Lead Advisor - New Market - Tampa Bay

About the role

The Lead Advisor position in the New Market team at our Tampa Bay office is responsible for providing expert advice and support to clients. This role requires strong client service skills, a deep understanding of market dynamics, and the ability to develop innovative solutions.

Responsibilities

• Provide high-level strategic advice to clients on market trends and opportunities
• Develop and implement customized solutions to meet client needs
• Collaborate with cross-functional teams to ensure seamless execution of projects
• Stay current with industry developments and regulatory changes
• Conduct research and analysis to inform decision-making

Requirements

• Bachelor's degree in Business, Economics, Finance, or related field
• Minimum 5 years of relevant experience in financial services or consulting
• Proven track record of successful client relationships and project management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Qualifications

• Experience working with diverse client populations
• Knowledge of financial products and services
• Proficiency in Microsoft Office Suite
• Ability to travel up to 20% of the time

Skills

• Strategic thinking and decision-making
• Client relationship management
• Project management
• Financial analysis and reporting
• Research and data analysis

Benefits

• Competitive salary commensurate with experience
• Health insurance coverage
• Flexible work schedule
• Professional development opportunities
• Employee assistance program

Pay

Salary is competitive and commensurate with experience.

Schedule

The Lead Advisor position is full-time and requires on-site work in the Tampa Bay office.