We are looking for an experienced Senior Recruiter to join the team on a contract basis. This position focuses on leading full-cycle hiring for high-volume retail talent, with an emphasis on store-based roles and rapidly shifting workforce needs. The ideal candidate brings strong market insight, a results-driven approach, and the ability to build talent pipelines that support business growth in a fast-moving environment.<br><br>Responsibilities:<br>• Lead end-to-end recruitment efforts for large-scale retail hiring, managing requisitions from intake through accepted offer.<br>• Source and attract candidates for store-level positions, including sales, management, and visual merchandising talent.<br>• Build and maintain a steady pipeline of candidates with experience in Sales Associate roles to support ongoing hiring demand.<br>• Conduct candidate screening, coordinate interviews, evaluate qualifications, and guide the offer stage through completion.<br>• Partner with hiring stakeholders to understand staffing priorities and respond to urgent or changing store-level needs.<br>• Support recruitment campaigns tied to new store launches and other periods of concentrated hiring activity.<br>• Track performance indicators such as time-to-fill, requisition volume, and location-specific demand to inform recruiting priorities.<br>• Maintain accurate recruiting records using Excel, shared tracking tools, LinkedIn, and Indeed, while helping refine recruitment workflows and processes as the function evolves.<br>• Coordinate handoff of hired candidates to the onboarding team after offer acceptance to ensure a smooth transition.
<p>We are looking for an experienced Executive Recruiter to lead senior-level hiring initiatives for a global technology-focused organization. This 5 months contract opportunity is ideal for a detail-oriented recruiting specialist who brings strong judgment, executive presence, and a track record of managing complex leadership searches with discretion and precision. The role will focus on identifying, engaging, and securing top executive talent while serving as a trusted partner to senior stakeholders across the business.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end recruitment for executive and senior leadership roles, including vice president and C-suite level searches, with a high degree of confidentiality and professionalism.</p><p>• Develop targeted search strategies that combine passive talent outreach, market mapping, and long-range pipeline building to strengthen leadership succession efforts.</p><p>• Partner closely with senior executives, HR leaders, and cross-functional stakeholders to define hiring priorities, align on candidate profiles, and drive effective search execution.</p><p>• Advise decision-makers on executive talent trends, competitive hiring dynamics, and availability of leadership talent across relevant technology markets.</p><p>• Manage offer development and closing processes in coordination with Total Rewards, Legal, and HR partners, with attention to executive compensation components such as equity and sign-on structures.</p><p>• Build and present diverse executive candidate slates with relevant experience that reflect business needs and support inclusive hiring outcomes.</p><p>• Oversee and guide external search partners when engaged, ensuring service quality, process alignment, and strong candidate experience.</p><p>• Maintain accurate recruitment activity and candidate records within the applicant tracking system while supporting disciplined search management.</p><p>• Serve as a strategic recruiting advisor who can navigate sensitive searches independently and influence stakeholders at the highest levels of the organization.</p>
We are looking for a Recruiting Coordinator to support hiring operations for a team based in Palo Alto, California. This Long-term Contract position is ideal for someone who thrives in a fast-moving environment and can keep multiple recruiting activities organized with precision. The person in this role will help create a smooth candidate experience by managing interview logistics, maintaining recruiting workflows, and providing consistent administrative support across the hiring process.<br><br>Responsibilities:<br>• Arrange interviews across multiple calendars, ensuring candidates and interviewers receive accurate scheduling details and timely updates.<br>• Oversee day-to-day recruiting coordination tasks that keep the hiring process organized, efficient, and responsive.<br>• Maintain candidate and interview records within Ashby, keeping workflow stages and hiring activity current.<br>• Partner with recruiters and hiring teams to manage logistics and remove scheduling obstacles throughout the recruitment cycle.<br>• Support candidates through each interview step by communicating clearly, confirming details, and helping deliver a positive experience.<br>• Use Google Workspace and Google Meet to coordinate meetings, documentation, and recruiting-related communications.<br>• Track competing priorities in a high-volume setting and adjust plans quickly as hiring needs change.
<p>We are looking for a Talent Acquisition Coordinator to join a growing team in Sunnyvale, CA. This contract opportunity is well suited for an HR specialist who enjoys keeping recruiting activity organized, moving efficiently, and candidate-focused in a fast-paced software environment. In this role, you will partner with recruiters, hiring managers, and HR stakeholders to support interview logistics, hiring workflows, and onboarding coordination while maintaining accurate records and strong process discipline.</p><p><br></p><p>Responsibilities:</p><p>• Organize and manage interview scheduling for candidates and internal teams across varying calendars and time zones.</p><p>• Serve as a primary point of contact for applicants by delivering timely updates and creating a smooth, positive experience throughout the hiring process.</p><p>• Prepare and coordinate offer documentation, route approvals, and support the communication and acceptance process for new team members.</p><p>• Facilitate pre-employment steps such as background screening, required paperwork, and onboarding readiness activities.</p><p>• Maintain accurate recruiting records in related systems to support reliable reporting and process visibility.</p><p>• Oversee recruiting documentation, shared resources, and operational materials to ensure information remains current and accessible.</p><p>• Apply established compliance standards related to privacy, recordkeeping, and employment practices throughout recruiting activities.</p><p>• Use recruiting platforms, automation tools, and technology solutions to improve coordination efficiency and strengthen candidate engagement.</p><p>• Partner with Talent Acquisition, Human Resources, hiring teams, and candidates to keep recruiting operations aligned and moving forward.</p>
<p><strong>Position Summary</strong></p><p><strong>We are seeking a detail-oriented HR Coordinator</strong> to support day-to-day human resources operations. This role will assist with onboarding, employee records management, recruiting coordination, HR administration, and employee support while ensuring a positive employee experience.</p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate onboarding and new hire paperwork</li><li>Schedule interviews and support recruiting activities</li><li>Maintain employee records and HRIS data</li><li>Assist with benefits administration and employee inquiries</li><li>Support payroll processing and compliance documentation</li><li>Prepare HR reports, letters, and employment verifications</li><li>Partner with HR team on employee programs and initiatives</li></ul><p><br></p>
<p><strong>Contract to Hire Role - 100% on-site in Livermore, CA</strong></p><p><strong>Senior HR Generalist</strong> - Sole HR Person for the Organization</p><p><strong>Bilingual in English/Spanish highly preferred. </strong></p><p>We are looking for an experienced Sr. HR Generalist to support a dynamic organization in Livermore, California. This role will lead essential human resources activities across employee support, compliance, recruiting, benefits, and payroll. The ideal candidate brings broad HR expertise, sound judgment, and the ability to work independently while building strong partnerships across the business.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.</p><p>• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.</p><p>• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.</p><p>• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.</p><p>• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.</p><p>• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.</p><p>• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.</p><p>• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.</p><p>• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.</p>
<p>We are looking for an HR Coordinator to support core human resources operations and maintain accurate employee information while helping deliver a consistent, compliant HR experience. This 3–4-month Contract position is based in Union, California, and is ideal for someone who combines strong HR knowledge with hands-on experience in HR systems and day-to-day employee support. The role will contribute across talent administration, onboarding, benefits coordination, policy adherence in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage employee lifecycle activities, including recruitment administration, retention support, and separation processing, while keeping records accurate and current.</p><p>• Coordinate onboarding and training logistics to help employees transition smoothly into the organization.</p><p>• Maintain and update HRIS data, monitor record quality, and support reporting and analysis tied to workforce information.</p><p>• Assist with benefits administration by handling enrollments, changes, and employee questions in a timely manner.</p><p>• Help ensure HR practices align with applicable employment laws, internal policies, and required documentation standards.</p><p>• Support the development, communication, and consistent application of HR policies and procedures across the workforce.</p><p>• Contribute to workplace safety initiatives by helping track requirements, documentation, and related HR support activities.</p><p>• Provide assistance with HRIS implementation efforts and system-related process improvements, including work connected to UltiPro HRIS.</p><p>• Partner with internal stakeholders to address employee matters, organize information, and support ongoing HR operations.</p><p><br></p><p>If you are interested in this role, please apply today and call us at (510)421-6563</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a <strong>Treasury Banking Manager</strong> to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services.</p><p> </p><p>This is an ideal opportunity for someone who enjoys working in a <strong>smaller, collaborative environment where people wear multiple hats</strong>. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs.</p><p> </p><p><strong>What You’ll Do</strong></p><p> </p><p><strong>Client & Business Development</strong></p><ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul><p><strong>Strategy & Solutions</strong></p><ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul><p><strong>Team Management</strong></p><ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul><p><strong>Location:</strong> San Francisco, CA | <strong>Hybrid – 3 days onsite</strong></p><p><strong>Compensation:</strong> $115,000–$150,000 base + bonus</p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a well-established, employee-owned investment management firm seeking a <strong>Director of Business Operations</strong> to join its leadership team. This role offers the opportunity to serve as a key business partner across multiple functions and help support the continued growth and scalability of the organization. Reporting to senior leadership, the Director of Business Operations will play a vital role in strengthening infrastructure, improving processes, and supporting strategic initiatives across the firm.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Director of Business Operations will provide leadership across several core areas of the business, including fund administration, operations, compliance, human resources, technology, and office management. This individual will be instrumental in enhancing organizational effectiveness, driving operational excellence, and supporting long-term business objectives.</p><p>This is a highly collaborative position within a supportive, team-oriented culture that values professionalism, knowledge sharing, and continuous development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund administration activities, including board communications, regulatory updates, vendor management, financial oversight, tax coordination, and due diligence support.</li><li>Manage operational workflows and strategic initiatives that support business growth, including service provider agreements, product planning, and new product launches.</li><li>Support compliance-related activities, including policy reviews, regulatory filings, and committee participation.</li><li>Lead key human resources processes in partnership with external providers, including recruiting, onboarding, performance management, compensation administration, and employee development.</li><li>Oversee technology and information security initiatives in coordination with external technology partners.</li><li>Manage office operations, business continuity planning, facilities-related matters, and other infrastructure needs.</li><li>Participate in cross-functional committees and contribute to firm-wide initiatives and special projects as needed.</li></ul><p><strong>Culture</strong></p><p>This is an excellent opportunity for a polished operations leader who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A San Francisco-based private investment firm is seeking a <strong>Fund Accountant </strong>to join its close-knit and highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital, real estate, private credit, and other alternative investments. The platform partners with established investment managers and selectively pursues co-investment opportunities.</p><p> </p><p>The firm has a small, collaborative team environment where employees are encouraged to take ownership, contribute ideas, and make a meaningful impact. Because of the lean structure, this role is ideal for someone who is comfortable wearing multiple hats, working independently, and taking initiative, while also knowing when to ask questions and collaborate with the broader team.</p><p>The ideal candidate is resourceful, adaptable, detail-oriented, and team-oriented, with the ability to manage competing priorities and take ownership of responsibilities from start to finish.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and record a high volume of capital call and distribution notices ensuring transactions are accurately captured and properly reflected in the accounting records.</li><li>Maintain and reconcile fund accounting records, ensuring financial data is accurate, complete, and up to date.</li><li>Calculate quarterly management fees and legal expenses across the firm's investment funds.</li><li>Support the quarterly fund close process, following established procedures to review, reconcile, and finalize the general ledgers for all funds.</li><li>Prepare quarterly capital account statements for limited partners and general partners.</li><li>Assist with limited partner performance reporting, including the preparation of materials for annual investor meetings.</li><li>Support the annual audit process, including gathering requested documentation and preparing schedules and supporting materials.</li><li>Assist with the preparation and review of annual financial statements.</li><li>Partner with internal team members and external service providers to resolve accounting questions and ensure timely completion of reporting deliverables.</li><li>Take on additional accounting and operational projects as needed within a lean, fast-paced private investment environment.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing financial services firm is seeking a <strong>Director of Finance</strong> to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong <strong>hedge fund accounting and operations background</strong> who enjoys working directly with clients and taking ownership across the full fund lifecycle.</p><p> </p><p>This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul><p><br></p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Join a fast-growing fintech platform transforming how investors and wealth management professionals access and manage private market investments. This role offers the opportunity to play a key part in the operational infrastructure supporting a large and diverse portfolio of private investment funds. </p><p><br></p><p>As a <strong>Fund Operations Associate</strong>, you will oversee critical fund operations processes across the full investment lifecycle, including capital calls, distributions, cash management, investor data administration, and coordination with external service providers. The ideal candidate is highly detail-oriented, thrives in a fast-paced environment, and is passionate about delivering operational excellence while supporting the growth and scalability of a leading private markets platform.</p><p><br></p><p><strong>Why Join This Opportunity?</strong></p><ul><li>Join a rapidly growing private markets platform with significant growth and expansion opportunities.</li><li>Gain exposure to a large and growing fund portfolio while helping scale key operational functions.</li><li>Work closely with executive leadership and contribute to strategic business initiatives.</li><li>Enjoy comprehensive healthcare benefits, including full coverage for employees and eligible dependents.</li><li>Benefit from an unlimited PTO policy and a flexible, employee-focused culture.</li><li>Be part of a technology-driven organization modernizing and automating fund operations and investor workflows.</li><li>Help build scalable processes that improve efficiency, accuracy, and the overall investor experience.</li><li>Thrive in an entrepreneurial environment that values ownership, innovation, and continuous improvement.</li></ul><p><br></p><p><br></p>
<p>Jennifer Fukumae with Robert Half is partnering with a<strong> venture capital firm</strong> seeking a Fund Accounting Manager to join its lean Finance team. This is a hands-on opportunity for someone who enjoys owning fund accounting in-house and wants broad exposure to the full fund lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Own key areas of <strong>fund accounting and financial reporting</strong> across multiple VC funds.</li><li>Prepare capital statements, capital activity, and investor reporting.</li><li>Perform <strong>waterfall and carried interest calculations</strong>.</li><li>Support quarterly and year-end closes, audits, and tax-related deliverables.</li><li>Partner closely with the Controller, CFO, and Senior Accountant.</li><li>Ensure fund records and reporting are accurate, timely, and well maintained.</li><li>Work directly with leadership on ad hoc analysis and fund-related projects.</li><li>Coordinate time-sensitive reporting requests, including those involving international teams.</li></ul><p><br></p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Join a highly regarded, growth-oriented investment management firm with several billion dollars in assets under management. This is an excellent opportunity for a <strong>Fund Accountant</strong> to work within a lean, collaborative finance team, partnering closely with experienced senior finance leaders and gaining broad exposure across fund operations, accounting, and reporting. The team is collaborative, and entrepreneurial with lots of support for career growth.</p><p><br></p><p><strong>Highlights:</strong></p><ul><li>High-visibility role with direct exposure to senior finance leadership.</li><li>Opportunity to join a top-performing investment platform with significant growth.</li><li>Collaborative, approachable team culture with strong mentorship and development opportunities.</li></ul><p>The ideal candidate will have a background in tax, audit, fund administration, or fund accounting, preferably with experience supporting venture capital, private equity, or investment management clients. They should possess strong analytical, communication, and organizational skills, demonstrate a genuine interest in emerging technologies and AI, and bring a curious, proactive mindset with the ability to thrive in a fast-paced investment environment.</p><p><br></p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half is partnering with a <strong>highly respected, growing RIA</strong> seeking a Lead Wealth Architect to join its collaborative planning team.</p><p>This role is ideal for an experienced financial planner who enjoys working directly with <strong>high-net-worth clients</strong> and wants a clear path toward becoming a Lead Advisor.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Lead Advisors in client meetings and across the firm's wealth planning process.</li><li>Gather and analyze client financial information, goals, and priorities.</li><li>Develop comprehensive financial plans, investment policy statements, and portfolio reports.</li><li>Present planning recommendations and help implement strategies with clients and their outside professionals, including CPAs, estate attorneys, and insurance advisors.</li><li>Collaborate with Investment, Advisory, and Client Services teams.</li><li>Support client communications, presentations, and ongoing relationship management.</li><li>Help improve the firm's technology, planning, and document-management processes.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Tax Accountant | Family Office | Palo Alto; 2x week | Base + Bonus + Profit Sharing + Fully Paid Benefits</strong></p><p> </p><p>Join a <strong>highly respected Bay Area investment firm</strong> with a sophisticated family office supporting its venture platform and affiliated families. This is a great opportunity to join a <strong>stable, collaborative finance team</strong> with strong tenure while gaining exposure to complex <strong>HNW and investment-related tax matters</strong>.</p><p> </p><p>The role offers <strong>strong work-life balance, profit sharing, fully paid benefits</strong>, and the opportunity to work closely with an experienced leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare tax returns for <strong>HNW individuals, partnerships, and fiduciary entities</strong></li><li>Prepare quarterly tax estimates and annual extensions</li><li>Support complex individual returns, including <strong>investment-related K-1s</strong></li><li>Research tax issues and assist with technical questions</li><li>Respond to tax notices and support resolution</li><li>Assist with tax planning and special projects</li><li>Handle highly <strong>confidential financial information</strong> with discretion</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>A growing wealth management firm seeking an experienced <strong>Lead</strong> <strong>Wealth Architect</strong> to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary advisor for client relationship management, retention, and growth.</li><li>Build strong client relationships through proactive communication and personalized advice.</li><li>Develop and oversee comprehensive financial plans, investment recommendations, and wealth management strategies.</li><li>Provide guidance across investments, retirement, tax, estate, risk management, and broader financial planning needs.</li><li>Lead client meetings and ensure timely follow-up on planning recommendations and action items.</li><li>Collaborate with internal teams and external professionals to deliver coordinated client solutions.</li><li>Oversee portfolio implementation, asset allocation, and ongoing investment monitoring.</li><li>Review planning analyses, client reports, and account documentation for accuracy and quality.</li><li>Maintain client records and ensure compliance with regulatory requirements.</li><li>Utilize financial planning tools to develop customized recommendations and evaluate client strategies.</li><li>Identify opportunities to deepen existing client relationships and support business development initiatives.</li><li>Contribute to strategic projects and initiatives that enhance client service and operational excellence.</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Mentor and coach associate advisors, supporting their professional development and progression within the organization.</li><li>Provide guidance on client planning, relationship management, investment processes, and operational best practices.</li><li>Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.</li></ul><p><strong>Who You Are:</strong></p><ul><li>Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.</li><li>Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.</li><li>Strong leadership, communication, and relationship-building skills.</li><li>Commitment to fiduciary standards, ethical business practices, and exceptional client service.</li><li>Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.</li><li>Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing private equity investment firm with approximately $1B in AUM is seeking a <strong>Fund Controller</strong> to join its lean, entrepreneurial team. With the opportunity to support a growing investment platform and its next fund launch, this role offers significant ownership and visibility across the firm’s fund accounting and finance operations. It’s an ideal opportunity for someone ready to step into a true Controller-level position, broaden their technical expertise, and take on greater responsibility as the firm continues to scale.</p><p><strong>The Opportunity</strong></p><p>Reporting to the CFO, the Fund Controller will oversee fund and management company accounting while partnering closely with senior leadership, Legal, Investor Relations, and other internal teams. This is a highly visible role with broad exposure across the platform and significant opportunity to shape processes as the firm continues to grow.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, financial reporting, and related operations</li><li>Partner with the CFO and senior leadership on accounting, valuation, and financial matters</li><li>Support investor reporting, LP inquiries, and operational due diligence</li><li>Research complex accounting issues and develop practical solutions</li><li>Collaborate with the front office and gain exposure to the valuation process</li><li>Mentor and eventually manage the Accounting Manager and Senior Accountant</li><li>Help enhance processes and controls as the firm launches its next fund</li></ul><p> </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Senior Fund Accountant | Prosperous Venture Capital Firm | Menlo Park | Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p><br></p><p>Comp includes a <strong>strong base and bonus, phantom carry participation</strong>, generous 401(k) match, <strong>unlimited PTO and 100% employer-paid medical, dental, and visio</strong>n for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A San Francisco-based private investment firm is seeking a <strong>Fund Accountant </strong>to join its close-knit and highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital, real estate, private credit, and other alternative investments. The platform partners with established investment managers and selectively pursues co-investment opportunities.</p><p> </p><p>The firm has a small, collaborative team environment where employees are encouraged to take ownership, contribute ideas, and make a meaningful impact. Because of the lean structure, this role is ideal for someone who is comfortable wearing multiple hats, working independently, and taking initiative, while also knowing when to ask questions and collaborate with the broader team.</p><p> </p><p>The ideal candidate is resourceful, adaptable, detail-oriented, and team-oriented, with the ability to manage competing priorities and take ownership of responsibilities from start to finish.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and record a high volume of capital call and distribution notices ensuring transactions are accurately captured and properly reflected in the accounting records.</li><li>Maintain and reconcile fund accounting records, ensuring financial data is accurate, complete, and up to date.</li><li>Calculate quarterly management fees and legal expenses across the firm's investment funds.</li><li>Support the quarterly fund close process, following established procedures to review, reconcile, and finalize the general ledgers for all funds.</li><li>Prepare quarterly capital account statements for limited partners and general partners.</li><li>Assist with limited partner performance reporting, including the preparation of materials for annual investor meetings.</li><li>Support the annual audit process, including gathering requested documentation and preparing schedules and supporting materials.</li><li>Assist with the preparation and review of annual financial statements.</li><li>Partner with internal team members and external service providers to resolve accounting questions and ensure timely completion of reporting deliverables.</li><li>Take on additional accounting and operational projects as needed within a lean, fast-paced private investment environment.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>Financial Advisor – San Mateo CA (Hybrid)</strong></p><p>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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
<p>Jennifer Fukumae with Robert Half is partnering with a<strong> venture capital firm</strong> seeking a Fund Accounting Manager to join its lean Finance team. This is a hands-on opportunity for someone who enjoys owning fund accounting in-house and wants broad exposure to the full fund lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Own key areas of <strong>fund accounting and financial reporting</strong> across multiple VC funds.</li><li>Prepare capital statements, capital activity, and investor reporting.</li><li>Perform <strong>waterfall and carried interest calculations</strong>.</li><li>Support quarterly and year-end closes, audits, and tax-related deliverables.</li><li>Partner closely with the Controller, CFO, and Senior Accountant.</li><li>Ensure fund records and reporting are accurate, timely, and well maintained.</li><li>Work directly with leadership on ad hoc analysis and fund-related projects.</li><li>Coordinate time-sensitive reporting requests, including those involving international teams.</li></ul><p><br></p>