Senior Advice Strategist Job at Robert Half (San Francisco)

Senior Advice Strategist

Join a client-centered advisory team delivering sophisticated, integrated financ...

Location

United States , Berkley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s in Finance, Economics, or related field
CFP® or Series 65 (required)
5–7+ years of financial planning experience
Deep knowledge of tax, estate, retirement, and insurance
Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communication skills
able to explain advanced strategies clearly and build trust quickly

Job Responsibility

Partner with advisors to deliver client-facing advice and planning materials
Lead complex plan development (cash flow, tax, insurance, estate)
Present strategies and recommendations to clients alongside advisors
Integrate and optimize planning software and workflows

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Senior Advice Strategist

Join a client‑focused advisory team delivering sophisticated, fully integrated f...

Location

United States , Berkley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, or a related field
CFP® or Series 65 (required)
5–7+ years of financial planning experience
Strong technical knowledge across tax, estate, retirement, and insurance
Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Excellent communication skills with the ability to explain complex strategies clearly and build trust quickly

Job Responsibility

Partner with advisors to prepare and deliver client‑facing advice and planning materials
Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning
Present financial strategies and recommendations to clients alongside advisors
Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Equity Derivatives and Hybrids Quant Modeler

Join us in the role of Equity Derivatives and Hybrids Quant Modeler (Model Integ...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

PhD or master’s degree in financial mathematics, Mathematics or Physics
Prior experience developing and/or implementing Equity Derivatives models and hybrids (ideally). Strong knowledge of exotics models for other asset classes can also be considered
Provide expert advice to senior stakeholders on modelling topics, anticipating issues and weighing advantages and disadvantages of choices leading to models’ assumptions and limitations
Solid modelling skills (Python essential and optionally C++)

Job Responsibility

Present 1st line challenge to current models and assess impacts of models assumptions and limitations
Focus on model assessment, increasing testing coverage, automation, and steer governance for Equity Derivatives models
Provide an effective challenge to models by assessing the impact of their assumptions and limitations, focusing on the accuracy and robustness of the models
Explore alternative approaches to mitigate limitations and evolve trading, risk management platforms
Review models and documentation to provide guidance on their design
Implement, run and analyse performance tests using production C++ libraries and Python
Write high-quality documentation and automating tasks
Collaboration with traders, strategists, and stakeholders to gather requirements and translate them into scalable and efficient technological solutions
Implementation of new features, enhancements, and functionalities on trading platforms to improve performance, reliability, and user experience
Stay updated on technological advancements, industry trends, and best practices to drive innovation and continuous improvement in trading platforms

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture
Opportunity to explore flexible working arrangements
Geographic reach, wide variety of functions, businesses, roles and locations
Chance to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility

Fulltime

Senior Digital Media Strategist

As a Senior Digital Media Strategist at DEPT®, you will be the connecting link b...

Location

Netherlands , Amsterdam; Rotterdam

Salary:

Not provided

BASIC/DEPT®

Expiration Date

Until further notice

Requirements

Fluency in Dutch and English is a must
A seasoned Digital Marketing Strategist, having gained extensive experience, preferably at an agency
Deep understanding of Digital Media Planning and Execution as a background
Broader digital marketing knowledge (SEO, SEA, Social, CRM, Content Marketing, Data etc.)
See yourself as a digital generalist, linking the strategic needs of clients to Dept's service portfolio
Can help our clients to go from business strategy to marketing strategy and implement this by giving advice, creating roadmaps and propose concepts
Pro-active, energetic, curious and inspiring
A driver of innovation
A networker and because of this you are able to bring together our different disciplines and specialists
Can explain complex data and information in an easy and understandable manner to Internal & external stakeholders

Job Responsibility

Create influential and powerful strategies for our clients
Collaborate with clients to understand their business goals, target audience, and industry landscape
Translate insights derived from data into a clear story to convince the client
Develop innovative and data-driven digital marketing strategies that align with client objectives
Work closely together with our specialists (like SEA, SEO, CRM, Data and Social Advertising Consultants)
Leverage a deep understanding of marketing, technology, and innovation to create comprehensive plans that drive measurable results
Work closely with cross-functional teams to ensure optimal execution of campaigns and projects
Be the driving force of projects, starting and finishing them
Drive our internal knowledge and be on the forefront of creating new propositions and best practices
Analyze campaign performance, providing insights and recommendations for optimization

What we offer

The choice to work where you are most productive: whether that is in one of our offices, or abroad for 13 weeks a year
We’ll provide you with the best of class materials, such as a high-quality laptop, monitor, work phone and the necessary furniture
Everything to focus on your health: from free bootcamp to yoga lessons, mindfulness sessions, mental health services, serious discounts on sport memberships, healthy lunches at the office, and above all: a safe work environment
Great fringe benefits
use of OV-bikes, an NS Business Card and many other goodies
A reputation for doing good
Awesome clients
The opportunity for possibility
Global annual DEPT® Cares Month in which employees come together and donate their skills to support local charities

Principal Experience Design Strategist

Thoughtworks is a global software consultancy creating positive impact and produ...

Location

Spain , Barcelona

Salary:

Not provided

Thoughtworks

Expiration Date

Until further notice

Requirements

8+ years of design leadership experience, overseeing a portfolio of products and leading a team of designers
3+ years of CX and design consulting or advisory experience, and driving sales and revenue for your organisation
Proven expertise in all aspects of experience design, with specialism in experience visioning and strategy, and at least three additional areas such as user research and ResearchOps, service design, interaction design, design leadership and DesignOps
Strong strategic and advisory competence to manage and negotiate with client stakeholders, and ensure sponsor buy-in
Expertise in developing an inspiring experience vision that supports or influences strategic client decisions, supported by innovative frameworks, new service concepts, and critical design deliverables
Expertise in leading and managing design, research, synthesis, and validation activities, as well as design tools, methodologies and approaches to meet changing client, project, or technical demands
Proven leadership experience in cross-functional implementation teams or programmes, scaling design activities across multiple workstreams, and owning engagement outcomes
Deep expertise in the end-to-end product development lifecycle, agile and lean methodologies, and the confidence to operate within Enterprise client ecosystems
Skilled at building relationships with C-suite executives and confident in driving conversations at the intersection of technology and business
Strong facilitation and communication skills to deliver differentiated presentations, effective workshops, cross-functional discussions, and impactful storytelling

Job Responsibility

As a trusted advisor to a client’s senior executives, you will partner with them to understand their context and needs, and provide advice and hands-on experience to shape and deliver products and channel agnostic, cross cutting experiences
You will apply a broad range of design capabilities on diverse projects in a variety of industries and organizations, from launching new products to market, defining the experience vision and strategy, reimagining existing customer and employee experiences, and delivering programme-wide change at scale with operational design management
You will provide strategic leadership, leading cross-functional teams to create a wide range of experience design artefacts including experience visioning, value-driven hypotheses, journey maps, service blueprints, roadmaps, prototypes, and design systems
You will articulate the value and importance of design to senior client executives, and guide them on how to establish design capabilities within their product and technology organisation
You will become part of a multicultural team of design and product specialists, and guide and coach teams from both Thoughtworks and the client on customer centricity and design best practices
You will create points of view and case studies through insights on client needs and solutions, alongside creating assets and accelerators to create repeatability to scale our efforts and credentialise Thoughtworks’ design expertise to the wider industry
You will be responsible for taking our design and product offerings to market. This means being heavily involved in sales by creating proposals and pitches, shaping engagements for clients, and helping to educate both clients and colleagues about the value of our offerings

New

Cyber Systems Administrator

BlueWater Federal is looking for a Cyber Systems Administrator to support the SE...

Location

United States , Colorado Springs

Salary:

110000.00 - 120000.00 USD / Year

BlueWater Federal Solutions

Expiration Date

Until further notice

Requirements

Associate’s degree and 4+ years of Systems admin experience OR Bachelor’s degree and 2+ years of relevant experience
6+ years of total relevant experience may be considered in lieu of a completed degree
Must have an active Secret clearance
Security+ verification is required
Experience with CND tools, vulnerability scanners, intrusion detection/prevention
Experience with RedHat Enterprise Linux 8/9 Server and Workstation administration
Windows 10/11 Server and Workstation administration
Experience building, managing, and maintaining Domain Controllers
DNS, Active Directory, GPOs, and LDAP configuration
Experience with MS SQL Server, Postgres, or other database systems

Job Responsibility

Check logs from critical servers, network devices, and security tools (like SIEMs) for any anomalies, errors, or warnings that occur overnight
Monitor the health and performance of the IT infrastructure, including CPU, memory, and disk usage on key servers, and check network traffic for bottlenecks
Confirm that all scheduled backup jobs from the previous night are completed successfully and without errors
Actively check that key services and daemons are running
Review and prioritize alerts from security systems like Intrusion Detection Systems (IDS), firewalls, and antivirus software
Perform a quick health check on major databases
Run a quick scan or check a dashboard to ensure that critical SSL/TLS certificates for public-facing websites and services are not nearing their expiration date
Review network access control (NAC) logs or network scans to see if any unauthorized or unknown devices have connected to the network

What we offer

medical, dental, and vision coverage
generous 401k matching
employee stock purchase program
life insurance options
time off with pay

New

Site Engineer

EKFB is seeking to recruit a Site Engineer with Highways experience on freelance...

Location

United Kingdom , Brackley

Salary:

Not provided

EKFB

Expiration Date

Until further notice

Requirements

HNC/Degree (Construction/Civil Engineering related) or equivalent and working towards institute membership (ICE)
Demonstration of knowledge and practical application of Site Engineering activities combined with construction supervision skills
Experience in construction industry, particularly in highway and drainage works is essential for this role
Proficiency in using engineering software like AutoCAD and tools such as GPS and total stations
Familiarity with UK building and construction regulations
Holder of CSCS card
Full driving licence required

Job Responsibility

Oversee and supervise construction activities and ensure that they comply with the project plans and drawings
Liaise with subcontractors, and other professional staff, particularly Works Managers, Foremen, Section Engineers and Sub Agents
Check and prepare site reports, designs and drawings
Manage, monitor and interpret the contract design documents
Ensure project packages meet agreed specifications, budgets or timescales
Provide technical advise and solving problems on-site
Perform Basic Setting out and as built survey
Place requisitions/material orders
Request permits
Perform quality controls of subcontracted work and self delivered activities

What we offer

Competitive salary & benefits

Fulltime

New

Accounts Payable Assistant

This role is offered on an FTC basis as a maternity cover. The purpose is to pro...

Location

United Kingdom , London

Salary:

Not provided

Fred Perry Ltd

Expiration Date

Until further notice

Requirements

Previous experience working within Accounts Payable essential
Good interpersonal and communication skills
Reliable, self-disciplined, speed and accuracy essential
Excellent attention to detail
Ability to build up relationships internally and externally
Team player
Ability to prioritise workload and work to deadlines
Good aptitude for IT – V Look Ups and Pivot Tables would be an advantage
Experience working in a multicurrency environment would be helpful but not essential
Experience in analysing information would be helpful.

Job Responsibility

Proactively deal with large volume of invoices and / or suppliers’ correspondences with accuracy and speed
To become the focal point of contact on selected suppliers’ group and ensuring services are not suspended as a result of overlooked invoices
Maintain good and regular communication with the Shipping and Product departments for the quick processing of stock invoices (GRNs)
Processing supplier invoices and credit notes using FPLi
Invoice matching to the FPLI for all stocks receipted (GRNs)
Nominal coding, matching and batching of invoices from different currencies to the FPLi
Ensure all foreign VAT figures are posted correctly and providing backup to the Accounts Assistant to reclaim
Updating trackers with invoices for managers approval weekly
Processing weekly payment runs / creating payment lists and running payments through BACS or payment transfers as required
Filing of invoices and statements in a timely manner

What we offer

Competitive salary
Generous staff discount and regular sample sales
Generous pension scheme with 8.5% company contribution
Option to buy an extra 5 days holiday annually
Enhanced maternity and paternity packages
Life insurance
Private healthcare
Cycle to work scheme
Early finish Fridays
Season ticket loan

Fulltime

Senior Advice Strategist

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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Senior Advice Strategist

Robert Half

Location:United States , San Francisco

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 15, 2026

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