ADVISORY CONSULTANT JOB DESCRIPTION

Regulatory frameworks governing wealth management, fiduciary standards, and debt structuring have made the Advisory Consultant one of the most technically demanding client-facing roles in financial services. This consultant owns the delivery of guidance across tax planning, investment advisory, compliance engagement, or municipal finance, depending on the practice, directly shaping the decisions of high-net-worth individuals, plan sponsors, or institutional clients. The role demands both technical depth and the judgment to translate complex regulatory positions into actionable recommendations. Few seats test both analytical rigor and client trust simultaneously at this level.

You will own the delivery of structured financial advisory engagements and serve as the Advisory Consultant responsible for converting regulatory, tax, and investment complexity into clear guidance that clients act on with confidence. Working within a specialized practice team, you collaborate with senior advisors, compliance professionals, and institutional stakeholders across service lines ranging from retirement plan governance to debt issuance strategy.

Career Impact: Deep exposure to fiduciary governance standards, Series licensing requirements, and HNW client advisory builds a credential profile that is transferable across wealth management, institutional consulting, and regulatory practice.

Business Impact: Plan sponsors, financial advisors, and municipal clients rely on the output of this role to make capital allocation, debt structuring, and estate planning decisions that directly affect their financial outcomes.

Growth Opportunity: Consultants who master the technical and client-facing demands of this seat are well-positioned to move into Senior Advisory, Practice Lead, or Director-level mandates within financial services advisory firms.

Company Value: Firms in this space consistently invest in professional development pathways - including support for designations such as AIF, CFP, and CPA - as part of their advisory talent model.

• Advise clients on tax, estate, and financial planning strategies tailored to high-net-worth individuals and private business owners.
• Develop detailed financial models, fee benchmarking analyses, and investment reports to support client decision-making.
• Prepare and deliver client presentations, rating agency submissions, and official statements for debt structuring engagements.
• Lead fiduciary training sessions and participant education programs for retirement plan sponsors.
• Monitor regulatory changes across applicable compliance regimes and translate implications into updated client guidance.
• Partner with senior advisors and internal compliance teams to ensure service delivery meets established scope and timeline.
• Support business development by preparing proposals, pitch materials, and responses to prospective client inquiries.
• Maintain accurate records of advisory agreements, investment policy statements, and service delivery workflows.

• Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent work experience.
• 5 or more years of financial advisory, tax planning, or investment consulting experience, with direct client engagement responsibilities.
• Active or eligible advisory licenses or registrations as required by practice area, including Series 6, Series 50, or equivalent.
• Demonstrated knowledge of fiduciary governance principles, including 1st, 2nd, and 3rd line of defense frameworks.
• Strong financial modeling and quantitative analysis capability applied to investment, debt, or tax scenarios.
• Proven ability to communicate complex regulatory and financial concepts clearly to non-technical clients and stakeholders.
• High attention to detail with demonstrated ability to manage multiple concurrent client engagements against fixed deadlines.

• CPA, AIF, CFP, or MTax designation, or active pursuit of one within the first year of hire.
• Experience in owner-manager taxation, retirement plan due diligence using fiduciary evaluation frameworks, or municipal finance software.
• Familiarity with UK/European financial services regulatory regimes or cross-border HNW planning structures.
• Bilingual proficiency, particularly English and French, in markets serving diverse institutional client bases.

• Client deliverable completion rate, measured against agreed scope, timeline, and quality benchmarks.
• Fiduciary review cycle adherence, tracking the percentage of plan sponsor reviews completed within required intervals.
• Proposal conversion rate, reflecting how often advisory pitches result in awarded engagements.
• Regulatory finding rate per engagement, measuring compliance accuracy across audit and advisory deliverables.
• Client retention rate within the managed advisory book, reflecting relationship continuity over a rolling 12-month period.
• Typical tools: Financial modeling platforms (commonly Excel-based builds), presentation software (commonly PowerPoint or Google Slides), municipal finance platforms (commonly DBC or Bloomberg).

• Base Salary Range: $80,000 to $115,000 depending on seniority and practice area.
• Bonus: Annual performance bonus typically 10% to 20% of base salary.
• Equity: Uncommon at this level; profit-sharing offered at select firms.
• Health Benefits: Medical, dental, and vision coverage; FSA or HSA options standard.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Licensing and designation exam sponsorship, CPE reimbursement, client entertainment budget.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including verification of employment history and, where applicable, credit history consistent with financial services regulatory requirements, are a condition of employment. All qualified applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for individuals with disabilities are available throughout the hiring process upon request. Candidates must hold current authorization to work in the United States at the time of application.

The Advisory Consultant shapes strategic guidance for leaders at major organizations seeking to build diverse leadership pipelines, analyzing both qualitative and quantitative client data to develop tailored recommendations and client-ready presentations. Reporting to MLT's Director of Advisory Services and based in the Washington DC area office, this role operates within a professional services team focused on scaling a new advisory business line serving top corporate clients.

Key Responsibilities

• Research and analyze client data (both qualitative and quantitative).
• Ensure recommendations and insights are tailored to meet each client's unique needs.
• Prepare high-quality client presentations and data visualizations to communicate strategic findings and recommendations.
• Ensure MLT is meeting client expectations and deliverables on-time and within the established scope.
• Establish team processes, templates, and engagement best practices alongside the rest of the team.
• Further build a repository of insights and recommendations that can be customized for future engagements.

Required Qualifications

• Strategy/management consulting experience or partner/program management experience required, including interviewing, analyzing data, and developing client-ready presentations in a fast-paced work setting.
• Strong storytelling skills utilizing PowerPoint and/or Google Suite.
• Strong client orientation and relationship management skills.
• Analytical and problem-solving skills with learning agility.
• Strong process orientation; must work to instill sustainable processes and systems.
• Strong results-orientation and sense of urgency.
• Commitment to the social sector and MLT's mission and values.

Embedded within the Platform Services team, the Advisory Consultant delivers subject matter expertise to Financial Advisors on products and services available through an investment advisory platform, including training, promotional content, and compliance support. Working closely with the Manager of Platform Services and a network of financial advisors, this role supports the transition of brokerage practices to fee-based advisory models.

Core Functions

• Act as Subject Matter Expert for Financial Advisors on the products and services available through ProEquities Investment Advisory platform.
• Train Advisors on platform tools with potential travel to various locations to facilitate training.
• Promote various products and services and content updates on Advisor Portal.
• Assist in transitioning business to advisory both through new recruits and Advisors interested in moving from brokerage to fee-based practice.
• Assist the Manager, Platform Services in the creation of quarterly webinars.
• Create and maintain promotional material for advisory area.
• Support Compliance in their efforts to maintain our platform to standards.
• Maintain current knowledge of approved third-party platform.

Education & Experience

• Bachelor's Degree in Finance, Accounting, Economics, or related field.
• Advisory Licenses/Registrations are required, but if not held, must be obtained.
• 2+ years of experience in financial services industry.
• Strong technical skills.
• Excellent verbal and written communication skills.
• Attention to detail is critical.
• Team player, but proactive in daily work.

Reporting to a global cloud practice leadership team, the Cloud Advisory Consultant delivers project oversight and client-facing advisory services spanning cloud transformation journeys across public, private, and hybrid cloud environments. Partnering with client stakeholders and internal technical teams, this role contributes to RFP development and strategic roadmaps that translate complex business problems into tangible cloud-based solutions.

Primary Duties

• Provide project oversight and perform project management activities delivering cloud offerings.
• Manage and develop key client relationships.
• Translate business problems into solutions that have tangible benefits.
• Produce and deliver presentations which resonate with client stakeholders.
• Develop and design roadmaps, implement strategies and transformation plans focused on cloud journeys.
• Analyse existing client environments and recommend solutions that enable a to-be cloud vision.
• Support the delivery of transformation journeys through public, private and hybrid cloud offerings.
• Contribute to RFP and business case development.

Skills & Qualifications

• Experience architecting, delivering, or operating cloud solutions and developing relationships, influencing stakeholders, and providing advisory guidance to clients.
• Proven success in project management, including managing technical project teams.
• Knowledge of cloud industry trends, including public, private and hybrid cloud platforms and technologies such as AWS, Azure, or Google Cloud Platforms.
• Knowledge of operational, support and security challenges associated with taking a client on a cloud journey using an "As a Service" model.
• Evidence of personal development relating to cloud.

Reliable delivery of regulatory and compliance advisory engagements depends on the Risk Advisory Consultant, who supports the Head of Risk Consulting, EMEA in executing risk, authorisation, and remediation engagements for clients across the UK and international financial services markets. Based within the Risk Consulting practice at Norton Rose Fulbright, this role spans business development, client relationship management, and the identification of cross-departmental opportunities.

Duties

• Support the Head of Risk Consulting, EMEA to deliver the strategy for the Risk Consulting practice.
• Support the delivery of regulatory authorisation, risk and compliance advisory, assurance, and remediation engagements with clients in the UK and internationally.
• Contribute to and lead on business development activities designed to strengthen the overall client base of the Risk Consulting practice.
• Use industry/consulting experience to support the identification and execution of commercial opportunities, leveraging existing networks and knowledge.
• Support the process of winning regulatory and risk focused projects with clients.
• Work with other parts of Norton Rose Fulbright and support the identification of cross-departmental opportunities.
• Maintain, help service, and develop client relationships.

Qualifications & Experience

• Experience and knowledge of regulatory compliance and risk matters within a financial services environment, gained from a consulting business, financial institution, or regulator.
• Proven track record of supporting project delivery, including managing to time and budget and delivering robust and sustainable solutions.
• Strong knowledge of the UK/European financial services regulatory regime and its application across wholesale or retail financial services markets.
• Ability to apply technical knowledge on regulatory compliance and risk matters through clear written and verbal communication to support client engagements and business development.
• Ability to build and cultivate strong, trusted relationships through working collaboratively with colleagues and clients.
• Highly motivated, with a proven ability to work on own initiative within a fast-paced, high-pressure work environment.
• Excellent presentation, interpersonal, and written communication skills, including proficiency with PowerPoint and Excel.
• Willingness to work outside of immediate areas of expertise where required, and ability to manage competing priorities.

A key member of RBC's Wealth Management Services group, the Financial Advisory Consultant delivers technical guidance on tax, estate, and financial planning strategies to advisors serving High Net Worth individuals and private business owners, including matters such as trust structures, holding companies, and employee stock options. Collaborating across internal business partners and a team of highly accredited tax professionals, this role produces technical publications, leads advisor presentations, and ensures currency with legislative changes to drive value for HNW clients.

Accountabilities

• Serve as primary contact for RBC advisors and Wealth Management Services professionals for guidance on tax, estate, and financial planning ideas and strategies.
• Communicate expert knowledge on issues affecting HNW individuals and private business owners, such as holding companies, trust structures, business sales, employee stock options, pension plans, joint accounts, and estate planning.
• Research and write technical publications and articles, simplifying complex strategies for non-technical advisors and their HNW clients.
• Research and comment on tax implications of public company mergers, spin-offs, or restructuring transactions for unit holders.
• Lead presentations on specific topics to advisors on a periodic basis.
• Keep current with pertinent legislative changes.
• Actively participate in strategic projects with internal business partners across the organization.

Education & Experience

• University degree supported by a professional designation (CPA, MTax, or LL.B.).
• Financial planning designation (CFP, RFP, or IQPF) and CICA In-Depth tax course or equivalent are strong assets.
• 7 years of related experience in taxation, ideally in owner-manager taxation, personal tax, and/or wealth planning.
• US planning knowledge would be a strong asset.
• Strong ability to work as part of a technically strong team or independently as needed, with excellent prioritization and organizational skills.
• Dedication to high standards of client service, accuracy, and professionalism.
• Excellent written, verbal, and electronic communication skills, including presentation skills.
• Bilingual in French and English an asset.

As the Medical Technology Advisory Consultant, this role leads and delivers multiple client projects simultaneously within the medical sector, translating technical outputs into client-ready language while supporting new business development and key account management activities. The consulting team relies on this work to maintain project delivery standards, build long-term client relationships with commercial stakeholders, and generate proposals that meet evolving MedTech client needs.

Functions

• Lead and deliver projects, monitoring progress against deadlines with consideration to scope and evolving client requirements.
• Manage multiple projects simultaneously within budget, timeline, and quality expectations.
• Link client stakeholder needs with technical delivery and translate technical output into the client's language.
• Coordinate and manage project team members to ensure on-time and on-budget delivery.
• Lead delivery meetings and facilitate workshops.
• Support key account management and new business development in the medical sector.
• Support the development of new proposals and projects, recognising commercial drivers and building long-term client relationships.
• Visit prospects for lead generation, present project work at internal and external meetings, and maintain client confidentiality.

Experience & Qualifications

• Degree in business, science, or engineering with strategic consultancy experience aligned with innovation and new product development.
• Experience in the medical sector, in particular MedTech.
• Experience managing projects or work packages to tight timescales and budgets.
• Ability to explain ideas clearly and concisely, communicating effectively with clients and colleagues and creating buy-in.
• Ability to manage multiple tasks and prioritise under pressure with a flexible and adaptable approach.
• Strong interpersonal skills and excellent verbal and written communication skills.
• Good project coordination and attention to detail.

Internal Audit Advisory Consultant leads client engagements spanning SOX audits, ERM, operational audits, and compliance reviews, owning staff work quality and deliverable timelines while growing into a leadership role as technical expertise deepens. The work directly supports client organizations in strengthening their understanding of 1st, 2nd, and 3rd lines of defense, with this position collaborating across internal project teams, firm service lines, and client stakeholders to cross-sell advisory services and ensure high-quality outcomes.

Scope of Work

• Provide advisory services including Internal Audits, Operational Audits, SOX Audits, Compliance Audits, Process Improvement Projects, ERM, and Risk Assessments.
• Provide clients with expertise on internal audit topics and understanding of 1st, 2nd, and 3rd lines of defense.
• Research internal audit, SOX, risk assessment, compliance, GRC, and ERM best practices as appropriate for the engagement.
• Lead project teams of 2 or more, maintaining high quality in work, client relations, and team relations.
• Actively build upon client relationship efforts to market and cross-sell firm services.
• Assume responsibility for staff work and ensure high-quality deliverables within established deadlines.
• Serve in a leadership role on client work as technical knowledge and experience grows.
• Support training and mentoring of staff and interns, and execute client engagement activities across all phases of the project life cycle.

Education & Experience

• BA/BS in Accounting, Information Systems, or related field; Master's Degree preferred.
• 5+ years of experience in internal audit in an advisory, consulting, or industry setting; 1+ year of professional-level project management experience.
• High attention to detail and strong analytical skills; advanced computer skills and ability to learn new accounting-related software.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook) with advanced Microsoft Office suite expertise.
• Ability to communicate both up and downstream, exercise judgment in client interactions, and professionally write and communicate deliverables.
• Ability to manage and prioritize multiple client projects, monitor time budgets, and consistently meet deadlines.
• Ability to travel at a minimum of 40–50%.

Senior Advisory Consultant manages and leads strategic mandates for public and private sector clients across major infrastructure procurement, capital expenditure programs, climate change assessments, and business case development, executing each to an exceptional standard of performance. Working across regional and global business initiatives and collaborating with multidisciplinary internal teams, this role drives client outcomes in the Canadian and US infrastructure sectors spanning energy, water, transportation, and the built environment.

Strategic Responsibilities

• Lead mandates to public and private sector clients with strategic advice for procurement and capital expenditure of major infrastructure programs and projects.
• Manage project management, operational readiness, climate change and sustainability mandates, and infrastructure vulnerability assessments.
• Support clients in developing Data and Information strategies and implementing Common Data Environments.
• Lead business case development and operational review mandates for private and public sector clients.
• Support risk management for internal and external mandates, draft reports and project audits.
• Prepare and deliver quality documents and presentations to clients and prospects.
• Manage and execute multiple assignments to an exceptional standard, including internal project budgets and quality control.
• Support initiatives for the regional and global business.

Professional Experience

• Post-secondary degree with 10+ years of career experience related to engineering and/or infrastructure development.
• Experience and knowledge of the Canadian and US infrastructure industry, including energy, water, transportation, and the built environment sectors.
• Familiarity and proficiency with project management principles, infrastructure procurement models, asset management, and whole life cost principles.
• Knowledge and experience of risk identification, management, and mitigation.
• Excellent interpersonal, written, and presentation skills with experience working in a team environment.
• Able to work independently and unsupervised with a positive, team-player attitude.
• Keenness to grow client relationships and expand existing mandates.

The Senior Retirement Plan Advisory Consultant oversees all aspects of advisory 401(k) services, including fiduciary tool development, fee benchmarking, investment reporting, and participant education, acting as a key contact for marketing and retention efforts with financial advisors throughout the system. Serving Janney advisors and their plan sponsor clients, this role manages service delivery workflows and a suite of fiduciary resources while leading department projects aligned with regulatory requirements.

Key Deliverables

• Develop and facilitate fiduciary tools and resources for plan servicing, including plan sponsor fiduciary training, fee benchmarking, investment reporting, and participant education.
• Support prospecting and sales efforts through practice management and marketing resources.
• Participate in client/prospect calls and meetings with Janney advisors.
• Organize and track workflow of service delivery, including investment reporting, investment policy statements, advisory agreements, and invoicing.
• Design and create impactful proposals and presentations for new opportunities.
• Generate solutions that address the evolving needs of financial advisors and clients.
• Lead and participate in department projects to enhance services and comply with regulatory changes.
• Develop financial advisor education and training.

Minimum Qualifications

• Bachelor's Degree or equivalent experience.
• Series 6 required; Series 7 and 66 (or 63 and 65) highly desirable but not required, AIF designation preferred or obtainable within 9 months.
• 10+ years of experience in the retirement plan industry.
• Experience in mutual fund due diligence using the fi360 fiduciary focus toolkit, with expertise in stable value and target date analysis.
• Experience in the fiduciary governance process and strong knowledge of recordkeeping platforms.
• Analytical, organizational, presentation, and written communication skills.

Reporting to a senior technical practice leadership team, the Professional Services Advisory role delivers pre- and post-sales technical expertise and implementation planning for complex IT architecture solutions spanning Virtualization, Cloud, and application containerization within a diverse, agile team environment. Partnering across technical, sales, and project management colleagues, this role leverages over 15 years of IT industry experience to guide customers in gaining market share and increasing operational efficiencies through high-level solution design.

Day-to-Day Responsibilities

• Provide technical expertise in pre/post-sales meetings or presentations.
• Administer issue resolution as the point of contact for technical questions.
• Plan the implementation of a Dell Technologies solution in the strategy and design phase.
• Work on complex projects and lead multiple work streams as a peer in a team of diverse technical, sales, and project management roles.
• Leverage in-depth industry knowledge of the business environment and various technical solutions to assist customers in gaining market share and increasing operational efficiencies.

Technical Qualifications

• Bachelor's degree with industry technical certifications.
• More than 15 years of relevant IT industry experience.
• Experience with strategy and high-level designs of highly complex IT architecture and technologies, including Virtualization, Cloud, application containerization, and provisioning solutions.
• Advanced knowledge of business/technology transformation programs such as Digital, IT, Security, and Workforce.
• Excellent interpersonal skills and experience working in a team of diverse roles delivering solutions in an agile approach.
• Ability to achieve German security clearance to work with customers in critical public sectors.
• Fluent in German (written and spoken) with a high willingness to travel.

Deal Advisory Consultant produces financial models, valuation analyses, and client proposals in support of both buy-side and sell-side due diligence transactions, advancing the firm's advisory capabilities across multiple industries and client engagements. The work directly supports client service delivery teams and senior advisors who depend on rigorous research, precise financial engineering, and clear written documentation to guide transaction decisions.

Areas of Ownership

• Contribute directly to the development of proposals for current and prospective clients.
• Perform in-depth client, industry, market, and competitor research.
• Conduct due diligence for both buy-side and sell-side transactions.
• Provide valuation analysis across various industries using accepted and relevant approaches and theory.
• Develop appropriate financial models and document findings in a clear and concise manner.
• Communicate with clients to ensure the delivery of exceptional client service.

Required Qualifications

• Degree in Accounting, Economics, Finance, or Engineering, advanced degree in financial engineering or related field is a plus.
• Knowledge across executive management, strategic planning, management consulting, valuation, financial engineering, and due diligence.
• Highly proficient in Microsoft Excel and PowerPoint.
• Excellent written and verbal communication, collaboration, and problem-solving skills with strong attention to detail.
• Ability to work effectively independently and in a team environment with all levels of personnel.

Sitting at the intersection of cloud strategy and technical delivery, the Advisory Consultant: Cloud defines client needs, architects hybrid cloud transformation plans, and produces specifications for cloud-based and on-premises components that guide complex client engagements from business case through detailed design. Operating across internal consulting teams and client stakeholder groups, this role estimates project scope, facilitates workshops, and undertakes regular delivery reviews to ensure outcomes align with agreed commitments.

Role Responsibilities

• Contribute to the development of highly complex solution architectures in specific business, infrastructure, or functional areas.
• Understand client requirements, collect data, deliver analysis, and resolve problems; review and address client cloud strategy by providing recommendations.
• Use extensive experience to identify and analyze client problems, providing opportunities for market share, and produce specifications of cloud-based or on-premises components for detailed design.
• Outline the end-to-end solution set to enable client business transformation, minimizing erroneous decisions that impact project costs and customer commitments.
• Estimate scope of consultant and/or architect effort and accurately estimate complex project timelines.
• Support client-facing workshops by collecting, reviewing, and analyzing IT and business issues; review and update design methodology, roadmap documents, and business cases.
• Undertake regular reviews to ensure outcomes align to agreed deliverables and maintain knowledge of current trends and best practices.

Knowledge Skills & Abilities

• Degree in a relevant field with relevant Hyperscaler Cloud Service Provider or other cloud certifications and Certified Management Consultant (CMC) designation.
• Relevant industry-specific accreditations and/or affiliations.
• Comprehensive domain/industry expertise with consulting and client engagement experience, including client needs assessment and change management.
• Knowledge of IT industry environment, business needs, and excellent understanding of cloud transformation coupled with strategic thinking ability.
• Extensive knowledge of hybrid cloud architectures (Private, Public, On-Premise) with strong problem-solving and analytical skills.
• Interpersonal skills with the ability to develop and maintain strong stakeholder relationships across internal and external teams.
• Ability to focus on detail with an understanding of how it impacts the business strategically.

The Advisory Consultant refines market assessments and customised research reports for clients operating in residential property, retirement communities, and aged care, working within a small integrated analyst team to support key business decisions. Collaborating with internal analysts and external clients, this role scopes projects, oversees data collection, and builds client relationships to grow the business through clear, well-reasoned research outputs.

Operational Focus

• Scope projects and prepare well-written proposals for client approval that include clear objectives, timings, and accurate costings.
• Oversee data collection, research, and analysis integral to clients' decision-making processes.
• Prepare concise and well-written reports that display a high standard of written English.
• Articulate the outcomes of research both internally and to clients.
• Help build and strengthen client relationships in order to grow the business.

Qualifications & Experience

• Bachelor's degree in a relevant discipline (e.g., Economics, Business, Finance, Accounting, and/or Statistics).
• Minimum of two to five years' experience in a similar role within a consultancy or research agency; relevant experience in property economics, retirement living, aged care, valuation, or government is highly regarded.
• Some exposure to the management of professional staff required.
• Proactive and well organised with strong attention to detail.
• Strong research capabilities and communication skills.

Advisory Consultant advances AWS customer engagements by architecting hybrid cloud solutions, generating migration roadmaps, and implementing large-scale organizational change management programs across complex enterprise structures. Collaborating with consulting and managed services partners and serving C-Suite and line-of-business stakeholders, this role draws on 10 or more years of IT consulting experience to shape cloud governance models and influence industry thinking through AWS best practices.

What You'll Do

• Maintain C-Suite and line-of-business relationships within the customer organization to become a trusted advisor.
• Communicate in-depth knowledge of industry IT trends and analyze application portfolios, identifying dependencies, infrastructure components, and migration feasibility.
• Architect hybrid AWS and on-premises solutions, generate migration roadmaps, and drive buy-in across complex organization structures.
• Collaborate with consulting and managed services partners to build and execute plans and implement large-scale enterprise IT change management programs.
• Develop and promote governance models supporting the consistent use of cloud technologies aligned to institutional strategies and policies.
• Understand customer business drivers, architectures, cloud adoption roadmaps, and operating models to measure and monitor benefits realization.
• Influence industry thinking through current technology trends mixed with AWS best practices.

Background & Experience

• Bachelor's degree or equivalent experience with AWS Certifications.
• 10 years of IT consulting experience in customer-facing roles.
• Experience in two or more transformation practice areas: business case development, financial modeling, complex program management, enterprise architectures, or executive agenda items.
• Hands-on experience leading large-scale cloud-based IT transformation projects and Organizational Change Management (OCM) strategies.
• Experience with Agile Enterprise IT Management frameworks (e.g., SAFe®, ITIL®, Agile/SCRUM) and previous Big Consulting experience.
• Demonstrated industry leadership in Scaled Agile, Digital Innovation, IT Operations, Cloud Computing, or IT Strategy.
• Strong organizational and project management skills with the ability to manage competing demands from internal and external stakeholders.

Advisory Consultant runs municipal debt advisory engagements for cities, towns, and other municipal units, developing financial models, term sheets, official statements, and rating agency presentations in support of short- and long-term debt issuance. The work directly supports engagement teams and municipal clients who depend on accurate Tax Increment Financing analysis, revenue stream assessment, and financial modeling to make sound capital and budget decisions.

Job Functions

• Serve as a municipal advisor to issue short and long-term debt.
• Work with the engagement team to advise on debt structuring.
• Develop detailed financial models and reports.
• Analyze revenue streams and prepare rating agency presentations.
• Develop term sheets and official statements.
• Provide general financial and administrative consulting services to municipalities, including budget preparation, financial modeling, and Tax Increment Financing analysis.

Position Requirements

• Series 50 license required; CPA preferred but not required.
• Experience with municipal finance software including DBC, TM3, and Bloomberg.
• Ability to interact with clients, prospects, and all levels of staff and colleagues in a professional fashion.
• Quick learner with good communication skills, able to work independently with little supervision and effectively in teams.
• Able to meet deadlines with a strong client service orientation.
• Minimum travel of 20% required.