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12 results for Operations Manager Financial Services in Santa Rosa, CA

Marketing Operations Manager

San Francisco, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Marketing Operations Manager to support high-impact marketing execution on a Long-term Contract opportunity. This role is ideal for an organized candidate who can keep campaigns, lead workflows, and platform processes running efficiently across several marketing functions. The person in this role will work closely with internal stakeholders and external partners to deliver accurate, timely execution while helping strengthen operational consistency and reporting. Responsibilities:• Manage the full campaign delivery cycle using Marketo, HubSpot, or a comparable automation platform alongside Salesforce, from setup and audience selection through launch, measurement, and performance reporting.• Oversee inbound marketing requests, lead routing activities, and file-based data uploads, including large-volume lists tied to events, webinars, and trade shows.• Develop and maintain campaign tracking frameworks and support paid demand generation efforts with accurate operational execution and monitoring.• Collaborate with teams across growth marketing, lifecycle marketing, paid media, and content to coordinate timelines, align deliverables, and support campaign goals.• Work with outside marketing operations vendors or agency partners to keep projects moving on schedule and ensure execution meets quality standards.• Review existing workflows to uncover inefficiencies, recommend better processes, and create clear documentation to improve team operations.• Monitor campaign data quality and help maintain dependable records that support reporting, lead management, and downstream marketing activity.
2026-08-03T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-07-17T00:00:00Z

Investment Operations Specialist - Global Money Manager

Larkspur, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities:• Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion.• Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs.• Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to portfolio activity.• Maintain clear communication with external operational partners to facilitate correct trade processing and quickly address breaks or delays.• Complete daily reconciliations across cash, holdings, and transaction records, researching discrepancies and supporting prompt resolution.• Track corporate action events and help process elections, postings, and follow-up reconciliation with third-party providers.• Prepare transaction cost analysis reports for securities and currency activity and contribute to the review of trading expense trends.• Support the creation of client, compliance, and regulatory reporting by gathering accurate operational data and validating outputs.• Contribute to adherence with applicable regulatory standards and reporting obligations through careful execution of operational controls.
2026-07-11T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-07-31T00:00:00Z

Investment Operations Associate

Larkspur, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Investment Operations Associate | Larkspur Join a highly respected, employee-owned investment management firm with a global investment platform and a collaborative, research-driven culture. This is an exceptional opportunity for an early-career professional to gain broad exposure across investment operations, global trade settlement, fund operations, foreign exchange, cash management, and regulatory reporting.Rather than being limited to a single function, you'll work closely with experienced professionals across the business while building the foundation for future growth into trading, fund accounting, and broader investment operations. The firm offers strong mentorship, direct exposure to senior leadership, competitive compensation, bonus potential, and excellent long-term career opportunities. Responsibilities<ul><li>Support day-to-day investment operations across the firm's funds </li><li>Assist with global trade settlement, cash management, and foreign exchange activity </li><li>Reconcile cash, positions, transactions, and corporate actions </li><li>Partner with custodians, brokers, and fund administrators to ensure accurate settlement </li><li>Prepare operational, client, and regulatory reporting </li><li>Support compliance initiatives and process improvements </li><li>Assist with special projects across the investment operations team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements </li><li>Manage vendor relationships, contracts, and third-party service providers </li><li>Support fund operations, financial reporting, regulatory filings, and product launches </li><li>Coordinate client reporting, due diligence requests, and investor communications </li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations </li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-07-27T00:00:00Z

Office Manager

Berkeley, CA
onsite
Temporary / Contract
28 - 31 USD / Hourly
We are looking for a dedicated Assistant Food and Beverage Manager to join our team in Berkeley, California. This is a Contract position within the hospitality industry, where you will play a key role in overseeing office operations and ensuring seamless coordination within the property. The ideal candidate will bring a blend of administrative expertise and hospitality management experience to support the team and deliver exceptional service. Responsibilities:• Oversee daily office operations to ensure efficiency and compliance with company standards.• Manage and coordinate food and beverage operations to maintain high-quality service.• Lead and supervise the team, fostering a positive and productive work environment.• Collaborate with union representatives and navigate union-specific requirements effectively.• Develop and implement schedules, ensuring proper coverage for morning, swing, and weekend shifts.• Handle administrative tasks, including hotel reservations and operational planning.• Ensure all associates comply with parking registration requirements and related logistics.• Monitor and maintain office supplies, equipment, and facilities.• Assist in resolving operational challenges and improving processes to enhance overall productivity.• Communicate with management and staff to ensure alignment with organizational goals.
2026-07-17T00:00:00Z

Office Manager

Richmond, CA
onsite
Temporary / Contract
30 - 33 USD / Hourly
Position: Office Manager (temp)Location: Onsite, Richmond, CASchedule: Full Time - Monday - Friday (8am - 5pm)Durations: ~ 3 months Our client, a well-established construction company in Richmond, is seeking an experienced Office Manager to provide temporary coverage for approximately three months. This role is ideal for someone who thrives in a fast-paced environment, enjoys keeping operations running smoothly, and can confidently support both office administration and project teams. Key Responsibilities<ul><li>Oversee daily office operations and serve as the primary administrative point of contact.</li><li>Support project managers and field teams with administrative coordination and documentation.</li><li>Manage calendars, meetings, correspondence, and office communications.</li><li>Coordinate vendor relationships, office supplies, and facility-related needs.</li><li>Assist with invoice processing, purchase orders, expense tracking, and general accounting support.</li><li>Maintain organized project files, contracts, permits, and other construction-related documentation.</li><li>Facilitate onboarding paperwork and provide administrative support to new hires.</li><li>Answer phones, welcome visitors, and ensure a professional office environment.</li><li>Support special projects and assist leadership with operational needs as assigned.</li></ul>
2026-07-17T00:00:00Z

Legal Operations Specialist

San Francisco, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Our client is seeking a detail-oriented Legal Operations Specialist to join its Legal & Compliance Operations team on a full-time, 4-month contract assignment beginning in early August. This opportunity requires candidates to work 40 hours per week on a hybrid schedule, reporting onsite three days per week (Monday, Tuesday, and Thursday) and working remotely on Wednesday and Friday. In this role, you will support a high-priority initiative by reviewing research materials, accurately entering and organizing information within the company's internal platform, and ensuring the integrity and consistency of data. Success in this position requires exceptional attention to detail, strong organizational skills, the ability to learn new processes quickly, and the confidence to work independently while collaborating with the team as needed. This opportunity is well suited for candidates with experience in legal operations, compliance, product operations, business operations, or other process-driven environments where accuracy and organization are essential. Primary Responsibilities<ul><li>Configure and input large volumes of structured data into an internal product based on established research documentation.</li><li>Accurately translate information from research sheets into predefined system fields while maintaining a high level of precision.</li><li>Perform quality control reviews to ensure data accuracy, completeness, and consistency.</li><li>Follow established workflows, documentation, and operating procedures while maintaining productivity and attention to detail.</li><li>Conduct limited research to clarify information when needed.</li><li>Identify discrepancies, ask thoughtful questions, and escalate issues appropriately when additional guidance is needed.</li><li>Collaborate with team members during periodic quality assurance reviews and implement feedback as necessary.</li><li>Manage assigned work independently while consistently meeting project deadlines. </li></ul>
2026-07-30T00:00:00Z