<p>We are looking for an experienced Lifecycle Marketing Manager to join our client's team on a long-term contract basis in San Francisco, California. In this role, you will oversee the development and execution of innovative marketing strategies aimed at enhancing brand visibility and driving business growth. The ideal candidate will have a proven track record in B2B marketing and a strong understanding of digital marketing best practices.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive marketing campaigns to support business objectives and enhance brand recognition.</p><p>• Manage email marketing initiatives, including campaign creation, execution, and performance analysis.</p><p>• Strategically plan and oversee B2B marketing efforts to effectively target and engage key audiences.</p><p>• Collaborate with cross-functional teams to align marketing strategies with overall business goals.</p><p>• Monitor and analyze campaign performance metrics to inform future strategies and improve ROI.</p><p>• Ensure consistent brand messaging across all digital platforms and marketing materials.</p><p>• Conduct market research to identify trends and opportunities for growth.</p><p>• Manage budgets and allocate resources effectively to maximize campaign impact.</p><p>• Build relationships with external partners and vendors to support marketing activities.</p>
<p>Our client is seeking a Marketing Manager on-site in Burlingame, California. This position will oversee comprehensive marketing strategies and firm-wide events aimed at strengthening brand visibility, enhancing reputation, and achieving business development goals. This role combines strategic planning with hands-on execution in a dynamic legal environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain consistency with brand guidelines across all materials while identifying opportunities for brand enhancement.</li><li>Develop and oversee marketing assets like brochures, press releases, newsletters, articles, and presentations.</li><li>Manage website updates, SEO, email marketing campaigns, and social media accounts. Analyze digital performance and recommend optimizations.</li><li>Establish and maintain relationships with industry and mainstream media outlets. Draft press releases, coordinate interviews, and secure thought-leadership opportunities for attorneys.</li><li>Identify market trends and competitive insights to adjust strategies accordingly.</li><li>Develop and oversee the firm's marketing budget efficiently.</li><li>Review sponsorship opportunities and provide strategic recommendations for activating and maximizing impact.</li><li>Partner with attorneys to identify new business opportunities.</li><li>Craft customized marketing materials for client proposals and pitches.</li><li>Assist attorneys in preparing for speaking engagements and presentations.</li></ul>
We are looking for an experienced Sr. Compliance Analyst to review marketing materials for a leading Fintech organization. This is a contract position lasting 12 weeks, offering the opportunity to contribute to a fast-paced and innovative team. The ideal candidate will have expertise in consumer compliance regulations and a proven track record in the financial technology sector.<br><br>Responsibilities:<br>• Conduct detailed reviews of marketing materials to ensure compliance with applicable consumer protection regulations, including Reg E and Reg Z.<br>• Collaborate with cross-functional teams using tools such as Slack, JIRA, and Figma to address compliance concerns effectively.<br>• Identify and mitigate risks associated with UDAAP (Unfair, Deceptive, or Abusive Acts or Practices) in marketing content.<br>• Provide guidance on regulatory requirements and best practices to ensure adherence to industry standards.<br>• Maintain thorough documentation of compliance reviews and recommendations for internal record-keeping.<br>• Stay updated on changes in regulatory guidelines and assess their impact on marketing strategies.<br>• Work with compliance software to streamline review processes and ensure accuracy.<br>• Assist in developing and refining compliance frameworks to support marketing initiatives.<br>• Ensure timely completion of compliance reviews within the project timeline.<br>• Communicate findings and recommendations clearly to stakeholders across the organization.
<p>Robert Half is partnering with a <strong>leading global technology company</strong> to hire a <strong>Graphic Designer</strong> for their creative team. In this role, you’ll help set the vision for how the brand shows up across all customer touchpoints. You’ll collaborate closely with marketing, product, and leadership teams to launch new products, evolve the brand identity, and drive global growth. This position is ideal for a designer who thrives in a fast-paced environment and is passionate about crafting creative work that connects with customers.</p><p><br></p><p><strong>Job Title:</strong> Graphic Designer – Creative & Brand Experience</p><p><strong>Location:</strong> San Francisco, CA (hybrid, occasional in-office collaboration required)</p><p><strong>Contract Duration:</strong> 6 months (potential for extension)</p><p><strong>Hours:</strong> 40 hours/week</p><p><strong>Pay Rate:</strong> $57–$62/hour</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate with cross-functional teams to <strong>concept, design, and deliver creative assets</strong> that bring the brand to life across digital, social, retail, and marketing channels.</li><li>Develop <strong>clean, high-impact designs</strong> that align with brand guidelines and resonate with diverse customer audiences.</li><li>Partner with marketing, product, and leadership to <strong>launch new products</strong> and deliver creative that supports key business initiatives.</li><li>Evolve the <strong>visual identity</strong> and contribute to shaping the future of the brand’s look, feel, and storytelling.</li><li>Manage multiple projects in a <strong>fast-paced environment</strong>, ensuring consistency and high-quality execution across touchpoints.</li><li>Contribute to the development of <strong>design systems, templates, and creative toolkits</strong> to maintain a cohesive brand experience.</li></ul>
<p>One of my clients is seeking a <strong>Product Manager III</strong> to lead, design, and execute a comprehensive product management strategy in a collaborative environment—focusing on optimizing an agentic platform powered by <strong>generative AI</strong>. This platform delivers measurable value across the consulting engagement lifecycle, from initial discovery through project delivery and follow-up.</p><p><br></p><p>This role acts as the central resource for design, IT, QA, and marketing as the product moves from concept to launch. You’ll influence all phases of the product lifecycle, ensuring releases meet specifications, quality goals, and customer-centric outcomes, with a focus on measurable business impact. You’ll also promote emerging practices in ethical AI, data privacy, and enterprise governance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead discovery sessions, interviews, and continuous feedback loops to identify user needs, translating business challenges into AI-powered, scalable solutions.</li><li>Manage product strategy, roadmaps, and prioritization based on business objectives, customer insights, and market dynamics.</li><li>Collaborate with cross-functional teams through ideation, prototyping, delivery, and iteration—owning problem definition, validation, and ongoing impact measurement.</li><li>Define and document requirements, use cases, and prioritized features; iterate based on feedback and business value.</li><li>Represent the customer voice using research, benchmarking, and feedback; identify and address risks while championing governance and ethical AI practices.</li><li>Measure success through adoption, value delivery, and business outcomes—shifting engineering culture toward “value-first” principles.</li><li>Drive adoption through roadshows, live demos, onboarding, and training for consultants and clients.</li><li>Provide expert guidance to align team efforts with strategic priorities and oversee workflow improvements.</li><li>Partner with design teams to ensure best-practice, customer-facing experiences that improve satisfaction and engagement.</li></ul><p><br></p>
<p>We are seeking a Social Creative Director to support our tech client's Social Editorial Team. This is a long-term opportunity for a dynamic and innovative thinker with expertise in crafting social-first campaigns, creating impactful content, and leading creative executions that build engagement and brand awareness.</p><p><br></p><p>Key Responsibilities:</p><p>• Creative Leadership: Develop and execute compelling, innovative, and audience-centric social media content and campaigns across always-on calendars and full-funnel initiatives.</p><p>• Concept Development: Ideate and develop creative concepts for social content and campaigns that resonate with target audiences.</p><p>• Collaboration: Partner closely with the client’s in-house maker team, creative agencies, freelance talent, and production collaborators to turn bold concepts into real-world success stories.</p><p>• Cross-Functional Integration: Work with marketing, creative, and product teams to ensure social campaigns are integrated into broader marketing frameworks and objectives.</p><p>• Compliance & Alignment: Ensure that content aligns with brand guidelines and adheres to any legal or regulatory requirements.</p>
<p><strong>Financial Performance Analyst</strong></p><p><strong>San Mateo, CA</strong></p><p><strong>$90K–$125K + Bonus (DOE)</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a high-performing, collaborative investment team managing tens of billions in assets for a sophisticated client base. This is a <strong>high-visibility, project-driven role</strong> where your writing, analytical, and problem-solving skills will have a direct impact on client relationships and business growth.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li><strong>Craft winning RFP/RFI responses</strong> and client questionnaires with precision and insight.</li><li>Partner with sales, investment, and compliance teams to produce impactful marketing materials, fact sheets, and client presentations.</li><li>Manage and update performance databases, analyze investment data, and prepare tailored client reports.</li><li>Collaborate cross-functionally on special projects in a fast-paced, entrepreneurial environment.</li></ul><p> </p><p><strong>What We’re Looking For</strong></p><ul><li>Bachelor’s degree and <strong>2+ years</strong> of relevant experience (finance, marketing, data, or client service).</li><li>Exceptional written and verbal communication skills.</li><li>Strong analytical mindset and attention to detail.</li><li>Proficiency in Microsoft Office; experience with FactSet, Morningstar, or other investment tools a plus.</li><li>Ability to work <strong>onsite five days per week</strong>.</li></ul><p> </p>
<p>Robert Half is seeking a Talent Manager in the Walnut Creek/San Ramon territory, who thrives in a fast-paced, dynamic environment. This position will play a crucial role in driving our sales efforts, with a primary focus on outbound calls to strengthen relationships and increase revenue. This position is hybrid – in office/from home/visiting clients offsite. </p><p> </p><p> Responsibilities:</p><p> -Build client relationships through outbound calls, following up on leads to generate new business</p><p> -Develop and execute on sales strategies to meet and exceed sales targets</p><p> -Participate in meetings with prospective clients, presenting our services and solutions effectively</p><p> -Foster and maintain relationships with clients, identifying their needs, and proposing suitable solutions</p><p> -Work in a metrics-driven environment to ensure performance measurements are met</p><p> -Maintain a comprehensive understanding of the marketplace, competition, and industry trends</p><p> -Recruiting and coordinating candidates on job placements</p><p> -Communicate effectively with internal teams to ensure client satisfaction and timely fulfillment of job orders</p><p> </p><p> </p><p> </p>
We are looking for a motivated and customer-focused Sales Assistant to join our team in Stockton, California. This position is ideal for someone with a passion for sales and a dedication to building strong client relationships. The role involves guiding potential clients through our services, maintaining effective communication, and achieving sales goals.<br><br>Responsibilities:<br>• Provide detailed explanations of service costs and fees to prospective clients.<br>• Assist merchant clients with the application process for our services.<br>• Follow up with clients to build long-term relationships and obtain referrals.<br>• Use social media and online platforms to generate new leads.<br>• Develop and deliver personalized sales pitches tailored to client needs.<br>• Meet daily and monthly sales targets as determined by management.<br>• Prepare and present regular status updates and workload reports.<br>• Maintain professionalism and a positive attitude, even when handling objections.<br>• Stay informed on industry changes and adapt strategies accordingly.<br>• Communicate effectively with management and adhere to company policies.
We are looking for a motivated and dynamic Sales Assistant to join our team in Stockton, California. In this Contract-to-Permanent position, you will play a key role in connecting with potential clients, showcasing our products and services, and building strong relationships with merchant clients. This is an excellent opportunity for someone who thrives in a fast-paced sales environment and is eager to grow professionally.<br><br>Responsibilities:<br>• Present and explain the costs and benefits of our services to potential merchant clients in a clear and engaging manner.<br>• Guide clients through the application process, ensuring a smooth and positive experience.<br>• Maintain ongoing relationships with clients after sign-up to encourage satisfaction and secure referrals.<br>• Generate leads through social media platforms and online research to expand your client base.<br>• Create personalized sales pitches that effectively address client needs and objections.<br>• Regularly provide updates and reports on sales activities and progress as requested by management.<br>• Meet and exceed daily and monthly sales targets established by your manager.<br>• Stay informed about industry trends and adapt to changes to better serve clients and improve sales strategies.<br>• Communicate effectively with your manager and adhere to company policies and standards.<br>• Uphold professionalism, integrity, and respect in all client interactions and sales activities.
<p>As a Video Production coordinator, you'll play a crucial role on our internal creative team, collaborating with teammates and stakeholders to bring creative visions to life through filming, graphic animation design, and overseeing the editing of our client testimonial videos. You'll guide projects from concept to production and through post-production as needed. Be our main POC for all things post production related and keep the team on track and assets delivered on time.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>· Project Management: Manage complex, multi-faceted campaigns focusing on quality, staying within budget and on time delivery</p><p>· Brings verbal/audio and visual/video elements together in order to tell a cohesive and compelling story</p><p>· Manage the day to day communications with external vendors such as director, mgfx, video editor.</p><p>· Support marketing team with ensuring timely delivery of footage, edits and feedback from stakeholders from legal & compliance teams.</p><p>· Must be a team player, able to manage own time, personal workload and priorities to deliver high volume, quality work on schedule</p><p>· Effective communicator</p><p>· Strong project management skills, including the ability to manage multiple projects at once</p><p>· Able to actively participate in team brainstorming sessions and building relationships</p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p>We are seeking a dynamic, detail-oriented, and customer-focused team member to support a top-producing mortgage loan office. This pivotal role blends office administration, loan processing, customer service, marketing coordination, and office assistance. </p><p><br></p><p>Key responsibilities to include:</p><ul><li>Answering phones </li><li>Print, scan and collect documents to create a loan file for submission</li><li>Open escrow, order appraisals and insurance</li><li>Assist the loan officers and processors throughout the loan process, managing deadlines, follow-ups, and ensuring smooth transitions between milestones</li><li>Create and execute basic marketing campaigns (social media, email, print) to support brand awareness and referral generation</li><li>Act as a point of contact for clients, agents, and internal team members—ensuring all communication is timely and clear.</li></ul><p> </p><p><br></p>
<p>The <strong>Executive Assistant</strong> will support a wide range of functions related to planning, coordination, and execution of internal operations and client-facing programs. The <strong>Executive Assistant</strong> will be deeply involved in business development, logistics management, and project facilitation across various departments, including clinical, administrative, and academic units. Acting as a key point of contact for leadership, the <strong>Executive Assistant</strong> ensures seamless communication, organization, and delivery of critical tasks while representing the office in a professional and proactive manner.</p><p>WResponsibilities:</p><ul><li>Provide executive-level administrative support, including calendar management, meeting coordination, and internal communication on behalf of leadership</li><li>Lead or support projects aimed at improving internal operations, documenting project scope, timelines, and deliverables</li><li>Manage logistics for marketing initiatives, events, and internal/external client meetings</li><li>Prepare materials and collateral for events and presentations in alignment with strategic initiatives</li><li>Coordinate with vendors, consultants, and contractors during selection and engagement processes</li><li>Ensure operational processes and documentation comply with internal policies and quality standards</li><li>Monitor and support Care Coordination workflow to assist with patient inquiries and scheduling when necessary</li><li>Compile and synthesize data and reports for leadership review</li><li>Serve as a liaison between departments and external stakeholders to facilitate clear and efficient communication</li><li>Maintain confidentiality, prioritize tasks, and work independently with minimal supervision</li><li>Represent the office with professionalism and cultural sensitivity in all external engagements</li><li>Perform additional related duties as assigned</li></ul>
We are looking for an experienced Content Strategist to partner with senior executives in creating impactful and dynamic content for a variety of platforms. This position requires a creative thinker who can translate complex concepts into clear and engaging narratives while maintaining the executive’s unique voice. As a long-term contract position, this role offers the opportunity to work closely with leadership teams and contribute to influential thought leadership initiatives.<br><br>Responsibilities:<br>• Develop and refine keynote speeches, presentations, and scripts for executive-level events and engagements.<br>• Craft compelling thought leadership articles, blogs, and social media posts tailored to the executive's brand.<br>• Collaborate with cross-functional teams, including PR, marketing, and product, to align content strategies with organizational goals.<br>• Manage a comprehensive content calendar that reflects executive priorities and strategic initiatives.<br>• Provide editorial support for internal communications, ensuring clarity and consistency in messaging.<br>• Assist with personal brand development and positioning on both domestic and international platforms.<br>• Research and simplify complex topics, particularly in the realms of B2B software and AI, for various audiences.<br>• Travel occasionally to support major events, including in-person rehearsals, as required.<br>• Monitor emerging trends and incorporate innovative strategies into content planning.
We are looking for a skilled Project/Program Manager to lead and manage UX-focused initiatives within a dynamic healthcare environment. This long-term contract position is based in Oakland, California, and offers the opportunity to collaborate with cross-functional teams to ensure projects are delivered on time and within budget. The ideal candidate will have experience working with UX teams and a strong ability to coordinate efforts across multiple stakeholders.<br><br>Responsibilities:<br>• Develop and implement detailed project plans to achieve specific goals and milestones.<br>• Collaborate with management, production teams, and marketing staff to align project specifications and procedures.<br>• Monitor budgets and provide accurate cost estimates for project deliverables.<br>• Schedule and oversee project timelines to ensure deadlines are met efficiently.<br>• Facilitate communication between UX design, content research, publishing teams, and internal stakeholders.<br>• Participate in scrum meetings with product managers and IT teams, bringing UX perspectives into discussions.<br>• Utilize tools such as Smartsheet, Jira, and Planview to track project progress and resource allocation.<br>• Support strategic planning by optimizing methods, processes, and workflows.<br>• Ensure quality assurance by reviewing deliverables and maintaining high standards throughout the project lifecycle.
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Staff Accountant</strong></p><p><strong>Location:</strong> Concord, CA (On-site)</p><p><strong>Employment Type:</strong> Full-Time</p><p> </p><p> </p><p><strong>Position Overview</strong></p><p>Robert Half is seeking a detail-oriented Staff Accountant to support the financial operations of a growing company. This role is ideal for candidates who excel in data analysis, financial accuracy, and internal controls. The Staff Accountant will report directly to the VP of Finance and Operations and play a key role in maintaining the integrity of financial records.</p><p> </p><p><strong>Key Responsibilities:</strong></p><p> </p><ul><li>Process vendor invoices and ensure timely payments.</li><li>Maintain vendor records and manage W9s for accurate 1099 reporting.</li><li>Prepare international wire transfers and coordinate approvals.</li><li>Manage and reconcile credit card transactions.</li><li>Post journal entries and accruals to maintain accurate general ledger records.</li><li>Reconcile accounts receivable and verify customer payments.</li><li>Generate customer statements and follow up on outstanding balances.</li><li>Serve as a point of escalation for AR/AP issues.</li><li>Collaborate with internal teams to ensure transaction accuracy.</li><li>Generate daily exception reports for consumer and wholesale accounts.</li><li>Troubleshoot transaction errors and advise teams on reconciliation.</li><li>Calculate and post team payments and commissions.</li><li>Process employee expense reports and verify documentation.</li><li>Ensure compliance with GAAP and maintain internal controls.</li><li>Perform other duties as assigned.</li></ul><p> </p><p><strong>Team Collaboration:</strong></p><p> </p><ul><li>Identify process improvements to enhance productivity and reduce costs.</li><li>Pursue monthly professional development goals.</li><li>Uphold the company’s Mission, Vision, and Values.</li><li>Collaborate with cross-functional teams including sales, marketing, and operations.</li></ul><p><br></p>
<p><strong>Portfolio Administrator – Investment Operations</strong></p><p>A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio Administrator to join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial advisors and senior investment leadership.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment that prioritizes the well-being of its clients, staff, and communities.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Portfolio Administrator will be responsible for managing portfolio reporting, trading, and rebalancing processes. This position requires a high level of technical proficiency, attention to detail, and the ability to work across multiple platforms and systems. The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead portfolio reporting, rebalancing, and trade execution processes.</li><li>Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems.</li><li>Manage data integrations between custodians and CRM systems.</li><li>Ensure accurate portfolio setup and account configuration.</li><li>Monitor portfolios for exceptions and maintain data integrity.</li><li>Collaborate with advisors and investment committee on portfolio models and settings.</li><li>Communicate with custodians to ensure timely and accurate trade execution.</li><li>Generate and distribute quarterly client reports.</li><li>Document and improve workflows, policies, and procedures.</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive base compensation and performance-based bonus.</li><li>401(k) with guaranteed firm contributions and profit-sharing.</li><li>Fully paid medical, dental, and long-term disability insurance for employees and dependents.</li><li>Support for professional education and licensing.</li><li>Generous PTO, market holidays, and paid volunteer time.</li><li>Collaborative and flexible hybrid work environment.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>A reputable and distinguished real estate firm is seeking a Transactional Real Estate Associate to join their team. This opportunity is ideal for a detail-oriented and committed professional with 4+ years of experience managing complex transactions, including acquisitions, dispositions, leasing, and financing. The firm prides itself on fostering a collaborative work environment, offering hybrid remote flexibility, and providing opportunities to work on high-profile projects that impact the local community. This role also offers a clear path for long-term career growth.</p><p><br></p><p>Responsibilities:</p><p>• Draft, negotiate, and review legal documents for commercial real estate transactions, such as purchase and sale agreements, leases, financing contracts, and joint venture agreements.</p><p>• Oversee due diligence processes, including reviewing title, surveys, and zoning compliance, to identify and mitigate potential risks.</p><p>• Coordinate and lead transaction closings, ensuring smooth execution by collaborating with clients, opposing counsel, and internal teams.</p><p>• Advise clients on strategies for real estate development, acquisitions, dispositions, and leasing activities.</p><p>• Structure deals effectively and manage complex negotiations to achieve client objectives.</p><p>• Provide guidance on compliance with legal and regulatory requirements related to real estate projects.</p><p>• Collaborate closely with partners and clients to deliver tailored solutions for sophisticated real estate matters.</p><p>• Stay informed about industry trends and local market dynamics to offer strategic advice.</p><p>• Manage multiple projects and deadlines efficiently, ensuring high-quality results.</p>
We are looking for an experienced HR Generalist to oversee and implement key human resources programs with a focus on compensation, compliance, and HR systems. This role requires a detail-oriented individual with strong analytical skills, deep knowledge of compensation practices, and the ability to manage multiple HR processes effectively. Join our team in Sunnyvale, California, and contribute to a dynamic and growing organization.<br><br>Responsibilities:<br>• Maintain and manage job and pay structures to ensure internal equity and alignment with market standards through benchmarking and analysis.<br>• Oversee the planning, budgeting, and execution of merit increase and bonus programs, ensuring timely and accurate implementation.<br>• Lead the annual compensation review process, including analysis, recommendations, and execution.<br>• Evaluate and recommend salary adjustments and promotions to ensure consistency and compliance with company policies.<br>• Administer and manage employee recognition programs to foster engagement and motivation.<br>• Coordinate U.S. and EU sales incentive programs, ensuring accurate tracking and reporting.<br>• Oversee compliance programs such as non-discrimination testing, Form 5500 filings, and state-specific pay reporting requirements.<br>• Manage the functionality and data integrity of HR systems, including ADP Workforce Now and Oracle, identifying opportunities for optimization.<br>• Conduct regular audits of HR data to ensure accuracy and compliance with internal and external requirements.<br>• Partner with leadership to align HR strategies with business goals, supporting recruitment, performance management, and workplace safety initiatives.
<p>An international firm is seeking a Junior Attorney for their congenial San Jose office. This role offers mentorship from senior trial attorneys and the opportunity to gain substantive experience in litigation. The ideal candidate will possess 1 to 2 years of experience in professional negligence, product liability, or real estate-related litigation.</p><p><br></p><p>Responsibilities:</p><p>• Oversee overall case management, including drafting motions and handling discovery requests</p><p>• Conduct depositions and participate in court proceedings</p><p>• Develop and maintain strong relationships with existing clients</p><p>• Actively market the firm to new and potential clients through frequent and direct contact</p><p>• Have the ability to travel as this position may present opportunities for travel</p>
We are looking for a highly skilled and experienced Partner to join our law firm in San Francisco, California. In this role, you will play a pivotal part in advancing the firm’s strategic objectives by leading practice areas, fostering client relationships, and driving business growth. The ideal candidate will bring exceptional legal expertise, a proven track record in leadership, and a commitment to delivering outstanding client service.<br><br>Responsibilities:<br>• Build and maintain strong client relationships by understanding their needs and delivering tailored legal solutions.<br>• Lead and expand practice areas to align with the firm’s strategic goals and objectives.<br>• Identify business development opportunities and spearhead initiatives to attract new clients and engagements.<br>• Collaborate with attorneys and staff to foster a cooperative and productive work environment.<br>• Mentor less experienced team members to support their growth and development.<br>• Oversee billing, compliance, and administrative processes to ensure efficiency and adherence to legal standards.<br>• Monitor and manage revenue streams, addressing past-due accounts and resolving payment issues.<br>• Develop and implement strategic plans to enhance the firm’s market position and client offerings.
