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Operational Excellence Advisor Jobs in Florida (NOW HIRING)

Equinox

Style Advisor, Brickell

Miami, FL · On-site

The Style Advisor also assists with the timely and accurate completion of operational tasks ... Maintain knowledge of all club and Shop services, programs and products OPERATIONAL EXCELLENCE:

Equinox

Style Advisor, Coral Gables

Coral Gables, FL · On-site

The Style Advisor also assists with the timely and accurate completion of operational tasks ... Maintain knowledge of all club and Shop services, programs and products OPERATIONAL EXCELLENCE:

Equinox

Style Advisor, Brickell Heights

Miami, FL · On-site

The Style Advisor also assists with the timely and accurate completion of operational tasks ... Maintain knowledge of all club and Shop services, programs and products OPERATIONAL EXCELLENCE:

Equinox

Style Advisor, Brickell Heights

Miami, FL · On-site

The Style Advisor also assists with the timely and accurate completion of operational tasks ... Maintain knowledge of all club and Shop services, programs and products OPERATIONAL EXCELLENCE:

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Operational Excellence Advisor information

What is an operational excellence advisor?

An Operational Excellence Advisor is a professional who helps organizations improve their business processes, efficiency, and overall performance. They analyze current operations, identify areas for improvement, and implement strategies such as Lean, Six Sigma, or other continuous improvement methodologies. By working closely with different departments, they aim to optimize workflows, reduce waste, and enhance productivity, ultimately contributing to the organization's long-term success.

What are the key skills and qualifications needed to thrive as an operational excellence advisor?

To thrive as an Operational Excellence Advisor, you need expertise in process improvement methodologies (such as Lean Six Sigma), strong analytical skills, and a relevant degree in business, engineering, or a related field. Familiarity with process mapping tools, data analytics platforms, and certifications like Lean Six Sigma Green or Black Belt are typically required. Exceptional communication, leadership, and change management skills help drive engagement and facilitate organizational transformation. These competencies are crucial for identifying inefficiencies, implementing sustainable improvements, and achieving measurable business outcomes.

How does an operational excellence advisor typically collaborate with cross-functional teams to drive process improvements?

Operational Excellence Advisors frequently work alongside cross-functional teams, including operations, quality, and IT departments, to identify inefficiencies and implement process improvements. They often facilitate workshops, lead root cause analyses, and encourage team members from various backgrounds to contribute their insights. Successful advisors build strong relationships and act as change agents, ensuring that improvement initiatives are aligned with organizational goals and are adopted effectively across all departments. This collaborative approach not only helps drive sustainable results but also fosters a culture of continuous improvement.

What is the difference between Operational Excellence Advisor vs Continuous Improvement Specialist?

AspectOperational Excellence AdvisorContinuous Improvement Specialist
CredentialsLean, Six Sigma certifications, relevant industry experienceLean, Six Sigma, or process improvement certifications
Work EnvironmentCross-functional teams, strategic projects, corporate settingsOperational teams, process-focused environments, manufacturing or service sectors
Employer & Industry UsageManufacturing, healthcare, energy, and large corporationsManufacturing, logistics, service industries, often within continuous improvement departments
Search & Comparison IntentUnderstanding strategic roles in operational excellenceFocus on process improvements and efficiency

The Operational Excellence Advisor and Continuous Improvement Specialist roles share a focus on process improvement and often require similar certifications. However, the Advisor typically works on broader strategic initiatives across multiple departments, while the Specialist concentrates on specific process enhancements within operational teams. Both roles are vital for driving efficiency and quality in various industries.

What are popular job titles related to Operational Excellence Advisor jobs in Florida?

For Operational Excellence Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Operational Excellence Advisor jobs in Florida look for?

The top searched job categories for Operational Excellence Advisor jobs in Florida are:

What cities in Florida are hiring for Operational Excellence Advisor jobs?

Cities in Florida with the most Operational Excellence Advisor job openings:

Operational Excellence Advisor jobs near you

Lead Advisor (Lake Nona & Viera, Florida)

The Chamberlin Group

Orlando, FL • On-site

$90K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Lead Advisor
📍Lake Nona, FL & Viera, FL (Dual-Site / Hybrid) | 💵 $90K-$150K targeted first year compensation| 🕒 Full-time
The Chamberlin Group is seeking a Lead Advisor to meet with clients to understand their individual objectives and goals, customizing a holistic financial plan for them that encompasses tax, estate, insurance, retirement, and income planning. Following our sales process, investment strategies, and planning philosophies, you will work collaboratively with team members to serve the client. Leads are provided by the Company, allowing the Advisor to fully focus on each client.
We are a targeted, holistic financial planning and tax services firm, headquartered in St. Louis, Missouri and serving clients nationwide since 2002. We are expanding our Florida presence and seeking two high-caliber Lead Advisors to split time between our Lake Nona and Viera offices. Our founder lives in Viera, FL and you would have an opportunity to work directly with him as you begin your career at our firm. With a people-first culture built on integrity, gratitude, and community, we focus on helping our clients retire better.
The Chamberlin Advantage: Why Join Us?
  • Zero Prospecting: Stop chasing leads. We populate your calendar with qualified, interested prospective clients every week.
  • Proven Success: Step into a proprietary sales process with a firm-wide average closing ratio of 40%.
  • Unrivaled Support: Focus entirely on the client relationship. Our Retirement Educators qualify potential clients and set appointments, our dedicated in-house paraplanners handle the comprehensive financial planning work, while our client service advisors manage onboarding and ongoing client service.
  • Professional Growth: We invest in you. Earn your Certified Financial Fiduciary (CFF) designation as a fully funded part of your initial training.
Key Responsibilities
  • Holistic Wealth Advisory: Meet with prospective clients to understand their unique goals, presenting customized financial plans encompassing tax, estate, insurance, retirement, and income planning.
  • Process Execution: Follow our proven sales process, investment strategies, and planning philosophies to consistently close and serve clients.
  • Operational Excellence: Oversee ad-hoc trades, account distributions, transfers, and investments to ensure everything is processed accurately and in good order.
  • Data Integrity: Maintain precise, up-to-date client records within our tech stack (HubSpot, RightCapital, Charles Schwab, and Fidelity).
  • Team Collaboration: Partner seamlessly with internal paraplanners and client service teams to deliver a flawless client experience.
  • Be an Educator: Conduct and administer educational classes and dinner seminars in both Melbourne and Orlando.

Licensing, Skills, and Experience
  • Licensing (Required): Active Series 65, Series 66, or CFP® designation, plus a Life & Health Insurance license.
  • Experience: 5+ years of successful experience in a financial advisory or wealth management role, backed by a strong track record in sales and presentations.
  • Education: Bachelor's degree required.
  • Tech Savvy: Familiarity with Charles Schwab/Fidelity platforms. Experience with HubSpot and RightCapital is a major plus.
  • Presentation Capabilities: Proven ability to present financial, insurance, and retirement planning concepts in large group, one-to-one, and virtual settings.
  • Attributes: Highly accountable, goal-oriented, and client-centric with exceptional communication and organizational skills. Must thrive in a fast-paced, evolving environment and be able to work well independently.

Compensation & Benefits
  • Targeted First-Year Compensation: $90,000 - $150,000
  • Retirement: 401(k) with a 3% safe-harbor company contribution (eligible after 3 months, no match required).
  • Healthcare: Comprehensive Medical, Dental, and Vision insurance.
  • Work-Life Balance: Generous PTO package including 15 days of vacation, 10 sick days, and 16 paid holidays.
  • Work Environment: Hybrid flexibility. Travel to the Lake Nona and Viera offices as needed for client meetings.Ability to work dinner and educational seminars 2-3 nights a week.
  • Credentials: Fully sponsored Certified Financial Fiduciary designation.

Key Differentiators for The Chamberlin Group
  • Nimble, friendly, and fun environment.
  • Advisors are provided with qualified leads.
  • Highly collaborative and supportive work environment.
  • Work with clients nationwide.
  • Ongoing training/development.

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