Family Office Jobs in Palo Alto (CA)
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Search Results - Family Office Jobs in Palo Alto (CA)
Lambent-Palo Alto (CA)-
Prior experience in a family office or similarly high-touch environment
• Advanced proficiency in Excel, Salesforce, Asana, Microsoft Office Suite, and CRM systems
• Interest and ability to leverage new tools and AI-driven solutions
• Very strong...
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esrhealthcare-Palo Alto (CA)-jobvertise.com-
450K - $600K
Full-time
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Position Overview
We are seeking a highly driven and detail-oriented CFO to lead the financial and operational management of a UHNW family office. This individual will serve as the strategic point...
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Pocketbook Agency-Palo Alto (CA)-
multiple Bay Area properties (SF, Palo Alto, Woodside, coastal locations)
• Handle administrative tasks and attend all meetings - work closely with property team and the Family Office
Requirements:
• 3+ years’ experience in property management...
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Robert Half-Palo Alto (CA)-roberthalf.com-
up communications
• Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices
• Drive structured outbound efforts and maintain consistent engagement across investor relationships
• Create...
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Executive Personal Assistant to Private UHNW Executive (Large Remote Flexibility) - $200k-$250k p...
Advice Personnel-Palo Alto (CA)-
stakeholders
Requirements:
• 10–20+ years of experience supporting a senior executive or principal in a fast-paced, high-demand environment (family office, UHNW, finance, or similar)
• Advanced proficiency in Excel and CRM systems such as Zoho, Salesforce...
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esrhealthcare-Palo Alto (CA)-jobvertise.com-
250K - $350K
Full-time
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Position Overview
We are seeking an experienced Controller to oversee the financial operations, reporting, and cash management of an UHNW family office in Palo Alto. This role requires a detail...
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Pocketbook Agency-Sunnyvale, 9 mi from Palo Alto (CA)-
JRN#2416
A private family in the Bay Area is seeking a Second Executive / Personal Assistant to provide day-to-day support to the family’s Chief of Staff. This role is designed to act as an extension of the Chief of Staff, providing coverage...
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Verrus-San Francisco, 27 mi from Palo Alto (CA)-
Job Description
We've partnered with a growing Family Office platform that solves the core operation headache of data aggregation, portfolio reporting and workflow automations, allowing firms to run cleaner and faster with less manual effort.
Due...
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Cardinal Management Inc.-Greenbrae (CA), 41 mi from Palo Alto (CA)-
We are seeking a highly capable, hands-on, tech savvy Family Office Operations & Technology Manager to join a sophisticated single-family office serving three generations. The family is widely recognized for its philanthropic leadership, civic...
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Verrus-San Francisco, 27 mi from Palo Alto (CA)-
We've partnered with a growing Family Office platform that solves the core operation headache of data aggregation, portfolio reporting and workflow automations, allowing firms to run cleaner and faster with less manual effort.
Due to rapid regional...
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