Results for Creative Services Manager Jobs in Santa Rosa, CA

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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>
2026-10-02T13:38:47Z

Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients

San Francisco, CA
remote
Permanent / Full Time
160000.00 - 225000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-12T18:03:46Z

Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients

Oakland, CA
remote
Permanent / Full Time
160000.00 - 225000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-12T18:08:45Z

Receptionist

Oakland, CA
onsite
Temporary / Contract
24.70 - 28.60 USD / Hourly
We are seeking a Part-Time Office Assistant to support daily administrative operations and assist with special organization projects within the office. This role is ideal for someone who enjoys creating order, taking ownership of projects, and supporting a collaborative professional environment.The primary focus will be a combination of general office support and hands-on management of the firm's materials and resource library, helping maintain an organized, functional, and efficient workspace.Key ResponsibilitiesAdministrative Support<ul><li>Provide general office and administrative assistance to staff</li><li>Assist with filing, scanning, data entry, and document organization</li><li>Support office operations and day-to-day administrative tasks</li><li>Maintain common areas and assist with office organization initiatives</li><li>Coordinate and organize office materials, supplies, and resources</li></ul>Resource Library & Special Projects<ul><li>Organize, catalog, and maintain the firm's materials and resource library</li><li>Purge outdated or duplicate materials and files</li><li>Assist with inventorying and labeling resources</li><li>Develop and maintain organizational systems for materials and sample storage</li><li>Take ownership of special office organization projects from start to finish</li><li>Help improve overall functionality and efficiency of the workspace</li></ul>
2026-10-21T19:34:07Z

Systems/Infrastructure Engineer

Petaluma, CA
onsite
Permanent / Full Time
110000.00 - 135000.00 USD / Yearly
A growing private aviation services organization is seeking a Senior Systems / Infrastructure Engineer to support and secure its enterprise infrastructure, cloud platforms, and business-critical systems. This is a hands-on role responsible for administering Microsoft technologies, Azure cloud environments, virtualization platforms, networking, and security tools while driving infrastructure modernization and operational excellence.What You'll OwnMicrosoft 365, Azure administration and migrations, Active Directory, Entra ID, VMware/Hyper-V, infrastructure modernization, security tools, and identity management. Networking experience is important but serves as a supporting component of the role rather than the primary focus.Role FocusThis position is primarily centered on systems administration and infrastructure engineering, with significant responsibility for Azure administration, cloud implementations, migrations, and hybrid environments. You'll work across Microsoft technologies, virtualization, identity management, and security platforms while helping drive modernization initiatives throughout the organization. Security operations and network administration are important aspects of the role, but deep network architecture is not the primary focus.Key ResponsibilitiesInfrastructure & Cloud Administration<ul><li>Administer and support Microsoft 365, Entra ID (Azure AD), Active Directory, Windows Server, Group Policy, and hybrid cloud environments.</li><li>Lead and support Azure administration, implementation, migration, and optimization projects.</li><li>Design, deploy, and maintain Azure cloud services, hybrid identity solutions, and cloud-based infrastructure.</li><li>Manage VMware and Hyper-V environments, enterprise servers, storage, backups, and core infrastructure.</li><li>Implement patching, monitoring, system hardening, and infrastructure best practices.</li></ul>Network Administration<ul><li>Manage and troubleshoot enterprise LAN/WAN environments.</li><li>Support switches, routers, firewalls, VPNs, wireless infrastructure, and network segmentation.</li><li>Ensure high availability, performance, and reliability across on-premises and cloud environments.</li></ul>Security & Identity Management<ul><li>Administer Okta, MFA, identity governance, privileged access, and user lifecycle management.</li><li>Support SIEM, EDR, vulnerability management, endpoint security, IDS/IPS, and security monitoring platforms.</li><li>Perform vulnerability remediation, risk reduction, and security hardening initiatives.</li><li>Implement Zero Trust security principles and secure access controls.</li></ul>Incident Response & Compliance<ul><li>Participate in security incident response, investigation, root cause analysis, and remediation efforts.</li><li>Support compliance initiatives related to NIST, CIS, SOC 2, GDPR, and CCPA.</li><li>Maintain technical documentation, infrastructure diagrams, runbooks, and operational procedures.</li></ul>
2026-10-07T15:33:42Z

Healthcare Marketing Liaison

Antioch, CA
onsite
Temporary / Contract
25.00 - 35.00 USD / Hourly
We are looking for a personable and driven Healthcare Marketing Liaison to support referral growth and strengthen client relationships across Antioch, California. This Long-term Contract position is ideal for someone who enjoys working independently in the field while promoting healthcare service lines through a consultative, relationship-focused approach. The role blends outreach, account development, and marketing support, with time spent between a home office, designated office locations, and regional travel throughout the service area. Candidates who bring energy, professionalism, and a genuine interest in healthcare outreach will be well suited for this opportunity. Responsibilities:• Build and maintain strong relationships with referral sources, community partners, and healthcare accounts to expand awareness of available services.• Represent healthcare service offerings in the field through consultative conversations that identify client needs and uncover growth opportunities within existing accounts.• Plan and carry out marketing outreach activities, including direct engagement efforts, follow-up communication, and support for promotional initiatives.• Use Salesforce and Microsoft Office tools to document outreach activity, track account interactions, and maintain accurate records of business development efforts.• Coordinate and participate in events, visits, and external meetings that help increase visibility and strengthen partner engagement.• Manage a regional territory with regular travel during the workweek, starting and ending the day from a home-based setting on designated field days.• Collaborate with internal teams to align outreach efforts with service line priorities and ensure consistent communication with prospective and current partners.• Take part in ride-alongs or shadowing activities as needed to learn role expectations and support a smooth onboarding experience. If you have a passion for the Healthcare space and are interested in this role, apply today and call us at (510) 470-7450
2026-10-05T21:08:46Z

Sr Network Engineer

Concord, CA
onsite
Permanent / Full Time
140000.00 - 150000.00 USD / Yearly
We are looking for an experienced Sr Network Engineer to support and strengthen a hybrid enterprise infrastructure in Concord, California. This role focuses on designing, optimizing, and securing network environments that enable dependable connectivity, protected data exchange, and stable day-to-day operations. The ideal candidate brings strong technical depth across cloud and on-premises platforms, a practical troubleshooting mindset, and the ability to communicate effectively with both technical and non-technical stakeholders. Responsibilities: • Design, maintain, and enhance network infrastructure across routing, switching, wireless connectivity, firewall platforms, VPN services, and hybrid Azure-integrated environments. • Develop and uphold network architecture standards, technical documentation, and long-term infrastructure plans that improve performance, segmentation, and security. • Administer and support a hybrid Microsoft ecosystem, including cloud and on-premises services, to ensure reliable access and operational continuity. • Manage the Hyper-V environment and related infrastructure components to maintain availability, scalability, and system efficiency. • Investigate and resolve complex network and connectivity issues, serving as an escalation point for advanced incidents and selected help desk matters. • Oversee backup operations for critical systems and verify that recovery processes align with business continuity needs. • Partner with IT leadership and security stakeholders to implement preventive safeguards and contribute to incident response efforts. • Provide technical guidance to end users and entry-level team members while promoting strong service standards and timely issue resolution. • Monitor industry developments, evaluate emerging technologies, and recommend improvements that strengthen the overall network environment. • Travel occasionally to support offices or operational needs as required.
2026-09-18T15:38:47Z

Human Resources (HR) Business Partner

San Francisco, CA
onsite
Temporary / Contract
47.50 - 55.00 USD / Hourly
We are looking for an experienced Human Resources Business Partner to support leaders and employees across multiple functions in San Francisco, California. This Long-term Contract position is ideal for someone who brings a strong HR generalist background, sound judgment in employee relations, and the ability to work independently in a fast-moving environment. The role will partner closely with business leaders to strengthen performance, guide organizational decisions, and deliver practical people solutions that support business goals. Responsibilities: • Advise leaders across departments on employee relations matters, people strategy, and day-to-day HR support while building trusted partnerships at multiple levels of the organization. • Manage complex employee matters from initial intake through resolution, including performance concerns, workplace investigations, documentation, separations, and coordination with legal partners when appropriate. • Coach managers through sensitive situations by providing clear guidance on performance expectations, feedback conversations, and appropriate escalation paths. • Partner with business teams on annual talent processes such as performance reviews, calibration discussions, promotions, compensation changes, and succession planning. • Support workforce planning and organizational effectiveness efforts by identifying talent needs, recommending structural improvements, and aligning people plans with business priorities. • Use HR metrics, reporting, and dashboards to spot trends, assess program impact, and provide actionable recommendations to leaders and stakeholders. • Contribute HR partnership to sales organizations and other functions such as Product, Marketing, Client Services, and G& A, with attention to function-specific people challenges. • Collaborate closely with the broader HR team to drive employee engagement, talent development initiatives, and consistent application of HR policies and practices. • Maintain effective use of HR tools and platforms such as Workday, CultureAmp, Ashby, and Workramp to support people programs and operational processes.
2026-10-06T14:18:44Z

Sr. Employment Attorney

Berkeley, CA
onsite
Permanent / Full Time
150000.00 - 230000.00 USD / Yearly
We are looking for an experienced Senior Employment Attorney to join a legal team serving clients in California. This position focuses on guiding employers through complex workplace matters, handling disputes, and delivering practical legal advice that helps reduce risk. The ideal candidate brings deep knowledge of California labor and employment law, sound judgment, and the ability to lead sophisticated matters while building strong client relationships. Responsibilities: • Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution. • Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings. • Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations. • Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions. • Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures. • Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters. • Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation. • Support the growth of the legal team by coaching entry-level attorneys, sharing subject matter knowledge, and providing guidance on case strategy.
2026-10-22T18:03:50Z

9 results for Creative Services Manager in Santa Rosa, CA