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113 results for Vp Of Technology in Secondary

VP of Technology
  • Nashville, TN
  • onsite
  • Permanent / Full Time
  • 200000.00 - 250000.00 USD / Yearly
  • <p>We are seeking a highly experienced <strong>Enterprise Product Lead</strong> to play a critical leadership role in a large-scale technology and business transformation initiative within a complex global organization.</p><p><br></p><p>This is a <strong>VP-level leadership opportunity</strong> for someone who can operate at the intersection of product, technology, engineering, and enterprise strategy. The individual will be responsible for translating business priorities into scalable technology capabilities while helping establish a stronger internal product and engineering organization.</p><p><br></p><p>A significant component of this role will be leading and developing a team of approximately <strong>7–10 product engineers</strong> while helping transition key technology capabilities that have historically relied heavily on external contractors toward greater internal ownership and expertise.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Own and drive enterprise product strategy, translating organizational priorities into actionable technology roadmaps and scalable product capabilities.</li><li>Lead, mentor, and develop a team of approximately <strong>7–10 product engineers</strong>, establishing clear expectations, accountability, and strong product-development practices.</li><li>Lead the initiative to build greater <strong>in-house product and engineering capability</strong>, reducing dependency on contractor-led delivery while ensuring continuity and knowledge transfer.</li><li>Serve as a critical <strong>bridge between technology and the broader global organization</strong>, translating complex technical concepts into clear business implications and ensuring business priorities are understood by technical teams.</li><li>Partner closely with engineering, architecture, business leaders, and other senior stakeholders to align product strategy with technical execution.</li><li>Provide leadership around internally developed applications and enterprise platforms, with the ability to understand how systems have been built, how they operate, and how they should evolve.</li><li>Establish and execute product roadmaps tied to measurable business outcomes, adoption, scalability, efficiency, and long-term value.</li><li>Lead product discovery and validation efforts to identify high-value business problems and determine the right technology solutions.</li><li>Develop and champion business cases for major initiatives, including ROI, investment requirements, risks, priorities, and measurable success criteria.</li><li>Establish product-development standards, prioritization frameworks, governance, and decision-making processes.</li><li>Define and monitor KPIs around product adoption, business value, operational efficiency, and capability reuse.</li><li>Remain hands-on enough to challenge assumptions, remove roadblocks, refine requirements, and help teams navigate complex delivery issues.</li><li>Stay current on emerging technologies, including <strong>AI and modern product-development practices</strong>, and identify where they can create meaningful business value.</li></ul>
  • 2026-09-30T16:38:46Z
VP of Technology
  • Phoenix, AZ
  • onsite
  • Permanent / Full Time
  • 225000.00 - 300000.00 USD / Yearly
  • We are looking for a strategic technology executive to lead infrastructure direction, strengthen enterprise systems, and align technical capabilities with business goals in Phoenix, Arizona. This role oversees core platforms, guides architecture decisions, and promotes disciplined delivery practices across teams. The ideal candidate brings strong leadership experience with cloud environments, network technologies, and modern execution frameworks while building a reliable and scalable technology organization.<br><br>Responsibilities:<br>• Define and lead the enterprise technology strategy with a focus on resilient infrastructure, secure operations, and long-term scalability.<br>• Direct the design, performance, and lifecycle management of core infrastructure, including cloud services, networking environments, and hardware platforms.<br>• Partner with senior leadership to translate business priorities into practical technology roadmaps, investment plans, and execution milestones.<br>• Establish and refine Agile Scrum-based delivery practices to improve cross-functional collaboration, visibility, and accountability.<br>• Oversee technology teams and external partners, setting expectations, developing talent, and fostering a high-performance engineering culture.<br>• Evaluate current systems and recommend improvements that enhance reliability, efficiency, security, and operational continuity.<br>• Govern technology standards, architecture decisions, and risk management processes to support compliant and stable operations.<br>• Track key performance indicators, budgets, and service outcomes to ensure technology initiatives deliver measurable business value.
  • 2026-10-19T17:58:48Z
VP of Technology
  • Milwaukee, WI
  • onsite
  • Permanent / Full Time
  • 120000.00 - 175000.00 USD / Yearly
  • We are looking for an experienced technology executive to guide enterprise IT strategy and ensure reliable, secure operations across a multi-state organization in Milwaukee, Wisconsin. This leader will shape long-term technology plans, strengthen governance and risk management practices, and partner with senior leadership to align systems and investments with organizational goals. The role also oversees infrastructure, cybersecurity, vendor relationships, and service delivery while supporting teams through a fast-moving and mission-driven environment.<br><br>Responsibilities:<br>• Lead the overall direction of the technology function, including team leadership, operational oversight, financial planning, and investment priorities.<br>• Create and carry out a forward-looking IT roadmap that supports organizational objectives and improves service delivery across multiple locations.<br>• Direct the performance, security, and ongoing maintenance of enterprise technology systems spanning cloud platforms, on-premise environments, networks, and end-user tools.<br>• Establish effective practices for data management, including storage, access, protection, and information sharing across business applications and databases.<br>• Define and uphold IT governance, security standards, and operational policies that protect system availability, confidentiality, and data integrity.<br>• Manage technology sourcing activities, from evaluating solutions and negotiating vendor agreements to overseeing asset lifecycle planning for hardware and software.<br>• Partner with executive stakeholders to prioritize initiatives, advise on technology decisions, and support organizational planning and policy development.<br>• Monitor compliance obligations and technology-related risks, providing leadership with clear reporting and recommendations for mitigation.<br>• Ensure responsive technical support for employees and foster a service-oriented approach that improves the user experience across the organization.<br>• Represent the technology function in external meetings, presentations, and other organizational activities as needed, including travel and occasional non-standard hours.
  • 2026-10-20T19:04:20Z
VP of Technology
  • Gainesville, FL
  • onsite
  • Permanent / Full Time
  • 250000.00 - 300000.00 USD / Yearly
  • <p>We are looking for a strategic technology executive (VP of IT) to lead the organization’s enterprise systems, digital capabilities, and operational IT functions in Gainesville, Florida. This leader will work closely with senior stakeholders to shape a forward-looking technology vision that strengthens performance, supports growth, and enables modern business practices. The role combines hands-on oversight of core technology domains with executive leadership across planning, governance, cybersecurity, and service delivery.</p><p><br></p><p>Responsibilities:</p><p>• Shape and carry out a company-wide technology strategy, including long-range planning, governance practices, and funding priorities that support organizational goals.</p><p>• Direct the performance and continuous improvement of enterprise platforms, custom software efforts, system integrations, cloud environments, user computing tools, and daily IT operations.</p><p>• Collaborate with executive and departmental leaders to uncover opportunities for automation, process enhancement, and broader digital advancement across the business.</p><p>• Define and enforce standards for solution architecture, application development, information security, risk controls, continuity planning, disaster recovery, and compliance requirements.</p><p>• Oversee the technology project portfolio by setting priorities, assigning resources, monitoring governance, and driving timely, cost-conscious execution.</p><p>• Lead relationships with external technology providers, including contract discussions, managed service oversight, and strategic partner engagement.</p><p>• Own IT operating and capital planning by managing budgets, tracking performance indicators, and establishing clear accountability for results.</p><p>• Build, mentor, and guide a strong technology organization that encourages teamwork, innovation, dependable service, and skill development.</p>
  • 2026-10-21T12:53:47Z
VP of Technology
  • Needham, MA
  • onsite
  • Permanent / Full Time
  • 300000.00 - 350000.00 USD / Yearly
  • We are looking for a strategic and hands-on technology executive to guide the company’s IT direction during a pivotal stage of growth in Needham, Massachusetts. This leader will shape enterprise systems, cybersecurity, infrastructure, data capabilities, and digital innovation while partnering closely with senior leadership and cross-functional teams. The role is responsible for building scalable, compliant, and business-ready technology operations that support clinical development and commercial readiness.<br><br>Responsibilities:<br>• Define and lead the enterprise technology strategy, aligning platforms, processes, and investments with organizational priorities and long-term growth plans.<br>• Direct day-to-day IT operations across internal staff and external service providers, ensuring reliable support, strong performance, and clear accountability.<br>• Oversee regulated business systems and technology environments used across clinical, quality, regulatory, finance, HR, supply chain, technical operations, commercial, and research functions.<br>• Strengthen cybersecurity, identity and access controls, risk management, and disaster recovery capabilities to protect systems, data, and business continuity.<br>• Manage the Microsoft 365 and cloud ecosystem, driving secure, efficient, and scalable use of collaboration tools, infrastructure, and SaaS applications.<br>• Establish data governance practices and expand analytics and AI capabilities that improve decision-making and operational insight across the organization.<br>• Partner with business leaders to prepare technology operations for commercial launch activities and evolving organizational demands.<br>• Lead vendor strategy, contract oversight, and service delivery management to maximize value, reduce risk, and maintain dependable external partnerships.<br>• Ensure IT practices, documentation, and systems remain aligned with GxP expectations, 21 CFR Part 11 requirements, and other applicable regulatory standards.
  • 2026-10-09T12:58:43Z
Director of IT
  • Sherman Oaks, CA
  • onsite
  • Permanent / Full Time
  • 140000.00 - 160000.00 USD / Yearly
  • <p>Director of IT</p><p>Sherman Oaks, CA (Onsite)</p><p>Salary: Up to $160,000 DOE</p><p><br></p><p>We are seeking a Director of IT to lead technology strategy, vendor management, cybersecurity oversight, and enterprise applications for a growing organization. This role will serve as the primary technology leader, partnering with executive leadership to modernize systems, improve integrations, and drive technology initiatives across the business.</p><p>What You'll Do</p><ul><li>Develop and execute the organization's technology roadmap.</li><li>Manage relationships with MSPs, technology vendors, and implementation partners.</li><li>Lead software implementations, system upgrades, integrations, and modernization projects.</li><li>Oversee cybersecurity strategy, risk management, and business continuity planning.</li><li>Optimize enterprise applications, including CRM, ERP, HR, and other business systems.</li><li>Drive process improvement, automation, reporting, and AI-enabled solutions.</li><li>Partner with stakeholders to translate business needs into scalable technology solutions.</li></ul><p>For immediate consideration, direct message Reid Gormly on LinkedIN and Apply Now</p>
  • 2026-10-16T23:48:47Z
VP/Director of Finance
  • Houston, TX
  • onsite
  • Permanent / Full Time
  • 100000.00 - 240000.00 USD / Yearly
  • <p>Join a forward-thinking organization and lead the transformation of the Finance function into a digital, data-driven organization. This high-impact role will partner closely with the CFO, Finance Leadership, CIO, CDAO, and HR to drive enterprise-wide finance modernization initiatives.</p><p>Key Responsibilities</p><ul><li>Develop and execute the Finance Transformation roadmap across Accounting, FP& A, Treasury, Shared Services, Procurement, and Strategic Sourcing.</li><li>Lead business process redesign, automation, AI enablement, and digital finance initiatives.</li><li>Identify and prioritize transformation opportunities, building ROI-driven business cases and measurable value creation.</li><li>Drive adoption of data analytics, AI, automation, reporting, and self-service technologies across Finance.</li><li>Partner with Finance and Technology leaders to define future-state processes, systems, governance, and reporting strategies.</li><li>Establish Finance transformation KPIs, scorecards, and executive-level reporting.</li><li>Champion a citizen developer/citizen coder culture, empowering Finance teams to leverage technology independently.</li><li>Design and implement Finance talent strategies, training programs, and organizational readiness plans for a digitally enabled future.</li><li>Lead, mentor, and develop a high-performing Finance Transformation team.</li></ul>
  • 2026-10-17T01:04:25Z
IT Manager/Director
  • Hoboken, NJ
  • onsite
  • Temporary to Hire
  • 39.59 - 45.84 USD / Hourly
  • <p>We are looking for a hands-on IT leader to support and strengthen technology operations for an education/ non profit client near Hoboken, NJ. This contract to hire role is ideal for someone with prior education or non profit industry experience who can balance day-to-day technical troubleshooting with broader oversight of systems, vendors, and a small support team. The role requires a strong service mindset, the ability to communicate effectively with faculty, parents, and school leadership, and the confidence to guide infrastructure-related initiatives while remaining actively involved in technical work.</p><p><br></p><p>Responsibilities:</p><p>• Provide direct technical support for staff and school users, resolving hardware, software, and connectivity issues in a timely manner.</p><p>• Oversee daily IT operations while leading and mentoring a small technology team to ensure dependable service delivery.</p><p>• Administer core systems such as Active Directory and device configurations to maintain secure and efficient user access.</p><p>• Coordinate with external vendors and infrastructure partners to support network performance, backups, and broader technology needs.</p><p>• Manage school technology platforms, including an ERP, and help ensure systems are aligned with operational requirements.</p><p>• Track, prioritize, and follow through on support requests using the existing ticketing process to maintain responsiveness and visibility.</p><p>• Support the maintenance and improvement of network, server, and endpoint environments across the campus.</p><p>• Communicate clearly with teachers, parents, and school administrators regarding technical issues, priorities, and solutions.</p>
  • 2026-10-16T17:03:59Z
Director of Business Operations | $300K+ Potential Compensat
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 200000.00 - 220000.00 USD / Yearly
  • <p>&#128233; <strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>&#128640; <strong>Director of Business Operations | $200K–$220K Base + 25–50% Bonus</strong></p><p>&#128205; <strong>Larkspur, CA | Hybrid</strong></p><p>&#128176; <strong>Potential Total Compensation of $300K+ | Employee-Owned Firm</strong></p><p><br></p><p><strong>This is not your typical operations leadership role.</strong></p><p>I'm working on a unique opportunity with an established, <strong>employee-owned investment management firm specializing in emerging markets and managing mutual fund strategies</strong>.</p><p><br></p><p>They're looking for an experienced, entrepreneurial professional who can connect the dots across fund administration, compliance, LLC management, HR, and technology—and help build a stronger, more scalable business.</p><p><br></p><p>Reporting to the VP, you'll work across the organization, collaborate with senior leadership, and mentor two Business Managers, with the potential to take on direct management responsibilities as you grow into the role.</p><p><br></p><p><strong>&#128161; What You'll Own</strong></p><ul><li><strong>Fund Administration:</strong> Oversee fund operations, financial reporting, service providers, regulatory updates, tax processes, and client due diligence requests</li><li><strong>Business Operations:</strong> Manage contracts, product planning, launches, and key initiatives supporting the firm's long-term growth</li><li><strong>Compliance:</strong> Contribute to compliance policies, regulatory filings, and committee oversight</li><li><strong>HR & Talent:</strong> Coordinate recruiting, onboarding, performance reviews, compensation programs, and employee development</li><li><strong>Technology & AI:</strong> Oversee technology infrastructure and information security in partnership with external consultants, and contribute to AI initiatives</li><li><strong>Leadership:</strong> Mentor two Business Managers and help build a more efficient, self-sustaining organization</li></ul><p><br></p>
  • 2026-10-16T01:18:39Z
Director of Business Operations | $300K+ Potential Compensat
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 200000.00 - 220000.00 USD / Yearly
  • <p>&#128233; <strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>&#128640; <strong>Director of Business Operations | $200K–$220K Base + 25–50% Bonus</strong></p><p>&#128205; <strong>Larkspur, CA | Hybrid</strong></p><p>&#128176; <strong>Potential Total Compensation of $300K+ | Employee-Owned Firm</strong></p><p><br></p><p><strong>This is not your typical operations leadership role.</strong></p><p>I'm working on a unique opportunity with an established, <strong>employee-owned investment management firm specializing in emerging markets and managing mutual fund strategies</strong>.</p><p><br></p><p>They're looking for an experienced, entrepreneurial professional who can connect the dots across fund administration, compliance, LLC management, HR, and technology—and help build a stronger, more scalable business.</p><p><br></p><p>Reporting to the VP, you'll work across the organization, collaborate with senior leadership, and mentor two Business Managers, with the potential to take on direct management responsibilities as you grow into the role.</p><p><br></p><p><strong>&#128161; What You'll Own</strong></p><ul><li><strong>Fund Administration:</strong> Oversee fund operations, financial reporting, service providers, regulatory updates, tax processes, and client due diligence requests</li><li><strong>Business Operations:</strong> Manage contracts, product planning, launches, and key initiatives supporting the firm's long-term growth</li><li><strong>Compliance:</strong> Contribute to compliance policies, regulatory filings, and committee oversight</li><li><strong>HR & Talent:</strong> Coordinate recruiting, onboarding, performance reviews, compensation programs, and employee development</li><li><strong>Technology & AI:</strong> Oversee technology infrastructure and information security in partnership with external consultants, and contribute to AI initiatives</li><li><strong>Leadership:</strong> Mentor two Business Managers and help build a more efficient, self-sustaining organization</li></ul><p><br></p>
  • 2026-10-16T01:24:00Z
Events/Promotions Director
  • Carlsbad, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 110000.00 USD / Yearly
  • <p>The Operations Manager is responsible for overseeing the firm's operational infrastructure, human resources, compliance coordination, marketing execution, event management, technology, vendor relationships, systems administration, and strategic initiatives.</p><p>This role serves as the operational leader of the organization, ensuring that people, processes, technology, marketing, events, compliance, and projects are aligned with the firm's goals. The Operations Manager translates leadership vision into execution by driving accountability, improving operational efficiency, supporting team development, maintaining organizational systems, and managing firm-wide initiatives.</p><p>The Operations Manager serves as the central point of coordination between advisors, operations, client services, compliance partners, vendors, and leadership. This position is responsible for ensuring the firm operates efficiently, consistently, and in alignment with its strategic objectives.</p><p>The ideal candidate is highly organized, proactive, detail-oriented, and capable of balancing strategic planning with hands-on execution.</p><p><br></p><p><strong>The Operations Manager owns the health of the business.</strong></p><p>This role is responsible for ensuring the firm has the people, systems, processes, accountability, and operational infrastructure necessary to support growth while delivering an exceptional client and employee experience.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><br></p><p><strong>Organizational Planning</strong></p><ul><li>Annual job description review and updates</li><li>Annual KPI review and alignment</li><li>Employee growth and development planning</li><li>Succession planning review and updates</li></ul><p><strong>Operational Audits</strong></p><ul><li>Technology audit</li><li>Vendor audit</li><li>SOP and Trainual audit</li><li>Compliance process audit</li><li>Employee file audit</li><li>Business continuity plan review</li></ul><p> <strong>Marketing & Event Planning</strong></p><ul><li>Annual event calendar development</li><li>Annual marketing review and planning</li><li>Budget planning and ROI analysis</li></ul><p><br></p><p>The Operations Manager is responsible for ensuring the firm's technology and vendor relationships remain effective, efficient, and aligned with business needs.</p><p><br></p>
  • 2026-10-22T00:43:44Z
Director of Product Marketing
  • Bedford, MA
  • remote
  • Permanent / Full Time
  • 250000.00 - 275000.00 USD / Yearly
  • <p>Our client is seeking a strategic and results-driven <strong>Director of Product Marketing</strong> with 12-15+ to lead go-to-market strategy for an emerging <strong>AI and application platform</strong> business. This highly visible leadership role will shape market strategy, influence product direction, define positioning and packaging, and build scalable growth programs.</p><p><br></p><p><strong>You're qualified if you have:</strong></p><ul><li>Experience marketing highly technical products to developers.</li><li>Experience introducing emerging technologies to the market.</li><li>Have leadership experience.</li></ul><p><strong>Salary has been updated 250-275K with a 20% bonus.</strong></p><p><br></p><p>The ideal candidate is a strong product marketing leader with technical depth, commercial judgment, and experience bringing emerging technologies to market.</p><p><br></p><p>MUST have 15+ years of relevant experience with a Background in one or more of the following: AI platforms, developer tools, DevOps, cloud infrastructure, application development, observability, software delivery, APIs, or enterprise technology</p><p><br></p><p>This is a fully remote role but our client is only considering candidates who are located in the eastern time zone. Salary is 250-275K with a 20% bonus.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead global product marketing strategy for an AI and application platform portfolio</li><li>Develop category positioning, messaging, and portfolio narrative for technical and executive audiences</li><li>Translate complex technologies into clear customer value for developers, engineering leaders, and enterprise decision-makers</li><li>Partner with Product and Engineering on roadmap priorities through market analysis, competitive insight, and customer feedback</li><li>Build and execute go-to-market strategies that drive adoption, pipeline growth, and expansion</li><li>Develop segmentation, ideal customer profiles, buyer journeys, pricing, and packaging strategies</li><li>Launch lighthouse customer and early-adopter programs to validate product-market fit and generate customer proof</li><li>Support integrated GTM execution across demand generation, field marketing, communications, partner marketing, and sales enablement</li><li>Create sales plays, enablement tools, and messaging that improve win rates and accelerate deals</li><li>Lead and develop a high-performing global product marketing team</li><li>Use AI and automation to improve insights, productivity, and execution speed</li><li>Present strategy, priorities, and performance clearly to executive stakeholders</li></ul>
  • 2026-10-11T15:48:44Z
Tax Director
  • New York, NY
  • onsite
  • Permanent / Full Time
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Our client is a fast-growing, technology-driven tax firm is redefining the tax planning and preparation experience for high-earning individuals across the U.S. through a combination of modern software and deep tax expertise, we deliver proactive, data-driven tax solutions. Due to growth of the firm, they are looking to bring on a Tax Director to their team.</p><p><br></p><p>What You’ll Do</p><ul><li>Review complex individual (1040) and business entity tax returns</li><li>Communicate directly with clients and partners to provide expert guidance</li><li>Research U.S. tax code and emerging legislation to identify opportunities</li><li>Liaise with tax authorities as needed</li><li>Manage, train, and delegate work to staff accountants</li><li>Collaborate with the technology team to improve automation and workflow efficiency</li></ul><p><br></p><p>What We Offer</p><ul><li>A collaborative team of professionals from top finance and technology backgrounds</li><li>Access to innovative tools that reduce manual work and enhance client service</li><li>Strong financial backing and resources to support growth and new initiatives</li></ul><p><br></p><p><br></p>
  • 2026-10-23T12:23:43Z
Director of Business Operations - Investment Management Firm
  • Larkspur, CA
  • remote
  • Permanent / Full Time
  • 200000.00 - 275000.00 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>Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!!</strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with <strong>senior leadership</strong> while overseeing a broad range of business functions across <strong>operations, fund administration, compliance, technology, HR, and corporate initiatives</strong>.</p><p> </p><p>This high-impact role offers significant visibility, the opportunity to <strong>drive strategic initiatives and process improvements</strong>, mentor team members, and play a key role in the firm's continued growth. The firm offers <strong>competitive compensation</strong>, excellent benefits, and a clear path for long-term leadership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee key business operations across <strong>fund administration, compliance, HR, technology, and corporate operations </strong></li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on <strong>finance, compliance, AI, valuation, and business continuity </strong></li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T01:48:44Z
Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 160000.00 - 225000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>&#128176; Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>&#128205; Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>&#128640; UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>&#128161; What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
  • 2026-10-26T07:34:08Z
Director of Business Operations
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 200000.00 - 225000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Business Operations</p><p>&#128205; Larkspur, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A highly respected employee-owned investment management firm is seeking a <strong>Director of Business Operations</strong> to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations.</p><p><br></p><p>The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm's long-term growth, operational excellence, and organizational development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm's long-term growth.</li></ul><p><strong>Why Join?</strong></p><ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-26T17:48:44Z
Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 160000.00 - 225000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>&#128176; Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>&#128205; Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>&#128640; UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>&#128161; What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
  • 2026-10-26T07:34:08Z
Tax Director
  • Fresno, CA
  • onsite
  • Permanent / Full Time
  • 175000.00 - 230000.00 USD / Yearly
  • <p>Are you a senior tax leader ready for new challenges—without the long hours of public accounting? An established, rapidly growing agribusiness organization based in Fresno, California, is seeking an exceptional Director of Tax to lead their multi-entity corporate tax function.</p><p><br></p><p>Why This Role?</p><ul><li>Visible and Strategic Seat: Partner closely with executive leadership and owners to shape tax strategy, planning, and compliance.</li><li>Positive Culture: Enjoy a collaborative, innovative environment that values work-life balance and personal development.</li><li>Impactful Leadership: Oversee a skilled in-house tax team and direct all tax matters for diverse operations in agriculture and real estate.</li></ul><p>Key Responsibilities</p><ul><li>Lead all income, property, sales/use, and other tax-related functions for multiple corporations, LLCs, partnerships, and individual interests.</li><li>Oversee the preparation and review of federal and state returns (corporate, partnership, and individual).</li><li>Develop and implement tax planning strategies in support of current business operations, estate planning, and long-term growth.</li><li>Drive automation and efficiency through the latest tax technology and data analytics tools.</li><li>Manage external tax advisors and collaborate with legal, finance, and operational teams.</li><li>Supervise and mentor in-house tax staff.</li></ul><p><br></p>
  • 2026-10-05T14:13:45Z
VP/Director of Finance
  • Mount Kisco, NY
  • onsite
  • Permanent / Full Time
  • 125000.00 - 200000.00 USD / Yearly
  • <p>We are looking for an experienced finance leader to guide and expand a sophisticated family office services practice. This role partners closely with senior leadership to manage complex client relationships, strengthen team performance, and elevate the quality and consistency of service delivery. The ideal candidate brings deep accounting and financial insight, strong judgment, and the ability to create structure in situations involving intricate wealth arrangements and competing priorities.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial oversight for complex family office client engagements, ensuring accurate analysis, timely execution, and high-quality deliverables.</p><p>• Partner with practice leadership to shape scalable operating procedures, improve service workflows, and support continued growth of the business.</p><p>• Lead, mentor, and develop team members by providing guidance, setting expectations, and fostering strong, detail-oriented performance.</p><p>• Review budgeting, financial reporting, and cash flow activities for ultra-high-net-worth families and related entities with a high degree of precision.</p><p>• Coordinate across advisors and stakeholders to address trust, tax, and entity-related matters within multifaceted family structures.</p><p>• Translate incomplete or fragmented financial information into clear recommendations and practical next steps for clients and internal teams.</p><p>• Identify opportunities to enhance reporting tools, technology usage, and overall operational effectiveness across the practice.</p><p>• Maintain strong client relationships by delivering responsive service, sound financial leadership, and thoughtful problem-solving on sensitive matters.</p>
  • 2026-10-13T15:03:57Z
VP, Accounting Advisory
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 200000.00 - 250000.00 USD / Yearly
  • <p><em>The salary range for this position is $200,000- $250,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting</li><li>Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making</li><li>Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways</li><li>Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients</li><li>Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting</li><li>Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights</li><li>Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations</li><li>Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions</li><li>Provide coaching and mentorship to junior team members</li><li>Lead internal trainings and best practice sharing</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol><p><br></p>
  • 2026-10-22T14:38:43Z
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>
  • 2026-10-02T13:38:47Z
IT Director
  • San Marcos, TX
  • onsite
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p>We are looking for an experienced IT Director to guide the technology vision for a growing multi-site organization in central Texas. This leader will shape long-term technology plans while ensuring day-to-day systems, security, and support services operate effectively across locations. The role is ideal for someone who can balance strategic planning with operational execution, build strong teams, and maintain dependable technology environments that enable business performance.</p><p><br></p><p>Responsibilities:</p><p>• Create and lead a forward-looking technology strategy that aligns systems, infrastructure, and digital initiatives with organizational goals.</p><p>• Direct the performance and reliability of networks, servers, cloud platforms, end-user computing, and core IT services across multiple sites.</p><p>• Oversee cybersecurity programs by strengthening safeguards, monitoring risk, and promoting secure technology practices throughout the organization.</p><p>• Manage major technology efforts, including deployments, upgrades, integrations, and other cross-functional IT projects from planning through completion.</p><p>• Establish and maintain processes that support data protection, regulatory compliance, business continuity, and disaster recovery readiness.</p><p>• Administer IT budgets, evaluate vendor partnerships, and track hardware and software assets to support cost-effective operations.</p><p>• Lead, mentor, and develop IT team members while setting priorities, improving service delivery, and fostering accountability.</p><p>• Provide technical leadership for organizational needs across locations, including travel as needed to support site operations and technology initiatives.</p>
  • 2026-10-27T19:58:47Z
Customer Service Center Director
  • Orchard Park, NY
  • onsite
  • Permanent / Full Time
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Jenny Bour with Robert Half is working with a growing organization that is looking for an accomplished <strong>Customer Service Center Director</strong> to lead a large, multi-level team in Orchard Park, New York. This <strong>Customer Service Center Director </strong>role is responsible for shaping a high-performing customer service center that delivers strong business results while fostering an engaged and accountable workplace. The ideal <strong>Customer Service Center Director </strong>candidate brings a background in metric-driven operations, people leadership, sales funnel fluency, and process improvement, with the ability to turn data into practical strategies that elevate performance and customer outcomes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead a customer service/sales center through a team of managers, providing direction, coaching, and support across a workforce of approximately 70 employees.</li><li>Set clear performance expectations and use measurable goals to strengthen conversion, productivity, service quality, and overall operational results.</li><li>Build leadership capability by mentoring managers, preparing future leaders, and supporting long-term succession planning.</li><li>Oversee staffing strategies, scheduling practices, and capacity planning to ensure resources align with business demand and service objectives.</li><li>Analyze operational data, performance trends, and key indicators to identify improvement opportunities and implement effective solutions.</li><li>Establish and reinforce structured coaching, quality monitoring, and accountability practices that improve employee performance while supporting retention.</li><li>Partner across departments and with senior leadership to align contact center initiatives with broader organizational priorities and revenue goals.</li><li>Drive operational and technology-focused projects from planning through execution, ensuring solutions improve efficiency and strengthen customer engagement.</li><li>Lead continuous improvement efforts by redesigning workflows, refining processes, and promoting a culture focused on sustainable results.</li></ul>
  • 2026-10-05T15:14:11Z
Director, Portfolio Management - Real Estate
  • Chevy Chase, MD
  • onsite
  • Permanent / Full Time
  • 175000.00 - 225000.00 USD / Yearly
  • <p>Ready to take on a high-impact leadership role in commercial real estate finance? We’re looking for a hands-on, strategic <strong>Director of Portfolio Management</strong> - Real Estate Finance, to help lead a growing portfolio of performing CRE loans while mentoring talent, strengthening borrower relationships, and helping shape best-in-class portfolio management practices.</p><p>This role is ideal for a strong real estate finance Director of Portfolio Managment professional who enjoys being both <strong>in the details and at the table</strong>—someone who can assess asset-level performance, spot risk early, navigate borrower requests and modifications, and turn portfolio insights into smart, timely action. You’ll work closely with senior leadership and key internal partners across originations, underwriting, servicing, legal, and loan operations.</p><p>Beyond portfolio oversight, this is a chance to make a real mark by improving reporting, streamlining processes, and bringing a forward-thinking approach to technology, automation, and team development.</p><p><strong>What we’re looking for:</strong></p><ul><li>8+ years in commercial real estate lending as a Director of Portfolio Management</li><li>Direct experience managing a performing CRE portfolio</li><li>Strong borrower-facing, credit, and negotiation skills</li><li>Exposure to modifications, restructurings, troubled credits, or lender remedies</li><li>Experience mentoring and managing junior professionals</li><li>A proactive, analytical, and solutions-oriented mindset</li></ul><p>If you’re looking for a visible leadership opportunity where you can influence the portfolio, the team, and the platform, this is a compelling next step. Fantastic culture and great office location. Comp range is 175K-225K in base + bonus + full benefits. 4 days/week in the office in Montgomery County. To apply to this role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn.</p>
  • 2026-10-30T07:04:06Z
Director of Accounting
  • Parsippany, NJ
  • onsite
  • Permanent / Full Time
  • 125000.00 - 175000.00 USD / Yearly
  • <p>Hybrid/Flexible opportunity available! A growing business advisory platform is seeking a Director of Accounting to build and lead its accounting and tax practice.This is a client-facing opportunity for an active CPA with 5-10 years of public accounting experience serving small to mid-sized businesses.The Director of Accounting will oversee outsourced accounting, tax planning, multi-state compliance, financial review, business advisory, and related client engagements.The role will also help establish internal processes, select accounting and tax technology, support business development, and build a team as the practice grows.The ideal Director of Accounting will bring strong corporate and sales tax experience, an approachable communication style, and an entrepreneurial mindset.Exposure to high-net-worth clients, M& A due diligence, estate planning, or foreign-owned U.S. entities is highly valued.Experience with QuickBooks, NetSuite, MS Dynamics, or similar small to midsize company software is strongly preferred.</p>
  • 2026-10-01T21:34:11Z
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