Senior Fiduciary Analyst & Portfolio Manager Job at Robert Half (Concord)

New

Lead Investment Analyst - Corporate Plans

Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans ...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

March 23, 2026

Requirements

5+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of advanced experience working in a senior role sourcing and monitoring third-party investment managers
Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
Advanced financial analytical experience with high attention to detail and accuracy
Strong understanding of qualified retirement plans, including defined benefit and defined contribution plans
Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework
Project management experience and proven ability to meet deadlines and objectives
Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
Excellent verbal, written, and interpersonal communication

Job Responsibility

Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design
Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures
Play a key role in initial due diligence, including sourcing and evaluating new investment managers and ensuring process quality and integrity
Complete structured ongoing investment manager reviews using both qualitative and quantitative criteria, including periodic on-site travel
Contribute to the implementation of investment manager changes, including coordination with internal and external partners
Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed
Evaluate the design and monitor effectiveness of multi-asset portfolios
Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciary
Support a wide range of various other projects related the Team’s responsibilities

Fulltime

!

Partner, Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Detroit

Salary:

170000.00 - 300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

Senior Wealth Advisor

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor...

Location

United States , Chicago

Salary:

300000.00 USD / Year

FlexProfessionals

Expiration Date

Until further notice

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
10+ years of job-related experience
Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

Job Responsibility

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
Leverages the firm’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first
Acts as a senior wealth advisor while leading a small team of other advisors
Focuses on deepening relationships with an established base of high-net-worth clients and organically growing their practice through referrals
Plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth

What we offer

Competitive benefits including health/dental/vision and 401 K
Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance

Fulltime

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

New

Product Manager - Observability AIOps

We are looking for a Product Manager - Observability AIOps to lead the strategy,...

Location

Salary:

Not provided

Coca-Cola HBC

Expiration Date

Until further notice

Requirements

Bachelor’s or Master’s in Computer Science, IT, or related field
5+ years in Observability and AIOps within hybrid, complex environments
Strong knowledge of FSO (APM, logs, traces, RUM), SLI/SLOs, and service topology
Hands on with Dynatrace or similar smart observability (i.e. Datadog, Splunk, New Relic) and AIOps engines (correlation, deduplication, anomaly detection, auto remediation)
Experience integrating with ServiceNow, SAP, CI/CD pipelines, cloud services (Azure, AWS, GCP), and automation platforms
Solid understanding of modern application architectures, networks, databases, and infrastructure
Excellent communication and stakeholder management skills
Fluent in English

Job Responsibility

Define and execute the product vision and roadmap for Observability and AIOps, aligned with company objectives
Develop capabilities across metrics, logs, traces, RUM/synthetics, topology, and AI driven insights (anomaly detection, forecasting, correlation)
Prioritize features that enhance reliability, reduce MTTR, automate L1/L2 tasks, and improve customer experience
Collaborate with engineering, platform teams, and partners to ensure effective instrumentation, intelligent alerting, and automated workflows
Integrate Observability with ServiceNow, CI/CD, cloud platforms, and business processes to streamline operations
Leverage analytics to detect issues proactively, reduce noise, and optimize performance and resource usage
Champion an observability first and automation driven culture across teams

What we offer

Coaching and mentoring programs
Development opportunities
Equal opportunity employer
IT Equipment
Work with iconic brands
Supportive team

New

Reactive Plumbing Engineer

Metro Plumb is a national plumbing business with more than 40 local depots acros...

Location

United Kingdom , Croydon

Salary:

33000.00 - 38000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Proven experience as a Plumbing/ Plumbing & Heating Engineer for both domestic and commercial customers
NVQ Level 2
Full UK driving license
Flexibility to work overtime
DBS checked (or willingness for this to be carried out)

Job Responsibility

Carry out all aspects of plumbing work, including but not limited to, installation and maintenance of toilets, taps, ball valves, siphons, flexible hoses, pipework, radiator valves, cylinders, heating systems etc across a range of domestic and commercial customers
Attend primarily emergency plumbing jobs relating to installations/leaks/issues

What we offer

Personal development plan with timelines to achieve good OTE and growth
Auto enrolment into pension scheme
Company van and fuel card
Branded uniform
Company mobile
Personal development and genuine career opportunity
Induction and training
On-call rota in addition to salary
Optional overtime
Accommodating hours to support personal life

Fulltime

Senior Fiduciary Analyst & Portfolio Manager

Robert Half

Location:
United States , Concord

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 24, 2026

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