We are looking for a highly analytical and detail-driven Product Manager to oversee the performance and optimization of our product offerings. Based in Irvine, California, this role involves leveraging data insights, monitoring tools, and analytical techniques to ensure product functionality and success. This is an exciting opportunity for someone who thrives at the intersection of technology, data, and product innovation.<br><br>Responsibilities:<br>• Define and track key performance metrics for products and features from launch through continuous improvement.<br>• Develop and implement success criteria for product initiatives to ensure alignment with organizational goals.<br>• Utilize analytics platforms and monitoring tools to assess product functionality and performance.<br>• Create and maintain real-time systems for monitoring product health and identifying performance issues.<br>• Analyze feature-level data such as latency, error rates, and user engagement trends to identify opportunities for enhancement.<br>• Lead troubleshooting and root cause analysis efforts to resolve issues and improve reliability.<br>• Conduct in-depth analyses using statistical and analytics tools to uncover patterns, challenges, and growth opportunities.<br>• Establish robust data instrumentation standards to ensure precise tracking across all product features.<br>• Implement automated alerts and anomaly detection systems to proactively address potential problems.<br>• Support product launches by managing planning, execution, and post-launch performance evaluation.
<p>**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193****</p><p><br></p><p>We are looking for an experienced Project Manager to lead and oversee IT projects with precision and efficiency. This long-term contract position is based in Beverly Hills, California, and requires expertise in Agile methodologies and project management practices to deliver impactful results. The ideal candidate will possess strong organizational skills and a proven ability to drive projects to successful completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead and coordinate IT projects, ensuring alignment with business objectives and timelines.</p><p>• Implement Agile Scrum practices to enhance collaboration and efficiency within project teams.</p><p>• Develop and manage detailed project plans, including scope, schedule, and resource allocation.</p><p>• Facilitate communication between stakeholders to ensure clarity and alignment throughout project phases.</p><p>• Monitor project progress and address any risks or issues proactively.</p><p>• Utilize Atlassian Jira to track and manage project workflows and deliverables.</p><p>• Ensure compliance with industry standards and organizational policies during project execution.</p><p>• Provide mentorship and guidance to team members, fostering a culture of continuous improvement.</p><p>• Conduct regular project reviews and prepare comprehensive reports for stakeholders.</p><p>• Collaborate with cross-functional teams to identify opportunities for process optimization.</p>
This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience. <br> What You’ll Bring Exceptional attention to detail with strong organizational and time-management skills Excellent written and verbal communication with a client-focused approach Experience with CRM systems, account servicing, and document management Working knowledge of investment account operations and insurance underwriting processes Ability to multitask, adapt in a fast-paced environment, and collaborate across teams Key Responsibilities Client Service & Administrative Support Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects Deliver detail oriented, high-quality communication to clients and internal stakeholders Support process improvements and contribute to operational efficiencies Provide ongoing administrative support and assist with special projects as needed Investment Operations Support Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing Execute transactions, asset transfers, and rollovers in alignment with client strategies Maintain accurate client and account information, including banking details and standing instructions Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information Respond to client inquiries promptly and resolve issues effectively Insurance Operations Support Support the full insurance lifecycle from application through underwriting and policy delivery Review applications, policy changes, and documentation for accuracy and completeness Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing Act as a liaison between clients, underwriters, and external partners to expedite case progress Monitor application status and follow up on outstanding requirements Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials Maintain accurate insurance records and track new business pipelines within the CRM system
<p>We are looking for an experienced Project Manager to lead complex data privacy and advanced analytics initiatives. This position is based in Southern California and offers a long-term contract opportunity. The ideal candidate will play a pivotal role in overseeing technology and data platform projects, ensuring compliance with privacy regulations while driving organizational transformation and innovation.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage detailed project plans, schedules, and milestones to ensure timely and efficient execution of deliverables.</p><p>• Lead initiatives focused on data privacy compliance, including assessments, regulatory reviews, and implementation of privacy controls.</p><p>• Facilitate Agile ceremonies to prioritize sprint goals, address blockers, and guide teams toward improved delivery flow.</p><p>• Collaborate with stakeholders across business, technical, and leadership teams to ensure alignment on project objectives and updates.</p><p>• Oversee governance and quality assurance processes to ensure deliverables meet established standards and compliance requirements.</p><p>• Coordinate knowledge transfer, documentation, and operational handoff activities for completed projects.</p><p>• Manage end-to-end delivery of data pipelines, analytics solutions, dashboards, and modernization efforts.</p><p>• Partner with product owners to maintain dual-focused backlogs that address feature delivery, data quality enhancements, and compliance tasks.</p><p>• Ensure strong data governance practices, including metadata accuracy, documentation, and quality controls, throughout project lifecycles.</p><p>• Identify opportunities for process improvement and implement changes to enhance project delivery practices.</p>
We are looking for an experienced WIP (Work in Progress) Manager to oversee financial operations for active projects and installations. This role is instrumental in ensuring accurate job costing, timely billing, and proper revenue recognition. The ideal candidate will work closely with both accounting and operational teams to maintain financial integrity and drive process improvements.<br><br>Responsibilities:<br>• Oversee and maintain the WIP schedule for all ongoing installation and project-based jobs.<br>• Collaborate with project managers to confirm job status, completion percentages, and billing readiness.<br>• Identify and address unbilled work, invoicing delays, and potential revenue loss.<br>• Analyze overbilling and underbilling situations, ensuring timely resolution of discrepancies.<br>• Ensure revenue is recognized accurately based on project progress and contract terms, adhering to U.S. accounting standards.<br>• Monitor project performance by comparing actual costs to budgets and proactively highlighting risks to margins.<br>• Reconcile WIP balances with the general ledger and provide accurate data for month-end close.<br>• Establish structured processes and accountability for WIP management across accounting and operations.<br>• Hold teams accountable for providing timely and accurate updates on job-related financials.<br>• Support audit processes related to project accounting and revenue recognition.