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5 results for Crm Developer in Oakland, CA

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T03:04:20Z

Client Service Associate

San Carlos, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonusA growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-04T04:23:46Z

Associate Advisor at Thriving Wealth Management Firm

Danville, CA
onsite
Permanent
90000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T02:23:41Z

Platform Software Engineer III

San Ramon, CA
remote
Permanent
104000.00 - 153000.00 USD / Yearly
Robert Half is seeking a Senior Software Engineer III to join our Platform Engineering team, supporting the infrastructure, platforms, and services that power our applications and ELT/ETL processes. This is a high-impact role within a small, collaborative team, backfilling a recent retirement with an opportunity for knowledge transfer and cross-training. What You’ll Do Design, build, and deploy scalable infrastructure and platform components supporting cloud-native applications Lead development of CI/CD pipelines, infrastructure-as-code (IaC), and automation frameworks Own platform systems end-to-end, ensuring reliability, scalability, and performance Troubleshoot and resolve production issues, including outages, deployment failures, and infrastructure instability Support on-call rotation (every 3 weeks), handling P1 incidents and coordinating with external vendors (e.g., Microsoft) Collaborate across engineering, application, and security teams to improve platform capabilities Mentor entry level engineers, conduct code reviews, and drive engineering best practices Contribute to system design, documentation, and continuous improvement initiatives Work Breakdown 70% project-based work (building and deploying infrastructure) 30% operations/support (maintenance, troubleshooting, production support)
2026-04-13T23:18:44Z

DevOps Engineer III (AEM & Cloudflare)

San Ramon, CA
remote
Permanent
104000.00 - 153000.00 USD / Yearly
We are looking for a skilled DevOps Engineer III to join our team in San Ramon, California. This role involves working with advanced technologies to optimize and maintain infrastructure, ensuring seamless integration and operation. The ideal candidate will have strong expertise in cloud platforms, automation tools, and DevOps methodologies. Responsibilities: • Build and maintain scalable infrastructure using cloud platforms such as AWS and Google Cloud. • Implement and manage Adobe Experience Manager (AEM) systems and Cloudflare configurations. • Develop and optimize CI/CD pipelines to streamline deployment processes. • Automate workflows using Infrastructure as Code (IaC) tools like Terraform, Ansible, or CloudFormation. • Create and manage scripts using Python, Bash, or PowerShell to improve operational efficiency. • Collaborate with cross-functional teams to ensure alignment of DevOps practices. • Integrate RESTful APIs and authentication mechanisms into automation workflows. • Monitor system performance and troubleshoot issues to maintain high availability. • Apply security best practices to configurations and log aggregation tools. • Contribute to the implementation and optimization of marketing technology stacks and personalization platforms.
2026-04-08T17:04:43Z