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7 results for Salesforce Developer in San Francisco, CA

Client Service Associate | Reputable Firm in SF

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
🚨 Client Service Associate | Wealth Management | San Francisco, CAIf interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-01T20:08:46Z

Wealth Analyst - Top Wealth Management Firm

Menlo Park, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T15:23:47Z

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.
2026-06-01T23:23:45Z

Operations Specialist

Houston, CA
remote
Temporary / Contract
30.00 - 40.00 USD / Hourly
We are looking for an Operations Specialist to provide day-to-day administrative and reporting support across key business functions for a growing start up company. This Long-term Contract position is ideal for someone who is highly organized, detail-oriented, and comfortable managing records, schedules, and operational workflows. The role will contribute to smooth coordination across Operations, Legal, and People teams while helping maintain accurate business data and supporting internal processes. Responsibilities:• Organize calendars and arrange internal meetings that help Operations, Legal, and People teams stay aligned and productive.• Enter, update, and verify information in company systems to keep operational records accurate and current.• Manage digital files and business documentation, including maintaining orderly folder structures and consistent metadata practices.• Provide administrative support for onboarding and offboarding activities involving employees, clients, and external vendors.• Assist with logistics for company gatherings, staff events, and conference-related travel arrangements.• Keep business development tracking tools up to date, including Salesforce records and shared meeting pipeline documents.• Prepare operational and resource-related reports using Salesforce and BigTime to support staffing and utilization reviews.• Produce performance-related reporting through Lattice to assist with project evaluations and year-end review activities.
2026-06-02T21:43:47Z

Data Engineer

San Francisco, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
We are looking for a Data Engineer/Analyst to join a B2B technology team in San Francisco, California. This role focuses on turning complex business questions into clear reporting, actionable metrics, and effective dashboard solutions that support multiple teams. The ideal candidate is comfortable working with large datasets, building scalable Tableau reporting, and querying data directly in Databricks. This opportunity is well suited for someone who can balance a steady flow of requests while clearly communicating insights to cross-functional stakeholders. This is a 3-6 month contract opportunity. Responsibilities:• Oversee and prioritize a continuous pipeline of analytics requests coming from different business groups to ensure timely delivery of insights.• Investigate reporting issues, resolve dashboard errors, and create new Tableau dashboards designed for long-term scalability and usability.• Convert loosely defined business needs into measurable KPIs, structured analysis, and intuitive data visualizations.• Write and refine SQL queries against the Databricks data lake to retrieve accurate data for reporting and analysis.• Prepare large datasets by extracting, transforming, merging, and summarizing information from multiple sources.• Improve query efficiency and enhance data structures to support faster, more reliable dashboard performance.• Develop reporting focused on operational metrics such as performance trends, transfer activity, and response or resolution measurements.• Design visual outputs such as trend analyses, comparison views, and region-based reporting to help stakeholders interpret results quickly.• Present dashboards to partners and explain the methodology, assumptions, and logic behind the analysis in a clear manner.
2026-05-21T20:43:45Z

Security Software Engineer

Oakland, CA
onsite
Temporary / Contract
45.00 - 50.00 USD / Hourly
About the RoleWe are seeking a highly skilled Security Software Engineer to join a fast-moving Cloud Security team on a contract engagement. This role is ideal for a hands-on engineer who thrives in execution-focused environments and can quickly step into in-flight security initiatives to drive them to completion.You will take ownership of partially built automation pipelines, reporting systems, and AI-assisted remediation workflows, contributing directly to improving vulnerability management and cloud security posture.Key Responsibilities<ul><li>Take ownership of existing vulnerability management and cloud security automation initiatives and drive delivery within a contract engagement</li><li>Complete Wiz issue mapping automation, including API-driven correlation scripts, payload enrichment, and ticket routing across systems</li><li>Build and maintain patch reporting dashboards and metrics, including EOL tracking and kernel patching insights</li><li>Contribute to AI-driven remediation workflows, enhancing “Done For You” (D4U) agents and integrations for automated vulnerability resolution</li><li>Support migration of Rapid7 Hosted Console (including backups, credential migration, and rule cleanup)</li><li>Develop and deploy custom security tooling to detect, report, and remediate infrastructure vulnerabilities</li><li>Work within existing JIRA backlogs and documentation to ensure seamless continuation of work</li><li>Participate in on-call rotation and function as a Security SRE for vulnerability management tickets</li><li>Collaborate cross-functionally and maintain clear technical documentation, including TDDs and status updates</li></ul>
2026-05-29T20:58:47Z

Systems Engineer - Azure

Pleasant Hill, CA
onsite
Temporary / Contract
65.00 - 70.00 USD / Hourly
We are looking for a skilled Systems Engineer to support, maintain, and enhance cloud and infrastructure environments, primarily in Azure. This Systems Engineer will support and enhance a modern IT environment with a strong focus on Microsoft Azure. This Systems Engineer role will work closely with internal IT and project teams to support ongoing initiatives and day‑to‑day operations. This Systems Engineer role is an onsite position out of Pleasant Hill, Ca. This Systems Engineer Opportunity is project based for 6-9 months. Responsibilities<ul><li>Support, maintain, and enhance cloud and infrastructure environments, primarily in Azure</li><li>Participate in project‑based work as well as operational support activities</li><li>Collaborate with application, security, and network teams on deployments and troubleshooting</li><li>Monitor system performance, availability, and reliability</li><li>Assist with cloud migrations, upgrades, or environment optimization as needed</li><li>Document configurations, processes, and best practices</li><li>Follow change management, security, and compliance standards</li></ul>
2026-05-07T19:18:42Z