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5 results for Creative Services Manager in Santa Rosa, CA

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

Assistant Manager

San Francisco, California, Uni, CA
onsite
Permanent / Full Time
85000.00 - 100000.00 USD / Yearly
Natalie Lue with Robert Half is seeking a hands-on Accounting Supervisor with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills. Key responsibilities:• Full-charge bookkeeping• AP/AR + reconciliations• Payroll (Paychex, ADP, etc. a plus)• Financial reporting + analysis• Team supervision Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.
2026-06-19T15:53:44Z

IT Manager/Director

San Francisco, CA
onsite
Permanent / Full Time
150000.00 - 168000.00 USD / Yearly
We are looking for an experienced IT Manager/Director to oversee residential technology environments and cloud-based systems for client households in San Francisco, California. This position is responsible for maintaining secure, dependable, and high-performing infrastructure while delivering high-quality technical support to users at every level, including executive stakeholders. The role also leads network initiatives from concept through deployment and ongoing administration, working closely with external technology partners to ensure seamless connectivity across multiple environments. Responsibilities: • Oversee the health, security, and day-to-day performance of household networks and cloud infrastructure to support stable and reliable operations. • Provide responsive, high-touch technical assistance to end users, including executives, board-level stakeholders, and clients, through both remote and in-person support. • Direct network projects from initial planning and solution design through installation, rollout, and long-term operational support. • Administer and optimize local area network environments to ensure strong connectivity, resilience, and secure access across client locations. • Partner with outside vendors and specialized technology providers, including audiovisual and security teams, to coordinate integrated infrastructure solutions. • Monitor systems proactively, identify risks or performance issues, and implement corrective actions to minimize disruption and improve uptime. • Maintain configuration standards, system documentation, and operational procedures to support consistency and effective service delivery.
2026-06-16T18:28:48Z

IAM/Okta SME

San Francisco, CA
onsite
Temporary / Contract
65.00 - 75.00 USD / Hourly
We are looking for an experienced IAM/Okta SME to lead identity and access strategy for a dynamic enterprise environment in San Francisco, California. This position will focus on designing secure, scalable Okta-based solutions that strengthen access governance, streamline user lifecycle management, and improve the overall authentication experience. The ideal candidate will combine deep technical knowledge of identity architecture with a practical, service-oriented approach to delivering reliable solutions across a fast-moving organization. This is a hybrid, contract to permanent position and requires 3 days on site. Responsibilities: • Design and enhance enterprise identity architecture centered on Okta to support secure, scalable access across business applications and platforms. • Build automated lifecycle processes for onboarding, role changes, and offboarding to reduce manual effort and improve operational consistency. • Develop and maintain integrations between Okta and SaaS or internal systems to enable seamless authentication and authorization workflows. • Define access models, governance standards, and architectural patterns that align with security expectations and business needs. • Partner with infrastructure and application teams to implement identity solutions across virtualized server environments, enterprise platforms, and cloud-connected services. • Create and optimize Okta Workflows and related automation to improve efficiency, accuracy, and policy enforcement. • Support Group Policy Object alignment and directory-related configurations where identity controls intersect with endpoint or access management. • Provide technical guidance and responsive support to stakeholders, ensuring a high-quality customer experience while resolving IAM-related issues.
2026-06-19T19:14:04Z

Site Reliability Engineer (SRE)

San Francisco, CA
onsite
Permanent / Full Time
170000.00 - 180000.00 USD / Yearly
We are looking for an experienced Site Reliability Engineer to strengthen the reliability, scalability, and operational maturity of our platform in San Francisco, California. This role will focus on improving service health, refining observability, and partnering with engineering teams to build systems that perform consistently under real-world demand. The ideal candidate brings deep production experience, a strong automation mindset, and a practical approach to incident response and continuous improvement. Responsibilities: • Establish measurable reliability standards for critical services by creating and maintaining service indicators, objectives, and error budget practices. • Take ownership of production stability by monitoring uptime, latency, and availability, and driving improvements that reduce operational risk. • Lead live incident response efforts, coordinate troubleshooting during outages, and ensure issues are resolved efficiently and thoroughly. • Run blameless post-incident reviews, document findings clearly, and track corrective actions through completion. • Design and enhance observability across logs, metrics, and distributed tracing using tools such as Datadog, CloudWatch, Grafana, OpenTelemetry, and Sentry. • Improve alert quality and dashboard design so engineering teams can quickly identify meaningful system issues without unnecessary noise. • Evaluate system behavior under load, uncover performance constraints, and recommend changes that improve scalability and resource efficiency. • Build automation and internal tooling that streamline operational work, strengthen deployment safety, and support incident management, debugging, and capacity planning. • Contribute to infrastructure and delivery workflows across AWS, Terraform, Ansible, Linux, and GitHub Actions with a focus on dependable releases and resilient systems. • Partner with security and compliance stakeholders to support operational standards, audit readiness, and the integration of monitoring into broader engineering practices.
2026-06-22T15:53:44Z