5 results for Creative Services Manager in Santa Rosa, CA

IT Director

Walnut Creek, CA
onsite
Permanent
130000.00 - 180000.00 USD / Yearly
We are looking for an experienced IT Director to oversee and advance the technology operations of a detail-oriented services organization in Walnut Creek, California. This role requires a blend of strategic planning, hands-on technical expertise, and leadership to ensure the firm's infrastructure and systems run smoothly. The position offers excellent benefits, including profit sharing, year-end bonuses, and opportunities for growth within a collaborative team environment. Responsibilities:• Provide strategic leadership for the IT department, oversee IT Specialist and MSP vendors, ensuring alignment with the organization's goals and objectives.• Manage and maintain the firm's on-premises servers, Microsoft-based systems, and overall infrastructure.• Administer and support specialized legal-industry applications, including NetDocuments.• Address complex technical issues by providing hands-on assistance and mentoring the internal IT Specialist.• Design and implement strategies to enhance security, ensure data integrity, and optimize system reliability.• Develop and execute long-term IT plans, identifying opportunities for upgrades and improved efficiencies.• Monitor and manage help desk operations, ensuring timely resolution of escalated issues.• Collaborate with other departments to understand technology needs and deliver effective solutions.
2026-03-11T17:39:04Z

Financial Planner - RIA Firm - East Bay 2 days Onsite

Walnut Creek, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-03-31T04:28:46Z

Relationship Manager - HYBRID, 1 day onsite

Oakland, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters. You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow. Responsibilities<ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T22:08:44Z

Controller

San Francisco, CA
remote
Temporary
65.00 - 80.00 USD / Hourly
DESCRIPTION ∙ Direct all accounting functions including billing, A/P, A/R, payroll, bank reconciliations, financial reporting, case cost management, and expense management ∙ Prepare monthly and year-end financial statements; manage year-end close process ∙ Coordinate external audit materials and interact with third-party CPAs on accounting issues and journal entries ∙ Manage outgoing ACH and wire transfers with meticulous attention to fraud prevention ∙ Oversee trust account activities and ensure regulatory compliance ∙ Design and maintain financial controls, policies, and risk management practices ∙ Manage case reporting and T& E reporting with firm leadership and co-counsel ∙ Oversee Tabs3 time management system including billing and user administration ∙ Draft accounting policies and implement process improvements ∙ Manage semi-monthly payroll, 401K eligibility tracking, and benefits administration ∙ Oversee HR compliance, employment law updates, and multistate registrations ∙ Administer cloud-based systems including QuickBooks, Tabs3, Egencia, Certify, and Trakstar
2026-03-27T19:28:45Z

Sales Analyst

Lafayette, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives. Responsibilities:• Conduct research to identify potential leads and compile prospecting lists for the business development team.• Assist in the creation of sales proposals, presentations, and responses to client inquiries.• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.• Develop and implement strategies to optimize sales workflows and enhance team productivity.• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.• Maintain accurate documentation of sales activities, business development progress, and operational processes.• Identify areas for improvement within sales operations and propose solutions to streamline efforts.• Provide support in post-sales activities, including quoting and follow-up.• Prepare executive-level presentations to communicate sales performance and strategic objectives.
2026-03-17T15:18:45Z