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Description

Job Posting: Managing Director – San Francisco

A nationally recognized, purpose-driven financial advisory firm is seeking a Managing Director to lead its San Francisco office. This is a strategic leadership role focused on team development, business performance, and client excellence. The firm is known for its values-based approach to wealth management, a collaborative culture, and a commitment to helping clients and teammates thrive.

Position Overview:

The Managing Director will oversee a high-performing advisory team, drive local business strategy, and ensure consistent delivery of exceptional client service. This role blends operational leadership, people management, and market engagement, with a strong emphasis on aligning team structure and performance with long-term growth goals.

Key Responsibilities:

+ Lead and manage the local office, including financial performance, team structure, and strategic planning.

+ Inspire and coach advisory teams, ensuring alignment with firm values and a strong local culture.

+ Collaborate with firmwide leadership to implement scalable growth frameworks and operational best practices.

Compensation & Benefits:

+ Competitive base salary: $225,000 – $275,000 per year.

+ Comprehensive benefits package including health care, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more.

+ A values-driven culture recognized nationally for workplace excellence and community impact.

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Required Qualifications:

+ 10+ years of experience in wealth management, professional services, or team-based advisory roles.

+ Proven leadership skills with a track record of managing and developing high-performing teams.

+ Strong financial acumen and experience contributing to or managing a P& L.

+ Excellent communication and strategic decision-making abilities.

+ Passion for helping others thrive—clients, teammates, and the broader community.

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .