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-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

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

Environmental Specialist

EGGER stands for sustainable growth; we are an international company with more t...

Location

Turkey , Gebze, Kocaeli

Salary:

Not provided

EGGER Group

Expiration Date

Until further notice

Requirements

BSC/MSc Degree in Environmental Engineering
Having Environmental Expert Certificate
Having C Class Occupational Safety Specialist Certificate
Minimum 2 years of experience as an HSE Engineer in chemical industry
Good command of English
Able to use MS Office programs effectively
No military obligation for male candidates

Job Responsibility

Participating in ISO 14001 Environmental Management System studies
Support the development of current system controls regarding work safety
Follow up and coordinate the waste management process
Follow up the process of obtaining and renewing environmental permits
Make the necessary notifications within the scope of environmental legislation
Ensuring environmental measurements and analyzes
Conducting and developing risk analysis studies on work safety and environmental issues
Study the necessary studies in EIA (ÇED) processes
Conducts safety meetings, audits, and inspections to ensure compliance, evaluate performance, identify corrective action, and implement follow up assessments
Conduct incident investigations and identify root causes and corrective, preventative actions

What we offer

work-life balance (40 working hours per a week, hybrid working models depends on position)
opportunities for global experience in 22 plants all over the world
wellbeing of our employees important for us
psychologist service
events
agreements with health institutions
support our employees for their language skills
in the office we have a native English teacher
chance to participate global development programs we called StartUp and StartKlar
shuttle service (İdealtepe-Cevizli-Atalar-Kartal-Sahilyolu-Pendik-E5-EGGER, Acıbadem-E5-EGGER, Kartepe-İzmit-Derince-Körfez-E5-EGGER)

Fulltime

New

Researcher

Bitlo, one of Turkey’s well-established cryptocurrency exchanges, was founded in...

Location

Salary:

Not provided

Bitlo

Expiration Date

Until further notice

Requirements

3+ years’ experience of working on a role relating but not limited to Equity Research, Corporate Finance, Investments, Venture Capital or M&A
Strong analytical skills and in-depth knowledge of existing blockchain projects and technology
Strong articulation skills and comfortable with presenting to C-level management
Can handle high pressure and a fast-paced work environment
Bachelor’s degree in Finance, Accounting or other related areas are a plus
Experience in derivatives (FX) analysis and financial markets
It will determine the support and resistance levels, stop and limit order points of the analyzed cryptocurrencies
It will be able to text the analyzed cryptocurrencies morning and evening to be published on our website
SPK Level 2 licensed

Job Responsibility

Research-driven sector analysis for our main investment mandates and technologies especially DeFi, NFT, Metaverse and related blockchain technologies, including identification of major trends, evaluation of crypto market dynamics and assessment of potential investment targets
Thoroughly researching projects to assess their credibility, technological value and future potential
Writing research reports and articles on cryptocurrency projects
Adhere to company reviewing processes carefully but also recognise other factors that may affect a project’s evaluation
Interact with project teams and industry professionals to collect information
Proactively stay informed about market trends, opportunities, risks and new projects/technologies, with a passion for the cryptocurrency and DLT industry
Research and analysis requests from business units, realization and reporting of final analyzes within the framework of the project management discipline
Feeding business units and departments with content that will create strategic value

What we offer

Fast moving, challenging and unique business problems
Great career development opportunities in a growing company

Fulltime

New

Account Manager Enterprise

The Account Manager role is a fantastic opportunity to showcase your relationshi...

Location

Chile , Santiago

Salary:

Not provided

Uber

Expiration Date

Until further notice

Requirements

1-3 years of experience, ideally in a similar role
Confidence in making data-driven decisions and applying sound business judgment
Strong project management skills, with the ability to develop detailed joint business plans with partners and consistently deliver results
Excellent communication skills, both verbal and written, with strong executive presence and interpersonal abilities
A proactive, resourceful, and go-getter attitude
Ability to work independently with minimal oversight
A willingness to work hard, dive into details, and closely collaborate with our highest-value partners
Experience in customer-facing roles with a proven track record of achieving business targets or meeting quotas

Job Responsibility

Lead post-deal partner management for a high-value, high-potential portfolio of restaurant partners
Build and maintain strong partner relationships to achieve measurable outcomes, including revenue growth targets, upselling new product features, and ensuring high retention by creating mutual business value
Act as the voice of the customer to internal teams, translating partner needs and advocating on their behalf
Develop a deep understanding of the partner landscape and cultivate positive relationships across our restaurant partner organizations
Conceive, design, and lead growth initiatives with restaurant partners, working cross-functionally with Uber’s internal teams to drive projects to completion
Set, track, and report on performance metrics, and conduct business reviews with partners

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 22, 2026

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