<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.</p><p> </p><p>The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A San Francisco–based well-known tech company is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with sales, procurement, and product teams in a fast-paced environment. The Contracts Manager will manage the full contract lifecycle for vendor, service provider, and business agreements, serving as a key liaison between internal stakeholders and external parties. This role ensures that contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full contract lifecycle, including drafting, reviewing, negotiating, executing, and renewing agreements</li><li>Review and negotiate vendor, service provider, and business contracts to support firm operations</li><li>Draft, review, negotiation, and manage MSAs, SOWs, NDAs, and related commercial contracts</li><li>Ensure all contracts are accurate, compliant with company policies, and aligned with risk and regulatory standards</li><li>Serve as the primary liaison between internal stakeholders (sales, procurement, product) and external vendors</li><li>Track contract obligations, deadlines, renewals, and amendments using contract management systems</li><li>Identify contractual risks and escalate issues as needed, proposing practical mitigation strategies</li><li>Support continuous improvement of contract templates, processes, and documentation workflows</li></ul>
<p>Growing AI company is seeking a Contracts Manager to support our sales team in reviewing and negotiating SaaS agreements. This role will work closely with sales, business, and cross-functional stakeholders to manage the contract process, help move deals forward, and support efficient resolution of contract issues. The ideal candidate will have direct experience in a similar contracts management capacity within the technology industry. This position is remote so candidates from around the US are encouraged to apply. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, draft, and negotiate a variety of commercial agreements, including SaaS agreements, master services agreements, order forms, nondisclosure agreements, and related customer-facing contracts</li><li>Partner closely with sales teams to support contract negotiations and help accelerate deal closure</li><li>Identify contractual risks, escalate legal or business issues as appropriate, and propose practical solutions</li><li>Manage contract workflows, redlines, approvals, and execution processes</li><li>Maintain and improve contract templates, clause libraries, and playbooks</li><li>Coordinate cross-functionally with legal, sales, security, finance, and business teams throughout the contracting process</li><li>Track contract status, key terms, and renewal or obligation dates as needed</li><li>Support process improvements related to contract lifecycle management and commercial operations</li></ul><p><br></p>