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15 results for Crm Developer in San Francisco, CA

Financial Advisor/Planner

Berkeley, CA
remote
Permanent / Full Time
140000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T18:53:52Z

Development Assistant

Oakland, CA
onsite
Temporary / Contract
22.00 - 25.00 USD / Hourly
Development AssistantJob Description:A nonprofit organization is seeking a Development Assistant to support fundraising efforts, donor relations, and community engagement initiatives.Responsibilities:<ul><li>Maintain donor databases</li><li>Process donations and acknowledgments</li><li>Coordinate fundraising events</li><li>Assist with grant and donor communications</li><li>Prepare reports and fundraising materials</li><li>Track campaign metrics</li></ul>
2026-07-17T16:33:42Z

Wealth Advisor

San Mateo, CA
remote
Permanent / Full Time
170000.00 - 220000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T16:43:52Z

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent / Full Time
175000.00 - 225000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-29T07:04:18Z

Client Services Associate

San Francisco, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T19:03:59Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000.00 - 80000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T20:23:40Z

Financial Advisor

San Mateo, CA
remote
Permanent / Full Time
160000.00 - 230000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-24T07:14:27Z

Financial Advisor

San Mateo, CA
remote
Permanent / Full Time
170000.00 - 225000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T16:43:52Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-17T13:53:42Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 185000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-25T19:13:46Z

Software Engineer II – AI Engineer (w/ skills in Deployment)

San Ramon, CA
remote
Permanent / Full Time
85000.00 - 124000.00 USD / Yearly
Robert Half is seeking a Software Engineer II – AI Engineer who will analyze, design, program, debug, test, implement, deploy, and support software enhancements and new applications using Generative AI technologies. This role contributes to the development and production deployment of GenAI-enabled applications, including LLM-powered workflows, RAG pipelines, and AI-driven user experiences. This role supports SDLC documentation across all phases, with a focus on deployment, evaluation, observability, safety, and monitoring. It also interacts with users to define requirements and support applications in production. What You’ll Do <ul><li>Develop and modify application modules, including GenAI components. </li><li>Build prompt workflows, retrieval layers, APIs, and cloud services. </li><li>Troubleshoot production issues, including latency, hallucinations, and errors. </li><li>Provide Level II production support for deployed systems. </li><li>Design components, including LLM integrations and RAG pipelines. </li><li>Implement CI/CD pipelines, containerization, and release processes. </li><li>Develop RAG pipelines with embeddings, chunking, and vector search. </li><li>Apply prompt engineering techniques, including few-shot prompting and structured outputs. </li><li>Evaluate models for accuracy, relevance, and hallucination risk. </li><li>Implement safety guardrails, including PII protection and prompt-injection defense. </li><li>Execute testing, including unit, integration, and GenAI evaluation testing. </li><li>Monitor production systems for latency, cost, usage, and errors. </li><li>Support incident management with fallback and recovery strategies. </li></ul>
2026-07-10T23:38:35Z

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>
2026-07-24T13:53:42Z

Sales Support

Oakland, CA
remote
Temporary / Contract
25.00 - 25.00 USD / Hourly
We are seeking a detail-oriented and resourceful Outbound Prospecting individual to support our sales team by identifying and qualifying target companies and decision-makers. This role involves researching accounts, building prospect lists, locating and verifying contact information (phone numbers, emails, LinkedIn profiles, company websites, trade associations, industry events), and ensuring data accuracy within our tracking and CRM systems. The ideal candidate understands how to analyze target markets (ICP), identify key contacts by title and function, and quickly gather actionable intelligence that supports outbound calling, email campaigns, and business development efforts. Strong research skills, attention to detail, and the ability to work efficiently are essential.
2026-07-27T21:43:46Z

Software Engineer II

San Ramon, CA
remote
Permanent / Full Time
85000.00 - 124000.00 USD / Yearly
We are looking for a talented and motivated Software Engineer II to join our innovative IT team. As a Software Engineer II, you will be responsible for designing, developing, and maintaining software applications using modern technologies. You will work on both front-end and back-end development, ensuring seamless integration and optimal performance. Your role will involve collaborating with cross-functional teams to deliver high-quality software solutions that meet business requirements. This role offers the opportunity to work on cutting-edge software solutions, improve system efficiency, and contribute to strategic IT initiatives. If you are passionate about software engineering and thrive in a dynamic environment, we’d love to hear from you! What You'll Do<ul><li>Develop and maintain web applications using modern front-end frameworks such as React or Angular.</li><li>Design and implement RESTful APIs and microservices using C#.</li><li>Work with cloud platforms like Azure or AWS to deploy and manage applications.</li><li>Implement CI/CD pipelines using tools like Azure DevOps or GitHub Actions.</li><li>Collaborate with UX/UI designers to create intuitive and responsive user interfaces.</li><li>Write unit and integration tests to ensure code quality and reliability.</li><li>Participate in code reviews and provide constructive feedback to peers.</li><li>Troubleshoot and resolve software defects and production issues.</li><li>Design and contribute to an AI agent platform, enabling intelligent automation, workflow orchestration, and integration with enterprise systems.</li></ul>
2026-07-06T21:38:43Z

Cloud Systems Engineer

Martinez, CA
onsite
Temporary / Contract
60.00 - 70.00 USD / Hourly
We are looking for a Sr. Systems Engineer to support and enhance a Microsoft-focused cloud environment in Martinez, California. This Long-term Systems Engineer Contract position will play a key role in strengthening Microsoft 365 services, device management, identity administration, and cloud-based automation across the organization. The ideal Systems Engineer candidate brings strong technical depth across Azure, Intune, Entra ID, and the Power Platform, along with the ability to resolve complex issues and guide broader IT efforts. This Systems Engineer role is an onsite ole out of Martinez, Ca. Responsibilities:• Oversee the performance, security, and day-to-day administration of Microsoft 365 applications, including Exchange Online, SharePoint Online, Teams, and OneDrive.• Create and refine Intune configurations for endpoint management, compliance enforcement, and software deployment across supported devices.• Administer identity and access controls within Entra ID, including authentication methods, privileged access workflows, conditional access, and hybrid identity support.• Support the design, maintenance, and troubleshooting of Azure-based services that underpin the organization's cloud infrastructure.• Develop business-focused solutions using Power Apps, Power Automate, and Power BI to improve reporting and streamline operational processes.• Investigate high-severity incidents, perform root-cause analysis, and implement durable fixes across Microsoft 365 and Azure platforms.• Build and maintain automation using PowerShell and Microsoft Graph integrations to reduce manual administrative effort and improve consistency.• Produce and update technical documentation covering architecture, configurations, operational procedures, and support standards.• Assess emerging Microsoft capabilities and licensing updates, then provide recommendations on adoption, governance, and practical use.• Provide technical mentorship to less experienced team members and collaborate with security, compliance, and IT partners on audits, controls, and risk reduction.
2026-07-07T15:33:43Z