<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</li></ul>
<p>A well-established, independent RIA firm with ~$500M in AUM is seeking a <b>Relationship Manager </b>to join their collaborative, tight-knit team in the East Bay. You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment</p><p><br></p><p><strong>Why Join?</strong></p><ul><li>Amazing tenured firm! </li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul><p><strong>Responsibilities</strong></p><ul><li>Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm</li><li>Guide clients through account establishment, asset transfers, and related service requests</li><li>Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations</li><li>Liaise with custodial partners to complete account maintenance and servicing tasks</li><li>Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions</li><li>Coordinate client meetings and investment review sessions for the Advisor</li><li>Maintain accurate and detailed client records within the CRM platform</li><li>Support client appreciation events and assist with special initiatives as needed</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p>You are a product marketing professional who excels at turning insights into measurable consumer impact. You’re comfortable navigating the full product marketing lifecycle—starting with research and positioning, through to storytelling, launch execution, and ongoing optimization. You thrive in collaborative, cross-functional environments, working closely with product and marketing teams to bring consumer offerings to market. Your focus is on delivering value and fostering long-term consumer engagement, skillfully blending strategic thinking with hands-on execution.</p><p> </p><p><strong>About This Role</strong></p><p>The Consumer Product Marketing Manager sits within our Consumer Business Unit and is responsible for supporting growth and engagement across a range of consumer-facing experiences. Grounded in strong product marketing fundamentals, this role emphasizes positioning, go-to-market strategy, and execution for consumer learning offerings—including subscription-based and AI-powered products. You’ll help shape how consumers discover these experiences, understand their value, and remain engaged via guided career development and clear skill outcomes.</p><p> </p><p>You’ll also play a key part in launching and expanding consumer partnerships, collaborating across the organization to bring new partner-driven experiences to market that expand reach, bolster credibility, and contribute to overall consumer growth.</p><p> </p><p> <strong>What You’ll Do</strong></p><ul><li> Develop clear positioning, messaging, and value propositions that connect learning experiences to tangible skill and career outcomes.</li><li> Plan, execute, and coordinate go-to-market strategies for priority consumer initiatives, driving launches, adoption, and engagement for AI-driven features.</li><li> Collaborate with cross-functional partners to define and deliver go-to-market plans, including audience targeting, messaging narrative, channel strategy, and launch milestones.</li><li> Support the launch and scale-up of consumer partnerships that broaden reach and enhance market credibility.</li><li> Turn consumer research, competitive insights, and product analytics into actionable marketing strategies and provide roadmapping feedback.</li><li> Create and manage core messaging frameworks and high-impact assets to support launches and ongoing product adoption.</li><li> Work closely with owned and paid channel teams to consistently translate product positioning into impactful multi-channel messaging and creative.</li></ul>
<p>We are looking for a skilled Software Engineer to join our dynamic team in San Francisco, California. This is a Contract to permanent position that offers an excellent opportunity to contribute to innovative projects while further developing your expertise. The ideal candidate will bring a strong technical background and a problem-solving mindset to tackle complex challenges. </p><p><br></p><p>Responsibilities:</p><p>• Develop, test, and maintain software applications using languages such as JavaScript, Ruby on Rails, and Python.</p><p>• Build responsive user interfaces with React.js to enhance user experience.</p><p>• Implement and optimize database solutions using SQL Server and NoSQL technologies.</p><p>• Collaborate with cross-functional teams to design, develop, and deploy cloud-based solutions.</p><p>• Analyze system requirements and propose efficient solutions tailored to project needs.</p><p>• Write clean, scalable, and maintainable code while adhering to best practices.</p><p>• Troubleshoot and resolve technical issues to ensure smooth application functionality.</p><p>• Participate in code reviews to ensure high-quality software delivery.</p><p>• Document development processes and technical specifications for future reference.</p><p>• Stay updated with emerging technologies and integrate them into projects as needed.</p>
<p>Our client is at the forefront of transforming how teams work through secure, enterprise-grade generative AI applications. They are developing and enhancing an advanced AI-powered assistant for internal use — enabling employees to harness AI safely within a protected environment. </p><p><br></p><p> The Full Stack Software Engineer III will help design, develop, and evolve the next-generation AI platform, driving innovation while ensuring scalability, security, and exceptional user experience. This role spans the full stack — from back-end integration to front-end interfaces — in close collaboration with product, design, and AI engineering teams. </p><p><br></p><p> What You’ll Do Design, develop, and enhance AI-enabled enterprise applications that boost productivity and collaboration. Build and optimize features using large language models, prompt engineering, and AI-assisted workflows. Write efficient, maintainable, and scalable code across database, middleware, and front-end layers. Develop low- to medium-complexity systems and components within larger architectures. Conduct code reviews; mentor and guide Level I and II engineers. Act as module-level design authority, ensuring adherence to architecture and security standards. Plan and execute unit testing; review and validate test plans from entry level engineers. Define and implement integration and performance testing strategies. Troubleshoot and resolve complex production issues; establish frameworks for reliability and observability. Provide advanced production support and drive continuous improvement in performance and user experience. Collaborate with AI engineers, data scientists, and product owners to deliver innovative solutions. Perform additional related duties as assigned.</p>
We are looking for a Staff Frontend Engineer to play a pivotal role in developing cutting-edge pharmacy software that combines telehealth and pharmacy operations. This position offers the chance to create user-centric solutions that redefine how pharmacies function, ensuring efficiency and reliability at scale. As a senior team member, you will lead the design and implementation of high-performance frontend systems while collaborating with cross-functional teams to deliver impactful results.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of web and mobile applications using React, React Native, and TypeScript.<br>• Implement best practices for scalability, security, and performance to support rapid growth.<br>• Collaborate with Product, Design, and Backend teams to create seamless user experiences.<br>• Take ownership of critical architectural decisions while mentoring other engineers to strengthen frontend expertise.<br>• Utilize advanced front-end tools and frameworks, including state management solutions, to ensure robust application functionality.<br>• Enhance real-time interactions among patients, providers, and pharmacies with a focus on accessibility and usability.<br>• Drive innovation and foster a culture of technical excellence within the engineering team.<br>• Analyze and optimize workflows to improve pharmacy operational efficiency and reliability.<br>• Leverage AI-powered tools and modern technologies to deliver high-quality software at scale.
We are looking for a skilled DevOps Engineer III to join our team in San Ramon, California. This role involves working with advanced technologies to optimize and maintain infrastructure, ensuring seamless integration and operation. The ideal candidate will have strong expertise in cloud platforms, automation tools, and DevOps methodologies.<br><br>Responsibilities:<br>• Build and maintain scalable infrastructure using cloud platforms such as AWS and Google Cloud.<br>• Implement and manage Adobe Experience Manager (AEM) systems and Cloudflare configurations.<br>• Develop and optimize CI/CD pipelines to streamline deployment processes.<br>• Automate workflows using Infrastructure as Code (IaC) tools like Terraform, Ansible, or CloudFormation.<br>• Create and manage scripts using Python, Bash, or PowerShell to improve operational efficiency.<br>• Collaborate with cross-functional teams to ensure alignment of DevOps practices.<br>• Integrate RESTful APIs and authentication mechanisms into automation workflows.<br>• Monitor system performance and troubleshoot issues to maintain high availability.<br>• Apply security best practices to configurations and log aggregation tools.<br>• Contribute to the implementation and optimization of marketing technology stacks and personalization platforms.
We are looking for a highly skilled Staff Software Engineer to join our Growth team in San Francisco, California. In this role, you will play a key part in enhancing our product's impact by developing and optimizing systems that drive user acquisition, engagement, retention, and monetization. You will collaborate closely with cross-functional teams, including engineering, product, design, and data, to deliver innovative solutions that significantly influence the company's growth.<br><br>Responsibilities:<br>Design and implement features across the full technology stack to enhance user acquisition, engagement, and retention.<br>Develop and optimize server-side event forwarding and maintain a clean, consistent event schema across platforms.<br>Ensure robust identity and attribution systems, enabling seamless tracking and data governance across web and app platforms.<br>Collaborate with designers to create and refine high-performance landing pages and micro-tools that improve conversion rates.<br>Work with cross-functional teams to identify impactful opportunities and conduct A/B testing to validate and implement growth strategies.<br>Enhance data pipelines to ensure accurate and reliable measurement for growth experiments and attribution.<br>Maintain and improve backend systems, including APIs and authentication processes.<br>Leverage technical expertise to automate processes and streamline data quality assurance tasks.
We are looking for a Staff Backend Engineer to join our team in San Francisco, California. In this role, you will play a key part in developing advanced backend systems that drive pharmacy software innovation, ensuring efficiency and scalability for healthcare operations. You will collaborate across teams to design, implement, and maintain distributed systems that support real-time interactions and complex workflows in the telehealth and pharmacy sectors.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of backend services, APIs, and data pipelines to support large-scale pharmacy operations.<br>• Architect distributed systems that handle high webhook traffic, third-party integrations, and real-time scheduling for providers and patients.<br>• Establish and enforce best practices for system performance, security, and scalability to ensure reliable healthcare workflows.<br>• Collaborate with cross-functional teams, including Product, Frontend, and Pharmacy Operations, to create seamless solutions for healthcare challenges.<br>• Mentor team members, set technical standards, and make key architectural decisions to guide the backend engineering strategy.<br>• Ensure system reliability and resilience, focusing on patient safety and operational efficiency in distributed environments.<br>• Drive innovation within the engineering team, fostering a culture of technical ownership and collaboration.<br>• Optimize infrastructure for scalability and maintainability as the platform grows to meet increasing healthcare demands.
<p>Our client is an early-stage, high-growth startup building products that are actively used and loved by real users. They are looking for a <strong>Full Stack Engineer (2–5 years of experience)</strong> who is excited about building impactful products in a fast-paced, startup environment — and who has interest or exposure to AI.</p><p>This is a fully onsite role in San Francisco.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Full Stack Engineer, you’ll play a key role in designing, developing, and maintaining modern web applications. You’ll work across the stack to build clean, scalable features and collaborate closely with a small, highly motivated team.</p><p>This is an opportunity for someone who genuinely enjoys building things — especially products that people use every day.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Design, develop, and maintain full stack applications</li><li>Build user-facing features using React and Next.js</li><li>Develop and integrate backend services using Python (Flask)</li><li>Write clean, efficient, and maintainable TypeScript code</li><li>Debug, test, and optimize application performance</li><li>Collaborate closely with cross-functional teammates in a fast-moving startup environment</li><li>Contribute to AI-powered features and generative AI initiatives</li></ul><p><br></p>
