<p>We are looking for a detail-oriented Risk Analyst - Operational to support fraud and transaction monitoring activities within a Financial Services environment in Blue Ash, Ohio. This Long-term Contract position focuses on reviewing system-generated alerts, examining account activity, and gathering information from internal and external sources to identify unusual transaction patterns. The ideal candidate brings strong analytical judgment, clear written communication, and the ability to work effectively in a fast-paced production setting with a hybrid schedule.</p><p> </p><p>Responsibilities:</p><p>• Review transaction monitoring alerts and evaluate activity that may indicate suspicious or fraudulent behavior.</p><p>• Investigate customer account activity by collecting and analyzing information from banking records and other relevant data sources.</p><p>• Document findings thoroughly and prepare clear written summaries to support risk-related decisions.</p><p>• Use Excel and other Microsoft Office tools to organize data, track case activity, and support research efforts.</p><p>• Apply sound judgment and critical thinking to identify patterns, assess risk, and escalate concerns when appropriate.</p><p>• Work within a high-volume environment while maintaining accuracy, consistency, and attention to detail.</p><p>• Participate in required onsite training during the initial weeks and follow the established hybrid work schedule thereafter</p>
We are looking for a detail-oriented Risk Analyst - Operational to support fraud and transaction monitoring activities within a Financial Services environment in Blue Ash, Ohio. This Long-term Contract position focuses on reviewing system-generated alerts, examining account activity, and gathering information from internal and external sources to identify unusual transaction patterns. The ideal candidate brings strong analytical judgment, clear written communication, and the ability to work effectively in a fast-paced production setting with a hybrid schedule.<br><br>Responsibilities:<br>• Review transaction monitoring alerts and evaluate activity that may indicate suspicious or fraudulent behavior.<br>• Investigate customer account activity by collecting and analyzing information from banking records and other relevant data sources.<br>• Document findings thoroughly and prepare clear written summaries to support risk-related decisions.<br>• Use Excel and other Microsoft Office tools to organize data, track case activity, and support research efforts.<br>• Apply sound judgment and critical thinking to identify patterns, assess risk, and escalate concerns when appropriate.<br>• Work within a high-volume environment while maintaining accuracy, consistency, and attention to detail.<br>• Participate in required onsite training during the initial weeks and follow the established hybrid work schedule thereafter.
We are looking for a finance leader who can connect operational performance with meaningful business insights in Weston, Florida. This role supports a dynamic manufacturing and distribution environment by combining financial analysis, cost visibility, close support, and cash-related oversight. The ideal candidate brings strong analytical judgment, thrives in a hands-on setting, and can partner across departments to strengthen reporting, documentation, and decision-making. This position also offers the opportunity to grow into broader leadership responsibilities as the organization expands.<br><br>Responsibilities:<br>• Evaluate manufacturing and operational results by reviewing output, labor efficiency, and performance against expected cost benchmarks.<br>• Assess inventory movements, product costs, and margin drivers to highlight trends and support informed business decisions.<br>• Examine inbound transportation spending, including freight, tariffs, and related landed-cost components, to improve cost visibility.<br>• Monitor outbound shipping activity and validate that accruals tied to logistics expenses are recorded accurately and on time.<br>• Contribute to the month-end close by preparing and reviewing analyses related to inventory, freight, and other operating expenses.<br>• Investigate spending patterns and variances, identifying unusual activity, root causes, and areas for improvement.<br>• Create and maintain organized support files for freight, tariff, inventory, and costing calculations to strengthen financial documentation.<br>• Work closely with business intelligence, accounting, supply chain, and operations teams to enhance reporting and deliver actionable analysis.<br>• Assist with weekly treasury tasks by reviewing payment activity, validating banking details, and supporting control procedures before funds are released.<br>• Provide dependable support during core business hours and offer added availability during critical close periods.
<p>We are looking for an experienced Risk Manager to help strengthen operational risk oversight across a global manufacturing environment in Salt Lake City, Utah. This position plays a key role in identifying significant exposures, evaluating the effectiveness of control measures, and guiding practical strategies to reduce loss potential. The role works closely with operational, engineering, and commercial stakeholders to improve decision-making, support disciplined risk governance, and align insurance and mitigation approaches with organizational risk tolerance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the evaluation of material operational risks across global manufacturing activities, with a focus on high-consequence hazards and potential loss scenarios.</p><p>• Work with cross-functional leaders to identify key safeguards, assess whether they are functioning as intended, and recommend actions to strengthen control performance.</p><p>• Provide expert analysis on operational and insurable exposures to support decisions involving risk reduction, risk retention, and insurance strategy.</p><p>• Help maintain risk registers, reporting tools, and dashboards that give leadership clear visibility into emerging issues and overall risk trends.</p><p>• Contribute to stronger governance practices by supporting structured reviews, consistent documentation, and actionable risk insight for senior stakeholders.</p><p>• Partner with business and site leadership to integrate risk considerations into operating plans, capital projects, and broader strategic initiatives.</p><p>• Review control effectiveness and promote ongoing improvement efforts that reduce vulnerability and improve resilience across operations.</p><p>• Support enterprise efforts to manage major hazard risk by collaborating with operational and functional teams on prevention-focused risk practices.</p>
<p>We are looking for an accomplished, detail-oriented Business Risk Officer within a banking environment. This role serves as a key advisor to business leaders by strengthening controls tied various business units of the bank. The ideal candidate brings deep financial services expertise and can turn complex risk considerations into practical guidance that supports responsible growth.</p><p><br></p><p>Responsibilities:</p><p>• Guide first-line risk activities initiatives, ensuring business objectives are supported by effective governance and controls.</p><p>• Partner with leaders across the bank functions to identify exposures and embed risk awareness into planning and execution.</p><p>• Design, evaluate, and enhance control frameworks related to specific business initiatives.</p><p>• Advise on regulatory, operational, and reputational risk matters by translating requirements into clear, actionable recommendations for stakeholders.</p><p>• Oversee risk assessments, control reviews, and remediation planning to address gaps in processes.</p><p>• Monitor performance through meaningful metrics and reporting that highlight control effectiveness, emerging issues, and progress on action plans.</p><p>• Support compliance reviews, examinations, and risk program activities by preparing documentation and coordinating responses across business teams.</p><p>• Drive process improvements that strengthen governance, streamline execution, and improve consistency across front-line risk practices.</p>
<p>Our client, a large and growing Commercial Bank, is looking for an accomplished risk and controls leader to strengthen first-line risk oversight across the enterprise in Minneapolis, Minnesota. This role will shape practical, scalable approaches for control monitoring, testing, and governance within a banking environment while partnering closely with business leaders and independent risk teams. The ideal candidate brings deep experience in financial services, a strong foundation in control design and assessment, and the ability to introduce technology-driven solutions that improve efficiency and consistency.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and refinement of first-line risk and control frameworks that support consistent governance practices across the organization.</p><p>• Partner with business leaders and segment risk stakeholders to evaluate processes, identify control weaknesses, and recommend practical remediation strategies.</p><p>• Design and oversee an enterprise-wide controls testing and monitoring program that emphasizes quality, consistency, and risk-based execution.</p><p>• Introduce automation and technology-enabled testing approaches to improve the speed, accuracy, and effectiveness of control evaluation activities.</p><p>• Prepare clear, decision-ready reporting for management that summarizes testing outcomes, key deficiencies, and progress against corrective action plans.</p><p>• Advise leadership on control-related matters during framework implementation efforts and help align business activities with regulatory and internal policy expectations.</p><p>• Build, guide, and manage a distributed testing team to support efficient execution of control assessments across multiple business areas.</p><p>• Deliver training and ongoing guidance to stakeholders on control standards, testing practices, and effective risk management behaviors.</p><p>• Monitor industry developments, regulatory expectations, and emerging tools to enhance the organization’s first-line control environment and maintain strong market awareness.</p>
We are looking for a Risk Analyst to support risk oversight and reporting activities for an energy trading portfolio in San Diego, California. This position focuses on analyzing market exposure, validating trading activity, and helping ensure risk reporting reflects the economic reality of both standard and complex transactions. The role works closely with trading, settlements, scheduling, accounting, and operations teams to strengthen control processes and support informed decision-making.<br><br>Responsibilities:<br>• Analyze commodity positions and price exposure independently, producing clear reporting that supports policy compliance and aligns with established risk tolerance.<br>• Review market, operational, and reporting concerns, escalate exceptions promptly, and present practical recommendations to address identified issues.<br>• Perform daily reconciliation and validation of trading activity, pricing inputs, and system records to confirm accurate risk representation.<br>• Assess portfolio exposure across transactions and develop a strong understanding of key drivers affecting valuation and performance.<br>• Examine structured and non-standard deals to verify complete capture of economic terms and confirm valuations are accurately reflected in risk reporting.<br>• Compare deal valuations generated by risk systems with front-office expectations and investigate material differences to support accurate summaries.<br>• Prepare reconciliation analysis linking initial deal assessments with accounting outcomes to confirm reporting consistency and financial accuracy.<br>• Partner with settlement, scheduling, trading, and operations teams to coordinate profit and loss actualization and maintain end-to-end data integrity.<br>• Contribute to the design and enhancement of reporting tools and serve as a knowledgeable resource for trading and risk management systems, including support for accurate deal entry and valuation oversight.
<p>Our client is seeking a Risk Analyst to join a collaborative and growing team. This is an excellent opportunity for a risk, audit, or compliance professional who enjoys solving complex problems, partnering with business leaders, and helping strengthen an organization's control environment.</p><p><br></p><p>The ideal candidate will bring experience in internal audit, risk management, and internal controls.</p><p><br></p><p>What You'll Do</p><ul><li>Validate remediation efforts by reviewing supporting documentation and evidence to ensure corrective actions have been effectively implemented</li><li>Perform testing of internal controls and evaluate their design and operating effectiveness</li><li>Monitor and track audit findings, regulatory issues, and risk mitigation activities</li><li>Support internal and external audits, regulatory examinations, and compliance reviews</li><li>Partner with business units to identify, assess, and mitigate operational and compliance risks</li><li>Work closely with regulators, auditors, and leadership teams to address findings and recommendations</li><li>Analyze processes and controls, identifying opportunities for improvement and increased efficiency</li><li>Utilize risk, audit, and compliance systems to track activities, manage documentation, and enhance reporting</li><li>Assist with ongoing risk assessments and control monitoring initiatives</li></ul>
<p>We have partnered with a growing manufacturer on their search for a Manager of Operations who can oversee and optimize warehouse operations while driving efficiency, productivity, and continuous improvement. The Manager of Operations will be responsible for overseeing and optimizing daily business operations within the warehouse and support compliance functions, team leadership, crisis management, customer service, and strategic planning. In this Manager of Operations role, you will have control over the inventory/safety/compliance, performance reporting, developing operational goals and budgets, maintaining positive vendor relationships, ensuring timely scheduling, developing and creating process improvement procedures, and reporting procedures and operations of the physical infrastructure. The ideal candidate should possess the ability to create a plan to increase company revenue and proper operational controls. </p><p><br></p><p>Major Responsibilities</p><p>· Manage all aspects of warehouse operations, including receiving, storage, inventory control, order fulfillment, and shipping.</p><p>· Lead, mentor, and develop warehouse personnel to achieve operational goals while promoting a safe and productive work environment.</p><p>· Establish and monitor key performance indicators (KPIs) to improve efficiency, quality, and customer service.</p><p>· Ensure compliance with company policies, food safety standards, OSHA regulations, and applicable industry requirements.</p><p>· Collaborate with supply chain, purchasing, production, and customer service teams to ensure seamless operational flow.</p><p>· Identify process improvement opportunities and implement operational best practices to reduce costs and increase productivity.</p><p>· Oversee inventory accuracy through cycle counts, audits, and effective inventory management procedures.</p><p>· Manage warehouse staffing, scheduling, and labor utilization to meet business demands.</p><p>· Analyze operational data and prepare reports to support business decisions and continuous improvement initiatives.</p><p>· Support system enhancements and process automation efforts as needed.</p>
<p>We are seeking an experienced Operations Manager to support a manufacturing organization in Fresno, California.<strong> </strong>This role is ideal for a hands-on leader with a proven ability to drive production efficiency, improve operational processes, and lead cross-functional teams in a fast-paced manufacturing environment. The ideal candidate will have experience overseeing production operations, implementing continuous improvement initiatives, and ensuring safety, quality, and productivity goals are consistently achieved.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee daily manufacturing operations to ensure production schedules, quality standards, and customer delivery commitments are consistently achieved.</li><li>Lead, coach, and support production leads and manufacturing personnel while fostering a culture of accountability, teamwork, safety, and continuous improvement.</li><li>Coordinate labor, equipment, materials, and workflow to maximize productivity, efficiency, and operational performance.</li><li>Monitor production output, labor utilization, scheduling, and key performance indicators (KPIs) to achieve operational goals.</li><li>Review work orders, engineering drawings, specifications, and bills of materials to ensure accurate manufacturing and assembly.</li><li>Partner with Engineering, Purchasing, Inventory, and Materials teams to resolve production issues, support engineering changes, and ensure material availability.</li><li>Identify production bottlenecks and implement process improvements to increase productivity, improve quality, and reduce waste.</li><li>Conduct production floor audits to ensure compliance with company safety policies, quality standards, and regulatory requirements.</li><li>Monitor products through fabrication, assembly, testing, and final completion to ensure efficient production flow and on-time delivery.</li><li>Train, mentor, and develop production staff while supporting onboarding, performance management, coaching, and workforce planning initiatives.</li><li>Participate in interviewing and hiring efforts while collaborating with Human Resources on employee development and corrective action processes.</li><li>Maintain accurate production records, labor reporting, and operational performance metrics, providing regular updates to leadership.</li><li>Support continuous improvement initiatives focused on operational excellence, manufacturing efficiency, and overall plant performance.</li></ul><p><strong>Experience:</strong></p><ul><li>Minimum of 5 years of experience in a manufacturing environment required.</li><li>Minimum of 3 years of leadership experience managing production operations within a manufacturing setting.</li><li>Experience leading production leads, supervisors, or manufacturing teams preferred.</li><li>Experience in fabrication, welding, assembly, heavy equipment, truck equipment manufacturing, or other industrial manufacturing environments strongly preferred.</li><li>Experience managing production schedules, labor planning, workforce allocation, and workflow coordination.</li><li>Proven experience driving continuous improvement initiatives to increase productivity, quality, and operational efficiency.</li></ul><p><br></p>
<p><strong>If you're naturally the person who sees a problem before everyone else does, this is your role.</strong></p><p>A growing healthcare services organization in <strong>Oceanside</strong> is looking for an <strong>Operations Manager</strong> to oversee daily workflows, staffing coordination, customer experience, and operational performance. You'll work closely with department leadership to ensure the organization is operating efficiently while identifying opportunities to improve processes, staffing, communication, and service delivery.</p><p><strong>What you'll manage</strong></p><ul><li>Oversee daily operational workflows</li><li>Supervise and support administrative/operations staff</li><li>Monitor staffing and scheduling needs</li><li>Develop and maintain operational procedures</li><li>Track performance metrics and service levels</li><li>Resolve escalated customer or operational issues</li><li>Coordinate with HR on employee matters</li><li>Assist with recruiting and onboarding</li><li>Monitor supply and operational needs</li><li>Review operational reports</li><li>Identify process bottlenecks</li><li>Implement workflow improvements</li><li>Support compliance initiatives</li><li>Lead department projects and process changes</li><li>Report operational performance to leadership</li></ul>
<p><strong>Operations Manager </strong></p><p>Are you a hands-on manufacturing leader who thrives on the plant floor and enjoys building high-performing teams? We are seeking an experienced <strong>Operations Manager</strong> to lead production and warehouse operations in a 24/7 manufacturing environment.</p><p>This is a highly visible leadership role responsible for driving safety, quality, operational efficiency, inventory accuracy, and continuous improvement while developing frontline supervisors and employees.</p><p>What You'll Do:</p><ul><li>Lead daily production and warehouse operations in a continuous manufacturing environment</li><li>Manage production scheduling, labor planning, throughput, and inventory control</li><li>Drive operational excellence through performance metrics, process improvements, and accountability</li><li>Ensure compliance with cGMP standards, SOPs, safety protocols, and quality requirements</li><li>Partner cross-functionally with Quality, EHS, Engineering, Maintenance, Supply Chain, Finance, and HR</li><li>Coach and develop supervisors, leads, and frontline employees to build a strong and sustainable operating culture</li><li>Lead initiatives focused on improving productivity, yield, inventory accuracy, equipment utilization, and overall plant performance</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p>Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an <strong>Operations Manager</strong> to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p><br></p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
<p>Our client is looking for an Operations Manager to lead customer service and trade execution activities for a manufacturing-focused operation. This role is responsible for strengthening daily processes, guiding a distributed operations team, and ensuring smooth coordination across logistics, inventory, and vendor payment workflows. The ideal candidate brings strong operational leadership, a continuous improvement mindset, and the ability to build productive partnerships with commercial teams, suppliers, and service providers.</p><p><br></p><p>This position offers a salary of $130,000-$140,000 + health, vision, dental, 401K + match, PTO and much more.</p><p><br></p><p>Responsibilities:</p><p>• Lead and support the U.S. operations team, providing direction, coaching, and oversight across day-to-day trade execution activities.</p><p>• Refine operational workflows by introducing more efficient, standardized, and automated approaches to documentation and transaction processing.</p><p>• Foster a service-oriented team culture that strengthens collaboration with sales partners, customers, and suppliers.</p><p>• Guide staff in coordinating with warehouses, stevedores, trucking companies, and other logistics partners to keep shipments and related activities on track.</p><p>• Review monthly warehouse reporting, monitor aging inventory, and reconcile stock data against system records to maintain accurate visibility.</p><p>• Address delays or issues involving payments for steel purchases, freight, and third-party services, while partnering with finance to confirm invoice approvals align with agreed commercial terms.</p><p>• Work with internal technology teams to enhance operational systems and improve overall process effectiveness.</p><p>• Partner closely with regional leadership and cross-functional teams to align operations with broader business priorities.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
<p>Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.</p><p>• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.</p><p>• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.</p><p>• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.</p><p>• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.</p><p>• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.</p><p>• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.</p><p>• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.</p><p>• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn</p>
<p>Tech company is seeking a Legal Operations professional to support the final stages of a CLM platform implementation and take ownership of the system for ongoing administration, support, and optimization. This person will play a key role in ensuring a successful go-live while also managing the platform long term, including workflow enhancements, reporting, data integrity, user support, and continuous improvement.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Support the final phase of CLM implementation, including testing, go-live readiness, issue identification, and resolution.</li><li>Serve as the primary owner and administrator of the CLM platform following launch.</li><li>Manage and improve system workflows, templates, reporting, dashboards, and data entry processes.</li><li>Assess gaps in the current setup and recommend or implement fixes and enhancements.</li><li>Provide ongoing support to users, troubleshoot system issues, and drive adoption of the platform.</li><li>Maintain data quality and ensure the system is configured to support legal and business processes effectively.</li><li>Support the transition away from Apttus/Conga as part of the broader CLM roadmap.</li><li>Partner with internal stakeholders and external implementation resources as needed.</li></ul><p><br></p>
<p><strong>Job Title</strong></p><p>Third-Party Risk Analyst</p><p><br></p><p><strong>Company Overview</strong></p><p>A leading global professional services organization in the legal and business advisory space, headquartered in Los Angeles, California, is seeking a Third-Party Risk Analyst to join its growing IT Security team. The organization is known for its commitment to protecting sensitive client data and maintaining robust security standards across modern cloud and SaaS environments. With a strong global presence, the firm emphasizes innovation, collaboration, and operational excellence.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Third-Party Risk Analyst plays a critical role in safeguarding the organization’s ecosystem by evaluating the security posture of external vendors and partners. This role focuses on conducting technical risk assessments across SaaS platforms, cloud environments, and hosted services while ensuring compliance with industry standards and client expectations. Based remotely, this position partners closely with IT security leadership and cross-functional stakeholders to mitigate risk and strengthen third-party security practices.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct technical security assessments of third-party vendors across SaaS platforms, cloud infrastructure, and hosted services</li><li>Evaluate vendor security controls, including access management, encryption, and data protection practices</li><li>Review vendor documentation such as SOC 2 reports, ISO certifications, and security testing results</li><li>Assess cloud environments (AWS, Azure, GCP) for security configurations, segmentation, and identity controls</li><li>Analyze API security, including authentication methods, data transmission, and vulnerability risks</li><li>Evaluate DevSecOps maturity, including secure development practices and CI/CD pipeline security</li><li>Track and manage vendor risk findings, ensuring remediation efforts are completed in a timely manner</li><li>Support client-facing security activities, including questionnaires, audits, and compliance reviews</li><li>Collaborate with internal stakeholders to align vendor security with regulatory requirements (e.g., GDPR, CCPA)</li><li>Prepare risk reports and present key findings to leadership and cross-functional teams</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>$120,000 – $140,000 with discretionary bonus</li><li>Discretionary bonus eligibility</li><li>Comprehensive benefits package including medical, dental, and vision coverage</li><li>Flexible spending accounts (FSA) and 401(k) with profit sharing</li><li>Paid time off including vacation, sick leave, and personal days</li></ul><p><strong>Additional Details</strong></p><ul><li>Remote (must reside in proximity to a supported office region)</li><li>Core hours: 8:00 AM – 4:00 PM PT (7-hour workday)</li><li>Occasional travel may be required for vendor assessments</li><li>Collaborative environment with direct exposure to senior leadership and security stakeholders</li></ul>
<p>I'm partnering with a long-standing client on a key leadership hire within their technology team. This is a rare opportunity for an experienced IT professional who enjoys leading a team while staying hands-on with infrastructure, systems, cybersecurity, and operational technology initiatives.</p><p><br></p><p><strong>The compensation range for this opportunity is $120,000 - $160,000 DOE, along with a profit-sharing program that allows employees to directly participate in the company's continued success.</strong></p><p><br></p><p><strong>This organization is experiencing strong growth and offers a clear path for career advancement, along with excellent benefits, a collaborative leadership team, and the opportunity to make a meaningful impact on the technology strategy of the business.</strong></p><p><br></p><p><strong>📩 Reach out to Austen Zemrock on LinkedIn for a confidential conversation, or email a Word version of your resume to learn more. All inquiries will be handled with strict confidentiality.</strong></p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><br></p><p>• Lead, mentor, and develop a small IT team</p><p>• Oversee daily IT operations and service delivery</p><p>• Manage infrastructure, systems, networking, and end-user technology</p><p>• Serve as an escalation point for complex technical issues</p><p>• Support cybersecurity initiatives and risk mitigation efforts</p><p>• Drive technology improvements and operational efficiencies</p><p>• Evaluate and implement automation opportunities</p><p>• Partner with leadership on technology planning and strategy</p><p>• Help modernize and optimize internal technology environments</p><p>• Ensure reliable performance of critical business systems</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>• High-impact leadership position</p><p>• Blend of hands-on technology and team leadership</p><p>• Opportunity to influence technology direction</p><p>• Visible role with senior leadership exposure</p><p>• Organization committed to modernization and innovation</p><p>• Stable and growing business environment</p><p>• Competitive compensation and benefits package</p>
<p>Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced <strong>Insurance Operations Manager</strong> to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth.</p><p><br></p><p>The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results.</p><p><br></p><p>Key Responsibilities</p><p>Insurance Operations & Underwriting</p><ul><li>Oversee underwriting, case design, placement, and policy implementation processes</li><li>Develop and enhance workflows to ensure an efficient, compliant client experience</li><li>Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes</li><li>Act as a resource for complex cases and product recommendations</li></ul><p>Illustration & Case Design</p><ul><li>Oversee the preparation and review of insurance and annuity illustrations</li><li>Ensure accuracy and effectiveness of client-facing proposals and advisor presentations</li><li>Support advisors with product comparisons and case strategy</li></ul><p>Team Leadership</p><ul><li>Recruit, develop, and manage a growing insurance operations team</li><li>Establish best practices and drive operational excellence</li><li>Mentor staff and create opportunities for ongoing professional development</li></ul><p>Advisor Support</p><ul><li>Serve as the internal subject matter expert on life insurance, long-term care, and annuity products</li><li>Partner with financial advisors to identify appropriate solutions for clients</li><li>Assist with case design, underwriting strategies, and implementation</li></ul><p>Business Development</p><ul><li>Help expand the firm's insurance business and identify growth opportunities</li><li>Build and maintain strong relationships with carriers, wholesalers, and industry partners</li><li>Support strategic initiatives aimed at enhancing the firm's overall client offering</li></ul><p><br></p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p>Join a <strong>highly respected investment management firm</strong> known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a <strong>stable platform, strong employee tenure, and team-oriented environment</strong>, this is an opportunity to step into a visible leadership role with meaningful impact.</p><p><br></p><p>Lead critical <strong>performance and reporting functions</strong> across multiple investment vehicles while partnering with internal teams and external providers. The role offers <strong>competitive compensation + bonus, strong benefits, work-life balance</strong>, and the opportunity to drive process improvements through technology and AI.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee daily <strong>performance reconciliation and reporting</strong> across investment products</li><li>Review pricing checks, NAV controls, and performance calculations</li><li>Prepare and review monthly performance reporting</li><li>Manage performance data for <strong>SMAs and model portfolios</strong></li><li>Maintain composite performance records and related reporting</li><li>Oversee submissions to third-party reporting platforms and vendors</li><li>Lead annual performance presentations and support audits/compliance</li><li><strong>Supervise, train, and cross-train</strong> team members</li><li>Identify and resolve data discrepancies</li><li>Drive <strong>process improvement, technology, and AI initiatives</strong></li><li>Support product launches, audits, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Operations & Finance Manager to join a well-established family-owned service organization. In this senior leadership position, you will work closely with ownership to strengthen business performance, guide long-range planning, and support sustainable growth. This role centers on financial stewardship, operational strategy, and organizational improvement while partnering with operational leaders to align execution with company objectives.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with ownership to shape growth plans, evaluate expansion opportunities, and develop strategies that support revenue and margin improvement.</p><p>• Convert business priorities into practical operating and financial plans, with clear targets for performance, efficiency, and customer outcomes.</p><p>• Lead budgeting, forecasting, cash flow monitoring, and financial reporting to provide accurate insight into company performance and decision-making.</p><p>• Oversee accounting activities and internal financial controls to ensure timely reporting and dependable fiscal management at a controller level.</p><p>• Review job costing, labor productivity, equipment usage, and pricing approaches to identify opportunities to improve profitability.</p><p>• Partner with the Operations Manager to ensure field activities support broader financial goals, service standards, and long-term business plans.</p><p>• Develop and refine processes, standard operating procedures, dashboards, and performance metrics that improve consistency and accountability across the organization.</p><p>• Assess operational and financial risks, recommend mitigation strategies, and help maintain compliance with applicable safety, environmental, and regulatory standards.</p><p>• Support capital planning, equipment investment analysis, financing considerations, and relationships with outside financial partners and advisors.</p><p>• Provide ownership with data-driven recommendations related to leadership development, succession planning, and future business transition considerations.</p>
<p><strong>Operations Administrator</strong></p><p>Robert Half’s client, a financial services organization, is seeking an <strong>Operations Administrator</strong> to support agent onboarding, licensing, and contracting processes in San Diego, California. This opportunity is ideal for a detail-oriented professional who enjoys managing documentation, coordinating timelines, and ensuring a seamless experience within a regulated, service-driven environment. The successful candidate will demonstrate strong administrative judgment, clear communication, and the ability to manage multiple cases accurately and efficiently from intake through completion.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review licensing, onboarding, and contracting submissions for completeness and accuracy before submitting materials to external partners and carriers.</li><li>Maintain accurate agent and case records by updating Salesforce and other internal systems with timely, precise information.</li><li>Proactively follow up on missing documentation, credentials, forms, and appointment details to minimize processing delays.</li><li>Manage cases from initial intake through completion, ensuring all required steps and documentation are thoroughly tracked.</li><li>Navigate external portals and follow varying submission requirements and procedures to ensure accurate and compliant processing.</li><li>Monitor deadlines, turnaround times, and service-level expectations to keep cases progressing efficiently.</li><li>Collaborate with internal teams and cross-functional partners to improve workflows and enhance the onboarding and contracting process.</li><li>Provide responsive, high-quality internal and external support while managing a high volume of administrative requests and case activity.</li></ul><p><br></p>
We are looking for an Operations Administrator to provide essential coordination and administrative support for project activities in Las Vegas, Nevada. This Long-term Contract position is well suited for someone who thrives in a fast-moving environment, enjoys keeping projects organized, and can balance communication, documentation, and financial tracking with accuracy. The role will work closely with operations teams, field staff, vendors, and clients to help keep assignments moving smoothly from initial planning through final completion.<br><br>Responsibilities:<br>• Coordinate incoming service and project requests, confirm scheduling details, and help ensure work orders are processed accurately and on time.<br>• Respond to inquiries from builders and other stakeholders regarding warranty timelines, scheduling updates, and job status information.<br>• Maintain detailed tracking spreadsheets, organize operational logs, and create supporting maps and materials for turnover activities.<br>• Prepare and compile project submittal packages for review and approval by client architectural teams.<br>• Update internal records with milestone and completion information for landscape and field activities throughout the project lifecycle.<br>• Produce budget-related reports and financial summaries to support operational planning and project oversight.<br>• Support pre-construction meetings by documenting key discussion points, following up on deliverables, and monitoring cross-functional action items.<br>• Track approvals, purchase order progress, billing status, and related documentation while submitting completed paperwork to Accounts Payable.<br>• Communicate with clients and internal partners regarding outstanding purchase orders, revenue tracking, and readiness for maintenance turnover in coordination with Superintendents.
<p>We are looking for an experienced Human Resources Operations Manager to support and strengthen HR operations for a growing organization in San Ramon, California. This is ideal for a hands-on, detail-oriented HR specialist who can guide employees and managers, improve consistency across people processes, and bring structure to a dynamic environment. The role requires a confident partner who can balance day-to-day HR administration with employee relations support, compliance oversight, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Act as a primary HR contact for employees and managers by providing guidance on workplace policies, resolving concerns, and escalating complex or high-risk matters when appropriate.</p><p>• Handle employee relations activities with a practical, well-documented approach, including coaching conversations, performance discussions, corrective actions, and conflict resolution.</p><p>• Oversee essential HR operations such as onboarding for new team members, employee separations, personnel record maintenance, policy administration, benefits coordination, compensation updates, and internal HR communications.</p><p>• Review existing HR workflows, identify inconsistencies or control gaps, and design more standardized procedures that improve clarity, accountability, and execution across the organization.</p><p>• Support compliance efforts by maintaining organized documentation, helping prepare for recurring audits, tracking follow-up actions, and coordinating with external HR or compliance partners as needed.</p><p>• Influence managers and staff through clear communication and sound judgment, helping leaders address employee matters effectively even without direct reporting authority.</p><p>• Drive HR-related projects by partnering with leadership, operations, compliance, and business stakeholders on initiatives tied to organizational growth, process improvements, and system-related changes.</p><p>• Work independently in a smaller company setting by setting priorities, communicating progress proactively, and managing multiple HR needs with minimal oversight.</p>