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REQUIREMENTS: - 8+ years of progressive experience in stock administration - CEP designation, preferred - Experience administering plans for publicly traded, global companies - Experience with Equity Edge / E*Trade - Prior experience having worked in a sole contributor function - Experience with China SAFE - Excellent communication skills both oral and written - Ability to manage people, work well with people at all levels - Highly measured and focused


DIRECTOR OF EQUITY VALUATIONS – Bay Area, CA Our client, a top rated and longstanding, CPA advisory and consultancy firm is seeking a new Director of Equity Valuations. I highly visible and entrepreneurial role, this position will manage client engagements related to valuations, review the work of team members and engage in face-to-face discussions with executives and senior management of the firm’s clients. A highly strategic role, the ideal candidate will have a solid understanding of the....


FINANCE LEAD, ACCESS OPERATIONS & EMERGING MARKETS (Biotech) – San Mateo County, CA Our client, a leading F500 biotech, is looking for a new Finance Lead, Access Operations & Emerging Markets (AOEM). A full time, direct-hire opportunity, this position will report to the VP Finance, Operations. This position will support the support the Senior Vice President AOEM, Regional and Country General Managers and more broadly the leadership team on all aspects of commercial, strategic and....

- Sunnyvale, CA

STOCK PLAN ADMINISTRATOR – Sunnyvale, CA Our client, a notable technology company is looking for a Stock Plan Administrator to join their team. Based at the headquarters in Sunnyvale, this is a full-time, direct hire position, reporting to the Manager of Stock Administration. This role is an integral part of their organization, working cross functionally on a global basis. The ideal candidate will have an analytical focus, a minimum of 2 years of equity experience with a global company, a high


MANAGING ASSOCIATE, FUND OPERATIONS – San Francisco, CA Our client, a reputable multi-billion dollar fund of funds, is seeking a new Managing Associate to join their Fund Operations team. This is full-time, direct hire opportunity based in San Francisco. This role will assist with supervising the firm’s transfer agency and reporting functions, coordinate with distribution platforms and oversee internal and external communications RESPONSIBILITIES:Review the work of Operations Associates....


SENIOR FINANCE MANAGER, EQUITY MANAGEMENT – Bay Area, CA Our client, a longstanding, top rated CPA & Consultancy firm, is looking for a new Senior Finance Manager to join their team. This is a full-time, direct hire position based at one of their many bay area offices. Our client offers a dynamic and exciting culture with a great work/life balance. This highly visible role allows for great growth potential and this environment is ideal for those wanting to make a difference and affect....

- San Francisco, CA

SENIOR PROPERTY ACCOUNTANT – San Francisco, CA Our client, a reputable San Francisco-based property management/investment firm, is seeking a new Senior Property Accountant to join their team. This person will be responsible for the administration of firm’s managed multi-family properties. The ideal candidate will have a Bachelor’s Degree and a minimum of 5 years of relevant experience. RESPONSIBILITIES:Manage all accounting functions including the General Ledger, A/P and oversight of the....

- San Francisco, CA

EQUITY COMPENSATION CLIENT RELATIONSHIP MANAGER – San Francisco, CA Our client, a leading vendor in the equity compensation space, is seeking a new Client Relationship Manager to join their team. A full time, direct-hire opportunity, this position will be the primary point of contact for premier clients and will, when appropriate, present clients with opportunities to enhance their existing service offering. The ideal candidate will have prior experience in B2B client management and/or sales,....

- Palo Alto, CA

Our client, an independent wealth advisory firm on the Peninsula, is seeking a Client Service Associate to join their team . The firm provides financial planning and investment management to individuals, fam ilies and institutions. The ideal candidate will be extremely client focused and will have the empathy, integrity, and skills necessary to work closely with clients. The firm cultivates a team environment based on shared values, comm itment, mutual support, and hard work. Responsibilities:

- Palo Alto, CA

Our client, an independent wealth advisory firm on the Peninsula, is seeking a Director of Client Services to join their team . The firm provides financial planning and investment management to individuals, fam ilies and institutions. The ideal candidate will be extremely client focused and will have the empathy, integrity, and skills necessary to work closely with clients as a trusted advisor through high professional competence, a thorough understanding of the client's values, needs and....

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