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3 results for Communications Manager in Santa Rosa, CA

Marketing Communications Coordinator

San Francisco, CA
remote
Temporary / Contract
21.774 - 25.212 USD / Hourly
We are looking for a Marketing Communications Coordinator to support brand messaging and audience engagement initiatives in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys creating compelling content, managing digital outreach, and helping execute multi-channel communication strategies. The role will contribute to email marketing, social media activity, and written communications that strengthen visibility and connect with target audiences. Responsibilities: • Develop and coordinate email marketing initiatives, including content drafting, scheduling, and performance tracking. • Create written materials that align with brand voice across digital and marketing communication channels. • Manage day-to-day social media content planning, posting, and audience engagement activities. • Partner with internal stakeholders to support campaigns that promote programs, services, or brand awareness. • Use HubSpot to organize marketing workflows, maintain campaign assets, and monitor communication efforts. • Edit and refine copy for clarity, consistency, and effectiveness across outreach materials. • Track campaign results and provide insights to improve future marketing communications. • Help maintain an organized content calendar to ensure timely delivery of communication initiatives.
2026-09-03T00:00:00Z

Operations Manager

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 195000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables. Responsibilities:• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z