<p><strong>Position Overview</strong></p><p>We are seeking an experienced and results-driven <strong>Operations Manager</strong> to oversee daily business operations and help drive efficiency, productivity, and continuous improvement across the organization. The ideal candidate will be a strong leader with excellent problem-solving skills, a strategic mindset, and a proven ability to manage processes, teams, and performance.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day operational activities to ensure efficiency and effectiveness</li><li>Develop, implement, and improve operational policies, procedures, and workflows</li><li>Monitor key performance indicators and prepare reports for leadership</li><li>Manage budgets, forecasts, and resource allocation to support business goals</li><li>Lead, mentor, and develop operations staff and supervisors</li><li>Collaborate with cross-functional teams including finance, HR, customer service, and supply chain</li><li>Identify process improvement opportunities and implement solutions to enhance productivity</li><li>Ensure compliance with company policies, safety standards, and regulatory requirements</li><li>Manage vendor relationships, inventory, and operational logistics as needed</li><li>Support strategic planning and execution of organizational initiatives</li></ul>
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced <strong>Operations Manager</strong>. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul><p><br></p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
We are looking for a Risk and Insurance Assistant to support administrative and coordination activities across risk, compliance, and insurance programs in Santa Clara, California. This Long-term Contract position is ideal for someone who can manage multiple processes, maintain accurate records, and work closely with campus partners, insurance representatives, and internal leadership. The role focuses on keeping key programs organized, compliant, and responsive while helping the Risk Management Office operate efficiently.<br><br>Responsibilities:<br>• Administer daily activities for operational risk programs, including support for driver eligibility reviews and youth protection compliance processes.<br>• Review and process program requests, maintain documentation, and monitor completion of certifications, renewals, and related compliance requirements.<br>• Coordinate training schedules, background screening steps, and required records with internal departments to ensure timely program participation.<br>• Track outstanding compliance items, follow up with stakeholders, and bring policy or eligibility concerns to the attention of risk management leadership.<br>• Manage claims-related administration by organizing intake details, maintaining case documentation, and monitoring status updates across insurance matters.<br>• Act as a point of coordination between campus teams, insurance carriers, and third-party administrators to support clear communication and timely issue resolution.<br>• Assist with insurance program administration by collecting renewal information, preparing supporting materials, and maintaining policy and coverage records.<br>• Help oversee office operations by supporting certificate requests, routing risk-related inquiries, maintaining program files, and guiding student assistants as needed.<br>• Contribute to risk management projects, resource development, and departmental efforts to strengthen procedures and reduce operational exposure.