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11 results for Operations Associate Wealth Management Firm in Mill Valley, CA

Client Services Associate at Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Senior Wealth Associate

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite 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.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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Financial Advisor - Wealth Management Firm

San Mateo, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Financial Advisor – San Mateo CA (Hybrid)A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients. If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation! Key Responsibilities<ul><li>Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance</li><li>Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations</li><li>Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)</li><li>Identify opportunities to deepen client relationships and introduce additional planning solutions</li><li>Partner with senior advisors on complex client needs while maintaining a high-touch service model</li><li>Support onboarding and integration of new clients into the firm</li><li>Maintain accurate client records and financial plans within CRM and planning systems</li><li>Stay current on market trends and evolving financial planning strategies</li></ul>
2026-04-21T00:00:00Z

Wealth Advisor - UHNW RIA Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Break into UHNW Wealth Management — Senior Wealth AnalystJennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline in the RIA space. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-04-21T00:00:00Z

Wealth Advisor -

Mountain View, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-04-21T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
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.
2026-04-17T00:00:00Z

Finance Treasury Associate - Global Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Treasury Associate | Investment Firm | Menlo Park | Hybrid; 3 days onsite Our client is a global investment platform delivering flexible financing solutions to high-growth, venture-backed companies. Known for its strength in debt, leasing, and equity, the firm partners with innovative businesses worldwide. Join a collaborative team with strong mentorship, exposure to senior leadership, and clear growth opportunities. Competitive benefits include a hybrid schedule, full health coverage and 401(k) match. Key Responsibilities:<ul><li>Forecast cash flow and manage liquidity </li><li>Oversee banking activity (wires, ACH) and relationships </li><li>Support cash management and working capital strategy </li><li>Perform reconciliations and resolve discrepancies </li><li>Monitor portfolio balances and delinquencies </li><li>Prepare treasury reporting and analysis </li><li>Maintain policies, ensure compliance, and drive process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Controller | Asset Management Firm

San Francisco, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Jennifer Fukuma with Robert Half Finance and Accounting is partnering with a growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-04-18T00:00:00Z

Valuations & Finance Associate - Top VC Fund

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-28T00:00:00Z

VC Valuation & Finance Associate

San Mateo, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z