Lead Advisor Job at Robert Half (San Ramon)

Learning Advisor Lead

The Learning & Culture (L&C) organization supports the creation, curation, and d...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in Learning
consulting
applying adult learning theory
developing business acumen
facilitation
measuring success and impact of Learning strategy
project management skills
consistently demonstrates clear and concise written and verbal communication skills
proficient in Microsoft Office with an emphasis on MS Excel
self-motivated and detail oriented

Job Responsibility

Help execute and market a Learning strategy that supports HR and business priorities and leverages enterprise solutions
develop Learning strategy in partnership with manager and in alignment broader product/function Learning strategy
conduct root cause and gap analyses to identify opportunities and appropriate solutions
partner with other Learning Advisors to consult with stakeholders in the coverage area
advises and ensures that learning products developed within the coverage area comply with standards and policies
assist with measuring the effectiveness and success of training interventions, and communicating impact to stakeholders
support management of the learning budget for function
collaborate with peers in L&C and across HR to provide an integrated and consistent experience for partners and stakeholders
stay abreast of latest external market trends and anticipate their impact on future capability requirements for function
appropriately assess risk when business decisions are made

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
discretional annual performance related bonus
private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Lead BSA Advisor

This is an exciting opportunity to join a dynamic and forward-thinking consultan...

Location

United Kingdom , Liverpool

Salary:

50000.00 - 65000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Demonstrable experience in a Lead BSA Advisor or similar regulatory role
In-depth knowledge of the Building Safety Act and associated secondary legislation
Background in construction, architecture, building surveying, or compliance
Strong stakeholder engagement and advisory experience
Relevant qualifications such as Chartered Membership of IOSH, RICS, CABE, or CIOB are desirable

Job Responsibility

Lead on the interpretation and implementation of the Building Safety Act across multiple projects
Support clients in discharging their duties under the new legislation
Provide technical advice and guidance to internal teams and external stakeholders
Develop compliance strategies and contribute to wider risk and governance frameworks
Represent the business at industry forums and working groups relating to building safety

Fulltime

Lead BSA Advisor

This is an exciting opportunity to join a dynamic and forward-thinking consultan...

Location

United Kingdom , Manchester

Salary:

50000.00 - 65000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Demonstrable experience in a Lead BSA Advisor or similar regulatory role
In-depth knowledge of the Building Safety Act and associated secondary legislation
Background in construction, architecture, building surveying, or compliance
Strong stakeholder engagement and advisory experience
Relevant qualifications such as Chartered Membership of IOSH, RICS, CABE, or CIOB are desirable

Job Responsibility

Lead on the interpretation and implementation of the Building Safety Act across multiple projects
Support clients in discharging their duties under the new legislation
Provide technical advice and guidance to internal teams and external stakeholders
Develop compliance strategies and contribute to wider risk and governance frameworks
Represent the business at industry forums and working groups relating to building safety

Fulltime

Lead BSA Advisor

This is an exciting opportunity to join a dynamic and forward-thinking consultan...

Location

United Kingdom , Liverpool

Salary:

50000.00 - 65000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Demonstrable experience in a Lead BSA Advisor or similar regulatory role
In-depth knowledge of the Building Safety Act and associated secondary legislation
Background in construction, architecture, building surveying, or compliance
Strong stakeholder engagement and advisory experience
Relevant qualifications such as Chartered Membership of IOSH, RICS, CABE, or CIOB are desirable

Job Responsibility

Lead on the interpretation and implementation of the Building Safety Act across multiple projects
Support clients in discharging their duties under the new legislation
Provide technical advice and guidance to internal teams and external stakeholders
Develop compliance strategies and contribute to wider risk and governance frameworks
Represent the business at industry forums and working groups relating to building safety

Fulltime

Lead Bsa Advisor

We are seeking a Lead BSA Advisor to head up a brand-new department within a gro...

Location

United Kingdom , Manchester

Salary:

Not provided

Brandon James

Expiration Date

Until further notice

Requirements

Strong knowledge of the Building Safety Act and related regulations
Demonstrable experience advising on building safety compliance, preferably across multiple sectors
Chartered or senior-level membership of a relevant professional body (e.g. IOSH, CABE, RICS, CIOB)
Proven leadership experience with the ability to mentor, motivate, and grow a team
Strong client-facing and business development skills, with commercial awareness

Job Responsibility

Act as the Lead BSA Advisor, managing all Building Safety Act compliance services for clients
Provide expert advice on gateways, safety cases, golden thread information, and building safety management plans
Establish and grow a team of BSA Advisors, mentoring and supporting junior colleagues
Lead client relationships, fee proposals, and business development to cement the department’s success
Collaborate with directors and other service leads to integrate BSA expertise across the consultancy

Fulltime

Director of Advisor Experience

As Director of Advisor Experience, you will own the advisor lifecycle after the ...

Location

United States

Salary:

100000.00 - 135000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

6+ years of experience in a service-centric, client- or advisor-facing role, ideally within financial services (RIA, TAMP, custody, or advisor-support platforms)
2 - 4+ years of experience managing and developing teams in a client-facing environment
Direct experience working with a major RIA custodian (Schwab or Fidelity required), including familiarity with onboarding workflows, ACATs, money movement, and advisor service processes
Strong working knowledge of advisor technology platforms
experience with Orion strongly preferred
Experience building or scaling service functions in a growing organization
A systems-oriented mindset with a bias toward clarity, consistency, and proactive communication
Strong judgment and composure in handling escalations and high-stakes advisor situations
Legally authorized to live and work in the United States without present or future need for sponsorship

Job Responsibility

Oversee Transition/Onboarding and Client Service functions
Own the advisor lifecycle experience, ensuring consistency and clarity from onboarding through ongoing service
Design and evolve team structure, role clarity, specialization, and performance standards as advisor volume and complexity increase
Establish and monitor onboarding and service performance metrics, ensuring predictability, responsiveness, and quality across the advisor lifecycle
Develop structured mechanisms to monitor advisor experience both quantitatively (NPS, service metrics) and qualitatively (advisor conversations, trend themes, direct feedback)
Maintain a strong understanding of the advisor base, including segmentation, complexity tiers, and evolving needs, and adapt service models accordingly
Serve as the senior escalation point for high-risk advisor issues, recurring breakdowns, or service-related dissatisfaction
Own service-related advisor retention health, identifying at-risk advisors and leading proactive response plans
Serve as the central coordinator for advisor-facing operational communication across Sapphire, ensuring a clear, consistent voice aligned with our brand
Partner with Investment Services, Compliance, Growth, and Revenue Operations to shape and deliver updates related to custodial changes, platform transitions, and service model evolution

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum of 3 weeks per year)
9 paid holidays
401(k) with match (6% employee, 4.5% employer)
12 weeks paid parental leave
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance

Fulltime

Business Development Representative

This position is responsible for strategically engaging prospective clients thro...

Location

United States , Kingwood

Salary:

Not provided

Insperity

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent is required
Three to five years of experience of inside sales or equivalent work experience is required
Business-to-Business phone prospecting to C-level executives is preferred
Understands small to medium size business needs and operations from an owner’s perspective
Uses appropriate methods of dealing with human behavior in a variety of business circumstances
Strong phone presentation skills to include proficiency in delivery and needs analysis
Effective written and verbal communication skills with a strong emphasis on listening and the ability to talk to business owners on a professional level and maintain effective work relations with those encountered in the course of employment
Effective problem solving/decision making abilities
Highly detail oriented
Proficient use of Salesforce and Microsoft Office programs and demonstrated ability to learn other application programs as needed

Job Responsibility

Engages with potential customers through outbound calls, emails, and live chats, providing timely and accurate responses and on-brand experiences
Understands customer needs, validates qualification, and establishes discovery conversation appointment
Utilizes the company Customer Relationship Management (CRM) ensuring timely and proper data entry, cadence execution and lead assignment as dictated by the sales rules of engagement
Utilizes sales enablement platform within CRM to execute cadences dynamically personalized in response to data insights and prospect engagement, supporting timely and relevant outreach resulting in qualified lead assignment to Business Performance Advisors
Performs prospect buying committee research due diligence to support/influence engagement communication and content using technologies, tools and resources as defined by management
Collaborates with the Business Performance Advisor(s) and Sales Leadership to influence engagement strategies, ensure coordinated efforts and maintain real-time sales-cycle progression status
Ensures thorough and accurate notes detailing business information and areas of interest obtained through prospect engagement to be shared with the Business Performance Advisor
Manages leads distribution systems and processes, ensuring accurate lead record and appropriate lead distribution
Maintains reporting requirements as defined by management
Accomplishes activity and contribution expectations as defined by management

What we offer

Flexibility: Over 80% of Insperity’s jobs have flexibility
Career Growth: continuous learning programs, mentorship opportunities and ongoing training
Well-Being: generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more

Fulltime

Senior Sales Advisor

We have an amazing opportunity to join our Apricot family in one of our retail s...

Location

United Kingdom , Cardiff

Salary:

12.58 - 12.90 GBP / Hour

Apricot

Expiration Date

Until further notice

Requirements

Team leading experience
Stock management experience
Learn company procedures
Provide a great experience to every customer
Keen to participate in all training opportunities
Proactively integrate with all team members
Maintain & understand product knowledge
Embrace ownership of tasks
Adhere to all operational practices and procedures, i.e. deliveries, health and safety standards, stock takes & replenishment
Maintain Shop floor Image

Parttime

Lead Advisor

Robert Half

Location:
United States , San Ramon

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 14, 2026

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Job Posted:
January 14, 2026