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24 results for It Manager in Mill Valley, CA

Property Manager

San Carlos, CA
onsite
Temporary
40 - 50 USD / Hourly
Robert Half is working with a reputable Property Management company located in San Carlos. Our client is seeking an experienced and proactive Property Manager to oversee operations of a premier business park. This role is responsible for the day-to-day management, tenant relations, financial performance, and physical condition of the property. The ideal candidate is detail-oriented, service-driven, and skilled at balancing operational excellence with a high-quality tenant experience. Key ResponsibilitiesProperty Operations<ul><li>Oversee daily operations of the business park, ensuring the property is well-maintained, safe, and fully operational</li><li>Conduct regular property inspections and coordinate maintenance, repairs, and capital improvements</li><li>Manage vendor relationships, negotiate contracts, and ensure service quality and cost efficiency</li><li>Serve as the primary point of contact for tenants, fostering strong, professional relationships</li><li>Respond promptly to tenant requests and resolve issues with a high level of customer service</li><li>Coordinate tenant move-ins, move-outs, and tenant improvement projects</li><li>Prepare and manage annual operating budgets and track performance against financial goals</li><li>Review and approve invoices, monitor expenses, and ensure cost controls are in place</li><li>Assist with rent collections, CAM reconciliations, and financial reporting</li><li>Partner with leasing teams to support marketing efforts, property tours, and lease negotiations</li><li>Ensure spaces are market-ready and maintain strong occupancy levels</li><li>Ensure compliance with all local, state, and federal regulations</li><li>Oversee safety procedures and risk management practices across the property</li></ul>
2026-04-01T00:00:00Z

Operations Manager

Fremont, CA
onsite
Permanent
90000 - 120000 USD / Yearly
We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success. Responsibilities:• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.• Manage and mentor staff to promote growth and operational excellence.• Analyze operational processes and recommend improvements for efficiency and compliance.• Stay updated on industry trends and regulatory changes to maintain best practices.• Prepare detailed reports and documentation related to safety programs and compliance efforts.• Respond to incidents promptly and implement corrective actions to prevent future occurrences
2026-04-06T00:00:00Z

Office Manager

San Francisco, CA
onsite
Temporary
23 - 24 USD / Hourly
We are looking for a part-time Office Manager to oversee daily administrative operations and ensure the smooth functioning of our office in San Francisco, California. This is a Contract position where you will play a key role in managing office supplies, handling accounts payable, and supporting general office activities. Your organizational skills and attention to detail will be essential in maintaining an efficient and productive work environment. Responsibilities:• Coordinate and manage daily administrative tasks to ensure seamless office operations.• Monitor and maintain office supplies inventory, including ordering and restocking as needed.• Oversee accounts payable processes, ensuring timely and accurate payments to vendors.• Act as the first point of contact by managing receptionist duties, including greeting visitors and answering phone calls.• Organize and schedule meetings, appointments, and other office events.• Maintain accurate records and documentation for administrative and financial purposes.• Support staff by addressing office-related inquiries and resolving any operational issues.• Ensure the office environment is clean, organized, and conducive to productivity.• Collaborate with team members to improve office procedures and workflows.
2026-04-16T00:00:00Z

Office Manager

Oakland, CA
onsite
Temporary
25 - 27 USD / Hourly
Office ManagerEnsure efficient day-to-day operations by supervising facilities, staff, and administrative support activities.Job Responsibilities:<ul><li>Oversee office procedures and administrative staff.</li><li>Manage budgets, supplies, and vendor relationships.</li><li>Coordinate internal communications and events.</li><li>Implement and enforce office policies.</li></ul>
2026-04-10T00:00:00Z

Office Manager

Oakland, CA
onsite
Temporary
20 - 25 USD / Hourly
Summary:The Office Manager oversees daily office operations, ensuring an organized, efficient, and well-functioning workspace. This role manages office logistics, vendor relationships, administrative staff, and facility needs.Key Responsibilities:<ul><li>Manage office operations, supplies, equipment, and vendor relationships.</li><li>Oversee administrative staff and coordinate workload priorities.</li><li>Support budgeting, expense tracking, and invoice processing.</li><li>Coordinate meeting logistics, office events, and facility maintenance.</li><li>Implement and maintain office policies, procedures, and safety standards.</li><li>Serve as the primary point-of-contact for internal teams and external partners.</li></ul>Qualifications:<ul><li>3+ years of office administration or office management experience.</li><li>Strong organizational and problem-solving skills.</li><li>Ability to multitask and manage competing priorities.</li><li>Experience with budgeting and vendor management preferred.</li></ul>
2026-04-02T00:00:00Z

Office Manager

Mountain View, CA
onsite
Temporary
25 - 37 USD / Hourly
The Office Manager oversees daily office operations, ensures a productive work environment, and provides administrative and facilities support to keep the organization running smoothly. This role serves as the primary point of contact for staff, vendors, and visitors while managing workflows, supplies, scheduling, and operational needs.
2026-03-31T00:00:00Z

Accounting Manager

Oakland, CA
onsite
Permanent
125000 - 135000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements. Responsibilities:• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements. • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management. • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls. • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development. • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.
2026-03-20T00:00:00Z

Accounting Manager

Rutherford, CA
onsite
Permanent
125000 - 140000 USD / Yearly
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management. Responsibilities: • Oversee and ensure timely completion of monthly and quarterly financial close processes. • Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries. • Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks. • Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency. • Analyze inventory costing for discrepancies and report notable trends or variances to management. • Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis. • Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns. • Support external audits and ensure accurate data for annual tax filings. • Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making. • Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
2026-03-20T00:00:00Z

Accounting Manager

Foster City, CA
onsite
Permanent
120000 - 130000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION ASSISTANT ACCOUNTING MANAGERResponsibilities;-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.-Preparing actual and forecast cash flow reports on daily and weekly basis-Support the preparation of management reports, variance analyses, and other financial presentations.-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.-Identify and implement process improvements and automation opportunities within the AP function.
2026-04-15T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Permanent
135000 - 165000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee essential accounting functions, ensuring accurate and timely financial reporting while maintaining compliance with relevant regulations. This position requires strong analytical skills and attention to detail, as you will play a key role in managing month-end processes and audits. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Manages and supports the accounting team, including hiring, training, and performance reviews.</li><li>Oversees daily billing, collections, A/R, and A/P activities.</li><li>Supports the Controller and ensures deadlines and quality standards are met.</li><li>Creates a positive, team-focused work environment and coordinates staff matters with HR.</li><li>Maintains and improves accounting policies, procedures, and internal controls.</li><li>Trains staff firm-wide on accounting processes and systems.</li><li>Handles daily banking activities, including deposits, transfers, and wires.</li><li>Assists with reconciliations, journal entries, and month-end and year-end close.</li><li>Provides hands-on support, resolves system issues, and helps with software upgrades and automation.</li></ul>
2026-04-15T00:00:00Z

Accounting Manager

Santa Clara, CA
onsite
Temporary
70 - 80 USD / Hourly
We are partnering with a high-growth, pre-public company preparing for an IPO within the next 1–2 months. This is a critical, high-impact opportunity for a hands-on Interim Accounting Manager to step in and lead the accounting function during a pivotal stage of growth. This role will oversee a team of 3 accountants, take full ownership of the month-end close and financial reporting process, and play a key role in building internal controls and scalable accounting infrastructure as the company transitions to a public environment. Key Responsibilities Lead, manage, and mentor a team of 3 accountants, providing day-to-day oversight and review Own and oversee the full month-end and quarter-end close process Ensure timely and accurate preparation of financial statements in accordance with GAAP Review journal entries, reconciliations, and supporting schedules Perform variance analysis and provide insights to leadership Support SEC reporting readiness, including 10-K, 10-Q, and S-1 filings Partner with external auditors and advisors (including Big 4 firms) Lead the development and enhancement of internal controls (SOX 404 readiness) Transition internal controls and processes from external providers to in-house ownership Build, document, and improve accounting processes and workflows Support the development and execution of a controls testing program Drive process improvements to increase efficiency and scalability Qualifications 7+ years of progressive accounting experience Combination of Big 4 public accounting and private industry experience strongly preferred Prior experience owning month-end close and financial statement preparation Experience managing or overseeing accounting teams Strong knowledge of GAAP, SEC reporting, and SOX/internal controls Experience in a pre-IPO or public company environment preferred Proven ability to build and document processes in a fast-paced environment Hands-on, detail-oriented, and execution-focused
2026-04-03T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary
70 - 75 USD / Hourly
We are looking for a skilled Accounting Manager to assist our client on a contract basis in San Francisco. In this role, you will collaborate closely with the accounting leadership to ensure smooth financial operations, lead a small team, and contribute to achieving key organizational goals. This position offers an opportunity to utilize your expertise in financial management within the SaaS or technology industry. Responsibilities:• Oversee general ledger activities to ensure accurate and timely month-end close processes.• Assist in the preparation and review of flux analysis reports to identify and explain variances.• Support audit processes by preparing necessary documentation and collaborating with auditors.• Lead and mentor a small team, fostering effective communication and collaboration.• Utilize NetSuite to manage accounting operations and enhance system accuracy.• Perform account reconciliations and ensure the integrity of financial records.• Collaborate with stakeholders to maintain compliance with industry standards and practices.• Prepare and post journal entries to maintain accurate financial records.
2026-04-16T00:00:00Z

Accounting Manager

Menlo Park, CA
onsite
Permanent
125000 - 140000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER OR CONTROLLER Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.Responsibilities:-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.-Experience with general ledger and journal entries-Prepare and review monthly and quarterly financial statements.-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).-Oversee Capex lender reserve draws.-File and pay all Personal Property taxes and franchise tax-Review & approve Accounts Payable weekly processing-Manage and mentor staff
2026-04-06T00:00:00Z

Accounting Manager

South San Francisco, CA
onsite
Permanent
170000 - 185000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER - TOTAL COMP CAN BE 230K+ Exciting biotech company is seeking an Accounting Manager to join their dynamic expanding team. This position will be responsible for operational accounting and clinical accounting. This is a high visibility position with an opportunity to make an impact within the organization. Company also offers amazing benefits! Responsibilities:-Oversee the month-end, quarter-end and year-end financial close process-Prepare journal entries, balance sheet and income statement account reconciliations.-Responsible for the fixed asset function, including fixed asset additions, deletions and depreciations-Analyze and explain fluctuations in account balances as needed-Assist in the preparation of quarterly financial statements.-Lead clinical trial expense accruals, working closely with Clinical Operations to ensure accuracy and transparency in accounting-Review and approve invoices entered by AP contractor & correct GL/Dept/Class coding as appropriate.-Document and maintain effective internal controls, ensuring compliance with company policies and SOX requirements-Assist with various tax and regulatory reporting and filings.-Assist with ad hoc/special projects, as needed.
2026-04-15T00:00:00Z

Accounting Manager

Sausalito, CA
onsite
Permanent
120000 - 150000 USD / Yearly
We are looking for an experienced Accounting Manager to lead and enhance critical financial operations in a dynamic and fast-paced environment. This role combines traditional accounting responsibilities with opportunities to drive efficiency through process improvements and technology integration. The ideal candidate will thrive on solving complex problems, streamlining workflows, and collaborating across departments to support business objectives. Responsibilities:• Manage month-end close activities, including fixed assets, accruals, excise tax filing, and balance sheet liability reconciliations.• Oversee accounts payable operations, ensuring accuracy and efficiency in processes.• Provide support to ensure smooth transaction flows between procurement, production, and accounts payable.• Ensure compliance with accounting standards and implement robust internal controls.• Prepare and analyze financial data for management reporting within tight deadlines.• Contribute to annual audit processes and ensure timely completion.• Collaborate with the FP&A team by providing accurate reports to support forecasting and budgeting.• Drive the implementation and optimization of accounting systems and integrations to enhance operational efficiency.• Automate manual processes using advanced tools, AI solutions, and technology-based workflows.• Partner with cross-functional teams to address accounting-related needs and resolve ambiguous situations effectively.
2026-03-30T00:00:00Z

Software Engineering Manager

San Francisco, CA
onsite
Permanent
270000 - 300000 USD / Yearly
We are looking for an experienced Software Engineering Manager to lead and scale our engineering team in San Francisco, California. In this role, you will play a pivotal part in mentoring developers, driving technical excellence, and partnering with clinical and operational teams to create impactful healthcare solutions. If you are a technical leader who values collaboration and is passionate about improving patient outcomes, we encourage you to apply. Responsibilities: • Lead and mentor a diverse engineering team, providing guidance to entry-level developers and supporting their growth. • Actively recruit talented Senior and Staff engineers to enhance the team's technical expertise. • Collaborate with clinical, operational, and product leadership to design technical solutions that address complex healthcare challenges. • Oversee code reviews and ensure high-quality software development practices are maintained across the team. • Align technical efforts with the product roadmap, ensuring clarity and removing obstacles to maintain development velocity. • Govern AI-assisted workflows, auditing outputs for compliance, performance, and edge case handling. • Cultivate a high-ownership culture within the team, encouraging accountability and pride in delivering impactful results. • Manage technical risks and maintain the integrity of distributed systems in a fast-paced, regulated environment. • Promote continuous improvement by fostering a culture of learning, innovation, and technical craftsmanship.
2026-03-29T00:00:00Z

Payroll Manager

Sunnyvale, CA
onsite
Permanent
130000 - 150000 USD / Yearly
We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply. Responsibilities: • Manage and process full-cycle payroll for over 500 employees across multiple states and Canada. • Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing. • Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws. • Administer leave of absence payments and ensure proper tracking and reconciliation. • Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations. • Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies. • Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy. • Monitor and implement changes in payroll regulations to maintain compliance. • Prepare detailed payroll reports and analyses for management review. • Provide guidance and training to payroll staff to enhance team performance.
2026-04-15T00:00:00Z

Payroll Manager

Mountain View, CA
onsite
Permanent
165000 - 185000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS PAYROLL MANAGER We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations. Responsibilities:• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.• Ensure timely submission of payroll-related filings and reports to regulatory agencies.• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.
2026-04-03T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

Foster City, CA
onsite
Permanent
150000 - 165000 USD / Yearly
If you’ve been waiting for a role that actually puts you on the path to Controller… this is it.This isn’t just another Accounting Manager seat—it’s a high-visibility role inside a growing real estate investment platform where you’ll own the fund and be groomed for the next step. Oakland, CA (3x/week in office) $150K – $165K + Bonus Real Estate Private Equity | Growth mode Why this role stands out:You’re stepping into a seat where you’ll own fund-level operations and reporting end-to-end.<ul><li>Lead fund accounting, reporting, and investor deliverables</li><li>Run point on audits & tax (not just support—ownership)</li><li>Oversee 3rd party administrators and drive accountability</li><li>Partner across asset management, IR, and senior leadership</li><li>Work across value-add funds, SMAs, and JV structures</li></ul>
2026-04-13T00:00:00Z

Fund Manager

Foster City, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonusClear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
If you’ve been waiting for a role that actually puts you on the path to Controller… this is it.This isn’t just another Accounting Manager seat—it’s a high-visibility role inside a growing real estate investment platform where you’ll own the fund and be groomed for the next step. Oakland, CA (3x/week in office) $150K – $165K + Bonus Real Estate Private Equity | Growth mode Why this role stands out:You’re stepping into a seat where you’ll own fund-level operations and reporting end-to-end.<ul><li>Lead fund accounting, reporting, and investor deliverables</li><li>Run point on audits & tax (not just support—ownership)</li><li>Oversee 3rd party administrators and drive accountability</li><li>Partner across asset management, IR, and senior leadership</li><li>Work across value-add funds, SMAs, and JV structures</li></ul>
2026-04-13T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Operations Manager - Client Service Wealth Management

Concord, CA
onsite
Permanent
130000 - 175000 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T00:00:00Z