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5 results for Portfolio Manager in Manteca, CA

Finance Manager

San Jose, California
onsite
Temporary / Contract
70 - 85 USD / Hourly
Role Requirements & Expectations • Primary Needs o A strong financial partner to provide forecasting, modeling, and strategic insight. o Someone able to handle both hands-on financial management and operational oversight. • Desired Skills & Experience o Strong financial background, including GAAP knowledge and audit preparation. o Experience with nonprofit and healthcare finance is preferred, but deep financial acumen is more critical. o Familiarity with QuickBooks, Excel, and ideally, nonprofit-specific systems (e.g., Blackbaud). o Ability to recommend and implement improvements to financial systems for scalability. • Operational Oversight o Oversight of facilities and operations manager, with attention to fiscal impact. • Work Arrangement o Hybrid preferred (1-2 days in office), but open to remote for the right candidate. o Flexibility in location, with openness to candidates outside the immediate area (including remote consultants from other states or countries).
2026-09-28T00:00:00Z

ERP Project Manager

Hayward, California
onsite
Temporary / Contract
75 - 90 USD / Hourly
Job Title: Site ERP Implementation CoordinatorReports To: Site Manager (with dotted line to Global Business Units (GBU) ERP Project Manager)Location and details: On-site Position Summary: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. Key Responsibilities: • Main Point of Contact: Act as the local liaison between central programme teams and site stakeholders, ensuring smooth communication and coordination.• Responsible for the Highlander project plan for site• 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).• Monitor site readiness and escalate issues or risks to the project teams and PMO through governance structure, as needed.• Define local training plan through training needs analysis and proactively develop, in conjunction with relevant stakeholders, to ensure timely knowledge and skill transfer.• Identification of other training initiatives, (For example, change management, project management, standard costing, MRPII) at the appropriate time and organize delivery.• Coordinate local testing effort including identification of scenarios. • Participate in go-live preparation and hypercare support to ensure a smooth transition and minimal disruption to operations and monitor adoption.• Working with Site Data Lead, highlight any issues or risks with regards to Data to project teams and PMO• Assisting with project documentation to support GBU ERP Project Managers.• Co-ordinate local stakeholder communications and engagements, monitoring efficacy and buy-in.• Highlighting resourcing issues and ensuring the project team has the necessary tools and personnel from the business at the right time. Core Competencies:• Shows resilience and consistent commitment to delivering the ERP programme.• Leads and motivates the site team with clear, consistent messaging.• Is able to communicate the purpose of changes effectively (“the why”) to help others understand and engage.• Builds positive working relationships and handles conflict professionally when it arises.• Supports and reinforces the ERP messaging from the central team.• Champions changes locally, even when they are unpopular, and helps others to adapt. Time Commitment: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.
2026-09-16T00:00:00Z

Account Manager

Stockton, California
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a client-focused Account Manager to support commercial insurance accounts in Stockton, California. This permanent opportunity is a Contract position with potential for permanent placement and is ideal for someone who brings insurance knowledge, strong relationship-building skills, and a proactive approach to service. The person in this role will work closely with clients, carrier partners, and internal colleagues to keep accounts organized, responsive, and moving forward efficiently. Responsibilities: • Oversee a book of commercial insurance business and serve as a primary point of contact for client account needs. • Guide clients through renewals, coverage updates, endorsements, and certificate requests with accuracy and urgency. • Address incoming questions promptly, provide clear follow-up, and deliver dependable day-to-day account support. • Partner with insurance carriers and internal team members to resolve service issues and support policy-related activity. • Keep client files and policy documentation current, complete, and well organized within internal systems. • Track policy timelines and upcoming expiration dates to help ensure a smooth and timely renewal cycle. • Build lasting client relationships by delivering attentive service and understanding each client’s business needs. • Contribute to administrative and account coordination tasks as needed to support overall team operations.
2026-09-25T00:00:00Z

Project Manager/Scrum Lead

San Ramon, California
remote
Permanent / Full Time
109000 - 165000 USD / Yearly
We are looking for a Project Manager/Scrum Lead to support a large-scale enterprise transformation initiative based in San Ramon, California. This role is ideal for a hands-on agile leader who can turn Jira data into meaningful insights, strengthen delivery performance, and guide teams through complex program demands. The successful candidate will work closely with business and technical stakeholders to improve visibility, surface risks early, and help maintain momentum across multiple workstreams. Responsibilities: • Lead agile delivery activities by coordinating sprint planning, backlog refinement, and execution tracking across multiple workstreams. • Use advanced Jira capabilities to build dashboards, monitor delivery trends, and present clear status reporting to leadership. • Evaluate team metrics and project data to identify emerging risks, constraints, and areas that may impact delivery timelines. • Partner with technical teams and business stakeholders to align priorities, resolve blockers, and support informed decision-making. • Drive proactive planning and follow-through for a long-term enterprise modernization program with broad organizational impact. • Support program oversight for a major back-office transformation, including activities tied to an Oracle and PeopleSoft 9.2 upgrade effort. • Facilitate agile ceremonies when needed while maintaining focus on delivery outcomes, performance insights, and accountability. • Communicate progress, dependencies, and recommendations effectively to stakeholders across the program structure.
2026-09-03T00:00:00Z

Associate Advisor for Established Wealth Manager

San Ramon, California
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time. What You’ll Do<ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul>
2026-09-18T00:00:00Z