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9 results for Creative Services Manager in Santa Rosa, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 145000.00 - 175000.00 USD / Yearly
- <p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><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><p>Elevate the Client Experience</p><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><p>Partner Across the Business</p><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><p>Drive Operational Excellence</p><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><p><br></p>
- 2026-11-06T14:48:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 160000.00 - 225000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>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.</strong></p><p><strong>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.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
- 2026-10-26T07:34:08Z
- Oakland, CA
- remote
- Permanent / Full Time
- 160000.00 - 225000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>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.</strong></p><p><strong>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.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
- 2026-10-26T07:34:08Z
- Oakland, CA
- onsite
- Temporary / Contract
- 24.70 - 28.60 USD / Hourly
- <p>We are seeking a <strong>Part-Time Office Assistant</strong> 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.</p><p>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.</p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative Support</strong></p><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><p><strong>Resource Library & Special Projects</strong></p><ul><li><strong>Organize, catalog, and maintain the firm's materials and resource library</strong></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
- Larkspur, CA
- onsite
- Permanent / Full Time
- 135000.00 - 155000.00 USD / Yearly
- <p>We are looking for a Revenue Manager to turn pricing, promotional, customer, and financial information into practical strategies that support stronger top-line performance and healthier margins. Based in Larkspur, California, this role partners closely with finance, sales, marketing, and insights teams to improve commercial planning and decision quality. The position blends strategic evaluation with day-to-day ownership of revenue processes, analytics, and governance that help the business scale with consistency and discipline.</p><p><br></p><p>Responsibilities:</p><p>• Analyze net sales, trade investment, and gross-to-net performance across customers, brands, channels, and promotional programs to uncover risks and growth opportunities.</p><p>• Partner with commercial teams during recurring trade spend reviews, highlighting forecast gaps, performance trends, and actions that improve return on investment.</p><p>• Create and maintain standards for trade planning, spending categories, approval controls, and measurement practices to support stronger financial discipline.</p><p>• Assess customer funding structures and recommend where investments should be optimized, shifted, or reduced to improve profitable growth.</p><p>• Develop pricing and price-pack recommendations by weighing consumer demand, retailer economics, competitive dynamics, margin targets, and share goals.</p><p>• Build scenario models that guide decisions related to pricing, assortment, distribution, promotional strategy, mix, and customer investments.</p><p>• Measure promotional performance across brands, customers, categories, and event types, then identify low-yield activities and propose stronger alternatives.</p><p>• Lead the business-side administration of the trade promotion management platform, including governance, user access, master data, workflows, training, testing, and post-launch adoption.</p><p>• Combine retailer, syndicated, internal financial, and promotional data into dashboards, reporting, and business cases that support timely commercial decisions.</p><p>• Develop repeatable tools, frameworks, and planning approaches while influencing cross-functional partners with clear analysis and sound commercial judgment.Larkspur</p>
- 2026-10-29T20:18:44Z
- San Francisco, CA
- remote
- Temporary / Contract
- 48.00 - 53.00 USD / Hourly
- <p>We are looking for a detail-oriented Marketing Operations Specialist to support global campaign operations in San Francisco, California. This Long-term Contract position focuses on coordinating marketing execution, improving operational workflows, and helping teams deliver high-quality campaigns on schedule. The ideal candidate brings hands-on experience with marketing automation, strong project coordination skills, and the ability to turn performance data into practical recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Collaborate with stakeholders to develop campaign strategies timelines and objectives</li><li> Build test and execute marketing campaigns across various platforms</li><li> Prioritize track and document campaign request updates via project management software Jira</li><li> Optimize internal processes to improve efficiency and reduce bottlenecks</li><li> Resolve roadblocks and issues as needed to meet campaign goals</li><li> Monitor and analyze marketing performance metrics providing actionable insights and recommendations for continuous improvement.</li></ul>
- 2026-11-11T22:08:42Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p><strong>Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite</strong></p><p>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 <strong>Financial Planner</strong> ready to take their career to the next level.</p><p>This is not just another planning role—this is an opportunity to step into a <strong>high-growth, advisor-centric firm</strong> where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.</p><p>If you enjoy creating meaningful financial strategies but want <strong>more collaboration, more exposure, and more impact</strong>, this is the move.</p><p><br></p><p><strong>Why this role stands out:</strong></p><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><p><strong>What You’ll Do</strong></p><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><p><br></p><p><br></p>
- 2026-11-03T01:58:39Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 13000.00 - 170000.00 USD / Yearly
- <p>We are looking for a Senior Business Systems Analyst (NetSuite) to lead and optimize enterprise planning capabilities in San Francisco, California. This position works closely with Finance, FP& A, Supply Chain, and Technology teams to shape scalable planning solutions, strengthen system performance, and support informed business decisions. The role combines platform ownership, cross-functional collaboration, and process improvement to help teams plan more effectively and operate with greater consistency.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Pigment platform, overseeing configuration, user access, security settings, testing activities, and production releases.</p><p>• Design, enhance, and maintain planning models that support financial forecasting, workforce planning, operating expenses, capital investments, and supply chain planning processes.</p><p>• Partner with business stakeholders to convert operational and financial planning needs into system solutions, ensuring models reflect accurate logic, assumptions, and approval flows.</p><p>• Coordinate with data and architecture teams to support integrations between Pigment and connected source systems, while resolving data flow issues and maintaining reliable information exchange.</p><p>• Establish and manage structured change control practices, including impact reviews, approval tracking, release documentation, and audit-ready records.</p><p>• Act as a key escalation point for platform-related issues, driving troubleshooting efforts and helping users resolve functional challenges efficiently.</p><p>• Create training materials, user guides, and internal documentation that promote adoption, improve self-service capabilities, and reduce reliance on ad hoc support.</p><p>• Identify opportunities to expand platform functionality by evaluating new features, recommending enhancements, and supporting continuous improvement initiatives across planning operations.</p>
- 2026-10-25T15:58:41Z
- 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.<br><br>Responsibilities:<br>• Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution.<br>• Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings.<br>• Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations.<br>• Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions.<br>• Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures.<br>• Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters.<br>• Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation.<br>• 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