<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience.</p><p><br></p><p>You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Operations Associate</strong> supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.</p><p><br></p><p>This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data feed management</li><li>Ensure accounts are correctly linked and updated across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Work with compliance resources to maintain required documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify and implement improvements to enhance operational efficiency and accuracy</li><li>Contribute to refining the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive Here</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who excel in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and enjoy improving processes</li></ul>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity aligns with your experience, apply today and send your résumé to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Investor Services Specialist – Premier Private Equity Firm</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an <strong>Investor Services Specialist</strong> to join a highly respected private equity firm. This role is perfect for someone who thrives in a fast‑paced environment, enjoys problem‑solving, and can manage multiple priorities with confidence. You’ll support investor operations, communications, and data management while contributing to technology improvements and process optimization across the platform.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes and coordinate timely investor communications</li><li>Assist with onboarding new funds and investors</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting systems</li><li>Support enhancements and implementations across platforms such as <strong>Investorflow, Allvue, and Sensr</strong></li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc projects</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party service providers</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify and implement enhancements to reporting templates, workflows, and investor portal experiences</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus</li><li><strong>100% employer‑paid</strong> medical, dental, and vision coverage</li><li>Generous retirement contributions and valuable firmwide perks</li><li>Supportive, organized, and hands‑on manager who prioritizes clarity and structure</li><li>Free meals and a collaborative, team‑focused culture</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Financial Services is partnering with a reputable Private Equity firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><br></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</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 Client Services Associate| Wealth Management| San Jose</strong></p><p> </p><p>Join a fast-growing investment advisory firm, known for client-driven growth and a strong commitment to professional development. You’ll gain hands-on experience in client relations, portfolio operations, and investment analysis while benefiting from mentorship, in a supportive environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients</li><li>Handle new accounts, transfers, closings, and client transactions accurately</li><li>Prepare trades, reports, and client meeting materials</li><li>Maintain client documentation and ensure compliance with firm guidelines</li><li>Monitor client communications and coordinate scheduling</li><li>Reconcile client accounts and support portfolio integrity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>
<p>Are you a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <em>J</em><strong><em>ennifer Fukumae with Robert Half’s Financial Services Division</em> </strong>is partnering with a high-growth, relationship-centered firm to identify a Financial Advisor to join their team. </p><p><br></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p><p> </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established <strong>private equity firm</strong>, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</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>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate| Wealth Management| SF Bay Area| Remote</strong></p><p> </p><p>Join a boutique financial advisory firm serving high-net-worth clients, executives, and entrepreneurs. The firm offers comprehensive planning beyond traditional investment management, a collaborative environment, and direct exposure to high-level workstreams. Competitive salary and benefits include 401(k) with 5% match, medical, dental, and vision coverage.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as first point of contact for clients and prospects, providing prompt, high-touch service</li><li>Support client meetings, communications, presentations, and transactions</li><li>Liaise between advisors and middle/back-office teams, including trading, portfolio management, and reporting</li><li>Place trades across equities, mutual funds, and fixed income using custodial and portfolio platforms</li><li>Handle administrative tasks, scheduling, meeting logistics, and follow-ups</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>For wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. <em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Lead Advisor – Wealth Management</strong></p><p><br></p><p><strong>About Us</strong></p><p>We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses achieve clarity and confidence in their financial future. With approximately $600M in assets under management and an average client size of $1.5M, we deliver more than incremental returns — we provide a holistic, strategic approach to wealth planning.</p><p><br></p><p><strong>The Role</strong></p><p>As a <strong>Lead Advisor</strong>, you’ll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning knowledge, excellent communication skills, and the ability to thrive in a dynamic environment. You’ll act as a strategic partner, manage projects, and help deliver tailored financial plans and investment strategies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a high-level project manager and client liaison</li><li>Build customized financial plans and investment strategies</li><li>Participate in client meetings and manage follow-up actions</li><li>Oversee client onboarding and strengthen relationships</li><li>Manage CRM, client communications, and operational workflow</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Exposure to all aspects of wealth management</li><li>Opportunity for future direct client engagement</li><li>Support for FINRA exams and CFP certification</li><li>Collaborative team culture and work-life balance</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Advisor</strong></p><p>Are you a detail-oriented professional with a passion for client service and financial planning? We’re seeking a <strong>Lead Advisor</strong> to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Gain exposure to all aspects of wealth management.</li><li>Work closely with high-net-worth clients and senior advisors.</li><li>Enjoy a collaborative team culture and strong work-life balance.</li><li>Benefit from company-sponsored FINRA exams and CFP® support.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Act as a high-level project manager for client cases, managing tasks and timelines.</li><li>Build tailored financial plans and investment strategies using planning software.</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and onboarding processes.</li><li>Prepare investment reviews, insurance proposals, and financial recommendations.</li><li>Oversee CRM data, client paperwork, and operational workflows.</li></ul>
