Manager, Advisory Resume Sample

25 votes
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Stewart Farrell
75578 Schmitt Dam,  San Francisco, CA
+1 (555) 572 9502

Work Experience

IT Services Manager, Advisory
12/2017 - PRESENT
Philadelphia, PA
  • Provides overall supervision for the billing group, including but not limited to decisions pertaining to workloads, staffing needs, and department procedures
  • Has a full understanding of what is being worked on by department staff and the status of the various projects
  • Works with the Advisory Operations internal development group, I.T., and/or outside vendors on technology enhancements that streamline processing and improve overall results within the department
  • Handles both routine and disciplinary personnel issues at their onset and involves management when necessary
  • Functions as a professional mentor for others within the department
  • Works with the leadership group in Advisory Operations with respect to overall department strategy and decision making
  • Works with Advisory Marketing/Product and Advisory Compliance with respect to new processes, products, and procedures
  • Functions as the department liaison with outside vendors (i.e. Gabriel Group, Vestmark, APL, etc.)
  • Provides overall supervision for the advisory account processing group, including but not limited to decisions pertaining to workloads, staffing needs, and department procedures
Manager, Advisory Innovation
03/2013 - 10/2017
Philadelphia, PA
  • A proud and loud certified Agile Scrum Master
  • Passionate in advocating and coaching the Agile Scrum methodologies for both the development team as well as to the clients
  • Proactive questioning on existing practices, identify and implement efficiencies, generate and disseminate reports highlighting the bank’s risk exposure in compliance with the most update regulatory requirements
  • Good reporting and communication skills in English – Languages Dutch/ English in the working environment
  • Competences: delivering results, clear communication (written/orally), customer focussed
  • Risk oversight and adherence to LPL’s risk profile
  • Proactively communicate the project’s progress on an on-going basis, ensuring transparency throughout the project lifecycle
  • Support Fiserv’s ServiceNow Commercial and Corporate rollouts through guidance on application mapping
Operations Manager Advisory
08/2006 - 01/2013
Chicago, IL
  • Be the point of accountability and knowledge for our current and future BAI’s, serve as the SME for all product/application models produced; performing additional troubleshooting and research as required
  • Manage, monitor and regularly report on key aspects of BAI’s accuracy, gaps and issues
  • Provide accurate and timely reporting to SME’s, leaders and other audiences on a regular basis
  • Five years of professional services experience preferably within a strategy consulting environment
  • Drive high-quality operational performance for clients through effective and proactive incident, problem and change management processes Documents and maintains each assigned customer's processes, procedures, customizations and configurations
  • Analyzes trends and themes impacting business units; develop effective remediation plans to improve operational quality
  • Partners with Enterprise Service Management Managers and Problem Managers to identify themes for improvement in operational processes and infrastructure needs
  • Provides timely status updates and root-cause analysis to business stakeholders; oversees compliance with service levels


American InterContinental University (AIU)
2002 - 2006
Bachelor's Degree in Information Technology

Professional Skills

  • Developing and maintaining productive working relationships with clients at all levels and being able to manage clients’ expectations in relation to deliverables
  • Managing one’s own time and priorities to ensure the meeting of deadlines using high level organizational skills
  • Has strong analytical and creative skills
  • Strong working knowledge of BMC’s ADDM Discovery platform, demonstrated ability to produce product models and related deliverables
  • Exceptional communication and report writing skills
  • At least 5 complete years of experience gained in an internal auditing/line position in a commercial environment, or in a big public accounting firm
  • Experience in the trading area of Advisory Operations, managing large groups and projects

How to write Manager, Advisory Resume

Manager, Advisory role is responsible for reporting, languages, english, research, design, trading, security, procurement, securities, powerpoint.
To write great resume for manager, advisory job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Manager, Advisory Resume

The section contact information is important in your manager, advisory resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Manager, Advisory Resume

The section work experience is an essential part of your manager, advisory resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous manager, advisory responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, advisory position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Manager, Advisory resume experience can include:

  • Manage one’s own time and priorities to ensure the meeting of deadlines using high level organizational skills
  • Building effective working relationships with a broad spectrum of stakeholders through a balanced and open approach
  • Prioritizes and coordinates release schedules for assigned accounts Manages or coordinates initiatives that specifically impact business clients
  • Upervisory/management and financial industry experience
  • Collating observations, determining and agreeing resolutions and reporting on these for clients and other stakeholders
  • Reviewing and submitting internal audit and management reports

Education on a Manager, Advisory Resume

Make sure to make education a priority on your manager, advisory resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, advisory experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Manager, Advisory Resume

When listing skills on your manager, advisory resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical manager, advisory skills:

  • Feel excited working with multiple parts of the businesses across multiple industries, solutioning and delivering complex digital solutions regardless of how it is being delivered (Prototype, POC, Waterfall, Agile)
  • Always look at complex problems methodically and never be deterred by them, breaking them down and solving them piece by piece and still not lose sight of the overall ‘big picture&#8217
  • Demonstrate an in-depth knowledge of threshold disclosure obligations in relation to Major Shareholding, ESMA Short Reporting, UK/Irish/European Takeovers and other industry regulatory obligations, preferably within the E.M.E.A regions
  • Formulate and express ideas clearly and effectively in verbal and written presentations, excellent PowerPoint skills
  • Progressive experience leading multi-disciplinary teams and large-scale and global project management experience
  • Significant experience in conducting Threshold Reporting or a legal or compliance background, preferably with an Asset Management company

List of Typical Skills For a Manager, Advisory Resume


Skills For IT Services Manager, Advisory Resume

  • Experience of reviewing legislation and interpreting the legal language to assess the impact to team's functions and obligations
  • Experience across Enterprise Risk Management or Internal Audit, with a focus on organisations undergoing significant change
  • Understanding of processes, risks and controls
  • Supporting the leadership team to oversee and streamline the team’s operations
  • Proven experience in researching regulatory obligations and interpreting the impacts to filing requirements from a threshold and corporate structure perspective
  • Upervisory and financial industry experience. Strong technical skills using Excel, Access, etc.,6-10 years’ experience in the account processing area of Advisory Operations. Demonstrated technical skills, ability to manage large groups, and manage projects

Skills For Manager, Advisory Innovation Resume

  • Expert Level TPL knowledge or Application Mapping Code language
  • Global procurement operating model design
  • Procurement shared services and BPO/outsourcing
  • Promote and contribute to EY’s brand, whilst living our values
  • Portfolio, program or project management certification (eg. MSP / Prince II) or equivalent from a tier-1 consulting organisation
  • Product pricing and distribution strategy
  • Expert level CAM knowledge

Skills For Manager, Advisory, Risk Transformation Resume

  • Experience designing and implementing target operating models, understanding of capital markets and OTC derivatives, and a strong understanding of trade flow and front to back processes
  • No strict requirement for sector specialisation
  • Procurement capability & maturity review
  • Commercial strategies for large tenders
  • Previous Technology Risk Assurance and Advisory experience (e.g. IT external audits, internal audits, program assurance, third party controls reporting, vendor risk management and technology transformation using cloud, social, mobile, analytics etc)
  • Capability to identify and articulate principles that can underpin effective governance

Skills For Operations Manager Advisory Resume

  • Capability to project manage engagements
  • Experience across a number of IT risk domains (strategy, digital, governance and risk management; security and data; program, project and change management; service delivery; business continuity, incident management and resilience)
  • Advise financial services industry clients in assessing operational risks associated with executing, reporting, and transactional activity in supported securities processing areas from trade capture to risk and product control, through to settlement
  • Manage engagements according to KPMG's financial/cost management policies
  • Lead business development efforts for primary target clients including regular interaction with client executives
  • Clear communication (written/orally)
  • Global procurement transformation

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