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52 results for Learning And Development Manager in Livermore, CA

Recruiter

Oakland, CA
onsite
Temporary / Contract
27.00 - 32.00 USD / Hourly
BASIC FUNCTIONThe Talent Development Associate is responsible for recruiting outstanding teachers, leaders, and classified staff and supporting them through their early employee development experiences. Under the supervision of the Director of Talent Development, this role partners with cross-functional HR team members to support a network of schools or central office functions.The Talent Development Associate oversees recruitment, selection, and placement, and manages orientation, onboarding, and induction programs for early career staff.This role maintains strict confidentiality of all personnel matters, including sensitive employee relations information. ESSENTIAL FUNCTIONSRecruitment, Screening and Placement<ul><li>Develop and execute sourcing strategies to attract both active and passive candidates, building diverse talent pipelines.</li><li>Build and maintain relationships with colleges, universities, and professional organizations to generate qualified candidates.</li><li>Support pipeline programs that bring educators and fellows into the organization.</li><li>Create recruitment marketing strategies using online platforms and outreach initiatives.</li><li>Design and implement selection processes to identify top candidates.</li><li>Coordinate pre-employment screening, candidate communication, and hiring compliance.</li><li>Partner with hiring managers and interview panels throughout the selection process.</li><li>Manage candidate communication in a timely and professional manner.</li><li>Coordinate placement of student teachers and program participants from partner institutions.</li><li>Post job openings across multiple platforms (e.g., EdJoin, universities, job boards, professional associations).</li></ul> Talent Development & Onboarding<ul><li>Plan and facilitate new hire orientation and onboarding programs.</li><li>Oversee induction and mentoring programs, including matching new hires with coaches/mentors.</li><li>Develop and deliver training, coaching, and professional development programs for early career staff.</li><li>Support coaching programs, feedback processes, and performance development initiatives.</li><li>Partner with academic institutions to support practicum and internship experiences.</li><li>Assist with intern program design and training initiatives.</li><li>Manage support programs for new and probationary employees.</li></ul> Cross-Functional Collaboration<ul><li>Partner with HR, staffing, and operational teams to support workforce planning and hiring needs.</li><li>Maintain accurate records across the full employee lifecycle to ensure compliance and data integrity.</li><li>Provide training to hiring managers on best practices in recruitment, selection, and onboarding.</li><li>Support planning and execution of talent-related events and initiatives.</li></ul>
2026-06-12T18:58:41Z

Wealth Associate | Established RIA Firm!

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 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 is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-18T04:28:44Z

Client Service Associate | Reputable Firm in SF

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-19T07:08:30Z

Office Manager

Lafayette, CA
onsite
Temporary to Hire
30.00 - 35.00 USD / Hourly
We are looking for an Office Manager to support the day-to-day administrative and operational needs of an early childhood education campus in CA.. This contract position with the potential to become permanent will serve as a central point of coordination for school staff, families, and leadership, helping create an organized and welcoming environment. The role combines front office oversight, records management, onboarding support, compliance administration, and event coordination to keep school operations running efficiently. Responsibilities:• Manage front office activity by greeting visitors, responding to incoming calls and inquiries, and ensuring families and staff receive timely assistance.• Oversee the student enrollment process from initial interest through re-enrollment, including tour scheduling, application tracking, waitlist coordination, and family communications.• Maintain complete and accurate student documentation in digital and paper files, including health records, consent forms, immunization data, and other required materials.• Provide administrative support for onboarding by assembling new employee paperwork, tracking completion of required documents, and updating personnel records.• Monitor staff training and compliance documentation while supplying teachers with current classroom rosters, emergency details, and other essential information.• Assist with regulatory reporting and school compliance tasks, including record upkeep, incident documentation, immunization submissions, and parent health notifications.• Help coordinate campus safety and facility-related activities by arranging vendor visits, supporting drill scheduling, gathering project estimates, and tracking maintenance needs.• Contribute to school events and special projects, such as organizing picture day logistics and supporting leadership with ongoing operational priorities.• Track office supply needs and maintain an orderly administrative workspace to support uninterrupted daily operations. If you are interested in this position, please apply today!
2026-06-18T23:34:05Z

Experienced Senior Accountant - Admired Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
140000.00 - 170000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams. A highly respected and admired institutional investment firm is seeking a Senior Accountant to join its team. This is a unique opportunity for an accounting professional who wants to move beyond traditional fund accounting and into a broader role encompassing fund oversight, operational risk management, process improvement, vendor management, and investor reporting across a diverse portfolio of alternative investment strategies. This role truly serves as a business partner to the organization, overseeing third-party fund administrators and ensuring the accuracy, integrity, and efficiency of financial reporting and operational processes. The ideal candidate is technically strong, intellectually curious, and excited about gaining exposure to a wide range of investment vehicles, including private equity, venture capital, hedge funds, real assets, public markets, and multi-asset fund structures. In this role, you will have the opportunity to gain:<ul><li>Exposure to multiple alternative asset classes and investment strategies</li><li>Opportunity to oversee complex fund structures rather than perform day-to-day accounting entries</li><li>Significant interaction with fund administrators, auditors, legal teams, client service professionals, and investment teams</li><li>Broad operational and financial oversight responsibilities</li><li>Highly collaborative and intellectually rigorous environment</li><li>Strong emphasis on continuous learning and professional development</li><li>Hybrid work environment with excellent work-life balance</li><li>Outstanding employee and family benefits package</li></ul>As a Senior Accountant within the team, you will play a critical role in overseeing accounting, reporting, compliance, and operational processes across multiple investment products. Key responsibilities include:<ul><li>Oversee outsourced fund accounting, investor reporting, audits, and compliance activities across a diverse portfolio of alternative investment funds.</li><li>Review fund administrator deliverables, including NAV reporting, capital activity, allocations, distributions, and financial statements, ensuring accuracy and consistency.</li><li>Manage relationships with administrators, auditors, and external service providers while serving as a key liaison across investment, legal, client service, and operations teams.</li><li>Drive process improvements, strengthen internal controls, and identify operational risks to support a scalable and best-in-class fund operations platform.</li><li>Research complex accounting matters, maintain accounting policies and procedures, and support strategic initiatives across the firm's investment operations function.</li></ul>
2026-06-01T19:08:45Z

Client Associate - $2B AUM and Career Growth

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession. If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement. <ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.
2026-06-01T18:48:50Z

Business Reporting Analyst

Newark, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making. The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics. **Position is fully onsite in Newark, CA 94560****Position is potential contract to hire based on performance - 6-month contract to start out** Key Responsibilities<ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul>
2026-06-16T19:28:46Z

Senior Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
We are looking for an experienced Senior Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Oakland, California. This role oversees critical close activities, maintains integrity across the general ledger, and partners with internal and external stakeholders during audit processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving reporting accuracy and control. Responsibilities:<ul><li>Lead accounting team and oversee AP, AR, payroll, and GL operations</li><li>Manage close processes, reconciliations, and financial reporting</li><li>Ensure team coverage across functions for continuity</li><li>Improve workflows, strengthen controls, and drive process automation</li><li>Maintain procedures, documentation, and cross-training programs</li><li>Support financial reporting, compliance, and audit/tax activities</li><li>Partner with stakeholders and leadership on financial needs</li><li>Contribute to system improvements, special projects, and scaling the function</li></ul>
2026-06-10T23:43:42Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Execute case strategy with senior attorneys, paralegals, and support staff• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents• Draft letters, write and review discovery, and prepare responses to opposing counsel• Generate status reports and manage multiple tasks simultaneously• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review• Communicate effectively with clients and opposing counsel to progress through the case process• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness• Attend court proceedings in person and virtually as needed to represent clients• Participate in business development and networking functions• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.
2026-06-11T18:44:10Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent / Full Time
95000.00 - 110000.00 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-06-12T16:08:39Z

Human Resources (HR) Manager

San Rafael, CA
onsite
Permanent / Full Time
120000.00 - 185000.00 USD / Yearly
We are looking for an experienced Human Resources Manager to lead employee and labor relations initiatives for a healthcare organization in California. This role is responsible for guiding managers through complex workplace matters, strengthening HR practices, and supporting a productive, compliant work environment. The ideal candidate brings deep expertise in union environments, employee relations strategy, and policy interpretation, along with the ability to balance operational needs with organizational goals. Responsibilities:• Lead employee and labor relations activities, providing direction on workplace concerns, investigations, and conflict resolution across the organization.• Serve as a key representative in grievance discussions, arbitration proceedings, and other employment-related hearings involving union or employee matters.• Participate in collective bargaining efforts, helping prepare negotiation strategies and supporting outcomes that align with financial, operational, and strategic objectives.• Advise and coach supervisors and leaders on performance management, corrective action, policy application, and legally sound employment practices.• Oversee assigned HR staff by setting expectations, delivering feedback, conducting evaluations, and supporting career development.• Design and deliver training for managers and teams on labor relations, employee relations, workplace compliance, and related human resources topics.• Develop, refine, and interpret HR policies, procedures, and guidelines to ensure consistency with organizational standards and regulatory requirements.• Monitor departmental operating, staffing, and capital budgets, using data and reporting to support planning and decision-making.• Partner with hospital leaders, physicians, and cross-functional teams to drive collaborative solutions that improve employee experience and organizational effectiveness.
2026-06-10T17:13:46Z

Attorney/Lawyer

San Francisco, CA
onsite
Permanent / Full Time
175000.00 - 250000.00 USD / Yearly
Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases. Responsibilities:• Handle complex litigation cases with professionalism and precision• Draft complaints, motions, pleadings, and discovery documents as required• Take and defend depositions effectively and thoroughly• Argue motions in court
2026-06-15T22:13:45Z

Payroll Manager

Sunnyvale, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply. Responsibilities: • Manage and process full-cycle payroll for over 500 employees across multiple states and Canada. • Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing. • Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws. • Administer leave of absence payments and ensure proper tracking and reconciliation. • Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations. • Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies. • Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy. • Monitor and implement changes in payroll regulations to maintain compliance. • Prepare detailed payroll reports and analyses for management review. • Provide guidance and training to payroll staff to enhance team performance.
2026-06-12T17:00:21Z

Associate Financial Advisor - Team Environment

San Ramon, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Apply here and ping me on LinkedIn for immediate consideration - Jeffrey Abrams An established and rapidly growing independent wealth management firm is seeking an ambitious Associate Advisor to join its collaborative advisory team. The firm has experienced significant growth over the past several years and is committed to investing in the next generation of financial advisors.This is an exceptional opportunity for an aspiring advisor or financial planner who wants to accelerate their career in a highly supportive, education-focused environment. You'll work directly alongside experienced advisors, gain exposure to sophisticated financial planning strategies, and develop the skills necessary to eventually manage client relationships independently. The culture is built around mentorship, continuous learning, and helping team members grow professionally. If you're intellectually curious, client-focused, and excited about building a long-term career in wealth management, this role offers a clear path for advancement. As an Associate Advisor, you'll serve as a key partner to Senior Advisors while helping deliver a best-in-class client experience. You'll participate in every stage of the financial planning process and gain hands-on experience working with affluent clients. Key Responsibilities<ul><li>Assist in preparing comprehensive financial plans and recommendations</li><li>Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics</li><li>Participate in client meetings and help communicate planning recommendations</li><li>Collaborate with advisors to explain the rationale behind planning strategies and recommendations</li><li>Prepare meeting materials, follow-up items, and implementation tasks</li><li>Coordinate with operations, service, and compliance teams to ensure a seamless client experience</li><li>Monitor client action items and ensure timely execution</li><li>Maintain accurate client records and planning documentation</li><li>Support ongoing client relationships through proactive service and communication</li></ul>What Makes This Opportunity Unique<ul><li>Direct mentorship from experienced financial advisors</li><li>Significant exposure to comprehensive financial planning</li><li>Clear career progression toward Lead Advisor responsibilities</li><li>Education-first culture that encourages professional development</li><li>Opportunity to pursue CFP® certification with firm support</li><li>Collaborative, team-oriented environment with strong leadership accessibility</li><li>Long-term growth potential, including future leadership and partnership opportunities</li></ul>
2026-06-05T23:55:25Z

Contracts Administrator

San Mateo, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
A well-established Bay Area real estate development company is seeking a Contracts Administrator to support its Development and Investment team on a long-term contract basis. This position requires onsite presence in Foster City and will work closely with project managers, consultants, contractors, vendors, accounting personnel, company leadership, and General Counsel to coordinate and administer contracts throughout the lifecycle of active commercial and residential development projects. The ideal candidate will have experience supporting contract administration activities within the architecture, engineering, construction, or real estate development industries, including architect, engineering, consultant, contractor, and subcontractor agreements. This role requires strong organizational skills, attention to detail, sound business judgment, and the ability to manage multiple projects and deadlines in a fast-paced environment. Key Responsibilities<ul><li>Manage the full lifecycle of contracts from initiation through execution, tracking, billing, and closeout</li><li>Draft, review, negotiate, process, and maintain contracts, consultant agreements, purchase orders, change orders, and related project documentation</li><li>Coordinate contract routing, revisions, approvals, negotiations, and execution with internal stakeholders and external vendors</li><li>Support onboarding of architects, engineers, consultants, contractors, subcontractors, and other project vendors</li><li>Assist with RFQs, RFPs, bid processes, procurement activities, and vendor documentation</li><li>Analyze contract requirements and identify potential risks, conflicts, or compliance concerns</li><li>Review insurance certificates and supporting documentation to ensure contractual compliance</li><li>Track contract status, key milestones, deliverables, project deadlines, billing documentation, and contract-related financial records</li><li>Support project billing activities and contract administration requirements associated with active construction and development projects</li><li>Maintain organized contract and project files and assist with project closeout activities, including collection of final documentation, compliance materials, and contract records</li></ul>
2026-06-18T19:53:45Z

Payroll Administrator

Santa Clara, CA
onsite
Temporary to Hire
27.71 - 32.09 USD / Hourly
We are seeking a Payroll Data Entry Clerk for a temp-to-hire opportunity. This role is primarily focused on high-volume data entry in support of payroll operations. The ideal candidate will have strong 10-key skills, excellent accuracy, and experience handling employee data in a fast-paced environment. Experience with union payroll is a plus, as this team supports multiple union groups. This is a fully onsite position with an early start time of 6:30 a.m. or 7:00 a.m. Key Responsibilities:<ul><li>Perform high-volume data entry with speed and accuracy in support of payroll processing</li><li>Enter new hire and onboarding information into the payroll system</li><li>Maintain and update employee payroll records and other related data</li><li>Review entered information for completeness and accuracy</li><li>Assist with payroll-related documentation and help organize records for audits</li><li>Support the team with certified payroll processes; training can be provided</li><li>Work with payroll and internal teams to resolve data discrepancies as needed</li><li>Meet daily and weekly deadlines in a high-volume environment supporting approximately 500 employees per person</li></ul>
2026-06-15T23:33:46Z

ATI Manager - Delivery

San Ramon, CA
remote
Permanent / Full Time
115000.00 - 175000.00 USD / Yearly
Want to make a difference and be challenged every day? Then come join the Application Technology and Innovations (ATI) team at Robert Half Corporate and be part of a team that pushes the boundaries of what is possible with technology solutions.Robert Half is seeking a Manager of Delivery Management for our Salesforce Competency Center (SFCC) focus area overseeing a team consisting of Scrum Masters and Program Managers. This role will provide strategy and direction for overall delivery management, drive innovation and continuous improvements, implement formal Release Management practices, and be responsible for output of SFCC Delivery Management team from a quality and progress perspective. This position is responsible for the program/project management and SCRUM leads for projects in the multimillion realm for application delivery across the organization globally for Mobile and Community Cloud project teams. This position requires a highly driven individual with strong emotional intelligence; a true self-starter with demonstrated experience in high growth, fast-paced organizations. The successful candidate will have the ability to pave processes, drive consensus, provide overall direction and will be capable of delivering numerous simultaneous technology solutions to solve complex business needs. What You'll Do<ul><li>Collaborate with senior management and peers on delivery of IT solutions</li><li>Oversee team responsible for delivery management (Project/Program Management & SCRUM Leads)</li><li>Build consensus on priorities, objectives & strategy, and gain alignment across product teams and cross-functional partners across the company</li><li>Oversee formal and repeatable project management processes for the planning, execution, and control of project work</li><li>Partner with functional and technical leaders to identify and plan for the capabilities necessary to deliver on the product roadmap for the associated business domain</li><li>Create a healthy team culture of happy and productive associates who understand the vision and strategy and are empowered to make the decisions necessary to execute and meet clearly defined and communicated metrics</li><li>Drive innovation with your team and empower them to make decisions</li><li>Ensure delivery management roles are staffed with the right personnel for the job with the necessary skills, experience, knowledge, and abilities</li><li>Ensure standards are documented and followed for project planning, execution, governance, release management, SCRUM/Agile practices, quality controls, monitoring, prioritization, and budget management</li><li>Evolve delivery management methodologies for efficiency and to support directional changes in the organization</li><li>Coaching, mentoring, training, and oversight of Program & Project Managers and SCRUM Leads</li><li>Provide communication, coaching and support for own as well as other teams to improve overall organizational performance</li></ul>
2026-06-11T21:08:41Z

Paraplanner | San Ramon

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 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 wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-06-19T07:08:30Z

Paraplanner | San Ramon | 2 days onsite

San Ramon, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity. Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. ResponsibilitiesThis Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-06-09T00:18:44Z

Customer Service Manager

Modesto, CA
onsite
Permanent / Full Time
62000.00 - 70000.00 USD / Yearly
We are looking for a Customer Service Manager to lead branch service operations in Modesto, California while creating a positive experience for both customers and team members. This role combines day-to-day operational oversight with staff coaching, compliance support, and relationship building within the local community. The ideal candidate brings strong judgment, a service-first mindset, and the ability to keep branch activities running accurately, securely, and efficiently. Responsibilities: • Direct daily branch activities to ensure teller services, cash handling, and customer support functions operate smoothly and accurately. • Step in to assist frontline employees with service requests and transactions during busy periods to maintain an efficient customer experience. • Review branch activity for adherence to internal policies, operating standards, and regulatory expectations, taking action when gaps are identified. • Authorize customer and operational transactions within assigned approval limits while maintaining sound risk awareness. • Perform routine control checks and pre-audit reviews to reduce exposure, improve operational discipline, and support examination readiness. • Guide, coach, and develop branch employees through training, one-on-one feedback, and ongoing reinforcement of service and accuracy standards. • Manage hiring support, onboarding efforts, scheduling, and retention activities to sustain a strong and dependable team. • Address escalated customer issues with professionalism, follow through on resolutions, and strengthen long-term client relationships. • Recommend deposit and consumer or business banking solutions based on customer needs and contribute to branch growth through community and business development efforts. • Help maintain and improve branch procedures, participate in assigned initiatives, and uphold a secure environment that protects confidential information.
2026-05-30T00:53:47Z

VP of Client Services - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 175000.00 USD / Yearly
A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing Teams<ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul>Elevate the Client Experience<ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul>Partner Across the Business<ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul>Drive Operational Excellence<ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul>
2026-06-17T20:24:01Z

Legal Assistant

Oakland, CA
onsite
Permanent / Full Time
70000.00 - 80000.00 USD / Yearly
We are looking for an experienced Workers Compensation Legal Assistant to support attorneys in a fast-paced law practice. This position is ideal for someone who is highly organized, communicates effectively, and can manage multiple priorities with accuracy and professionalism. The role offers a primarily remote schedule, with weekly in-office attendance and initial onsite training for new hires. Responsibilities:• Oversee attorney schedules by tracking key dates, monitoring deadlines, and helping ensure timely case progression.• Arrange litigation-related events such as depositions, hearings, trials, and medical evaluations while coordinating with all relevant parties.• Build, update, and maintain well-organized client matter files so documents and case information remain complete and accessible.• Prepare clear and accurate written communications for external contacts, including counsel, insurance representatives, witnesses, and service providers.• Draft legal documents and supporting materials for court submission, including pleadings and electronic filings.• Handle incoming and outgoing correspondence and mail, ensuring timely distribution and proper case documentation.• Provide day-to-day administrative and legal support to assigned attorneys across a range of case activities.• Participate in onsite training during the onboarding period and report to the office once each week thereafter.
2026-06-11T18:44:10Z

Health & Safety Engineer

Fremont, CA
onsite
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
We are looking for an experienced Health and Safety Engineer to join our client's team in Milpitas, California. In this role, you will oversee the implementation and maintenance of programs designed to ensure workplace safety and environmental compliance. The ideal candidate will play a vital role in fostering a culture of continuous improvement by identifying risks, conducting audits, and implementing corrective actions while supporting training and reporting processes. Responsibilities:• Develop and enforce safety policies and procedures to maintain compliance with environmental and workplace regulations.• Conduct regular safety audits and inspections to identify risks and ensure adherence to safety standards.• Implement corrective actions to address safety concerns and prevent future incidents.• Provide comprehensive safety training and education programs for employees to promote awareness and preparedness.• Monitor and evaluate workplace conditions to ensure a safe and productive environment.• Collaborate with various teams to drive continuous improvement in health and safety practices.• Maintain accurate records and reports related to safety compliance and training activities.• Stay updated on industry standards and regulatory changes to ensure ongoing compliance.• Oversee the proper use and maintenance of safety equipment.• Act as a liaison with regulatory agencies during inspections and audits
2026-05-27T16:24:15Z

Associate Advisor | Financial Planning & Advisor Track

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-19T07:08:30Z

Associate Advisor (Advisor Track!) | San Ramon

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers.Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional developmentIn this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-16T23:53:43Z