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14 results for Sr Client Associate Emerging Family Office in San Francisco, CA

Senior Wealth Associate

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Sr. Employment Counsel

Menlo Park, CA
remote
Permanent / Full Time
190000 - 230000 USD / Yearly
Our client is looking for an experienced Sr. Employment Counsel to join their team. This role is essential in providing expert legal guidance on employment-related matters across both domestic and international operations. The ideal candidate will have a strong background in employment law, dispute resolution, and compliance, as well as the ability to collaborate effectively with HR and business leaders. Responsibilities:• Provide comprehensive legal advice on a variety of employment law topics, including hiring, performance management, terminations, and accommodations.• Draft, review, and negotiate employment-related documents such as contracts, offer letters, separation agreements, and employee handbooks.• Collaborate with HR and leadership teams to design business-oriented solutions that minimize legal risks.• Deliver training sessions to managers on employment law topics, including corrective actions and performance documentation.• Conduct and oversee workplace investigations, terminations, and dispute resolutions.• Manage employment litigation, arbitration, and agency charges, as well as coordinate with external counsel when necessary.• Stay informed on changes in employment legislation and ensure compliance across all operations.• Advise on international employment law issues, including cross-border compliance and expatriate arrangements.• Develop strategies with HR to proactively address and mitigate litigation risks.• Handle specialized legal tasks and assignments as required.
2026-04-02T00:00:00Z

Client Services Associate at Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team on a long-term contract basis in San Francisco, California. In this role, you will play a pivotal part in driving financial insights, supporting business decisions, and contributing to the organization's financial growth. This is an excellent opportunity for candidates with strong attention to detail, analytical, and modeling skills. Responsibilities: • Perform in-depth financial analysis to evaluate business performance and identify trends. • Develop and maintain comprehensive financial models to support strategic decision-making. • Conduct variance analysis to compare actual results against forecasts and budgets. • Provide ad hoc financial analyses to address specific business questions and challenges. • Collaborate with cross-functional teams to gather and analyze data for informed financial planning. • Utilize data mining techniques to extract and interpret complex financial datasets. • Present financial findings and recommendations to stakeholders in a clear and actionable manner. • Support revenue finance initiatives by identifying opportunities for growth and optimization. • Ensure the accuracy and integrity of financial data and reporting processes. • Assist in the preparation of financial forecasts, budgets, and long-term planning documents.
2026-04-23T00:00:00Z

Sr. Financial Analyst

Fremont, CA
onsite
Permanent / Full Time
140000 - 155000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Fremont, California. In this role, you will play a critical part in analyzing financial data, developing models, and supporting key decision-making processes. The ideal candidate will have expertise in cost accounting, financial modeling, and manufacturing operations. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Develop and maintain complex financial models to support strategic planning and forecasting. • Conduct variance analysis to compare actual performance against budgets and forecasts. • Perform ad hoc financial analyses to address specific business challenges or opportunities. • Apply cost accounting principles to evaluate and optimize manufacturing product costs. • Review and analyze inventory costs to ensure accurate reporting and valuation. • Assist in the month-end close process by preparing journal entries and reconciliations. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Utilize NetSuite and other tools to streamline financial reporting and analysis. • Support the development and implementation of standard cost accounting practices.
2026-03-27T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-04-24T00:00:00Z

Family Office Senior Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant | Real Estate Investment & Family Office | SF Bay Area Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results. Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup. Key Responsibilities:<ul><li>Lead full-cycle month-end close </li><li>Oversee accounting across acquisitions, dispositions, and operations </li><li>Manage and develop a team </li><li>Support fund accounting, capital activity, and reporting </li><li>Analyze property performance and support financial planning </li><li>Partner with internal teams and external advisors (audit, tax, legal) </li><li>Drive process improvements and special projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Associate Advisor | SF Hybrid

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing San Francisco–based RIA to add a Wealth Planning Associate / Wealth Manager to their team.This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role. If you’re looking for a role where you can accelerate your development, work closely with advisors, and build toward a client-facing career, this is a strong next step.Apply today and connect with Jennifer Fukumae on LinkedIn for fastest consideration. What You’ll Do<ul><li>Partner with senior advisors to analyze client financial situations and develop holistic planning strategies</li><li>Assist in building and refining custom investment portfolios and asset allocation models</li><li>Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking</li><li>Create tailored financial proposals and presentations for prospective and existing clients</li><li>Collaborate with internal investment leadership to deliver portfolio recommendations</li><li>Help coordinate and manage client meetings while ensuring seamless execution</li><li>Contribute to team leadership and support overall workflow across advisory functions</li></ul>
2026-04-18T00:00:00Z

Associate Attorney

San Francisco, CA
remote
Permanent / Full Time
140000 - 225000 USD / Yearly
Robert Half Legal is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation. Qualifications for the Associate Attorney position:• 2-10+ years of civil litigation practice;• Insurance defense and/or public entity law experience is preferred; and• Active and in good standing with the State Bar of California. This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $140,000 to 220,000+/yr., DOE, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus [has been paid every year for over a decade], and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement, REMOTE OK], etc.). For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-04-21T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply. Responsibilities: • Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs. • Represent clients in complex business litigation cases, ensuring effective and ethical advocacy. • Manage real property and construction defect cases, providing strategic legal advice and solutions. • Conduct legal research and analysis to support case strategies and client needs. • Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes. • Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills. • Develop and maintain positive client relationships through clear communication and attentive service. • Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities. • Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work. • Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
2026-04-02T00:00:00Z

Associate Attorney

San Jose, CA
onsite
Temporary / Contract
60 - 100 USD / Hourly
Our client, a well-established law firm based in San Jose, is seeking a contract-to-hire Attorney to join their dynamic team. The firm handles a broad array of civil litigation defense matters, offering the opportunity to work with experienced attorneys on complex legal issues across diverse industries.Key Responsibilities:<ul><li>Manage a diverse civil litigation caseload from inception through resolution, including conducting legal research, motion practice, discovery, depositions, and trial preparation.</li><li>Develop case strategies and provide legal counsel to individual and corporate clients.</li><li>Draft pleadings, motions, and correspondence; attend court hearings, mediations, and settlement conferences as required.</li><li>Work collaboratively with firm attorneys and staff in a fast-paced, collegial environment.</li><li>Maintain up-to-date knowledge on relevant statutes, case law, and local rules in California.</li></ul>
2026-04-17T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent / Full Time
160000 - 190000 USD / Yearly
We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively. Responsibilities: • Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel. • Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail. • Represent clients in court proceedings, including arguing law and motion matters. • Develop and execute discovery strategies, including preparing and responding to written discovery requests. • Collaborate closely with team members to ensure seamless case management and effective representation. • Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually. • Provide guidance on employment law matters as applicable to client cases. • Utilize case management and document management software to organize and track case progress. • Research and summarize legal matters to support case strategy and client advisement.
2026-04-02T00:00:00Z

Associate Attorney

Dublin, CA
onsite
Permanent / Full Time
120000 - 145000 USD / Yearly
Robert Half is recruiting an Associate for the East Bay office (near BART / some telecommute) of its large regional law firm client. The ideal candidate will have 1-5+ years of experience in Education Law, Labor & Employment, or even Public Entity representation. This Associate would work alongside experienced labor & employment (L&E) practitioners defending claims and doing investigations at private and public sector workplaces and university campuses (incl. some Title IX work). Qualifications include strong research, excellent writing and oral advocacy skills, and preferably experience appearing in administrative hearings and doing on-site investigations. This is a unique direct-hire, partnership-track opportunity to build an education law practice at a leading firm representing public school and community college district clientele. The target base salary is $120,000 - 145,000+/yr., DOE, plus monthly productivity bonuses and an annual discretionary bonus totaling $15,000 to $40,000/yr. Good benefits, including the firm’s profit-sharing contributions to the retirement plan, are part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-04-21T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
135000 - 185000 USD / Yearly
We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you. Responsibilities: • Manage a diverse caseload, taking primary responsibility for cases based on your level of experience. • Represent clients during court appearances, depositions, mediations, and other legal proceedings. • Conduct legal research and prepare motions, briefs, and other necessary documentation. • Handle discovery processes, including drafting and responding to interrogatories and requests for production. • Collaborate with clients to provide regular updates and address legal concerns. • Prepare for trials, including pre-trial motions and strategy development. • Participate in settlement negotiations and mediations to advocate for client interests. • Work closely with partners and other team members to ensure high-quality case management. • Maintain effective use of case management and document management software. • Stay current with legal trends and developments to enhance expertise.
2026-04-02T00:00:00Z