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18 results for Operations Manager Financial Services in Concord, CA

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

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

Branch Operations Manager | Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations Manager. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-13T00:00:00Z

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

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-07-17T00:00:00Z

Investment Operations Specialist - Global Money Manager

Larkspur, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities:• Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion.• Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs.• Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to portfolio activity.• Maintain clear communication with external operational partners to facilitate correct trade processing and quickly address breaks or delays.• Complete daily reconciliations across cash, holdings, and transaction records, researching discrepancies and supporting prompt resolution.• Track corporate action events and help process elections, postings, and follow-up reconciliation with third-party providers.• Prepare transaction cost analysis reports for securities and currency activity and contribute to the review of trading expense trends.• Support the creation of client, compliance, and regulatory reporting by gathering accurate operational data and validating outputs.• Contribute to adherence with applicable regulatory standards and reporting obligations through careful execution of operational controls.
2026-07-11T00:00:00Z

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

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-08-11T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-07-27T00:00:00Z

Asset Manager

Stockton, CA
onsite
Temporary / Contract
27.55 - 31.9 USD / Hourly
We are looking for an experienced Property Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards. Responsibilities:• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.Proper
2026-08-13T00:00:00Z

Office Manager

Palo Alto, CA
onsite
Temporary / Contract
22 - 31 USD / Hourly
Key Responsibilities<ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li></ul>
2026-07-30T00:00:00Z

Office Manager

Mountain View, CA
onsite
Temporary / Contract
25 - 35 USD / Hourly
Key Responsibilities<ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li></ul>
2026-07-30T00:00:00Z

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

Legal Operations Specialist

San Francisco, CA
remote
Temporary / Contract
35 - 45 USD / Hourly
Our client, an innovative technology company, is seeking a Legal Operations Specialist to provide short-term support to its Privacy, Product, and Marketing Legal team with the processing and coordination of Data Subject Access Requests (DSARs). The Legal Operations Specialist will support privacy-related legal workflows by coordinating with outside counsel and internal stakeholders, organizing and tracking information and documentation, managing follow-up items and deadlines, and helping requests progress efficiently through established processes. The ideal candidate will have demonstrated experience supporting in-house legal, legal operations, privacy, or compliance functions and be able to quickly learn new processes and independently manage detailed, time-sensitive work with limited ramp-up. While the ability to report onsite in San Francisco is preferred, our client is open to remote candidates for this 2–3-month contract need.Responsibilities<ul><li>Support the intake, processing, tracking, and completion of Data Subject Access Requests (DSARs). </li><li>Coordinate with outside counsel and internal stakeholders throughout the DSAR process. </li><li>Gather, organize, and maintain information and documentation associated with privacy requests. </li><li>Track requests, deadlines, outstanding items, stakeholder responses, and required follow-up through completion. </li><li>Communicate with appropriate internal teams to obtain information and keep requests progressing within established timelines. </li><li>Maintain accurate and organized records of requests, communications, documentation, and completed work. </li><li>Support privacy and compliance workflows involving sensitive personal and confidential information. </li><li>Identify missing information, discrepancies, or outstanding action items and coordinate appropriate follow-up. </li><li>Manage multiple concurrent requests and priorities while maintaining accuracy and consistent follow-through. </li><li>Learn established legal processes, systems, and workflows quickly and independently manage assigned responsibilities. </li><li>Escalate substantive legal questions and issues requiring attorney review to the appropriate members of the legal team. </li></ul>
2026-08-12T00:00:00Z