<p><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</li></ul><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>Associate – Client Services Accounting</strong></p><p>Join a well-established private investment firm that provides comprehensive financial services to multi-generational clients. This role offers the opportunity to work in a collaborative environment, supporting high-net-worth individuals and families with accounting, reporting, and financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>As an Associate in Client Services Accounting, you’ll play a key role in managing day-to-day transactions, financial reporting, and client communications. You’ll support a wide range of accounting functions while partnering with internal teams to deliver high-quality service and insights.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Enter journal entries, reconcile accounts, and prepare financial statements</li><li>Manage accounts payable and anticipate client liquidity needs</li><li>Review investment valuations and balance sheet items</li><li>Interface with clients, estate managers, and vendors for payment and reporting</li><li>Collaborate across departments on client reporting and forecasting</li><li>Support process improvements and technology integration</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation and benefits</li><li>401(k) with 5% match + annual contribution</li><li>Generous paid time off, parental leave, and child care stipend</li><li>Health, dental, vision, and disability coverage</li><li>Volunteer time off and donation matching</li><li>In-person work schedule: Tuesday–Thursday in San Francisco</li></ul><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><br></p>
<p><strong>Senior Client Associate</strong></p><p><strong>Location:</strong> San Francisco, CA (Montgomery BART)</p><p><strong>Industry:</strong> Wealth Management / Multi-Family Office</p><p><strong>Compensation:</strong> $100,000–$115,000 base (stretch to $120,000 DOE) + Bonus</p><p><br></p><p>A dynamic and highly regarded multi-family office is seeking a polished and proactive <strong>Senior Client Associate</strong> to join its San Francisco-based team. This is a high-impact role supporting ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is known for its long-term client relationships, collaborative culture, and commitment to professional excellence. With a focus on innovation and continuous learning, the team leverages technology to deliver a seamless and elevated client experience.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Client Associate will serve as a key point of contact for designated client relationships, executing requests with precision and partnering with senior leadership on strategic initiatives. This role is ideal for someone who thrives in a fast-paced, client-first environment and enjoys mentoring junior team members while contributing to firm-wide growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client service requests</li><li>Execute client transactions and requests with accuracy and efficiency</li><li>Partner with senior management on bespoke strategies and firm initiatives</li><li>Build deep client relationships by understanding preferences and exceeding expectations</li><li>Guide and support junior client service associates and analysts</li><li>Assist clients and their advisors with complex planning initiatives (e.g., wealth transfer, philanthropy, tax strategies)</li><li>Maintain relationships with clients’ professional teams (e.g., executive assistants, personal CFOs)</li><li>Collaborate with investment teams on cash deployment and portfolio creation</li><li>Support internal teams on special projects as needed</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work structure supporting work-life balance</li><li>Equal opportunity employer and SEC-registered investment advisor</li></ul><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>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p>Join a growing private investment firm focused on opportunistic and value-add real estate across asset classes. With approximately $1B in AUM and a collaborative team culture, this role offers exposure to both fund-level and property-level accounting in a dynamic, fast-paced environment.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting directly to the CFO, you’ll manage fund and property accounting, performance reporting, and valuation support. You’ll work closely with a fund administrator, operating partners, and internal teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly property operating reports and variance analyses</li><li>Oversee quarterly investor reporting, allocations, and waterfall calculations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuations and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate audits and tax filings with external providers</li><li>Interface with operating partners and respond to investor requests</li><li>Assist with credit facility servicing and compliance</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation + 15% bonus</li><li>Small, high-performing team with direct access to leadership</li><li>Exposure to institutional, family office, and UHNW investors</li><li>Located in San Francisco’s Embarcadero (4–5 days onsite)</li><li>Opportunity to contribute meaningfully to a growing firm</li></ul><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>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a privately held real estate investment firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a growing real estate investment firm with ~$1B AUM and several active funds. The team invests across opportunistic, value-add, transitional assets, high-yield debt, and long-term high-quality properties. Backed by institutions, family offices, and HNW investors, they move fast and deliver results.</p><p> </p><p>This is a chance to work closely with experienced leaders, gain hands-on exposure to fund and real estate operations, and grow in a collaborative, innovative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial analysis, valuations, and performance reporting</li><li>Review accounting, budgets, and property cash flows</li><li>Manage investor reporting, allocations, and waterfalls with fund administrators</li><li>Oversee capital calls, distributions, and carry calculations</li><li>Coordinate audits, tax filings, and compliance reporting</li><li>Collaborate with operating partners on property operations and compliance</li><li>Handle LP reporting and diligence requests</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its growing finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that blends financial performance with social impact, particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>This premier organization has a national footprint and a strong track record of investing in real estate assets that support community development. With over $1 billion in assets under management and a collaborative team culture, the firm operates through joint ventures, direct acquisitions, and strategic partnerships. The team is lean, agile, and committed to excellence in both investment outcomes and operational execution.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, this role will be instrumental in enhancing internal and external financial reporting, supporting fund operations, and driving process improvements. You’ll collaborate across departments including Operations and Asset Management, and play a key role in managing audits, investor communications, and system implementations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly fund and property-level financial reviews</li><li>Ensure compliance with partnership agreements and reporting requirements</li><li>Lead quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Manage post-acquisition prorations and onboarding processes</li><li>Drive improvements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and procedures</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4 days/week)</li></ul><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>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its expanding finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that combines strong financial performance with meaningful social impact—particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over $1 billion in assets under management, this nationally recognized firm invests in real estate assets that promote community development. Operating through joint ventures, direct acquisitions, and strategic partnerships, the team is lean, agile, and committed to excellence in both investment outcomes and operational execution. The culture is collaborative, purpose-driven, and entrepreneurial.</p><p><br></p><p><strong>Role Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, you’ll play a key role in strengthening financial reporting, supporting fund operations, and driving process improvements. This cross-functional role involves close collaboration with teams across Operations, Asset Management, and Investor Relations, and offers exposure to audits, investor communications, and systems implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead quarterly financial reviews at both fund and property levels</li><li>Ensure compliance with partnership agreements and reporting standards</li><li>Manage quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Oversee post-acquisition prorations and onboarding processes</li><li>Drive enhancements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and internal controls</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive base salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4–5 days/week in office)</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your career goals, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Director of Finance & Operations</strong> at a<strong> fast-growing venture capital firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>A fast-growing venture capital firm is reshaping how traditional industries use modern software and technology. With $3 billion in assets under management—and plans to double soon—the firm is building a strong, diversified investment platform with top-tier institutional partners.</p><p><br></p><p>As Director of Finance & Operations, you’ll play a key role in scaling the firm, driving finance and operational processes, and supporting its continued growth. The culture is collaborative and ambitious, with top tier perks, 100% paid health benefits for you and your dependents, and a hybrid office in a brand-new space. This role offers a clear path to CFO.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Support fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
