20 results for Senior Wealth Manager Ria in Marin City, CA

Wealth Analyst at Thriving RIA

San Ramon, CA
onsite
Permanent
80000 - 120000 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.
2026-03-31T00:00:00Z

Wealth Advisor - RIA Firm - Hybrid

Foster City, CA
onsite
Permanent
150000 - 170000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a highly respected, employee-owned RIA in the East Bay to hire a Financial Planner / Wealth Advisor who thrives in a relationship-driven environment and wants to make a meaningful impact with clients.This is an opportunity to step into a well-supported advisory seat where your focus is on what matters most—guiding clients through complex financial decisions and building long-term trust—not getting bogged down in operational noise. The OpportunityYou’ll take ownership of a defined book of approximately 80–100 client relationships, helping individuals and families navigate their financial lives with clarity and confidence. The firm emphasizes deep, ongoing partnerships, not transactional advice.With strong internal infrastructure across investments, operations, and marketing, you’ll have the support needed to stay focused on delivering high-quality advice and growing relationships. What You’ll Do<ul><li>Serve as the primary advisor for a portfolio of clients, providing comprehensive financial planning and investment guidance</li><li>Build lasting relationships by understanding each client’s goals, values, and long-term vision</li><li>Develop and execute customized financial plans spanning retirement, tax strategy, estate considerations, and philanthropic goals</li><li>Partner with external professionals (CPAs, attorneys, etc.) to coordinate complex financial situations</li><li>Guide clients through life transitions and evolving financial needs with a proactive, planning-first approach</li></ul> What Sets This Firm Apart<ul><li>Manageable client load: Advisors typically work with ~60–75 relationships, allowing for deeper, more meaningful engagement</li><li>Specialized client niches: Work alongside colleagues who focus on distinct client segments (e.g., tech professionals, attorneys, executives, medical specialists)</li><li>Strong team stability: High tenure and a collaborative, supportive culture</li><li>Employee ownership: 100% employee-owned with a clear path to equity participation</li><li>Inclusive environment: A diverse team with strong female representation across the firm</li></ul>
2026-03-31T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent
100000 - 150000 USD / Yearly
About the OpportunityThis is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you. What You’ll Do<ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-03-13T00:00:00Z

Financial Planner for RIA Firm $4B+ AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a Financial Planner to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—with only 2 days onsite! What You’ll Be Doing• Lead the development of comprehensive, customized financial plans for high-net-worth clients• Partner closely with Advisors and actively participate in client meetings as a financial planning expert• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation• Conduct in-depth research on planning strategies, regulatory updates, and industry trends• Maintain and optimize client data within financial planning platforms• Help shape and refine internal planning processes, policies, and best practices• Act as a key resource to Advisors on complex planning scenarios and evolving client needs
2026-03-27T00:00:00Z

Client Service Associate - RIA Firm

San Mateo, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-31T00:00:00Z

Wealth Advisor - SF RIA Firm - 3 Days Onsite

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
Reach out to Jennifer Fukumae with Robert Half’s Financial Services Division to learn about a fast-growing San Francisco–based RIA that is looking to add a Wealth Planning Associate / Wealth Manager to their team.This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role. What You’ll Do<ul><li>Partner with senior advisors to analyze client financial situations and develop holistic planning strategies</li><li>Assist in building and refining custom investment portfolios and asset allocation models</li><li>Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking</li><li>Create tailored financial proposals and presentations for prospective and existing clients</li><li>Collaborate with internal investment leadership to deliver portfolio recommendations</li><li>Help coordinate and manage client meetings while ensuring seamless execution</li><li>Contribute to team leadership and support overall workflow across advisory functions</li></ul>
2026-03-31T00:00:00Z

Senior Client Service Associate | East Bay RIA Firm!

Concord, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T00:00:00Z

Lead Financial Advisor at RIA - 3 days onsite

San Francisco, CA
onsite
Permanent
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Advisor | Wealth Management Firm | SF | Hybrid; 3 days onsite Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They’re known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships. The firm offers a collaborative, values-driven environment with real growth potential. You’ll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco. Responsibilities<ul><li>Partner with advisors to support high-net-worth clients </li><li>Build and deliver financial plans </li><li>Support tax, estate, and investment planning initiatives </li><li>Analyze portfolios and help develop client recommendations </li><li>Prepare client materials, proposals, and meeting follow-ups </li><li>Manage ongoing client engagement and day-to-day communication </li><li>Collaborate with senior advisors and investment team on tailored strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| 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.
2026-03-27T00:00:00Z

Senior Finance Manager

Redwood City, CA
remote
Temporary
70 - 85 USD / Hourly
Robert Half Management Resources is looking for an experienced Senior Finance Manager to join one of our clients on an interim basis. In this role, you will play a pivotal part in overseeing financial planning and analysis (FP&A) operations, ensuring smooth execution of forecasting processes and strategic financial initiatives. Ideal candidates will thrive in a fast-paced environment and possess a strong background in SaaS or Private Equity-backed organizations. Responsibilities:• Lead the development and maintenance of comprehensive three-statement financial models, including P&L, Balance Sheet, and Cash Flow forecasting.• Manage revenue forecasts and SaaS metrics, ensuring precision in subscription-based financial environments.• Oversee billings forecasting to provide accurate visibility into cash collections and bookings.• Prepare and present executive-level financial reports and board presentations with actionable insights.• Facilitate monthly close processes, including conducting detailed variance analysis between forecasts and actuals.• Support long-term strategic planning initiatives and create ad-hoc financial models for stakeholders.• Collaborate with leadership to refine and execute financial strategies aligned with organizational goals.• Utilize advanced financial tools such as Workday Adaptive Planning to enhance forecasting accuracy and efficiency.• Ensure compliance with revenue recognition standards and maintain integrity in software-related financial reporting.
2026-03-31T00:00:00Z

Senior Finance Manager | VC Firm

Palo Alto, CA
onsite
Permanent
160000 - 190000 USD / Yearly
Jennifer Fukumae with Robert Half's Finance and Accounting is partnering with a well-established venture capital organization with a long history of investing in innovative, high-growth companies is seeking a Finance Manager or Senior Finance Manager to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups. About the RoleThis position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting. The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran. Key Responsibilities<ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul>
2026-03-31T00:00:00Z

Private Wealth Relationship Manager - 1 Day/Wk in office!

Orinda, CA
onsite
Permanent
95000 - 110000 USD / Yearly
Please apply here and ping me on LinkedIn at Jeffrey Abrams. A fee-only Registered Investment Advisory firm operating under a fiduciary standard, focused on delivering personalized financial guidance. The firm provides retirement planning, investment management, and holistic financial advisory services, emphasizing long-term client relationships and acting in clients’ best interests at all times. Role SummaryThis is a client-facing operations and relationship management role supporting financial advisors and ensuring a seamless client experience. The position combines administrative precision with strong interpersonal skills, involving account setup, asset transfers, reporting, and ongoing client service. The individual will serve as a key point of contact between clients, internal teams, and external custodians, while also helping deepen client relationships and introduce additional advisory services where appropriate. Key Responsibilities<ul><li>Support onboarding of new clients and account transitions</li><li>Process account paperwork, transfers, distributions, and RMDs</li><li>Coordinate with custodians to execute account-related requests</li><li>Maintain accurate records in CRM and track client requirements</li><li>Schedule client meetings and support advisor workflows</li><li>Communicate client needs internally and ensure timely follow-up</li><li>Assist with client engagement initiatives and special projects</li></ul>
2026-04-02T00:00:00Z

Financial Planner - RIA Firm - East Bay 2 days Onsite

Lafayette, CA
onsite
Permanent
120000 - 140000 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-03-31T00:00:00Z

Senior Accounting Manager

San Francisco, CA
onsite
Permanent
160000 - 180000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR ACCOUNTING MANAGER /DIRECTOR Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting. Responsibilities:• Manage the financial close process, ensuring accuracy and timely completion of reports.• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.• Monitor cash security processes, including disbursement approvals and account reconciliations.• Provide financial data and reports to support transactions, financing, and capital planning initiatives.• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.• Mentor and develop a team of accounting professionals, fostering growth and accountability.• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.
2026-03-20T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Recruitment Manager - Financial Services Division

San Francisco, CA
onsite
Permanent
75000 - 90000 USD / Yearly
Do you have a background in audit, accounting, or finance but enjoy the relationship side of the business and want to stay connected to the industry in a more dynamic role?Jennifer Fukumae and the Robert Half Finance & Accounting Financial Services Division are looking to add a Recruitment Manager to our growing team in the Bay Area.This role is ideal for someone with a finance or accounting background who wants to leverage their industry knowledge while building relationships, helping professionals advance their careers, and partnering with some of the top financial services firms in the Bay Area.Think of it as the best of both worlds—you stay connected to the finance industry while building a career in consultative recruiting and business development.What You’ll DoThis role is a dynamic 50/50 blend of business development and recruiting, giving you the opportunity to build both client partnerships and candidate networks.Business Development (50%)<ul><li>Build relationships with leading RIAs, private equity firms, venture capital funds, hedge funds, and investment managers across the Bay Area</li><li>Partner with hiring managers and executives to understand their finance and accounting hiring needs</li><li>Serve as a trusted advisor helping firms build high-performing teams</li><li>Identify new client opportunities and grow existing partnerships</li></ul>Recruiting (50%)<ul><li>Source, interview, and place top accounting and finance talent into direct-hire roles</li><li>Coach candidates through the interview process and guide them through career decisions</li><li>Build long-term relationships with professionals across public accounting, investment management, and corporate finance</li><li>Match the right candidates with the right opportunities</li></ul>Why This Role Is Exciting<ul><li>Stay connected to the finance and accounting industry without being behind a spreadsheet all day</li><li>Work with top-tier Bay Area firms and leadership teams</li><li>Build a strong professional network across the financial services community</li><li>Help professionals make career-changing moves</li></ul>Compensation & Growth<ul><li>Competitive base salary</li><li>Uncapped commission structure with significant bonus potential</li><li>The opportunity to build a highly lucrative career based on your performance</li><li>Career growth within one of the world’s leading talent solutions firms</li></ul>
2026-03-31T00:00:00Z

Finance Manager - Venture Capital Firm

Menlo Park, CA
onsite
Permanent
135000 - 185000 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.
2026-03-31T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture Capital Compensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z

Fund Manager

San Jose, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture CapitalCompensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z

Fund Manager

Foster City, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Fund Accounting Manager / Sr. Manager – Venture CapitalCompensation: $150K – $180K + bonus Location: Menlo Park, CA (Hybrid) Perks: 100% covered health benefits, profit-sharing 401(k), free meals, collaborative culture This is more than a fund accounting role—this is a seat at the table in one of the most dynamic corners of venture capital.You’ll join a high-performing team managing multi-billion-dollar VC funds, with exposure across the full lifecycle—from capital deployment to exits. The platform has backed some of the most transformative companies early and continues to deploy capital at scale. What You’ll Do<ul><li>Own fund and GP general ledgers, including investments, accruals, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Lead capital calls, distributions, and cash management across funds</li><li>Partner with leadership and external providers on audit and tax processes</li><li>Review fund admin reporting and ensure accuracy across LP communications</li><li>Work cross-functionally with Investor Relations and internal stakeholders</li></ul>
2026-04-02T00:00:00Z