Crm Developer Jobs in San Francisco, CA

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VP of Client Services - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 175000.00 USD / Yearly
A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing Teams<ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul>Elevate the Client Experience<ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul>Partner Across the Business<ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul>Drive Operational Excellence<ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul>
2026-11-06T14:48:43Z

Associate Advisor

Danville, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-focused wealth management firm serving successful individuals, families, and business owners. The firm offers a collaborative environment with direct access to senior advisors, meaningful client exposure, and a strong commitment to professional development. This is an excellent opportunity for someone looking to accelerate their financial planning career and grow into a more client-facing advisory role. You'll work closely with experienced advisors, gain exposure to financial planning, investments, and relationship management, and receive support for licensing, professional development, and long-term career growth. Responsibilities<ul><li>Support advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up action items</li><li>Support client onboarding and ongoing relationship management</li><li>Analyze client financial information and prepare planning recommendations</li><li>Assist with account openings, transfers, and client service requests</li><li>Coordinate insurance planning and work with custodians and external partners</li><li>Maintain CRM records and help improve planning processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Associate Wealth Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T13:28:45Z

Associate Wealth Advisor

Danville, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Associate Advisor

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Data Engineer

Campbell, CA
remote
Temporary to Hire
60.00 - 82.00 USD / Hourly
We are looking for an experienced Data Engineer to strengthen and scale an enterprise data environment in California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys building reliable cloud-based data solutions, shaping reporting-ready datasets, and connecting information from diverse business platforms. The role offers meaningful ownership across data modeling, pipeline development, and analytics enablement while working closely with stakeholders in a collaborative setting. Responsibilities: • Create and refine scalable data structures that support reporting, analytics, and long-term platform growth. • Develop and maintain curated datasets that are dependable, well-organized, and ready for business intelligence use. • Connect data from multiple enterprise applications and align it into a consistent, usable format. • Build and manage mappings, reference relationships, and cross-system data associations to improve data consistency. • Enhance existing ingestion and transformation workflows to support expanding business and analytics needs. • Strengthen platform stability through better monitoring, testing practices, and operational improvements. • Tune and optimize data processing performance while contributing to ongoing platform enhancements. • Produce clear documentation for lineage, transformation rules, and support procedures to improve maintainability. • Collaborate with business partners to deliver high-confidence data assets that support reporting and decision-making. • Help establish engineering standards, documentation practices, and technical guidelines across the data platform.
2026-11-04T15:04:01Z

Paraplanner, Established RIA Firm

Mill Valley, CA
remote
Permanent / Full Time
85000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies. Responsibilities<ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul>
2026-10-23T16:28:45Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role. Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes. Responsibilities: Client & Meeting Support Prepare client meeting materials, agendas, reports, and supporting information.Participate in client meetings and increasingly contribute as experience develops.Document client decisions, commitments, and action items. Handle routine client communications and service requests.Follow up with clients for information, documents, signatures, and outstanding items. Provide backup coverage for Lead Advisors on routine matters. Financial PlanningGather, organize, and maintain client financial information.Prepare and update financial plans under the direction of the Lead Advisor.Support retirement, cash flow, tax, estate, insurance, and other planning analyses.Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists.Identify missing information, inconsistencies, deadlines, and issues requiring additional review.Support implementation of planning recommendations following client and Lead Advisor approval. Coordination & Execution Translate client decisions and advisor direction into specific tasks and next steps.Track client requests, planning work, paperwork, and internal deliverables through completion.Maintain accurate client records, meeting notes, tasks, and deadlines.Follow up on outstanding work and escalate delays or unresolved issues.Help ensure recurring client service and planning activities are completed on schedule.Investment Support Develop and maintain knowledge of the firm's investment approach and client portfolios.Prepare portfolio review materials and related client information. Identify portfolio or client changes requiring review by the Lead Advisor or Investment team.Support implementation and follow-through on approved investment decisions. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-10-26T17:44:08Z

Systems Engineer

Fremont, CA
onsite
Temporary / Contract
47.50 - 55.00 USD / Hourly
We are looking for a Systems Engineer to support and enhance core enterprise infrastructure in Fremont, California. This Contract position will focus on maintaining secure, reliable, and efficient environments across directory services, server platforms, messaging systems, and virtualized technologies. The ideal candidate brings strong technical depth in Microsoft-based infrastructure and a proactive approach to troubleshooting, administration, and continuous improvement. Responsibilities: • Administer and optimize Active Directory environments, including user access, group policies, and directory health. • Manage Microsoft Windows Server systems to ensure stability, performance, and ongoing operational readiness. • Support Azure Active Directory administration, including identity management and access control configuration. • Maintain and troubleshoot Citrix technologies to provide dependable application and desktop delivery services. • Oversee Microsoft Exchange administration, including mailbox management, system performance, and issue resolution. • Monitor infrastructure services and respond to incidents with timely diagnosis and corrective action. • Implement system updates, patches, and configuration changes while minimizing service disruption. • Document technical procedures, environment changes, and support activities to maintain operational visibility.
2026-10-28T21:48:42Z

9 results for Crm Developer in San Francisco, CA