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91 results for Hybrid in Sunnyvale, CA

Financial Crimes Analyst - Hybrid
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 30.00 - 35.00 USD / Hourly
  • <p>Our client, a leading financial institution, is seeking a <strong>Financial Crimes Analyst</strong> to support a <strong>special project</strong> focused on <strong>fraud detection, transaction monitoring, AML compliance, and customer risk review</strong>. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with <strong>BSA/AML regulatory requirements</strong> and internal financial crimes policies. This is a HYBRID role. </p><p> </p><p>The ideal candidate will have experience in <strong>fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review</strong> within a banking or financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct <strong>KYC, CIP, CDD, and EDD</strong> reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support <strong>BSA/AML compliance efforts</strong> by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul><p><br></p>
  • 2026-09-02T00:44:01Z
Associate Advisor | East Bay
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment. The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
  • 2026-09-04T19:18:40Z
Associate Advisor
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
  • 2026-09-10T00:00:27Z
Accountant
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 35.00 - 40.00 USD / Hourly
  • <p><strong>Full-Time Engagement Professional (FTEP)</strong> <strong>Location:</strong> Peninsula, CA (Hybrid) <strong>Employment Type:</strong> Full-Time</p><p><br></p><p><em>About the Opportunity</em></p><p><br></p><p>Join a dynamic Full-Time Engagement Practice, where you'll enjoy the stability of full-time employment while gaining exposure to a variety of client environments and industries. This hybrid role supports organizations across the Peninsula and offers an opportunity to strengthen your accounting expertise, build diverse experience, and contribute to critical accounting and finance initiatives.</p><p>Position Overview</p><p>The Staff Accountant will be responsible for supporting day-to-day accounting operations, month-end close activities, account reconciliations, financial reporting, and process improvement initiatives. The ideal candidate is adaptable, detail-oriented, and comfortable working in changing environments while maintaining accuracy and meeting deadlines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries, accruals, and account adjustments.</li><li>Perform monthly, quarterly, and year-end account reconciliations.</li><li>Assist with month-end and year-end close processes.</li><li>Maintain general ledger activity and ensure accuracy of financial records.</li><li>Analyze financial data and investigate account variances.</li><li>Prepare supporting schedules and documentation for audits.</li><li>Support accounts payable and accounts receivable functions as needed.</li><li>Assist with financial statement preparation and reporting.</li><li>Ensure compliance with company policies and accounting standards.</li><li>Identify opportunities to improve accounting processes and internal controls.</li><li>Participate in system implementations, process improvement projects, and special accounting initiatives.</li><li>Collaborate with finance, operations, and business leaders across client organizations.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Accounting, Finance, or related field.</li><li>2+ years of accounting experience, preferably in public accounting or multiple industry environments.</li><li>Strong understanding of GAAP and general accounting principles.</li><li>Experience with month-end close, reconciliations, and financial reporting.</li><li>Proficiency with Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, and data analysis functions.</li><li>Experience with ERP systems such as NetSuite, Oracle, SAP, Dynamics 365, Intacct, or similar platforms.</li><li>Excellent analytical, organizational, and problem-solving skills.</li><li>Strong verbal and written communication abilities.</li><li>Ability to manage multiple priorities and adapt to changing business needs.</li></ul><p><br></p>
  • 2026-09-01T17:58:43Z
Senior Accountant - Financial Institution
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 90000.00 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>Senior Accountant | Credit Union | East Bay; Hybrid </strong></p><p> </p><p>Join a <strong>stable, growing financial institution</strong> with a collaborative culture and strong employee tenure. This is an excellent opportunity to join a respected finance team with <strong>long-term career growth</strong> and strong exposure across accounting and reporting.</p><p> </p><p>Reporting to the <strong>VP Controller</strong>, you'll take ownership of key accounting functions and gain visibility across the organization. The role offers <strong>hybrid flexibility, strong work-life balance, competitive compensation + bonus, robust retirement benefits</strong>, and a clear path toward <strong>future leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>month-end close</strong>, GL reconciliations, and account analysis</li><li>Prepare <strong>monthly and quarterly financial reporting</strong></li><li>Support regulatory reporting, audits, and examinations</li><li>Reconcile key accounts and analyze daily GL activity</li><li>Partner with the <strong>VP Controller</strong> and finance team</li><li>Identify opportunities for <strong>process improvement and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-09T01:28:38Z
Credit Union Senior Accountant
  • Livermore, CA
  • remote
  • Permanent / Full Time
  • 80000.00 - 95000.00 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>Senior Accountant | Credit Union | East Bay; Hybrid </strong></p><p> </p><p>Join a <strong>stable, growing financial institution</strong> with a collaborative culture and strong employee tenure. This is an excellent opportunity to join a respected finance team with <strong>long-term career growth</strong> and strong exposure across accounting and reporting.</p><p> </p><p>Reporting to the <strong>VP Controller</strong>, you'll take ownership of key accounting functions and gain visibility across the organization. The role offers <strong>hybrid flexibility, strong work-life balance, competitive compensation + bonus, robust retirement benefits</strong>, and a clear path toward <strong>future leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>month-end close</strong>, GL reconciliations, and account analysis</li><li>Prepare <strong>monthly and quarterly financial reporting</strong></li><li>Support regulatory reporting, audits, and examinations</li><li>Reconcile key accounts and analyze daily GL activity</li><li>Partner with the <strong>VP Controller</strong> and finance team</li><li>Identify opportunities for <strong>process improvement and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-09T01:34:03Z
Associate Wealth Advisor
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 80000.00 - 130000.00 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>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
  • 2026-09-10T23:58:41Z
Lead Wealth Advisor
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 300000.00 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; Hybrid - 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>
  • 2026-09-10T23:58:41Z
Hedge Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 160000.00 - 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>Controller | San Francisco| Hybrid; 1-2 day in office</strong></p><p> </p><p>Step into a <strong>high-impact leadership role</strong> with a leading outsourced finance partner serving hedge funds. You’ll work directly with <strong>fund principals as a trusted advisor</strong>, helping strengthen infrastructure, support growth, and navigate complex financial operations.</p><p>Lead a strong internal team, own key client relationships, and gain broad exposure across <strong>fund accounting, operations, and strategy</strong>. The firm offers a <strong>flexible hybrid schedule with just 1 day in-office, generous PTO</strong>, and a culture built around trust, autonomy, and performance.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>hedge fund client engagements</strong> and mentor accounting staff</li><li>Oversee shadow books, NAVs, financials, valuations, audits, and tax coordination</li><li>Serve as a key contact for <strong>investor relations and operational due diligence</strong></li><li>Review monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee <strong>capital activity, distributions, budgeting, and management company finances</strong></li><li>Supervise portfolio reconciliations and relationships with prime brokers and custodians</li><li>Support <strong>fund launches, vendor selection, and strategic initiatives</strong></li><li>Partner with compliance, legal, tax, and operations teams</li><li>Lead regulatory reporting and high-level special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-09T01:23:43Z
Controller - Hedge Fund
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 160000.00 - 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>Controller | San Francisco| Hybrid; 1-2 day in office</strong></p><p> </p><p>Step into a <strong>high-impact leadership role</strong> with a leading outsourced finance partner serving hedge funds. You’ll work directly with <strong>fund principals as a trusted advisor</strong>, helping strengthen infrastructure, support growth, and navigate complex financial operations.</p><p>Lead a strong internal team, own key client relationships, and gain broad exposure across <strong>fund accounting, operations, and strategy</strong>. The firm offers a <strong>flexible hybrid schedule with just 1 day in-office, generous PTO</strong>, and a culture built around trust, autonomy, and performance.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>hedge fund client engagements</strong> and mentor accounting staff</li><li>Oversee shadow books, NAVs, financials, valuations, audits, and tax coordination</li><li>Serve as a key contact for <strong>investor relations and operational due diligence</strong></li><li>Review monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee <strong>capital activity, distributions, budgeting, and management company finances</strong></li><li>Supervise portfolio reconciliations and relationships with prime brokers and custodians</li><li>Support <strong>fund launches, vendor selection, and strategic initiatives</strong></li><li>Partner with compliance, legal, tax, and operations teams</li><li>Lead regulatory reporting and high-level special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-09T01:34:03Z
Financial Advisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 150000.00 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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-11T13:13:36Z
Wealth Analyst
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 130000.00 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>Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.</p><p> </p><p>This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-10T23:58:41Z
Financial Advisor
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 150000.00 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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-10T23:53:41Z
Commercial Litigation Attorney
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 175000.00 - 250000.00 USD / Yearly
  • <p>Robert Half Legal is recruiting a Commercial Litigator for a full-service business law firm in downtown San Francisco (hybrid/remote flex – SF Bay Area residents only). Our client has been recognized by legal publications as a leading boutique firm in Northern Calfornia. The litigation team manages commercial disputes, breach of contract actions, intellectual property infringement cases, and employment litigation for enterprises of all sizes -- from small businesses, tech startups, to established companies in various industries.  This is a partnership-track opportunity for an attorney who enjoys courtroom advocacy and meaningful relationships with clients at a firm that values work-life balance and community service through local and national bar associations.</p><p> </p><p><em><u>Qualifications:</u></em></p><ul><li>3-10+ years of complex litigation experience at private law firm practice;</li><li>Commercial, L& E, and IP litigation practice are preferred; </li><li>California bar licensure and good academic record; and</li><li>Entrepreneurial, business-minded, and enjoys professional networking.</li></ul><p><br></p><p>The firm is offering a base salary range of $180,000 – 250,000/year, depending on practice experience, plus annual bonus, and good employment benefits package (notably firm covers 100% of the employee’s premium for Medical / Dental / Vision / Life Insurance, 12 firm holidays annually, 3 weeks PTO, and other nice perks described below). We highly recommend this firm and we know you will enjoy interviewing (and working) with the senior partners, who value transparency, respect, and open feedback. These are good people!</p><p> </p><p>For confidential consideration, please email your resume to Jon Lucchese, Vice President – Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-09-10T17:53:41Z
Associate Financial Advisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 110000.00 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>Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
  • 2026-08-27T21:04:10Z
Senior Wealth Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000.00 - 325000.00 USD / Yearly
  • <p>Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility.</p><p><br></p><p><strong>Why Join This Opportunity?</strong></p><p>This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul><p><br></p><p><br></p>
  • 2026-09-03T17:18:41Z
Legal Secretary
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 32.00 - 42.00 USD / Hourly
  • <p>We are looking for an experienced Legal Secretary to support a busy legal team. This long-term contract-to-hire position is well suited to someone who thrives in a litigation environment and can manage competing priorities with accuracy and professionalism. The role offers a hybrid schedule with time split between on-site work and remote work, and it will focus on keeping case activity, filings, and attorney support functions running smoothly.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, review, and submit legal documents through electronic filing systems while ensuring compliance with court rules and deadlines.</li><li>Maintain attorney calendars by coordinating hearings, deadlines, appointments, and other case-related commitments.</li><li>Provide administrative support for litigation matters, including drafting correspondence, formatting pleadings, and organizing case files.</li><li>Track filing dates and court requirements to help the team stay ahead of important case milestones.</li><li>Support defense-side matters involving insurance defense and employment-related cases through accurate document handling and case coordination.</li><li>Communicate with courts, clients, and internal team members regarding scheduling, filings, and case logistics</li></ul>
  • 2026-09-09T01:08:40Z
Attorney/Lawyer
  • Oakland, CA
  • onsite
  • Temporary to Hire
  • 75.00 - 85.00 USD / Hourly
  • <p>We are looking for an experienced Attorney/Lawyer to join our client's litigation practice in Oakland, California in a contract-to-permanent capacity. This opportunity is well suited for a motivated attorney who can handle a range of civil litigation matters, build greater ownership of files over time, and contribute to a collaborative legal team. The firm values sound judgment, strong written advocacy, and a practical approach to managing both established and evolving areas of practice.</p><p><br></p><p>This client is open to seeing candidates at all levels, including entry-level attorneys and senior attorneys.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Represent clients in litigation matters involving employment disputes, wage and hour claims, liability matters requiring close attention to detail, medical malpractice, and related civil matters.</li><li>Prepare substantive legal documents such as motions, memoranda, demand letters, briefs, and other written advocacy materials with close attention to detail and legal strategy.</li><li>Manage discovery, analyze case developments, and assist in building litigation strategy from early case assessment through resolution.</li><li>Take increasing responsibility for assigned matters, with the goal of handling cases more independently as experience and familiarity with the practice grow.</li><li>Collaborate with attorneys and firm leadership on case planning, reporting, and overall client service while maintaining high standards of accuracy and care.</li><li>Participate in a hybrid work schedule that includes regular in-office attendance in Oakland, California during the contract period and as required thereafter.</li><li>Contribute to the broader practice by staying current on legal developments, sharing insights with colleagues, and supporting a team-oriented environment.</li></ul>
  • 2026-08-25T17:23:47Z
Legal Operations Specialist
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 30.00 - 38.00 USD / Hourly
  • <p>Our client, a San Francisco-based software organization, is seeking a detail-oriented Legal Product Operations Specialist to support its Legal & Compliance Operations team on an initial four-month contract assignment focused on a high-priority initiative involving global policy research, research validation, data configuration, and quality assurance within the company's internal platform. Following a hybrid schedule (3 days onsite/2 days remote), the specialist will research and validate country-specific policy information, investigate discrepancies, and translate confirmed findings into accurate product configurations. As proficiency develops, the specialist will take increasing ownership of assigned research and configuration workflows. This opportunity is well suited for someone who enjoys structured research and detailed operational work, is comfortable working through complex or unclear information, and can accurately translate research findings into product configurations.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><ul><li>Conduct research into country-specific policies and requirements and validate existing research, source materials, and documentation for accuracy and completeness. </li><li>Compare findings against previously completed research, investigate discrepancies or incomplete information, and identify areas requiring additional research or clarification. </li><li>Translate validated policy information into accurate calendar, policy, rule, and other predefined configurations within the company's internal product. </li><li>Complete work through established research, configuration, and quality-control checkpoints, incorporating team feedback and maintaining accurate documentation of sources, findings, decisions, and outstanding issues. </li><li>Escalate unclear or conflicting information to appropriate subject matter experts, including creating Jira tickets when clarification or correction is required, tracking updates, and incorporating resulting information into the product. </li><li>Learn established research and configuration standards by initially working with previously researched and quality-checked countries before progressing to countries requiring new research. </li><li>Independently manage assigned countries, tasks, and project milestones, taking increasing ownership of research and configuration workflows as proficiency develops. </li><li>Collaborate with team members and subject matter experts to resolve discrepancies and support additional research, quality assurance, and operational projects as needed. </li></ul><p><br></p>
  • 2026-09-11T21:28:40Z
Attorney/Lawyer
  • Redwood City, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 200000.00 USD / Yearly
  • <p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
  • 2026-09-10T17:33:39Z
Lead Financial Planner
  • Mountain View, 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>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-10T23:58:41Z
Finance Manager - Top Private Equity Firm
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 140000.00 - 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>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-10T23:53:41Z
PT Operations Coordinator
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 26.00 - 28.00 USD / Hourly
  • <p>We are seeking a <strong>Part-Time Operations & Administrative Coordinator</strong> to support daily office operations, administrative functions, meeting coordination, and internal communications. This role will work closely with leadership and staff to help keep projects, meetings, and office operations running smoothly. The ideal candidate is highly organized, proactive, people-oriented, and enjoys supporting a collaborative nonprofit environment.</p><p>Key Responsibilities</p><ul><li>Coordinate day-to-day office operations and administrative functions.</li><li>Manage office supply inventory, ordering, and vendor relationships.</li><li>Support meeting and event logistics, including scheduling, materials, note-taking, and follow-up.</li><li>Assist with internal communications and staff engagement efforts.</li><li>Maintain records, documentation, and organizational files.</li><li>Coordinate with external partners, service providers, and IT vendors.</li><li>Provide administrative support to leadership and cross-functional teams.</li><li>Assist with special projects and organizational initiatives as needed.</li></ul>
  • 2026-09-10T03:45:41Z
BI Developer
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 60.00 - 75.00 USD / Hourly
  • <p>Robert Half is looking for a BI Dashboard Engineer to support and enhance a growing reporting environment for our client based in Santa Clara, California. This autonomous, highly technical BI Contractor will own and maintain our data reporting ecosystem. The ideal candidate brings expert-level <strong>Sigma / Tableau or BI dashboarding </strong>proficiency, hands-on experience in the SaaS/Product space, and the capability to drive projects independently from ambiguous business questions to fully realized data solutions. This is a hybrid role in Santa Clara, CA.</p><p><br></p><p>If available and interested, please apply to the job post with your updated resume for Suman Sandhu to review.</p><p><br></p>
  • 2026-09-09T21:14:03Z
Staff Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 65000.00 - 75000.00 USD / Yearly
  • <p><strong>Now Hiring: Staff Accountant | Hybrid 1-2 days in office | San Francisco</strong></p><p><br></p><p>Natalie Lue with Robert Half partnering with a mission-driven organization seeking a<strong> Staff Accountant </strong>to join a collaborative accounting team.</p><p>This role reports to the Controller and offers a mix of accounts payable, general accounting, month-end close, reconciliations, and audit support responsibilities.</p><p><br></p><p><strong>Key responsibilities include: </strong></p><p>• Full-cycle accounts payable, expense reports, and vendor payments</p><p>• Journal entries, accruals, and prepaid expense accounting</p><p>• Monthly account reconciliations and month-end close support</p><p>• Annual audit and compliance support, including 1099 processing</p><p>• Maintaining accurate financial records and documentation</p><p>• Cross-functional collaboration with both finance and non-finance teams</p><p><br></p><p><strong>For confidential consideration,apply today.</strong></p>
  • 2026-08-13T19:43:43Z
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