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8 results for Operational Risk Analysis Manager in Concord, CA

Operational Strategic Analyst

Walnut Creek, CA
remote
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for an Operational Strategic Analyst to join our remote team and help translate complex data into meaningful business guidance. This position offers the chance to work closely with leaders across the organization, create insightful reporting tools, and support decisions that drive performance and growth. The ideal candidate brings strong analytical ability, comfort with financial modeling, and a proactive approach to improving how information is used across the business. Responsibilities:• Create and manage executive-level dashboards and recurring reports using Excel and business intelligence platforms such as Power BI, Tableau, or Looker.• Evaluate key performance indicators to uncover trends, measure results, and highlight opportunities to improve operational and financial outcomes.• Prepare clear analyses, summaries, and presentations that equip leadership with practical recommendations for strategic planning.• Perform pricing reviews, cost modeling, and scenario-based analysis to support business decisions and planning activities.• Handle high-volume analytical assignments during busy business periods while maintaining accuracy and meeting deadlines.• Collaborate with cross-functional teams to streamline reporting workflows and improve the consistency and accessibility of business data.• Support data integration and reporting alignment across platforms, including Salesforce and other internal systems.• Conduct ad hoc financial and variance analysis to explain performance changes and support emerging business needs.
2026-08-06T00:00:00Z

Operations Manager

San Ramon, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager 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. 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. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-08-12T00:00:00Z

Operations Manager | Investment Firm

Orinda, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time. Business & Operations <ul><li>Manage relationships and day-to-day coordination with external service providers and business partners.</li><li>Review, reconcile, and maintain operational files, reports, and documentation.</li><li>Coordinate wires and other financial transactions in accordance with established processes and controls.</li><li>Manage contracts, including key dates, renewals, and documentation.</li><li>Support recurring operational processes and identify opportunities to improve efficiency.</li><li>Partner with internal stakeholders and external providers to ensure projects are completed accurately and on time.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Expand responsibilities over time based on experience, strengths, and interests.</li></ul>Office & Executive Support <ul><li>Help oversee the day-to-day operations of the firm’s East Bay office.</li><li>Coordinate office needs and serve as a point of contact for vendors and service providers.</li><li>Provide light administrative and executive support to firm leadership.</li><li>Assist the CFO with select administrative and coordination needs; this role will not be responsible for calendar management or day-to-day scheduling.</li></ul>
2026-08-13T00:00:00Z

Operations Manager – Build Your Future in a Growing $2B RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Some operations roles are about keeping the lights on. This one is about helping shape how a growing $2B wealth management firm operates. California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an Operations Manager to step into a high-impact role created through a planned succession. 💰 $110K + Bonus + 3% 401(k) Match📍 San Ramon 📈 $2B AUM | ~30 years in business 🚀 Why This Role Is DifferentYou’ll work directly with the COO and current Operations Manager, receiving hands-on training and significant knowledge transfer as you grow into the role.This isn't a narrow operations position. You’ll have visibility across operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives.You’ll be expected to spot problems, build solutions, and actually get things done.🛠️ What You’ll Own<ul><li>Lead operational projects from planning through implementation</li><li>Identify opportunities to improve workflows and efficiency</li><li>Partner with leadership on firmwide initiatives</li><li>Support technology implementations and process improvements</li><li>Coordinate HR initiatives, onboarding/offboarding, and employee matters</li><li>Work cross-functionally with Compliance</li><li>Serve as a go-to resource for operational questions</li><li>Help drive projects that improve the way the firm operates</li></ul>
2026-08-10T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-07-31T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-08-13T00:00:00Z

Marketing Operations Manager

San Francisco, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Marketing Operations Manager to support high-impact marketing execution on a Long-term Contract opportunity. This role is ideal for an organized candidate who can keep campaigns, lead workflows, and platform processes running efficiently across several marketing functions. The person in this role will work closely with internal stakeholders and external partners to deliver accurate, timely execution while helping strengthen operational consistency and reporting. Responsibilities:• Manage the full campaign delivery cycle using Marketo, HubSpot, or a comparable automation platform alongside Salesforce, from setup and audience selection through launch, measurement, and performance reporting.• Oversee inbound marketing requests, lead routing activities, and file-based data uploads, including large-volume lists tied to events, webinars, and trade shows.• Develop and maintain campaign tracking frameworks and support paid demand generation efforts with accurate operational execution and monitoring.• Collaborate with teams across growth marketing, lifecycle marketing, paid media, and content to coordinate timelines, align deliverables, and support campaign goals.• Work with outside marketing operations vendors or agency partners to keep projects moving on schedule and ensure execution meets quality standards.• Review existing workflows to uncover inefficiencies, recommend better processes, and create clear documentation to improve team operations.• Monitor campaign data quality and help maintain dependable records that support reporting, lead management, and downstream marketing activity.
2026-08-11T00:00:00Z

Operations Manager – Succession Opportunity + Leadership Gro

Oakland, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Some operations roles are about keeping the lights on.This one is about helping shape how a growing $2B wealth management firm operates. California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an Operations Manager to step into a high-impact role created through a planned succession. 💰 $90K–$110K + Bonus + 3% 401(k) Match📍 San Ramon 📈 $2B AUM | ~30 years in business 🚀 Why This Role Is DifferentYou’ll work directly with the COO and current Operations Manager, receiving hands-on training and significant knowledge transfer as you grow into the role.This isn't a narrow operations position. You’ll have visibility across operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives.You’ll be expected to spot problems, build solutions, and actually get things done. 🛠️ What You’ll Own<ul><li>Lead operational projects from planning through implementation</li><li>Identify opportunities to improve workflows and efficiency</li><li>Partner with leadership on firmwide initiatives</li><li>Support technology implementations and process improvements</li><li>Coordinate HR initiatives, onboarding/offboarding, and employee matters</li><li>Work cross-functionally with Compliance</li><li>Serve as a go-to resource for operational questions</li><li>Help drive projects that improve the way the firm operates</li></ul>
2026-08-10T00:00:00Z