<p>We are looking for an experienced Operations Manager to lead day-to-day performance across manufacturing and distribution activities in Versailles, Missouri. The ideal candidate will be responsible for managing the sales, manufacturing, safety, and shipping operations for our facility. We specialize in producing metal panels and trim, wood trusses and poles, and transportation of building materials. The ideal candidate will be responsible for making sound decisions, ensuring compliance with regulatory standards, and providing insightful feedback to support business decisions. This role requires a strong understanding of sales and manufacturing processes, as well as the ability to effectively communicate with company management, employees, and customers.</p><p><br></p><p><br></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>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><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>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>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>
We are looking for an experienced Finance Manager to lead the financial operations for a major group within the construction industry. This role plays a critical part in providing strategic financial guidance, managing risk, and ensuring compliance with both internal and external regulations. As a key partner to senior leadership, you will oversee financial planning, reporting, and operational efficiency while driving continuous improvements.<br><br>Responsibilities:<br>• Lead and mentor Finance, Accounting, and Cost teams, fostering growth and high performance.<br>• Act as a strategic advisor to executive leadership, offering insights to drive business decisions and operational strategy.<br>• Oversee the preparation and presentation of financial statements, management reports, and variance analyses.<br>• Manage annual budgeting, forecasting, and profit planning processes, ensuring alignment with organizational goals.<br>• Drive efficiency through the enhancement of financial systems, processes, and internal controls.<br>• Collaborate with leadership on new business opportunities and strategic initiatives.<br>• Ensure compliance with bonding, insurance, and regulatory requirements, as well as internal risk management policies.<br>• Optimize cash management processes, including billing, collections, and working capital.<br>• Lead financial risk management efforts by developing and communicating relevant policies and procedures.<br>• Represent the organization in community and industry events, strengthening external relationships.
<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>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>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><br></p><p>Our client is looking to hire an Office Operations Manager to support two of the firm's largest branches. This person will serve as the operational leader for a multi-office professional services environment, overseeing day-to-day office operations, employee management, performance reporting, recruiting, onboarding, client service, and administrative processes. This individual acts as a key liaison between leadership and staff, ensuring efficient business operations, resource allocation, and exceptional client experience.</p><p><br></p><p>Key Responsibilities</p><p>Office & Operations Management</p><ul><li>Oversee daily operations for approximately 30 employees across multiple office locations.</li><li>Serve as the primary point of contact for attorneys, paralegals, client support staff, reception, and administrative personnel.</li><li>Manage and maintain operational workflows to ensure business objectives are met efficiently.</li><li>Monitor staffing resources and adjust schedules, calendars, and workloads to optimize productivity and service levels.</li></ul><p>Performance Metrics & Reporting</p><ul><li>Develop, track, and analyze key performance indicators (KPIs) to measure workload, productivity, and business performance.</li><li>Prepare and present bi-weekly and monthly operational reports to leadership, including:</li><li>Billing metrics</li><li>Revenue and collections reporting</li><li>Workload projections versus actual performance</li><li>Monthly production goals and benchmarks</li><li>Utilize data and reporting to identify trends, drive accountability, and support business growth initiatives.</li></ul><p>Recruitment & Onboarding</p><ul><li>Source, screen, and interview candidates for administrative and operational positions.</li><li>Manage the full onboarding process, including:</li><li>New hire orientation</li><li>Technology and environment setup</li><li>Training and process education</li><li>Support employee development and successful integration into the organization.</li></ul><p>Team Leadership & Employee Support</p><ul><li>Provide day-to-day management and support for office personnel.</li><li>Act as a resource for employee questions, operational issues, and process improvement initiatives.</li><li>Foster a collaborative and productive work environment.</li></ul><p>Client Service & Escalation Management</p><ul><li>Handle escalated client concerns and service issues with professionalism and empathy.</li><li>Serve as a brand ambassador while ensuring timely resolution of client matters.</li><li>Partner with internal teams to maintain high service standards and client satisfaction.</li></ul><p>Vendor & Technology Management</p><ul><li>Manage relationships with external service providers, including call center and help desk partners.</li><li>Serve as the escalation point for technology and operational issues.</li><li>Support technology initiatives and system implementations.</li></ul><p>Project Management</p><ul><li>Lead office and facilities projects from planning through execution.</li><li>Coordinate office relocations, renovations, and operational transitions.</li><li>Manage project timelines, budgets, vendors, and resource allocation.</li><li>Support technology upgrades and system migrations, including Office 365 implementations.</li></ul><p><br></p>
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>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>Jennifer Fukumae with Robert Half is partnering with a leading investment management firm seeking a <strong>Manager, Investment Operations</strong> to oversee investment performance, reporting, and related operational functions.</p><p>This role is ideal for someone with strong performance measurement who enjoys working cross-functionally and leading a small team. You’ll have visibility across the organization and play a key role in ensuring performance data is accurate, timely, and client-ready.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Lead daily and monthly <strong>investment performance reconciliation and reporting</strong> across mutual funds, ETFs, SMAs, and models.</li><li>Oversee pricing, NAV, performance data, and reporting accuracy.</li><li>Manage ongoing GIPS composite maintenance and support annual GIPS presentations and audits.</li><li>Coordinate performance reporting with internal teams and external partners, including custodians, consultants, and data vendors.</li><li>Review and resolve data discrepancies and help strengthen operational controls.</li><li>Partner with Fund Accounting, IT, Sales, Marketing, and other teams on reporting, product launches, audits, and special projects.</li><li>Look for opportunities to leverage <strong>AI and automation</strong> to improve recurring reporting and reconciliation processes.</li></ul><p><br></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>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.
We are looking for an Operations Administrator to support agent onboarding, licensing, and carrier contracting activities in San Diego, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys administrative work that requires close attention to detail, can manage competing priorities, and delivers a high level of service in a fast-paced environment. In this role, you will help keep licensing and contracting files accurate, complete, and moving forward on schedule while working across internal systems and insurance carrier platforms.<br><br>Responsibilities:<br>• Examine agent licensing and contracting submissions for completeness and accuracy before forwarding materials to insurance carriers.<br>• Maintain current and organized records by updating agent profiles, case details, and activity notes in Salesforce and related internal tools.<br>• Track outstanding items and proactively communicate with agents or internal partners to obtain missing documents and resolve pending requirements.<br>• Oversee contracting cases from intake through completion, ensuring each file progresses according to established timelines and quality standards.<br>• Use multiple carrier portals to submit information, monitor status updates, and follow carrier-specific procedures accurately.<br>• Manage daily workflow priorities to meet service expectations and prevent delays in appointments, licensing, and contracting activities.<br>• Partner with cross-functional teams to streamline administrative processes and improve the overall onboarding experience for agents.<br>• Deliver responsive, thorough support while handling a high volume of operational tasks and case-related inquiries.
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a leading investment management firm seeking a <strong>Manager, Investment Operations</strong> to oversee performance measurement, investment reporting, and key operational functions. This role leads the firm's performance and investment reporting function, with primary responsibility for performance reconciliation, calculation, and client-facing reporting across multiple investment products. The role also supports back-office operational activities, supervises junior team members, and partners closely with internal departments and external service providers to ensure reporting accuracy and operational excellence. The firm is known for its collaborative culture, commitment to excellence, and long-term approach to serving clients. Employees benefit from a supportive, team-oriented environment that values professionalism, continuous learning, work-life balance, and cross-functional collaboration.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily performance reconciliation and reporting, security pricing reviews, and valuation-related controls.</li><li>Review performance data and reporting outputs for accuracy prior to internal and external distribution.</li><li>Maintain and review public-facing performance information to ensure consistency and accuracy.</li><li>Prepare and oversee monthly performance reporting across various investment products.</li><li>Manage performance calculations, asset flow reporting, and related reporting deliverables.</li><li>Maintain GIPS composite data and support ongoing performance reporting requirements.</li><li>Review and approve growth and performance-related calculations and supporting reports.</li><li>Oversee preparation and submission of performance data to third-party reporting platforms and service providers.</li><li>Review operational reporting related to fund and portfolio activity.</li><li>Lead annual GIPS reporting preparation and support compliance and audit processes related to performance data.</li><li>Supervise, mentor, and cross-train team members to ensure continuity across critical processes and deliverables.</li><li>Identify and resolve reporting discrepancies, escalating issues when appropriate.</li><li>Leverage technology and AI-enabled tools to improve reporting accuracy, efficiency, and workflow automation.</li><li>Support audits, new product launches, operational initiatives, and special projects.</li><li>Partner with Operations, Fund Accounting, Technology, Marketing, Sales, Compliance, and external service providers to ensure accurate and timely reporting.</li></ul><p><strong>Being Part of the Parnassus Team Includes</strong></p><ul><li>Competitive compensation with annual bonus potential.</li><li>Comprehensive medical, dental, and vision coverage for employees and eligible dependents.</li><li>Charitable giving matching program.</li><li>Collaborative, intellectually engaging team environment.</li><li>Hybrid work schedule with commuter benefits and flexible work arrangements.</li></ul>
<p><strong>You keep the business moving when everyone else is focused on their own job.</strong></p><p>A growing professional services organization in <strong>San Marcos</strong> is looking for an <strong>Office & Operations Manager</strong> to oversee the company's day-to-day administrative infrastructure. This is much more than managing an office. You'll coordinate <strong>vendors, facilities, purchasing, employee support, budgets, systems, and internal processes</strong> while working directly with company leadership.</p><p><strong>Your responsibilities</strong></p><ul><li>Oversee daily office and workplace operations</li><li>Manage vendors, service providers, and building relationships</li><li>Coordinate office purchasing and supplies</li><li>Review invoices and operational expenses</li><li>Assist with departmental budgets</li><li>Support employee onboarding logistics</li><li>Coordinate office events and meetings</li><li>Maintain workplace policies and procedures</li><li>Oversee facilities requests and maintenance</li><li>Manage office equipment and technology needs</li><li>Develop and improve administrative workflows</li><li>Maintain operational documentation</li><li>Prepare reports for leadership</li><li>Coordinate special projects</li><li>Identify inefficiencies and recommend solutions</li></ul>
<p>Our organization is seeking a Hybrid, Finance & Operations Manager to oversee day-to-day accounting functions while supporting operational initiatives and process improvements. This is a great opportunity for an accounting or finance professional who enjoys wearing multiple hats and having a direct impact on the mission-driven non-profit organization in Asheville, North Carolina. </p><p><br></p><p>What you'll do:</p><ul><li>Manage day-to-day accounting activities, including Accounts Payable, Accounts Receivable, and bank reconciliations</li><li>Assist with payroll processing and related accounting</li><li>Track and properly allocate expenses and revenue to<strong> </strong>grants and funding sources</li><li>Support the annual audit process, including preparing schedules, documentation, and responding to requests</li><li>Assist with month-end close and financial reporting as needed</li><li>Monitor purchasing and organizational expenses</li><li>Develop, document, and implement Standard Operating Procedures (SOPs) to improve consistency and efficiency</li><li>Identify opportunities to improve processes, controls, and overall operational efficiency</li><li>Partner with leadership and staff across the organization on financial and operational initiatives</li><li>Take ownership of special projects and other responsibilities as needed</li></ul>
<p>Very large and profitable Fortune 500 publicly traded company located in Central Morris County is seeking a Finance Manager to add to their team to support a major business division. The successful candidate will have and Accounting or Finance degree and 5+ years of Finance or Accounting experience in either corporate FP&A, general accounting and reporting or straight public accounting. MBA is preferred here but not required. Here is a summary of some of the keys to the position:</p><ul><li>Develop and analyze monthly and periodic forecasts, annual business plans, and strategic financial planning initiatives</li><li>Create financial and operational models and interpret KPIs and financial results to help identify, plan, prioritize and evaluate projects</li><li>Conduct research and analyze data to generate actionable insights to solve complex business problems and improve performance</li><li>Draft materials to present information to senior leadership and stakeholders throughout the company</li></ul><p><br></p><p>This is a multi-billion revenue company with International Operations. The successful candidate will be involved in forecasting, budgeting, variance analysis and P&L analysis. Very high exposure to Sr. Management in this position. Recent MBA is preferred as well with good financial analysis and modeling skills. Need very strong EXCEL skills along with some light supervisory experience. The company offers a very competitive salary in the $120-140K range plus 10-15% target bonus depending on experience, plus great benefits and high exposure with upside potential to grow your career. </p>