<p>We are looking for a Training Program Coordinator / Manager to oversee the planning, coordination, and execution of training programs for Sales teams. This Long-term Contract opportunity role requires a highly organized professional who can independently manage training logistics, collaborate with stakeholders, and ensure successful delivery of virtual training events.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage the end-to-end coordination of training programs for Sales teams.</li><li>Assemble and organize training content using existing training templates and operational guidelines.</li><li>Coordinate with subject matter experts (SMEs) and stakeholders to prepare and deliver training sessions.</li><li>Facilitate the planning and execution of training events, ensuring all logistics and resources are in place.</li><li>Host and moderate live training sessions conducted via Zoom.</li><li>Serve as the day-of-session facilitator, ensuring a smooth and successful training experience.</li><li>Manage attendee engagement, breakout rooms, session logistics, and troubleshooting during live events.</li><li>Coordinate all activities required to support successful training delivery and participant experience.</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Branch Operations Manager</p><p>📍 San Francisco, CA (On-Site)</p><p>🏢 Respected Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
<p>Apply here and message me on LinkedIn - Jeffrey Abrams</p><p><br></p><p>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.</p><p>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.</p><p>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. </p><p><strong> </strong></p><p>This position offers far more than traditional staff accounting responsibilities. You'll gain exposure to:</p><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><p>This is an ideal opportunity for someone who wants to build a long-term career in real estate accounting, development finance, or investment management.</p><p><br></p><p><strong>What You'll Do</strong></p><p><strong>Corporate & Construction Accounting</strong></p><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><p><strong>Accounts Payable & Cash Management</strong></p><p><strong>Systems & Process Improvement</strong></p><p><strong>Operational & Financial Support</strong></p>
<p>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.</p><p><br></p><p><strong>Responsibilities:</strong></p><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>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>📍 San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>💡 What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>📍 San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><br></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>💡 What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
<p>**100% Contract Position** </p><p> Job Function Details: </p><p> • Oversee all HR functions, including recruitment, onboarding, employee relations, performance management, compensation, benefits, training, compliance, and HR systems. • Lead and develop the HR and Recruitment team of three employees, ensuring departmental goals are met and exceptional service is provided across the organization, including 200 employees across 7 Northern California counties. • Develop and implement effective recruitment, retention, and onboarding strategies aligned with company's mission and staffing needs. • Manage employee relations, workplace investigations, performance improvement plans, and involuntary separations, partnering with the COO and legal counsel as needed. • Develop and maintain HR policies, procedures, and programs that promote employee engagement, accountability, inclusion, and a high-performance culture. • Oversee competitive, equitable, and financially sustainable compensation and benefits programs, including annual market reviews and renewals. • Coach and train managers on employee relations, performance management, recruitment, retention, and effective leadership practices. • Oversee employee evaluations, professional development, and performance management processes. • Ensure compliance with federal, state, and local employment laws, regulations, and reporting requirements. • Oversee workers’ compensation, unemployment insurance, employee leaves, accommodations, personnel records, and HRIS. • Partner with the COO to manage the HR budget and ensure departmental financial accountability.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
<p><strong>HR Compliance Manager</strong></p><p>We 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.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.</p><p>• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.</p><p>• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.</p><p>• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.</p><p>• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.</p><p>• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.</p><p>• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.</p><p>• 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.</p>
<p>Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a <strong>Client Service Associate Leader</strong> to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.</p><p>This is a great opportunity for a hands-on leader who enjoys both <strong>people management and process improvement</strong>. 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.</p><p> </p><p><strong>What You’ll Do</strong></p><p><strong>Team Leadership</strong></p><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><p><strong>Client Service & Operations</strong></p><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><p><strong>Technology & Process Improvement</strong></p><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><p><br></p>
<p>Robert Half's construction client is looking for an organized and proactive Office Manager to support daily business operations in Livermore, CA. This contract-to-permanent position is ideal for someone who can balance office coordination, administrative support, and human resources tasks in a fast-paced construction environment. The right candidate will help keep internal processes efficient, maintain accurate employee records, lead onboarding training, and contribute to a well-organized and well-run workplace.</p><p><br></p><p>Office Manager Responsibilities:</p><p>• Lead the coordination of new employee onboarding, including orientation scheduling and preparation of employment materials.</p><p>• Maintain personnel records and related documentation with a high level of accuracy, discretion, and organization.</p><p>• Assist with employment updates such as status changes, separations, benefits support, and other HR-related paperwork.</p><p>• Provide day-to-day administrative support by organizing meetings, managing calendars, and handling internal office communication.</p><p>• Create and update business documents such as reports, spreadsheets, presentations, and written correspondence.</p><p>• Support filing, data entry, record retention, and general document management for office and project teams.</p><p>• Monitor office supply levels, place orders as needed, and help manage equipment and shared workspace organization.</p><p>• Coordinate with outside vendors and service providers to support smooth office operations.</p><p>• Assist with compliance-related tracking, including training records, certifications, workers’ compensation documentation, and employment forms.</p><p><br></p><p>If you are interested in this Office Manager position, please submit your resume today!</p>
<p>Our client, a well-established higher education organization, is seeking an experienced Compliance Manager to provide leadership and guidance across compliance, privacy, and regulatory initiatives. This is an ongoing contract opportunity. We are looking for a seasoned compliance professional who can quickly step into a highly visible role, serve as a trusted resource to stakeholders, and help support ongoing compliance efforts with minimal ramp-up.</p><p><br></p><p>The ideal candidate will bring a broad compliance background, strong leadership experience, and prior experience supporting compliance programs within a higher education environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a subject matter resource for compliance, regulatory, and privacy-related questions.</li><li>Provide leadership and guidance on compliance initiatives, policies, and best practices.</li><li>Partner with internal stakeholders to identify and address compliance risks.</li><li>Support the development, implementation, and maintenance of compliance programs.</li><li>Assist with audits, investigations, reporting requirements, and regulatory inquiries.</li><li>Review and recommend improvements to compliance-related processes and procedures.</li><li>Ensure organizational practices align with applicable laws, regulations, and internal policies.</li><li>Advise leadership on emerging compliance issues and risk management strategies.</li><li>Help foster a culture of ethics, accountability, and regulatory compliance.</li></ul>
<p>Robert Half's client is looking for an experienced Property Manager to oversee a portfolio of residential communities in Hayward, California. This is a Contract position suited for a hands-on leader who can balance operational performance, regulatory compliance, resident satisfaction, and team development. The role requires close coordination with onsite teams and central support functions to maintain strong property performance and consistent service standards. Strong experience with Low Income Housing Tax Credit is required.</p><p><br></p><p>Property Manager Responsibilities:</p><p>• Direct day-to-day portfolio operations by maintaining clear communication between onsite teams and central office partners to support effective oversight and issue resolution.</p><p>• Lead, coach, and evaluate community management staff, including involvement in hiring decisions, employee development, performance management, and disciplinary actions in alignment with company policies.</p><p>• Review occupancy trends, financial results, and operational indicators on a regular basis, then recommend practical steps to strengthen performance across assigned properties.</p><p>• Conduct routine audits of administrative, accounting, and maintenance functions to confirm compliance with internal procedures, regulatory obligations, and quality expectations.</p><p>• Handle escalated resident concerns and guide site teams toward timely, thorough resolutions that support positive community relations.</p><p>• Perform scheduled site visits and physical inspections each month to assess property conditions, confirm readiness of vacant units, and identify areas needing maintenance or operational improvement.</p><p>• Prepare and monitor annual operating and capital budgets, approve expenses within authorized limits, and assess vendor agreements or service contracts when recommendations are needed.</p><p>• Build productive relationships with lenders, agency representatives, and internal departments while ensuring all applicable housing and regulatory requirements, including HUD-related standards, are followed.</p><p>• Organize and deliver portfolio meetings and training sessions, while mentoring emerging leaders within the assigned communities and promoting a collaborative, inclusive team environment.</p><p><br></p><p>If you are interested in this contract Property Manager position, and meet the required experience, please apply today!</p>
<p>We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Lead Wealth Advisor | Wealth Management Firm | SF; Hybrid - 2 Days Onsite only</strong></p><p> </p><p>Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.</p><p><strong> </strong></p><p>Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage complex client relationships as a trusted advisor</li><li>Deliver comprehensive wealth management, investment, and financial planning advice</li><li>Develop customized investment strategies and long-term planning recommendations</li><li>Partner with internal specialists to provide holistic client solutions</li><li>Lead client meetings, portfolio reviews, and ongoing relationship management</li><li>Oversee onboarding, account activity, and client service execution</li><li>Support business development through referrals and relationship building</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>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.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><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><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </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><p>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.</p>
<p><strong>interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Associate Advisor | $105K–$125K + Bonus</strong></p><p>📈 <strong>$5B Wealth Management Firm | Excellent Benefits + Career Growth</strong></p><p><br></p><p>🚀 <strong>Want to build a long-term career in wealth management—not just service clients, but eventually lead relationships of your own?</strong></p><p><br></p><p>I’m working with an established wealth management firm with <strong>approximately $5B in assets under management</strong> that’s looking for a motivated, detail-oriented <strong>Associate Advisor</strong> to join its growing advisory team.</p><p><br></p><p>This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently.</p><p><br></p><p>Even better? The firm offers a <strong>structured training program, hands-on mentorship, and a clear path for professional growth</strong>.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Prepare financial plans and client review meetings</li><li>Analyze client data and help develop financial planning recommendations</li><li>Coordinate implementation and follow through on client action items</li><li>Support 401(k) plan participants and trustees</li><li>Help facilitate retirement plan reviews and investment selection discussions</li><li>Partner with senior advisors, client service, operations, and compliance teams</li><li>Build the technical and relationship-management skills to grow into a more senior advisory role</li></ul><p><br></p>
<p>Robert Half is working with a rapidly growing AI technology company at the forefront of enterprise AI infrastructure, helping businesses build, train, and deploy advanced AI models tailored to their unique data, workflows, and products. Backed by leading investors and founded by innovators behind PyTorch, the organization is helping shape the future of artificial intelligence through cutting-edge technology and a collaborative, high-performance culture.</p><p><br></p><p>We are seeking a strategic, data-driven <strong>Talent Sourcer</strong> to join the growing People team. This individual will play a critical role in building talent pipelines, identifying exceptional passive candidates, and supporting hiring initiatives across technical and go-to-market functions. The ideal candidate is a proactive sourcing professional who thrives in a fast-paced startup environment and knows how to engage highly sought-after talent in a competitive market.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Talent Sourcing & Pipeline Development: Proactively identify, research, and engage high-quality passive candidates through LinkedIn, GitHub, technical communities, open-source networks, and other creative sourcing channels.</li><li>Recruiting Partnership: Collaborate with recruiters, hiring managers, and business leaders to understand hiring needs, define ideal candidate profiles, and develop targeted sourcing strategies.</li><li>Candidate Outreach & Engagement: Create personalized, compelling outreach campaigns that attract top talent and communicate the company's mission, technology, and career opportunities.</li><li>Initial Candidate Screening: Conduct preliminary conversations to assess candidate qualifications, relevant experience, technical capabilities, and alignment with team needs.</li><li>Market Research & Talent Mapping: Research competitor organizations, emerging talent pools, and industry trends to identify opportunities and strengthen recruiting strategies.</li><li>Diversity Sourcing: Build diverse candidate pipelines and implement sourcing strategies that support inclusive and equitable hiring practices.</li><li>ATS Management & Reporting: Maintain accurate candidate records, track sourcing activity, monitor pipeline metrics, and use data to measure and improve sourcing effectiveness.</li><li>Continuous Improvement: Experiment with new sourcing tools, techniques, and engagement strategies to improve candidate conversion and hiring outcomes</li></ul>
<p>We are looking for an AR Supervisor to join our team in Concord, California. This position supports daily receivables operations within a stone, glass, and concrete manufacturing environment while helping maintain accurate financial records and dependable cash flow. The ideal candidate brings strong bookkeeping experience, attention to detail, and the ability to oversee payment activity and account documentation with accuracy and consistency.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop AR/billing staff, manage workloads, and support hiring and performance management.</li><li>Oversee collections, resolve payment issues, and reduce overdue accounts.</li><li>Monitor AR aging, assess collection risks, and recommend recovery actions.</li><li>Manage cash applications, reconciliations, and reporting of cash flow and receivables.</li><li>Ensure compliance with lien, notice, bonding, and release requirements across projects.</li><li>Direct billing operations, including contract billing, change orders, retention, and portal submissions.</li><li>Partner with project teams to improve billing accuracy and minimize unbilled revenue.</li><li>Streamline processes, eliminate inefficiencies, and enhance workflow productivity.</li><li>Implement AI and automation tools to improve billing, collections, reporting, and data management.</li><li>Track key AR metrics, maintain controls, and drive continuous process improvements.</li><li>Lead AR month-end close activities, reconciliations, and audit support.</li><li>Establish cross-training and documented procedures to ensure operational continuity.</li><li>Manage team scheduling, time approvals, employee development, and departmental coverage.</li></ul><p><br></p>
<p><strong>interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Associate Advisor | $105K–$125K + Bonus</strong></p><p>📈 <strong>$5B Wealth Management Firm | Excellent Benefits + Career Growth</strong></p><p><br></p><p>🚀 <strong>Want to build a long-term career in wealth management—not just service clients, but eventually lead relationships of your own?</strong></p><p><br></p><p>I’m working with an established wealth management firm with <strong>approximately $5B in assets under management</strong> that’s looking for a motivated, detail-oriented <strong>Associate Advisor</strong> to join its growing advisory team.</p><p><br></p><p>This is an opportunity to work directly alongside experienced advisors, contribute to financial planning and investment discussions, and develop the skills to eventually manage client relationships independently.</p><p><br></p><p>Even better? The firm offers a <strong>structured training program, hands-on mentorship, and a clear path for professional growth</strong>.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Prepare financial plans and client review meetings</li><li>Analyze client data and help develop financial planning recommendations</li><li>Coordinate implementation and follow through on client action items</li><li>Support 401(k) plan participants and trustees</li><li>Help facilitate retirement plan reviews and investment selection discussions</li><li>Partner with senior advisors, client service, operations, and compliance teams</li><li>Build the technical and relationship-management skills to grow into a more senior advisory role</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
<p><strong><u>100% ON-SITE in San Jose, CA</u></strong></p><p><strong>Contract to Hire Position </strong></p><p>We are looking for an experienced Human Resources (HR) Manager to support and strengthen people operations for an organization in the education industry. This is a Contract to Hire position based in San Jose, California. In this role, you will partner with leaders and employees to foster a compliant, responsive, and employee-centered workplace across the full employment lifecycle. The position requires a strategic HR leader who can balance day-to-day execution with guidance on complex personnel matters while promoting consistent practices and positive employee experiences.</p><p><br></p><p>Responsibilities:</p><p>• Partner with managers and staff to provide guidance on workplace concerns, policy interpretation, performance matters, and employee relations issues.</p><p>• Oversee recruiting activities from sourcing and interviews through offers, onboarding, and retention initiatives to help build a strong workforce.</p><p>• Conduct thorough and impartial employee relations reviews, documenting findings carefully and recommending appropriate next steps.</p><p>• Administer HR programs and processes to ensure alignment with company policies and applicable employment regulations at the local, state, and federal levels.</p><p>• Manage benefits-related activities, including open enrollment coordination and leave administration, while working closely with external vendors and service providers.</p><p>• Lead performance management efforts by coaching supervisors, supporting review processes, and delivering training on HR practices and compliance expectations.</p><p>• Maintain and improve HR procedures, systems, and service delivery methods, including support for HRIS and payroll processes such as Paycom.</p><p>• Supervise HR team members and collaborate with operations and legal partners to address organizational priorities, compliance matters, and risk considerations.</p>
<p>We are looking for a Facilities Technician/Office Coordinator to support daily workplace operations for an insurance organization in San Francisco, California. This Contract position combines hands-on facilities support with office coordination to help maintain a clean, organized, and well-equipped environment for employees, visitors, and vendors. The role will contribute to meeting readiness, seating coordination, supply management, and timely response to workplace service needs. Success in this position requires strong organization, sound judgment, and a proactive approach to resolving facility-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory levels for kitchen, coffee, and office materials, replenish shared areas promptly, and organize storage for efficient use of space.</p><p>• Arrange approved specialty purchases and coordinate deliveries to ensure needed items arrive accurately and on schedule.</p><p>• Prepare conference rooms, training spaces, and office events by setting up furniture, equipment, and room layouts to support business needs.</p><p>• Support visitor access by arranging short-term work areas and facilitating appropriate security badge availability when required.</p><p>• Conduct routine facility inspections, identify maintenance or compliance concerns, and recommend corrective actions in collaboration with the Facilities Manager.</p><p>• Perform basic upkeep tasks such as minor repairs, furniture moves, housekeeping oversight, and monitoring sanitation and overall office appearance.</p><p>• Respond to internal service requests and work with building management, janitorial teams, and external vendors to address lighting, plumbing, cleaning, carpet, and general maintenance needs.</p><p>• Oversee on-site vendor and contractor activity, confirm work is completed to expectations, coordinate dock or freight access when needed, and review facility-related work orders for accuracy.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013516428**</p>
<p>An established Venture Capital firm in the Bay Area that is looking to add a <strong>Staff Accountant</strong> to its finance team. This is an exciting opportunity to join a highly regarded investment firm with a collaborative, close-knit team and a strong track record of investing in innovative, high-growth companies.</p><p>The firm offers a unique opportunity to gain exposure to venture capital, fund operations, and the broader startup ecosystem while working alongside an experienced and stable finance team. This role is ideal for someone who enjoys variety in their day-to-day, takes initiative, and is looking to grow their accounting experience in an entrepreneurial environment.</p><p><br></p><p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support day-to-day accounting operations across the firm's management company and investment funds.</li><li>Assist with accounts payable, expense processing, invoice review, and payment coordination.</li><li>Maintain accurate financial records and assist with general ledger activities and account reconciliations.</li><li>Process and track employee expenses and vendor payments using platforms such as Expensify and Bill.com.</li><li>Assist with monthly and quarterly close processes, financial reporting, and supporting schedules.</li><li>Help maintain accounting records and ensure transactions are properly documented and recorded.</li><li>Support fund-related accounting and operational activities, gaining exposure to investment and fund operations.</li><li>Assist with special projects, process improvements, and other finance initiatives as the firm continues to grow.</li><li>Leverage technology and emerging AI tools to identify opportunities to improve workflows and increase efficiency.</li></ul><p><br></p>
<p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>