Senior Advice Strategist Job at Robert Half (Berkley)

Senior Advice Strategist

Join a client-focused advisory team delivering sophisticated, integrated financi...

Location

United States , San Francisco

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 certification (required)
5–7+ years of experience in financial planning
Deep expertise in tax, estate, retirement, and insurance strategies
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Exceptional communication skills — able to simplify complex strategies and build trust quickly

Job Responsibility

Collaborate with advisors to deliver client-facing advice and planning materials
Lead development of complex financial plans (cash flow, tax, insurance, estate)
Present strategies and recommendations to clients alongside advisors
Optimize planning software and workflows for efficiency

What we offer

medical
vision
dental
life and disability insurance
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

Healthcare Assistant & Lead Healthcare Assistant

Are you passionate about supporting older people and making a meaningful differe...

Location

Ireland , Cork

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience in elderly care is desirable but not essential (training may be provided)
QQI Level 5 in Healthcare Support or equivalent is an advantage
A caring, patient and respectful approach to supporting older people
Ability to work flexible shifts including days, nights, and weekends
Strong commitment to resident safety, dignity and wellbeing
Applicants must have legal entitlement to work in Ireland

Job Responsibility

Deliver person-centred care to residents with dignity and respect
Support residents with activities of daily living where required
Encourage independence and social engagement
Maintain a clean, safe and comfortable living environment
Build positive relationships with residents, families, and colleagues
Follow all health, safety and safeguarding procedures
Assist with compliance processes, inspections, and quality standards
Lead Healthcare Assistants will also assist in guiding care teams, supporting best practice, and helping maintain high standards of care delivery

What we offer

Flexible working hours to support work–life balance
Local employment opportunities within the Douglas, Cork area
Competitive rates of pay in line with experience and role
Supportive team environment with ongoing training and development
Employee wellbeing initiatives
Uniform provided
Free on-site parking
Meals provided while on duty

New

Bakery Team Member

Join us to "Change Hospitality For Good". Here at the Cornish Bakery, we want to...

Location

United Kingdom , Falmouth

Salary:

8.05 - 12.80 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Eligible to live and work in the UK

Job Responsibility

Make the World’s Best Coffee
Deliver Outstanding Customer Service
Prepare Award Winning Food
Maintain High standards within the Bakery
Be part of a Team who strive to Aim Higher at all times

What we offer

50% discount on food and drink
Pasty Perks – bespoke reward system offering discounts and savings on favourite brands
Financial well-being benefit through Stream – save directly from wages into a high interest savings account or access wages before pay-day
Employer funded health and wellbeing services with access to a 24/7 GP line, Employee Assistance Program and discounted gym memberships
Paid birthday day off
Member of the shareholder fund (service dependent)
Team social events with in-bakery incentives
Up to 28 days of holiday (including bank holidays), pro rata if necessary

New

Housekeeping Assistant

In Glasgow's prestigious West End, Kelvinside Manor provides luxurious accommoda...

Location

United Kingdom , Glasgow

Salary:

12.27 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience from a housekeeping or domestic cleaning role
Basic understanding of infection control, COSHH, and compliance standards
Ability to follow instructions and cleaning schedules
Ability to report issues
Ability to work well with others in a professional and courteous manner
Pride in your work, attention to detail, time management, and respectful communication
Ability to work well as part of a team or on your own
Demonstrating a kind and caring nature to all within the care home
Satisfactory references
Disclosure Scotland Scheme Membership (PVG)

Job Responsibility

Maintaining the highest levels of cleanliness in public areas and bedrooms within the home
Responsible for the wash, dry, iron and put away of laundry
Ensuring that our residents' care home facilities, public areas and rooms are maintained to the highest cleaning standards
Replenish and maintain supplies in both resident rooms and common areas
Communicate effectively with residents and colleagues to address needs and concerns

What we offer

Competitive benefits
Overtime rates
Flexible working hours considered

Parttime

Senior Advice Strategist

Robert Half

Location:
United States , Berkley

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

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