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    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 


    Join a prestigious family office managing a $1B+ portfolio, founded by a tech entrepreneur. Based in San Francisco, this collaborative team focuses on investing, portfolio management, startup incubation, and philanthropy. This role provides an opportunity to work directly with the principal, shaping financial strategy and operations in a dynamic environment.

     

    Work closely with senior leadership, advise on financial strategy, and manage investments, cash flows, and risk. This is a high-impact role with exposure to both strategic planning and hands-on execution, offering significant professional growth. The office values entrepreneurship, innovation, and collaboration.

     

    Responsibilities:

    • Be the principal's personal wealth advisor
    • Develop and execute investment and financial strategies aligned with estate planning
    • Manage investments, liquidity, reporting, and tax preparation
    • Oversee risk management and internal controls with the Family Office Controller
    • Lead a small internal team and coordinate with external partners

    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 

    • 5+ years of experience with high-net-worth individuals in a family office
    • 10+ years in investing, accounting (TAX), financial planning, and risk management
    • CFP, CFA, CPWA certification preferred
    • Strong tech-savviness and proficiency with financial analysis tools
    • Ability to manage complex projects with attention to detail
    • Low ego, hands-on, and adaptable to strategic and tactical work

    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.
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    Personal Wealth Manager - Family Office Job in San Francisco | Robert Half