200 results for Wealth Advisor in San Francisco Bay Area Ca
Wealth Advisor<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Wealth Advisor, CFP</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Millbrae; Hybrid</p><p><strong>Salary:</strong> $150-170k + Bonus</p><p> </p><p>A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis.</li><li>Analyze financial scenarios to identify opportunities and provide strategic recommendations.</li><li>Deliver engaging, interactive financial presentations during client meetings.</li><li>Prepare for and participate in quarterly client reviews, offering valuable financial insights.</li><li>Manage the onboarding process for new client accounts, ensuring a seamless experience.</li><li>Liaise with custodians to resolve service-related issues efficiently.</li><li>Contribute to business growth initiatives and client acquisition efforts.</li></ul><p> </p>Wealth Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Peninsula, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Financial Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Milbrae, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Financial Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Peninsula, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p><br></p>Financial Advisor<p>Please <strong>contact <u>Michelle Espejo via LinkedIn or Email</u> </strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. <strong>HYBRID </strong>work schedule. </p><p>Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.</p><p><br></p><p><strong>Some Responsibilities of a Financial Advisor:</strong></p><ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices.</p><p><br></p><p>As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul><p><br></p>Client Service Associate - Wealth Mangement Firm<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>Associate Director of Operations, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Associate Financial Advisor/Planner, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p> </p><p><br></p>Senior Accountant, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Accountant </p><p>Location: San Francisco 100% onsite </p><p>Salary: 85k-100k base salary + bonus </p><p> </p><p>About the Company: This company operates in the property management and real estate sector, ensuring meticulously maintained financial operations and reporting in a professional business environment. They also value compliance, budgeting, and interdepartmental coordination.</p><p> </p><p>Key Responsibilities:</p><ul><li>Monitor various aspects of financial operations and reporting including account payables and receivables, revenue, and expenses.</li><li>Participate in month-end close activities and prepare monthly financial reporting packages.</li><li>Review and monitor cash flow forecasts for multiple bank accounts and projects as needed.</li><li>Coordinate and prepare documentation for the annual tax returns on certain properties.</li><li>Work closely with the Property Management team in the preparation of annual budgeting.</li></ul><p> </p><p><br></p>Client Service Associate<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Los Gatos, CA (on-site to start, then hybrid option)</p><p><strong>Comp</strong>: $60-90k base salary + bonus (DOE)</p><p> </p><p>We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving with 500mAUM and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.</li><li>Assist with banking procedures such as, account openings, wire transfers, and account maintenance. </li><li>Ensure client's documentation are kept up to date.</li><li>Communicate and build rapport with clients and offer client solutions when appropriate.</li></ul><p><br></p>Lead Advisor - Holistic Financial Planning Firm<p>Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently.</p><p><br></p><p>Responsibilities:</p><p>· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.</p><p>· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.</p><p>· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.</p><p>· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.</p><p>· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions.</p><p><br></p><p>For immediate consideration please reach out to Jeff Abrams via LinkedIn</p>Client Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: Client Analyst/Associate </strong></p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco - Hybrid</p><p><strong>Comp</strong>: $90-125k</p><p><br></p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p><br></p>Associate Financial Advisory/Planner<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p> </p><p><br></p>Client Service Associate/Trader<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate/Trader</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> East Bay</p><p><strong>Comp: </strong>$115-$130k</p><p> </p><p>A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!</p><p> </p><p>Job Duties:</p><ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul><p><br></p>Tax Planning and Advisory - Family Office / Private Equity<p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p>Manager of Finance, Planning<p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul>Associate Investor Relations, Investment Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>CFO<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>Financial Planning & Analysis Manager<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>Controller<p>We are seeking a Controller to join our East Bay team. This role is crucial for managing and overseeing all aspects of our financial operations, from accounts payable and receivable to cash management and regulatory compliance. As Controller, you will also have the opportunity to work with various software platforms such as Sage Intacct, Buildops, and Jonas, which are central to our operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the management of accounts payable and receivable using Sage Intacct, Buildops, and Jonas software.</p><p>• Act as the primary contact for cash management, applications, and reconciliations.</p><p>• Establish and enforce robust financial policies, procedures, and internal controls to ensure regulatory compliance and protect company assets.</p><p>• Produce precise and timely financial reports, including income statements, balance sheets, cash flow statements, and variance analyses, using specialized accounting software.</p><p>• Analyze financial performance against budgeted targets and provide insights and recommendations to enhance efficiency and profitability.</p><p>• Work closely with department heads to facilitate the annual budgeting process, revenue forecasting, expense allocation, and capital expenditure planning.</p><p>• Coordinate financial audits and assessments, engaging with external auditors, tax advisors, and regulatory agencies as necessary.</p><p>• Maintain comprehensive and current accounting records, documentation, and supporting schedules using the designated software platforms.</p><p>• Lead and mentor the accounting team, including the Accounts Receivable Department, the Accounts Payable Department, and the Payroll Department, ensuring effective communication, teamwork, and detail-oriented development.</p><p>• Prepare and analyze Work in Progress (WIP) reports to monitor project costs, revenue recognition, and project completion status, providing insights into project profitability and resource allocation.</p><p>• Offer financial guidance and support to department managers and project teams, assisting in decision-making and resource allocation.</p><p>• Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles.</p><p>• Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization.</p><p>• Ensure the accuracy of annual financial statements.</p><p>• Collaborate with CPA to ensure all tax preparation is complete.</p><p>• Verify the correctness and accuracy of Sales Tax filings.</p><p>• Act as the 401k plan administrator.</p>