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33 results for Portfolio Manager in Livermore, CA

Asset Manager

Stockton, CA
onsite
Temporary / Contract
27.55 - 31.9 USD / Hourly
We are looking for an experienced Property Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards. Responsibilities:• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.Proper
2026-07-06T00:00:00Z

Project Manager

San Francisco, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Project Manager to lead the creation and rollout of a global Workplace Experience Playbook that supports hospitality-focused office operations in San Francisco, California. This long-term contract position will drive discovery, journey mapping, documentation, and stakeholder readiness to establish consistent workplace standards ahead of a major office launch. The role works closely with workplace, security, IT/AV, and event-related partners to translate operational needs into practical processes, governance, and user guidance. Responsibilities:• Lead a multi-phase project to build a comprehensive workplace operations playbook that defines service standards, workflows, and governance for office experiences.• Facilitate cross-functional interviews and working sessions to gather operational insights, identify friction points, and align stakeholders on priorities and delivery goals.• Review current workplace technologies and usage patterns to assess effectiveness across reservations, calendars, registrations, and related employee-facing tools.• Create detailed journey maps for employees, assistants, planners, executives, board members, and external visitors, covering both digital interactions and in-office experiences.• Produce clear operational documentation that outlines scheduling rules, space prioritization, service procedures, and decision-making responsibilities.• Coordinate with security, IT/AV, workplace experience, and real estate partners to ensure processes reflect compliance, hospitality, and technical requirements.• Support change management and stakeholder enablement efforts by preparing training materials, communications, and adoption guidance for new workplace standards.• Track project milestones, risks, feedback, and reporting metrics to keep the engagement on schedule and aligned with launch expectations.
2026-07-10T00:00:00Z

Project Manager

Pleasanton, CA
remote
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Project Manager to coordinate integrated marketing initiatives and keep complex campaigns moving efficiently from initial concept through launch and analysis. This Long-term Contract position is fully remote, and will support cross-functional teams in delivering digital and traditional programs that strengthen brand visibility, generate demand, and drive lead generation. The ideal candidate brings strong organizational discipline, clear communication skills, and the ability to manage multiple stakeholders, external partners, and reporting workflows in a fast-paced environment. Responsibilities:• Direct the planning, scheduling, and delivery of multi-channel marketing programs, ensuring each initiative stays aligned with scope, milestones, and launch objectives.• Act as the central point of coordination for campaign execution by organizing timelines, monitoring dependencies, and keeping internal partners informed throughout the project lifecycle.• Work closely with creative, content, digital, product marketing, and sales teams to shape campaign goals, refine messaging, define asset needs, and confirm performance measures.• Oversee day-to-day engagement with agency partners by managing briefs, reviewing deliverables, guiding approvals, and tracking deadlines and status updates.• Manage campaign configuration and performance monitoring within Salesforce, supporting accurate lead tracking, segmentation, attribution, and testing activities.• Analyze results across marketing channels by developing dashboards, summaries, and post-campaign recaps that identify outcomes, insights, and opportunities for improvement.• Maintain strong communication rhythms through status meetings, progress updates, launch readiness checklists, and retrospective discussions with stakeholders.• Partner with sales and marketing operations teams to strengthen lead routing, audience targeting, segmentation strategies, and conversion processes.• Recommend and implement workflow improvements that increase visibility, reduce inefficiencies, and support more effective campaign management across teams.
2026-07-10T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm 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 legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-07-06T00:00:00Z

Property Manager

San Jose, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to oversee daily residential property operations in California. This contract position with potential for a permanent opportunity is ideal for someone who can balance tenant support, lease administration, and property upkeep while maintaining a well-run community. The role requires a hands-on, detail-oriented individual who can coordinate maintenance needs, address resident concerns, and help create a safe, organized, and welcoming living environment. Responsibilities: • Build strong tenant relationships through consistent communication about lease timelines, community expectations, and important property updates. • Monitor resident adherence to property policies and address issues appropriately to support a respectful and positive atmosphere. • Direct maintenance and repair work by coordinating service requests, following up on completion, and helping keep the property in excellent condition. • Perform routine inspections of buildings and shared areas to verify cleanliness, safety, and overall functionality. • Manage vendor and contractor partnerships to ensure quality service, timely response, and reliable support for property needs. • Oversee leasing activities, including application review, background screening, renewal discussions, and preparation of lease-related documentation. • Track rent collections, maintain accurate payment records, and follow up appropriately on outstanding balances. • Respond quickly to urgent property issues such as plumbing, electrical, or security-related concerns to minimize disruption for residents. • Support a strong sense of community by helping organize resident engagement efforts and resolving tenant disputes fairly and appropriately.
2026-07-10T00:00:00Z

Wealth Management Manager

San Francisco, CA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an Operations Manager - Wealth Management. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-11T00:00:00Z

Finance Manager

San Francisco, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote). Responsibilities:• Review complex commercial opportunities and provide financial guidance that supports sound business decisions• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts
2026-07-09T00:00:00Z

Finance Manager

San Jose, CA
onsite
Permanent / Full Time
140000 - 240000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Product Manager

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Job TitleProduct Manager, Trust & Assurance Company OverviewA leading technology organization is building advanced platforms that enable organizations to operate more intelligently and securely in complex environments. Focused on integrating data, systems, and emerging AI capabilities, the company serves enterprise and highly regulated sectors that require reliability, transparency, and strong governance. Their mission centers on enabling scalable, responsible innovation while maintaining rigorous standards for trust and performance. Role SummaryThe Product Manager, Trust & Assurance will own critical systems that define how secure, reliable, and auditable the platform operates. This role is central to ensuring that organizations in regulated environments can confidently deploy advanced technologies by establishing robust controls around identity, permissions, governance, and system behavior. Based in Los Angeles, CA, this position plays a key role in shaping foundational product capabilities that directly impact enterprise adoption and long-term growth. Key Responsibilities<ul><li>Define and own the product strategy for identity, access management, and permissions frameworks</li><li>Develop guardrails and approval workflows that govern system actions and enforce responsible usage</li><li>Build and manage audit and traceability features, ensuring complete visibility into system behavior and user interactions</li><li>Lead the development of evaluation and monitoring tools that validate system performance and consistency over time</li><li>Translate regulatory and compliance requirements into scalable, productized solutions</li><li>Partner closely with engineering, design, and leadership to drive product direction and execution</li><li>Establish frameworks for secure deployment across various environments, including restricted or isolated systems</li><li>Drive roadmap prioritization for trust and assurance features that influence enterprise adoption</li><li>Communicate product vision, trade-offs, and progress clearly to cross-functional stakeholders</li></ul>Compensation & Benefits<ul><li>$150,000-$200,000</li><li>Comprehensive benefits package</li><li>Health, dental, and vision coverage</li><li>Performance-based incentives and potential equity participation</li></ul>Additional Details<ul><li>Work model: On-site</li><li>Collaborative, small-team environment with high ownership and impact</li><li>Emphasis on thoughtful product development and long-term value creation</li></ul>
2026-06-23T00:00:00Z

Product Manager

San Francisco, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Product Manager to support a recently launched web and mobile platform that helps self-represented court users move through legal processes with greater clarity and confidence. This Long-term Contract position is based in San Francisco, California, and will play a key role in guiding product improvements, strengthening user adoption, and shaping future capabilities, including AI-driven enhancements. The ideal candidate will connect business priorities, court stakeholders, technical teams, and external partners to keep initiatives organized, practical, and forward-looking. Responsibilities: • Act as the central point of coordination among business stakeholders, court leadership, internal technology teams, and outside development partners to ensure shared understanding and execution. • Elicit, organize, and refine business needs by developing clear requirements, workflow documentation, process maps, and supporting project records. • Oversee collaboration with third-party vendors, track progress against deliverables, and address communication gaps that could affect timelines or outcomes. • Evaluate current product workflows to uncover usability, process, and functional issues, then recommend solutions that improve effectiveness and user experience. • Contribute to enhancement efforts for web and mobile applications by supporting user research, usability reviews, testing activities, and release readiness. • Monitor project health by identifying urgent issues, surfacing risks early, and helping teams maintain momentum across active initiatives. • Record key business and technical decisions, including operational guidance and rationale behind selected approaches or technologies. • Partner with stakeholders to support AI-enabled mobile and digital product initiatives and help define opportunities for future expansion into additional service areas. • Translate user feedback and operational insights into prioritized product enhancements that support long-term adoption and growth.
2026-07-10T00:00:00Z

VP of Finance | Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: San Francisco (Hybrid)Compensation: $250,000–$300,000 Total Cash Compensation + Carry An established and rapidly growing early-stage investment firm is seeking a Vice President of Finance to join its leadership team. This is a highly visible role that will work directly with the firm's partners and leadership team, helping drive both the financial infrastructure and operational growth of the organization. The firm manages multiple investment vehicles, is actively raising additional capital, and offers the opportunity to play a meaningful role in scaling the business during an exciting period of growth. Position OverviewReporting directly to senior leadership and partnering closely with an external CFO, the VP of Finance will oversee core finance and accounting functions while also supporting a broad range of strategic and operational initiatives.This role is ideal for someone who enjoys wearing multiple hats and wants exposure beyond traditional fund accounting responsibilities. Key ResponsibilitiesFinance & Accounting (Approximately 50%)<ul><li>Oversee fund and management company accounting activities</li><li>Manage financial reporting, audits, and fund administration relationships</li><li>Review capital calls, distributions, and investor reporting</li><li>Support portfolio valuation processes</li><li>Maintain financial controls and operational best practices</li></ul>Operations & Strategic Projects (Approximately 50%)<ul><li>Support fundraising and investor relations processes</li><li>Partner with leadership on operational initiatives and special projects</li><li>Evaluate and improve internal systems, workflows, and technology</li><li>Assist with implementation of new tools and automation initiatives, including AI-driven solutions</li><li>Contribute to firmwide operational strategy and scaling efforts</li></ul>
2026-07-11T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 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.
2026-07-02T00:00:00Z

Project Analyst

San Mateo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent Responsibilities:• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.• Communicate with tenants regularly to monitor satisfaction and assess space requirements.• Draft and distribute tenant memos, notices, and other communications as needed.• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.• Organize and support community events to foster tenant engagement and satisfaction.• Assist in the management of commercial property operations, ensuring compliance and efficiency.
2026-06-12T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
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. Responsibilities:<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>
2026-06-12T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-07-10T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-07-06T00:00:00Z

Partner Marketing Manager

San Francisco, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
We are looking for a Partner Marketing Manager to lead collaborative marketing initiatives that strengthen partner engagement and expand market reach in San Francisco, California. This Long-term Contract position will focus on building and delivering integrated campaigns, events, and demand generation programs with strategic partners while working across a dynamic, cross-functional environment. The ideal candidate brings strong B2B marketing expertise, excellent project management skills, and the ability to turn partner relationships into measurable business impact. Responsibilities: • Design and execute joint marketing initiatives with software, integration, and channel partners to increase brand visibility, customer interest, and solution adoption. • Create and oversee comprehensive partner marketing plans, including schedules, milestones, financial tracking, and success measurements. • Lead the delivery of partner-facing events and programs such as webinars, sponsored engagements, in-person activations, and virtual campaigns from planning through results analysis. • Work closely with sales, alliances, product marketing, and broader marketing teams to align campaign messaging and support shared go-to-market objectives. • Monitor program effectiveness by evaluating campaign data, summarizing outcomes, and recommending improvements to enhance future performance. • Manage several marketing projects at once while maintaining quality, meeting deadlines, and keeping initiatives within approved scope and budget. • Support strong partner collaboration through consistent communication, coordination, and enablement throughout each stage of execution.
2026-07-09T00:00:00Z

Financial Planning Manager | Established RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-30T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Financial Advisor

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Project Accountant

Fremont, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-06-12T00:00:00Z