<p>We are looking for an experienced Marketing Manager for a 3-month, fully remote, contract opportunity. In this role, you will lead omnichannel campaigns, manage diverse marketing projects, and work collaboratively across teams to drive business growth. </p><p><br></p><p>Responsibilities:</p><p>• Develop and execute a comprehensive strategic marketing plan aligned with key business units, including Corporate Finance, Valuation, Fraud & Forensics, and Restructuring.</p><p>• Collaborate with subject matter experts to create impactful content such as thought leadership pieces, case studies, videos, infographics, and social media posts.</p><p>• Plan and implement omnichannel campaigns, including webinars and email nurture streams, to generate marketing leads (MQLs) and support business pipeline growth.</p><p>• Work closely with inbound marketing teams and sales development representatives (SDRs) to optimize lead generation strategies.</p><p>• Organize and manage attendance for strategic conferences, networking events, and referral dinners.</p><p>• Participate in pipeline meetings, providing updates and collaborating with growth partners to monitor progress against objectives.</p><p>• Utilize project management tools to oversee marketing activities and ensure timely delivery of initiatives.</p>
We are seeking an experienced Non-IT Project/Program Manager to lead and coordinate short-term project initiatives in Oakland, CA. The primary focus of this role is to oversee planning, execution, and delivery of non-IT business projects, which may include engineering, research and development, financial systems, or product rollouts. This role requires a strong background in leadership, stakeholder communication, and cross-functional coordination to ensure seamless project delivery within a two-week timeframe. Responsibilities Develop and manage detailed project plans, integrating technical and business activities to achieve goals. Present proposals, reports, and findings to internal and external stakeholders. Oversee project teams: recruit, assign, direct, and evaluate staff, ensuring detail oriented development and competence. Analyze resource requirements and market conditions to assess project feasibility. Collaborate with management, production, and marketing to define specifications and procedures. Review and approve contracts, cost estimates, and project budgets. Direct and approve product designs, changes, and improvements. Negotiate and consult with clients to finalize project requirements and specifications.
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location<em>: </em></strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An established independent RIA firm in the Bay Area is seeking a <strong>Senior Wealth Manager</strong> to lead high-net-worth client relationships, mentor junior advisors, and drive strategic growth initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, with a mission rooted in personal fulfillment, empowerment, and community impact. Advisors are encouraged to go beyond financial metrics to help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Summary</strong></p><p>As a Senior Wealth Manager, you’ll manage your own book of business, cultivate new client relationships, and play a key leadership role in shaping the firm’s future. The ideal candidate thrives in a values-based environment and is passionate about mentoring and strategic contribution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and refine strategies across retirement, tax, estate, investment, and risk management</li><li>Mentor and develop associate advisors, fostering a culture of excellence</li><li>Ensure adherence to regulatory standards and internal policies</li><li>Source and onboard new clients aligned with the firm’s mission</li><li>Build referral networks through centers of influence</li><li>Represent the firm at marketing, networking, and community events</li><li>Lead initiatives to enhance client experience and operational efficiency</li><li>Collaborate with leadership on firm-wide strategic goals</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive revenue-sharing model plus performance-based bonuses</li><li>Pathway to equity ownership</li><li>401(k) with company match</li><li>Generous PTO and paid holidays</li><li>Leadership and growth opportunities within the firm</li><li>Access to advanced training, industry conferences, and networking</li></ul><p><br></p><p><strong>Interested in learning more? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this opportunity aligns with your next career move.</p>
<p>Are you a detail-oriented professional with a passion for creating seamless customer experiences and supporting key business initiatives? Join our client's team as a Marketing Assistant and play a vital role in coordinating events, managing logistics, and supporting impactful business engagements! <strong>This ongoing contract opportunity is 5 days/week ON-SITE in San Jose, CA.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendaring for events such as briefings, tours, and other engagements, ensuring alignment with key business needs.</li><li>Ensure each briefing is fully supported from initial kick-off to post-event follow-up.</li><li>Oversee pre-planning logistics, day-of-event coordination, and post-event reporting.</li><li>Schedule speakers and manage speaker bios, ensuring the speaker lineup aligns with the briefing agenda created by the Manager.</li><li>Elevate the customer experience through attention to detail, including customizations for gifts, swag, virtual backgrounds, room set-up, music, and other special requests.</li><li>Ensure the tour staff is set up for success weekly.</li><li>Handle logistical arrangements, including coordinating calendars, sending invites, booking meeting spaces, managing data entry, and working with vendors for services like catering, A/V, and custom swag.</li><li>Perform regular data entry to support Key Performance Indicator (KPI) and impact reporting on a bi-weekly basis.</li><li>Assist Managers with room set-up and closing duties as needed.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</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<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Company Overview</strong></p><p>We are a fiduciary wealth management firm dedicated to helping individuals and families achieve financial clarity and long-term success. Since 2002, we’ve built a reputation for delivering strategic, objective advice through personalized planning and disciplined portfolio management. Our approach is rooted in deep client relationships, cross-functional expertise, and a commitment to high-touch service. As we continue to grow, we’re looking for professionals who share our values and passion for making a meaningful impact.</p><p><br></p><p><strong>Position Summary</strong></p><p>We’re seeking a motivated and relationship-driven <strong>Financial Advisor</strong> to join our team. In this role, you’ll deliver comprehensive financial planning and investment guidance to a diverse client base. You’ll have the opportunity to build and grow your practice with full support from a collaborative, experienced team. This is an ideal position for someone who thrives in a client-first environment and is ready to take their career to the next level.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement planning, insurance, and debt management</li><li>Create customized financial plans aligned with each client’s unique goals</li><li>Monitor portfolio performance and adjust strategies as needed</li><li>Ensure compliance with industry regulations and firm policies</li><li>Build and maintain strong client relationships through proactive communication</li><li>Partner with internal teams to deliver seamless onboarding and ongoing support</li></ul><p><strong>Why This Role Stands Out</strong></p><p><strong>Established Client Base</strong></p><p>Step into a meaningful book of recurring-revenue clients. While you don’t need to bring a full book, this is not an entry-level role.</p><p><strong>Supportive, High-Integrity Culture</strong></p><p>Join a team that values transparency, ethical conduct, and long-term client relationships.</p><p><strong>Growth-Oriented Environment</strong></p><p>Enjoy full operational support—including marketing, compliance, and administrative resources—to help grow your practice.</p><p><strong>Career Development</strong></p><p>Benefit from firm-sponsored FINRA exam prep and support for CFP® certification.</p><p><strong>Comprehensive Benefits</strong></p><p>Includes profit-sharing 401(k), medical/dental/vision coverage, PTO, paid holidays, sick leave, and quarterly bonuses tied to new asset growth.</p><p><br></p><p><strong>Interested in joining a firm that puts people first—clients and advisors alike?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity could be the next step in your career.<strong></strong></p>
<p><strong>Company Overview</strong></p><p>We are a fiduciary wealth management firm committed to helping individuals and families achieve their financial goals through personalized planning and disciplined portfolio management. Since 2002, we’ve built a reputation for delivering objective, strategic advice that helps clients accumulate, protect, and transfer wealth. Our approach is rooted in deep client understanding, cross-disciplinary expertise, and high-touch service.</p><p><br></p><p><strong>Position Summary</strong></p><p>As a <strong>Financial Advisor</strong>, you will provide comprehensive financial planning and investment guidance to a diverse client base. This role is ideal for a self-starter with a strong foundation in financial services, a client-first mindset, and a desire to build long-term relationships. You’ll work closely with a seasoned team and have the opportunity to grow your practice with full firm support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to each client’s goals</li><li>Monitor client portfolios and market performance, making adjustments as needed</li><li>Maintain compliance with industry regulations and internal policies</li><li>Cultivate and strengthen client relationships through proactive communication and service</li><li>Collaborate with internal teams to ensure seamless client onboarding and support</li></ul><p><strong>Why This Role Stands Out</strong></p><p><strong>Established Client Base</strong></p><p> Step into a meaningful book of recurring-revenue clients—no need to bring a full book, but this is not an entry-level role.</p><p><strong>Supportive, High-Integrity Culture</strong></p><p> Join a collaborative team that values ethical conduct, transparency, and long-term client relationships.</p><p><strong>Growth-Oriented Environment</strong></p><p> Enjoy full support to grow your practice, including marketing, operations, and compliance resources.</p><p><strong>Career Development</strong></p><p> Benefit from company-sponsored FINRA exam prep and support for CFP® certification.</p><p><strong>Comprehensive Benefits</strong></p><p> Includes profit-sharing 401(k), medical/dental/vision coverage, PTO, sick leave, paid holidays, and quarterly bonuses based on new assets brought in.</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>Robert Half is recruiting a Paralegal for a premier plaintiff-side personal injury litigation law firm in San Francisco’s Financial District (near BART/MUNI/ferries). The Paralegal plays a pivotal role in assisting the attorneys with case management and court filings, calendaring for the litigation docket, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Assist with drafting, formatting, proofreading, and finalizing correspondence, pleadings, demand letters, mediation briefs, and other legal documents;</p><p>• Prepare and serve discovery;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar;</p><p>• Process and handle incoming subpoenas and obtain medical records, including medical billing;</p><p>• Create and maintain digital case files for each client;</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail; and</p><p>• Take initiative to manage law firm marketing efforts.</p><p><br></p><p>Desired qualifications:</p><p>• 3+ years litigation legal assistance experience, with some plaintiffs’ PI law experience;</p><p>• College degree, and preferably a Paralegal Certificate;</p><p>• Knowledge of state and Federal (ECF / PACER) e-filing platforms and service processers (OneLegal), local court rules, and calendaring deadlines;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good writing (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects; and</p><p>• Solid word processing experience (MS Office Suite and Adobe) and database software proficiency (Dropbox and Filevine are a plus).</p><p><br></p><p>This is a terrific direct-hire opportunity with a collaborative and very easygoing boutique law firm. Our client is offering a base salary range of $60,000 – 75,000/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and employment benefits including medical insurance plan coverage, 401k Plan, 3 weeks of paid time off (PTO), and paid firm holidays. The attorneys are flexible about occasionally changing schedule to attend to personal appointments.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
