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11 results for It Operations Manager in Concord, CA

Operations Manager
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 195000 USD / Yearly
  • <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 Director | 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>
  • 2026-10-09T00:00:00Z
Operations Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Branch Operations Manager</p><p>&#128205; San Francisco, CA (On-Site)</p><p>&#127970; Respected Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
  • 2026-10-15T00:00:00Z
Director of Business Operations
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 225000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Business Operations</p><p>&#128205; Larkspur, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p><strong>About the Opportunity</strong></p><p>A highly respected employee-owned investment management firm is seeking a <strong>Director of Business Operations</strong> to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations.</p><p><br></p><p>The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm&#39;s long-term growth, operational excellence, and organizational development. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm&#39;s long-term growth.</li></ul><p><strong>Why Join?</strong></p><ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-14T00:00:00Z
Wealth Management Firm - Operations Director
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <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 Director | Boutique Wealth Management Firm | Mill Valley; Hybrid - 3 Days onsite </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>
  • 2026-10-20T00:00:00Z
Network/Systems Manager
  • Livermore, CA
  • onsite
  • Temporary to Hire
  • 65 - 70 USD / Hourly
  • <p>We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. </p><p><br></p><p>The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. </p><p><br></p><p>When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively.</p><p><br></p><p>Responsibilities:</p><p>•<strong>Key Responsibilities</strong></p><ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul><p><br></p>
  • 2026-10-08T00:00:00Z
Operations Director - Boutique Wealth Management
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 180000 USD / Yearly
  • <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 Director | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</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>
  • 2026-10-20T00:00:00Z
Office Manager
  • Redwood Citgy, CA
  • onsite
  • Permanent / Full Time
  • 94000 - 104000 USD / Yearly
  • We are looking for an experienced Office Manager to oversee daily administrative and accounting activities in our Redwood Citgy, California office. This position combines front-office coordination with hands-on financial support, including billing, payroll assistance, and month-end processes. The ideal candidate brings strong organizational skills, confidence with spreadsheets and office systems, and the ability to keep operations running smoothly in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day office operations, ensuring the workplace remains organized, efficient, and fully supported.<br>• Handle accounts payable and accounts receivable activities, including invoice processing, payment tracking, and account follow-up.<br>• Prepare customer billing and maintain accurate financial records to support timely reporting.<br>• Assist with payroll administration by collecting, verifying, and organizing employee time and payment information.<br>• Support month-end close activities and help compile financial data for regular reporting.<br>• Maintain office inventory by monitoring supply levels, placing orders, and coordinating with vendors as needed.<br>• Provide front-desk and receptionist support by greeting visitors, answering calls, and directing inquiries professionally.<br>• Use Excel and other office technology tools to organize data, create reports, and improve administrative workflows.
  • 2026-10-15T00:00:00Z
Office Manager
  • Richmond, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We&#39;re seeking a proactive, organized, and resourceful Office Manager to oversee daily office operations and serve as the central point of coordination across administrative functions. This individual will be responsible for ensuring the office runs efficiently while providing support to leadership, managing vendor relationships, coordinating facilities needs, and fostering a positive workplace environment.</p><p><br></p><p>The ideal candidate is a natural problem-solver who thrives in a fast-paced environment, can manage competing priorities, and brings strong communication and organizational skills. This role requires someone who is comfortable taking ownership of projects, improving processes, and supporting both employees and leadership teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee day-to-day office activities and ensure smooth business operations.</li><li>Manage office supplies, equipment, and inventory, maintaining relationships with vendors and service providers.</li><li>Coordinate office maintenance, repairs, and facilities-related requests.</li><li>Ensure conference rooms, common areas, and office spaces remain professional and organized.</li><li>Provide administrative support to leadership and cross-functional teams.</li><li>Prepare correspondence, reports, presentations, and meeting materials.</li><li>Handle confidential information with professionalism and discretion.</li><li>Serve as the primary contact for vendors, contractors, and building management.</li><li>Manage purchase orders, invoices, and office-related budgets.</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Office Manager
  • San Jose, CA
  • onsite
  • Temporary to Hire
  • 26.125 - 30.25 USD / Hourly
  • We are looking for an organized Office Manager to support daily administrative operations in California. This contract opportunity is ideal for someone who enjoys creating an efficient workplace, coordinating front-office activities, and keeping essential office functions running smoothly. The person in this role will help maintain a well-organized environment while supporting supply management, vendor coordination, and routine financial administration.<br><br>Responsibilities:<br>• Oversee day-to-day office operations to ensure the workplace remains organized, efficient, and fully supported.<br>• Manage purchasing for office materials and track inventory levels so teams have the supplies they need.<br>• Coordinate with vendors and service providers to maintain smooth administrative and facility-related support.<br>• Handle reception responsibilities by welcoming visitors, answering incoming communications, and directing inquiries appropriately.<br>• Support accounts payable activities, including reviewing invoices and assisting with timely processing of payments.<br>• Maintain administrative records, organize office documentation, and help streamline routine support tasks.<br>• Assist with scheduling, internal coordination, and general office logistics to keep daily operations on track.
  • 2026-10-23T00:00:00Z
Office Manager
  • Livermore, CA
  • onsite
  • Temporary to Hire
  • 30 - 35 USD / Hourly
  • <p>Robert Half&#39;s construction client is looking for an organized and proactive Office Manager to support daily business operations in Livermore, CA. This contract-to-permanent position is ideal for someone who can balance office coordination, administrative support, and human resources tasks in a fast-paced construction environment. The right candidate will help keep internal processes efficient, maintain accurate employee records, lead onboarding training, and contribute to a well-organized and well-run workplace.</p><p><br></p><p>Office Manager Responsibilities:</p><p>• Lead the coordination of new employee onboarding, including orientation scheduling and preparation of employment materials.</p><p>• Maintain personnel records and related documentation with a high level of accuracy, discretion, and organization.</p><p>• Assist with employment updates such as status changes, separations, benefits support, and other HR-related paperwork.</p><p>• Provide day-to-day administrative support by organizing meetings, managing calendars, and handling internal office communication.</p><p>• Create and update business documents such as reports, spreadsheets, presentations, and written correspondence.</p><p>• Support filing, data entry, record retention, and general document management for office and project teams.</p><p>• Monitor office supply levels, place orders as needed, and help manage equipment and shared workspace organization.</p><p>• Coordinate with outside vendors and service providers to support smooth office operations.</p><p>• Assist with compliance-related tracking, including training records, certifications, workers’ compensation documentation, and employment forms.</p><p><br></p><p>If you are interested in this Office Manager position, please submit your resume today!</p>
  • 2026-10-23T00:00:00Z
Office Manager
  • Half Moon Bay, CA
  • onsite
  • Temporary / Contract
  • 28 - 32 USD / Hourly
  • <p>Office Manager / Accounts Payable Specialist</p><p><strong>Location:</strong> Half Moon Bay, CA</p><p><strong>Schedule:</strong> Full-Time, Monday–Friday, Onsite</p><p>Position Overview</p><p>We are seeking a dependable and organized Office Manager / Accounts Payable Specialist to support daily office operations and manage vendor payments for a growing organization. This role is split approximately 50/50 between office management and accounts payable, making it ideal for someone who enjoys balancing administrative responsibilities with hands-on accounting support.</p><p>The ideal candidate has prior experience working in an office environment, is comfortable communicating with vendors and external partners, and takes pride in keeping both the office and financial processes running smoothly. This individual will also provide direct administrative support to the CEO and assist with coordinating meetings, maintaining documentation, and managing day-to-day office needs.</p><p>Key Responsibilities</p><p><strong>Accounts Payable &amp; Vendor Management</strong></p><ul><li>Process approximately 80 vendor invoices per week during peak periods, ensuring accurate and timely entry and payment.</li><li>Manage relationships with frequently used vendors, including coordinating orders, resolving invoice discrepancies, and responding to payment inquiries.</li><li>Maintain vendor records and communicate with vendors regarding invoices, outstanding balances, and documentation.</li><li>Support recurring vendor relationships throughout the year and help coordinate services as business needs arise.</li><li>Organize and maintain accounts payable records to ensure accurate financial documentation.</li><li>Assist with the annual financial audit by gathering invoices, payment records, and supporting documentation requested by the external CPA firm.</li></ul><p><strong>Office Management &amp; Administrative Support</strong></p><ul><li>Provide day-to-day administrative support to the CEO, including scheduling meetings, coordinating calendars, and helping facilitate Zoom and Microsoft Teams meetings.</li><li>Serve as a point of contact for office-related needs, vendors, service providers, and external stakeholders, including landowners.</li><li>Maintain a professional and organized office environment, ensuring supplies, equipment, and shared spaces are properly maintained.</li><li>Coordinate with IT support providers to resolve technical issues and maintain office equipment and systems.</li><li>Oversee office supplies, coffee machines, equipment servicing, and other general office needs.</li><li>Assist with document collection, organization, filing, and retrieval for internal business needs and external requests.</li><li>Support general office administration and special projects as needed.</li></ul><p><br></p>
  • 2026-10-12T00:00:00Z