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47 results for Asset Manager in Concord, CA

Contracts Manager
  • Santa Clara, CA
  • remote
  • Temporary
  • 60 - 75 USD / Hourly
  • <p>AI company is seeking a dynamic and experienced Contracts Manager to join our team, focused on supporting complex SaaS contract negotiations and management. This is a fully remote position offering flexible hours that will ebb and flow between 10-40 hours per week based on business needs, providing an ideal environment for professionals who thrive in a fast-paced and adaptable setting. The ideal candidate will have at least 5-10+ years of experience negotiating SaaS agreements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, negotiate, and manage a broad range of SaaS, software licensing, and technology agreements with customers, vendors, and partners.</li><li>Collaborate with internal business teams to provide guidance on contractual issues, identify potential risks, and ensure alignment with business objectives.</li><li>Oversee the entire contract lifecycle from intake through execution, maintaining compliance with company policies and applicable regulations.</li><li>Support the improvement of contract templates, negotiation playbooks, and internal contracting processes to drive efficiency and minimize risk.</li><li>Work cross-functionally with sales, finance, IT, and operations in a fast-paced, technology-driven environment.</li><li>Stay current on trends and changes related to SaaS contracting and best practices.</li></ul><p><br></p>
  • 2026-02-27T00:00:00Z
Finance Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 145000 - 185000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager | Private Equity | Oakland | Hybrid </strong></p><p> </p><p>Our client is a <strong>leading private equity real estate investment firm</strong>. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.</p><p> </p><p>This is an opportunity to join a <strong>high-growth team</strong> with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Oversee third-party fund administrators</strong> 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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 120000 - 140000 USD / Yearly
  • <p>Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).</p><p>The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.</p><p>Analyze financial performance, support teams, and drive process improvements.</p><p>Manage working capital, month-end close, and vendor payments.</p><p>This is a hybrid position in San Francisco and relevant experience is highly preferred.</p><p><br></p><p><br></p>
  • 2026-03-13T00:00:00Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Temporary
  • 60 - 65 USD / Hourly
  • We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
  • 2026-03-12T00:00:00Z
Property Manager (Affordable Housing)
  • Oakland, CA
  • onsite
  • Temporary
  • 26 - 28 USD / Hourly
  • <p><strong>Section 8 Property Manager</strong></p><p><strong>Summary:</strong></p><p>Specializes in managing properties within HUD Section 8 housing programs and ensures compliance with government regulations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Administer HUD/Section 8 leases and recertifications</li><li>Coordinate property inspections and tenant documentation</li><li>Work closely with housing authorities</li><li>Resolve resident issues</li><li>Maintain compliance and reporting</li></ul>
  • 2026-03-06T00:00:00Z
Finance Manager - Private Equity Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 130000 - 160000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-28T00:00:00Z
Property Manager (Tax Credit/HUD)
  • Oakland, CA
  • onsite
  • Temporary
  • 27 - 30 USD / Hourly
  • <p><strong>Property Manager</strong></p><p><strong>Summary:</strong></p><p>Manages commercial or residential properties to maintain occupancy, maximize revenue, and uphold property standards.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee daily property operations</li><li>Handle tenant relations and lease administration</li><li>Coordinate maintenance and repairs</li><li>Monitor budgets and rent collections</li><li>Ensure regulatory compliance</li></ul>
  • 2026-03-06T00:00:00Z
Operations Manager at Wealth Management Firm
  • Alamo, CA
  • onsite
  • Permanent
  • 140000 - 200000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.</p><p>This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-08T00:00:00Z
Leasing Agent
  • Concord, CA
  • onsite
  • Contract / Temporary to Hire
  • 26.6 - 30.8 USD / Hourly
  • <p>We are looking for a Leasing Agent to join our team at a residential property in Concord, California. In this role, you will play a vital part in helping prospective tenants find their ideal housing, ensuring smooth move-ins, and maintaining high resident satisfaction. This is a Contract to permanent position, offering an excellent opportunity for growth in the property management field. Familiarity will affordable housing regulations is preferred. </p><p><br></p><p>Leasing Agent Responsibilities:</p><p>• Respond to inquiries from prospective tenants, providing detailed information about available units and property features.</p><p>• Conduct property tours to showcase units and highlight their benefits.</p><p>• Process rental applications, including performing credit and background checks.</p><p>• Prepare lease agreements and ensure all necessary documentation is completed accurately.</p><p>• Coordinate move-in processes to ensure a seamless experience for new residents.</p><p>• Market available units through effective advertising strategies to attract potential renters.</p><p>• Maintain strong relationships with current residents by addressing concerns and ensuring satisfaction.</p><p>• Collaborate with maintenance teams to ensure units are move-in ready and well-maintained.</p><p>• Utilize property management software, such as Yardi, to manage tenant records and property data.</p><p>• Uphold compliance with property management policies and local regulations.</p><p><br></p><p>If you are interested in this Leasing Agent position, please submit your resume today.</p>
  • 2026-03-10T00:00:00Z
Property Administrator
  • San Francisco, CA
  • onsite
  • Temporary
  • 25 - 25 USD / Hourly
  • <p>We are looking for a dedicated Property Administrator to oversee the operations of a residential community in San Francisco, California. This contract position offers the opportunity to ensure quality services while maintaining compliance with regulatory standards. The ideal candidate will possess strong leadership skills and a commitment to fostering positive relationships with residents, team members, and government agencies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the daily operations of the residential community to ensure efficient service delivery.</p><p>• Ensure compliance with requirements set by the U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government agencies.</p><p>• Lead and oversee team members, including assigning tasks, monitoring performance, and handling recruitment and personnel functions.</p><p>• Develop and maintain strong relationships with residents, staff, and external agencies.</p><p>• Monitor the financial health of the community, including preparing budgets, conducting financial analyses, and managing cash flow.</p><p>• Supervise billing, accounts payable, and accounts receivable processes to maintain accurate records.</p><p>• Utilize accounting and management software to streamline operations and reporting.</p><p>• Conduct regular assessments to identify and address operational improvements.</p><p>• Prepare and submit required reports to regulatory agencies in a timely manner.</p><p>• Ensure compliance with tax and certificate of occupancy requirements.</p><p><br></p><p>** If you&#39;re interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013394308 **</p>
  • 2026-03-03T00:00:00Z
Property Administrator
  • San Francisco, CA
  • onsite
  • Temporary
  • 25 - 25 USD / Hourly
  • <p>We are looking for a dedicated Property Administrator to join our team in San Francisco, California. This long-term contract position requires a detail-oriented individual to oversee administrative tasks, ensure compliance with regulations, and coordinate property maintenance. The ideal candidate will excel in tenant relations, maintaining property standards, and providing leadership within the management team.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed administrative tasks to support property management operations effectively.</p><p>• Review resident and property documentation to ensure compliance with applicable regulatory guidelines.</p><p>• Maintain thorough records and assist in preparing for audits and inspections.</p><p>• Lead the annual recertification process, including interviewing residents and gathering required documentation.</p><p>• Oversee timely and accurate recertifications in line with federal housing program standards.</p><p>• Provide leadership and guidance to staff, fostering communication and collaboration within the team.</p><p>• Coordinate with maintenance personnel and external vendors to resolve property issues promptly.</p><p>• Perform routine property inspections to identify maintenance needs and ensure overall upkeep.</p><p>• Address resident inquiries in a detail-oriented manner, facilitating services and promoting community engagement.</p><p>• Ensure smooth day-to-day operations of properties and uphold high management standards.</p><p><br></p><p>** If you&#39;re interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013396814 **</p>
  • 2026-03-10T00:00:00Z
Property Administrator
  • Oakland, CA
  • onsite
  • Temporary
  • 23.75 - 27.5 USD / Hourly
  • <p>The Community Manager (CM) ensures the efficient and safe management of an assigned Community. The CM is responsible for overseeing staff and property functions to ensure high-quality, safe housing for residents in a fiscally responsible manner. The CM is also responsible for building positive rapport and communication with residents, Board of Directors, Portfolio Manager, support staff, regulatory agencies, and other community constituents.</p><p><br></p><p>Key Responsibilities</p><p>• Contribute to caring and positive working and living environments for all employees and residents</p><p>• Manage the day-to-day operations of an assigned property</p><p>• Performs standard supervisory functions including team selection, initial and ongoing training and development, managing ongoing performance, and interpersonal matters</p><p>• Identify community resources to recruit staff vacancies in collaboration with the HR Department.</p><p>• Enforce CCH policies and procedures to ensure compliance with legal requirements and all administrative agency rules and regulations.</p><p>• Manage the resident waiting list to ensure compliance with Fair Housing and section 504 guidelines</p><p>• Prioritize and assign all work and projects amongst staff; Coordinate service work and monitor preventative</p><p>maintenance work; Ensure that work schedules are followed.</p><p>• Collaborate appropriately with internal and external business partners and vendors to ensure effective implementation of any improvements, repairs, and alike</p><p>• Prepare for site and other inspections (including INSPIRE, MOR and annual audit) by reviewing pertinent checklists and forms and ensuring that all requested documentation is located and accessible at the site (i.e. most recent audit, insurance policy, etc.).</p><p>• Ensure the successful day-to-day financial management of the property and maintain all necessary financial</p><p>records and files in good order. Work closely with the Portfolio Manager to develop the site’s annual budget.</p><p>• Administer the budget in a way that ensures a clean, safe and well-maintained building and environment for</p><p>residents and staff, while operating within +/- 5% variance of the approved budget.</p><p><br></p><p>• Direct the collection of rent, daily rent deposits, and communication of deposit information to the corporate office. Maintain an average 98% occupancy level or better.</p><p>• Market units in accordance with an approved marketing plan which considers all federal, state and local and</p><p>regulatory requirements.</p><p>• Process, complete and maintain accurate resident files at move-in and at each recertification within established</p><p>regulatory guidelines.</p><p>• Review all delinquent accounts and resident receivables and determine the necessary course of action to collect outstanding balances in consultation with the Portfolio Manager.</p><p>• Perform annual or more frequent inspections of units and follow up with housekeeping letters, preparation of</p><p>work orders and maintenance chargebacks to residents.</p><p>• Other duties as assigned.</p><p><br></p>
  • 2026-03-07T00:00:00Z
Property Administrator
  • San Francisco, CA
  • onsite
  • Contract / Temporary to Hire
  • 28 - 28 USD / Hourly
  • <p>We are urgently seeking a Temporary Case Manager to support our Program in Berkeley. This position is ideal for a candidate with strong residential case management experience who wants to make an immediate impact supporting Veterans.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct facility inspections and ensure adherence to safety protocols.</li><li>Maintain strong professional communication with residents, demonstrating effective de-escalation techniques as needed.</li><li>Coach Veterans in developing and progressing through Individualized Service Plans (ISPs).</li><li>Support goal setting and track progress with participants.</li><li>Collaborate with other onsite programs to maintain a safe, clean, and well-functioning facility.</li><li>Ensure prompt and appropriate food service delivery.</li></ul>
  • 2026-03-06T00:00:00Z
Property Administrator
  • Oakland, CA
  • onsite
  • Temporary
  • 25 - 27 USD / Hourly
  • <p><strong>Property Administrator</strong></p><p><strong>Summary:</strong></p><p>Provides administrative support for property management operations, ensuring accuracy in records and tenant correspondence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and process contracts, correspondence, and reports</li><li>Maintain property files and lease documents</li><li>Track rent payments and expenses</li><li>Support tenant communications</li><li>Assist with data entry and reporting</li></ul>
  • 2026-03-06T00:00:00Z
Property Administrator
  • Oakland, CA
  • onsite
  • Contract / Temporary to Hire
  • 21 - 23 USD / Hourly
  • We are looking for a dedicated Property Administrator to oversee and support the operations of a 17-unit affordable housing complex in Oakland, California. This Contract to permanent position offers the opportunity to manage tenant relationships, coordinate property maintenance, and handle administrative tasks in a dynamic and rewarding environment. The role is part-time and includes flexible hours, with potential onsite living arrangements available.<br><br>Responsibilities:<br>• Serve as the primary point of contact for tenants, addressing inquiries, resolving concerns, and ensuring satisfaction.<br>• Perform administrative duties such as managing documentation, correspondence, and reports using tools like Microsoft Office.<br>• Maintain strong communication with tenants, including Spanish-speaking residents, to foster positive relationships.<br>• Collaborate with contractors and vendors to oversee property upkeep and handle maintenance requirements.<br>• Assist in the day-to-day operations of the property to ensure efficiency and compliance with housing regulations.<br>• Support the transition of responsibilities from the current Property Manager to ensure seamless property management.<br>• Monitor property conditions and coordinate necessary repairs or improvements.<br>• Ensure adherence to affordable housing standards and guidelines.<br>• Manage tenant onboarding processes, including lease agreements and orientation.<br>• Provide occasional availability for weekend or after-hours needs as required.
  • 2026-02-13T00:00:00Z
Finance Manager | Bay Area Venture Capital Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 140000 - 180000 USD / Yearly
  • <p>Jennifer Fukumae with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a growing <strong>venture capital firm in the Bay Area</strong> to find a <strong>Senior Finance Associate or Finance Manager</strong> to join their finance team.</p><p> </p><p>This role offers hands-on experience with fund operations, investor reporting, and exposure to venture capital fund management.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain Fund and GP general ledgers, including investment transactions and allocations to limited partners</li><li>Prepare quarterly and annual financial statements</li><li>Support transaction operations, including financial data and documentation execution</li><li>Coordinate with audit and tax service providers, research technical accounting issues, and assist in audit and tax processes</li><li>Monitor cash positions for assigned funds</li><li>Calculate, record, and process capital calls and distributions</li><li>Review reporting packages prepared by fund admin accountants</li><li>Partner with Investor Relations to respond to LP inquiries</li></ul><p><br></p>
  • 2026-03-04T00:00:00Z
Brand Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000 - 120000 USD / Yearly
  • <p>We are looking for an innovative and detail-oriented Brand Marketing Manager to lead creative strategies and ensure operational excellence across marketing and business development initiatives. This role requires a dynamic individual who can seamlessly manage proposal preparation, presentation materials, and graphic design while collaborating to execute impactful marketing campaigns. </p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee internal business development efforts, ensuring timely delivery of proposals, presentations, and client-facing materials.</p><p>• Organize and maintain a comprehensive library of templates, resumes, project pages, images, and firm materials for efficient proposal creation.</p><p>• Coordinate contributions from design staff to meet deadlines and produce high-quality deliverables.</p><p>• Develop and implement strategies to strengthen client relationships and expand clientele.</p><p>• Design and produce marketing collateral, including social media content, newsletters, brochures, and website updates.</p><p>• Plan and execute award submissions, ensuring all materials meet industry standards.</p><p>• Manage project photography, from scheduling shoots to selecting final images for promotional use.</p>
  • 2026-02-24T00:00:00Z
Accounting Manager - Private Equity Firm
  • Oakland, CA
  • onsite
  • Permanent
  • 150000 - 165000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager | Private Equity | Oakland | Hybrid </strong></p><p> </p><p>Our client is a <strong>leading private equity real estate investment firm</strong>. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.</p><p> </p><p>This is an opportunity to join a <strong>high-growth team</strong> with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Oversee third-party fund administrators</strong> 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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
Financial Advisor
  • San Ramon, CA
  • onsite
  • Permanent
  • 100000 - 160000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
Financial Advisor
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000 - 125000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>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,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
Financial Advisor
  • San Ramon, CA
  • onsite
  • Permanent
  • 110000 - 150000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-28T00:00:00Z
Financial Advisor
  • San Francisco, CA
  • onsite
  • Permanent
  • 120000 - 160000 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2026-02-28T00:00:00Z
Fund Accounting & Valuations Manager
  • San Mateo, CA
  • onsite
  • Permanent
  • 145000 - 180000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting &amp; Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid</strong></p><p> </p><p>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.</p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-28T00:00:00Z
Strategic Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 180000 - 200000 USD / Yearly
  • <p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
  • 2026-02-27T00:00:00Z
Accounting Manager
  • Rutherford, CA
  • onsite
  • Permanent
  • 125000 - 140000 USD / Yearly
  • We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
  • 2026-03-06T00:00:00Z
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