<p>We are looking for a Property Manager to oversee daily operations for residential and commercial assets. This Long-term Contract position is ideal for a detail-oriented candidate who can balance tenant service, financial oversight, and building performance while protecting property value. The role requires strong judgment, attention to detail, and the ability to coordinate leasing, maintenance, and compliance activities in a fast-paced real estate environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct the day-to-day management of assigned properties, ensuring smooth building operations across residential and commercial spaces.</p><p>• Prepare and monitor operating budgets, review financial performance, track variances, and take corrective steps to keep expenses aligned with plans.</p><p>• Support rent collection, payment processing, account reconciliation, and month-end financial activities with accuracy and timeliness.</p><p>• Address tenant concerns promptly, enforce occupancy standards, and maintain positive client relationships through responsive service.</p><p>• Coordinate repairs, preventive maintenance, and vendor work to keep building systems functioning effectively and properties well maintained.</p><p>• Oversee leasing activity by assisting with lease documentation, renewals, and negotiations for new or existing tenants.</p><p>• Maintain site safety and security measures by working with service providers, upholding building procedures, and responding to urgent issues when needed.</p><p>• Ensure compliance with applicable federal, state, and local regulations, including property-related documentation and operational requirements.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013513544** </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 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>
<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>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>
We are looking for an Office Manager to oversee the daily workplace experience for a contract position based in California. This role is ideal for someone who takes pride in creating an organized, welcoming, and well-supported office environment for employees and visitors alike. You will coordinate office operations, manage supplies and logistics, and contribute to team events and employee support activities that help the workplace run smoothly.<br><br>Responsibilities:<br>• Shape a comfortable office environment by coordinating workspace setup, organizing shared areas, and enhancing the overall employee and guest experience.<br>• Maintain appropriate inventory levels for office materials, refreshments, and kitchen essentials by planning recurring orders and monitoring usage trends.<br>• Welcome visitors, while coordinating their arrival experience and ensuring attentive front-of-office support.<br>• Assist with planning internal gatherings such as team celebrations, offsite events, and culture-building activities that strengthen employee engagement.<br>• Oversee incoming and outgoing mail, package handling, and shipment coordination, including the movement of company hardware when needed.<br>• Support onboarding and offboarding logistics by arranging equipment orders, shipping materials to remote team members, and recovering company devices at the end of employment.<br>• Coordinate the selection and purchasing of branded merchandise to support employee engagement and company representation.<br>• Work with external vendors and service providers to keep office operations running efficiently and address day-to-day administrative needs.
<p><strong>Key Responsibilities:</strong></p><ul><li>Manage daily <strong>office operations, facilities, and administrative needs</strong></li><li>Coordinate <strong>vendors, office supplies, inventory, and maintenance requests</strong></li><li>Support <strong>meetings, events, conference rooms, and office logistics</strong></li><li>Serve as a point of contact for <strong>employees, visitors, and vendors</strong></li><li>Assist with <strong>onboarding, scheduling, expenses, and general administrative support</strong></li><li>Identify opportunities to improve <strong>office processes and employee experience</strong></li></ul><p><br></p>
<p>We are looking for an Office Manager to help create a welcoming workplace experience in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys supporting daily office operations, coordinating events, and ensuring employees, visitors, and candidates feel well cared for. The role combines front-of-house professionalism with administrative coordination, workplace support, and strong attention to detail. You will play an important part in maintaining an organized, efficient, and community-focused office environment.</p><p><br></p><p>Responsibilities:</p><p>• Create a positive front-desk and in-office experience by greeting employees, guests, and candidates with professionalism and a hospitality-focused approach.</p><p>• Maintain reception areas and common spaces so they remain tidy, functional, and inviting throughout the workday.</p><p>• Manage the in-office retail area by placing orders, replenishing stock, and monitoring inventory levels for branded merchandise.</p><p>• Compile recurring security reports, track workplace incidents, and highlight patterns or trends for internal review.</p><p>• Coordinate onsite gatherings such as team events, social functions, and happy hours, including logistics, vendor communication, budget tracking, and promotional materials.</p><p>• Work with internal teams to monitor, collect, and return eligible branded packages as needed.</p><p>• Collaborate with workplace partners and cross-functional stakeholders to support office projects and ongoing operational initiatives.</p><p>• Assist with workplace processes and systems, including employee departures, visitor management workflows, expense-related tools, and general office service requests.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013515890**</p>
We are looking for a dependable Office Manager to support daily operations and help keep administrative and financial activities running smoothly. This Long-term Contract position calls for someone who can balance executive support with accurate bookkeeping while managing competing priorities effectively. The ideal candidate is organized, discreet, and comfortable handling both office coordination and financial recordkeeping in a fast-paced environment.<br><br>Responsibilities:<br>• Provide day-to-day administrative support to leadership, including coordinating schedules, preparing documents, and managing general office workflows.<br>• Maintain accurate financial records by processing invoices, tracking payments, supporting payroll activities, and reconciling bank transactions.<br>• Oversee front office operations by greeting visitors, handling incoming communications, and ensuring a detail-oriented and responsive office environment.<br>• Monitor inventory levels for office materials and place orders as needed to keep supplies stocked and operations uninterrupted.<br>• Manage accounts payable tasks, organize supporting documentation, and help ensure timely and accurate payment processing.<br>• Prepare, file, and maintain organizational records, reports, and correspondence with a high degree of accuracy and confidentiality.<br>• Prioritize multiple assignments independently, resolve routine administrative issues, and support efficient office operations across the organization.<br>• Assist with bookkeeping and clerical processes using business software such as QuickBooks, Microsoft Office, Outlook, and Adobe Acrobat.
<p>We are looking for an organized Office Manager to support daily administrative operations for a contract position based in California. This role will help create an efficient workplace by coordinating front-office activities, keeping supplies and records in order, and assisting with financial administration. The ideal candidate is detail-oriented, service-minded, and comfortable balancing multiple priorities in a well-organized office setting.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day office activities to ensure the workplace runs smoothly and efficiently.</p><p>• Coordinate purchasing for office materials and vendor needs while monitoring inventory levels to prevent shortages.</p><p>• Maintain organized supply storage and track usage to support uninterrupted business operations.</p><p>• Welcome visitors, answer incoming calls, and provide attentive front-desk support for employees and guests.</p><p>• Manage general administrative records, correspondence, and routine office documentation.</p><p>• Support scheduling, meeting coordination, and other operational tasks that contribute to an orderly office environment.</p>
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p>1. Supervises and participates in the daily operations of the assigned college’s Business Services </p><p>Department; leads the preparation of financial performance statements for the operating budget </p><p>of the campus; coordinates financial information flow with the District Office; reconciles budgets </p><p>and produces general ledger and other summary documents; supports fiscal management by </p><p>providing information and consultation on issues, designing forms, charts, or spreadsheets as </p><p>requested. </p><p>2. Performs continuous internal audit of campus financial data and documents to ensure accuracy, </p><p>completeness and compliance with District policies and procedures and applicable government </p><p>regulations; develops and maintains documents and records of transactions to support internal </p><p>and external audits; reviews and verifies the financial management of assigned staff and budget </p><p>officers. </p><p>3. Oversees and prepares periodic financial statements for general fund accounts, grants, and other </p><p>special programs; reviews budget allocations, compiles financial data and prepares reports in </p><p>accordance with financial reporting requirements; assists with year-end closing by preparing </p><p>adjusting entries for college operating and categorical budgets; provides year-end fiscal reports </p><p>for categorical funds. </p><p>4. Conducts special financial research or analytical studies to assist administrators in the </p><p>formulation of new policies and planning of new or revised programs; monitors the financial </p><p>performance of special projects, funds, and grants, preparing mandated compliance reports as </p><p>required; establishes internal controls for monitoring approved budgets; conducts various finan</p><p>cial studies to support budget, project, and grant proposals. </p><p>5. Prepares budget transfers or journal vouchers for corrections or adjustments to the budget; </p><p>reviews expense requisitions for compliance and analyzes and resolves budget variances with </p><p>department heads; receives, reviews and approves budget and expenditure transfers, accounting </p><p>entries and transactions to ensure conformance with funding requirements. </p><p>6. Oversees and participates in approving purchase requisitions for appropriateness and budgetary </p><p>compliance; verifies completeness and conformance of requests and processes requests for the Human Resources Office </p><p>purchase; receives, reviews, and approves requests for checks, warrants, claims, and expense</p>
<p>We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
<p>We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for our Oakland, California team. This role will oversee close activities, maintain the integrity of the general ledger, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to improve day-to-day processes while maintaining compliance.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee accounting operations and supervise a small accounting team</li><li>Record monthly journal entries and bank reconciliations</li><li>Reconcile GL, AR, and AP accounts</li><li>Process payroll and 401(k) transactions</li><li>Track AP aging and support audit activities</li></ul>
<p><strong>Membership Manager</strong></p><p><strong>Brief Job Description:</strong></p><p>The Membership Manager oversees membership recruitment, retention, engagement, and service to support organizational growth and member satisfaction.</p><p><strong>Responsibilities:</strong></p><ul><li>Develop and manage membership outreach and retention efforts</li><li>Serve as the primary contact for member inquiries and concerns</li><li>Track membership renewals, applications, and database accuracy</li><li>Coordinate member events, communications, and benefits</li><li>Analyze membership trends and prepare performance reports</li><li>Collaborate with marketing and leadership on engagement strategies</li></ul>
<p>Robert Half Management Resources is looking for an experienced payroll manager to oversee large-scale payroll operations for one of our clients on an interim basis. This is a high-visibility, hands-on leadership role designed for an operational expert who thrives in high-volume, complex environments and excels at day-to-day execution and process improvement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and mentor a team of payroll specialists, fostering a culture of accuracy, accountability, and continuous professional development.</p><p>• Oversee the end-to-end processing and execution of US payroll for a massive population (100K+ employees), ensuring flawless execution, compliance, and timeliness across pay cycles.</p><p>• Drive the daily leverage and optimization of Workday Payroll, ensuring system capabilities are fully utilized to streamline workflows, auditing, and reporting.</p><p>• Ensure strict adherence to federal, state, and local payroll tax regulations, healthcare-specific labor requirements, and internal audit controls.</p><p>• Serve as the primary operational contact for key partners across HR, Finance, and Enterprise Systems to ensure alignment and resolve operational inquiries promptly.</p><p>• Identify operational bottlenecks, streamline day-to-day workflows, and implement scalable best practices to modernize and stabilize payroll delivery.</p>
<p>Our innovative client is looking to implement a new payroll software. That means the FTE will be forced to lead that project. This creates a 3–6-month consulting role for a highly trained payroll professional. If you are ready to start a new role and are ok going onsite in Menlo Park 2 days/week, please apply today. Our client has salaried and hourly employees, almost entirely in California. If you processed payroll and booked the journal entries, then you will onboard seamlessly. This role is an individual contributor position (no direct reports). It is 40 hours/week (except holidays). Pay is up to $70/hr. regular time and $105/hr. overtime. The role does not have any software requirements. </p><p><br></p><p>Ideal start date is October 5th. If you are ready to interview this week, apply today!</p>
<p>We are looking for an experienced Payroll Manager to lead accurate and timely payroll operations for a large, multi-state workforce in Novato, California. This position oversees the complete payroll cycle, ensures compliance with applicable wage and tax regulations, and supports smooth processing for bi-monthly payroll runs. The ideal candidate brings strong operational leadership, deep payroll expertise, and hands-on experience in a high-volume environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop the payroll team, ensuring accurate, timely processing and excellent employee support.</li><li>Oversee multi-state payroll operations, including pay calculations, deductions, taxes, timekeeping, and payroll records.</li><li>Review payroll data, resolve discrepancies, and manage special payments, corrections, and employee changes.</li><li>Ensure compliance with payroll laws, tax regulations, audits, and company policies.</li><li>Partner with HR, Finance, and benefits teams to support payroll accuracy, reporting, and reconciliations.</li><li>Prepare payroll reports, maintain documentation, and safeguard confidential employee information.</li><li>Improve payroll processes, controls, systems, and workflows to enhance efficiency and service quality.</li><li>Serve as the primary resource for payroll issues and support payroll-related projects and system initiatives.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PAYROLL MANAGER </strong></p><p>We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.</p><p>• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.</p><p>• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.</p><p>• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.</p><p>• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.</p><p>• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.</p><p>• Ensure timely submission of payroll-related filings and reports to regulatory agencies.</p><p>• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.</p><p>• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.</p>
<p><strong>Position Overview:</strong></p><p>We are seeking an experienced <strong>Community Manager</strong> to oversee the daily operations of an affordable housing property or portfolio. The ideal candidate will have strong knowledge of affordable housing programs, property management operations, resident relations, leasing, compliance, and staff supervision. This role requires a hands-on professional who can maintain high occupancy, ensure regulatory compliance, and support a positive resident experience. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day property operations for an affordable housing community, including leasing, rent collections, maintenance coordination, and resident services. Based on general knowledge.</li><li>Ensure compliance with affordable housing regulations and programs such as LIHTC, HUD, Section 8, and other applicable local, state, and federal requirements. Based on general knowledge.</li><li>Supervise onsite staff, including leasing, maintenance, and administrative team members. Based on general knowledge.</li><li>Monitor occupancy, delinquency, and budget performance, and implement strategies to meet operational goals. Based on general knowledge.</li><li>Conduct resident relations activities, respond to concerns, and help resolve escalated issues professionally and promptly. Based on general knowledge.</li><li>Oversee recertifications, file audits, inspections, and reporting to ensure compliance standards are met. Based on general knowledge.</li><li>Coordinate with vendors, contractors, and internal teams to maintain property standards and address capital or repair needs. Based on general knowledge.</li><li>Prepare reports related to property performance, compliance, and resident matters. Based on general knowledge.</li></ul>
<p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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>
<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>Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid</strong></p><p><br></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>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/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>