Tiburon Careers

Tiburon is actively recruiting, specifically seeking to find mature, experienced, & highly motivated local community candidates for its third research & publishing director role, first member service, sales, & marketing director role, second research & publishing analyst role, and third member service, sales, & marketing analyst role.

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.


Research & Publishing Director:

Tiburon is seeking to hire its third 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 topics and/or 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 to Tiburon members
    • Present Tiburon Research at semi-annual Tiburon CEO Summits
    • Present Tiburon Research as Tiburon Market Seminars & Conference Speeches
    • Serve in board roles for Tiburon member firms
  • Management:
    • Manage a team of at least two research & publishing analysts

Requirements:

  • Professional services firm experience (e.g. strategy consulting firms like McKinsey & Company, Bain & Company, and Boston Consulting Group)
  • Client (member) orientation experience
  • Analytical mindset
  • Management experience
  • Ability to learn quickly and solve problems
  • 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
  • Experience with Microsoft Office applications, especially PowerPoint (intermediate skills required; work primarily in graphics but following existing approved formats)

Compensation:

  • Paid $124,800-$291,200 (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

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


Member Service, Sales, & Marketing Director:

Tiburon is seeking to hire its first experienced member service, sales, & marketing director. This is an opportunity to directly lead the firm's revenue expansion and manage a team of service, sales, & marketing analysts. The goal of the member service, sales, & marketing director at Tiburon is to take over responsibility for Tiburon's service, sales, & marketing team efforts and strategize on & launch additional efforts to drive more memberships and other sales. The ideal candidate will be a dedicated and responsive team player who can support current service, sales, & marketing activities, including the Tiburon website, Tiburon Research Releases, Tiburon media relations, and Tiburon social media efforts. To most easily onboard and allow the member service, sales, & marketing director to benefit from self-learning (critical for the small team), Tiburon will start by engaging the member service, sales, & marketing director in a series of activities involving the Tiburon Salesforce contacts database. 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.

Responsibilities:

  • Update portion of Salesforce contacts database (~520,000) in systematic way
  • Take over Tiburon prospect & member service & sales activities (e.g., password requests; invoices; inbound leads; etc)
  • Take over office management activities
    • Answer telephones & email, greet guests, & respond to prospects & members' needs (e.g. Tiburon Written Research & Tiburon Webinar passwords; Tiburon CEO Summit confirmations)
    • Manage office infrastructure & supplies
    • Assist with the firm's accounts payables, member invoices, & financial reconciliation
    • Manage the firm's annual member billing cycle
  • Develop marketing programs to add members & create revenues
    • Take over sending weekly Tiburon Research Releases (Tiburon estimates that this takes 90 minutes to export & reimport from Mailchimp and 45 minutes to format release)
    • Launch media relations strategy (second marketing step)
    • Launch social media strategy (e.g., LinkedIn; Twitter; YouTube; Facebook; Instagram; TikTok; Reddit; Etc.) by promoting existing Tiburon Written Research
    • Help redesign website
    • Consider other forms of marketing (e.g., SEO; Google Ad Words; digital advertising; etc)
    • Consider redesigning core offerings (Tiburon Written Research; Tiburon Webinars; Tiburon CEO Summits), launching new service (Tiburon Podcasts), and considering new distribution channels (e.g., institutional research)
  • Hold Tiburon member benefit reviews
  • Conduct media interviews
  • Management:
    • Manage a team of at least two member service, sales, & marketing analysts

Requirements:

  • Service, sales, & marketing mentality
  • Client (member) orientation experience
  • Analytical mindset
  • Management experience
  • Ability to learn quickly and solve problems
  • 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
  • Experience with Microsoft Office applications, especially PowerPoint (experience with Salesforce would be a plus but not required)

Compensation:

  • Paid $124,800-$291,200 (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

Please email cover letter and resume to ServiceSalesMarketingDirectorResumes@TiburonAdvisors.com.


Research & Publishing Analyst:

Tiburon is seeking to hire a second research & publishing analyst. The ideal candidate will be able to deliver three PowerPoint assignments per day. PowerPoint completion includes addressing noted suggestions to PowerPoint documents, completing research & printing assignments, and publishing to the Tiburon web site. The ideal candidate will be a dedicated and responsive team player who can support current publishing needs.

Responsibilities:

  • Revise PowerPoint documents
  • Research defined issues to improve research
  • Publish to the Tiburon web site

Requirements:

  • Exceptional research skills
  • Exceptional organizational and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Ability to learn quickly and solve problems
  • Exceptional attention to detail
  • Experience with Microsoft Office applications, especially PowerPoint (intermediate skills required; work primarily in graphics but following existing approved formats)
  • Experience in professional services firm (e.g., management consulting firm, private equity firm, law firm) would be a plus

Compensation:

  • Paid $28-$40 per hour (based on experience)
  • Paid additional amounts for overtime hours
  • 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

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


Member Service, Sales, & Marketing Analyst:

Tiburon is seeking to hire its third member service, sales, & marketing analyst. This is an opportunity to directly lead the firm's revenue expansion. The goal of the member service, sales, & marketing analyst at Tiburon is to take over existing service, sales, & marketing efforts and launch additional efforts to drive more memberships and other sales. The absorption of service activities by the member service, sales, & marketing analyst will allow other Tiburon executives to redeploy their own time on research and begin to introduce members' needs to the member service, sales, & marketing analyst. The absorption of sales activities by the member service, sales, & marketing analyst will serve the same purpose and also advance the service, sales, & marketing analyst's knowledge of Tiburon prospects' & members' needs. And finally, the launch of marketing activities by the member service, sales, & marketing analyst should drive a substantial number of new members and revenues based on well-received existing Tiburon services (e.g., building broader awareness is the key). The ideal candidate will be a dedicated and responsive team player who can support current service, sales, & marketing activities, including the Tiburon website, Tiburon Research Releases, Tiburon media relations, and Tiburon social media efforts. To most easily onboard and allow the member service, sales, & marketing analyst to benefit from self-learning (critical for the small team), Tiburon will start by engaging the member service, sales, & marketing analyst in a series of activities involving the Tiburon Salesforce contacts database. 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.

Responsibilities:

  • Update portion of Salesforce contacts database (~520,000) in systematic way
  • Take over Tiburon prospect & member service & sales activities (e.g., password requests; invoices; inbound leads; etc)
  • Take over office management activities
    • Answer telephones & email, greet guests, & respond to prospects & members' needs (e.g. Tiburon Written Research & Tiburon Webinar passwords; Tiburon CEO Summit confirmations)
    • Manage office infrastructure & supplies
    • Assist with the firm's accounts payables, member invoices, & financial reconciliation
    • Manage the firm's annual member billing cycle
  • Develop marketing programs to add members & create revenues
    • Take over sending weekly Tiburon Research Releases (Tiburon estimates that this takes 90 minutes to export & reimport from Mailchimp and 45 minutes to format release)
    • Launch media relations strategy (second marketing step)
    • Launch social media strategy (e.g., LinkedIn; Twitter; YouTube; Facebook; Instagram; TikTok; Reddit; Etc.) by promoting existing Tiburon Written Research
    • Help redesign website
    • Consider other forms of marketing (e.g., SEO; Google Ad Words; digital advertising; etc)
    • Consider redesigning core offerings (Tiburon Written Research; Tiburon Webinars; Tiburon CEO Summits), launching new service (Tiburon Podcasts), and considering new distribution channels (e.g., institutional research)

Requirements:

  • Service, sales, & marketing mentality
  • Ability to learn quickly and solve problems
  • Exceptional organizational and time-management skills (ability to manage oneself in a fast-paced work environment and to meet multiple deadlines with limited supervision)
  • Experience with Microsoft Office applications, especially PowerPoint (experience with Salesforce would be a plus but not required)

Compensation:

  • Paid $28-$40 per hour (based on experience)
  • Paid additional amounts for overtime hours
  • 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

Please email cover letter and resume to ServiceSalesMarketingAnalystResumes@TiburonAdvisors.com.



Tiburon Summer Interns Program:

Tiburon plans to relaunch its successful summer intern program in 2026 with the twin goals of both supporting college- and high school-age aspiring executives within its community and adding team members to help with some of the more time-consuming tasks where existing Tiburon team members need more support. It is also possible that Tiburon summer interns could continue work at Tiburon throughout the school year and/or even join Tiburon as full-time analysts after graduating from college.

For the summer of 2026, Tiburon desires to hire five summer interns to help with building its global wealth & investment management C-Suite executives network (Salesforce contacts database). The summer project could be as simple as furthering the executive alphabetical analysis currently started by existing team members, taking on more sophisticated research activities (such as processing Tiburon Research Release Returns, researching & updating contact information for prior Tiburon CEO Summit attendees, and/or adding executives from Tiburon member firms to Salesforce), or could involve helping to move the Tiburon ICL (a legacy internal contacts database) to Salesforce (this is the group's ultimate goal)

As an aside, in future summers, Tiburon could deploy summer interns in its research & publishing department, tackling tasks such as reformatting PPTs, setting up new company profiles, unbundling old company profiles, and/or more sophisticated research & publishing tasks.

Some of the leading indicators of success might include past professional services firm work experience (e.g., consulting firm, law firm, CPA firm), past Salesforce experience, and previously-displayed research aptitudes. Self-motivated individuals are most likely to succeed. Tiburon will favor candidates that are available full-time for eight weeks or more, returning summer interns, and those with Tiburon member or local community ties.

Tiburon summer interns will report to member service, sales, & marketing analysts. The firm's managing partner, chief of staff, and research & publishing directors will also make time to meet with the summer interns (approximately) weekly and include them in broader learning experiences throughout the summer.

Tiburon will take summer intern applications in January & February 2026, conduct initial interviews when applications are received, and conduct formal interviews and make offers in March 2026 with anticipated start dates being in May and June 2026.

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

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