Tiburon is actively recruiting, specifically seeking to find a mature, experienced, & highly motivated local community candidate for one critical role. Please read the below firm description and specific job description.

Tiburon Strategic Advisors:

Tiburon Strategic Advisors ("Tiburon") was founded in 1998. The firm historically functioned as a boutique strategic consulting firm serving the wealth & investment management (& WealthTech) markets. Based on its 25 years of substantial success, widely published industry views, and very broad set of senior-level industry contacts, Tiburon has evolved into a multi-faceted business, with its core services including its Tiburon Membership program (Tiburon CEO Summits, Tiburon Webinars, & Tiburon Written Research), market seminars & conference speeches, CEO-level advisory roles, and ongoing board roles. The firm hosts semi-annual Tiburon CEO Summits for 400+ of its CEO-level members, records weekly Tiburon Webinars for its Tiburon members, and has published 3,100+ Tiburon Written Research topics & firm profiles.

Tiburon maintains a professional and highly efficient & productive work culture, with very high service standards and member retention rates, and substantial new member & revenues goals. The firm closely measures results, with key results measures including the firm's revenues & profits, and its numbers of members, attendees, viewers, & readers. The most successful candidates will likely have experience in professional services firm environments (e.g., management consulting firms, venture capital & private equity firms, investment banks, CPA & law firms, etc.), experience working with CEO-level members, self-management experience meeting fixed deadlines, and a clear revenue-orientation. All Tiburon employees are tasked with their own individual goals which leads to a sense of ownership and accomplishment. It would be common to hear Tiburon employees say that they have a lot on their plates!

At the same time, as a committed employer of locally based mature, experienced, & highly motivated individuals, Tiburon is willing to consider unusual (albeit long-term) working models for parents with school age children and other similar situations, including part-time roles (at least twenty hours per week), etc. Tiburon has also had success employing college graduates returning to live in the local community as well as Tiburon members' local children. The firm has recently invested substantially in its physical office environment at Point Tiburon Plaza near the ferry dock & water fountain in downtown Tiburon, CA, creating a special workplace.

Tiburon also has a culture that respects work-life balance. While several countries have instituted right to disconnect laws, Tiburon has been following such a culture for years. While other employees are welcome to reach out, employees are not expected to respond out of work hours. Most Tiburon employees take traditional weekends, although some also choose to visit the office to make up for lost week day time managing family situations. The only common weekend work for some might be preceding Tiburon's semi-annual Tiburon CEO Summits.

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Research & Publishing Director:

Tiburon is seeking to hire an experienced research & publishing director who will become a core part of the research & publishing team as well as engaging in a variety of advisory roles. This is an opportunity to lead the firm's research of companies. The goal of the research & publishing director is to increase the firm's frequency in publishing incremental research. The ideal candidate will be able to deliver three research & publishing (PowerPoint) assignments per day. Research & publishing (PowerPoint) completion includes addressing noted suggestions to PowerPoint documents, completing research & printing assignments, and publishing to the Tiburon website. The ideal candidate will be a dedicated and responsive team player who can support current research & publishing needs. Tiburon would expect to maintain a twelve-month horizon for full deployment in the role and check in monthly (maybe quarterly later) to ensure progress towards the desired role. There is no cap on advancement.

Responsibilities:

• Research & Publishing:
  
  • Revise, set up, & unbundle Tiburon research (PowerPoint) documents
    
  • Update data to improve research
    
  • Incorporate existing research & publishing (PowerPoint) pages to improve research
    
  • Conduct Tiburon member interviews to improve research
    
  • Research defined issues to improve research
    
  • Incorporate clippings library documents to improve research
    
• Advisory:
  
  • Record Tiburon Webinars
    
  • Present one-on-one Tiburon Webinars with Tiburon members
    
  • Present at semi-annual Tiburon CEO Summits
    
  • Present Tiburon Market Seminars & Conference Speeches
    
  • Serve in board roles for Tiburon member firms
    
• Management:
  
  • Manage a team of research & publishing analysts
    

Requirements:

• Experience with Microsoft Office applications, especially PowerPoint (intermediate skills required; work primarily in graphics but following existing approved formats)
  
• Exceptional organizational and time-management skills (ability to manage oneself in a fast-paced work environment and to meet multiple deadlines with limited supervision)
  
• Exceptional attention to detail
  
• Ability to learn quickly and solve problems
  

Compensation:

• Paid $125,000-$400,000 (based on experience)
  
• Significant opportunities for professional growth and advancement
  
• Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees only)
  

Detailed Role & Responsibilities Description:

• A job description for the Research & Publishing Director can be found here.

Please email cover letter and resume to ResearchPublishingDirectorResumes@TiburonAdvisors.Com.

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Tiburon Summer Analyst Program:

Tiburon also anticipates restarting its Summer Analyst Program for the summer of 2025.

The Tiburon Summer Analyst Program is a ten-to-twelve week program designed to provide college and high school students with introductions to both a professional services firm environment and the wealth & investment management (& WealthTech) industry. Successful candidates will possess strong organizational and time-management skills, the ability to manage oneself in a fast-paced work environment and to meet multiple deadlines with limited supervision. Some previous professional services firm office experience would be helpful, but not required. Interested candidates must be able to work a minimum of twenty hours per week, with a full-time role of forty hours per week being preferable, for at least ten weeks. Starting pay is $25 per hour.

Please email cover letter and resume to SummerAnalystResumes@TiburonAdvisors.Com.