<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. The firm has grown to manage more than $1.48 billion in assets as of December 2022.</p><p> They are seeking a <strong>Finance Operations Associate</strong> to join their growing San Ramon team. This is an excellent opportunity to gain hands-on experience across finance, operations, and administration while supporting a collaborative and professional office environment. </p><p> </p><p><strong>Responsibilities </strong></p><ul><li><strong>Financial Reporting & Accounting</strong>: Assist with QuickBooks entries, reconciliations, and monthly reporting.</li><li><strong>Payroll Support</strong>: Help with payroll processing to ensure accuracy and timeliness.</li><li><strong>HR Administration</strong>: Support onboarding, benefits coordination, and other HR-related tasks.</li><li><strong>Office Administration</strong>: Manage supplies, scheduling, and day-to-day office needs.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and liaise with vendors as needed.</li><li><strong>Special Projects</strong>: Partner with the Office Manager and Operations Manager on ad hoc initiatives.</li></ul>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $130-150k (DOE) + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you passionate about delivering exceptional client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a seasoned professional looking to deepen their expertise and grow their career in wealth management.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Client Service Associate, you will play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio management activities. You’ll be part of a collaborative team that values continuous learning, professional development, and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Manage account openings, transfers, closures, and related documentation</li><li>Prepare and process trades and client transactions efficiently</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate and confidential client records</li><li>Ensure compliance with regulatory standards and internal policies</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolios with custodial records</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation tailored to experience</li><li>Comprehensive benefits package including healthcare and 401(k)</li><li>Ongoing training in industry-leading technologies and compliance</li><li>Supportive team environment focused on professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via<strong> </strong>LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
<p><strong>Senior Associate, Accounting </strong></p><p><strong>Location:</strong> San Francisco (Financial District, Hybrid: Tu–Th in office)</p><p><strong>Compensation:</strong> $85–115k base + bonus + excellent benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p><strong>The Role</strong></p><p>The <strong>Senior Associate </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business.</p><p> </p><p>This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance.</p><p>The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul><p> </p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Corporate Accounting Associate</strong></p><p>We’re working with an industry-leading investment management firm in San Francisco that’s seeking a <strong>Corporate Accounting Associate</strong> to play an integral role in their accounting operations. This is an exciting opportunity to join a mission-driven firm that prioritizes ethical business practices, has a collaborative and people-focused culture, and offers long-term growth potential.</p><p><br></p><p><strong>About the Company:</strong></p><p>This organization is the largest pure-play responsible investment firm in the U.S., managing billions in assets under management (AUM). They’re known for investing responsibly in businesses that align with their mission of sustainability, ethical leadership, and delivering value to customers. Headquartered in San Francisco, this firm provides employees with a supportive and intellectually stimulating culture where professional growth and work-life balance are paramount.</p><p>With a hybrid work model allowing three days in-office and two days remote, they encourage collaboration while emphasizing flexibility. Recognized nationally for their workplace culture, they offer employees competitive benefits and the chance to be part of a close-knit, forward-thinking team.</p><p><br></p><p><strong>What You’ll Do:</strong></p><p>As the <strong>Corporate Accounting Associate</strong>, you’ll report directly to the Corporate Accounting Manager and take on critical responsibilities within financial operations. You'll ensure the accuracy of the firm’s financial reporting, make process improvements as the firm scales, and assist with audits and month-end close. You'll also work closely with cross-functional teams, including Investment Operations and Finance, to help align accounting operations with organizational goals.</p><p>Your day-to-day responsibilities will include:</p><p><br></p><ul><li>Completing month-end financial reporting tasks, including accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Preparing bank account reconciliations and general ledger reconciliations each month.</li><li>Ensuring compliance with SOX controls, internal expense policies, and capitalization policies, while documenting processes.</li><li>Identifying opportunities for process improvements to increase operational efficiency.</li><li>Supporting audit preparation and handling ad hoc projects as assigned.</li></ul><p><strong>What’s In It For You:</strong></p><p>This firm offers a competitive compensation package, along with a rich suite of benefits. Highlights include:</p><ul><li>Competitive salary, plus an annual bonus based on personal and company performance</li><li>Comprehensive medical, dental, and vision coverage (100% paid for you and your family with no waiting period)</li><li>2:1 charitable contribution matching</li><li>Generous commuter subsidies for easy access to their Financial District office near BART, Muni, ferries, and cable cars</li><li>A hybrid work model balancing office collaboration and remote flexibility</li><li>Opportunities to work alongside bright, intellectually curious individuals in a supportive work culture</li></ul><p><strong> Excited about this opportunity?</strong> Apply today and send your resume <strong>via LinkedIn to Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>A leading early-stage venture capital firm investing in frontier technologies—including crypto and AI—is seeking a <strong>Finance Associate</strong> with a strong focus on <strong>tax operations</strong>. This role offers a unique opportunity to work at the intersection of emerging technologies and fund management, supporting a dynamic team that values innovation, precision, and strategic thinking.</p><p><br></p><p>The Finance Associate will collaborate directly with senior leadership, controllers, and external advisors to manage tax compliance, fund reporting, audits, and operational processes. This is a high-impact role for someone who thrives in fast-paced environments and is passionate about shaping the future of finance in tech.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Operations:</strong></p><ul><li>Oversee the full tax compliance lifecycle for multiple entities, including funds, general partners, and the management company.</li><li>Review tax documents prepared by advisors, including returns, K-1s, and foreign filings.</li><li>Validate estimated tax calculations and facilitate timely payments.</li><li>Conduct tax code research and collaborate with external advisors to ensure accuracy and compliance.</li><li>Serve as the primary liaison with tax advisors, performing independent research to confirm positions.</li><li>Respond to investor inquiries related to tax matters.</li><li>Lead ad hoc tax research projects to support strategic decision-making.</li></ul><p><strong>Finance & Fund Operations:</strong></p><ul><li>Review financial reports from fund administrators and produce quarterly NAV reports.</li><li>Support the preparation and review of annual financial statements in coordination with auditors.</li><li>Monitor fund performance and investment valuations.</li><li>Participate in operational activities including accounts payable, capital calls, and distributions.</li><li>Address finance-related investor inquiries and assist with strategic projects.</li></ul><p><strong>Why Join</strong></p><p>This firm is known for its deep technical expertise and commitment to supporting visionary founders. Team members are encouraged to think creatively, act with autonomy, and contribute meaningfully to firm-wide initiatives—including the development of proprietary AI tools to optimize operations.</p><p><br></p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Wealth Manager / Senior Wealth Manager</strong></p><p>A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.</p><p>This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Wealth Manager / Sr. Wealth Manager </strong>plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.</li><li>Independently manage a book of business and cultivate new client relationships through referrals and networking.</li><li>Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.</li></ul><p><strong>Financial Planning & Investment Advisory</strong></p><ul><li>Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.</li></ul><p><strong>Business Development</strong></p><ul><li>Source and close new client relationships aligned with the firm’s strategic objectives.</li><li>Engage with centers of influence and participate in community and networking events to drive growth.</li></ul><p><strong>Leadership & Strategic Contribution</strong> <em>(Senior-level only)</em></p><ul><li>Mentor and train associate advisors, sharing best practices and fostering professional development.</li><li>Lead firm-wide initiatives to enhance client experience and operational efficiency.</li><li>Collaborate with leadership to shape long-term strategy and growth.</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure all client activities comply with regulatory standards and internal policies.</li><li>Maintain accurate documentation of client interactions, financial plans, and investment strategies.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary with performance-based incentives.</li><li>Revenue-sharing and goals-based bonuses (senior-level).</li><li>Potential for equity ownership (senior-level).</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership roles and participation in senior management.</li><li>Access to advanced training, industry conferences, and networking opportunities.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Finance Associate – Tax Focus</strong></p><p>A leading early-stage investment firm focused on emerging technologies is seeking a <strong>Finance Associate</strong> with deep expertise in <strong>tax compliance and fund operations</strong>. This full-time role offers a unique opportunity to work at the intersection of finance, innovation, and technology, supporting a dynamic team in a fast-evolving regulatory and operational landscape.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Finance Associate will play a critical role in managing tax compliance across multiple entities, supporting fund reporting and audits, and contributing to strategic finance initiatives. This role is ideal for professionals with strong tax experience in asset management, particularly in venture capital or private equity, who are looking to expand their impact in a forward-thinking environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Oversee the full tax lifecycle for funds, general partners, and management entities.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Conduct tax research and collaborate with external advisors to validate positions.</li><li>Serve as the primary liaison with tax advisors and respond to investor inquiries.</li><li>Lead ad-hoc tax research projects to support strategic decision-making.</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports.</li><li>Support annual financial statement preparation and audit coordination.</li><li>Monitor fund performance and investment valuations.</li><li>Participate in operational processes including capital calls, distributions, and accounts payable.</li><li>Address finance-related inquiries from investors and assist with strategic analysis.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a detail-oriented Sr. Administrative Assistant to join our team in San Francisco, California. This contract position requires a highly organized individual who excels at managing operational tasks, financial processes, and vendor relationships while supporting leadership with various projects. If you thrive in a fast-paced environment and enjoy collaborating with teams and external partners, this role is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the main point of contact for vendors, managing communications, reviewing invoices, and ensuring timely payments.</p><p>• Provide administrative support by organizing company files, tracking spreadsheets, and handling mail and deposits.</p><p>• Collaborate with ownership to oversee special projects, track compliance requirements, and manage necessary documentation.</p><p>• Partner with accounting and ownership to monitor cash flow, process payroll, and assist with insurance renewals.</p><p>• Draft offer letters and assist with onboarding processes while ensuring compliance with labor regulations and company policies.</p><p>• Coordinate local marketing efforts, including website updates and social media campaigns, in partnership with general managers and external vendors.</p><p>• Maintain and update standard operating procedures (SOPs) to ensure smooth operations across departments.</p><p>• Organize storage units and inventory to support operational needs.</p><p>• Schedule and participate in weekly meetings with ownership to review expenses and approve check runs.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013294441 **</p>
<p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both <strong>Managers</strong> and <strong>Senior Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p><br></p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative and mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients.</li><li>Deliver tailored financial planning and investment advisory services.</li><li>Assist in developing and executing financial plans across retirement, tax, estate, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Participate in firm initiatives to enhance client experience and operational efficiency.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Senior Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with <strong>8+ years of experience</strong> who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships.</li><li>Deliver comprehensive financial planning and investment strategies.</li><li>Mentor and train associate advisors, fostering a culture of excellence.</li><li>Lead business development efforts and increase client wallet share.</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals.</li><li>Ensure compliance and maintain detailed client records.</li></ul><p><strong>Compensation & Benefits (Both Roles)</strong></p><ul><li>Competitive salary and performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership and professional growth.</li><li><strong>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities.</strong></li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. They are seeking a <strong>professional, detail-oriented Office Manager - Finance</strong> to join their established and growing team in San Ramon. This role is ideal for someone who can confidently oversee office operations while also handling firm-level accounting responsibilities such as accounts payable. As the first point of contact for many day-to-day operations, the Office Manager plays an essential role in supporting both the internal team and the firm’s high-net-worth clientele.</p><p><br></p><p>If interested in hearing more and for faster consideration, message Jennifer Fukumae on LinkedIn. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Office Management</strong>: Oversee the day-to-day operations of the office, including supplies, scheduling, vendor coordination, and office upkeep.</li><li><strong>Accounting & Finance Support</strong>: Manage accounts payable, support reconciliations, and assist with financial reporting through QuickBooks.</li><li><strong>Payroll & HR Support</strong>: Partner with leadership to support payroll, onboarding, and benefits administration.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and work with external vendors as needed.</li><li><strong>Executive & Team Support</strong>: Serve as a resource to firm leadership and staff, ensuring smooth operations across departments.</li><li><strong>Special Projects</strong>: Lead or support firm-wide projects as needed in partnership with Operations leadership.</li></ul>
<p><strong>Job Posting: Advisor</strong></p><p>A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking an <strong>Advisor</strong> to join its San Francisco office. This is a unique opportunity to make a meaningful impact by helping clients align their wealth with their life goals. You’ll be part of a collaborative team that values purpose-driven financial planning and client service excellence.</p><p><br></p><p><strong>About the Role:</strong></p><p>As an Advisor, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support throughout the client lifecycle—from onboarding to long-term relationship management. You’ll serve as the first point of contact for clients, helping them navigate complex financial strategies and ensuring their financial plans reflect their values and aspirations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary contact for client communications and partner with Lead Advisors on strategic responses</li><li>Review client portfolios and identify planning opportunities across investment, tax, and estate strategies</li><li>Prepare comprehensive meeting materials including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis</li><li>Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management</li><li>Review and approve trades and portfolio rebalances</li><li>Lead client meetings and ensure timely execution of follow-up actions</li><li>Collaborate with internal teams (Tax, Investments, Estate Planning) to deliver integrated financial solutions</li><li>Mentor team members on complex planning topics and contribute to their development</li><li>Maintain and update the Wealth Management Scorecard for each client</li><li>Manage CRM documentation and execute intra-day client requests (e.g., trades, wire transfers)</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more</li><li>Award-winning workplace culture focused on equity, inclusion, and personal growth</li><li>Opportunities for career advancement and community involvement</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
