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68 results for Learning And Development Manager in San Mateo, CA

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T21:18:45Z

Payroll Manager

San Francisco, CA
remote
Temporary / Contract
70.00 - 75.00 USD / Hourly
We are looking for an experienced senior manager of payroll to support our client in San Francisco, California. This long-term contract position will oversee complex payroll initiatives, strengthen operational consistency, and partner across functions to ensure accurate, compliant payroll delivery in a fast-paced multinational environment. The role is ideal for a leader who can guide large-scale payroll programs, improve processes, and communicate effectively with senior stakeholders while maintaining strict standards for data privacy and accuracy. Responsibilities:• Drive major payroll initiatives that support the modernization of global payroll operations and help align multiple providers within a more unified delivery model.• Oversee payroll system implementation activities from early planning and requirement definition through testing, validation, deployment, and post-launch stabilization.• Work closely with technical teams to support the design and rollout of numerous integrations between third-party applications and the global payroll platform.• Evaluate proposed payroll workflows to confirm regional and country-specific obligations are addressed before new processes are adopted.• Partner with HR, Finance, Benefits, IT, and external service providers to verify payroll data integrity and resolve discrepancies efficiently.• Coordinate the migration of payroll information from legacy environments into new platforms or related data repositories, including reconciliation and quality checks.• Create and maintain clear payroll procedures, internal controls, and policy documentation to support compliance and standardized operations.• Promote successful adoption of new tools and ways of working through training, stakeholder communication, and change management efforts.• Prepare status updates, operational summaries, and project reporting for leadership while safeguarding confidential employee and payroll information.
2026-09-03T20:28:40Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T21:28:37Z

Powering the future, Real Estate - Staff Accountant

San Francisco, CA
onsite
Permanent / Full Time
85000.00 - 105000.00 USD / Yearly
Apply here and message me on LinkedIn - Jeffrey Abrams My client is a rapidly growing real estate investment and development platform with a proven track record of executing large-scale development projects across multiple asset classes. The firm currently manages a substantial pipeline of active developments representing billions of dollars in total project value.In addition to its real estate development activities, the company operates an innovative infrastructure platform supporting the evolving transportation and energy sectors. The organization is focused on creating long-term value through strategic investments, disciplined execution, and operational excellence.The leadership team brings experience from some of the top investment firms, real estate organizations, consulting firms, financial institutions, and law firms throughout the country. The company fosters a collaborative, entrepreneurial culture that embraces technology, innovation, and continuous improvement. This position offers far more than traditional staff accounting responsibilities. You'll gain exposure to:<ul><li>Construction and development accounting</li><li>Project job costing and budgeting</li><li>Corporate general ledger accounting</li><li>Real estate development finance</li><li>Lender draw packages and funding processes</li><li>Process improvement and systems optimization</li><li>Cross-functional collaboration with development, construction, and operations teams</li></ul>This is an ideal opportunity for someone who wants to build a long-term career in real estate accounting, development finance, or investment management. What You'll DoCorporate & Construction Accounting<ul><li>Prepare journal entries, account reconciliations, accruals, and supporting schedules.</li><li>Maintain accurate general ledger records in accordance with U.S. GAAP.</li><li>Support construction accounting activities, including job costing, budget tracking, contract management, change orders, and funding sources.</li><li>Prepare and maintain detailed construction cost reports.</li><li>Process construction-related billings and vendor invoices.</li><li>Partner with project managers and construction teams to ensure accurate cost allocation and reporting.</li><li>Assist with preparing monthly lender draw packages and supporting documentation.</li></ul>Accounts Payable & Cash ManagementSystems & Process ImprovementOperational & Financial Support
2026-08-28T13:33:45Z

Machine Learning Engineer

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 300000.00 USD / Yearly
Machine Learning Engineer Company OverviewBased in Los Angeles, California, the company specializes in transforming complex, multi-source data into actionable insights through machine learning, knowledge graph technologies, and advanced analytics. This is an opportunity to work on mission-critical applications in a highly collaborative environment focused on innovation, scalability, and operational excellence. Role SummaryThe Machine Learning Engineer will play a critical role in designing, training, deploying, and optimizing machine learning models that operate on large-scale temporal, geospatial, relational, and unstructured datasets. This position requires an experienced engineer who can independently own the full machine learning lifecycle, from dataset development and model architecture selection to deployment, monitoring, and continuous improvement. The ideal candidate brings broad expertise across computer vision, natural language processing (NLP), geospatial analytics, MLOps, and large-scale production machine learning environments. Key Responsibilities<ul><li>Design, train, evaluate, deploy, and optimize machine learning models across multiple production use cases.</li><li>Build predictive solutions for anomaly detection, forecasting, entity resolution, relationship prediction, risk assessment, and operational decision support.</li><li>Partner with data engineering teams to develop high-quality training datasets from structured, unstructured, temporal, relational, and geospatial data sources.</li><li>Design model architectures and select appropriate algorithms based on business objectives, data characteristics, and operational requirements.</li><li>Develop and maintain machine learning pipelines spanning data preparation, feature engineering, training, evaluation, deployment, and monitoring.</li><li>Build scalable solutions that leverage graph-based and knowledge graph-driven data architectures.</li><li>Develop models utilizing computer vision, NLP, geospatial analytics, and predictive modeling techniques.</li><li>Establish rigorous evaluation frameworks, baselines, performance metrics, and validation methodologies.</li><li>Design experiments that mitigate data leakage, model drift, bias, and changing data distributions.</li><li>Implement monitoring, observability, alerting, retraining, rollback, and model governance processes.</li><li>Maintain reproducible datasets, model artifacts, evaluation results, and deployment workflows.</li><li>Collaborate with distributed engineering teams to deliver reliable and scalable machine learning capabilities.</li><li>Improve model calibration, confidence scoring, uncertainty estimation, and explainability.</li><li>Contribute to technical architecture, machine learning standards, and long-term platform strategy.</li></ul>Additional Details<ul><li>Fully onsite 5 days a week</li><li>Highly collaborative environment with strong emphasis on machine learning, knowledge graphs, and data-driven decision support</li><li>Opportunity to influence technical direction, machine learning standards, and model lifecycle practices across multiple initiatives</li><li>Candidates must be authorized to work in the United States and satisfy applicable regulatory employment requirements</li></ul>
2026-08-19T19:05:25Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000.00 - 156000.00 USD / Yearly
Anisa Henry is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential. Ideal Qualifications<ul><li>2-5+ years of wealth management or financial planning experience</li><li>Series 65, CFP, CFA, CPA, or similar professional designation preferred</li><li>Strong communication and relationship management skills</li><li>Client-focused approach to financial planning and advice</li><li>Collaborative mindset with a desire to learn and grow</li></ul>Key Responsibilities<ul><li>Support advisors in delivering financial planning and investment guidance</li><li>Assist with financial plan preparation, analysis, and ongoing client service</li><li>Participate in client meetings and help build long-term client relationships</li><li>Collaborate with team members to provide a high-quality client experience</li><li>Develop the knowledge and skills necessary to assume greater client-facing responsibilities over time</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-03T17:04:31Z

Accounting Transformation Manager (Individual Contributor)

San Francisco, CA
onsite
Permanent / Full Time
130000.00 - 145000.00 USD / Yearly
We are looking for an experienced Accounting Transformation Manager to support core accounting operations and strengthen financial reporting processes in San Francisco, California. This individual contributor role focuses on improving the accuracy and efficiency of close activities, reconciliations, and audit readiness while partnering with stakeholders across the finance organization. The ideal candidate brings strong technical accounting knowledge and a hands-on approach to managing general ledger activity, journal entries, and reporting deliverables. Responsibilities:<ul><li>Lead accounting transformation projects, including process improvements, system implementations, automation, and change initiatives.</li><li>Serve as the accounting SME for system upgrades, ensuring strong controls and compliance with US GAAP and reporting requirements.</li><li>Gather, document, and translate accounting requirements for new systems and processes.</li><li>Support solution design, UAT, and financial system enhancements.</li><li>Design and document future-state processes, workflows, and SOPs.</li><li>Identify risks and implement effective financial and compliance controls.</li><li>Standardize accounting policies, procedures, and internal controls.</li><li>Partner with cross-functional teams to build scalable, automated, audit-ready processes.</li><li>Support change management, training, and post-implementation adoption.</li><li>Track project progress, risks, and deliverables to meet business goals.</li><li>Stay current on accounting technology, automation, and industry best practices.</li></ul>
2026-08-20T16:33:49Z

Senior Manager, Investment Operations

San Francisco, CA
remote
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a highly respected investment management firm known for disciplined investing, thoughtful leadership, and a collaborative, people-first culture. With an established platform and strong employee tenure, this is an opportunity to take on a visible leadership role at a stable, values-driven firm. Lead critical areas including transfer agency, regulatory reporting, shareholder reporting, and broker relationships while mentoring a team and driving operational improvements. The role offers competitive compensation + bonus, strong benefits, hybrid flexibility, work-life balance, and the opportunity to leverage technology and AI to improve processes. Responsibilities<ul><li>Own the relationship with the firm's transfer agent and oversee servicing, recordkeeping, and issue resolution</li><li>Review transfer agency deliverables for accuracy</li><li>Coordinate regulatory filings and track reporting deadlines</li><li>Oversee shareholder and financial reporting cycles</li><li>Partner with fund accounting and external administrators on NAV, distributions, and reporting</li><li>Manage broker, custodian, and counterparty relationships</li><li>Resolve settlement breaks and operational issues</li><li>Lead, mentor, and develop team members</li><li>Identify control gaps and drive process improvements</li><li>Serve as an escalation point for internal teams and external providers</li><li>Support product launches, onboarding, audits, and special projects</li><li>Explore AI and technology solutions to improve operational workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T01:53:38Z

Senior Wealth Manager

San Francisco, CA
onsite
Permanent / Full Time
250000.00 - 325000.00 USD / Yearly
Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility. Why Join This Opportunity?This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression. Key Responsibilities<ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul>Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>
2026-09-03T17:18:41Z

Accounting Manager

Hayward, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function. Responsibilities:<ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
2026-08-27T16:28:48Z

Manager, Investment Operations

San Francisco, CA
remote
Permanent / Full Time
145000.00 - 155000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading investment management firm seeking a Manager, Investment Operations to oversee investment performance, reporting, and related operational functions.This role is ideal for someone with strong performance measurement who enjoys working cross-functionally and leading a small team. You’ll have visibility across the organization and play a key role in ensuring performance data is accurate, timely, and client-ready. What You’ll Do<ul><li>Lead daily and monthly investment performance reconciliation and reporting across mutual funds, ETFs, SMAs, and models.</li><li>Oversee pricing, NAV, performance data, and reporting accuracy.</li><li>Manage ongoing GIPS composite maintenance and support annual GIPS presentations and audits.</li><li>Coordinate performance reporting with internal teams and external partners, including custodians, consultants, and data vendors.</li><li>Review and resolve data discrepancies and help strengthen operational controls.</li><li>Partner with Fund Accounting, IT, Sales, Marketing, and other teams on reporting, product launches, audits, and special projects.</li><li>Look for opportunities to leverage AI and automation to improve recurring reporting and reconciliation processes.</li></ul>
2026-09-10T02:03:49Z

Human Resources (HR) Manager

Mountain View, CA
onsite
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
HR Compliance ManagerWe are looking for an experienced HR Compliance Manager for a fast growing global company. This role connects HR, legal, payroll, and operational teams to strengthen employee data governance, maintain regulatory readiness, and support a positive workplace experience. The ideal candidate will bring deep knowledge of employment compliance, benefits administration, and audit preparation while building reliable processes that scale with the organization. Responsibilities:• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.• Partner with payroll, brokers, facilities, and people operations teams to support wage and hour compliance, benefits reporting accuracy, workplace compliance standards, and data integrity improvements.
2026-09-02T23:48:40Z

Agent Platform Engineer

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 300000.00 USD / Yearly
Agent Platform Engineer Company OverviewA leading artificial intelligence and advanced analytics organization is seeking an Agent Platform Engineer to help develop next-generation AI orchestration and decision-support platforms. Based in Los Angeles, California, the company specializes in integrating complex data sources into scalable intelligence solutions that support mission-critical operations, advanced analytics, and organizational workflows. This is an opportunity to work on cutting-edge AI technologies within a highly collaborative and innovative engineering environment. Role SummaryThe Agent Platform Engineer will design, build, and optimize enterprise-grade AI platforms that connect structured and unstructured data, knowledge graphs, retrieval systems, and intelligent workflows. This hands-on role focuses on developing production-ready AI applications, agent frameworks, workflow orchestration systems, retrieval pipelines, and model-serving infrastructure. The ideal candidate combines strong software engineering fundamentals with expertise in AI systems, distributed architectures, and scalable platform development. Key Responsibilities<ul><li>Design and implement intelligent workflow systems for research, analysis, automation, and decision-support use cases.</li><li>Develop scalable retrieval, search, and knowledge management capabilities across structured and unstructured datasets.</li><li>Build backend services, APIs, and platform capabilities supporting AI-driven applications.</li><li>Create resilient workflow orchestration patterns for long-running, distributed, and fault-tolerant processes.</li><li>Develop authorization, permission management, auditing, and governance mechanisms within AI platforms.</li><li>Optimize retrieval, inference, and execution performance across diverse deployment environments.</li><li>Fine-tune, evaluate, and integrate open-source AI models to support specialized business workflows.</li><li>Implement model routing, inference optimization, caching, and fallback strategies.</li><li>Build evaluation frameworks that measure system accuracy, reliability, performance, and operational effectiveness.</li><li>Develop observability, monitoring, alerting, and troubleshooting capabilities across platform components.</li><li>Partner with product, data, machine learning, infrastructure, security, and customer-facing teams to deliver scalable solutions.</li><li>Contribute to technical architecture, engineering standards, and long-term platform strategy.</li></ul>Additional Details<ul><li>Fully onsite 5 days per week</li><li>Individual contributor role with substantial technical ownership</li><li>Opportunity to work on advanced AI, automation, retrieval, and knowledge graph technologies</li><li>Staff-level candidates may provide technical leadership, mentorship, and architecture guidance</li><li>Candidates must be authorized to work in the United States and satisfy applicable regulatory employment requirements</li></ul>
2026-08-19T19:18:47Z

Lead Wealth Architect

Mountain View, CA
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing wealth management firm seeking an experienced Lead Wealth Architect to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions. Key Responsibilities:<ul><li>Serve as the primary advisor for client relationship management, retention, and growth.</li><li>Build strong client relationships through proactive communication and personalized advice.</li><li>Develop and oversee comprehensive financial plans, investment recommendations, and wealth management strategies.</li><li>Provide guidance across investments, retirement, tax, estate, risk management, and broader financial planning needs.</li><li>Lead client meetings and ensure timely follow-up on planning recommendations and action items.</li><li>Collaborate with internal teams and external professionals to deliver coordinated client solutions.</li><li>Oversee portfolio implementation, asset allocation, and ongoing investment monitoring.</li><li>Review planning analyses, client reports, and account documentation for accuracy and quality.</li><li>Maintain client records and ensure compliance with regulatory requirements.</li><li>Utilize financial planning tools to develop customized recommendations and evaluate client strategies.</li><li>Identify opportunities to deepen existing client relationships and support business development initiatives.</li><li>Contribute to strategic projects and initiatives that enhance client service and operational excellence.</li></ul>Leadership & Team Development<ul><li>Mentor and coach associate advisors, supporting their professional development and progression within the organization.</li><li>Provide guidance on client planning, relationship management, investment processes, and operational best practices.</li><li>Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.</li></ul>Who You Are:<ul><li>Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.</li><li>Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.</li><li>Strong leadership, communication, and relationship-building skills.</li><li>Commitment to fiduciary standards, ethical business practices, and exceptional client service.</li><li>Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.</li><li>Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.</li></ul>
2026-09-04T22:08:36Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Execute case strategy with senior attorneys, paralegals, and support staff• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents• Draft letters, write and review discovery, and prepare responses to opposing counsel• Generate status reports and manage multiple tasks simultaneously• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review• Communicate effectively with clients and opposing counsel to progress through the case process• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness• Attend court proceedings in person and virtually as needed to represent clients• Participate in business development and networking functions• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.
2026-09-10T17:43:43Z

Fund Accounting Manager

San Francisco, CA
remote
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-09-04T15:58:38Z

Fund Accounting Manager | Private Equity

San Francisco, CA
remote
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-09-09T04:18:43Z

Attorney/Lawyer

San Francisco, CA
onsite
Permanent / Full Time
175000.00 - 250000.00 USD / Yearly
Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases. Responsibilities:• Handle complex litigation cases with professionalism and precision• Draft complaints, motions, pleadings, and discovery documents as required• Take and defend depositions effectively and thoroughly• Argue motions in court
2026-09-10T18:48:42Z

Administrative Assistant

South San Francisco, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
Robert Half is a 3 month contract opening to identify a highly organized and detail-oriented Administrative Assistant to provide essential support to the Director of Nutrition Services. This is an excellent opportunity for an administrative professional who enjoys supporting a busy department, managing confidential information, coordinating with multiple stakeholders, and helping ensure day-to-day operations run smoothly. The ideal candidate will be proactive, dependable, customer-service oriented, and comfortable working with parents, district departments, and internal staff. Key Responsibilities<ul><li>Provide administrative support to the Director of Nutrition Services and Distribution and the broader department.</li><li>Scan, organize, and fax meal applications and related documentation.</li><li>Assist with processing meal applications and communicate directly with parents regarding applications, requirements, and next steps.</li><li>Coordinate equipment repair requests with the IT Department and assist with closing out related work orders within the district's ticketing system.</li><li>Assist with scheduling interviews, meetings, reservations, and other appointments using Outlook.</li><li>Support occasional event coordination, including office lunches, BBQs, large meetings, and other department events.</li><li>Assist with the preparation and production of monthly reports and department documents; training will be provided.</li><li>Create, update, and maintain documents using Google Docs and other administrative tools.</li><li>Serve as a liaison between employees and Human Resources regarding medical claims, doctor's notes, and other confidential documentation.</li><li>Assist with reconciling employee absence reports and maintaining accurate records.</li><li>Support the monthly timecard processing process; training will be provided.</li><li>Perform general administrative duties, including document management, data entry, filing, correspondence, and other projects as assigned.</li></ul>
2026-09-10T00:00:27Z

Product Manager III- Generative AI

San Ramon, CA
remote
Permanent / Full Time
109000.00 - 165000.00 USD / Yearly
Robert Half is seeking a Product Manager III to lead the strategy, design, and delivery of an agentic, generative AI-powered platform that drives measurable value across the consulting lifecycle—from discovery through delivery and follow-up. This role partners closely with design, engineering, QA, and marketing to guide products from concept to release, ensuring a customer-centric, outcome-driven approach that prioritizes business impact over code deployment.This leader will influence all phases of the product lifecycle (definition through release), ensure quality and performance standards, and champion modern practices such as ethical AI, data privacy, and enterprise governance. They will also guide product prioritization, budgeting, and resource planning aligned to customer needs and business goals. What You’ll Do<ul><li>Lead discovery sessions, user interviews, and feedback loops to uncover real user needs and translate them into scalable, AI-driven solutions</li><li>Own product strategy, roadmap, and prioritization aligned to business objectives and customer insights</li><li>Drive backlog management, including writing and refining user stories, technical tasks, and acceptance criteria</li><li>Define and track success through KPIs such as time-to-value, adoption, iteration speed, and measurable outcomes</li><li>Partner cross-functionally with product, design, and engineering to ideate, prototype, build, and iterate features</li><li>Lead product requirements, feature prioritization, and use case development grounded in customer and business value</li><li>Represent the voice of the customer through research, feedback, and market trends to inform product direction</li><li>Promote a “value-first” culture, emphasizing customer advocacy and measurable impact</li><li>Lead product demos, onboarding, and training to drive adoption and maximize platform usage</li><li>Support estimation, delivery, and prioritization efforts to ensure focus on highest-impact initiatives</li><li>Foster collaboration, workflow improvements, and alignment across teams</li><li>Guide design teams to deliver high-quality, customer-facing experiences</li></ul>
2026-08-18T00:28:43Z

Client Service Supervisor | RIA Firm

Walnut Creek, CA
remote
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-09-10T02:03:49Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000.00 - 145000.00 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T17:28:43Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 155000.00 USD / Yearly
Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables. Responsibilities:• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T23:43:36Z

Data and Knowledge Engineer

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 300000.00 USD / Yearly
Data & Knowledge Engineer Company OverviewA leading artificial intelligence and advanced analytics organization is seeking a Data & Knowledge Engineer to help power next-generation AI and decision-support platforms. Based in Los Angeles, California, the company specializes in integrating complex data from disparate sources into unified intelligence systems that support advanced analytics, automation, and operational decision-making. This is an opportunity to work on mission-critical initiatives involving large-scale data, knowledge graphs, and AI-driven applications. Role SummaryThe Data & Knowledge Engineer will lead the onboarding, transformation, and governance of complex multimodal data into scalable data and knowledge platforms. This role focuses on integrating structured and unstructured data sources, designing reusable data pipelines, developing entity resolution frameworks, and enabling high-quality data for analytics, retrieval, AI workflows, and geospatial applications. The ideal candidate combines strong data engineering expertise with experience in knowledge graphs, data quality, and large-scale information management. Key Responsibilities<ul><li>Design and develop scalable data ingestion pipelines for structured, unstructured, geospatial, and sensor-based data sources.</li><li>Build and maintain batch and streaming data processing systems across cloud, on-premises, and disconnected environments.</li><li>Develop integrations with APIs, databases, file systems, enterprise applications, and external data sources.</li><li>Design schema mapping, normalization, and transformation processes that support diverse customer data models.</li><li>Implement entity resolution, record linkage, deduplication, and data matching capabilities across multiple sources.</li><li>Preserve data lineage, provenance, auditing, and traceability throughout the data lifecycle.</li><li>Create data validation, monitoring, replay, and exception-handling processes for complex data environments.</li><li>Develop workflows for managing ambiguous records, conflicting information, and data quality issues.</li><li>Define and measure data quality metrics, onboarding effectiveness, and operational performance indicators.</li><li>Support knowledge graph, retrieval, AI, and analytics capabilities through high-quality governed datasets.</li><li>Partner with engineering and stakeholder teams to transform recurring onboarding requirements into reusable platform capabilities.</li><li>Contribute to platform architecture, engineering standards, and long-term data strategy initiatives.</li></ul>Additional Details<ul><li>Fully onsite 5 days a week</li><li>Full-time exempt position</li><li>Hands-on engineering role with substantial ownership and technical influence</li><li>Opportunity to work on large-scale data, knowledge graph, and AI-driven initiatives</li><li>Staff-level candidates may provide architectural leadership, mentorship, and engineering guidance</li><li>Candidates must be authorized to work in the United States and satisfy applicable regulatory employment requirements</li></ul>
2026-08-19T19:28:47Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000.00 - 325000.00 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-09-11T13:18:39Z