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26 results for Crm Developer in San Jose, CA

Senior Financial Planner

Berkeley, CA
remote
Permanent / Full Time
120000.00 - 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.
2026-06-12T22:14:05Z

Software Engineer

Burlingame, CA
remote
Temporary / Contract
62.00 - 62.00 USD / Hourly
We are looking for a Software Engineer to join a collaborative engineering team in Burlingame, California, supporting the design and delivery of modern cloud-based solutions. This Long-term Contract position offers the opportunity to shape scalable services, contribute to architecture decisions, and build reliable integrations between field operations and business systems. The role suits an engineer who enjoys hands-on development, cross-functional collaboration, and creating practical software solutions that can evolve with changing product needs. Responsibilities: • Lead the design and implementation of scalable software components across data processing, backend services, and orchestration layers. • Build and enhance cloud-native applications that support the exchange of information between operational platforms and business systems. • Create, document, and maintain APIs and microservices that connect devices, applications, and distributed services. • Develop web-based interfaces and service-to-service workflows by integrating with cloud API endpoints. • Investigate production issues, resolve technical problems, and improve overall platform stability and performance. • Participate in design discussions, code reviews, and testing activities to maintain high engineering standards. • Partner with architects, engineers, and business stakeholders to evaluate feature requests, estimate delivery effort, and validate solutions. • Support field validation efforts by working with cross-functional teams to test and refine software in live construction environments. • Mentor less experienced engineers and promote strong collaboration, sound development practices, and continuous improvement within the team.
2026-06-15T17:33:43Z

Software Engineer

Burlingame, CA
remote
Temporary / Contract
60.00 - 60.00 USD / Hourly
We are looking for a Software Engineer to join a collaborative engineering team in Burlingame, California, supporting the design and delivery of modern software solutions that connect field operations with back-office systems. This is a Long-term Contract position offering the opportunity to contribute to cloud-based services, scalable APIs, and user-facing applications while working in an Agile environment. The role calls for a strong technical contributor who can help shape architecture decisions, improve system reliability, and partner with engineers and stakeholders across teams to deliver practical, high-impact solutions. Responsibilities: • Lead the design and implementation of scalable software components across data pipelines, service layers, and orchestration workflows. • Build and enhance cloud-based services that collect, process, and persist data for connected platforms and applications. • Create and maintain APIs within a microservices architecture to support communication between IoT-enabled systems and end-user tools. • Develop web interfaces and service-to-service integrations by consuming cloud API endpoints and translating business needs into technical solutions. • Investigate production issues, diagnose platform problems, and deliver effective fixes to improve system performance and stability. • Participate in architectural discussions, code reviews, and testing activities to ensure software quality and alignment with engineering standards. • Collaborate with cross-functional engineering teams and business stakeholders to assess new features, estimate effort, and validate solutions in real-world environments, including construction site settings when needed. • Mentor less experienced engineers by sharing development best practices, encouraging strong teamwork, and supporting technical growth. • Contribute to event-driven system design and help advance the adoption of modern cloud technologies and engineering approaches. • Perform unit and system-level validation to confirm that enhancements and changes meet functional and reliability expectations.
2026-06-15T17:33:43Z

Financial Advisor

San Mateo, CA
remote
Permanent / Full Time
130000.00 - 190000.00 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, deep mentorship, 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.
2026-06-10T20:04:25Z

Financial Advisor - San Mateo

San Mateo, CA
remote
Permanent / Full Time
140000.00 - 200000.00 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, deep mentorship, 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.
2026-06-12T07:04:07Z

Client Service Associate | Reputable Firm in SF

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If 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
2026-06-19T07:08:30Z

Wealth Associate | Established RIA Firm!

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or 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
2026-06-18T04:28:44Z

Sr. Software Engineer

Menlo Park, CA
onsite
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
Job TitleFull Stack Application Developer Company OverviewA leading, privately held organization in the investment and philanthropic services space is seeking a talented Full Stack Application Developer to join its technology team. Based in Los Angeles, CA, the organization manages a diverse portfolio of initiatives across investments, nonprofit programs, and research-driven efforts. The company is committed to innovation, operational excellence, and leveraging technology to support impactful global initiatives. Role SummaryThe Full Stack Application Developer will play a critical role in designing, building, and scaling modern business applications that support a wide range of organizational functions. Based in Los Angeles, CA, this role partners closely with cross-functional stakeholders to identify technology needs and deliver innovative, scalable solutions. The ideal candidate brings a strong technical foundation, a forward-thinking mindset, and an interest in emerging technologies, including AI/ML applications in enterprise environments. Key Responsibilities<ul><li>Design and develop scalable, end-to-end applications across both frontend and backend systems</li><li>Architect and implement technical solutions aligned with organizational and business goals</li><li>Collaborate with stakeholders to translate business requirements into technical specifications</li><li>Build and maintain microservices-based architectures and integrate third-party systems</li><li>Develop and manage RESTful APIs with a focus on performance, security, and usability</li><li>Contribute to CI/CD pipelines and promote best practices in automated testing and deployment</li><li>Research and evaluate emerging technologies to enhance system capabilities and productivity</li><li>Optimize database design and ensure efficient data modeling across systems</li><li>Uphold engineering best practices throughout the software development lifecycle</li></ul>Compensation & Benefits<ul><li>$200,000 - $250,000</li><li>Comprehensive benefits package</li><li>Performance-based incentives and long-term growth opportunities</li></ul>Additional Details<ul><li>Work model: Onsite</li><li>Collaborative, fast-paced environment with a strong focus on innovation and continuous improvement</li><li>Opportunity to work on impactful, mission-driven initiatives across multiple sectors</li></ul>
2026-06-16T18:58:56Z

Technical Sales Specialist

Watsonville, CA
onsite
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
Are you passionate about technology, manufacturing and building impactful relationships? Join our dynamic team as a Technical Sales Specialist, where your entrepreneurial spirit and client-orientation can truly shine. In this role, you’ll act as a key connector between new business opportunities and our market-leading solutions—directly influencing our company’s growth and our clients’ success. What You’ll Do: Forge lasting partnerships with new and existing customers—discover their needs, and creatively unlock new business opportunities. Prepare compelling quotes and proposals that win clients’ trust and align with their goals. Be our ambassador at industry trade shows, conferences, and seminars—network, share our story, and broaden our reach. Visit customers on-site to solve problems, ensure their satisfaction, and spark new projects. Keep our CRM (Salesforce) and order systems up-to-date, ensuring smooth operations from pitch to production. Partner closely with our engineering teams—helping transition prospects to happy, loyal customers by solving technical challenges together. Monitor market trends and deliver insights to leadership, helping us stay ahead and identify new growth avenues. Review contracts with a sharp eye for detail—terms, conditions, and export compliance are part of your toolkit. Oversee billing and coordinate shipping activities, ensuring top-tier customer service and expectations are always met. What Makes This Role Exciting: You’ll be joining a collaborative, forward-thinking culture where your ideas matter. Your work will fuel innovation and help shape the future of our company and our clients’ businesses. You’ll interact with diverse teams, learn from talented experts, and gain exposure across technical and commercial domains. detail oriented growth and development opportunities are not just offered—they’re encouraged. Posted by director of staffing Scott G. Moore (Reply here and connect with me on LinkedIn also!)
2026-06-11T23:38:41Z

Client Service Analyst

San Francisco Bay Area, CA
remote
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 Analyst | 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.
2026-06-10T19:48:41Z

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.
2026-06-10T19:43:45Z

Data Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000.00 - 153000.00 USD / Yearly
Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department. Solution Design & Technical Leadership<ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul>Data Infrastructure & Platform<ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul>Data Quality, Governance & Collaboration<ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul>
2026-06-11T20:53:43Z

Business Reporting Analyst

Newark, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making. The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics. **Position is fully onsite in Newark, CA 94560****Position is potential contract to hire based on performance - 6-month contract to start out** Key Responsibilities<ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul>
2026-06-16T19:28:46Z

Director of Operations | Wealth Management Leadership Opport

San Jose, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T05:18:40Z

Client Service Associate | Wealth Management

San Carlos, CA
remote
Permanent / Full Time
75000.00 - 115000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Wealth Management | San Carlos; 2 days onsite | $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-06-19T22:33:45Z

Client Service Associate Director | Wealth Management

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate Director | $100-130k base + 15–30% discretionary bonus |100% Remote (Optional SF Office Access) A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. Position OverviewThe Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth. Key Responsibilities<ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>
2026-06-19T22:13:44Z

Client Associate - $2B AUM and Career Growth

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession. If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement. <ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.
2026-06-01T18:48:50Z

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

Associate Director of Client Service

San Francisco Bay Area, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Director of Client Services | Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T19:48:41Z

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>
2026-06-17T20:24:01Z

Sr DevOps Engineer

San Francisco, CA
onsite
Temporary / Contract
75.00 - 85.00 USD / Hourly
We are looking for a Sr. DevOps Engineer to help strengthen and scale a cloud-based platform in San Francisco, California. This opportunity is ideal for a senior engineer who can improve infrastructure performance, streamline delivery processes, and support production systems in a hybrid work environment. The role partners closely with engineering teams to build dependable deployment practices, enhance platform visibility, and maintain stable operations across modern cloud services. This is a contract to permanent opportunity and requires 2 days a week on site. Responsibilities: • Develop, manage, and optimize cloud infrastructure that supports the company's live SaaS environment. • Create and maintain delivery pipelines for application services and machine learning workloads to enable efficient releases. • Oversee deployments across serverless components and container-based applications while ensuring consistency and reliability. • Administer and support a PostgreSQL data environment, including performance, availability, and operational upkeep. • Strengthen system dependability by improving monitoring, alerting, logging, and overall platform observability. • Automate provisioning and release processes through infrastructure-as-code practices using tools such as Terraform. • Collaborate with backend and machine learning teams to address infrastructure needs and enable smooth deployment workflows. • Participate in production support activities, including incident response and an on-call rotation. • Contribute to operational improvements that reduce manual effort and increase platform stability over time.
2026-06-12T23:18:47Z

Director of Operations | Wealth Management Leadership Opport

San Francisco, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience ✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency ✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure ✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred ✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives ✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T05:13:42Z

Director of Operations | Wealth Management Leadership Opport

San Mateo, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T05:18:40Z

Client Service Manager - Family Office

San Francisco, CA
onsite
Permanent / Full Time
110000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager| Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T19:43:45Z

Client Service Associate Director

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate Director $100-130k base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. Position OverviewThe Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth. Key Responsibilities<ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>What Makes This Opportunity Attractive<ul><li>Work directly with sophisticated Ultra High Net Worth individuals, families, and family office structures.</li><li>Join a collaborative, high-touch wealth management environment that prioritizes exceptional client service.</li><li>Opportunity to become a key contributor to the firm's long-term growth and client experience strategy.</li><li>Significant exposure to complex financial situations and multi-generational wealth planning needs.</li><li>Clear path for increased leadership responsibilities as the organization continues to grow.</li></ul>
2026-06-12T23:53:39Z