14 Results for Managing Directorpartner Jobs in Sacramento, CA

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Financial Planning Associate

Walnut Creek, CA
remote
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. ResponsibilitiesFinancial Planning & Advisor Support<ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>
2026-10-15T00:34:10Z

Financial Planning Associate

Walnut Creek, CA
remote
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. Key ResponsibilitiesFinancial Planning & Advisor Support<ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>Investment Research & Portfolio Analysis<ul><li>Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.</li><li>Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.</li><li>Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.</li><li>Translate research and financial data into clear takeaways for Advisors and the broader planning team.</li><li>Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.</li><li>Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.</li></ul>
2026-10-16T15:44:03Z

Associate Advisor | $1B+ AUM in the East Bay!

Walnut Creek, CA
remote
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking an Associate Advisor to join its team. The Associate Advisor will work closely with Senior Financial Advisors to support an established book of client relationships, provide financial planning guidance, and develop customized solutions to help clients achieve their financial goals. This is an opportunity for someone looking to grow their advisory career while building meaningful, long-term relationships with high-net-worth clients. Responsibilities<ul><li>Support an established book of approximately 150 client relationships in partnership with and under the supervision of a Senior Financial Advisor.</li><li>Provide financial planning guidance, helping clients evaluate the advantages and disadvantages of various financial decisions based on their individual needs and goals.</li><li>Develop customized financial planning recommendations and solutions for existing and prospective clients.</li><li>Meet with clients as needed to review their financial goals, overall financial situation, and investment portfolios.</li><li>Maintain a strong understanding of and adherence to the firm's risk management practices, regulatory requirements, policies, and internal controls.</li></ul>
2026-10-12T17:44:12Z

Client Service Associate | RIA Firm

Walnut Creek, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-04T20:58:44Z

Fund Accountant | Reputable Private Equity Firm

San Francisco, CA
remote
Permanent / Full Time
105000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential. The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-10-04T20:58:44Z

Client Service Associate - RIA Firm in Walnut Creek

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-09T18:04:08Z

Accounting Manager/Supervisor

Livermore, CA
onsite
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight. Responsibilities: • Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data. • Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks. • Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements. • Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends. • Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones. • Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units. • Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions. • Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels. • Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
2026-09-30T16:14:09Z

Accounts Payable Clerk

Benecia, CA
onsite
Temporary / Contract
26.00 - 30.00 USD / Hourly
Join a Construction Team That Values Accuracy, Speed, and CollaborationRobert Half is partnering with a growing construction company seeking a skilled Accounts Payable Clerk to join its accounting team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment, thrives on detail, and understands the importance of keeping projects moving through accurate and timely payment processing.If you have experience handling vendor invoices, subcontractor payments, job cost coding, and construction-related documentation, this role offers the chance to make an immediate impact while building your accounting career. What You’ll Do<ul><li>Process vendor and subcontractor invoices with a high level of accuracy</li><li>Match invoices to purchase orders, receiving documents, and contracts</li><li>Verify coding to jobs, cost codes, and general ledger accounts</li><li>Prepare weekly check runs, ACH payments, and other disbursements</li><li>Reconcile vendor statements and resolve discrepancies in a timely manner</li><li>Maintain organized and complete accounts payable records and documentation</li><li>Assist with month-end close, reporting, and account reconciliations</li><li>Help track lien waivers, W-9s, certificates of insurance, and other compliance documents</li><li>Partner with project managers and internal teams to support payment workflows</li><li>Communicate professionally with vendors regarding payment questions and account issues</li></ul>
2026-10-16T15:44:03Z

Payroll Administrator

West Sacramento, CA
onsite
Permanent / Full Time
62400.00 - 75000.00 USD / Yearly
Amanda Warren is looking for a Certified Payroll Specialist to support subcontractor payroll compliance for construction projects in West Sacramento, California. This role focuses on reviewing certified payroll obligations, maintaining accurate compliance records, and coordinating with subcontractors and internal teams to keep documentation complete and current. The ideal candidate brings strong payroll knowledge, careful attention to detail, and the ability to manage multiple deadlines in a regulated environment. Responsibilities:• Evaluate newly executed subcontract agreements to determine prevailing wage, certified payroll, insurance, and related compliance obligations.• Track subcontractor adherence to applicable state and federal payroll standards throughout the life of each project.• Examine certified payroll submissions from subcontractors and lower-tier partners, confirming completeness, accuracy, and compliance with project requirements.• Audit and reconcile payroll and compliance data received from subcontractors, addressing inconsistencies before records are finalized.• Communicate with subcontractor contacts to obtain missing forms, signatures, and supporting documents in a timely manner.• Maintain organized databases and documentation systems that reflect each project's compliance status, insurance records, and subcontract requirements.• Partner with accounting teams to verify compliance milestones that may affect payment processing and release schedules.• Respond to internal and external questions related to payroll compliance, resolving issues efficiently to support project continuity.• Contribute to process improvement efforts by refining compliance workflows and maintaining current standard operating procedures.• Perform additional administrative or project-related duties as assigned to support departmental objectives.
2026-09-18T13:38:45Z

Administrative Assistant

Walnut Creek, CA
onsite
Temporary / Contract
23.00 - 28.00 USD / Hourly
About Robert Half:Robert Half is a specialized talent solutions and staffing firm that connects skilled professionals with leading companies across a variety of industries. Our team partners with organizations throughout the Bay Area to support hiring needs in Administrative, Customer Service, Finance & Accounting, Human Resources, and other professional disciplines. This is not an active opening with a specific client at this time. We are proactively connecting with Administrative Assistants interested in upcoming temporary and temp-to-hire opportunities. By applying, you'll have the chance to be considered for future roles that match your skills and career goals. Robert Half is always looking to connect with organized, detail-oriented Administrative Assistants who enjoy supporting busy teams and helping offices run efficiently. If you thrive in a fast-paced environment, enjoy coordinating schedules, and take pride in keeping things organized, we'd love to hear from you. Key Responsibilities:• Manage and maintain calendars, appointments, and meeting schedules for team members.• Coordinate conference calls, meetings, and office events.• Answer phones, respond to emails, and direct inquiries appropriately.• Prepare correspondence, reports, and other administrative documents.• Maintain organized filing systems, records, and office supplies.• Support data entry and assist with special projects as needed.• Provide general office support to ensure efficient day-to-day operations. If you are interested in this Administrative Coordinator position, please submit your resume today to be considered!
2026-10-02T15:53:48Z

Sr. HR Generalist

Livermore, CA
onsite
Temporary / Contract
40.00 - 40.00 USD / Hourly
Contract to Hire Role - 100% on-site in Livermore, CASenior HR Generalist - Sole HR Person for the OrganizationBilingual in English/Spanish highly preferred. 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. Responsibilities:• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.
2026-10-05T17:33:45Z

Associate

Napa, CA
onsite
Permanent / Full Time
110000.00 - 160000.00 USD / Yearly
A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal detail oriented who wants to further their career in a collaborative, client-focused environment. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Key Responsibilities: Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents. Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas. Represent clients in probate and trust administration proceedings. Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies. Stay current on developments in estate and tax law to ensure best practices and client service. Participate in firm business development and client relationship management efforts as needed.
2026-09-29T21:58:44Z

Senior Accountant

Folsom, CA
onsite
Permanent / Full Time
95000.00 - 120000.00 USD / Yearly
We are looking for a Senior Accountant to join a high-visibility finance team in Folsom, California, supporting a real estate development and construction business. This position offers broad involvement across core accounting activities, project-related financial work, and reporting responsibilities in a collaborative on-site environment. The role is well suited for someone who wants to deepen technical accounting skills, partner with operational teams, and build a long-term path into leadership. For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832. Responsibilities:• Record and review journal entries while maintaining accuracy and consistency across the general ledger.• Contribute to monthly, quarterly, and annual close activities, including reconciliations and supporting schedules.• Help prepare internal financial reports and provide reliable information for management review and decision-making.• Support development and construction accounting by tracking project costs, monitoring budgets, and investigating variances.• Partner with operations teams to understand project activity and ensure accounting reflects current construction and development progress.• Coordinate documentation related to lot closings and assist with settlement statements and supporting materials for review.• Oversee fixed asset accounting, including additions, transfers, retirements, and proper classification of related transactions.• Review property management entries, investment account reconciliations, and lease-related billing analyses for completeness and accuracy.• Work with external tax advisors by organizing financial information, assisting with projections, and supporting tax-related requests.
2026-10-05T14:04:14Z

Human Resources Generalist

Stockton, CA
onsite
Permanent / Full Time
65000.00 - 75000.00 USD / Yearly
We are looking for an HR Generalist to support core people operations and help create a positive, well-organized employee experience in Stockton, California. This role will partner with employees, managers, and HR leadership across day-to-day HR activities, including employee support, onboarding, performance processes, and administrative coordination. The ideal candidate brings sound judgment, strong organization, and the ability to manage sensitive matters with professionalism and accuracy. For immediate consideration please contact Nikhil Anand via LinkedIn or call (209) 227-1478. Responsibilities:• Address routine employee concerns, document relevant details, and resolve issues within established HR guidelines while referring higher-risk situations to senior HR leaders.• Advise employees and supervisors on company policies, standard procedures, and everyday HR practices to promote consistent application across teams.• Organize performance management activities by supporting goal-setting cycles, review timelines, manager documentation, and follow-through on required steps.• Assist with engagement efforts by helping administer surveys, collecting feedback, monitoring action items, and supporting internal communication initiatives.• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to deliver a smooth and consistent introduction to the organization.• Oversee offboarding administration by preparing documentation, coordinating departures, and helping ensure compliance with company requirements.• Provide operational HR support in areas such as benefits questions, open enrollment coordination, leave administration, retirement plan inquiries, and upkeep of employee records in HR systems.• Arrange training sessions and support HR communications and educational programs that strengthen employee understanding of workplace practices and culture.• Monitor HR workflows, reports, and administrative processes while identifying opportunities to improve efficiency, consistency, and standardization across operations.
2026-10-02T13:43:47Z

14 results for Managing Directorpartner in Sacramento, CA