Engineering Structures Jobs in Cotati California

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

• Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
• Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
• Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
• Build a residual income stream that grows month after month — every account you sign keeps paying you
• Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

• Uncapped Commission Structure — earn what you're worth
• Lifetime Residuals — ongoing passive income on every account
• $15,000+ Fast-Start Bonus potential in your first 90 days
• Daily Qualified Leads so you can focus on closing, not chasing
• Exclusive Fintech Tools & CRM — built to help you win faster
• 45X Portfolio Buyout Option — turn your book into real equity
• Comprehensive Training, Mentorship & Closer Support
• 3-6 preset appointments each day!

What We're Looking For

• Proven B2B or outside sales track record (merchant services or fintech experience preferred)
• A fearless hunter mentality — you love prospecting and closing deals
• A "CLOSER" - Hybrid role with appointments that need to be closed!
• Entrepreneurial spirit with discipline and self-motivation
• Confident communicator who builds instant trust with business owners
• A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Outside sales: 2 years (Preferred)
• Direct sales: 1 year (Preferred)
• Sales: 4 years (Required)
• B2B sales: 2 years (Required)

Ability to Commute:

• Arizona (Required)

Work Location: Remote

Lead Actuarial Analyst

Are you eager to make a real difference through data and innovation while enjoying flexibility that supports how you work best?

Make an impact at the center of California's workers' compensation system while benefiting from a hybrid schedule that allows you to work remotely 60% of the time. At the WCIRB, we offer the best of both worlds: the freedom to do deep analytical work from home most days, paired with purposeful onsite collaboration (40%) at our modern San Francisco headquarters. It's a structure designed to support focus, autonomy and long‐term professional growth.

Our actuarial and research teams work on a wide range of workers' compensation projects, from medical cost trend analysis and classification research that support advisory pure premium rate changes to innovative studies uncovering emerging drivers of system costs. Recent work has explored topics such as employee tenure, long COVID and the effectiveness of experience rating in promoting workplace safety. Our culture is collaborative and mission‐driven and our benefits are designed to support both wellbeing and career development. Employees also enjoy robust retirement offerings, including both a 401(k) and a pension plan.

The Workers' Compensation Insurance Rating Bureau of California (WCIRB) is California's trusted, objective provider of actuarially based information and research, advisory pure premium rates, and educational services integral to a healthy workers' compensation system. We are a private, nonprofit association representing more than 400 member companies, funded entirely by membership fees and assessment. We employ approximately 175 people, with our headquarters located in downtown San Francisco.

About the Role

We are seeking an experienced Lead Actuarial Analyst who is energized by complex analytical challenges, cross‐functional collaboration and the chance to influence methodologies used statewide. This role is central to the WCIRB's actuarial functions and offers meaningful opportunities for independence, visibility and professional development.

Responsibilities

• Leads the analysis and evaluation of statistical data pertaining to pure premium rates; identifies trends or cost drivers; prepares materials for committees or rate filings to evaluate impact of various cost drivers on pure premium rates.
• Leads actuarial analyses of aggregate data and ratemaking methodologies; recommends adjustments to actuarial ratemaking methodologies to the Vice President, Actuary and Chief Actuary; periodically validates appropriateness of methodologies.
• Provides key deliverables and correspondence with WCIRB members and other customers, such as the insurance department and governmental agencies, on complex data and other technical issues, with minimal or no supervision.
• Represents the Actuarial department and provides subject matter expertise on actuarial data and data collection processes to representatives of other units of the WCIRB on various cross‐functional projects and issues.
• Prepares, reviews, and analyzes various studies of aggregate and classification experience for rate filings and other reports produced by Actuarial Services including those presented to WCIRB Committees and Working Groups.
• Leads the Actuarial team's efforts in collaboration with the IT department on the development and changes to applications used by the Actuarial team and customers to submit, retrieve, and/or analyze data.
• Supervises the development and maintenance of data products and oversees the fulfillment of data requirements pursuant to statutory and regulatory mandates.
• Performs peer reviews of analysts' work.
• Supervises actuarial analysts in various aspects of analyses; oversees progress of projects and guides projects to completion in an accurate and timely manner.

Qualifications

• Educational background (Bachelor's degree or above) in a technical field such as mathematics, actuarial science, applied statistics, or economics.
• Five years of experience as an actuarial analyst in a property/casualty insurance company, rating organization, consulting firm, or a state insurance department.

Required Skills

• Very strong professional communication skills, both verbally and in writing.
• Strong listening and interpersonal skills.
• A high level of ability in the utilization of mathematical techniques for the analysis of statistical information.
• The ability to develop a complete theoretical framework with precisely defined relationships, as necessary in special studies or rate revisions.
• Very strong proficiency in the following three areas with six years' experience preferred: mathematics, applied statistics, and programming (in a language such as VBA, SQL, R, or Python).
• Proficiency in Microsoft Office Suite.
• Associate of the Casualty Actuarial Society (CAS) or at least six CAS exams with extensive related experience.

Benefits

Our employees enjoy a state‐of‐the‐art, energy‐efficient, open work environment that nurtures collaboration and creativity. We go the extra mile to keep our employees happy and healthy and are proud to be recognized as a Plan Sponsor of the Year finalist for our commitment to retirement readiness through strong 401(k) and pension offerings. Some of our perks include:

• Hybrid work environment (40% onsite / 60% remote)
• Medical, dental, and vision benefits
• Commuter benefits
• Competitive PTO program
• 401(k) and pension plan
• Annual incentive plan
• Ten paid company holidays
• Social activities
• Community volunteer involvement

The WCIRB supports actuarial credentialing through paid study time, full coverage of exam fees and materials, and base salary increases for each exam passed.

Equal Opportunity Statement

WCIRB is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law. The successful candidate will reside in California and will work from our headquarters in San Francisco at least 40% of the time. We are not able to pay for relocation costs or to sponsor or take over sponsorship of an employment visa at this time.

Saelo is a Korean-inspired, design-forward preventative skin clinic building toward multi-location growth in San Francisco. We are hiring a hands-on Clinic Operations Manager to stabilize and scale the behind-the-scenes systems that protect revenue, provider schedules, inventory, compliance, and client experience — so founders and clinicians can focus on care and growth.

You will own both day-to-day execution across all Saelo locations and the systems that support them — from managing pallet deliveries and inventory drop-offs to building scalable workflows and operational infrastructure across the business.

We are looking for strong judgment, operational precision, and someone who can reduce founder dependency over time.

What You'll Own

• Protect provider calendars and manage client escalations
• Own inventory across clinics and storage (no stockouts, no chaos)
• Execute pallet deliveries, restocks, and supply transfers
• Ensure daily clinic readiness and operational stability
• Troubleshoot IT and clinic tech (Boulevard, iPads, WiFi, POS)
• Coordinate vendors, repairs, and facility needs
• Build scalable SOPs, onboarding documentation, and internal systems
• Support hiring logistics and training coordination
• Systematize virtual assistant usage and implement automation to reduce manual work
• Support new location launches and cross-location operational consistency

Requirements

• 3+ years in operations, clinic, hospitality, or startup environments
• Strong spreadsheet skills and systems thinking
• High judgment and calm problem-solving
• Comfortable lifting 25–30 lb boxes
• Ability to travel between SF locations
• Excited to grow into a larger operations leadership role

Growth & Opportunity

This role is designed to grow. As Saelo expands across San Francisco, you will help launch new locations, build scalable systems from the ground up, and influence operational strategy across the business. We are a growing brand with new partnerships, events, and collaborations planned as we scale, and this role will be closely involved in operationalizing those initiatives.

If you're genuinely interested in Korean beauty, preventative skincare, and the mechanics behind how a modern clinic runs — and you enjoy both structured systems and the real-world nuances of building something from the ground up — this role will feel dynamic, high-impact, and long-term.

Company Description

Ignition Leadership is a selective leadership accelerator designed for ambitious early-career professionals who want to run real businesses, not just manage tasks.

Through structured development, operational immersion, and high-accountability coaching, Ignition prepares high-potential leaders to take ownership of performance, teams, and financial outcomes.

Graduates of the Ignition Manager in Training pathway are placed into leadership roles at Stress-Free Auto Care, a fast-growing, tech-forward automotive platform operating across multiple states.

Ignition turns potential into operational leadership.

Role Description

This is a full-time, on-site leadership development role based in Northern California, Southern California, or Texas.

As a Manager in Training (MIT), you will enter the Ignition Leadership pathway and be placed into operational leadership at Stress-Free Auto Care. From day one, you will learn how to run a modern, data-driven auto repair operation while developing the leadership skills required to manage teams and own financial performance.

This is not a classroom program. It is hands-on business leadership.

You will progress through a defined career path:

• Year 1: Manager in Training → Assistant General Manager

• Year 2: General Manager (full P&L ownership)

• Years 3–4: Senior General Manager (multi-location leadership)

• Year 5+: District Manager (regional oversight)

High performers advance quickly and take on significant operational responsibility.

Responsibilities

• Learn and execute all aspects of shop operations

• Lead technicians and service advisors

• Manage workflow, staffing, and daily performance

• Deliver exceptional customer experience

• Drive revenue and operational KPIs

• Use financial and operational data to improve performance

• Support hiring, coaching, and team development

• Transition into full P&L ownership as you advance

Qualifications

• Bachelor's degree required

• 0–3 years of professional experience

• Strong leadership potential and ambition

• Excellent communication skills

• Analytical mindset with a bias toward action

• Comfortable in fast-paced, hands-on environments

• Willingness to relocate for advancement (preferred)

Overview

Our client is seeking an experienced and highly motivated Counsel – M&A Investments to join their legal team. This role will independently lead investment initiatives, managing all aspects of our investment portfolio and providing strategic legal guidance on complex financing transactions. The ideal candidate will have a strong background in both law firm and in-house legal work, with cross-border experience and a solid understanding of public and private financing structures.

Key Responsibilities

• Lead and manage multiple streams of investments independently, including public and private financing projects.
• Provide legal support for all elements of the company's investment portfolio, including mergers, acquisitions, joint ventures, and financing agreements.
• Draft, review, and negotiate investment agreements, financing documents, and related legal contracts.
• Brief management and executives on legal risks, compliance matters, and strategic opportunities related to investment activities.
• Collaborate closely with internal stakeholders across Sales, R&D, Manufacturing, and Finance to ensure legal alignment with business objectives.
• Provide counsel on cross-border transactions, foreign investment regulations, and international financing matters.
• Conduct due diligence and risk assessments for potential investment opportunities.
• Ensure compliance with all applicable laws, regulations, and corporate governance standards in investment transactions.

Qualifications

• Juris Doctor (JD) or Master of Laws (LL.M.) from an accredited U.S. or internationally recognized law school.
• 5+ years of experience required.
• Demonstrated experience with cross-border finance, M&A, joint ventures, and financing projects.
• Experience in automotive, energy storage systems (ESS), power station, or related manufacturing industries preferred.
• Mandarin language skills are highly desirable.
• Strong analytical, negotiation, and communication skills, with the ability to provide concise and strategic advice to management.
• Proven ability to handle complex legal matters independently in a fast-paced, global business environment.

About Nucleus

Nucleus is a research-driven talent and intelligence platform for the next generation of investors, built at the intersection of data, experimentation, and community. We hire investors for some of the best firms in the world and are building the network, community, and intelligence layer around the people shaping the future of venture and company building.

The Role

This is a foundational hire working directly with the founder across research, community, events, client relationships, fellow experience, and search execution. One day you may be building cap tables. Another you may be running a mixer for 40 fellows or sitting in on a GP hiring conversation at a top firm.

The title is intentional. You will be in the room early, learning how the best firms operate and earning responsibility as you prove you can carry it. Over time you will own projects and workstreams. The starting point is proximity, pattern recognition, and high output across a wide surface area.

The founder focuses on strategy, vision, brand, community, and high-trust client relationships. Your role is to absorb the operational surface area so his time goes to the work only he can do. Nothing drops while he goes deep.

What the work looks like

• Work side by side with the founder across research, community, content, events, and client delivery
• Own the operational follow-through: prep materials, follow-ups, scheduling, and keeping workstreams moving between meetings
• Conduct research on investors and firms. Build and maintain the Nucleus Brain so the founder can go deeper on priority engagements.
• Collaborate on candidate shortlists and search materials for active client work
• Help coordinate NEXT Fellowship programming, pod logistics, and fellow experience
• Plan and execute community events: mixers, firesides, dinners, partner programming
• Draft and edit external communications: emails, proposals, partnership materials, client decks • Contribute to content across Nucleus Intelligence, Substack, social, and the Rise podcast
• Help shape brand and media presence
• Pick up whatever needs to get done so nothing falls through the cracks

Who you are

• 1 to 2 years in a high-intensity environment: investment banking, management consulting, executive search at a top firm, or an operating role at a venture-funded startup
• Genuinely curious about venture capital, the people in it, and how the industry actually works
• Technical bias. At the least, you are highly analytical by nature and can find information others can't and synthesize it clearly
• Warm, high-energy, and natural with people. You make rooms better when you walk in.
• Excellent writer with a tight, dense style
• Comfortable with ambiguity and context-switching in a fast-moving, founder-led environment
• Based in San Francisco or NYC. Remote will be considered. Must be in the US and be willing to travel.

Why this role

You will have a front-row seat to how the best venture firms operate, hire, and think about talent. You will build relationships with builders, investors, LPs, and emerging managers that most people spend years trying to access. And you will help build a company from the ground floor with real revenue, real clients, and a vision that extends well beyond search.

Promotions follow ownership and output, not tenure. We stay intentionally lean. Earn it, and the path to real ownership is short.

Compensation

Base: $120-180k DOE

Bonus eligible day one

Profit sharing with meaningful upside as the business grows

DM alexklein0x on X for the fastest reply. Will check LinkedIn weekly.

Overview

Whistler Partners is partnering with to hire its first senior legal leader — a Head of Legal with the opportunity to step into a General Counsel title for the right candidate.

Owner provides a suite of tools designed to help local restaurant owners increase sales and strengthen their online presence. From mobile ordering and customer rewards to digital growth infrastructure, the platform empowers independent restaurants to compete and win. As the business expands product surfaces, navigates regulatory complexity, and enters increasingly strategic partnerships, legal leadership is now mission-critical.

This is a foundational hire at a high-growth, mission-driven SaaS company.

Why this role?

This is not an incremental legal hire. It's a build-from-zero seat.

You will own the full legal stack — corporate, compliance, employment, IP, litigation, regulatory, and commercial — and serve as a strategic partner to the executive team. You won't inherit a pre-built function. You'll architect it.

Success in this role means:

• Building scalable systems from ambiguity
• Knowing when to leverage outside counsel — and when to move internally
• Acting as DRI on the company's most sensitive initiatives
• Helping leadership move faster while strengthening risk discipline

The title is flexible and may include General Counsel for the right candidate.

This is ideal for a builder who wants true ownership, executive visibility, and the opportunity to shape Legal at a scaling technology company from day one.

Key Responsibilities

• Partner closely with Engineering, Product & Design, GTM, People, Finance, Ops, and the Executive team
• Act as strategic advisor to the CEO on negotiations, disputes, and sensitive matters
• Build and scale Owner's Legal function as its first full-time legal hire
• Serve as DRI on litigation strategy, regulatory posture, and complex commercial agreements
• Partner with Product and Engineering to ensure new products and pricing models are built with compliance and risk minimization in mind
• Design scalable systems across contracting, compliance, governance, privacy, employment, and IP
• Manage outside counsel across corporate, regulatory, employment, and litigation matters
• Support fundraising, board matters, corporate governance, and investor communications
• Proactively identify legal risk areas and implement preventive frameworks

About You

• 8–10+ years of legal experience across law firm and in-house environments
• Broad, "full-stack" experience across commercial, corporate, compliance, IP, employment, and litigation oversight
• Builder mentality — energized by creating structure from scratch
• Strong executive presence and business judgment
• Comfortable operating in fast-moving, ambiguous environments
• Able to partner closely with product and engineering teams
• Motivated to scale and eventually build a Legal team

Compensation

$250,000 – $325,000

Owner is open to increased compensation at the General Counsel level and may stretch beyond the posted range for the right candidate.

Perks

Comprehensive health coverage, Bay Area-based remote flexibility, unlimited PTO, and additional growth-stage benefits.

Interested?

This search is being led by Wolf at Whistler Partners. Please contact them for a confidential conversation.

About Whistler Partners

Matchmakers, Not Headhunters

Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter.

We readily admit that we are elite and only work with the best – after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.

Position Description

Ryder is hiring a Master Level Diesel Technician in Rohnert, California — offering weekly pay, excellent benefits, and a Technician career you can feel good about.

Hear it from a Ryder Technician Employee Here:

• 
  
• Hourly Pay: $45.07 per hour
  
  
• Certification Bonus of $100 for each New ASE Certification Obtained up to $700
  
  
• Quarterly Bonus: Ryder Pays you up to $500 Every Quarter - Four Times Per Year
  
  
• Schedule: Monday–Friday Weekends OFF
  
  
• Hours: First Shift 8:00 am – 4:30 pm
  
  

We want the right Maintenance Repair Mechanic to join us at Ryder to work on Heavy Duty Vehicles

Apply Here with Ryder Today

Spots are filling fast — click apply now to secure your spot.

All the benefits you expect — without the wait.

• 
  
• Medical, Dental, Vision after 30 days
  
  
• 80 hours PTO your first year, starting Day 1
  
  
• Yearly merit pay increases
  
  
• 401 (k) company match
  
  
• PPE, uniforms, and boot allowance
  
  
• Build your skills - paid training
  
  
• Safety‑first workplace & State-of-the-art equipment
  
  
• Top Tech Competition: Earn $250 – $50,000 per year
  
  
• U.S. military veterans - extra paid day off
  
  
• 15% company stock discount
  
  
• Up to $5,000 in Tech tuition repayment
  
  
• 12 weeks paid maternity leave (subject to specific eligibility criteria, including work tenure)
  
  
• Employee discounts on tools, vehicles, travel, tech & more
  
  

Click Here to See All Ryder Careers:

We want YOU to join our family made up of Proud Women and Men in Logistics who work alongside Military Reserve and Veterans we hire everyday

Refer anyone and get rewarded with UNLIMITED bonuses up to $1,500 for every Ryder hired Diesel Mechanic, Service Employee, Driver, Warehouse Associate and more!

EEO/AA/Female/Minority/Disabled/Veteran

Requirements

• 
  
• High school diploma or equivalent preferred
  
  
• Vocational or Technical Certification Post Secondary degree or Technical Certifications, preferred
  
  
• Basic tools, required
  
  
• Demonstrated aptitude and applied experience in mechanical repair of automotive gas or diesel engines including:
  
  
• Routine preventative maintenance, which should include oil changes, brake and tire work
  
  
• Diagnostics and repairs, including AC, electrical systems
  
  
• Advanced skilled level repairs to include some major engine repairs, diesel after treatment or automotive fuel injection repairs, required
  
  
• Four (4) years or more Relevant work experience, preferred
  
  
• Valid Commercial Driver License (CDL) CLASS A,preferred
  
  
• All other certification as required by location, required
  
  

ADDITIONAL REQUIREMENTS:

• 
  
• Ability to perform all T3 tasks
  
  
• Must have demonstrated advanced analytical and repair skills in vehicle maintenance
  
  
• Effective interpersonal communication skills
  
  
• Must have basic computer skills: PC, Windows, mouse, etc.
  
  
• Must be able to lift up to 50 pounds
  
  
• Must be available to work shift work/weekends and on call duty as required
  
  
• Prefer ASE Certification in PM, Brakes, A/C, electrical, Electronics or ASE Master Mechanic
  
  
• Required to operate shop computers and diagnostic test equipment proficiently
  
  
• Must have minimum tool requirement
  
  
• Must road test vehicles as necessary
  
  
• Demonstrated ability to coach/mentor/influence others
  
  
• This position requires for you to drive Ryder vehicles. In order to become a Ryder employee you must:
  
  
• Must be able to obtain CDL within 6 months after hire
  
  
• Pass a Ryder Drug Test
  
  
• Pass a DOT physical
  
  
• Pass a Ryder road test
  
  
• Pass a Ryder Background and Motor vehicle check including Drug and alcohol verification from previous employers for the last 3 years
  
  

Important Note: Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.

Responsibilities

• 
  
• SBTIII trained within 180 days (SBT220)
  
  
• Complete all OEM on-line diagnostic scan tool software courses as required by location fleet mix. (completed within 365days)
  
  
• Complete Instructor led OEM courses as required to support location fleet mix.
  
  
• Performs vehicle maintenance and repair duties including:
  
  
• Performs standard vehicle maintenance
  
  
• Performs preventive maintenance
  
  
• Performs complex repairs with minimal (if any) support.
  
  
• Demonstrate the ability to access and use internal and external maintenance documents
  
  
• Diagnoses and repairs complex mechanical and electronic problems with minimal (if any) support, utilizing diagnostic computers/software when applicable.
  
  
• Performs remote triage to with RCRC and customers to determine best solution to assist roadside breakdowns.
  
  
• Performs facility maintenance duties
  
  
• Interacts with customers/drivers to properly determine nature of complaint once assigned a task.
  
  
• Instructs and advises other technicians regarding maintenance repair procedures and diagnostics
  
  
• Coaches/Mentors other level technicians
  
  
• Advise shop management and other technicians on shop repairs
  
  
• Utilizes key functions of Shop Management System and electronic documentation available
  
  
• Works in accordance with all federal/ provincial and corporate compliance guidelines (i.e., safety, DOT, MOT)
  
  
• Other support duties as required to support operations. These could include but are not limited to Service Island support.
  
  

Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Posted Date 1 month ago (2/19/2026 4:54 PM)

Requisition ID 2

Location (Posting Location) : State/Province CA

Location (Posting Location) : City ROHNERT PARK

Location (Posting Location) : Postal Code 94928

Category Technicians/Service Employees6

Employment Type Regular-Full time

Travel Requirements 0-10%

Position Code 1000068

Min Pay USD $45.07/Hr.

Max Pay USD $45.07/Hr.

Partner / Partner Group – Private Client

Global Law Firm with a Boutique Feel | Multiple U.S. Locations

Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States.

For over 100 years, the firm has represented successful individuals and families, establishing itself as one of the few truly global private client law firms dedicated to the personal and private capital needs of high-net-worth individuals and families. With offices across the U.S., Europe, and Asia-Pacific, the practice provides integrated, cross-border advice that most domestic firms cannot match.

Practice Overview

The team advises on a wide range of matters, including:

• Estate planning, wills, and succession
• Wealth structuring, tax and estate planning
• Family and business governance
• Trusts, foundations, and private trust companies
• Probate, estate administration, and trust management
• Planning for vulnerable persons and mental capacity issues

Clients include senior executives, entrepreneurs, multi-generational families, family offices, and some of the world's wealthiest individuals. Many engagements are domestic, while others involve complex, cross-border interests requiring seamless coordination across jurisdictions.

Candidate Profile

• Established partner-level private client practitioner, or a partner group seeking a new platform.
• Strong client relationships among high-net-worth or ultra-high-net-worth individuals and families.
• Proven experience in trusts & estates, succession planning, or related wealth structuring work.
• Interest in leveraging a global, cross-border platform while enjoying a collaborative, boutique culture.

T

he Opportunity

• True hybrid flexibility: 3 days per week in-office.
• Sustainable billing expectations:
• Partners: ~1,400 hours
• A platform with unmatched global reach and the ability to serve clients across jurisdictions.
• The chance to grow alongside a team consistently recognized as a leader in private client work worldwide.

("partner" OR "of counsel" OR "counsel")

AND ("private client" OR "trusts and estates" OR "estate planning" OR "wealth management" OR "succession planning" OR "probate" OR "trust administration" OR "family office" OR "fiduciary")

AND ("high net worth" OR "ultra high net worth" OR "HNW" OR "UHNW" OR "private capital" OR "family wealth" OR "wealth structuring")

NOT ("paralegal" OR "legal assistant" OR "law clerk" OR "insurance defense")

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.