knowledge management advisor

Booz Allen Hamilton

<div>Knowledge Management Specialist and Scrum Master<p><b>
The Opportunity:</b></p><p>
As a scrum master, you&rsquo;re passionate about outcomes and supporting a development team that&rsquo;s creating efficiency in critical projects. You know the importance of Agile best practices and how to combat challenges early to get work done. We need an experienced scrum master like you to create solutions that&rsquo;ll make critical information accessible and discoverable.</p><p></p><p>
On our team, you&rsquo;ll coach a development team to their highest performance level, while ensuring the scrum project is successfully progressed. You&rsquo;ll ensure scrum principles and approaches are understood correctly by the team and key stakeholders. Using tools like Jira, GitLab, and Confluence, you&rsquo;ll strengthen sustainable process improvements to help your team develop cyber solutions to combat the most advanced adversaries.</p><p></p><p>
In this role, you&rsquo;ll directly impact CNO capability development by enabling developers to do their best work and foster a culture of continuous learning and improvement. This is an opportunity to grow your experience in the access development environment while successfully delivering project solutions that will support the national security mission.</p><p></p><p>
Work with us as we strengthen operational excellence for national security.</p><p></p><p>
Join us. The world can&rsquo;t wait.</p><p></p><p><b>
You Have:</b></p><ul><li><p>
5+ years of experience working as a Scrum Master</p></li><li><p>
Experience in agile project management and knowledge management tools like Jira, GitLab, and Confluence, including creating integrated Jira and Confluence views and dashboards</p></li><li><p>
Experience as a Jira and Confluence project administrator</p></li><li><p>
Experience working with and briefing client management</p></li><li><p>
Experience teaching technical teams Agile framework concepts</p></li><li><p>
Ability to organize and problem solve with a mindset of continuous learning and improvement</p></li><li><p>
TS/SCI clearance with a polygraph</p></li><li><p>
HS diploma or GED and 6+ years of experience in knowledge management or Bachelor's degree and 5+ years of experience in knowledge management</p></li></ul><p></p><p><b>
Nice If You Have:</b></p><ul><li><p>
Knowledge of software development environments including AI/ML, analytic development, exploit development, or malware reverse engineering</p></li><li><p>
Bachelor's degree</p></li><li><p>
Certified Scrum Master (CSM), SAFe Scrum Master, or ICAgile ACP-ATF Certification</p></li></ul><p></p><p><b>
Clearance:</b></p><p>
Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information; TS/SCI clearance with polygraph is required.</p><p></p><p><b>
Compensation</b></p><p>
At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen&rsquo;s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.</p><p></p>
Salary at Booz Allen is determined by various factors, including but not limited to location, the individual&rsquo;s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements. The projected compensation range for this position is $86,900.00 to $198,000.00 (annualized USD). The estimate displayed represents the typical salary range for this position and is just one component of Booz Allen&rsquo;s total compensation package for employees. This posting will close within 90 days from the Posting Date.<p></p><p><b>
Identity Statement</b></p><p>
As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.</p><p></p><p><b>
Candidate AI Usage Policy</b></p><p>
AI is a part of our daily work at Booz Allen, and we are committed to the responsible and ethical use of AI tools. However, we want to ensure a fair candidate process based on <b>your </b>own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) or other tools to assist with responses during interviews (whether in-person or virtual) is prohibited <b>unless permission is explicitly provided</b>.
</p><p></p><p><b>Work Model</b><br>
Our people-first culture prioritizes the benefits of collaboration, whether it occurs in person or virtually. To support engagement and effective communication, employees working virtually are generally expected to have their cameras on during meetings.</p><ul><li><p><b>
Remote</b>: If this position is listed as remote, there may still be occasions when you are required to work in person at a Booz Allen or customer facility.</p></li><li><p><b>
Hybrid</b>: If this position is listed as hybrid, you will be expected to work from a Booz Allen facility frequently, in alignment with leadership expectations and the needs of the role. You may also be required to work from or visit a customer facility.</p></li><li><p><b>
Onsite</b>: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role.</p></li></ul><p></p><p><b>
Commitment to Non-Discrimination</b></p><p>
All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran or any other status protected by applicable federal, state, local, or international law.</p></div><p></p>

Knowledge Management Specialist and Scrum Master

WorldFish

<div><p><b>About WorldFish</b></p><p>
WorldFish is an international research organization working to transform aquatic food systems to reduce hunger, malnutrition, and poverty. It collaborates with international, regional, and national partners to co-develop and deliver scientific innovations, evidence for policy and knowledge to enable equitable and inclusive impact for millions who depend on fish and other aquatic foods for their livelihoods and nutrition. Our work in countries advances progress on multiple 2030 Sustainable Development Goals through science and innovation, with a vision of healthy people, healthy planet and shared prosperity.
</p><p><b>About the Project
</b></p><p>The project, &ldquo;Promoting sustainable fisheries management in the Red Sea Large Marine Ecosystem&rdquo; (RedSeaFish) is funded by the Global Environment Facility (GEF), and implemented by the Food and Agriculture Organization of the United Nations (FAO). WorldFish is executing three components of the project while the Regional Commission for Fisheries (RECOFI) is responsible for executing one component.
</p><p>The project aims to strengthen regional cooperation and management for sustainable shared fisheries in the Red Sea through strengthening fisheries data and information systems, enhancing collaborative regional fisheries management in the Red Sea, improving national regulatory frameworks and institutional capacity to manage Red Sea fisheries, and improving knowledge and awareness to support sustainable fisheries management. The beneficiary countries include Djibouti, Egypt, Eritrea, Jordan, Sudan and Yemen, while Saudi Arabia will partner and engage in project activities. The project management unit will be based in Cairo, Egypt.
</p><p><b>About the Consultancy
</b></p><p>The RedSeaFish Project will generate considerable knowledge and require associated knowledge and learning products across all its components to be shared and socialized with stakeholders and partners. Knowledge Management and Learning (KML) is, therefore, an integral part of the project present across its technical components with KML activities supporting capacity building and training actions across the project. The consultant will work closely with the technical components to co-design and deliver KML activities, along with project communications products and activities &ndash; executing the Knowledge Management and Communications component of the project.
</p><p>The core objective of this consultancy is to develop and implement a comprehensive Knowledge Management, Learning and Communications (KMLC) Plan that guides and executes all project knowledge generation, learning, communication, outreach, and awareness-raising activities, ensuring gender-responsive and inclusive engagement of stakeholders. The consultant will develop KMLC plan and products drawing on services and products provided by FAO, regionally and in countries.
</p><p><b>Key Responsibilities
</b></p><p>The KMLC consultant for the project will strategize, organize and execute its knowledge management, learning, outreach and communications activities. Key responsibilities include:</p><ul><li>
Develop and validate Project Knowledge Management, Learning and Communications (KMLC) Strategy and Plan (within the first 3 months of the project). The strategy and plan will lay out key project messages and outcomes with target audiences, resources needed with timing identified, tools and products and a digital media strategy. It should factor in gender-sensitive messaging that considers the roles of both men and women in fisheries to ensure equitable access to all knowledge and communications materials.
</li><li>Develop a project-specific visual identity with WorldFish&rsquo;s Communications and Graphic Design team, including design of branded templates, fact sheets, banners and partner branding guidelines</li><li>
Develop project-generated knowledge and communication products and share through available knowledge-sharing platforms and processes:</li></ul><ul><li>
Facilitate exchange of lessons, best practice, and expertise among experts and implementers.</li><li>
Develop and maintain project website/microsite, which will act as a project knowledge-sharing hub.</li><li>
Disseminate communications and knowledge products and project results through a range of media and channels, including through traditional media, social media, newsletters, videos and photos, banners, infographics, and at public events, such as expos, meetings, and community events</li></ul><ul><li>
Coordinate with project partners to ensure branding compliance, identify promotion and knowledge sharing opportunities and co-develop products and activities.
</li><li>Collaborate closely with WorldFish&rsquo;s Communications team to feed RedSeaFish&rsquo;s content and align with WorldFish&rsquo;s global Communications activities and priorities and identify promotion opportunities for RedSeaFish project for media publicity and at events &ndash; globally, regionally, and within countries.</li></ul><p>
 <b>Expected Outcomes</b>:</p><ul><li>
Support the development of a regional knowledge platform enhancing access to fisheries knowledge.</li><li>
Learning and adaptive management institutionalized across project implementation.</li><li>
Stakeholder capacity strengthened to apply knowledge, tools, and best practices.</li><li>
Project visibility and communication of results enhanced at all levels.</li><li>
Stakeholder engagement, regional collaboration, and uptake of outputs increased.</li><li>
Project knowledge informs policy, strengthens governance, and ensures sustainability of KM systems.</li></ul><br>
<b>
Requirements</b><p><br>
This consultancy might be for you if you have the following skills and qualifications:
</p><ul><li>Bachelor&rsquo;s or a higher degree in communications, knowledge management, international development, journalism, fisheries, or related fields.</li><li>
At least 5-8 years of relevant professional experience, preferably in the Middle East and North Africa region.</li><li>
Proven experience in delivering knowledge, communications and outreach strategies, products and facilitated workshops for donor-funded projects.</li><li>
Outstanding writing skills, preferably demonstrated in communicating science and technology subject matter, with experience in writing for different formats, channels, and audiences.
</li><li>Comfortable in facilitating and leading meetings with strong interpersonal communications skills (native-level fluency in English).
</li><li>Experience integrating gender and social inclusion, preferably.
</li><li>Familiarity with fisheries, coastal communities, ocean ecosystems and related environmental issues.</li><li>
Experience with GEF, FAO, IFAD, World Bank or similar donors is an asset.</li><li>
Working fluency in Arabic is preferable.</li></ul><p><b>
Consultancy Duration</b></p><p>
The duration of the contract will initially be for a <b>12-months</b> period with possibility of extension, depending on funding and performance.
</p><p><b>Evaluation and Selection</b></p><p>
Applications will be evaluated based on the qualifications and experience of the consultant, the quality and feasibility of the proposed approach and work plan, the relevance of previous work examples and the most competitive proposal. Shortlisted candidates may be invited for an interview or request additional information before final selection. This opportunity is open for all applicants.</p><p><b>
How to Apply</b></p><p>
Interested consultant are invited to submit the following materials for consideration no later than <b>23:59 (MYT) 20 May 2026:
</b></p><ul><li>A brief cover letter outlining relevant experience related to this consultancy requirement.</li><li>
A CV highlighting similar past assignments.</li><li>
A financial proposal indicating the total cost for the task.
</li></ul><p>We will begin reviewing applications as soon as they are submitted and may make an offer before the submission deadline.</p><p><b>
Our Gender, Diversity and Inclusion Commitment</b></p><p>
Over 40% of WorldFish staff is women with some 30 nationalities represented and contributing to its dynamic multicultural work environment. WorldFish is committed to promoting a work environment where diversity and inclusion are valued and we seek to have gender balance in the organization. We aim to also seek balance across other diverse dimensions.
</p><p>People in WorldFish are treated equally irrespective of gender, ethnicity/race, national or social origin, disability, religion, political affiliation, age, family size, marital status or any other form of personal identity.
</p><p><b>We are an equal opportunities employer and strongly encourage qualified women and men from developing nations to apply.</b></p></div>

Consultant (Knowledge Management, Learning and Communications)

Contour Software

<div><p><b>About Contour</b></p><p></p><p>
Contour Software has grown from a dozen people to over 2,000 staff across 3 cities, in less than 14 years.</p><p><br>
As a subsidiary of Constellation Software Inc., we are proud to be part of a global enterprise software conglomerate that has grown to become one of the top 10 software companies in the world, with employees and customers in 100+ countries. With a broad-based and ever-growing portfolio of market-leading, vertical-market enterprise solutions covering more than 100 industry domains in predominantly mature markets, CSI's recipe creates the perfect environment for professionals to build fulfilling, long-term careers.</p><p><br>
What started as an R&amp;D &amp; Accounting back-office, has progressed into a full-service Global Centre serving all functions and departments, at the divisional as well as operating group/corporate level. Today Contour employees, located in Karachi, Lahore &amp; Islamabad, are serving CSI divisions located in time zones spanning the globe, from Sydney to Vancouver. With the global growth of Constellation as the wind in our sails, we are only just getting started!</p><p></p><div><div><p><b>
The Division:</b></p></div><div><p>
Andromeda acquires and supports software companies for the long term &mdash; providing a permanent home where people and products can thrive. As part of Constellation Software, we combine global scale with an entrepreneurial mindset, investing in leadership, innovation, and durable growth.</p></div><div><p>
We bring together companies and leaders across North America, Europe, Latin America, and Asia. Our decentralized structure empowers local teams while connecting them to a global community of operators, insights, and shared experience.</p></div><div><p><b>
Position Overview:</b></p></div><div><p>
Andromeda is establishing a formal <b>Knowledge Management (KM) </b>practice to strengthen how critical information is captured and shared, improve findability and reuse, and enable consistent execution across a distributed, acquisition-driven organization.</p></div><div><p>
As the Knowledge Management (KM) Governance and Standards Lead, you will design and implement the foundational KM operating model and deliver day-to-day KM execution. You will also provide guidance on the most effective knowledge hub approach and tooling, while establishing information architecture and content standards, enabling publishing and maintenance workflows, and driving adoption across stakeholders.</p></div><p></p><div><p><br>
This is not an administrative documentation role. The position focuses on creating a trusted and usable system of record, defining how knowledge will be captured and governed, and enabling contributors and users to adopt new behaviors so that knowledge stays current, owned, and easy to reuse.</p></div><div><p><b>
Key Responsibilities:</b></p></div><div><p><b>
KM Discovery &amp; Prioritization:</b></p></div><div><ul><li><p>
Work with corporate functions and portfolio/business unit stakeholders to identify high-value knowledge domains and priority use cases (e.g., best practices, playbooks, SOPs, onboarding paths).</p></li></ul></div><div><ul><li><p>
Conduct structured discovery using interviews, workshops, working sessions, and review of existing artifacts.</p></li></ul></div><div><ul><li><p>
Assess fragmentation/duplication risks and define a practical approach to consolidation, ownership, and &ldquo;single source of truth.&rdquo;</p></li></ul></div><div><ul><li><p>
Translate business priorities into a phased KM delivery plan and backlog.</p></li></ul></div><p></p><div><p><b><br>
Knowledge Hub Design (Information Architecture &amp; Taxonomy):</b></p></div><div><ul><li><p><br>
Design and maintain the information architecture for the knowledge hub (site/library structures, navigation, page patterns, content types).</p></li></ul></div><div><ul><li><p>
Define and apply taxonomy/metadata standards, naming conventions, and versioning practices to improve search and reuse.</p></li></ul></div></div><div><div><ul><li><p>
Create and maintain templates for key knowledge asset types (e.g., best practices, playbooks, SOPs, decision records).</p></li></ul></div><div><ul><li><p>
Ensure the hub is easy to navigate for different audiences</p></li></ul></div><p></p><div><p><b><br>
Content Lifecycle Management</b><b>:</b></p></div><div><ul><li><p><br>
Define and run workflows for content intake, review/approval, publishing, periodic review, and retirement.</p></li></ul></div><div><ul><li><p>
Establish content ownership expectations (owners, reviewers, update cadences) and ensure published assets have clear accountability.</p></li></ul></div><div><ul><li><p>
Edit and structure content for clarity, usability, and consistency while ensuring subject matter owners remain accountable for accuracy.</p></li></ul></div><div><ul><li><p>
Monitor content health and drive remediation (outdated content, missing owners, duplicates).</p></li></ul></div><p></p><div><p><b><br>
KM Tooling Enablement (Knowledge Hub Platform):</b></p></div><div><ul><li><p><br>
<br>
Recommend, configure, and help administer the knowledge hub platform (e.g., Microsoft 365 / SharePoint or an alternative) in partnership with IT, including permissions, spaces/libraries, metadata, navigation, and publishing controls.</p></li></ul></div><div><ul><li><p>
Improve findability through information architecture, metadata discipline, and search-oriented content patterns within approved tools and constraints.</p></li></ul></div><div><ul><li><p>
Support integration patterns where appropriate</p></li></ul></div><div><ul><li><p>
Maintain basic governance controls to keep the hub trusted</p></li></ul></div><p></p><div><p><b><br>
Adoption, Change Management &amp; Stakeholder Enablement:</b></p></div><div><ul><li><p><br>
Develop and deliver contributor guidance and enablement (job aids, training, publishing &ldquo;how-to&rdquo; resources).</p></li></ul></div><div><ul><li><p>
Drive adoption through communications and feedback loops; gather user pain points and translate them into improvements.</p></li></ul></div><div><ul><li><p>
Facilitate working sessions with SMEs and stakeholders to build content, clarify standards, and resolve ownership issues.</p></li></ul></div><div><ul><li><p>
Promote sustained KM behaviors so knowledge stays current rather than becoming a static repository.</p></li></ul></div></div><p></p><div><div><p><b><br>
Measurement &amp; Continuous Improvement:</b></p></div><div><ul><li><p><br>
Define and report KM metrics (adoption/usage, contribution activity, content health, findability/search effectiveness, stakeholder confidence).</p></li></ul></div><div><ul><li><p>
Maintain an improvement backlog based on analytics and user feedback; iteratively improve structure, templates, and workflows.</p></li></ul></div><div><ul><li><p>
Provide regular updates to leadership on progress, risks, and recommended adjustments to scope or approach.</p></li></ul></div><p></p><div><p><b><br>
KM Governance Leadership:</b></p></div><div><ul><li><p>
Facilitate the KM governance cadence (agenda, pre-reads, materials, and follow-ups) to keep decisions moving and standards consistently applied across functions.</p></li></ul></div><div><ul><li><p>
Capture decisions and action items, maintain KM standards/documentation (taxonomy rules, lifecycle policies, templates), and track execution&mdash;while ensuring decision rights remain with leadership and governance remains focused on risk, quality, and consistency.</p></li></ul></div><div><p><b>
Qualification</b><b> </b><b>and Skills</b><b>:</b></p></div><div><ul><li><p>
Bachelor&rsquo;s degree in Business, Information Management, Communications, Computer Science, Library/Information Science, or a related field. Equivalent practical experience is acceptable.</p></li></ul></div><div><ul><li><p>
5+ years of experience in Knowledge Management, content operations, information architecture, digital workplace, documentation/program enablement, or a closely related discipline.</p></li></ul></div><div><ul><li><p>
Demonstrated experience designing or improving a knowledge repository, including standards, templates, governance, and lifecycle processes.</p></li></ul></div><div><ul><li><p>
Experience establishing and operating KM governance models (e.g., decision forums/cadences, RACI/decision rights, standards compliance, and action tracking) in a matrixed environment.</p></li></ul></div><div><ul><li><p>
Hands-on experience implementing or administering a knowledge hub platform (e.g., SharePoint/Microsoft 365 or an equivalent), including site/page/library or space design, permissions, metadata, and structures that improve end-user findability.</p></li></ul></div><div><ul><li><p>
Strong stakeholder management and facilitation skills; ability to influence without authority across multiple teams.</p></li></ul></div><div><ul><li><p>
Strong writing and editing skills; ability to create clear standards, playbooks, and contributor guidance.</p></li></ul></div><div><ul><li><p>
Experience driving adoption/change (training, communications, enablement) for new tools and processes.</p></li></ul></div><div><ul><li><p>
Ability to operate in ambiguous, build-from-scratch environments and deliver iteratively with strong execution discipline.</p></li></ul></div><div><ul><li><p>
Familiarity with digital workplace and knowledge tooling ecosystems&mdash;and how to integrate KM into day-to-day workflows (e.g., Teams/Viva/Power Automate or comparable tools)&mdash;is an advantage.</p></li></ul></div></div><p><b>
Exciting Benefits we offer:</b></p><ul><li><p>
Market-leading Salary</p></li><li><p>
Medical Coverage &ndash; Self &amp; Dependents</p></li><li><p>
Parents Medical Coverage</p></li><li><p>
Provident Fund</p></li><li><p>
Employee Performance-based bonuses</p></li><li><p>
Home Internet Subsidy</p></li><li><p>
Conveyance Allowance</p></li><li><p>
Profit Sharing Plan [Tenured Employees Only]</p></li><li><p>
Life Benefit</p></li><li><p>
Child Care Facility</p></li><li><p>
Company Provided Lunch/Dinner</p></li><li><p>
Professional Development Budget</p></li><li><p>
Recreational area for in-house games</p></li><li><p>
Sporadic On-shore training opportunities</p></li><li><p>
Friendly work environment</p></li><li><p>
Leave Encashment</p></li></ul><p></p><p><b><i>
Disclaimer:</i></b><i> At Contour, we attribute our success to the unique contributions of our diverse staff. We&rsquo;re committed to fostering a culture of respect that thrives on the varied perspectives and experiences of all individuals we recruit, employ, promote, and compensate. Since day one, we&rsquo;ve adhered to a policy that champions a work environment honoring the worth and dignity of each person while being free from all forms of employment discrimination.</i></p><p></p><p><i>
In our continuous effort to promote inclusivity, we extend our commitment to individuals with special needs by providing reasonable accommodations. We actively encourage qualified individuals with special needs to apply for the various openings within our company. Should you require assistance in completing the application process or have any inquiries regarding special facilities, please do not hesitate to contact our HR team. Your unique talents and abilities are welcomed and valued here.</i></p></div><p></p>

Knowledge Management, Governance and Standards Lead

Riverstone Companies, LLC

<p><b>Job Summary</b><br/>We are seeking a dynamic and experienced Commercial Real Estate Advisor / Senior Advisor to join our vibrant team. In this role, you will be at the forefront of commercial property transactions, providing expert guidance to clients and stakeholders. Your energetic approach will drive successful negotiations, foster strong relationships, and deliver exceptional service. As a key player in our organization, you will leverage your extensive knowledge of the commercial real estate market, legal regulations, and marketing strategies to facilitate seamless property deals and maximize client satisfaction. This position offers an exciting opportunity to influence the growth of our portfolio while working in a fast-paced, collaborative environment.</p><p><b>Responsibilities</b></p><ul><li>Lead and manage commercial property transactions from initial inquiry through closing, ensuring all steps adhere to legal and regulatory standards such as Fair Housing regulations.</li><li>Conduct market research and develop targeted marketing strategies to attract potential clients and tenants for available properties.</li><li>Negotiate lease agreements, sales contracts, and other transaction terms with clients, vendors, and partners to secure favorable outcomes.</li><li>Provide comprehensive customer service by addressing client inquiries promptly, understanding their needs, and offering tailored real estate solutions.</li><li>Maintain organized records of all property listings, client interactions, legal documents, and transaction details using effective administrative practices.</li><li>Stay informed about current market trends, property management practices, and real estate law to offer expert advice and strategic insights.</li><li>Collaborate with property management teams to ensure properties are well-maintained and compliant with all relevant regulations.</li></ul><p><b>Qualifications</b></p><ul><li>Proven experience in commercial real estate sales or advisory roles with a strong track record of successful transactions.</li><li>Exceptional negotiation skills with the ability to close deals effectively while maintaining positive client relationships.</li><li>Strong marketing acumen combined with excellent communication skills to promote properties and engage clients across diverse channels.</li><li>Multilingual or bilingual abilities are highly desirable to serve a diverse client base effectively.</li><li>Knowledge of Fair Housing regulations, real estate law, and property management practices is essential for compliance and best practices.</li><li>Demonstrated customer service orientation with the ability to understand client needs and deliver tailored solutions.</li><li>Organizational skills with experience managing multiple transactions simultaneously while maintaining attention to detail.</li><li>Previous experience in real estate administration or legal documentation is preferred to ensure smooth transaction processes. Join us as a Commercial Real Estate Advisor / Senior Advisor and be part of a passionate team dedicated to excellence in real estate services! We value energetic professionals who thrive on building relationships, closing deals, and making impactful contributions in a dynamic environment.</li></ul><p>Pay: $1.00 - $100,000.00 per year</p><p>License/Certification:</p><ul><li>Texas Real Estate License (Required)</li></ul><p>Work Location: In person</p>

COMMERCIAL REAL ESTATE ADVISOR / SENIOR ADVISOR

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.</p><p></p><p>
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.</p><p></p><p>
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.</p><p></p><p>
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.</p><p></p><p>
As a <b>Financial Solutions Advisor within the centralized segment of the Advisor Development Program, </b>your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.</p><p></p><p>
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.</p><p></p><p>
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.</p><p></p><p><b>
The Academy</b> will support you along the way with dedicated programs, tools and resources throughout your career journey.</p><p></p><p>
We&rsquo;ll help you</p><ul><li><p><b>
Build a successful career</b> at Bank of America through world-class training and on-boarding programs that set you up for success.</p></li><li><p><b>
Get training and one-on-one coaching</b> from Academy managers who are invested in your success.</p></li><li><p><b>
Grow your business knowledge </b>by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</p></li><li><p><b>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses</b> (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your <b>SIE </b>within 60 days of being hired &amp; your <b>Series 7 &amp; 66 </b>within 120 Days - a requirement for the role.</p></li><li><p><b>
Build your network. </b>Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</p></li><li><p><b>
Provide end-to-end comprehensive advice</b>, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</p></li><li><p><b>
Collaborate with core banking and investment partners.</b> Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</p></li></ul><p></p><p>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to</p><ul><li><p>
Unlimited potential for financial growth.</p></li><li><p>
A strong referral base from across the business through our relationship with one in every two households.</p></li><li><p>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</p></li><li><p>
Robust marketing support to reach wider audiences with greater appeal.</p></li><li><p>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</p></li><li><p>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</p></li></ul><p></p><p>
We&rsquo;re a culture that</p><ul><li><p>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</p></li><li><p>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</p></li><li><p>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</p></li><li><p>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
Displays confidence working in a sales role</p></li><li><p>
Builds strong client relationships through effective communication and collaboration</p></li><li><p>
Displays a proactive mindset and effective time management</p></li><li><p>
Demonstrates a results-driven mindset and prioritizes client interests</p></li><li><p>
Identifies appropriate client solutions through application of learnings and new information</p></li><li><p>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</p></li></ul><p><b>
Desired Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</p></li><li><p>
Learns and adapts to new technology or applications</p></li><li><p>
Executes multiple tasks simultaneously</p></li></ul><p></p><p><br>
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.</p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

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