Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

34 results for Learning And Development Manager in Manteca, CA

Client Services Leader
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 110000.00 - 125000.00 USD / Yearly
  • <p>Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented <strong>Client Services Leader </strong>to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience.</p><p><br></p><p>The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization.</p><p><br></p><p>The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience.</p><p><br></p><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul><p><br></p>
  • 2026-09-03T21:18:45Z
Financial Planning Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 65000.00 - 80000.00 USD / Yearly
  • <p>Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated <strong>Financial Analyst</strong> to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives.</p><p><br></p><p>Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><u>Financial Planning Support</u></p><ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul><p><u>Analysis & Research</u></p><ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
  • 2026-09-03T21:28:37Z
Customer Service Manager
  • Ceres, CA
  • remote
  • Temporary / Contract
  • 30.00 - 40.00 USD / Hourly
  • <p><strong>Essential Functions / Duties</strong></p><ul><li>Lead, coach, develop, and manage the Customer Service team, including assigning workloads, supporting staffing needs, delivering training, managing performance, and maintaining accountability for service standards.</li><li>Oversee the full customer order lifecycle, including order entry, validation, pricing, allocations, credit holds, order changes, cancellations, shipment coordination, invoicing support, and exception resolution.</li><li>Ensure customer, distributor, and sales orders are processed accurately and within established service level expectations across all applicable channels and ordering methods.</li><li>Partner with Sales and Finance to ensure pricing, depletion allowances, discounts, promotions, samples, billbacks, and other customer-specific programs are accurately reflected in orders and supporting documentation.</li><li>Coordinate with Warehouse, Logistics, Production, and Inventory teams to address product availability, vintage or SKU transitions, allocations, backorders, substitutions, shipment timing, and delivery requirements.</li><li>Act as the primary escalation point for complex customer, distributor, and sales-related issues, ensuring timely resolution while balancing customer experience, policy compliance, commercial commitments, and financial controls.</li><li>Build and maintain strong relationships with distributors, key accounts, sales teams, brokers, carriers, and internal stakeholders, while proactively communicating order status, product availability, shipment issues, and service risks.</li><li>Establish, document, and continuously improve customer service procedures, internal controls, order management workflows, and service standards to enhance accuracy, efficiency, responsiveness, and scalability.</li><li>Monitor key customer service metrics, including order accuracy, fill rate, on-time processing, backorders, deductions, claims, response times, service issues, and recurring root causes, and implement corrective actions as needed.</li><li>Oversee month-end customer service activities and support accurate order, shipment, and invoicing close processes in partnership with Finance and Sales.</li><li>Prepare and analyze recurring and ad hoc reports, including sales by customer, salesperson, brand, SKU, channel, geography, and other business dimensions as requested.</li><li>Maintain accurate customer master data, ship-to information, ordering requirements, routing instructions, and other account-specific details in relevant systems.</li><li>Support new product launches, vintage transitions, pricing updates, promotional programs, chain authorizations, distributor changes, and other commercial initiatives requiring customer service coordination.</li><li>Coordinate delivery appointments and special shipping requirements with warehouses, carriers, distributors, and customers, as needed.</li><li>Participate in sales, operations, S& OP, and other cross-functional meetings, providing customer service insights, identifying risks, and recommending actions.</li><li>Ensure compliance with company policies, internal controls, record retention requirements, applicable alcohol beverage regulations, and customer-specific requirements within the scope of the role.</li><li>Perform other related duties and special projects as assigned.</li></ul><p><br></p>
  • 2026-09-11T22:58:42Z
ERP Project Manager
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 75.00 - 90.00 USD / Hourly
  • <p>Job Title: Site ERP Implementation Coordinator</p><p>Reports To: Site Manager (with dotted line to Global Business Units (GBU) ERP Project Manager)</p><p>Location and details: On-site </p><p><br></p><p>Position Summary:</p><p>The Site ERP Implementation Coordinator will play a critical role in supporting the successful rollout of the ERP system at the site level. As a local liaison between the global ERP project team and site operations, this individual will help ensure business continuity, coordinate change management efforts throughout the implementation, facilitate data collection and validation, identify and support future training activities.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>• Main Point of Contact: Act as the local liaison between central programme teams and site stakeholders, ensuring smooth communication and coordination.</p><p>• Responsible for the Highlander project plan for site</p><p>• Identify business impacts and define action plans in collaboration with subject matter experts (SMEs), the BU ERP Project Manager and report progress to the Transformation Programme Management Office (PMO).</p><p>• Monitor site readiness and escalate issues or risks to the project teams and PMO through governance structure, as needed.</p><p>• Define local training plan through training needs analysis and proactively develop, in conjunction with relevant stakeholders, to ensure timely knowledge and skill transfer.</p><p>• Identification of other training initiatives, (For example, change management, project management, standard costing, MRPII) at the appropriate time and organize delivery.</p><p>• Coordinate local testing effort including identification of scenarios. </p><p>• Participate in go-live preparation and hypercare support to ensure a smooth transition and minimal disruption to operations and monitor adoption.</p><p>• Working with Site Data Lead, highlight any issues or risks with regards to Data to project teams and PMO</p><p>• Assisting with project documentation to support GBU ERP Project Managers.</p><p>• Co-ordinate local stakeholder communications and engagements, monitoring efficacy and buy-in.</p><p>• Highlighting resourcing issues and ensuring the project team has the necessary tools and personnel from the business at the right time.</p><p><br></p><p>Core Competencies:</p><p>• Shows resilience and consistent commitment to delivering the ERP programme.</p><p>• Leads and motivates the site team with clear, consistent messaging.</p><p>• Is able to communicate the purpose of changes effectively (“the why”) to help others understand and engage.</p><p>• Builds positive working relationships and handles conflict professionally when it arises.</p><p>• Supports and reinforces the ERP messaging from the central team.</p><p>• Champions changes locally, even when they are unpopular, and helps others to adapt.</p><p><br></p><p>Time Commitment:</p><p>This is a temporary assignment for the duration of the ERP implementation, expected to last 6 months. Flexibility may be required during key phases of the project such as testing and go-live. Hourly pay expected to be $75-$90/hr.</p>
  • 2026-09-16T21:18:44Z
Client Service Manager | RIA Firm
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 110000.00 - 125000.00 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a <strong>Client Service Associate Leader</strong> to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.</p><p>This is a great opportunity for a hands-on leader who enjoys both <strong>people management and process improvement</strong>. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently.</p><p> </p><p><strong>What You’ll Do</strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul><p><strong>Client Service & Operations</strong></p><ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul><p><strong>Technology & Process Improvement</strong></p><ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul><p><br></p>
  • 2026-09-15T02:58:37Z
Accounting Manager
  • Hayward, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <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>
  • 2026-08-27T16:28:48Z
Human Resources (HR) Manager
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>HR Compliance Manager</strong></p><p>We are looking for an experienced HR Compliance Manager for a fast growing global company. This role connects HR, legal, payroll, and operational teams to strengthen employee data governance, maintain regulatory readiness, and support a positive workplace experience. The ideal candidate will bring deep knowledge of employment compliance, benefits administration, and audit preparation while building reliable processes that scale with the organization.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.</p><p>• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.</p><p>• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.</p><p>• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.</p><p>• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.</p><p>• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.</p><p>• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.</p><p>• Partner with payroll, brokers, facilities, and people operations teams to support wage and hour compliance, benefits reporting accuracy, workplace compliance standards, and data integrity improvements.</p>
  • 2026-09-02T23:48:40Z
Tax Sr. - Corporate
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 95000.00 - 110000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
  • 2026-09-15T18:36:52Z
Attorney/Lawyer
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 120000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
  • 2026-09-10T17:43:43Z
Client Service Supervisor | RIA Firm
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 110000.00 - 125000.00 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a <strong>Client Service Associate Leader</strong> to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.</p><p>This is a great opportunity for a hands-on leader who enjoys both <strong>people management and process improvement</strong>. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently.</p><p> </p><p><strong>What You’ll Do</strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul><p><strong>Client Service & Operations</strong></p><ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul><p><strong>Technology & Process Improvement</strong></p><ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul><p><br></p>
  • 2026-09-10T02:03:49Z
Payroll Supervisor/Manager/Director
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 165000.00 - 185000.00 USD / Yearly
  • We are looking for an experienced payroll leader to oversee accurate, compliant payroll operations for a complex, multi-entity organization in San Ramon, California. This role is ideal for someone who combines deep technical payroll expertise with strong leadership skills and can guide high-volume processing across multiple states. The successful candidate will partner closely with cross-functional teams to strengthen controls, resolve issues efficiently, and ensure timely payroll delivery from start to finish.<br><br>Responsibilities:<br>• Lead end-to-end payroll operations for a large employee population, ensuring each payroll cycle is completed accurately and on schedule.<br>• Manage payroll processing across multiple states and legal entities while maintaining compliance with applicable wage, tax, and reporting requirements.<br>• Oversee payroll calculations involving regular earnings, commissions, and other variable compensation elements.<br>• Review payroll reconciliations, audit findings, and internal control activities to identify discrepancies and drive corrective action.<br>• Direct year-end payroll activities, including W-2 and W-2C preparation, validation, and distribution.<br>• Supervise and develop payroll team members by providing training, coaching, and performance guidance.<br>• Partner with Human Resources, Finance, Compliance, Internal Audit, and business leadership to address payroll questions and support operational needs.<br>• Monitor timekeeping inputs and related processes to improve payroll accuracy and reduce processing issues.<br>• Use payroll systems and reporting tools, including Excel-based analysis, to investigate exceptions and support decision-making.
  • 2026-08-27T21:43:34Z
AML Manager
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 51.46 - 59.59 USD / Hourly
  • We are looking for an experienced AML Manager to lead a team supporting financial crime compliance efforts in San Ramon, California. This Long-term Contract position is suited for a detail-oriented individual who can guide analysts, strengthen investigative quality, and help maintain a strong Bank Secrecy Act and anti-money laundering control environment. The ideal candidate brings proven leadership experience, sound judgment in suspicious activity review, and the ability to drive consistent performance across a high-volume monitoring function.<br><br>Responsibilities:<br>• Lead, coach, and oversee a team of 8 to 10 AML analysts, setting clear expectations and promoting strong execution across daily casework.<br>• Review team output to ensure investigations, alerts, and escalations are handled accurately, thoroughly, and within required timeframes.<br>• Provide direction on suspicious activity analysis and support the preparation and quality review of Suspicious Activity Reports.<br>• Partner with compliance and operations stakeholders to maintain effective AML and BSA monitoring practices and resolve workflow issues.<br>• Use Actimize Suspicious Activity Monitoring to supervise alert management activities and improve case handling consistency.<br>• Track individual and team performance, deliver feedback, and develop analysts to build a high-performing and accountable unit.<br>• Support procedural updates, training efforts, and process improvements that strengthen regulatory compliance and investigative quality.<br>• Escalate significant financial crime concerns, emerging risk patterns, and control gaps to appropriate leadership teams.<br>• Help manage operational priorities, coverage needs, and reporting metrics to ensure smooth execution of program objectives.
  • 2026-09-10T17:13:44Z
Healthcare Supply Chain Data Integrity Specialist
  • Fremont, CA
  • onsite
  • Temporary / Contract
  • 38.00 - 44.00 USD / Hourly
  • <p>We are looking for a Healthcare Supply Chain Data Integrity Specialist to support data accuracy, reporting, and operational system guidance for a supply chain organization in Fremont, California. This Long-term Contract position is ideal for someone who can combine analytical skill with hands-on support for internal stakeholders. The role will focus on strengthening data reliability, improving user adoption through training, and helping standardize processes that support purchasing and supply chain operations.</p><p><br></p><p>Responsibilities:</p><p>• Maintain the accuracy, consistency, and completeness of supply chain records within organizational systems to support dependable operational decision-making.</p><p>• Provide day-to-day assistance to internal teams by resolving system-related questions, guiding users on best practices, and supporting issue resolution.</p><p>• Create reports, dashboards, and analytical summaries that help stakeholders monitor purchasing activity, inventory trends, and operational performance.</p><p>• Lead supply chain coordination efforts tied to enterprise system implementation activities, including documenting procedures and establishing repeatable workflows.</p><p>• Develop training materials and deliver instruction that helps team members use supply chain tools and processes effectively.</p><p>• Review data for discrepancies, investigate root causes, and apply corrective actions to preserve system integrity.</p><p>• Partner with purchasing and vendor-facing teams to support procurement processes, category management, and supply data alignment.</p><p>• Facilitate meetings with stakeholders to clarify requirements, communicate updates, and support informed decision-making across operations.</p><p><br></p><p>If you are interested in this role please apply today and call us at (510)470-7450</p>
  • 2026-09-08T18:04:17Z
Associate Advisor
  • San Ramon, CA
  • remote
  • Permanent / Full Time
  • 105000.00 - 125000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-19T20:08:42Z
Marketing/Communications Manager
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 50.00 - 60.00 USD / Hourly
  • <p>We are seeking a Change & Communications Manager to lead organizational change management, stakeholder engagement, and communication strategies for enterprise-wide transformation initiatives. This role will help drive employee readiness, adoption, and engagement by translating complex business and technology changes into clear, actionable communications.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and execute change management and communication strategies that support business transformation, process improvement, and technology initiatives.</li><li>Assess organizational impacts, stakeholder readiness, and potential adoption risks associated with change initiatives.</li><li>Create a variety of communication materials, including executive communications, presentations, FAQs, toolkits, training resources, and employee updates.</li><li>Partner with cross-functional leaders and teams to support organizational readiness and successful change adoption.</li><li>Facilitate stakeholder engagement activities, workshops, feedback sessions, and change-related forums.</li><li>Support leadership teams with communication planning, coaching, and change advocate programs.</li><li>Measure adoption and communication effectiveness, using feedback and insights to refine strategies and improve engagement.</li></ul>
  • 2026-09-04T22:43:37Z
HR Businss Partner
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 90.00 - 100.00 USD / Hourly
  • <p><strong>Position Overview</strong></p><p>Our client is seeking an experienced HR Business Partner to support a <strong>12-month Organization Structure Optimization initiative</strong>. This role will serve as a consultant and process lead, partnering with executive stakeholders, project managers, HRBPs, and cross-functional teams to identify organizational inefficiencies, eliminate role duplication, and implement data-driven organizational improvements.</p><p>This position requires candidates who meet <strong>all</strong> of the listed qualifications and are comfortable interviewing and presenting to executive-level stakeholders.</p><p><strong>Work Arrangement:</strong> Hybrid. Onsite requirements will vary based on project needs. <strong>Candidates must reside in the Bay Area.</strong></p><p><strong>Key Responsibilities</strong></p><p><strong>Process Design & Facilitation</strong></p><ul><li>Build project roadmaps and design systematic organizational assessment processes.</li><li>Facilitate executive interviews and cross-functional working sessions.</li><li>Partner with subject matter experts (SMEs) and project co-leads to develop restructuring recommendations.</li></ul><p><strong>Data Analysis</strong></p><ul><li>Design and lead data collection processes across multiple organizations.</li><li>Conduct organizational diagnostics on selected business functions.</li><li>Validate and analyze employee data and operating models to identify optimization opportunities.</li><li>Review and compare job descriptions to identify opportunities for role differentiation across levels and organizations.</li></ul><p><strong>Stakeholder Management</strong></p><ul><li>Collaborate with HR Business Partners and executive leaders to ensure alignment throughout the project.</li><li>Prepare executive-level presentations, deliverables, and communication materials.</li></ul><p><strong>Additional Responsibilities</strong></p><ul><li>Provide communications and change management support.</li><li>Deliver administrative support for governance processes.</li></ul>
  • 2026-08-26T17:33:47Z
Human Resources (HR) Manager
  • Santa Clara, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 110000.00 USD / Yearly
  • We are looking for an experienced Human Resources (HR) Manager to guide people operations and support business objectives in Santa Clara, California. This position partners closely with leadership to foster a positive employee experience, maintain regulatory compliance, and strengthen core HR programs across the organization. The role also provides oversight for HR administration, benefits, employee relations, and talent processes while helping improve systems and workflows.<br><br>Responsibilities:<br>• Direct daily HR activities and provide guidance, coaching, and oversight to members of the human resources team.<br>• Partner with managers to address employee concerns, interpret workplace policies, and support fair, consistent employment practices.<br>• Conduct and manage employee relations matters, including investigations, documentation, and resolution of workplace issues.<br>• Oversee benefits administration, leave programs, workers’ compensation matters, and workplace accommodation processes.<br>• Lead hiring efforts by coordinating recruiting activities, onboarding plans, and new employee orientation to support a smooth start for new hires.<br>• Manage performance review cycles, employee development efforts, and broader talent management initiatives that support retention and growth.<br>• Monitor adherence to federal, state, and local employment regulations and ensure required HR records and reporting are completed accurately.<br>• Use HRIS and related tools to maintain employee data, review workforce trends, and provide actionable insights to organizational leaders.<br>• Drive improvements to HR processes, systems, and cross-functional initiatives that increase efficiency and strengthen employee support.<br>• Coordinate training, compliance, safety, and engagement programs that contribute to a well-informed and connected workforce.
  • 2026-09-02T22:33:36Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 170000.00 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-09-04T13:58:37Z
Customer Service Representative
  • Pittsburg, CA
  • onsite
  • Temporary / Contract
  • 24.00 - 26.00 USD / Hourly
  • <p>We are looking for a Customer Service Representative to join an onsite team in Pittsburg, CA. This long-term Contract opportunity is well suited for someone who enjoys supporting customers, managing order-related details, and working closely with internal teams to keep daily operations running smoothly. The role calls for strong communication, sound organizational skills, and confidence using office software while learning company-specific systems.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Serve as the primary point of contact for customers by handling questions about product availability, pricing, equipment, and order status through phone and email.</p><p>• Enter new orders accurately and relay important job details to yard and operations teams so work can be carried out without delay.</p><p>• Partner with sales and operations personnel to help coordinate fulfillment timelines and resolve issues that could affect service delivery.</p><p>• Maintain accurate customer records and keep order information current within internal databases and support systems.</p><p>• Use Microsoft Outlook, Teams, Excel, and other Office tools to manage communication, track information, and support day-to-day administrative tasks.</p><p>• Learn the company's dispatching and order management platforms through provided training and apply them effectively in daily work.</p><p>• Monitor multiple requests at once, prioritize urgent matters, and provide timely follow-up to customers and internal stakeholders.</p><p>• Support a high-quality customer experience by communicating clearly, professionally, and with attention to detail in every interaction.</p><p><br></p><p>If you feel like you are a good fit for the Customer Service Representative role, please apply today.</p>
  • 2026-09-17T15:54:06Z
Sr. Accountant
  • Concord, CA
  • remote
  • Temporary / Contract
  • 45.00 - 65.00 USD / Hourly
  • <p>Our client in Concord is seeking an experienced Sr. Accountant to support complex accounting operations and financial reporting. This Long-term Contract position is ideal for someone who can manage month-end close tasks, analyze financial data, and help ensure accurate regulatory and management reporting. The role also offers the opportunity to collaborate with leadership, assist with audits, and provide guidance to accounting staff while maintaining high standards of accuracy and timeliness. The role can be 100% remote and is expected to pay $45-$65/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Oversee core accounting activities across multiple entities, including journal entry preparation, general ledger review, and timely completion of month-end close procedures</p><p>• Prepare and reconcile balance sheet, bank, and other key accounts, investigating variances and resolving discrepancies to maintain reliable financial records</p><p>• Produce monthly, quarterly, and annual financial reports, including supporting schedules, disclosures, and narrative analysis for leadership and governing committees</p><p>• Compile financial and statistical information required for external filings and regulatory submissions, ensuring deadlines and reporting standards are met</p><p>• Evaluate accounting treatment for significant transactions and agreements, identifying financial statement impacts and escalating issues when needed</p><p>• Partner with auditors by assembling documentation, preparing workpapers, and responding to requests during audits, reviews, and tax-related support activities</p><p>• Contribute to the improvement and ongoing effectiveness of accounting systems and reporting tools to support accurate, efficient financial operations</p><p>• Review financial results, identify trends or unusual activity, and communicate risks, root causes, and recommended next steps to management</p><p>• Provide day-to-day guidance to staff accountants, answer technical questions, and support training or oversight of team members as needed</p>
  • 2026-09-17T21:23:38Z
Corporate Paralegal
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 175000.00 USD / Yearly
  • <p>Inhouse legal team is seeking a Corporate Paralegal/Senior Legal Assistant to join their team in San Jose, CA. This role offers an exciting opportunity to contribute to a company that is reshaping the future of energy. As a key member of the Legal Department, you will provide advanced administrative and legal support, ensuring the smooth operation of corporate governance and legal processes. This role offers excellent benefits package including medical, dental, vision, paid time off, and 401k. </p><p><br></p><p>Responsibilities:</p><p>• Provide direct administrative and legal support to the Chief Legal Officer and Corporate Secretary.</p><p>• Manage legal invoices, set up purchase orders, and track expenses to maintain alignment with budgetary goals.</p><p>• Prepare and distribute Board of Directors meeting materials, draft agendas and consents, and oversee compliance with governance requirements.</p><p>• Maintain corporate records, assist with entity formation, and handle annual filings to support subsidiary governance.</p><p>• Organize, draft, review, and archive contracts, agreements, and other critical legal documents.</p><p>• Coordinate document execution processes, including electronic signatures and contract lifecycle management systems.</p><p>• Update and maintain legal knowledge databases and systems to ensure accessibility and accuracy.</p><p>• Conduct research on legal matters and create summaries or reports to support decision-making.</p><p>• Facilitate onboarding and training for new Legal team members to ensure seamless integration.</p><p>• Collaborate with internal teams and external vendors to address legal inquiries and improve department processes.</p>
  • 2026-09-10T17:53:41Z
Legal Assistant
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 25.00 USD / Hourly
  • <p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
  • 2026-09-09T20:43:40Z
Legal Assistant
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 25.00 - 25.00 USD / Hourly
  • <p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
  • 2026-09-10T17:53:41Z
Medical Administrator
  • Atwater, CA
  • onsite
  • Temporary / Contract
  • 15.20 - 17.60 USD / Hourly
  • We are looking for a Medical Administrator to support daily operations within a healthcare setting in Atwater, California. This Long-term Contract opportunity is ideal for someone who can balance patient-facing coordination with strong administrative oversight in a fast-paced medical environment. The role focuses on keeping front-office functions organized, maintaining accurate records, and helping the practice deliver efficient, compliant service.<br><br>Responsibilities:<br>• Oversee day-to-day administrative activities for the medical office and help ensure smooth front-desk operations.<br>• Arrange patient appointments, manage registration tasks, and guide intake processes to support an efficient visit experience.<br>• Maintain and update medical documentation in electronic records while ensuring information remains complete, accurate, and compliant.<br>• Confirm insurance coverage, assist with prior authorizations, and coordinate with billing support functions as needed.<br>• Provide direction and daily support to administrative team members, including reception, scheduling, and office support staff.<br>• Review office workflows and recommend process improvements that enhance patient flow, service levels, and operational efficiency.<br>• Prepare routine reports, manage correspondence, and handle general office administration responsibilities.<br>• Uphold healthcare regulations, privacy expectations, and internal administrative standards across all office procedures.<br>• Assist with recruiting activities, onboarding, training, and performance support for administrative personnel.
  • 2026-09-16T15:12:10Z
Human Resources Generalist
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 65000.00 - 75000.00 USD / Yearly
  • <p>We are looking for an HR Generalist to support core people operations and help create a positive, well-organized employee experience in Stockton, California. This role will partner with employees, managers, and HR leadership across day-to-day HR activities, including employee support, onboarding, performance processes, and administrative coordination. The ideal candidate brings sound judgment, strong organization, and the ability to manage sensitive matters with professionalism and accuracy.</p><p><br></p><p>For immediate consideration please contact Nikhil Anand via LinkedIn or call (209) 227-1478.</p><p><br></p><p>Responsibilities:</p><p>• Address routine employee concerns, document relevant details, and resolve issues within established HR guidelines while referring higher-risk situations to senior HR leaders.</p><p>• Advise employees and supervisors on company policies, standard procedures, and everyday HR practices to promote consistent application across teams.</p><p>• Organize performance management activities by supporting goal-setting cycles, review timelines, manager documentation, and follow-through on required steps.</p><p>• Assist with engagement efforts by helping administer surveys, collecting feedback, monitoring action items, and supporting internal communication initiatives.</p><p>• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to deliver a smooth and consistent introduction to the organization.</p><p>• Oversee offboarding administration by preparing documentation, coordinating departures, and helping ensure compliance with company requirements.</p><p>• Provide operational HR support in areas such as benefits questions, open enrollment coordination, leave administration, retirement plan inquiries, and upkeep of employee records in HR systems.</p><p>• Arrange training sessions and support HR communications and educational programs that strengthen employee understanding of workplace practices and culture.</p><p>• Monitor HR workflows, reports, and administrative processes while identifying opportunities to improve efficiency, consistency, and standardization across operations.</p>
  • 2026-08-27T13:18:39Z
2