Jobs in San Francisco

1,757 positions found — Page 93

Architect & Designer (A&D) Business Development Manager
Salary not disclosed
San Francisco, CA 2 weeks ago

James Hardie is the industry leader in exterior home and outdoor living solutions, with a portfolio that includes fiber cement, fiber gypsum, composite and PVC decking and railing products. Our family of trusted brands includes Hardie®, TimberTech®, AZEK® Exteriors, Versatex®, fermacell®, and StruXure®.

With over 8,000 employees and our U.S. operating entities headquartered in Chicago, we boast 31 operating sites, 6 recycling facilities, and 6 research and development centers globally. Powered by a dynamic workforce, we’re united by our purpose of Building a Better Future for All™ through sustainable innovation, a Zero Harm culture, and a commitment to empowering our people and communities.

For more information, visit from your Los Angeles or San Francisco home office with up to 50-75% travel

The Architect & Designer (A&D) Business Development Manager reports to the Director of Go-to-Market Strategy, Single Family New Construction. This role is primarily a development role serving as an individual contributor responsible for individal market results as well as working alongside field sales reps to drive activity with the design community. Individual contributor tasks will include account management activites, specification creation and strong partnership with all internal and external stakeholders. Additionally, the A&D Business Development Manager will collaborate with the local field sales teams to drive activity in their local marketplace and coordinate the fulfillment of specified projects.


What You’ll Do:

  • Build and nurture a specification network through various activites to engage with the audience.
  • Develop project specifications with specifiers to include projects across our brands.
  • Utilize to log, track and maintain your pipeline from inception to completion and maintain customer records.
  • Maintain a project pipeline that will be fulfilled through established Sales Channels (dealers and contractors), coordinated with the local field team.
  • Able to host, lead and present product trainings or Continuing Education Units (CEUs) in front of large audiences.
  • Collaborate with local sales team and identify key dealers working with the design community to develop a strategic plan to engage with them.
  • Identify trends, changes in industry standard and regulations, product opportunities, and competitive landscapes.
  • Develop a solid understanding of company products and our market development sales approach to effectively engage with prospective customers.
  • Assist in funneling feedback, creation and/or maintenance of sales tools.
  • Engage in local relevant specifier associations (AIA, ASID, ICAA, DLN, etc.).
  • Drive incremental growth in the region and accelerate the adoption of new products.


What You’ll Bring:

  • 5+ years of sales experience in architectural product sales.
  • Ability to develop and nurture relationships.
  • Understanding material aesthetics and project priorities by balancing technical and design sales approaches.
  • Track record of proven results in project and account management activities.
  • Able to read drawings and convey construction expertise.
  • Ability to recognize new design trends.
  • Works autonomously, entrepeneurial in spirit and driven.
  • Ability to work with and understand complex channels & distribution models.
  • Basic understanding of fundamental finanical concepts.
  • Travel 50-75%
  • Valid driver's license
  • Bachelor's Degree required, preferably in Architecture


What You’ll Receive:

As of the date of this posting, a good faith estimate of the current pay scale for this position is $111,200K to $139,100K. Placement in the range depends on several factors such as experience, skills, geography and internal equity and may change over time. This position qualifies for benefits and you will be eligible to participate in a bonus plan.

At James Hardie, we recognize that our success depends on our people. We've worked hard to build a generous and competitive benefits program that demonstrates our commitment to our employees.

  • Comprehensive low-cost co-pay Health Insurance; medical, dental, prescription, and vision insurance benefits for every 30+ hour full-time employee. Insurance starts on day one!
  • Life insurance
  • Short-term and long-term disability insurance
  • 401(k) Retirement plan that will match 100% of employees saved dollars up to the first 6% of your salary
  • 11 paid holidays per year
  • Paid vacation
  • (Paid sick leave)
  • Wellness Program, Employee Assistance Program, Parental Leave
  • Employee Stock Purchase Plan
  • Community Involvement & Sustainable Solutions
  • Click here to learn more about our benefits

James Hardie will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act, in accordance with its plans and policies.

Applications are being accepted on an ongoing basis.

James Hardie Building Products Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, gender, sex, age, national origin, religion, sexual orientation, gender identity/expression, genetic information, veteran's status, marital status, pregnancy, disability, or any other basis protected by law.

James Hardie will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act, in accordance with its plans and policies.

The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.

Not Specified
Technical Video Producer
Salary not disclosed
San Francisco, CA 2 weeks ago

Title : Technical Video Producer, Enterprise Marketing

Contract Duration: 3 months

Location: Hybrid at SFO , CA 94104

Pay Rate : $125/hr on W2



About the role

  • As a Technical Video Producer on the Enterprise Marketing team , you will be the operational backbone behind webinars, livestreams, virtual events, and supporting video content that brings our products and customer stories to life. You'll own the production process from brief through delivery — coordinating with internal stakeholders, managing external vendors and production partners, and ensuring every project meets a high quality bar on time and on budget.
  • This role has a particular emphasis on producing polished, professional webinars and livestreams that engage enterprise audiences. You'll manage the technical and logistical elements of live and virtual events, while also supporting the broader video program with product demos, customer stories, and other enterprise marketing content. You'll work closely with product marketing, brand, communications, and customer teams to ensure that every piece of content accurately reflects how Claude is transforming the way businesses work.
  • This is an ideal role for someone who brings strong production instincts and organizational rigor to fast-moving environments. You should be comfortable operating in ambiguity: sometimes you'll have a fully developed campaign and messaging framework to work within, and other times you'll need to help shape the approach from scratch alongside stakeholders. Either way, you bring structure and move things forward.


Responsibilities

  • Produce webinars, livestreams, and virtual events end-to-end, managing the technical setup, speaker coordination, run-of-show planning, and live execution to ensure a polished experience
  • Serve as the studio manager in-house production space, including scheduling and booking the studio, maintaining equipment and gear inventory, and ensuring the space is production-ready at all times
  • Own the production process for supporting video projects including product demos, customer stories, and enterprise marketing content
  • Receive and interpret creative briefs from marketing stakeholders, asking the right questions to clarify objectives, audience, messaging, and deliverables
  • Source, evaluate, and manage relationships with external production agencies, freelance crews, and post-production vendors
  • Develop and manage project timelines, budgets, and scopes of work, keeping all stakeholders informed of progress and any changes
  • Serve as the primary liaison between internal teams and external partners, ensuring production collaborators have everything they need — from product access and brand guidelines to customer coordination and legal approvals
  • Coordinate cross-functionally with product marketing, brand, communications, and customer teams to align on project goals and secure necessary inputs
  • Manage the review and approval process across internal stakeholders, shepherding projects through feedback rounds efficiently
  • Build and maintain scalable production processes, templates, and vendor rosters as the video and events program grows
  • Stay current with webinar and livestream platforms, video production trends, and best practices in the technology and AI space


You may be a good fit if you

  • Have 5–7 years of professional video production experience, with meaningful experience producing webinars, livestreams, or virtual events
  • Have demonstrated experience coordinating with external production agencies and vendors through the full production lifecycle
  • Are highly organized and detail-oriented, with a track record of managing multiple concurrent projects with competing deadlines and budgets
  • Have strong interpersonal and communication skills, with the ability to work effectively across both creative partners and non-technical internal stakeholders
  • Can translate business objectives and marketing briefs into clear, actionable production plans
  • Understand the full production workflow — pre-production, production, and post-production — and can provide informed guidance at each stage
  • Are comfortable holding external partners accountable to timelines, budgets, and quality standards
  • Are proactive, resourceful, and composed under pressure — you bring order to complexity and keep things moving, even when the brief or strategy is still taking shape
  • Thrive in environments where you may need to define the production approach before a campaign framework or messaging is fully established
  • Are excited about the opportunity to tell stories about how AI is transforming how businesses operate


Strong candidates may also have

  • Hands-on camera operation skills with the ability to capture footage for quick-turn needs such as event coverage or behind-the-scenes content
  • Familiarity with streaming platforms and broadcast tools (e.g., StreamYard, Goldcast, YouTube Live, or similar)
  • Video editing skills, particularly for assembling product demos, highlight reels, or short-form promotional clips
  • Experience producing content for product launches, keynotes, or major marketing moments
  • Background in producing branded content, product videos, or customer stories
  • Familiarity with the AI industry and understanding of how AI products are being adopted across different sectors
  • Knowledge of different delivery formats and platform requirements (web, social, events, sales enablement)
  • Experience building video production programs or workflows from the ground up
Not Specified
Superintendent
Salary not disclosed
San Francisco Bay 2 weeks ago

Project Superintendent – Commercial Construction

Location: San Francisco, California

Salary: $152K–$165K + performance-based bonus

Experience: 5–10+ years in commercial construction, healthcare, education, life sciences, or civic projects


About the Role

Lead complex construction projects from preconstruction through completion. Manage daily field operations, oversee schedules, budgets, and quality, and coordinate multiple trade partners. Serve as the primary on-site leader, fostering safety, professionalism, and collaboration across all project stakeholders.


Requirements

  • Bachelor’s degree in Construction Management, Engineering, or related field (or equivalent field experience)
  • 5–10+ years of experience in commercial construction
  • Hands-on experience managing field operations on complex projects
  • Familiarity with construction scheduling and project management systems
  • Strong leadership, communication, and team development skills
  • Ability to manage safety, quality, and regulatory compliance on-site


Perks & Benefits

  • Competitive base salary + performance-based bonus
  • Medical, dental, and vision insurance
  • 401(k) plan with company match
  • Paid time off, holidays, and parental leave
  • Career development and training programs
  • High-performance, purpose-driven culture


To Apply: Send your resume to

Not Specified
Portfolio Schedule Manager – Project Controls (AI Data Centers)
🏢 Crusoe
Salary not disclosed
Alameda, CA 2 weeks ago

Apply on


About This Role:

Crusoe Energy is seeking a Portfolio Schedule Manager, Project Controls to provide leadership and governance across scheduling for large-scale, complex capital programs, including hyperscale data center projects. This role operates at the portfolio level, ensuring schedule integrity, consistency, and transparency across multiple concurrent projects.

The Portfolio Schedule Manager will establish and enforce scheduling standards, integrate execution schedules with cost insights, and deliver clear, actionable reporting to senior leadership and Crusoe clients. This role is ideal for a seasoned project controls professional who brings deep scheduling expertise, strong leadership skills, and the ability to connect schedule performance to broader program and financial outcomes.


What you’ll be working on:

  • Lead portfolio-level construction scheduling and project controls across multiple large infrastructure or hyperscale data center projects
  • Establish, enforce, and continuously improve minimum scheduling standards, including schedule structure, coding, progress measurement, update cadence, and reporting
  • Own portfolio schedule reporting, clearly communicating schedule health, forecasted milestones, critical path impacts, and overall delivery risk to leadership and clients
  • Integrate schedule and cost insights to highlight schedule-driven cost risks, acceleration impacts, and downstream financial implications
  • Oversee and support onsite and regional scheduling services teams, providing direction, quality assurance, escalation support, and alignment to portfolio standards
  • Bridge execution schedules with baseline planning assumptions by partnering closely with Preconstruction to ensure continuity from planning through delivery
  • Own the onboarding and transition of schedules from Preconstruction into active project delivery, ensuring alignment with general contractors and key vendors
  • Collaborate with consultants, Preconstruction, Construction, general contractors, and OFE vendors to integrate contractor schedules into a unified, program-level schedule
  • Support data-driven decision-making by providing timely, accurate schedule insights across the portfolio


What you’ll bring to the team:

  • Bachelor’s degree in Engineering, Construction Management, or a related technical discipline
  • 12+ years of experience in construction scheduling and project controls for large infrastructure, hyperscale data center, or complex capital programs
  • Advanced scheduling expertise; Primavera P6 proficiency and/or advanced scheduling certifications strongly preferred
  • Proven experience establishing and enforcing scheduling standards across multi-project portfolios
  • Strong ability to assess schedule health, critical path impacts, and milestone risk at both project and portfolio levels
  • Experience integrating schedule and cost data to inform leadership decisions
  • Demonstrated leadership managing and guiding scheduling teams and external service providers
  • Strong communication skills with the ability to present complex schedule information clearly to senior stakeholders and clients


Benefits:

  • Industry competitive pay
  • Restricted Stock Units in a fast growing, well-funded technology company
  • Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
  • Employer contributions to HSA accounts
  • Paid parental leave
  • Paid life insurance, short-term and long-term disability
  • Teladoc
  • 401(k) with a 100% match up to 4% of salary
  • Generous paid time off and holiday schedule
  • Cell phone reimbursement
  • Tuition reimbursement
  • Subscription to the Calm app
  • MetLife Legal
  • Company paid commuter benefit; $50 per pay period


Compensation Range:

Compensation will be paid in the range of $180,000 – $225,000. Restricted Stock Units are included in all offers. Compensation will be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data.


Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.


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Not Specified
Recruitment Coordinator
Salary not disclosed
San Francisco, CA 2 weeks ago

Responsibilities:

  • Acting as point of contact for candidates; coordinating, scheduling, and managing interviews as well as travel and accommodation arrangements when needed. Making sure everyone is in the right place at the right time.
  • Using Ashby (our ATS) and relevant recruiting tools to keep organized and help keep our busy team on track.
  • Our Recruiting Coordination team works together to reach our goals. This will include supporting multiple functions, cross-training, hosting and scheduling support and completing assigned tasks.
  • High-volume global scheduling of interviews: phone screens, video conferencing, presentations and onsite interviews.
  • Communicating updates to candidates regarding their applicant/interview status as needed.
  • Developing strong candidate and stakeholder relationships (Hiring Managers, Recruiting, etc.) and maintaining effective communication channels.


Requirements:

  • Bachelor’s Degree and ideally 2+ years of experience in a fast paced recruiting coordinator position
  • Obsessed with candidate experience: we see our candidates as our guests, and we are their hosts. It is the coordinator's job to ensure a smooth experience.
  • Detail oriented, highly organized, able to multitask - we move fast here and we are constantly changing directions, but we keep it all together AND we think that is fun. You should too.
  • An excellent communicator, both written and verbal. With an appropriate blend of professionalism and friendliness
  • Self-directed with a high sense of urgency while maintaining a meticulous attention to detail.
  • Someone who anticipates possible issues before they arise and effectively problem-solves in advance. This includes independently making quick, educated decisions.
  • Someone who has impeccable attention to detail, the ability to maintain a high degree of professionalism and a calm demeanor.
  • Able to take initiative and have the confidence to keep interviews running on time, encourage people to get their feedback in a timely manner, and nudge the recruiters to get back to their candidates when necessary.


Pay Rate:

  • $50-$57/hour
Not Specified
Director of Communications
Salary not disclosed
Alameda, CA 2 weeks ago

New York, NY, Washington, DC, San Francisco, CA or Los Angeles, CA

Summary

The Director of Communications partners closely with the Firm’s leadership and marketing/business development teams to shape and execute a dynamic, firmwide communications strategy spanning media and public relations, internal and external communications, content marketing, and social media. This leader works hand-in-hand with business and practice leadership to advance the firm’s vision, spotlight its strengths and successes, and elevate its reputation as an industry thought leader. With a sharp focus on client service and satisfaction, the Director ensures excellence across every touchpoint while upholding the highest editorial quality and brand standards.

  • Develop and execute comprehensive PR and communications strategies that elevate the firm, its practices, and attorneys across key markets and audiences.
  • Serve as a trusted advisor to the Leadership Team and senior management on communications strategy, reputational risk, and crisis response.
  • Lead proactive media relations efforts, cultivating strong relationships with top-tier and industry outlets to increase visibility and share of voice.
  • Identify and drive strategic PR opportunities aligned with the firm’s core practices and industry strengths.
  • Oversee the creation of high-impact communications materials, including press releases, messaging documents, Q&As, biographies, and briefing materials.
  • Ensure consistent positioning, messaging, and brand standards across all external and internal communications channels.
  • Direct digital communications and content marketing strategies, leveraging social media, web, email, and marketing technologies to enhance brand awareness and engagement.
  • Lead the firm’s internal communications strategy, partnering with leadership to clearly and effectively communicate the firm’s vision, strategic priorities, performance, and key initiatives—driving alignment and engagement across offices and functions.
  • Partner with firm leadership and cross-functional teams to promote thought leadership initiatives and elevate key spokespeople in the marketplace.
  • Monitor, analyze, and report on media coverage, industry trends, and competitive positioning to inform strategy and demonstrate impact.
  • Manage the communications budget and team operations to deliver exceptional service and measurable results.

Qualifications

  • 15+ years of senior-level experience in public relations or corporate communications, preferably within a large, international law firm or similarly complex organization.
  • Deep expertise in corporate communications, public relations, finance and transactional PR, investor relations, crisis/incident management, and social media strategy.
  • Proven ability to develop, own, and lead a comprehensive communications strategy aligned with organizational priorities.
  • Demonstrated success operating persuasively and effectively within a collaborative, consensus-driven culture.
  • Strong leadership and team management experience, with the ability to inspire high performance.
  • Exceptional written and verbal communication skills, with sharp editorial judgment and attention to detail.
  • Highly organized and adaptable, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Credible, proactive relationship builder who quickly earns the trust of senior leadership and thrives in a dynamic, high-performing culture.

Benefits

  • Firm offers a comprehensive benefits package starting on your first day.
  • A variety of options for medical, dental, vision, life and disability coverage to meet the needs of you and your family.
  • Industry-leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care.
  • Global wellness program, including free access to Talkspace and Calm apps.
  • Annual community service day to make an impact on your community and a birthday holiday just for fun.
  • Education reimbursement annually.
  • Dedicated Talent Development team.
  • Competitive annual profit-sharing contribution.

Where required by law, salary ranges are stated below. Additional compensation may include a discretionary bonus, overtime as applicable, health/welfare benefits, retirement contributions, paid holidays, and PTO. The range displayed is specifically for positions performed in those cities/states and may vary based on factors including but not limited to the following: local market data and ranges; an applicant’s skills and prior relevant experience; and certain degrees, licensing, and certifications.

New York, San Francisco salary range: $244,000.00- $340,000.00, plus bonus

Los Angeles, Washington, D.C. salary range: $232,000.00-$323,000.00, plus bonus

#LI-Hybrid

38827

Not Specified
Gig Court Staff Attorney (Immigration) – Appointment-Based Engagement
Salary not disclosed

Gig Court Staff Attorney (Immigration) – Appointment-Based Engagement

Location: San Francisco, CA

Engagement: GIG / Contract / Appointment-Based

Start: Approximately 20 days from engagement

Compensation: 40-80 USD/Hr

About the Opportunity

Lisinski Law Firm is expanding its Court Operations team and seeks licensed U.S. attorneys interested in immigration law who value flexibility, autonomy, and work-life balance. This role involves gig-based, appointment-driven court appearances supporting Master Calendar Hearings.

This is not a full-time role. Assignments are scheduled in advance and designed for attorneys seeking flexible courtroom work without full case ownership or long-term employment commitments.

What You'll Do

  • Appear in person at scheduled Master Calendar Hearings
  • Represent clients professionally and ensure accurate communication of case status
  • Follow prepared notes, instructions and report outcomes using firm templates

Why This GIG Works

  • Want flexible appointment-based assignments
  • No case management, filings, or client ownership
  • Predictable courtroom appearances during business hours
  • Transportation and training expenses covered

Requirements

  • Active U.S. bar license (any jurisdiction)
  • Immigration or courtroom experience preferred
  • Availability during court business hours
Not Specified
Legal & Compliance Counsel
Salary not disclosed
San Francisco, California 2 weeks ago

Top tier San Francisco based VC fund is looking to add to their growing team! The firm's GC/CCO is targeting a 3-5yr funds attorney who is able to dig in across legal and compliance. Given the lean structure, having the ability to role up your sleeves is very important.

  • 3-5yrs
  • Funds attorney by background with compliance experience
  • To sit in their downtown SF office 3-4x per week
Not Specified
Trial Attorney
Salary not disclosed
Alameda, CA 2 weeks ago

Trial Attorney


Office Locations


Los Angeles

Costa Mesa

San Diego

Inland Empire

San Francisco


Remote Work Flexibility


Experience the freedom of working remotely for a portion of your workweek. Our infrastructure enables seamless communication, collaboration, and access to resources from anywhere.


About the Company


Manning Kass is a national civil litigation defense firm that stands out from the rest—every case and client matters. Established in 1994 with just sixteen attorneys, we have expanded over the past thirty years to more than 160 attorneys across seven offices, including major economic hubs like New York and Los Angeles.


About the Role


Manning Kass is seeking a Trial Attorney to join one of our California offices in a hybrid remote capacity. This position focuses on Automotive Litigation, Premises Liability, Products Liability , and General Liability matters. The ideal candidate will have a strong background handling litigation matter. This role offers the opportunity to work on challenging cases


Responsibilities


  • Strategically analyze and oversee all phases of litigation, from inception through resolution.
  • Develop and deliver arguments and represent clients in negotiating settlement conferences.
  • Maintain consistent and proactive client communication, including comprehensive assessments of liability and damages.
  • Represent clients in key litigation proceedings, such as hearings, motions, depositions, and mediations.
  • Lead a team of Associates, Paralegals, and Legal Assistants.
  • Review and refine pleadings, motions, and other legal filings to ensure accuracy and strategic alignment.
  • Develop legal strategies to resolve cases favorably and cost-effectively for clients.


Professional Development Opportunities


We are committed to investing in our team's professional growth. Our distinctive "Manning Kass University" training program offers tailored education and development opportunities to help you thrive as a successful lawyer. Opportunity to mediate, arbitrate, and try cases while learning from the firm’s experienced ABOTA trial attorneys.


Requirements


  • Juris Doctor (J.D.) degree is required.
  • You must be licensed to practice in the State of California.
  • 5+ years of civil litigation experience, with a focus on personal injury.
  • Trial experience.
  • Experience formulating and developing case strategy, advising clients on risk mitigation and case resolution options.
  • Strong critical thinking, interpersonal skills and the ability to exercise common sense in complex situations while reporting to clients and carriers.


Company Offers


  • Salary starting at $140,000 - $190,000. Salary is commensurate with experience.
  • We offer a lucrative and generous bonus structure.
  • Comprehensive benefits package, including medical, dental, vision, disability, life, flexible spending account, and 401K.
  • Pet insurance coverage.
  • Referral program.
  • A company culture that fosters career growth and opportunity.
  • All applications will be treated with the utmost confidentiality.
Not Specified
Senior Associate - Family Office
Salary not disclosed
Alameda, CA 2 weeks ago

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

  • Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
  • Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
  • Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
  • Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
  • Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
  • Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

  • Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
  • Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
  • Develop working knowledge of trusts, estate strategies, and gifting structures.
  • Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
  • Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

  • Bachelor’s degree required.
  • 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

  • Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
  • Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm’s investment philosophy.
  • Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
  • Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
  • Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

  • Bachelor’s degree required.
  • 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

  • Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
  • Exceptional attention to detail and commitment to accuracy.
  • Intellectual curiosity, proactive thinking, and a passion for client service.
  • High integrity in handling confidential and sensitive information.
  • A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

  • Senior Analyst: $110,000 – $120,000 base salary
  • Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Not Specified
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