8 results for Crm Developer in Santa Rosa, CA

Relationship Manager | East Bay RIA Firm

Orinda, CA
remote
Permanent
85000.00 - 110000.00 USD / Yearly
A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience. Why Join:<ul><li>Average team tenure of 8+ years — people love working here!</li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul> Key Responsibilities<ul><li>Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm</li><li>Guide clients through account establishment, asset transfers, and related service requests</li><li>Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations</li><li>Liaise with custodial partners to complete account maintenance and servicing tasks</li><li>Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions</li><li>Coordinate client meetings and investment review sessions for the Advisor</li><li>Maintain accurate and detailed client records within the CRM platform</li><li>Support client appreciation events and assist with special initiatives as needed</li></ul>
2026-03-02T04:28:42Z

Property Administrator

San Francisco, CA
onsite
Temporary
25.00 - 25.00 USD / Hourly
We are looking for a dedicated Property Administrator to oversee the operations of a residential community in San Francisco, California. This contract position offers the opportunity to ensure quality services while maintaining compliance with regulatory standards. The ideal candidate will possess strong leadership skills and a commitment to fostering positive relationships with residents, team members, and government agencies. Responsibilities:• Manage the daily operations of the residential community to ensure efficient service delivery.• Ensure compliance with requirements set by the U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government agencies.• Lead and oversee team members, including assigning tasks, monitoring performance, and handling recruitment and personnel functions.• Develop and maintain strong relationships with residents, staff, and external agencies.• Monitor the financial health of the community, including preparing budgets, conducting financial analyses, and managing cash flow.• Supervise billing, accounts payable, and accounts receivable processes to maintain accurate records.• Utilize accounting and management software to streamline operations and reporting.• Conduct regular assessments to identify and address operational improvements.• Prepare and submit required reports to regulatory agencies in a timely manner.• Ensure compliance with tax and certificate of occupancy requirements. ** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013394308 **
2026-03-02T23:18:40Z

Paraplanner | RIA Firm

Mill Valley, CA
remote
Permanent
100000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies. Responsibilities<ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul>
2026-03-10T14:38:47Z

Senior Financial Planner

San Francisco, CA
remote
Permanent
130000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T03:28:44Z

Senior Financial Planner - Wealth Management Firm

Oakland, CA
remote
Permanent
130000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T01:33:42Z

Product Marketing Manager

San Francisco, CA
remote
Temporary
40.00 - 42.00 USD / Hourly
You are a product marketing professional who excels at turning insights into measurable consumer impact. You’re comfortable navigating the full product marketing lifecycle—starting with research and positioning, through to storytelling, launch execution, and ongoing optimization. You thrive in collaborative, cross-functional environments, working closely with product and marketing teams to bring consumer offerings to market. Your focus is on delivering value and fostering long-term consumer engagement, skillfully blending strategic thinking with hands-on execution. About This RoleThe Consumer Product Marketing Manager sits within our Consumer Business Unit and is responsible for supporting growth and engagement across a range of consumer-facing experiences. Grounded in strong product marketing fundamentals, this role emphasizes positioning, go-to-market strategy, and execution for consumer learning offerings—including subscription-based and AI-powered products. You’ll help shape how consumers discover these experiences, understand their value, and remain engaged via guided career development and clear skill outcomes. You’ll also play a key part in launching and expanding consumer partnerships, collaborating across the organization to bring new partner-driven experiences to market that expand reach, bolster credibility, and contribute to overall consumer growth. What You’ll Do<ul><li> Develop clear positioning, messaging, and value propositions that connect learning experiences to tangible skill and career outcomes.</li><li> Plan, execute, and coordinate go-to-market strategies for priority consumer initiatives, driving launches, adoption, and engagement for AI-driven features.</li><li> Collaborate with cross-functional partners to define and deliver go-to-market plans, including audience targeting, messaging narrative, channel strategy, and launch milestones.</li><li> Support the launch and scale-up of consumer partnerships that broaden reach and enhance market credibility.</li><li> Turn consumer research, competitive insights, and product analytics into actionable marketing strategies and provide roadmapping feedback.</li><li> Create and manage core messaging frameworks and high-impact assets to support launches and ongoing product adoption.</li><li> Work closely with owned and paid channel teams to consistently translate product positioning into impactful multi-channel messaging and creative.</li></ul>
2026-02-19T22:08:51Z

Principal Software Engineer

Oakland, CA
onsite
Permanent
250000.00 - 300000.00 USD / Yearly
We are looking for a highly skilled Principal Software Engineer to lead the architectural evolution and technical advancement of our cutting-edge platform in Oakland, California. In this role, you will play a pivotal part in designing intelligent, scalable systems that enhance how medical professionals access and interact with educational content. This position offers a unique opportunity to combine strategic thinking with hands-on development to shape the future of our product. Responsibilities: • Design and implement the next generation of platform architecture, focusing on scalable video systems and AI-driven content discovery. • Develop and prototype workflows powered by Large Language Models (LLMs) to deliver transformative user experiences for medical professionals. • Collaborate with cross-functional teams, including Product and Data, to deploy and monitor intelligent services such as personalization and search relevance. • Establish and maintain architectural standards across backend, frontend, and infrastructure layers to ensure system reliability and scalability. • Lead modernization efforts for existing systems, utilizing Python/Django and React for backend and frontend development. • Mentor engineering teams by fostering best practices, conducting design reviews, and developing prototypes to elevate technical quality. • Explore and integrate advanced tools like vector databases and real-time video personalization frameworks to enhance platform capabilities. • Drive innovation in applied AI by researching and implementing new technologies and methodologies.
2026-02-24T08:58:41Z

Full-Stack Engineer

San Francisco, CA
onsite
Permanent
100000.00 - 150000.00 USD / Yearly
Our client is an early-stage, high-growth startup building products that are actively used and loved by real users. They are looking for a Full Stack Engineer (3–6 years of experience) who is excited about building impactful products in a fast-paced, startup environment — and who has interest or exposure to AI. This is a fully onsite role in San Francisco - (must be already living in San Francisco Bay Area to be considered) About the Role As a Full Stack Engineer, you’ll play a key role in designing, developing, and maintaining modern web applications. You’ll work across the stack to build clean, scalable features and collaborate closely with a small, highly motivated team. This is an opportunity for someone who genuinely enjoys building things — especially products that people use every day. What You’ll Do Design, develop, and maintain full stack applications Build user-facing features using React and Next.js Develop and integrate backend services using Python (Flask) Write clean, efficient, and maintainable TypeScript code Debug, test, and optimize application performance Collaborate closely with cross-functional teammates in a fast-moving startup environment Contribute to AI-powered features and generative AI initiatives
2026-03-10T21:04:04Z