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

Operations Manager

Richmond, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a detail-oriented Operations Manager. This role requires strong organizational skills, a focus on accuracy, and the ability to manage risk effectively. Located in Richmond, California, this role leads warehouse operations with full responsibility for safety, regulatory standards, inventory control, operational output, and workforce effectiveness. Responsibilities:<ul><li>Turn warehouse data into clear actions and forward-looking decisions</li><li>Use KPIs and trends to spot risks early and prevent disruptions</li><li>Align warehouse operations with inventory planning and business goals</li><li>Run daily receiving, storage, picking, shipping, and container movement</li><li>Keep SOPs consistent across shifts while managing flow and capacity</li><li>Find and fix bottlenecks to meet volume and throughput needs</li><li>Lead food safety, compliance, audits, and accurate documentation</li><li>Ensure teams are trained, certified, and follow procedures every time</li><li>Coach and develop employees with fair accountability and trust</li><li>Drive change calmly, address resistance, and uphold standards</li></ul>
2026-06-12T00:00:00Z

Director of Finance & Operations

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Finance & Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry Join a fast-growing real estate investment and development platform focused on transforming underutilized assets into high-performing properties in supply-constrained markets. The firm takes a hands-on, execution-driven approach, combining operational discipline, market insight, and creative structuring. This is a high-visibility leadership role at a scaling platform where finance is central to strategy, capital formation, and growth. You’ll partner directly with senior leadership across finance, treasury, and investments, with strong compensation, bonus potential, and long-term upside. Responsibilities<ul><li>Lead financial planning, forecasting, and performance reporting </li><li>Build cash flow and treasury models </li><li>Support capital allocation and investment decision-making </li><li>Manage liquidity, cash management, capital calls, and distributions </li><li>Partner with lenders and internal teams on financing needs</li><li>Support JVs, fund structures, and co-investments </li><li>Oversee waterfalls, promotes, and distribution modeling </li><li>Track portfolio performance and returns (IRR, equity metrics) </li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve systems, reporting, and finance infrastructure </li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

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>
2026-06-12T00:00:00Z

Client Service Manager - Family Office

San Francisco, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager| Multi Family Office | San Francisco Bay Area Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space. Responsibilities<ul><li>Serve as a key relationship manager and trusted point of contact for client families</li><li>Coordinate client onboarding, account setup, and ongoing service needs</li><li>Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration</li><li>Manage client reporting, financial administration, and time-sensitive transactions</li><li>Coordinate with tax professionals, advisors, and family office stakeholders</li><li>Maintain compliance, KYC, CRM, and document management processes</li><li>Help improve workflows and contribute to operational efficiencies and technology initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

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><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-23T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience ✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency ✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure ✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred ✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives ✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

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>
2026-06-16T00:00:00Z

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.
2026-06-15T00:00:00Z