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8 results for Ai Architect in San Francisco, CA

Associate Wealth Architect

Mountain View, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa Henry is partnered with a growing, client-focused wealth management firm seeking an Associate Wealth Architect to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success. The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues. Responsibilities:<ul><li>Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.</li><li>Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.</li><li>Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.</li><li>Collect and organize client financial information, goals, and objectives.</li><li>Analyze and review financial documents to support planning recommendations.</li><li>Assist in preparing financial plans, investment policy statements, and portfolio review materials.</li><li>Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.</li><li>Prepare client communications, presentations, and meeting materials.</li><li>Maintain and update client, prospect, and advisor records within firm systems.</li><li>Assist with technology initiatives, operational enhancements, and workflow improvements.</li><li>Support document management and process optimization efforts.</li></ul>
2026-09-04T00:00:00Z

Lead Wealth Architect

Mountain View, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Anisa Henry 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 wealth management firm seeking an experienced Lead Wealth Architect to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions. Key Responsibilities:<ul><li>Serve as the primary advisor for client relationship management, retention, and growth.</li><li>Build strong client relationships through proactive communication and personalized advice.</li><li>Develop and oversee comprehensive financial plans, investment recommendations, and wealth management strategies.</li><li>Provide guidance across investments, retirement, tax, estate, risk management, and broader financial planning needs.</li><li>Lead client meetings and ensure timely follow-up on planning recommendations and action items.</li><li>Collaborate with internal teams and external professionals to deliver coordinated client solutions.</li><li>Oversee portfolio implementation, asset allocation, and ongoing investment monitoring.</li><li>Review planning analyses, client reports, and account documentation for accuracy and quality.</li><li>Maintain client records and ensure compliance with regulatory requirements.</li><li>Utilize financial planning tools to develop customized recommendations and evaluate client strategies.</li><li>Identify opportunities to deepen existing client relationships and support business development initiatives.</li><li>Contribute to strategic projects and initiatives that enhance client service and operational excellence.</li></ul>Leadership & Team Development<ul><li>Mentor and coach associate advisors, supporting their professional development and progression within the organization.</li><li>Provide guidance on client planning, relationship management, investment processes, and operational best practices.</li><li>Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.</li></ul>Who You Are:<ul><li>Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.</li><li>Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.</li><li>Strong leadership, communication, and relationship-building skills.</li><li>Commitment to fiduciary standards, ethical business practices, and exceptional client service.</li><li>Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.</li><li>Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.</li></ul>
2026-09-04T00:00:00Z

AI Engineer (AI Data Privacy, Security & Governance)

San Ramon, CA
remote
Permanent / Full Time
85000 - 124000 USD / Yearly
obert Half is seeking a Software Engineer II – AI Engineer to analyze, design, program, debug, test, implement, and support the privacy, security, and governance controls that protect generative AI technologies. This role safeguards GenAI-enabled applications, including LLM-powered workflows, RAG pipelines, plugins, skills, and autonomous agents, by embedding data protection, security guardrails, and responsible AI governance across the development lifecycle. This role supports SDLC documentation across all phases, with a focus on data privacy, security guardrails, governance, compliance, and risk management. It also works with users to define requirements and support applications in production. What You’ll Do <ul><li>Design and implement data privacy controls, including PII/PHI detection, redaction, and data minimization. </li><li>Build security guardrails, including prompt-injection defense, jailbreak prevention, and output filtering. </li><li>Establish governance for plugins, skills, and agents, including registration, approval, and lifecycle management. </li><li>Review and vet third-party plugins, skills, and agent tools for security, privacy, and compliance risks. </li><li>Define and enforce access controls, authentication, and least-privilege permissions for AI components. </li><li>Implement guardrails for autonomous agents, including action scoping, tool-use restrictions, and human-in-the-loop approval. </li><li>Apply data classification, retention, and residency policies across GenAI data flows. </li><li>Monitor AI systems for policy violations, data leakage, and anomalous plugin, skill, or agent behavior. </li><li>Maintain audit trails and logging for plugin, skill, and agent activity. </li><li>Support compliance with regulations and frameworks, including GDPR, CCPA, and the EU AI Act. </li><li>Provide Level II production support for security, privacy, and governance incidents. </li><li>Support incident response, including containment, escalation, and remediation. </li></ul>
2026-08-18T00:00:00Z

Solutions Architect II – Azure, Microsoft 365 & AI

San Ramon, CA
remote
Permanent / Full Time
109000 - 172000 USD / Yearly
Solutions Architect II – Azure, Microsoft 365 & AIRobert Half is seeking a Solutions Architect II to design, document, and govern enterprise technology solutions across Microsoft Azure, Microsoft 365, and emerging AI platforms. This role partners with business stakeholders, project teams, engineering teams, and technology leadership to translate business requirements into secure, scalable, and supportable solutions that drive organizational efficiency and innovation.The ideal candidate brings strong expertise in Azure cloud architecture, Microsoft 365 technologies, security, identity management, and AI-enabled solutions. This individual will provide architectural leadership throughout the full project lifecycle, ensuring alignment with enterprise standards, governance frameworks, security requirements, and strategic technology roadmaps. Key Responsibilities<ul><li>Design end-to-end solutions leveraging Microsoft Azure, Microsoft 365, and AI technologies.</li><li>Develop architecture diagrams, technical documentation, implementation plans, and operational support models.</li><li>Lead architecture activities from concept through deployment and operational transition.</li><li>Ensure solutions meet business, security, compliance, scalability, performance, and cost optimization requirements.</li><li>Architect Azure environments including networking, identity, governance, monitoring, storage, application hosting, and AI services.</li><li>Design Microsoft 365 solutions utilizing Teams, SharePoint Online, Exchange Online, OneDrive, Intune, Power Platform, Defender, and Purview.</li><li>Develop identity and security architectures using Microsoft Entra ID, Conditional Access, Privileged Identity Management (PIM), and Zero Trust principles.</li><li>Evaluate and design AI-enabled business solutions leveraging Microsoft Copilot, Microsoft 365 Copilot, Azure OpenAI, Azure AI Services, Azure AI Foundry, ChatGPT, Claude, and Power Platform AI capabilities.</li><li>Partner with stakeholders to identify automation and AI opportunities that improve business processes and user productivity.</li><li>Contribute to architecture standards, governance processes, reference architectures, and technology roadmaps.</li><li>Facilitate architecture reviews, design workshops, and cross-functional collaboration efforts.</li><li>Mentor technical teams and provide architectural guidance across initiatives.</li></ul>
2026-08-06T00:00:00Z

AML Investigator

San Ramon, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a detail-oriented AML Investigator to support compliance operations for a long-term contract opportunity based in San Ramon, California. This onsite position requires working from the office five days per week and is well suited for professionals with early-career investigative experience in anti-money laundering and customer due diligence. The individual in this role will review potentially suspicious activity, document findings clearly, and help uphold regulatory standards across AML and KYC processes. A monthly performance-based bonus is available based on productivity. Responsibilities: • Conduct investigations into alerts, transactions, and customer activity to identify unusual patterns and potential financial crime risks. • Review account records and supporting documentation to assess whether activity aligns with AML, KYC, and BSA expectations. • Prepare clear, accurate case summaries that document research steps, findings, and recommended actions for compliance review. • Analyze data in Excel, including the use of formulas, to organize information and support investigative decisions. • Escalate high-risk matters when warranted and coordinate with internal compliance stakeholders to ensure timely resolution. • Maintain thorough and audit-ready records while following established procedures, regulatory guidelines, and internal controls. • Monitor productivity and case quality targets while managing an active investigation pipeline in a fast-paced environment.
2026-09-03T00:00:00Z

AP Specialist

Mountain View, CA
onsite
Temporary / Contract
32 - 42 USD / Hourly
The Accounts Payables Specialist is responsible for processing invoices, maintaining vendor records, and supporting timely payments while using NetSuite to manage daily accounts payable activities. In a mid-sized company, this role often works closely with procurement, accounting, and operations teams to ensure accurate coding, approvals, and reporting. Knowledge of systems such as Oracle NetSuite is commonly valued for finance and accounting professionals.Key Responsibilities<ul><li>Review, code, and enter vendor invoices into NetSuite in an accurate and timely manner. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and other supporting documents. Based on general knowledge.</li><li>Prepare and process payments, including checks, ACH, and wire transfers. Based on general knowledge.</li><li>Reconcile vendor statements and resolve discrepancies with suppliers and internal teams. Based on general knowledge.</li><li>Maintain vendor files, payment terms, and tax documentation. Based on general knowledge.</li><li>Assist with month-end close, AP aging, accruals, and reporting. Based on general knowledge.</li><li>Support internal controls and audit requests related to accounts payable transactions. Based on general knowledge.</li><li>Identify opportunities to improve NetSuite AP workflows and processing efficiency. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

AP Specialist

Palo Alto, CA
onsite
Temporary / Contract
32 - 42 USD / Hourly
Accounts Payable SpecialistThe Accounts Payables Specialist is responsible for supporting full-cycle AP operations, including invoice processing, payment preparation, and vendor communication, while using Microsoft Dynamics to manage transactions and records. In a mid-sized company, this role helps ensure timely disbursements, accurate financial data, and compliance with internal accounting procedures. Microsoft D365 is listed among the software proficiencies valued in finance and accounting hiring.Key Responsibilities<ul><li>Process high-volume vendor invoices in Microsoft Dynamics with accuracy and timeliness. Based on general knowledge.</li><li>Verify invoice details, coding, approvals, and supporting documentation. Based on general knowledge.</li><li>Match invoices with purchase orders and receiving records. Based on general knowledge.</li><li>Prepare weekly payment runs and support electronic and check payment processing. Based on general knowledge.</li><li>Reconcile vendor statements and investigate payment discrepancies. Based on general knowledge.</li><li>Assist with expense reporting, AP reporting, and month-end close activities. Based on general knowledge.</li><li>Maintain accurate vendor master data and support compliance with company policies. Based on general knowledge.</li><li>Collaborate with finance and operations teams to improve AP processes within Dynamics. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Salesforce Technical Architect (Software Engineer IV)

San Ramon, CA
remote
Permanent / Full Time
119000 - 180000 USD / Yearly
Robert Half and Protiviti operate one of the most advanced Salesforce ecosystems in professional services. We don't simply administer Salesforce—we leverage it as a core component of a hybrid cloud architecture connecting Sales Cloud, Azure, and enterprise platforms at scale. We are seeking a Salesforce Technical Architect to own the platform end-to-end and lead a distributed team of 10+ engineers across the U.S. and India. This is a hands-on architecture leadership role responsible for technical strategy, engineering standards, and key platform decisions. You will also lead major initiatives including Salesforce Data 360 (CDP), Agentforce expansion, and AI-enabled data and automation capabilities. What You'll Do Architecture & Platform Leadership Define when to leverage native Salesforce capabilities versus Azure-based Node.js or Python services. Design and oversee scalable integrations between Salesforce and internal or third-party systems using event-driven and near real-time architectures. Lead the implementation and evolution of Salesforce Data 360, Agentforce, and AI-powered data pipelines. Develop secure, scalable architectural patterns that support growth while maintaining governance and platform integrity. Proactively manage platform health using Salesforce Health Check and Optimizer. Engineering Governance & Quality Serve as the final authority for architecture reviews and technical design decisions. Establish engineering standards for a global development organization. Embed security, testing, and compliance throughout the SDLC. Implement automated quality gates including code reviews, testing, and security scanning. Enable teams to move quickly through strong frameworks, tooling, and automation. CI/CD & Automation Advance Python-driven CI/CD pipelines and support reliable deployments. Automate key SDLC processes including testing, security review, and release management. Drive a culture of continuous delivery and engineering excellence. Team Leadership & Delivery Mentor and lead senior and entry level engineers across multiple locations. Guide development of scalable Salesforce solutions using Apex, LWC, Flows, and platform capabilities. Design and support APIs, integrations, and automation solutions using Azure, Node.js, Python, and cloud-native services. Build and manage enterprise data pipelines supporting Salesforce and Data 360. Define integration standards and data contracts across enterprise platforms. Lead expansion of Agentforce capabilities and AI-powered employee experiences. Drive adoption of Einstein Copilot, predictive analytics, and generative AI within marketing and sales workflows. Partner with product, business, and data teams to deliver scalable solutions and technical direction.
2026-08-18T00:00:00Z