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8 results for Operations Manager Succession Opportunity Leadership Gro in Oakland, CA

Operations Manager

San Ramon, CA
onsite
Permanent / Full Time
85000 - 110000 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 well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-08-27T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables. Responsibilities:• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Legal Operations Manager

San Jose, CA
remote
Temporary to Hire
50 - 60 USD / Hourly
Tech company is seeking a Legal Operations professional to support the final stages of a CLM platform implementation and take ownership of the system for ongoing administration, support, and optimization. This person will play a key role in ensuring a successful go-live while also managing the platform long term, including workflow enhancements, reporting, data integrity, user support, and continuous improvement. Key Responsibilities<ul><li>Support the final phase of CLM implementation, including testing, go-live readiness, issue identification, and resolution.</li><li>Serve as the primary owner and administrator of the CLM platform following launch.</li><li>Manage and improve system workflows, templates, reporting, dashboards, and data entry processes.</li><li>Assess gaps in the current setup and recommend or implement fixes and enhancements.</li><li>Provide ongoing support to users, troubleshoot system issues, and drive adoption of the platform.</li><li>Maintain data quality and ensure the system is configured to support legal and business processes effectively.</li><li>Support the transition away from Apttus/Conga as part of the broader CLM roadmap.</li><li>Partner with internal stakeholders and external implementation resources as needed.</li></ul>
2026-09-02T00:00:00Z

Senior Strategic Officer

Oakland, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Our startup client is looking for an experienced legal leader to help shape the foundation of a newly launched biotech organization in Oakland, California. This role will provide executive-level guidance on legal, regulatory, and intellectual property matters as the company builds its research capabilities in human health. The ideal candidate will partner closely with scientific and business leaders to establish practical frameworks that support growth, compliance, and strategic decision-making from the outset. Responsibilities:• Partner with scientific leadership to create a legal strategy roadmap during the company’s initial launch phase.• Develop clear guidance documents covering regulatory obligations, compliance priorities, and risk management for biotechnology operations.• Advise on complex intellectual property arrangements, including interpretation and application of inter-company agreements.• Design contracting strategies for customer and partner relationships with a strong focus on protecting proprietary technology and research interests.• Provide senior counsel on corporate legal matters, transactions, and governance issues relevant to an early-stage biotech business.• Collaborate with internal stakeholders and external intellectual property counsel to support licensing, commercial agreements, and strategic partnerships.• Build alignment across legal, scientific, and operational teams by establishing cross-functional decision-making practices.• Offer high-level legal direction while coordinating with internal legal operations resources that manage detailed execution and administrative follow-through.
2026-08-06T00:00:00Z

Director of Operations

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting. The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution. Key Responsibilities<ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul>
2026-09-03T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions</li><li>Develop and improve workflows, processes, and operational best practices</li><li>Optimize technology, CRM systems, and software integrations</li><li>Oversee custodian operations, account administration, and asset movement</li><li>Manage key vendor relationships and operational infrastructure</li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes</li><li>Lead strategic projects that improve scalability and operational efficiency</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
Director of Operations | San Francisco Natalie Lue with Robert Half is partnering with an global firm seeking a Director of Operations to lead a blend of Finance, HR, and Facilities Management.Key areas include:• Accounting oversight, budgeting, and reporting• HR operations, payroll, benefits, and recruiting• Facilities, vendor management, and office operations• Leadership of administrative teams across multiple locations Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.Interested or know someone who may be a solid operations leader? Share or apply today!
2026-08-14T00:00:00Z

COO - Chief Operating Officer

Rohnert Park, CA
onsite
Permanent / Full Time
310000 - 410000 USD / Yearly
A mission-driven organization is seeking an experienced executive leader to oversee the administration and operations of a complex organization. This individual will provide strategic direction, operational leadership, and oversight of multiple departments while partnering closely with an elected governing body and senior leadership team. The ideal candidate will have a proven track record leading multi-department organizations, driving organizational performance, and implementing strategic initiatives across diverse functional areas. This role requires strong experience in public sector, tribal government, municipal, county government, or similarly regulated environments where collaboration, diplomacy, and accountability are critical. For confidential consideration or additional information, please contact: Robyn Rosemon: 707.387.0299 Responsibilities:<ul><li>Lead day-to-day operations across multiple administrative and program functions, ensuring effective execution of organizational priorities and consistent service delivery.</li><li>Shape and advance strategic initiatives by translating long-range goals into measurable operational plans, performance targets, and accountable workflows.</li><li>Oversee budgeting, forecasting, and financial controls, including fund accounting practices, grant-related oversight, and responsible allocation of organizational resources.</li><li>Build strong working relationships with boards, councils, advisory groups, and external partners by preparing executive-level updates and supporting informed decision-making.</li><li>Direct policy development, compliance efforts, and risk management practices to maintain operational integrity and meet applicable regulatory requirements.</li><li>Develop and mentor senior leaders and department teams, strengthening talent pipelines, succession readiness, and overall organizational effectiveness.</li><li>Monitor key operational metrics and use data-driven insights to improve performance, identify risks, and support continuous improvement efforts.</li><li>Guide change management efforts tied to evolving business needs, operational improvements, and cross-functional initiatives while maintaining stability across departments.</li><li>Support community, government, and stakeholder engagement activities that reinforce the organization’s mission, partnerships, and long-term sustainability.</li></ul>
2026-09-02T00:00:00Z