<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong></p><ul><li><strong>Associate:</strong> $130K–$160K + Bonus + Outstanding Benefits</li><li><strong>Vice President:</strong> $160K–$190K + Bonus + Outstanding Benefits</li></ul><p><strong>About the Firm</strong></p><p>Join a highly respected investment and advisory firm based in San Francisco, managing significant multigenerational wealth across a broad range of asset classes. Guided by core values of <strong>excellence, partnership, and integrity</strong>, the firm is known for building enduring relationships rooted in trust.</p><p>With a team of over 150 professionals, the firm offers a full spectrum of services—including investment management, financial planning, tax strategy, and philanthropic advisory. You’ll be part of a collaborative, growth-oriented culture where meaningful impact is at the heart of everything we do.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This newly created role within the <strong>Business Technology Integration (BTI)</strong> team offers a unique chance to shape and lead the firm’s data governance strategy. You’ll work cross-functionally with business, legal, and technology leaders to establish frameworks that ensure data integrity, security, and usability—ultimately strengthening organizational trust and operational excellence.</p><p>If you thrive on bringing clarity to complexity, championing data stewardship, and driving thoughtful innovation, this role is for you.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Design & Implement Governance Frameworks:</strong> Develop scalable, enterprise-wide data governance programs across Microsoft 365 and key SaaS platforms.</li><li><strong>Data Protection & Classification:</strong> Define and enforce policies for data classification, retention, and access control.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with legal, technology, and operations teams to embed governance into daily workflows.</li><li><strong>Monitoring & Risk Mitigation:</strong> Create dashboards and conduct audits to ensure compliance and reduce data-related risks.</li><li><strong>Education & Enablement:</strong> Lead training initiatives and develop documentation to foster a culture of data responsibility and awareness.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A collaborative, kind, and intellectually curious team</li><li>Exceptional benefits, including:</li><li>100% employer-paid medical, dental, and vision for employees and dependents</li><li>2% profit share + 5% 401(k) match</li><li>Unlimited PTO (with two consecutive weeks required annually)</li><li>Flexible “work anywhere” weeks during Thanksgiving and Christmas</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>

<p><strong>About You</strong></p><p>You’re a strategic thinker with a passion for data integrity and governance. You bring a strong mix of technical expertise, business acumen, and collaborative spirit to the table. Ideally, you have:</p><ul><li><strong>7+ years of experience</strong> in data governance, data management, or information security—preferably within confidential or regulated environments such as family offices, private wealth, or investment firms</li><li>Proven ability to <strong>design and operationalize governance frameworks</strong> and access control models</li><li>Hands-on experience with tools like <strong>Microsoft Purview, Defender for Cloud, or AvePoint</strong></li><li>A collaborative mindset, with the ability to balance governance rigor and practical business needs</li><li>Strong communication skills, analytical thinking, and a commitment to excellence</li></ul><p><strong>Ready to explore this opportunity?</strong></p><p> Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and discuss how this role could be the right next step in your career.</p>

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