Latest job postings

SQL/VBA Developer

Delray Beach, FL
onsite
Temporary
40 - 50 USD / Hourly
We are seeking a highly skilled Developer for a brand-new role focused on optimizing internal portals, cleaning and improving SQL environments, and leading efforts in API integration as part of a broader modernization initiative. Primary Responsibilities:<ul><li>Optimize and refactor portal applications, ensuring efficient and well-organized SQL code.</li><li>Lead SQL development efforts, including database optimization (MySQL/PostgreSQL), data integrity, and performance tuning.</li><li>Collaborate with stakeholders and executive leadership to gather requirements and ensure alignment on deliverables.</li><li>Develop and integrate APIs, leveraging strong PHP (Laravel framework) capabilities.</li><li>Work in a rapidly evolving setting, responding flexibly to shifting project priorities.</li><li>Contribute to front-end efforts with React, and support UI/UX as needed.</li></ul>
2026-03-14T00:00:00Z

Finance Manager - Top VC Firm

Menlo Park, CA
onsite
Permanent
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Planner - CFP required

Alamo, CA
onsite
Permanent
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Relationship Manager at RIA - 1 day onsite

Oakland, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters. You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow. Responsibilities<ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Accounting Manager - Private Equity Firm

Oakland, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

VP of Fund Accounting - Hybrid; 2 days onsite

San Francisco, CA
onsite
Permanent
225000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. VP of Fund Accounting | Private Equity | San Francisco | Hybrid; 2 days onsite Our client is a well-established investment firm with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector. This is a high-impact leadership opportunity within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule. Responsibilities<ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor - RIA w/ low turnover

San Mateo, CA
onsite
Permanent
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Assistant Controller at Top-Tier VC Firm

Menlo Park, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Assistant Controller | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Estate Planning Paralegal

Petaluma, CA
onsite
Temporary
27 - 30 USD / Hourly
A boutique estate planning law firm in Petaluma, California is seeking an experienced Estate Planning Paralegal to join their team on a temporary basis to cover a maternity leave. This position will begin part-time in early April to train alongside the current paralegal, with coverage continuing through the duration of the leave beginning in May. The firm is open to candidates seeking part-time or reduced full-time hours (approximately 24–30 hours per week depending on workload and efficiency). This is an onsite position in the Petaluma office and remote work is not available. This is an excellent opportunity for an experienced estate planning paralegal who enjoys working closely with clients and supporting attorneys in a collaborative, community-focused law firm environment. Key Responsibilities<ul><li>Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations</li><li>Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation</li><li>Assist with trust funding by coordinating with financial institutions and advisors</li><li>Conduct client interviews and provide updates regarding estate planning matters</li><li>Prepare estate planning document packages and coordinate client signing appointments</li><li>Maintain organized case files and track tasks to ensure matters progress efficiently</li><li>Schedule client meetings, calls, and signing appointments</li><li>Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation as needed</li></ul>
2026-03-14T00:00:00Z

Senior Property Accountant

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Property Accountant | Real Estate Investment Firm| San Francisco| Hybrid | Base + Bonus + Unlimited PTO Join a nationally recognized real estate investment firm with a multi-billion-dollar portfolio and a strong track record across high-growth markets. This is a chance to work in an entrepreneurial yet well-structured environment where complex deals, collaboration, and long-term growth are part of the day-to-day. In this role, you’ll own key accounting processes for commercial properties and partner closely with asset management, lenders, auditors, and investors. The team values accountability, curiosity, and clear thinking, and offers exposure to sophisticated projects in a fast-moving, supportive culture.Responsibilities<ul><li>Manage project-level cash analysis, AP, GL, and month-end close</li><li>Prepare journal entries, fee calculations, and balance sheet reconciliations</li><li>Support debt service, lender draws, and asset management requests</li><li>Assist with quarterly and annual financial reporting to investors</li><li>Partner on audits, tax reviews, and partnership returns</li><li>Support acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and interpret legal agreements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Tax Sr. - Corporate

Reading, PA
onsite
Permanent
80000 - 85000 USD / Yearly
The Senior Tax Analyst will manage the day-to-day indirect tax function, ensuring accurate and timely compliance with all federal, state, and local tax requirements. This role requires strong technical expertise in sales and use tax, property tax, and other indirect taxes, along with the ability to collaborate across business units and contribute to process improvements. Job Responsibilities: Tax Compliance and Filing• Manage the overall day-to-day indirect tax function ensuring all returns are accurately and timely completed• Review state and local indirect tax filings including sales and use, property tax, Mercantile/BPT, Gross Receipts, OH CAT, and other applicable taxes• Review Act 43 return filings and quarterly reconciliations• Maintain the tax calendar for all tax filings to ensure timely compliance• Review all real estate bills and invoices, confirming accuracy and timeliness of payment• Manage the escheat process including reviewing prepared returns and maintaining company escheat policies and procedures System Management and Analysis• Monitor tax rate tables, tax flags, and class code mappings within the system to ensure proper tax determinations• Perform periodic validation testing of tax systems• Review monthly account reconciliation for sales tax payable account• Maintain monthly real estate and miscellaneous tax accruals, including posting entries and investigating variances• Review fixed assets to ensure accuracy in lives, methods, and depreciation Collaboration and Support• Respond to sales tax inquiries raised by external customers, internal stakeholders, and taxing jurisdictions• Collaborate with business units to ensure proper application of tax on customer and vendor purchases• Assist with income tax provision and return calculations and compliance, including preparation of allocation and apportionment• Assist in developing and implementing policies and procedures to strengthen internal controls within the tax function• Assist in audits, including preparing supporting documentation and researching audit issues Process Improvement• Develop detailed understanding of current indirect tax processes to identify opportunities for improvement• Contribute to departmental process improvement and automation initiatives• Research and stay current on changes to tax laws• Support the tax team on other projects, audits, and compliance needs as required
2026-03-14T00:00:00Z

Network Technician

Fort Lauderdale, FL
onsite
Temporary
0 - 0 USD / Yearly
Robert Half is hiring Network Technician for our client in Fort Lauderdale. Key Responsibilities:<ul><li>Deploy, monitor, and maintain wired and wireless network systems for conferences, trade shows, and corporate events.</li><li>Install and configure switches, routers, access points, and cabling to meet client specifications.</li><li>Provide onsite troubleshooting and technical support, rapidly resolving connectivity issues during event operations.</li><li>Work collaboratively with IT, facilities, and event teams to ensure consistent, high-quality network performance.</li><li>Document setup configurations, perform pre-event testing, and manage equipment inventory.</li><li>Adhere to security guidelines and best practices for guest and staff data protection.</li></ul>
2026-03-14T00:00:00Z

Business Analyst

Jacksonville, FL
onsite
Contract / Temporary to Hire
25.6025 - 29.645 USD / Hourly
We are looking for a skilled Business Analyst to join our team in Jacksonville, Florida. This position offers a contract with the possibility of transitioning into a long-term role based on performance. The ideal candidate will bring expertise in financial analysis, process improvement, and software systems to effectively support organizational goals. Responsibilities: • Conduct detailed financial analysis, including cash flow forecasting, budgeting, and variance analysis. • Create and maintain reports such as KPI dashboards and trial balance summaries. • Collaborate with cross-functional teams to identify and address gaps in processes, utilizing Agile Scrum methodologies. • Analyze trends and provide actionable insights to improve business operations. • Participate in month-end and annual close processes to ensure accurate financial reporting. • Review and document business processes to identify opportunities for improvement. • Utilize Sage 300 and other accounting software to manage financial data efficiently. • Investigate variances and prepare detailed explanations to support decision-making. • Assist in the development and implementation of process improvements to optimize workflows. • Support call center operations by analyzing customer service metrics and recommending enhancements.
2026-03-14T00:00:00Z

Accounts Payable Specialist

Sheboygan Falls, WI
onsite
Temporary
25 - 30 USD / Hourly
We are looking for a detail-oriented Accounts Payable Specialist to join our team on a contract basis in Sheboygan Falls, Wisconsin. In this role, you will play a vital part in overseeing and executing the accounts payable function, ensuring accuracy and compliance with established processes. This position offers an opportunity to collaborate with various departments and vendors while managing high-volume invoice processing. Responsibilities: • Process approximately 100 invoices daily or 500 invoices weekly with precision and efficiency. • Perform three-way matching of purchase orders, receivers, and invoices to ensure proper documentation. • Manage weekly check runs, wire transfers, and manual check processing. • Collaborate with departments such as cost accounting, purchasing, traffic, and manufacturing to resolve discrepancies. • Apply sales and use tax rules accurately during invoice processing. • Voucher invoices into the Workwise system and address received-not-vouched items weekly. • Act as a liaison with vendors to resolve disputes and discrepancies in charges. • Support the annual external audit by providing necessary documentation and assistance. • Maintain accurate electronic records for retention and compliance purposes. • Assist with credit card processes and perform other duties as assigned.
2026-03-14T00:00:00Z

Accounting Specialist

Milwaukee, WI
onsite
Temporary
0 - 0 USD / Yearly
We are looking for an experienced Accounting Specialist to join our team on a long-term contract basis in Milwaukee, Wisconsin. This role requires a detail-oriented individual with expertise in accounts payable, accounts receivable, and general accounting functions. The ideal candidate will play a key role in maintaining accurate financial records and ensuring smooth day-to-day operations. Responsibilities: • Process accounts receivable invoices and statements efficiently and in a timely manner. • Accurately record, reconcile, and investigate issues within receivable accounts. • Respond to customer inquiries regarding pricing disputes, credit requests, return statuses, purchase order numbers, and account-related questions. • Record credit card payments and ensure proper documentation. • Support the Controller with tasks related to collections, debits, credits, and other accounting matters. • Serve as a backup for customer service by handling orders when needed. • Assist with month-end and year-end financial preparation and company close-outs. • Complete additional projects and duties as assigned.
2026-03-14T00:00:00Z

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Hedge Fund Accountant

San Francisco, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant| San Francisco| Hybrid; 1 day in office Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space. The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth. Responsibilities<ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Finance Manager at Top VC Firm

San Mateo, CA
onsite
Permanent
145000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting & Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Management Company Accountant

San Francisco, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accountant, Management Company| Global Investment Firm| San Francisco| Hybrid Join a leading global private investment firm managing billions in capital. You’ll be part of a collaborative accounting and tax team that values learning, open communication, and long-term growth. The firm offers fully paid health coverage, generous PTO, profit sharing, paid meals, an onsite gym, and education support. Ideal for someone who wants to build a long-term career in accounts payable while contributing to process improvements. Responsibilities<ul><li>Review, code, and process invoices and semi-monthly payments (ACH and checks)</li><li>Partner with teams to obtain approvals and resolve vendor inquiries</li><li>Audit expense reports and reconcile corporate cards</li><li>Maintain vendor records, including tax documentation</li><li>Support bank transactions, journal entries, and expense analysis</li><li>Assist with 1099s, use tax, and fixed asset tracking</li><li>Contribute to system enhancements and process documentation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Finance Manager

Oakland, CA
onsite
Permanent
145000 - 185000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Staff Accountant

Spokane, WA
onsite
Temporary
35 - 40 USD / Hourly
A Spokane-based nonprofit is seeking an experienced interim Senior Accountant or Controller to join on an interim basis. This role requires someone with a strong understanding of foundational accounting (especially debits vs. credits) and the ability to step in quickly to manage core accounting responsibilities with accuracy, independence, and minimal ramp‑up. This is an on-site opportunity approximately 32 hours per week. Key Responsibilities<ul><li>Perform month-end close from start to finish, including:</li><li>Journal entries</li><li>Accruals and amortizations</li><li>Prepaid schedules</li><li>Fixed asset schedules</li><li>Deferred revenue GLs</li><li>Complete and clean up complex reconciliations across the general ledger.</li><li>Conduct GL cleanup: identify errors, correct entries, and ensure accounts reflect accurate activity.</li><li>Apply strong knowledge of foundational accounting — especially understanding debits vs. credits and what should have occurred in the financials.</li><li>Work through established close schedules and supporting documentation with light instructions.</li><li>Independently understand accounting logic, complete tasks, and bring forward questions or exceptions as needed.</li><li>Reduce workload for the Accounting Director by taking on senior-level tasks and backlog cleanup.</li></ul>
2026-03-14T00:00:00Z

Financial Planner - Fee-Only RIA

San Mateo, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Hedge Fund Senior Manager

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accounting Manager| San Francisco| Hybrid; 1 day in office Step into a high-impact leadership role with a top outsourced finance partner to hedge funds. You won’t just oversee engagements, you’ll be a trusted advisor to fund principals, helping drive strategy, strengthen infrastructure, and support growth. You’ll lead a sharp internal team, own meaningful client relationships, and operate at the center of complex, fast-moving investment platforms. The firm offers a flexible hybrid model with just one in-office day per week, generous PTO, and a culture built on trust, autonomy, and performance. Responsibilities<ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Own shadow books, NAV oversight, financials, valuations, audits, and tax coordination</li><li>Act as a primary contact for investor relations and operational due diligence</li><li>Review and elevate monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and manage relationships with prime brokers and custodians</li><li>Play a hands-on role in fund launches, vendor decisions, and strategic initiatives</li><li>Collaborate across compliance, legal, tax, and operations to keep platforms running seamlessly</li><li>Tackle regulatory reporting and high-level special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z