<p>We are seeking a <strong>Senior Platform Developer / Infrastructure Developer (Senior Software Engineer III) to</strong> design, build, and support the cloud platforms and shared infrastructure that power enterprise applications and ELT/ETL pipelines. This role is responsible for developing scalable, secure, and highly reliable platform components that enable engineering teams to deliver efficiently and safely into production. The position focuses on <strong>infrastructure automation, cloud-native services, CI/CD platforms, and production reliability</strong>. The ideal candidate is hands-on, comfortable owning platform services end-to-end, and experienced supporting mission-critical systems in production environments.</p><p><br></p><p>Responsibilities include designing and implementing platform and infrastructure improvements, developing and maintaining infrastructure-as-code, optimizing CI/CD workflows, and supporting platform services in live environments. The role also involves troubleshooting infrastructure and deployment issues, managing production incidents, and collaborating with internal teams and external vendors when needed.</p><p><br></p><p>This position includes participation in an <strong>on-call rotation (every 3 weeks)</strong> and requires comfort handling production incidents such as infrastructure outages, application restarts, dependency issues, and P1 escalations with vendors (including Microsoft). The role also provides technical leadership through code reviews, design guidance, documentation, and mentorship of apprentice platform engineers.</p>
<p>Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization.</p><p><br></p><p>They are seeking a <strong>Software Engineer III </strong>to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investments. You’ll partner closely with advisors and cross‑functional teams to design strategies, present recommendations, and support a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to produce client‑ready advice and planning materials.</li><li>Lead complex plan development (cash flow, tax, insurance, estate).</li><li>Present planning strategies and recommendations directly to clients.</li><li>Enhance planning tools, software, and workflow efficiency.</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>A people‑first culture with exceptional training and career development.</li><li>Boutique, high‑touch client experience backed by strong resources and clear leadership vision.</li><li>Expanding West/Midwest presence and the ability to make a meaningful impact on clients’ financial lives.</li></ul>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p><br></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Operations Associate | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Staff Frontend Engineer to play a pivotal role in developing cutting-edge pharmacy software that combines telehealth and pharmacy operations. This position offers the chance to create user-centric solutions that redefine how pharmacies function, ensuring efficiency and reliability at scale. As a senior team member, you will lead the design and implementation of high-performance frontend systems while collaborating with cross-functional teams to deliver impactful results.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of web and mobile applications using React, React Native, and TypeScript.<br>• Implement best practices for scalability, security, and performance to support rapid growth.<br>• Collaborate with Product, Design, and Backend teams to create seamless user experiences.<br>• Take ownership of critical architectural decisions while mentoring other engineers to strengthen frontend expertise.<br>• Utilize advanced front-end tools and frameworks, including state management solutions, to ensure robust application functionality.<br>• Enhance real-time interactions among patients, providers, and pharmacies with a focus on accessibility and usability.<br>• Drive innovation and foster a culture of technical excellence within the engineering team.<br>• Analyze and optimize workflows to improve pharmacy operational efficiency and reliability.<br>• Leverage AI-powered tools and modern technologies to deliver high-quality software at scale.
<p><strong>***FOR IMMEDIATE CONSIDERATION, PLEASE MESSAGE ALI FERBER (SCOTT) ON LINKEDIN WITH YOUR UPDATES RESUME***</strong></p><p><br></p><p><strong>Functional Role: </strong>Senior Full Stack Engineer (TypeScript/Java)</p><p><strong>Salary</strong>: Total Comp < $300k</p><p><br></p><p>We are looking for a highly skilled Sr. Software Engineer to join our client's team in West Hollywood, California. In this role, you will contribute to cutting-edge projects, leveraging your expertise in software development to design, build, and optimize innovative solutions. This is an exciting opportunity to work in a dynamic environment where creativity and technical excellence are valued.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Design, develop, and deploy full-stack applications using <strong>Java</strong> and <strong>TypeScript</strong>.</li><li>Build scalable solutions leveraging both <strong>SQL</strong> and <strong>NoSQL databases</strong>.</li><li>Implement and maintain <strong>CI/CD pipelines</strong> for seamless deployments.</li><li>Collaborate with cross-functional teams to bring new features and products to life.</li><li>Contribute to architecture decisions and technology choices for new projects.</li><li>Thrive in a <strong>startup environment</strong>, taking ownership and driving projects end-to-end.</li></ul><p><br></p><p><br></p>
We are looking for a highly skilled Staff Software Engineer to join our Growth team in San Francisco, California. In this role, you will play a key part in enhancing our product's impact by developing and optimizing systems that drive user acquisition, engagement, retention, and monetization. You will collaborate closely with cross-functional teams, including engineering, product, design, and data, to deliver innovative solutions that significantly influence the company's growth.<br><br>Responsibilities:<br>Design and implement features across the full technology stack to enhance user acquisition, engagement, and retention.<br>Develop and optimize server-side event forwarding and maintain a clean, consistent event schema across platforms.<br>Ensure robust identity and attribution systems, enabling seamless tracking and data governance across web and app platforms.<br>Collaborate with designers to create and refine high-performance landing pages and micro-tools that improve conversion rates.<br>Work with cross-functional teams to identify impactful opportunities and conduct A/B testing to validate and implement growth strategies.<br>Enhance data pipelines to ensure accurate and reliable measurement for growth experiments and attribution.<br>Maintain and improve backend systems, including APIs and authentication processes.<br>Leverage technical expertise to automate processes and streamline data quality assurance tasks.
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
We are looking for a Staff Backend Engineer to join our team in San Francisco, California. In this role, you will play a key part in developing advanced backend systems that drive pharmacy software innovation, ensuring efficiency and scalability for healthcare operations. You will collaborate across teams to design, implement, and maintain distributed systems that support real-time interactions and complex workflows in the telehealth and pharmacy sectors.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of backend services, APIs, and data pipelines to support large-scale pharmacy operations.<br>• Architect distributed systems that handle high webhook traffic, third-party integrations, and real-time scheduling for providers and patients.<br>• Establish and enforce best practices for system performance, security, and scalability to ensure reliable healthcare workflows.<br>• Collaborate with cross-functional teams, including Product, Frontend, and Pharmacy Operations, to create seamless solutions for healthcare challenges.<br>• Mentor team members, set technical standards, and make key architectural decisions to guide the backend engineering strategy.<br>• Ensure system reliability and resilience, focusing on patient safety and operational efficiency in distributed environments.<br>• Drive innovation within the engineering team, fostering a culture of technical ownership and collaboration.<br>• Optimize infrastructure for scalability and maintainability as the platform grows to meet increasing healthcare demands.
<p><strong>Overview</strong></p><p> We’re looking for a <strong>Senior Systems Engineer</strong> to lead the design, implementation, and support of enterprise infrastructure across on-premises, cloud, and hybrid environments. This role serves as a senior technical resource for escalations, ensures systems are secure and scalable, and provides mentorship to IT team members.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as escalation point for complex technical issues and incidents.</li><li>Design, implement, and manage infrastructure, including servers, networks, virtualization, and cloud platforms.</li><li>Administer Microsoft 365, Azure, Active Directory, and related identity/security services.</li><li>Drive IT infrastructure projects from planning through delivery.</li><li>Implement and monitor security, disaster recovery, and business continuity solutions.</li><li>Optimize system performance and scalability through monitoring and improvements.</li><li>Provide technical guidance, mentorship, and knowledge sharing within the IT team.</li><li>Partner with vendors and stakeholders to ensure quality solutions and services.</li><li>Maintain documentation and ensure compliance with policies and regulations.</li></ul><p><br></p>
<p>Our client is at the forefront of transforming how teams work through secure, enterprise-grade generative AI applications. They are developing and enhancing an advanced AI-powered assistant for internal use — enabling employees to harness AI safely within a protected environment. </p><p><br></p><p> The Full Stack Software Engineer III will help design, develop, and evolve the next-generation AI platform, driving innovation while ensuring scalability, security, and exceptional user experience. This role spans the full stack — from back-end integration to front-end interfaces — in close collaboration with product, design, and AI engineering teams. </p><p><br></p><p> What You’ll Do Design, develop, and enhance AI-enabled enterprise applications that boost productivity and collaboration. Build and optimize features using large language models, prompt engineering, and AI-assisted workflows. Write efficient, maintainable, and scalable code across database, middleware, and front-end layers. Develop low- to medium-complexity systems and components within larger architectures. Conduct code reviews; mentor and guide Level I and II engineers. Act as module-level design authority, ensuring adherence to architecture and security standards. Plan and execute unit testing; review and validate test plans from entry level engineers. Define and implement integration and performance testing strategies. Troubleshoot and resolve complex production issues; establish frameworks for reliability and observability. Provide advanced production support and drive continuous improvement in performance and user experience. Collaborate with AI engineers, data scientists, and product owners to deliver innovative solutions. Perform additional related duties as assigned.</p>
<p>We are looking for a skilled Wordpress Engineer to join our client's team on a contract basis. In this role, you will design and develop a high-quality Wordpress website aimed at showcasing the excellence of their design team and attracting top-tier talent. The project will involve crafting a visually stunning and interactive site that aligns with the brand standards and supports evergreen content and a growing blog.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with designers to create a Wordpress website that reflects high standards of animation, visual detail, and interactive functionality.</p><p>• Design and implement unique animations, parallax effects, and hover states to deliver a visually engaging user experience.</p><p>• Develop a site that enables the design team to independently upload and manage content using established Wordpress tools.</p><p>• Ensure seamless integration of Wordpress into existing systems and websites.</p><p>• Execute website designs with precision, matching Figma files and design specifications accurately.</p><p>• Provide recommendations for improving the long-term functionality and maintainability of the site and its blog.</p><p>• Attend meetings and align work schedules with partners during standard business hours.</p><p>• Test and optimize the website for performance, responsiveness, and user experience.</p><p>• Work autonomously while maintaining clear communication with stakeholders to ensure project success.</p>
