and onboarding infrastructure, and build the cultural foundational framework for the organization. If you’re looking for an opportunity to apply your talent sourcing and operations experience at the ground level of a nonprofit and are eager to roll up your sleeves in an ever-evolving environment, this could be the role for you!
Key Responsibilities:
- Partner with senior leadership to identify staffing needs, lead full-cycle recruitment efforts including advertising the job postings, sourcing candidates, coordinating interviews, and overseeing offers.
- Foster strong talent pipelines through networking and collaboration with peer organizations, strengthening access to top talent for active and upcoming searches.
- Build and improve upon recruitment systems, procedures, and timelines, proactively identifying ways to maximize workflow efficiency.
- Collaborate with other departments to develop HR infrastructure, including onboarding details, background check vendors, employee handbooks, and other employee materials.
- Ensure alignment between the organization’s mission and values, leadership’s expectations, and day-to-day work practices.
- Serve as a right-hand, and advisor to senior leaders, developing employee best practices, staff engagement activities, and setting organizational expectations through clear and consistent communication.
- Utilize detailed and thoughtful decision making and collaboration, to assist with shaping and defining the organization’s culture, creating a durable foundation that can be built upon for years to come.
Why You’ll Love Working Here:
- Be a key part of a dynamic team, operating in a mission-driven, fast-paced, high-expectations environment.
- The unique opportunity to get in on the ground level, partnering closely with senior leadership to develop organizational processes and procedures, and shape the organization’s future.
What We’re Looking For:
- Experienced and sophisticated. You have a minimum of seven (7) years of experience in talent acquisition, operations, and or recruiting. Prior experience establishing and improving upon operational and workflow systems is a huge plus!
- Interpersonally adept. Building strong relationships and establishing trust with others is one of your top strengths. You are a polished professional and navigate any given situation with poise, discretion, and sound judgement.
- Multitasking extraordinaire. You seamlessly navigate numerous projects and competing interests, always ensuring deadlines are met and follow-up action is taken.
- All day, every day. You are excited by the opportunity to work in a demanding, start-up environment, and understand that availability to work outside standard work hours is a must. You are a true team player and when work calls, you eagerly answer.
Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.
Senior Analyst or Associate, Financial Advisory (Talent Pipeline)
Confidential Multi-Family Office & Investment Advisory Firm
Overview
As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.
This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.
Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.
Core Responsibilities (All Candidates)
You will support clients across a broad range of investment, planning, and relationship management activities, including:
- Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
- Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
- Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
- Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
- Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
- Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.
Senior Analyst
Senior Analysts take on increasing ownership, judgment, and communication responsibility.
Additional Responsibilities
- Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
- Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
- Develop working knowledge of trusts, estate strategies, and gifting structures.
- Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
- Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.
Qualifications
- Bachelor's degree required.
- 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.
Associate
Associates deepen their role as strategic advisors and trusted client partners.
Additional Responsibilities
- Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
- Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
- Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
- Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
- Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.
Qualifications
- Bachelor's degree required.
- 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.
Who You Are
Across both levels, successful candidates demonstrate:
- Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
- Exceptional attention to detail and commitment to accuracy.
- Intellectual curiosity, proactive thinking, and a passion for client service.
- High integrity in handling confidential and sensitive information.
- A collaborative mindset and enthusiasm for teamwork.
Location
Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.
Compensation
In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.
- Senior Analyst: $110,000 – $120,000 base salary
- Associate: $130,000 – $150,000 base salary
Both levels are eligible for a discretionary bonus and comprehensive benefits.
Salary Range- 73k-80k DOE
Hybrid/Remote Schedule: Set IOP Sessions on Monday, Tuesday, and Thursday from 5:30 pm-8:30 pm. One day a week on Campus.
Fuel Card if commuting more than 20 miles.
Generous PTO package and Benefits, including free meals on Campus.
Primary Function: Assumes responsibility as the primary counselor to individuals participating in the IOP program.
Supervision: Supervised by Counseling Manager
Essential Functions:
- Complete clinical assessments, interpretive summaries, and care planning based on assessment of individual needs, and complete diagnosis based on DSM-5 criteria.
- Coordinate client care with medical, mental health, and case management staff to address initial, ongoing, and continuing care needs.
- Coordinate care, discharge planning, and referral with client and families/referents as appropriate.
- Complete individual, group, and family counseling sessions which address the individual needs of the client, including relapse prevention.
- Complete clinical progress reviews using the ASAM dimensions.
- Prepare and complete all necessary documentation and record keeping.
- Prepare and conduct lectures on alcohol and drug related issues primarily through virtual formats.
- Maintain knowledge and adhere to Harmony policies and procedures.
- Participate as an effective and contributing member of the counseling team.
- Demonstrate knowledge and competency related to confidentiality and ethical standards of the counseling profession.
- Attend continuing education classes when possible and apply knowledge learned to work at Harmony. Share knowledge with co-workers.
- Adheres to confidentiality laws including 42CFR Part 2, HIPAA and HITECH as well as all Harmony policies and procedures.
Minimum Requirements:
- Master’s degree required in counseling or a related field
- Mental health license (LPC, LCSW, LMFT, etc.)
- Two (2) years of previous experience working as a counselor is preferred.
- Must have valid Colorado driver’s license and acceptable motor vehicle record if driving Harmony vehicle or driving for Harmony business
Knowledge, Skills and Abilities:
- Ability to establish a therapeutic alliance with clients.
- Demonstrated knowledge and understanding of addiction and human behavior.
- Ability to communicate effectively in written and verbal formats.
- Proven advanced skills in facilitating individual/group counseling.
- Proven ability to teach and motivate people.
- Personal maturity reflected by sound judgment and decision-making.
- Ability to relate with detachment and empathy to clients and families.
- Work effectively with colleagues across the organization.
- CPR and First Aid certified.
- Authentic commitment to Harmony’s mission and vision, actively working to further organizational objectives.
ABOUT SAVILLS
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you’re in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
ABOUT THE ROLE
The Senior Workplace Strategist will source, execute and manage workplace consulting projects, provide workplace support to internal client teams, and participate in client pitch meetings to strengthen the firm’s new business development efforts.
The Senior Workplace Strategist will partner with clients and internal client teams to develop workplace strategies and approaches to enable their employees to work more effectively, invest in their workspaces and work-from-anywhere technologies to improve talent attraction, retention, and productivity and further the client’s business mission. The role will be to work with clients to understand their culture, technology, work methodology and business goals and then execute workplace observation, measurement studies, elicit data and other feedback from clients in order to make appropriate recommendations, and guide them to a decision. Space planning and TestFit will also be required.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Assisting the Workplace Studio with strategic projects to win new business and deliver high-quality outcomes, specifically with knowledge and delivery of top law clients is imperative.
- Supporting senior leadership in the Washington DC office by preparing pitch materials and responding to RFPs for the Southeast region.
- Managing multiple client engagements concurrently under the guidance of senior leaders.
- Conduct workplace research and analysis, including utilization studies, space analysis, and data visualizations (utilization, space analysis, Power BI, Tableau).
- Analyzing diverse data sources to generate insightful recommendations.
- Developing new tools and methodologies to enhance project delivery and consistency.
- Execute space planning studies to demonstrate scenario options for qualitative & quantitative data.
- Formulating strategic recommendations and building consensus with client leadership.
- Lead user groups and focus groups and interviews to diagnose challenges and align stakeholders.
- Partnering with teams to address complex issues related to design strategy and organizational culture.
- Coordinating project support tasks, including meeting notes, scheduling, and progress tracking.
- Successfully managing multiple projects while prioritizing excellence in service delivery and team growth.
- Assisting in large-scale change initiatives and refining global workplace standards post-pandemic.
- In addition, it is ideal to have knowledge of new types of building and the integration of workplace strategy with development strategy.
QUALIFICATIONS
- Bachelor’s degree in architecture, interior Design or a related discipline.
- 5-7 years’ experience in occupier-focused workplace strategy, architecture, design, and corporate real estate.
- Demonstrated subject-matter expertise in workplace strategy, with specific experience in the legal sector.
- At least 5 years’ proven experience pursuing, closing, and delivering on new business engagements, including ability to support contract negotiations.
- Ability to initiate, sustain and grow senior level client relationships.
- Ability to work collaboratively in a team environment, while also operating independently and managing projects., and to inform, monitor and support the team’s performance.
- Excellent written, verbal and presentation skills, with the ability to communicate complex ideas clearly to clients and internal stakeholders.
- Proficient in:
- Revit, AutoCAD, and SketchUp
- Power BI and Tableau
- Adobe Creative Suite (Photoshop, Illustrator, InDesign)
- Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Ideally, visualization capabilities (Inscape or others)
- Ability to work in person in the DC office four days per week.
- Willingness to travel to client locations; travel will likely be 20% with minimal overnights
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic.
Savills participates in the E-Verify program.
Sales Advisor
Richland, PA
At Phoebe Ministries Richland, we’re more than a workplace – we’re a community rooted in compassion and excellence, dedicated to enriching the lives of our residents.
Why You'll Love Working with Phoebe Ministries:
- Competitive Pay – Earn a salary that values your expertise and dedication.
- Comprehensive Health Coverage – Health, Dental, Vision, and Life Insurance.
- Tuition Reimbursement – Advance your career with our support.
- Generous Paid Annual Leave – PLUS the ability to sell back unused time twice a year!
- Paid Day Off for Your Birthday – Because your day is worth celebrating!
- Employee Appreciation Events – Service awards, recognition gift cards, and more.
- Mission-Driven Culture – Join a team rooted in respect, integrity, and service.
Responsibilities for a Sales Advisor with Phoebe Richland:
The Sales Advisor will facilitate sales for the Richland Retirement Community. The Sales Advisor maintains and/or improves the occupancy level and revenue production of the independent living community in accordance with the marketing and business plans to close sales and drive census. Must meet and achieve individual sales goals and targets (call-outs, V2V calls, appointments, sales, closings, etc.) and develop and maintain relationships with and generate leads through residents, family, and professional referral sources. The Sales Advisor ensures that each prospect receives outstanding service by providing a friendly environment, which includes greeting and acknowledging every prospect, maintaining solid product knowledge, and all other aspects of customer service. As a team player, the Sales Advisor will work with others to plan, coordinate, and implement monthly prospect and/or referral source activities and events as well as work in collaboration with other team members in developing and executing marketing plans to achieve community occupancy goals. The Sales Advisor will utilize CRM software to track and report sales activities.
Requirements for a Sales Advisor with Phoebe Richland:
- The ability to deliver excellent customer service to all residents, families, and coworkers.
- Bachelor’s degree in marketing or related field preferred.
- 3-5 years’ sales experience required
- Sales experience within a senior living environment preferred.
- Prove history of achieving and exceeding sales goals required.
Candidates who excel are those who can thrive in a positive and respectful Customer Driven Culture while embodying the organization’s Faith in Action Mission, Vision, and Values.
Phoebe is an equal opportunity employer.