<p>Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications.</p><p> </p><p>This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations.</p><p> </p><p>Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</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>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p>We are seeking a highly skilled and experienced Business Litigation Attorney to join our dynamic and growing team in the Bay Area. This is a leadership-level opportunity ideal for a Senior Associate, Counsel, or Junior Partner ready to take the next step in their career. The ideal candidate will have a strong background in complex litigation and a passion for delivering strategic, results-driven legal counsel.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage complex litigation matters, including business disputes, employment law cases, and securities litigation.</li><li>Develop litigation strategies, oversee discovery, draft and argue motions, and represent clients in court, arbitration, and mediation.</li><li>Collaborate with other senior attorneys and firm leadership on case strategy, client development, and firm initiatives.</li><li>Mentor and supervise junior attorneys and legal staff.</li><li>Contribute to business development efforts, including maintaining and growing a book of business (preferred but not required).</li><li>Provide exceptional client service and maintain strong client relationships.</li></ul><p>Why Join Us:</p><ul><li>Opportunity to work on high-impact cases with a respected and collegial team.</li><li>Leadership role with potential for equity or partnership track.</li><li>Supportive, innovative, and flexible work environment.</li><li>Competitive compensation and benefits package.</li></ul><p><br></p>
<p>Mid-sized law firm looking to hire a Senior Associate/ Counsel. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations and evaluations of potential legal claims.</p><p>• Draft and review legal documents such as complaints, briefs, and memoranda.</p><p>• Lead discovery processes, including managing document reviews and conducting depositions.</p><p>• Prepare for and actively participate in trials, ensuring strategic representation of clients.</p><p>• Negotiate settlements and collaborate on case resolutions in complex litigation matters.</p><p>• Supervise eDiscovery efforts and ensure compliance with legal standards.</p><p>• Coordinate with internal teams and external stakeholders to manage case progress.</p><p>• Stay informed on legal precedents and industry developments to strengthen case strategies.</p><p>• Contribute to the firm's mission-driven initiatives through innovative problem-solving.</p>
<p>AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. </p><p><br></p><p>Responsibilities:</p><p>• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.</p><p>• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.</p><p>• Convert market insights into actionable product requirements for litigation-focused tools.</p><p>• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.</p><p>• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.</p><p>• Collaborate with product and engineering teams to refine legal tech solutions.</p><p>• Provide expert guidance on complex legal issues to internal teams.</p><p>• Contribute to achieving organizational goals through impactful litigation strategies.</p><p>• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.</p>
<p>A San Francisco-based litigation boutique has an immediate opening for a Contract Associate Attorney to support two senior partners on active employment and complex civil litigation matters. This engagement is expected to run three to six months, with the possibility of extension based on case needs and performance. The ideal candidate will bring 3–6 years of post-bar California litigation experience with substantive exposure to employment-related matters and the ability to step into active cases and contribute immediately in a supporting capacity. This position is full-time and requires reporting onsite to the firm’s San Francisco office.</p><p><br></p><p>Responsibilities:</p><ul><li>Draft dispositive motions and oppositions, including summary judgment briefing, for partner review and filing</li><li>Manage written discovery in employment-related matters, including wage and hour and PAGA claims</li><li>Conduct legal research related to California employment statutes and applicable federal law</li><li>Support preparation for hearings, mediations, and settlement conferences</li><li>Assist with expedited proceedings, injunctive relief matters, and high-exposure litigation</li><li>Communicate with clients and opposing counsel at the direction of supervising attorneys</li><li>Support overall litigation strategy in collaboration with senior partners</li></ul><p><br></p><p><br></p>
<p>A San Francisco-based litigation boutique has an immediate opening for a Contract Associate Attorney to support two senior partners on complex civil, commercial, or regulatory litigation matters. This engagement is expected to run three to six months, with the possibility of extension based on workload and performance. The ideal candidate will bring 3–6 years of post-bar California litigation experience with strong motion practice skills and the ability to contribute substantively to active matters from day one in a supporting role.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft substantive motions, including dispositive motions and oppositions to summary judgment, for partner review and filing</li><li>Manage written discovery and assist with deposition preparation</li><li>Conduct legal research and support briefing strategy in state and federal court matters</li><li>Assist with expedited proceedings and injunctive relief matters where applicable</li><li>Support preparation for hearings, mediations, and settlement conferences</li><li>Communicate with clients and opposing counsel at the direction of supervising attorneys</li><li>Collaborate closely with senior partners on litigation planning and case development</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a skilled Workday Integration Consultant to join our team on a long-term contract basis in San Francisco, California. This role involves supporting the implementation and optimization of Workday systems, with a focus on integrations, data management, and configuration. The ideal candidate will collaborate with internal teams and external partners to ensure seamless integration between Workday and other systems.<br><br>Responsibilities:<br>• Design and implement both standard and custom integrations between Workday and external systems.<br>• Utilize tools such as Workday Studio, APIs, RaaS reports, and file feeds to develop and maintain integrations.<br>• Lead integration efforts across payroll, benefits, finance, and time tracking systems.<br>• Manage and execute EIBs, data workbooks, and configuration tasks during system implementation.<br>• Partner with finance teams to facilitate bi-directional data flows for demographic and time-tracking data.<br>• Support benefits integrations using the Workday Benefits Connector tool.<br>• Collaborate on integrations for recruiting, performance, and payroll systems, ensuring accurate data handling and reporting.<br>• Oversee testing, troubleshooting, and documentation for integrations, ensuring system stability post-go-live.<br>• Provide ongoing support for open enrollment processes and post-implementation activities.<br>• Ensure compliance, accuracy, and efficiency in all integration processes and workflows.
<p><strong>Senior HR Business Partner – Enterprise Technology (CIO Org)</strong></p><p><strong>Senior Individual Contributor | Enterprise Technology</strong></p><p>Contract Role - 6 - 7 Months</p><p><br></p><p>We are looking for a Senior HR Business Partner to support our client in the technology industry. You will play a pivotal role in shaping talent strategies and organizational success within a dynamic product development environment. The ideal candidate thrives on driving innovation, applying organizational effectiveness principles, and collaborating with senior leaders to enhance business outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement strategic talent initiatives to elevate organizational capabilities and foster collaboration within product management teams.</p><p>• Collaborate closely with senior executives to design proactive talent strategies aligned with business goals.</p><p>• Identify opportunities for improvement through consultative, data-driven analysis and discovery processes.</p><p>• Create and deploy impactful talent programs that support the development of world-class communication software products.</p><p>• Partner with HR Centers of Excellence to maximize the value of enterprise-wide HR programs and initiatives.</p><p>• Assist with handling Employee Relations cases end to end, including coaching managers.</p><p>• Work with managers to implement, roll out, and share best practices on performance management processes and initiatives.</p><p>• Utilize AI tools to streamline processes, enhance efficiency, and focus on strategic priorities.</p><p>• Provide expert guidance on organizational design, workforce planning, and team dynamics.</p><p>• Build strong relationships across teams to ensure alignment and support for HR strategies.</p><p>• Lead efforts to enhance talent branding and foster a culture of continuous learning and development.</p>
<p>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></p>
<p>Join a dynamic, client-focused team at a leading law firm in San Jose! We are seeking an entry-level Associate Attorney with 0–3+ years of experience to support our expanding employment law practice. This is a hybrid role, offering the flexibility to work both remotely and in our San Jose office. The Associate Attorney will support the firm's employment law practice by conducting legal research, drafting documents, and assisting with case management and client representation in both advisory and litigation matters.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct legal research and draft memos, pleadings, and motions in various employment law matters.</li><li>Assist with case preparation, including discovery, document review, and trial support.</li><li>Attend client meetings, depositions, hearings, and mediations under supervision.</li><li>Stay current on relevant federal and California labor and employment regulations.</li><li>Collaborate with partners and senior attorneys to deliver best-in-class legal counsel.</li></ul>
<p>The Civil Litigation Associate Attorney will support the firm's litigation practice by assisting with case preparation, legal research, drafting pleadings, and representing clients in various civil matters. This role involves working closely with partners and senior attorneys and engaging directly with clients and courts. This role is located in San Jose, CA and has a hybrid model. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Research case law, statutes, and legal precedents to support litigation strategy.</li><li>Draft legal documents, including pleadings, motions, discovery requests/responses, and briefs.</li><li>Support the development and implementation of case strategy, including settlement negotiations and trial preparation.</li><li>Represent clients at hearings, depositions, mediations, and, as appropriate, trials.</li><li>Communicate effectively with clients, opposing counsel, and court personnel.</li><li>Review, organize, and analyze evidence and documents for case management.</li><li>Maintain compliance with firm policies, court rules, and best practices regarding case management and ethics.</li></ul>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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><br></p><p>Our client is a <strong>Silicon Valley, 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><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence.</strong> Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. </p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases, with a focus on patent and intellectual property disputes</p><p>• Conduct comprehensive legal research and prepare detailed legal documents</p><p>• Engage in discovery and motion practice, managing a substantive portion of litigation matters</p><p>• Develop and maintain strong professional relationships with clients and understand their business needs</p><p>• Collaborate with team members to strategize and execute litigation processes effectively</p><p>• Take the lead in preparing for oral arguments and depositions</p><p>• Ensure all litigation activities comply with the applicable laws and regulations</p><p>• Utilize your technical aptitude to understand and manage cases related to intellectual property</p><p>• Work efficiently and creatively to resolve disputes in favor of our clients</p>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></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>Lead Planner</strong></p><p>Client‑Centered | Relationship‑Driven | Impact‑Focused</p><p>Join a values‑driven wealth advisory firm dedicated to simplifying complexity, earning trust, and delivering exceptional service with clarity and care. This role is ideal for an experienced advisor who thrives on meaningful client relationships, enjoys mentoring associate team members, and wants to contribute to a mission‑aligned, collaborative environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a dedicated portfolio of client relationships</li><li>Strengthen client trust through proactive communication, planning updates, and personalized guidance</li><li>Lead the development and review of planning materials, including balance sheets, strategic plans, cash‑flow analyses, estate and account maps, financial plans, and investment reports</li><li>Deliver comprehensive advice across investment management, tax and estate strategies, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who care deeply about client outcomes and lead with empathy</li><li>Professionals who value collaboration, accountability, and integrity</li><li>Leaders who enjoy mentoring and elevating team performance</li><li>Individuals committed to continuous learning, improvement, and personal growth</li></ul>
<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>We are seeking a hands-on Workday Project Manager/Consultant with proven public sector Workday experience. This individual will actively support testing cycles and go‑live preparation, partnering directly with internal teams to keep the implementation moving forward.</p><p>This role will be a 4–5-month contract.</p><p><br></p><p>Responsibilities</p><ul><li>Lead daily project management activities across unit testing, end‑to‑end testing, and transition-to-go-live efforts.</li><li>Participate in cross-functional meetings and drive issue resolution across Finance, Payroll, and related workstreams.</li><li>Track and manage all dependencies between Finance and Payroll to maintain alignment and prevent delays.</li><li>Provide functional, hands-on Workday Finance support in areas such as:</li><li>Financial Accounting</li><li>Projects</li><li>Grants</li><li>Procurement</li><li>Workday Strategic Sourcing</li><li>Collaborate with SMEs to manage tasks, identify risks, track decisions, and follow through on action items.</li><li>Support validation of integrations, security, cashiering, and customer account processes.</li><li>Contribute to testing documentation, job aids, and knowledge-transfer materials.</li><li>Communicate with consistency and professionalism, remaining steady and collaborative under pressure.</li></ul><p><br></p>
<p><strong>Full Charge Bookkeeper</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Compensation:</strong> $38 - $45 hourly</p><p><strong>About the Role</strong></p><p>Are you a highly organized and detail-oriented accounting detail oriented ready to take ownership of complex bookkeeping tasks? Robert Half is seeking a skilled Full Charge Bookkeeper to join a dynamic and growing company. This position offers a great opportunity to build your bookkeeping expertise while working closely with senior management and assisting in financial operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the general ledger, including reconciliations and journal entries.</li><li>Prepare financial statements, reports, and budgets for management review.</li><li>Handle accounts payable and accounts receivable transactions.</li><li>Process payroll and maintain accurate records of employee compensation and benefits.</li><li>Manage bank and credit card reconciliations, ensuring timely and accurate processing.</li><li>Track and analyze daily cash flow and forecast financial needs.</li><li>Assist with compliance, regulatory filings, and tax preparation.</li><li>Work closely with external accountants during audits and year-end reporting.</li><li>Maintain vendor and client records to ensure accurate billing and payments.</li></ul><p><br></p>
