Senior Advisor Salary at Kamama BETA

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client. Solves complicated financial planning, estate, tax, and retirement issues. Monitor lead flow, contact, and follow up. Serves on investment management committee or helps determine firm investment strategies for clients. Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients. Participates and coordinates marketing efforts for the Senior Advisors. Manages all Relationship Managers under their supervision. Facilities all onboarding work for new clients. Coach and mentor Relationship Manager. Assist Marketing with content and content creation. Monitor Opportunities within each client’s portfolio. Monitor sales flow and process and be able to provide innovative ideas to incr

Job Description: Amplytics is seeking an experienced Project Management Consultant with a proven track record in program management to join our team. In this role, you will provide expert guidance and leadership to optimize project management processes, implement PMO best practices, and ensure successful delivery of complex programs. Key Responsibilities: Lead and advise on program governance and portfolio management processes Assess, design and implement PMO functions and capabilities Develop project management frameworks, methodologies and templates Provide mentorship and guidance to project managers Conduct project health checks and recovery strategies for at-risk initiatives Facilitate strategic planning sessions and project kickoffs Create and deliver compelling executive presentations with actionable insights Design data-driven program dashboards and visualizations for leadership Develop standardized reporting mechanisms to track program performance metrics Translate complex proj

Job Description: Amplytics is seeking an experienced Project Management Consultant with a proven track record in program management to join our team. In this role, you will provide expert guidance and leadership to optimize project management processes, implement PMO best practices, and ensure successful delivery of complex programs. Key Responsibilities: Lead and advise on program governance and portfolio management processes Assess, design and implement PMO functions and capabilities Develop project management frameworks, methodologies and templates Provide mentorship and guidance to project managers Conduct project health checks and recovery strategies for at-risk initiatives Facilitate strategic planning sessions and project kickoffs Create and deliver compelling executive presentations with actionable insights Design data-driven program dashboards and visualizations for leadership Develop standardized reporting mechanisms to track program performance metrics Translate complex proj

Job Description: Amplytics is seeking an experienced Project Management Consultant with a proven track record in program management to join our team. In this role, you will provide expert guidance and leadership to optimize project management processes, implement PMO best practices, and ensure successful delivery of complex programs. Key Responsibilities: Lead and advise on program governance and portfolio management processes Assess, design and implement PMO functions and capabilities Develop project management frameworks, methodologies and templates Provide mentorship and guidance to project managers Conduct project health checks and recovery strategies for at-risk initiatives Facilitate strategic planning sessions and project kickoffs Create and deliver compelling executive presentations with actionable insights Design data-driven program dashboards and visualizations for leadership Develop standardized reporting mechanisms to track program performance metrics Translate complex proj

Job Description: Amplytics is seeking an experienced Project Management Consultant with a proven track record in program management to join our team. In this role, you will provide expert guidance and leadership to optimize project management processes, implement PMO best practices, and ensure successful delivery of complex programs. Key Responsibilities: Lead and advise on program governance and portfolio management processes Assess, design and implement PMO functions and capabilities Develop project management frameworks, methodologies and templates Provide mentorship and guidance to project managers Conduct project health checks and recovery strategies for at-risk initiatives Facilitate strategic planning sessions and project kickoffs Create and deliver compelling executive presentations with actionable insights Design data-driven program dashboards and visualizations for leadership Develop standardized reporting mechanisms to track program performance metrics Translate complex proj

Are you a process-oriented thinker with experience in international tax compliance? Do phrases like "best practices," "leading edge technology," and "maximum efficiency" peak your interest? Do you enjoy providing international compliance and process improvement advice to U.S and foreign multinational clients that have complex data and transactions to report? If you answered "Yes" to any of these questions, you should consider a career in the national international Compliance & Reporting Services (iCRS) group within Deloitte's International Tax practice. What you'll do As a Tax Senior, you will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and tax process advisory services to multinational clients. You will transform complex data and analyze complex cross-border transactions using leading edge technology and best practices to meet international tax compliance requirements: + Advise clients on their technology and international

Senior Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They also spend a significant amount of their time overseeing, training, and supervising other staff members. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is a plus. Primary Duties: Conduct all Get to Know meetings Manage top 20% of the team’s client reviews. Dedicate at least 80% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Associate Advisors. Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. Train, coach, and mentor entire advi

GenEdit is a rapidly-growing, early-stage company that is developing a proprietary and novel delivery platform with the potential to transform genetic medicine. Our interdisciplinary team works together across chemistry, payload design, formulation, and screening and preclinical groups to develop the next generation of gene therapies. GenEdit fosters an exciting and dynamic environment where we value impactful data and creative solutions to accelerate our progression from a platform technology to a pipeline of therapeutic candidates. We are seeking talented and motivated individuals to join our team and are expanding across all functions within the organization. Join us in South San Francisco, CA, to be at the forefront of the future of gene therapy. Senior Consultant, CMC Development and Manufacturing GenEdit is looking for an individual who will provide technical and organizational leadership and work closely with cross-functional stakeholders to ensure CMC activities are executed se