<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investments. You’ll partner closely with advisors and cross‑functional teams to design strategies, present recommendations, and support a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to produce client‑ready advice and planning materials.</li><li>Lead complex plan development (cash flow, tax, insurance, estate).</li><li>Present planning strategies and recommendations directly to clients.</li><li>Enhance planning tools, software, and workflow efficiency.</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>A people‑first culture with exceptional training and career development.</li><li>Boutique, high‑touch client experience backed by strong resources and clear leadership vision.</li><li>Expanding West/Midwest presence and the ability to make a meaningful impact on clients’ financial lives.</li></ul>
<p>Robert Half is seeking an experienced Senior Program and Project Manager to join a Product Marketing Operations team for our client. In this role, you will support business growth by creating and scaling efficient processes across Ads Product Marketing and related teams. If you thrive in a fast-paced </p><p>environment and excel at leading operational improvements, implementing new systems, and collaborating with cross-functional teams, we’d love to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage multiple initiatives aimed at enabling the Ads Product Marketing team to work efficiently.</li><li>Lead both go-to-market and voice-of-customer projects, translating customer insights into actionable roadmap priorities and scaling solutions for market success.</li><li>Champion best practices within Ads Product Marketing and drive operational efficiency across teams.</li><li>Develop and deliver training materials to geographically dispersed teams, fostering collaboration and streamlined operations.</li><li>Pilot and scale new programs that utilize systems to accelerate team productivity.</li><li>Identify, analyze, and document existing workflows; propose and implement process improvements based on identified gaps and opportunities.</li><li>Lead and juggle multiple projects with aggressive timelines, demonstrating agility in responding to new initiatives.</li><li>Develop and enhance reporting frameworks to track progress and improve operational transparency.</li><li>Establish and coordinate feedback mechanisms—both internal and external—to ensure advertiser needs are captured and prioritized.</li><li>Partner with Ads Product Marketing and cross-functional teams to ensure the customer perspective is represented during annual planning and product development cycles.</li></ul><p><br></p>
