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31 results for Learning And Development Manager in Santa Rosa, CA

Powering the future, Real Estate - Staff Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 85000.00 - 105000.00 USD / Yearly
  • <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>
  • 2026-06-19T20:33:43Z
HR Director
  • Santa Rosa, CA
  • onsite
  • Permanent / Full Time
  • 180000.00 - 250000.00 USD / Yearly
  • <p>We are looking for a dynamic and experienced HR Director to join a well-respected organization in Santa Rosa, Ca. This role is integral to providing strategic leadership and overseeing all aspects of human resources operations. </p><p>Contact Robyn directly for more information 707.387.0299</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day HR operations, ensuring efficiency, consistency, and strong internal support</li><li>Ensure compliance with all employment laws, policies, and proper recordkeeping practices</li><li>Partner closely with Finance and other departments to align on organizational priorities</li><li>Lead employee relations efforts, addressing concerns and resolving issues effectively</li><li>Manage compensation structures and benefits programs to remain competitive and equitable</li><li>Collaborate with payroll to maintain accuracy and integrity of employee data and processing</li><li>Direct talent acquisition efforts, including workforce planning and recruitment strategies</li><li>Drive performance management processes and support employee development initiatives</li><li>Design and implement training and leadership development programs</li><li>Identify opportunities for process improvement and lead continuous improvement efforts</li><li>Act as a strategic advisor to leadership, aligning HR initiatives with overall business objectives</li></ul><p><br></p><p><br></p><p><br></p>
  • 2026-06-12T15:48:42Z
Assistant Manager
  • San Francisco, California, Uni, CA
  • onsite
  • Permanent / Full Time
  • 85000.00 - 100000.00 USD / Yearly
  • <p>Natalie Lue with Robert Half is seeking a hands-on <strong>Accounting Supervisor</strong> with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills.</p><p><br></p><p>Key responsibilities:</p><p>• Full-charge bookkeeping</p><p>• AP/AR + reconciliations</p><p>• Payroll (Paychex, ADP, etc. a plus)</p><p>• Financial reporting + analysis</p><p>• Team supervision</p><p><br></p><p>Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.</p>
  • 2026-06-19T15:53:44Z
Client Associate - $2B AUM and Career Growth
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 100000.00 USD / Yearly
  • <p>Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession.</p><p><br></p><p>If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement.</p><p><br></p><ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul><p>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.</p><p>You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.</p><p>This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.</p>
  • 2026-06-25T19:08:44Z
Senior Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are looking for an experienced Senior Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Oakland, California. This role oversees critical close activities, maintains integrity across the general ledger, and partners with internal and external stakeholders during audit processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving reporting accuracy and control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead accounting team and oversee AP, AR, payroll, and GL operations</li><li>Manage close processes, reconciliations, and financial reporting</li><li>Ensure team coverage across functions for continuity</li><li>Improve workflows, strengthen controls, and drive process automation</li><li>Maintain procedures, documentation, and cross-training programs</li><li>Support financial reporting, compliance, and audit/tax activities</li><li>Partner with stakeholders and leadership on financial needs</li><li>Contribute to system improvements, special projects, and scaling the function</li></ul><p><br></p>
  • 2026-06-10T23:43:42Z
Attorney/Lawyer
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
  • 2026-06-11T18:44:10Z
Human Resources (HR) Manager
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 185000.00 USD / Yearly
  • <p>We are looking for an experienced Human Resources Manager to lead employee and labor relations initiatives for a healthcare organization in California. This role is responsible for guiding managers through complex workplace matters, strengthening HR practices, and supporting a productive, compliant work environment. The ideal candidate brings deep expertise in union environments, employee relations strategy, and policy interpretation, along with the ability to balance operational needs with organizational goals.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead employee and labor relations activities, providing direction on workplace concerns, investigations, and conflict resolution across the organization.</p><p>• Serve as a key representative in grievance discussions, arbitration proceedings, and other employment-related hearings involving union or employee matters.</p><p>• Participate in collective bargaining efforts, helping prepare negotiation strategies and supporting outcomes that align with financial, operational, and strategic objectives.</p><p>• Advise and coach supervisors and leaders on performance management, corrective action, policy application, and legally sound employment practices.</p><p>• Oversee assigned HR staff by setting expectations, delivering feedback, conducting evaluations, and supporting career development.</p><p>• Design and deliver training for managers and teams on labor relations, employee relations, workplace compliance, and related human resources topics.</p><p>• Develop, refine, and interpret HR policies, procedures, and guidelines to ensure consistency with organizational standards and regulatory requirements.</p><p>• Monitor departmental operating, staffing, and capital budgets, using data and reporting to support planning and decision-making.</p><p>• Partner with hospital leaders, physicians, and cross-functional teams to drive collaborative solutions that improve employee experience and organizational effectiveness.</p>
  • 2026-06-10T17:13:46Z
Attorney/Lawyer
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 175000.00 - 250000.00 USD / Yearly
  • <p>Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases with professionalism and precision</p><p>• Draft complaints, motions, pleadings, and discovery documents as required</p><p>• Take and defend depositions effectively and thoroughly</p><p>• Argue motions in court</p>
  • 2026-06-15T22:13:45Z
Project Manager
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 50.00 - 55.00 USD / Hourly
  • <p>We are looking for a Project Manager to lead the creation and rollout of a global Workplace Experience Playbook that supports hospitality-focused office operations in San Francisco, California. This long-term contract position will drive discovery, journey mapping, documentation, and stakeholder readiness to establish consistent workplace standards ahead of a major office launch. The role works closely with workplace, security, IT/AV, and event-related partners to translate operational needs into practical processes, governance, and user guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead a multi-phase project to build a comprehensive workplace operations playbook that defines service standards, workflows, and governance for office experiences.</p><p>• Facilitate cross-functional interviews and working sessions to gather operational insights, identify friction points, and align stakeholders on priorities and delivery goals.</p><p>• Review current workplace technologies and usage patterns to assess effectiveness across reservations, calendars, registrations, and related employee-facing tools.</p><p>• Create detailed journey maps for employees, assistants, planners, executives, board members, and external visitors, covering both digital interactions and in-office experiences.</p><p>• Produce clear operational documentation that outlines scheduling rules, space prioritization, service procedures, and decision-making responsibilities.</p><p>• Coordinate with security, IT/AV, workplace experience, and real estate partners to ensure processes reflect compliance, hospitality, and technical requirements.</p><p>• Support change management and stakeholder enablement efforts by preparing training materials, communications, and adoption guidance for new workplace standards.</p><p>• Track project milestones, risks, feedback, and reporting metrics to keep the engagement on schedule and aligned with launch expectations.</p>
  • 2026-07-09T23:33:39Z
Director of Fund Operations and Business Management
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 225000.00 - 325000.00 USD / Yearly
  • <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>
  • 2026-07-02T17:30:09Z
Wealth Analyst | Join a Premier Wealth Management Firm Servi
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Compensation:</strong> Up to <strong>$120K</strong> + Bonus (up to 20%) + Profit Sharing</p><p>  <strong>Location:</strong> San Francisco Financial District (Hybrid – 2 days/week)</p><p><br></p><p>If you're looking for a role that goes <strong>far beyond spreadsheets and support work</strong>, this could be the career move you've been waiting for.</p><p><br></p><p>Join a highly respected wealth management firm that advises <strong>ultra-high-net-worth individuals and multi-generational families</strong>, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.</p><p><br></p><p>This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.</p><p><strong> What You'll Do</strong></p><p>✔ Build and refine comprehensive financial plans</p><p> ✔ Analyze investment portfolios and prepare client recommendations</p><p> ✔ Create portfolio models and performance reports</p><p> ✔ Prepare materials for client meetings and participate in client discussions</p><p> ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies</p>
  • 2026-06-26T17:03:56Z
Construction Attorney
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 75.00 - 85.00 USD / Hourly
  • <p>Our client, a highly respected California law firm representing California school districts, community college districts, public agencies, and governmental entities throughout the state, is seeking an experienced Construction Attorney to support its Business, Property & Construction Group on a part-time contract basis.</p><p>The firm is open to attorneys with either a <strong>transactional</strong> or <strong>litigation</strong> background, provided they bring meaningful experience in California construction law involving public works, public procurement, construction contracts, construction disputes, or related matters representing public entities.</p><p>This opportunity is ideal for an attorney who enjoys sophisticated construction-related legal work while maintaining the flexibility of a reduced-hour schedule. The practice advises public entities throughout all phases of construction projects, including procurement, contracting, project implementation, contract administration, claims management, and dispute resolution.</p><p>While the client is prioritizing candidates local to the San Francisco Bay Area, attorneys with demonstrated experience in California public works, construction contracts, procurement, Education Code matters, construction litigation, construction defect, design defect, delay claims, or public entity construction matters who are located near one of the firm's California offices (San Francisco, Sacramento, Fresno, Long Beach, or San Diego) are encouraged to apply, provided they can meet the onsite onboarding expectations.</p><p><strong>Key Responsibilities</strong></p><p>Depending on experience, responsibilities may include:</p><ul><li>Draft, review, and negotiate construction contracts, architectural, engineering, consultant, and professional services agreements in support of public entity construction matters. </li><li>Support attorneys in advising school districts and other California public entities on public works, procurement, Education Code, and public contracting matters. </li><li>Assist with construction procurement, project delivery, contract administration, and project implementation matters. </li><li>Support construction-related litigation, including construction defect, design defect, delay claims, contract disputes, bid protests, public contracting disputes, discovery, motion practice, and legal research. </li><li>Prepare school board agenda materials, governance documentation, and other legal work product in support of client matters. </li><li>Collaborate with attorneys throughout the firm's Business, Property & Construction Group.</li></ul><p><br></p>
  • 2026-07-08T17:34:06Z
Lead Wealth Advisor
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 250000.00 USD / Yearly
  • <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; 2 Days Onsite </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>
  • 2026-07-02T17:30:09Z
HR Assistant
  • Colma, CA
  • onsite
  • Temporary / Contract
  • 25.65 - 29.70 USD / Hourly
  • <p>Are you highly organized, detail-oriented, and looking to build your career in healthcare administration? We are partnering with a well-established healthcare organization in Colma that is seeking a <strong>Credentialing Specialist</strong> to join their team. This is an excellent opportunity for someone who enjoys working with documentation, maintaining accurate records, and supporting critical credentialing and compliance processes in a collaborative environment.</p><p><br></p><p>If you thrive in a fast-paced setting, have strong administrative skills, and take pride in accuracy, we'd love to hear from you. Comprehensive training is provided, making this an excellent opportunity for candidates who are eager to learn and grow within healthcare operations.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support the credentialing team with daily administrative and operational tasks.</li><li>Process, update, and maintain employee credentialing and compliance records with a high degree of accuracy and confidentiality.</li><li>Enter, audit, and verify employee information within the Paycom HRIS system.</li><li>Utilize Microsoft Excel, Word, Outlook, and other Microsoft Office applications to manage documentation and reporting.</li><li>Access government and regulatory websites to retrieve, verify, and save required licensing and compliance documentation.</li><li>Perform quality assurance reviews to ensure credentialing records are complete, accurate, and up to date.</li><li>Respond to phone and email inquiries while providing professional customer service to employees and internal departments.</li><li>Organize, track, and maintain electronic personnel and credentialing files.</li><li>Partner with internal teams to ensure credentialing deadlines and compliance requirements are met.</li><li>Participate in departmental onboarding and training while learning credentialing policies, procedures, and best practices.</li></ul><p><br></p><p><br></p><p><br></p>
  • 2026-07-08T16:53:39Z
Wealth Analyst | High-Growth Opportunity with Partner Track
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Compensation:</strong> Up to <strong>$120K</strong> + Bonus (up to 20%) + Profit Sharing</p><p>  <strong>Location:</strong> San Francisco Financial District (Hybrid – 2 days/week)</p><p><br></p><p>If you're looking for a role that goes <strong>far beyond spreadsheets and support work</strong>, this could be the career move you've been waiting for.</p><p><br></p><p>Join a highly respected wealth management firm that advises <strong>ultra-high-net-worth individuals and multi-generational families</strong>, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.</p><p><br></p><p>This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.</p><p><strong> What You'll Do</strong></p><p>✔ Build and refine comprehensive financial plans</p><p> ✔ Analyze investment portfolios and prepare client recommendations</p><p> ✔ Create portfolio models and performance reports</p><p> ✔ Prepare materials for client meetings and participate in client discussions</p><p> ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies</p>
  • 2026-06-26T17:03:56Z
DevOps Engineer
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 170000.00 - 180000.00 USD / Yearly
  • <p>We are looking for a Sr.DevOps Engineer to strengthen our engineering organization in San Francisco, California. In this role, you will improve the foundation that supports application delivery, platform reliability, and developer productivity across cloud-based systems. You will work closely with engineering partners to create scalable infrastructure, streamline release processes, and build dependable operational practices that support continued growth.</p><p><br></p><p>Responsibilities:</p><p>• Architect and maintain cloud infrastructure using infrastructure-as-code practices that promote consistency, scalability, and operational simplicity.</p><p>• Create and refine automated delivery pipelines to support dependable, efficient releases across multiple services and environments.</p><p>• Establish repeatable deployment approaches for serverless applications, container-based platforms, and orchestrated workflows.</p><p>• Build internal automation and developer tools that reduce manual effort and help backend and machine learning teams work more efficiently.</p><p>• Enhance development, testing, and staging environments to improve workflow speed and reduce friction during software delivery.</p><p>• Define strong monitoring and observability practices across logs, metrics, and tracing to improve system visibility and troubleshooting.</p><p>• Investigate reliability, latency, and performance issues in distributed environments and partner with engineers to implement lasting improvements.</p><p>• Strengthen operational readiness by supporting incident response, contributing to post-incident reviews, and turning findings into better tooling and processes.</p><p>• Integrate security and compliance controls into infrastructure and deployment workflows, including access management, patching, and vulnerability remediation.</p>
  • 2026-06-22T15:53:44Z
VP of Client Services - Wealth Management
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 145000.00 - 175000.00 USD / Yearly
  • <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>
  • 2026-06-17T20:24:01Z
Legal Assistant
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 70000.00 - 80000.00 USD / Yearly
  • <p>We are looking for an experienced Workers Compensation Legal Assistant to support attorneys in a fast-paced law practice. This position is ideal for someone who is highly organized, communicates effectively, and can manage multiple priorities with accuracy and professionalism. The role offers a primarily remote schedule, with weekly in-office attendance and initial onsite training for new hires.</p><p><br></p><p>Responsibilities:</p><p>• Oversee attorney schedules by tracking key dates, monitoring deadlines, and helping ensure timely case progression.</p><p>• Arrange litigation-related events such as depositions, hearings, trials, and medical evaluations while coordinating with all relevant parties.</p><p>• Build, update, and maintain well-organized client matter files so documents and case information remain complete and accessible.</p><p>• Prepare clear and accurate written communications for external contacts, including counsel, insurance representatives, witnesses, and service providers.</p><p>• Draft legal documents and supporting materials for court submission, including pleadings and electronic filings.</p><p>• Handle incoming and outgoing correspondence and mail, ensuring timely distribution and proper case documentation.</p><p>• Provide day-to-day administrative and legal support to assigned attorneys across a range of case activities.</p><p>• Participate in onsite training during the onboarding period and report to the office once each week thereafter.</p>
  • 2026-06-11T18:44:10Z
Compliance Operations Specialist
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 30.00 - 35.00 USD / Hourly
  • <p>A San Francisco–based corporate organization is seeking a Compliance Operations Specialist (Legal & HR) to support its growing compliance function. This is a hybrid opportunity (four days in-office, Fridays remote) for a proactive and detail-oriented professional with experience in compliance, legal operations, or HR compliance. The Compliance Operations Specialist will play a key role in supporting audits, investigations, regulatory responses, and cross-functional compliance initiatives across Legal, HR, Payroll, and Safety teams. This role is well-suited for someone looking to grow their career in compliance within a fast-paced, operationally driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support compliance audits and agency matters through data collection, document organization, tracking, and drafting initial responses for legal review</li><li>Assist with workplace safety and OSHA-related matters, including gathering information, preparing draft responses, and supporting compliance initiatives (training provided)</li><li>Conduct research on federal, state, and local employment and safety regulations to support policy updates and implementation</li><li>Help manage compliance programs and projects, including tracking deadlines, maintaining dashboards, and ensuring timely execution across workstreams</li><li>Coordinate with cross-functional teams (Legal, HR, Payroll, Safety) to drive compliance initiatives and follow-through </li><li>Prepare reports, metrics, and dashboards to track compliance performance and identify trends, risks, and areas for improvement</li><li>Assist with planning and coordinating compliance meetings, ensuring alignment and accountability across stakeholders</li><li>Support development and maintenance of compliance tools, trackers, and reporting systems (e.g., Excel, Smartsheet, Workday) </li><li>Contribute to special projects and broader compliance initiatives as needed</li></ul>
  • 2026-06-25T18:48:44Z
Compliance Specialist
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 30.00 - 40.00 USD / Hourly
  • <p>A San Francisco–based corporate organization is seeking a Compliance Operations Specialist (Legal & HR) to support its growing compliance function. This is a hybrid opportunity (four days in-office, Fridays remote) for a proactive and detail-oriented professional with experience in compliance, legal operations, or HR compliance. The Compliance Operations Specialist will play a key role in supporting audits, investigations, regulatory responses, and cross-functional compliance initiatives across Legal, HR, Payroll, and Safety teams. This role is well-suited for someone looking to grow their career in compliance within a fast-paced, operationally driven environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support compliance audits and agency matters through data collection, document organization, tracking, and drafting initial responses for legal review</li><li>Assist with workplace safety and OSHA-related matters, including gathering information, preparing draft responses, and supporting compliance initiatives (training provided)</li><li>Conduct research on federal, state, and local employment and safety regulations to support policy updates and implementation</li><li>Help manage compliance programs and projects, including tracking deadlines, maintaining dashboards, and ensuring timely execution across workstreams</li><li>Coordinate with cross-functional teams (Legal, HR, Payroll, Safety) to drive compliance initiatives and follow-through </li><li>Prepare reports, metrics, and dashboards to track compliance performance and identify trends, risks, and areas for improvement</li><li>Assist with planning and coordinating compliance meetings, ensuring alignment and accountability across stakeholders</li><li>Support development and maintenance of compliance tools, trackers, and reporting systems (e.g., Excel, Smartsheet, Workday) </li><li>Contribute to special projects and broader compliance initiatives as needed</li></ul>
  • 2026-06-26T18:38:41Z
Sr. Employment Attorney
  • Berkeley, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 230000.00 USD / Yearly
  • We are looking for an experienced Senior Employment Attorney to join a legal team serving clients in California. This position focuses on guiding employers through complex workplace matters, handling disputes, and delivering practical legal advice that helps reduce risk. The ideal candidate brings deep knowledge of California labor and employment law, sound judgment, and the ability to lead sophisticated matters while building strong client relationships.<br><br>Responsibilities:<br>• Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution.<br>• Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings.<br>• Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations.<br>• Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions.<br>• Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures.<br>• Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters.<br>• Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation.<br>• Support the growth of the legal team by coaching entry-level attorneys, sharing subject matter knowledge, and providing guidance on case strategy.
  • 2026-07-02T17:30:09Z
Procurement Director
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 170000.00 USD / Yearly
  • <p>We are looking for a Director of Procurement to lead purchasing activities and strengthen sourcing practices for our Oakland, California operations. This role focuses on managing end-to-end procurement activities, improving buying efficiency, and supporting sound commercial decisions across the organization. The ideal candidate brings strong experience in supplier engagement, contract discussions, and purchase order oversight while maintaining high standards of compliance and cost control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead purchasing activities by researching suppliers, managing bids, comparing options, and negotiating pricing and contracts.</li><li>Oversee purchasing operations, including purchase requests, purchase orders, budget tracking, spending reports, inventory oversight, and process improvements.</li><li>Work with leadership and departments to support purchasing needs, provide training and guidance, assist with IT purchases, and improve procurement processes.</li><li>Develop and enforce purchasing policies, standardize procedures, manage vendor contracts, and identify cost-saving opportunities.</li><li>Manage vendor agreements, track renewals and compliance, maintain accurate records, coordinate contract reviews, and resolve vendor issues when needed.</li></ul>
  • 2026-07-10T22:34:04Z
VP of Client Services
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 130000.00 - 180000.00 USD / Yearly
  • <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>VP of Client Services | Wealth Management Firm | San Francisco; Hybrid</strong></p><p> </p><p>Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business.</p><p> </p><p>This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-02T17:30:09Z
CPA or EA? Ready to Move Beyond Busy Season?
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p>&#128176; <strong>Great Base + Bonus</strong></p><p>&#128205; <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you'll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>
  • 2026-07-08T17:58:38Z
Videographer
  • Walnut Creek, CA
  • remote
  • Temporary / Contract
  • 40.00 - 50.00 USD / Hourly
  • <p>We are looking for a creative Video Editor/Motion Graphics Designer to support a contract opportunity in the San Francisco Bay Area. This role focuses on turning text-based learning materials into clear, engaging video content that helps audiences absorb information more easily. The ideal candidate brings strong visual storytelling skills and can create high-quality course videos using motion graphics, animation, screen capture, and voice-driven formats. You will partner with the team to develop a cohesive style while independently driving production from concept through final delivery.</p><p><br></p><p>Responsibilities:</p><p>• Transform written course materials into engaging video modules that communicate information in a clear and visually effective way.</p><p>• Produce a course introduction video that establishes the overall theme, structure, and learning experience for viewers.</p><p>• Design and edit motion graphics, animated text, screen recordings, and other visual elements to support instructional storytelling.</p><p>• Rework dense source content into concise video narratives that are easier for learners to follow and retain.</p><p>• Determine the most suitable creative approach for each video, including explainer-style visuals, kinetic typography, or other asset-light formats.</p><p>• Collaborate with internal stakeholders to align deliverables with the desired tone, pacing, visual identity, and educational goals.</p><p>• Manage production schedules and editing timelines to ensure all video assets are completed on time and to quality standards.</p><p>• Capture or incorporate video footage as needed, using effective camera and editing techniques to strengthen final output.</p>
  • 2026-06-10T21:18:40Z
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