10 results for Crm Developer in San Rafael, CA

Business Development Officer

Palo Alto, CA
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals? OverviewOur client is a Palo Alto–based, early-stage venture capital firm investing in transformative founders and emerging businesses. The firm is experiencing a period of accelerated growth, expanding its internal infrastructure to support future fundraising and long-term scale.They are seeking an Investor Relations & Fundraising Associate to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a commercially minded, relationship-driven professional who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors. Key Responsibilities<ul><li>Execute and support fundraising campaigns, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor fundraising materials, pitch decks, and investor correspondence</li><li>Assist with LP communications, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor fundraising metrics and performance indicators</li><li>Support planning and execution of Annual Meetings and investor events</li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
2026-03-13T13:58:44Z

Software Developer

San Jose, CA
onsite
Temporary
71.25 - 82.50 USD / Hourly
We are looking for a skilled Software Developer to join our team in San Jose, California. This is a long-term contract position where you will contribute to designing, developing, and maintaining high-quality software solutions. If you have a strong background in .NET technologies and enjoy solving complex technical challenges, this role is perfect for you. Responsibilities: • Develop and maintain software applications using .NET technologies, including C# and ASP.NET. • Write clean, efficient, and scalable code to meet project requirements. • Collaborate with cross-functional teams to design and implement new features. • Debug and troubleshoot software issues to ensure optimal performance. • Participate in code reviews and provide constructive feedback to team members. • Create and maintain technical documentation for software projects. • Test software applications thoroughly to identify and resolve bugs. • Stay updated on industry trends and emerging technologies to incorporate best practices. • Work closely with stakeholders to gather requirements and deliver solutions that align with business goals.
2026-03-09T19:18:43Z

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent
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.
2026-03-27T03:04:20Z

Private Wealth Relationship Manager - 1 Day/Wk in office!

Orinda, CA
onsite
Permanent
95000.00 - 110000.00 USD / Yearly
Please apply here and ping me on LinkedIn at Jeffrey Abrams. A fee-only Registered Investment Advisory firm operating under a fiduciary standard, focused on delivering personalized financial guidance. The firm provides retirement planning, investment management, and holistic financial advisory services, emphasizing long-term client relationships and acting in clients’ best interests at all times. Role SummaryThis is a client-facing operations and relationship management role supporting financial advisors and ensuring a seamless client experience. The position combines administrative precision with strong interpersonal skills, involving account setup, asset transfers, reporting, and ongoing client service. The individual will serve as a key point of contact between clients, internal teams, and external custodians, while also helping deepen client relationships and introduce additional advisory services where appropriate. Key Responsibilities<ul><li>Support onboarding of new clients and account transitions</li><li>Process account paperwork, transfers, distributions, and RMDs</li><li>Coordinate with custodians to execute account-related requests</li><li>Maintain accurate records in CRM and track client requirements</li><li>Schedule client meetings and support advisor workflows</li><li>Communicate client needs internally and ensure timely follow-up</li><li>Assist with client engagement initiatives and special projects</li></ul>
2026-04-02T17:38:45Z

Investor Relations Associate | $1B+ AUM Early Stage VC!

Palo Alto, CA
remote
Permanent
100000.00 - 120000.00 USD / Yearly
Investor Relations & Fundraising AssociateEarly-Stage Venture Capital | Silicon Valley Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals? OverviewOur client is a Silicon Valley–based, early-stage venture capital firm investing in transformative founders and emerging businesses. The firm is experiencing a period of accelerated growth, expanding its internal infrastructure to support future fundraising and long-term scale.They are seeking an Investor Relations & Fundraising Associate to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a commercially minded, relationship-driven professional who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors. Key Responsibilities<ul><li>Execute and support fundraising campaigns, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor fundraising materials, pitch decks, and investor correspondence</li><li>Assist with LP communications, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor fundraising metrics and performance indicators</li><li>Support planning and execution of Annual Meetings and investor events</li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
2026-03-24T03:18:45Z

Client Service Associate - RIA Firm

San Mateo, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus Jennifer Fukumae with Robert Half's Financial Services Division is partnering with 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>
2026-03-31T04:23:41Z

Wealth Analyst at Thriving RIA

San Ramon, CA
remote
Permanent
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T22:23:49Z

Associate Advisor at Thriving Wealth Management Firm

Danville, CA
onsite
Permanent
90000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T02:23:41Z

Systems Engineer

San Francisco, CA
remote
Contract / Temporary to Hire
60.00 - 70.00 USD / Hourly
We're looking for a Systems Engineer who will be responsible for virtualization, enterprise networking, and Veeam backup systems. This role requires at least three years of direct experience with Microsoft Intune, Entra, Active Directory, as well as expertise in enterprise storage solutions and data protection. Responsibilities include maintaining secure and efficient network operations, coordinating with third-party vendors, and driving continual improvement in data backup and virtualization processes. This is a contract to hire position. <ul><li>Oversee and manage managed service providers (MSPs) or consultants supporting virtualization platforms, enterprise networking, Veeam backup and recovery systems</li><li>Act as the internal technical owner for Windows infrastructure, Microsoft 365, and Azure AD (Entra ID)</li><li>Maintain and improve identity, device, and access management using Microsoft Intune, Entra ID / Azure AD and on-prem Active Directory</li><li>Ensure secure, stable, and efficient network and system operations</li><li>Coordinate with third party vendors to troubleshoot issues, manage changes, and deliver projects</li><li>Drive continuous improvement in backup and disaster recovery processes including Virtualization and storage performance, security posture and operational efficiency</li><li>Participate in system planning, documentation, and operational best practices</li></ul>
2026-03-23T19:43:43Z

Full-Stack Engineer

San Francisco, CA
onsite
Permanent
100000.00 - 150000.00 USD / Yearly
Our client is an early-stage, high-growth startup building products that are actively used and loved by real users. They are looking for a Full Stack Engineer (3–6 years of experience) who is excited about building impactful products in a fast-paced, startup environment — and who has interest or exposure to AI. This is a fully onsite role in San Francisco - (must be already living in San Francisco Bay Area to be considered) About the Role As a Full Stack Engineer, you’ll play a key role in designing, developing, and maintaining modern web applications. You’ll work across the stack to build clean, scalable features and collaborate closely with a small, highly motivated team. This is an opportunity for someone who genuinely enjoys building things — especially products that people use every day. What You’ll Do Design, develop, and maintain full stack applications Build user-facing features using React and Next.js Develop and integrate backend services using Python (Flask) Write clean, efficient, and maintainable TypeScript code Debug, test, and optimize application performance Collaborate closely with cross-functional teammates in a fast-moving startup environment Contribute to AI-powered features and generative AI initiatives
2026-03-10T21:04:04Z