Business Advisor Lead

USAATampa, FL
Hybrid

About The Position

We are seeking a dedicated Business Advisor Lead. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position must be based in our San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; Charlotte, NC or Tampa, FL offices. Relocation assistance is not available for this position.

Requirements

  • Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (12 years of experience in lieu of a degree).
  • 8 years of project management, process consulting, or business optimization planning within the financial services industry.
  • Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications.
  • Extensive experience developing solutions and recommendations that will increase efficiency and improve business processes, projects, and programs, to include managing performance and profitability.
  • Knowledgeable in the applications of Agile process and procedures.
  • Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.
  • Experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
  • Sound understanding of various applications and processes encompassing business development, business intelligence, analytics, data integration, and business process automation.
  • Expert level of experience in negotiating, prioritizing, consulting and influencing to all levels of management to achieve influence business decisions and achieve desired business results.
  • Expert knowledge of Microsoft Office tools.

Nice To Haves

  • Consumer complaint program experience.
  • Experience influencing and communicating with executive leaders and stakeholders to drive significant strategy and high value initiatives.
  • Expert at creating summaries of complex information tailored for executives.
  • Proven ability to gain broad cross-functional alignment and organizational sponsorship for strategic initiatives.
  • Expert at creating clear, concise program documents including governance and program documents.

Responsibilities

  • Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or, product competitiveness and profitable growth.
  • Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business.
  • Develops best in practice solutions to the most complex business challenges.
  • Identifies opportunities to change, enhance, or streamline existing business projects and initiatives.
  • Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm.
  • Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
  • Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity.
  • Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace.
  • Identifies strategic partners and stakeholders to successfully communicate programs strategic impact.
  • Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners.
  • May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues.
  • Monitors, develops and communicates audit testing, control testing and examination requests.
  • Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions.
  • Serves as a coach and mentor and on-the-job trainer for other team members.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • comprehensive medical, dental and vision plans
  • 401(k)
  • pension
  • life insurance
  • parental benefits
  • adoption assistance
  • paid time off program with paid holidays
  • 16 paid volunteer hours
  • various wellness programs
  • career path planning
  • continuing education
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service