Top Tech Jobs & Startup Jobs

Support the Real Assets Portfolio Manager by sourcing and diligencing fund and co-investment opportunities, maintaining models and portfolio analytics, conducting industry research, attending meetings and conferences, and assisting with portfolio management, client reporting, and ad-hoc projects.

The Front Desk Receptionist greets clients, manages phone calls, maintains front desk operations, handles mail, and provides administrative support.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

The Wealth Planner supports Wealth Advisors by managing client relationships, developing financial plans, and ensuring seamless onboarding for new clients.

Lead design and delivery of individualized development plans and training for client-facing wealth management colleagues. Assess talent, coach managers, implement curricula, evaluate outcomes, and align career pathways with firm objectives.

Serve as a Wealth Management Principal providing financial planning, portfolio management, and client relationship leadership for ~75-80 clients. Mentor associates, coordinate client meetings, produce financial plans using e-Money, make trade recommendations, and drive new business and referrals while adhering to firm and regulatory standards.

Serve as a wealth planner managing 70–85 clients, delivering portfolio management, financial and tax-sensitive planning, client reviews, investment recommendations, asset allocation, cash management, and proactive client contact. Support firm activities and uphold professional and compliance standards. Some local travel between San Francisco and Silicon Valley, with infrequent out-of-state client visits.

As an Investment Associate, you will identify and evaluate potential start-up investments, conduct research, assist with due diligence, and report on deal flow.

The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.