7 results for Relationship Managercsa Progressive Wm Firm in Orinda, CA

Relationship Manager | East Bay RIA Firm

Orinda, CA
onsite
Permanent
85000 - 110000 USD / Yearly
A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience. Why Join:<ul><li>Average team tenure of 8+ years — people love working here!</li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul> Key Responsibilities<ul><li>Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm</li><li>Guide clients through account establishment, asset transfers, and related service requests</li><li>Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations</li><li>Liaise with custodial partners to complete account maintenance and servicing tasks</li><li>Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions</li><li>Coordinate client meetings and investment review sessions for the Advisor</li><li>Maintain accurate and detailed client records within the CRM platform</li><li>Support client appreciation events and assist with special initiatives as needed</li></ul>
2026-03-02T00:00:00Z

Relationship Manager | RIA Firm in East Bay

Orinda, CA
onsite
Permanent
90000 - 110000 USD / Yearly
A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team. You'll 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. Responsibilities<ul><li>Collaborate with the growth team to facilitate new client onboarding and oversee seamless asset transitions to the firm</li><li>Advise clients through account setup, transfer of assets, and ongoing servicing requests</li><li>Process distribution requests, including oversight of Required Minimum Distributions (RMDs) and annual compliance tracking</li><li>Coordinate with custodial institutions to manage account servicing and maintenance activities</li><li>Elevate complex client issues to appropriate internal partners and ensure comprehensive documentation of all communications</li><li>Schedule and organize client meetings and portfolio review sessions for the Advisor</li><li>Maintain precise and up-to-date client data within the firm’s CRM system</li></ul>
2026-03-06T00:00:00Z

Operations Associate at Wealth Management Firm

Mill Valley, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus Our client is a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Operations Associate | Wealth Management Firn

Mountain View, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-02T00:00:00Z

Relationship Manager - Hybrid; 1x/Week

San Francisco, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters. You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow. Responsibilities<ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Contracts Manager

Santa Clara, CA
remote
Temporary
60 - 75 USD / Hourly
AI company is seeking a dynamic and experienced Contracts Manager to join our team, focused on supporting complex SaaS contract negotiations and management. This is a fully remote position offering flexible hours that will ebb and flow between 10-40 hours per week based on business needs, providing an ideal environment for professionals who thrive in a fast-paced and adaptable setting. The ideal candidate will have at least 5-10+ years of experience negotiating SaaS agreements. Key Responsibilities:<ul><li>Draft, review, negotiate, and manage a broad range of SaaS, software licensing, and technology agreements with customers, vendors, and partners.</li><li>Collaborate with internal business teams to provide guidance on contractual issues, identify potential risks, and ensure alignment with business objectives.</li><li>Oversee the entire contract lifecycle from intake through execution, maintaining compliance with company policies and applicable regulations.</li><li>Support the improvement of contract templates, negotiation playbooks, and internal contracting processes to drive efficiency and minimize risk.</li><li>Work cross-functionally with sales, finance, IT, and operations in a fast-paced, technology-driven environment.</li><li>Stay current on trends and changes related to SaaS contracting and best practices.</li></ul>
2026-02-27T00:00:00Z