Information Technology Jobs in Cotati, CA

Automation CSV Engineer (Biotech/Pharma)

Location – California Bay Area

Please note: We are only considering W2 candidates at this time. Applications from third-party vendors or C2C arrangements will not be considered.

ADVENT Engineering is an engineering and consulting firm providing expertise to the pharmaceutical and biotechnology industries. Headquartered near San Francisco, California, and with operations in the Eastern and Western US, Canada and Singapore, our company is involved in almost every facet of global pharmaceutical and biotechnology facility design and process engineering and quality system projects.

ADVENT's services include process engineering, automation engineering, project engineering, facility/system design, start up and commissioning, validation and compliance consulting for distinguished and successful biotechnology and pharmaceutical manufacturing companies.

The successful candidate will work with a group of engineers involved in the design, automation, commissioning and start-up of various processes, systems and facilities. A combination of strong technical aptitude, automation engineering skills and technical writing are the desired skill set.

This is an outstanding opportunity to join our growing team!

Position Overview

We are seeking an experienced Sr. Automation CSV Engineer to support a complex automation system migration project at a large, regulated biotechnology/pharmaceutical manufacturing site in the California Bay area. The ideal candidate will bring deep, hands-on expertise in PCS and MES system migration, validation, and implementation, with a strong preference for experience in Rockwell and PharmaSuite environments.

This role requires a senior-level engineer capable of independently executing and leading CSV and automation activities while collaborating closely with cross-functional teams.

Key Responsibilities

• Lead and execute CSV and automation activities for PCS/MES system migration projects
• Support implementation, migration, commissioning, and validation of:
• PCS systems (Rockwell, Honeywell)
• MES systems (PharmaSuite, POMSnet)
• SCADA and PLC platforms
• Author, review, approve, and execute CSV lifecycle documentation, including:
• Validation Plans
• Risk Assessments
• Test Protocols (IQ/OQ/PQ)
• Traceability Matrices
• Validation Summary Reports
• Ensure compliance with SDLC, 21 CFR Part 11, Annex 11, Data Integrity, and GAMP 5
• Manage and document software changes throughout the SDLC per site procedures
• Support programming, configuration, commissioning, and validation of Rockwell and PharmaSuite platforms
• Collaborate with automation, IT, QA, and manufacturing teams
• Support troubleshooting, root cause analysis, and deviation investigations as needed
• Communicate effectively with stakeholders at all levels

Required Qualifications

• 8+ years of experience in CSV and Automation within a regulated biotech/pharma environment
• Hands-on experience with implementation, migration, and validation of:
• PCS (Rockwell and/or Honeywell)
• MES (PharmaSuite, POMSnet)
• SCADA/PLC systems
• Strong, hands-on expertise with Rockwell and PharmaSuite (required)
• In-depth knowledge of:
• SDLC
• 21 CFR Part 11 / Annex 11
• Data Integrity
• Computerized System Validation (CSV)
• Ability to work independently and collaboratively in team environments
• Excellent verbal and written communication skills

Preferred Qualifications

• Familiarity with S88 Batch Standard
• Experience with Rockwell software object development
• MES recipe authoring and testing experience
• Experience with Kneat

Additional Information

• This position requires 100% onsite support in California
• Long-term project opportunity in a regulated manufacturing environment

Our Procurement team is scaling rapidly, and we're looking for a Contractor: Procurement Operations Manager to build and standardize the enablement foundation that powers consistent, seamless experience for requesters and internal stakeholders. This role will own Procurement's knowledge ecosystem—SOPs, templates, tools guidance, playbooks, and communications—so teams can execute faster, with clarity, and with the right controls.

In addition to content ownership, you will document current-state processes, identify where users experience the most friction, and translate those insights into clear enablement guidance and prioritized roadmaps (in partnership with process owners). You'll partner across P2P, Source-to-Contract, T&E, and Contingent Labor to make Procurement easier to navigate, reduce rework, support compliance, and tell the story of Procurement's impact and wins through crisp internal storytelling and data-informed narratives.

This is a high-impact opportunity to shape how Procurement is experienced across the organization—making processes clearer, faster, and more scalable while maintaining the right governance and controls. You'll reduce friction for employees by creating the content and knowledge foundation people use, and you'll help teams move faster by documenting processes, surfacing the biggest friction points, and turning them into prioritized enablement roadmaps. If you love building structure from ambiguity, telling crisp operational stories, and creating systems that scale, this role is for you.

Responsibilities

• Own and standardize Procurement enablement materials across the lifecycle (SOPs, templates, playbooks, tools guidance, FAQs, training materials).
• Establish and maintain a single source of truth for Procurement knowledge (information architecture, version control, governance, review cadence, approvals, and archival).
• Document end-to-end processes across P2P, S2C, T&E, and contingent labor by partnering with SMEs to capture current state, decision points, and handoffs.
• Identify top friction areas through stakeholder interviews, data intake, and cycle-time/rework signals; synthesize themes into clear problem statements and enablement implications.
• Translate friction into action by turning process insights into:
• Clear user guidance (decision trees, checklists, FAQs, what to expect" walkthroughs)
• Standardized templates and "golden" SOPs
• Prioritized enablement + documentation roadmaps aligned to business needs and compliance requirements (partnering with process owners for execution)
• Standardize SOPs, templates, and communications to reduce cycle time, minimize rework, and support compliance requirements.
• Develop internal communications that proactively notify stakeholders of process changes, enhancements, new tools/features, and key reminders (launch notes, release comms, "what changed" summaries).
• Create clear, user-friendly guidance for end users and internal teams (how-to guides, quick-starts, role-based documentation, training modules).
• Translate policy into practical guidance that aligns with cross-functional requirements (Security, Legal, Finance, Accounting, Tax, IT, HR) while remaining simple and usable.
• Use data for storytelling—turn metrics and insights into compelling narratives that highlight Procurement wins, improvements, and the evolving end-user experience.
• Own enablement content for key workflows (intake, approvals, contracting, supplier onboarding, invoicing, T&E) content and knowledge management ownership; not operational execution.
• Partner with SMEs and operators to capture tribal knowledge and convert it into durable, scalable documentation and training.
• Continuously improve the enablement experience through feedback loops, stakeholder interviews, content performance/usage analytics, and periodic content audits.

Required Skills

• 5+ years (or equivalent) in knowledge management, enablement, program/content management, operations, or process documentation in a fast-paced environment.
• Proven ability to create and maintain SOPs, templates, playbooks, and training content that are clear, scalable, and adopted.
• Familiarity with Procurement domains: P2P, S2C, contracting, supplier onboarding, T&E, contingent labor (VNDLY).
• Experience with tools like Zip, Oracle, Ironclad, VNDLY, Navan (or comparable systems).
• Strong writing and editing skills; ability to simplify complex processes into crisp, user-friendly guidance.
• Experience building internal communications (change announcements, rollout comms, training notices) with action-oriented messaging.
• Ability to map/document processes and synthesize ambiguity into clean, structured artifacts (process maps, decision trees, swim lanes).
• Strong systems thinking and process orientation—ability to standardize, define ownership, and implement governance for content lifecycle management.
• Comfort using data and stakeholder feedback to identify friction, prioritize improvements, and craft narrative updates.
• Excellent cross-functional collaboration skills and high attention to detail.

Pay Range

• $65-$80/hour

Santa Rosa United Soccer Club (SRU)

Location: Santa Rosa, CA (hybrid; in-person required)

Position Type: Hourly, non-exempt, at-will

Compensation: $26–$34 per hour, based on experience and role alignment

Time Commitment: Approximately 12–24 hours per week on average, with flexibility up to 35+ hours during peak periods

Reports To: Executive Director

Start Date: April 1st, 2026

Santa Rosa United Soccer Club (SRU) is seeking an Office Manager to support the club's day-to-day operations and serve as a central point of contact for families, volunteers, coaches, and internal staff.

Guided by SRU's CAPES values — Community, Ambition, Professionalism, Education, and Sportsmanship — this role helps ensure smooth administrative workflows, clear communication, and dependable operational systems across the organization. The Office Manager plays a key role in maintaining accurate information, responsive service, and organizational consistency throughout the season.

This position works closely with Directors, team managers, treasurers, families, and the Registrar. The Office Manager supports operational and administrative processes but does not perform Registrar duties related to player registration, roster building, eligibility documentation, or governing-body compliance submissions.

• Provide consistent administrative and customer service support to families, coaches, volunteers, and club leadership
• Support team managers and treasurers through onboarding guidance, communication support, and preparation of shared resources
• Assist with PlayMetrics team account processes, including deposits, distributions, rollovers, account closures, and Snack Bar fund coordination
• Send monthly past-due reminders to families and support treasurers with follow-up and financial transparency
• Coordinate uniform logistics by serving as liaison to the uniform vendor, maintaining player number assignments, organizing try-on events, and supporting uniform ordering
• Provide administrative support for tryouts, including check-in sheets, number assignments, attendance tracking, and volunteer coordination
• Issue donor tax letters and assist with Certificates of Insurance as needed
• Support leadership with administrative preparation for club events, league requirements, and seasonal workflows
• Monitor and manage the club email inbox and respond to family inquiries in a timely and professional manner
• Manage office operations, including mail, supply inventory, printing, and general office organization
• Collaborate with the Registrar by organizing documents, filtering inquiries, preparing lists and spreadsheets, and providing administrative support during registration cycles (without entering data into registration systems)

• Gain familiarity with SRU systems, workflows, and seasonal rhythms
• Establish clear, reliable communication patterns with families and volunteers
• Support team managers and treasurers with consistent processes and resources
• Improve organization and tracking of key administrative tasks
• Reduce last-minute issues through proactive planning and follow-through

• Strong organizational skills and ability to manage multiple priorities
• Excellent written and verbal communication skills
• Professional, friendly, and responsive approach when working with families and volunteers
• Proficiency with Google Workspace (Docs, Sheets, Drive, Calendar)
• Ability to work some evenings and weekends during peak periods such as tryouts and major club events

• Experience in office management, administrative coordination, or youth sports environments
• Experience with PlayMetrics or similar club management systems
• Basic bookkeeping or QuickBooks familiarity
• Bilingual in English and Spanish

This role includes a combination of in-office and remote work. Core in-office hours are typically 9:00 am to 3:00 pm, two days per week. Additional work may be completed remotely as needed to support weekly responsibilities.

Weekly hours generally range from 12–24 hours, with flexibility up to 35 hours during peak periods such as tryouts or major club events. This is a non-exempt position; overtime is not anticipated except when hours exceed 40 in a workweek.

This is a long-term role intended to provide stability and continuity within the club's operations.

• Accrued paid sick time in accordance with California law
• Flexible scheduling within operational needs

Please submit:

• Resume
• Brief cover letter

Applications may be submitted via LinkedIn, applicable job boards, or emailed directly to:

Lee Summerscales - SRU Executive Director -

Santa Rosa United Soccer Club is an equal opportunity employer. Employment is contingent on applicable background screening and compliance requirements.

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.

PLEASE READ THIS JOB ANNOUCEMENT IN ITS ENTIRETY. An Alameda County Job Application is required to be considered for ALL County recruitments.

Compliance and Privacy Officer

Alameda County Health, Behavioral Health Department is recruiting for its next:

Compliance and Privacy Officer

$140,088.00-$170,289.60 Annually

Placement within this range is dependent upon qualifications.

Plus, an excellent benefits package!

This is a provisional recruitment.

*For a provisional appointment, a civil service exam is not required. However, to obtain a regular position, the appointee will need to compete successfully in a County Exam when open.

This position requires CA residency.

Please do not hesitate to contact Tyler (), if you have any questions regarding the position or recruitment process.

About Us

As part of Alameda County Health, the Behavioral Health Department supports people with Medi-Cal and without insurance living with serious mental illness and substance use conditions along their path toward wellness, recovery, and resiliency. We provide services through a network of contracted mental health and substance use providers and administer the State's resources and training for behavioral health providers, case managers, and other healthcare professionals. We advocate for our patients and families and create space for personal engagement in their care.

We are outpatient specialists for mental health services for older adults and youth, substance use providers and treatment program specialists, advocates for quality improvement and patients' rights, and psychiatric and integrated health care providers.

POSITION

Under general direction, the designated program Compliance and Privacy Officer (CPO) plans, organizes, directs, monitors, and promotes an effective compliance and privacy program. This position ensures that departmental compliance programs are consistent with Alameda County Health (ACH) Standards of Conduct and core values, policies and procedures, and promote adherence to applicable federal and state laws to advance the prevention of healthcare fraud, waste, and abuse, while providing quality care and services to those served by ACH; oversee all ongoing activities related to the development, implementation, maintenance, and adherence to ACH's policies and procedures covering the privacy of and access to protected health information (PHI) in compliance with applicable state and federal laws; and performs other related work as required.

DISTINGUISHING FEATURES

This classification is in ACH and reports to the Chief Compliance and Privacy Officer and is responsible for the broad coordination of the Department's comprehensive healthcare compliance and privacy assurance program. The incumbent is responsible for coordinating and performing activities related to education, training, auditing, and investigations to ensure employee awareness and compliance with the program and may serve as project manager overseeing the development, implementation, and maintenance of related programs. This classification is distinguished from the Quality Assurance Administrator classification which has primary responsibility for day-to-day operational issues focused on the appropriate and effective delivery of services to clients whereby this classification is focused on broader departmental-wide compliance activities.

EXAMPLE OF DUTIES

NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.

• Implements and oversees the compliance and privacy program at departmental level to ensure the program meets the state/federal requirements and is aligned with the Alameda County Health Office of Compliance Services (OCS)
• Acts as a consultative resource for the entity leadership and associates on compliance and privacy matters. Provides overall leadership on issues concerning compliance and privacy, including developing and implementing controls designed to ensure compliance with applicable laws, rules and regulations, accurate coding and billing, contract agreements and detect and deter fraud, waste, and abuse.
• Identifies compliance vulnerabilities and risks, ensures that responses to reported concerns, alleged violations of the law, and/or conflict of interest, privacy, are reported in a timely appropriate, and consistent.
• Ensures the implementation and maintenance of an effective healthcare compliance and privacy program for the entity which will include conducting relevant risk assessments and developing risk-based compliance work plans.
• Maximize current strengths of the healthcare compliance and privacy program, identify and remedy gaps, proactively assess and address emerging compliance risks.
• .Leads and participates in Compliance Team Projects and initiatives when requested (e.g., exclusion monitoring, triennial audits, etc.)
• Oversees the implementation of corrective actions and monitoring in response to identified issues, audits, and annual work plan items.
• Independently investigates or supervises the investigation of compliance or privacy concerns raised through the Agency Helpline or other reporting mechanisms.
• Ensures distribution, implementation, and education regarding compliance policies and procedures, fraud waste and abuse, conflict of interest, code of conduct, billing and documentation, HIPAA privacy, and security awareness training.
• Participates in the development and implementation of annual work plan, enterprise risk assessment, and management and aligns entity risk assessment with the Agency risk management plans.
• Chairs or co-chairs the entity compliance and privacy committees and reports to the entity and Agency level leadership on compliance matters and progress on a regularly established frequency.
• Maintains knowledge of rules and regulations (healthcare compliance, HIPAA, HITECH, state privacy laws, etc.) that impact specific service areas and the organization and acts as a subject matter expert to support and provide guidance to workforce members.
• Develops and maintains collaborative relationships with leaders and stakeholders across the organization.
• Identifies opportunities and supports efforts to build a culture of compliance.
• Performs other duties as assigned.

Compliance and Privacy Officer

QUALIFICATIONS

EDUCATION:

Possession of a bachelor's degree in public health, health care administration, social work, business administration, public administration, nursing, or a related field.

AND

EXPERIENCE:

The equivalent of four (4) years of responsible, professional-level healthcare compliance and recent experience in one or more of the following areas in a healthcare delivery setting consisting of community health clinics, hospitals, skilled nursing facilities, physician practices, health insurance plans, or other healthcare settings with a focus on regulatory compliance, quality assurance, health care law and/or administration, risk management and/or regulatory investigations.

CERTIFICATE:

Possession of a Healthcare Compliance Certificate issued by the Healthcare Compliance Association's Certification Board.

HOW TO APPLY

Please email your County of Alameda Job Application, resume and cover letter to:

Tyler ()

The application template is available online on Alameda County's Online Employment Center @

USERS can click on "Fill out an application" to fill out an application template. Once the application is completed, candidates can click on the "Review" tab to "Print My Application" or "SAVE as PDF". AN ALAMEDA COUNTY JOB APPLICATION MUST BE SUBMITTED TO TO BE CONSIDERED FOR THE POSITION.

Alameda County HCSA is enriched with a diverse workforce. We believe the best way to deliver optimal programs and services to our communities is to hire and promote talents that are representative of the communities we serve. Diverse candidates are strongly encouraged to apply.

BENEFITS

In addition to a competitive salary, employees also enjoy an attractive benefits package with the following elements:

For your Health & Well-Being

• Medical and Dental HMO & PPO Plans
• Vision or Vision Reimbursement
• Basic and Supplemental Life Insurance
• Accidental Death and Dismemberment Insurance
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short and Long -Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)
• Annual Cost of Living Adjustments as determined by bargaining units
• May be eligible for Public Service Loan Forgiveness
• May be eligible for up to $3,300 in annual County allowance

For your Work/Life Balance

• 12 paid holidays
• 4 Floating holidays and 7 Management Paid Leave days
• Vacation and sick leave accrual
• Vacation purchase program
• Catastrophic Sick Leave
• Employee Mortgage Loan Program
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• Employee Wellness Program
• Employee Discount Program
• Child Care Resources

*Benefit rates are dependent upon the management employee's represented or unrepresented classification.

Mechanical Engineer

We are an award-winning and innovative multi-disciplinary engineering consulting firm, has several openings for HVAC Engineers in our San Francisco CA. We work closely with architects and owners from around the world on large, complex projects with a focus on sustainability and energy performance of the built environment.

About the Job

Our Engineers work on high quality, high-profile, national and international projects. You will actively participate in the full project cycle, from the design phase through the final construction close-out. We offer excellent growth opportunities:

Many of our senior leaders started out as young engineers in our firm.

Responsibilities include

Design of air distribution systems

Design of hydronic systems

Specification writing

Scheduling and selecting major equipment

Automatic temperature controls system design and specification

Cooling/heating load calculations

Construction administration

Assist with Project Management

Attend client meetings

Requirements

• Bachelor's degree in Mechanical/HVAC Engineering
• 1-4 years experience designing mechanical systems for the built environment.
• Project experience submitted for consideration should include buildings on which you have actively participated in the project from the design phase through the final construction close-out.
• Experience of the design of HVAC systems and automatic temperature controls for a broad range of commercial systems.
• Strong working knowledge of building and energy codes
• Excellent verbal and written communication skills, with an emphasis on the ability to organize and present design information to clients.
• Special consideration will be given to those candidates who have successfully demonstrated innovative design experience specifically related to renewable energies and sustainable, high performing buildings.
• Revit experience is Highly preferred
• LEED AP is preferred

Full Benefits, 401K plan, Competitive salary, Vacation Package,

Position

Our client is seeking a highly versatile, strategic, and \"hands-on\" communications professional to join our team. Reporting to the Senior Director of Corporate Communications, you will be a key driver in executing internal and external communication strategies. We need a critically-minded individual with a positive, "can-do" attitude who thrives in a fast-paced environment, possesses a natural bias for action, and is ready to to think strategically one hour and roll up their sleeves to draft an intranet feature, manage a website update, or plan a photoshoot the next.

The ideal candidate has a background in science but has built a career in science journalism and/or biopharma corporate communications. The individual is organized, detail-oriented and can work cross-functionally to develop flawless content across a range of communications channels.

This is a hybrid role with 3-4 days expected onsite.

Duties

• Provide well-written and clear communications spanning intranet features, newsletters, social media, videos, and other engagement platforms.
• Proactively manage company intranet and external website updates.
• Support external communication campaigns.
• Coordinate photoshoots and film shoots.
• Provide ongoing creative ideas to ensure organizational messaging is forward-looking and innovative.
• Develop and foster relationships across the organization.

Qualifications and Skills

• Bachelor's degree in a scientific field combined with professional experience or a degree in Communications or Journalism.
• 5-8 years experience within biotech, pharma or life sciences. Agency experience is a plus.
• Adept at managing internal stakeholders and capable of juggling multiple projects while delivering high-quality, accurate communications to meet deadlines.
• Outstanding writing, editing and storytelling skills; proven ability to synthesize complex and sometimes voluminous content into clear, compelling messages, regardless of the subject matter.
• Comfortable working with senior leaders and cross-functional teams, providing both counsel and hands-on execution.
• Understanding of confidentiality, sensitivity around material non-public information.
• Great attention to detail.
• Be a collaborative team player.
• Adobe Illustrator, InDesign, and Photoshop skills are a plus.

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.

DocCafe has an immediate opening for the following position: Physician - Surgery-General in Petaluma, California.

Make 1,500.

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DocCafe has an immediate opening for the following position: Physician - Psychiatry-Child/Adolescent in Santa Rosa, California.

Make $ - $240/hourly.

DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.

----------------

Register now to apply for this job and for access to 120,000+ other openings.

DocCafe Offers:

• Free Physician and Advanced Practice Job Search:Easily search, review and apply to jobs that meet your requirements. Plus, set up e-mail alerts for when new jobs are added that meet your search criteria.
• Professional Profile:Attract employers with a profile page that includes your CV, credentials and other medical professional information.
• Confidentiality:Decide which information you want to share and when you appear in an employer's search results.
• Career Matching Support:Our experienced team can match you to your dream based on your unique preferences.

Get started with DocCafe today.