Lead Advisor Job at Robert Half (San Ramon)

Team Lead - Advisor Services

My client, the leading fully independent Canadian financial advisory firm, is un...

Location

Canada , Montreal

Salary:

65000.00 - 75000.00 CAD / Year

Randstad

Expiration Date

July 25, 2026

Requirements

Minimum of 3 to 5 years of experience in the financial services sector, brokerage, banking operations, or a high-volume B2B client service environment
A minimum of 2 years of prior experience in supervision or team coaching is highly prioritized
Advanced and fluent bilingualism in French and English, both spoken and written, is mandatory
Proficiency in customer relationship management (CRM) and ticketing environments (HubSpot, Zendesk), the Microsoft Office suite (Teams), and a strong curiosity toward artificial intelligence tools (ChatGPT)
Natural leadership, collaborative mindset, strong curiosity, and exceptional communication skills
Holding the Canadian Securities Course (CSC) certification or demonstrating a concrete willingness to obtain it

Job Responsibility

Supervise, guide, and motivate the frontline service team on a daily basis to ensure service excellence via phone and email
Actively monitor queues and ensure strict compliance with Service Level Agreements (SLAs) while balancing the workload in real-time
Act as the primary point of contact and escalation on the floor to resolve complex queries and advisor situations
Provide close guidance through continuous coaching sessions and quality assessments of interactions (calls and emails)
Collaborate closely with the Middle Office to streamline operational handoffs and clarify responsibilities during the organizational transition
Analyze dashboards and collective Key Performance Indicators (KPIs) to identify service trends and recommend process optimizations
Actively participate in daily operations by performing the same support tasks as team members, ensuring a strong and credible floor presence

What we offer

Competitive Compensation: Base annual salary up to $75,000
Eligible for an annual discretionary bonus program
3 full weeks of vacation from year one
5 sick days
1 personal day
2 paid days off during the holiday season
Group insurance plan (medical, dental, health spending account, telemedicine, and EAP) 50% funded by the employer
Group RRSP program with employer financial contributions
20% reimbursement of your OPUS transit card
Ultra-modern offices in downtown Montreal

Fulltime

SAP Pre-Sales Lead Advisor

The SAP Pre-Sales Lead Advisor role at NTT DATA involves leading pre-sales activ...

Location

India , Hyderabad

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

15+ years of experience in SAP presales, solution architecture, SAP consulting and solution architecture experience, with a focus on cloud products
Strong knowledge of SAP ERP, S/4HANA, and other SAP modules (Finance, Supply Chain, etc.)
Deep understanding of SAP's cloud product suite, particularly S/4HANA Cloud, BTP, and other cloud-based modules
Excellent communication, presentation, and client relationship skills
Ability to translate technical details into business language and value-driven solutions
Experience in industries like manufacturing or Life Sciences
Bachelor's degree in Computer Science, Engineering, Business, or related field

Job Responsibility

SAP Pre Sales, Winning Large/Complex deals in Projects, AS,/AMS areas
Build GTM offerings strategies and solutions
Development of customer relationships, SAP Product teams
Drive sales opportunities from initiation to closure
Delivering - Best Fit- customer solutions with optimal estimations
Provide technical and business consultative leadership during the pre-sales and/or post-sales cycle, for large enterprise ERP implementations
Be a subject matter expert on S/4HANA, SAP ECC and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution implementations
Provide process expertise and solutions in Supply Chain and Manufacturing and integration with other SAP ERP Modules
Have hands-on expertise and experience in Manufacturing and Supply Chain to assist with analysis
Collaborate with sales and presales teams to plan account strategies and develop content that enables the sales team to qualify, position, and demonstrate our SAP service offerings to prospects and clients

SAP AI Lead Advisor

We are currently seeking a SAP AI Lead Advisor to join our team in Hyderabad, Te...

Location

India , Hyderabad

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s or master’s degree in computer science, Data Science, Engineering, or related field
15+ years of experience in modern solution development, architecture, and implementation of SAP Automation and AI projects or similar SAP Projects
Deep knowledge of SAP technologies: S/4HANA, SAP BTP, AI Core, AI Launchpad, Data Intelligence, Joule
Strong architectural design and system integration skills
Excellent communication and stakeholder management abilities
Proven leadership in cross-functional team environments
Commitment to continuous learning in evolving AI and SAP technologies

Job Responsibility

Act as a thought leader, technical authority, and people leader, driving innovation, client value realization, and reusable assets across SAP programs
Define the SAP enterprise-wide vision and roadmap for SAP BTP AI & Automation
Align SAP BTP AI & Automation offerings with NTT DATA’s global SAP and Digital portfolios
Partner with SAP, hyperscalers, and ecosystem vendors on joint go-to-market initiatives
Engage and Lead CxO-level conversations on AI-led SAP modernization and automation value across strategic SAP accounts and transformation programs
Represent NTT DATA in SAP executive forums, innovation councils, and industry events
Establish and govern the AI & Automation Center of Excellence (CoE)
Define standards for architecture, delivery, security, and AI governance
Drive investment in accelerators, IP, and reusable assets
Collaborate, Build and lead a multi-region skill team

Fulltime

SAP Pre-Sales Lead Advisor

NTT DATA strives to hire exceptional, innovative and passionate individuals who ...

Location

India , Hyderabad

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

15+ years of experience in SAP presales, solution architecture, SAP consulting and solution architecture experience, with a focus on cloud products
Strong knowledge of SAP ERP, S/4HANA, and other SAP modules (Finance, Supply Chain, etc.)
Deep understanding of SAP’s cloud product suite, particularly S/4HANA Cloud, BTP, and other cloud-based modules
Excellent communication, presentation, and client relationship skills
Ability to translate technical details into business language and value-driven solutions
Experience in industries like manufacturing or Life Sciences
Bachelor’s degree in Computer Science, Engineering, Business, or related field

Job Responsibility

SAP Pre Sales, Winning Large/Complex deals in Projects, AS,/AMS areas
Build GTM offerings strategies and solutions
Development of customer relationships, SAP Product teams
Drive sales opportunities from initiation to closure
Delivering - Best Fit- customer solutions with optimal estimations
Provide technical and business consultative leadership during the pre-sales and/or post-sales cycle, for large enterprise ERP implementations
Be a subject matter expert on S/4HANA, SAP ECC and related SAP product suites and act as a critical client contact and strategic advisor throughout the sales cycle of SAP S/4HANA solution implementations
Provide process expertise and solutions in Supply Chain and Manufacturing and integration with other SAP ERP Modules
Have hands-on expertise and experience in Manufacturing and Supply Chain ti assist with analysis
Collaborate with sales and presales teams to plan account strategies and develop content that enables the sales team to qualify, position, and demonstrate our SAP service offerings and to prospects and clients

Fulltime

Digital Solution Architect Lead Advisor

The Digital Solution Architect Lead Advisor is responsible for defining and guid...

Location

United States , Plano

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Typical Years of Experience: 10 years relevant experience
Bachelor's Degree

Job Responsibility

Define and guide the build of valuable digital products that meet customer needs
Lead the product vision and definition from a multifunctional perspective
Guide the team to define digital solutions that achieve the clients' desired business outcomes
Advise clients on how proposed solutions will satisfy needs over the lifecycle of the product
Help guide the digital transformation of solutions for clients across multiple business areas
Help guide the transformation of client organizations to adopt agile requirements methods
Lead teams to propose feasible and sustainable solutions
Collaborate with strategy, design, and technology leaders to ensure the solution meets business needs
Lead efforts to modernize and transform digital solutions
Conduct analysis to identify opportunities for innovation and improvement

Fulltime

Digital Solution Architect Lead Advisor

You will design and build agentic AI systems for healthcare using the NeuroStack...

Location

United States , Dallas

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

8–12+ years of experience in AI/ML and Software Engineering
Strong experience in Python-based AI systems
Hands-on experience with GenAI (LLMs, RAG, embeddings, prompt engineering)
Experience with traditional ML (classification, regression, NLP, time-series)
Full-stack experience (API design + UI integration)
Azure cloud experience (Azure ML, Azure OpenAI, Functions, AKS)
Experience working in regulated or compliance-heavy domains
Comfortable working with subject-matter experts
Strong learning mindset and adaptability
Experience building production AI systems, not just prototypes

Job Responsibility

Design and implement agent-based AI workflows for healthcare use cases (clinical assistants, triage agents, care pathway optimization, RCM automation)
Build LLM-powered systems (RAG, tool-calling agents, multi-agent orchestration)
Develop classical ML models (risk scoring, prediction, clustering, anomaly detection)
Implement HIPAA aware AI architectures with auditability and traceability
Build full-stack applications (Python APIs, AI services, UI dashboards)
Integrate with EHRs, data lakes, and healthcare systems (FHIR/HL7 exposure preferred)
Collaborate with SMEs to translate medical workflows into agent logic
Deploy, monitor, and optimize AI systems in Azure

Prod Mgmt Engineering Lead Advisor

The Product Management Engineering Lead Advisor role involves leading the migrat...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Proven experience with the following practices: Works well with clients, their stakeholders and end users
Experience in requirements solicitation
Able to differentiate between needs & wants
Experience in translating business requirements into technical requirements
Ability to work well within the team
Familiar with programming languages, and able to read some legacy code at a high-level to understand code rules
Bachelor's degree in Computer Science, Business, or equivalent
Technical experience

Job Responsibility

Solutions and executes migration of Mainframe applications into software equivalent systems (rehosting)
Uses knowledge of Mainframe technologies like COBOL, JCL, CICS, VSAM, Assembler, DB2, IMS, files, etc to find the right solution to migrate off the Mainframe
Uses knowledge of Unikix or Microfocus software to solution Mainframe rehosting
Uses knowledge of Cloud technologies to rehost Mainframe systems to the Cloud
Uses knowledge of CLIST, REXX, PL/1, Easytrieve and Assembler to find right migration solution
Uses Linux scripting to implement migration glues
Proposes and implements DevOps solutions on the rehosted system
Expert experience and ability to understand of legacy and current technologies
expert ability to identify code patterns and understand coding strategies
ability to propose, design and implement migration solutions

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

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