<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.</p><p>• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.</p><p>• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.</p><p>• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.</p><p>• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.</p><p>• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.</p><p>• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.</p><p>• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.</p><p>• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Manager/Director | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid</strong></p><p><br></p><p>Join a <strong>highly respected investment management firm</strong> known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a <strong>stable platform, strong employee tenure, and team-oriented environment</strong>, this is an opportunity to step into a visible leadership role with meaningful impact.</p><p><br></p><p>Lead critical <strong>performance and reporting functions</strong> across multiple investment vehicles while partnering with internal teams and external providers. The role offers <strong>competitive compensation + bonus, strong benefits, work-life balance</strong>, and the opportunity to drive process improvements through technology and AI.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee daily <strong>performance reconciliation and reporting</strong> across investment products</li><li>Review pricing checks, NAV controls, and performance calculations</li><li>Prepare and review monthly performance reporting</li><li>Manage performance data for <strong>SMAs and model portfolios</strong></li><li>Maintain composite performance records and related reporting</li><li>Oversee submissions to third-party reporting platforms and vendors</li><li>Lead annual performance presentations and support audits/compliance</li><li><strong>Supervise, train, and cross-train</strong> team members</li><li>Identify and resolve data discrepancies</li><li>Drive <strong>process improvement, technology, and AI initiatives</strong></li><li>Support product launches, audits, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a leading investment management firm seeking a <strong>Manager, Investment Operations</strong> to oversee performance measurement, investment reporting, and key operational functions. This role leads the firm's performance and investment reporting function, with primary responsibility for performance reconciliation, calculation, and client-facing reporting across multiple investment products. The role also supports back-office operational activities, supervises junior team members, and partners closely with internal departments and external service providers to ensure reporting accuracy and operational excellence. The firm is known for its collaborative culture, commitment to excellence, and long-term approach to serving clients. Employees benefit from a supportive, team-oriented environment that values professionalism, continuous learning, work-life balance, and cross-functional collaboration.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily performance reconciliation and reporting, security pricing reviews, and valuation-related controls.</li><li>Review performance data and reporting outputs for accuracy prior to internal and external distribution.</li><li>Maintain and review public-facing performance information to ensure consistency and accuracy.</li><li>Prepare and oversee monthly performance reporting across various investment products.</li><li>Manage performance calculations, asset flow reporting, and related reporting deliverables.</li><li>Maintain GIPS composite data and support ongoing performance reporting requirements.</li><li>Review and approve growth and performance-related calculations and supporting reports.</li><li>Oversee preparation and submission of performance data to third-party reporting platforms and service providers.</li><li>Review operational reporting related to fund and portfolio activity.</li><li>Lead annual GIPS reporting preparation and support compliance and audit processes related to performance data.</li><li>Supervise, mentor, and cross-train team members to ensure continuity across critical processes and deliverables.</li><li>Identify and resolve reporting discrepancies, escalating issues when appropriate.</li><li>Leverage technology and AI-enabled tools to improve reporting accuracy, efficiency, and workflow automation.</li><li>Support audits, new product launches, operational initiatives, and special projects.</li><li>Partner with Operations, Fund Accounting, Technology, Marketing, Sales, Compliance, and external service providers to ensure accurate and timely reporting.</li></ul><p><strong>Being Part of the Parnassus Team Includes</strong></p><ul><li>Competitive compensation with annual bonus potential.</li><li>Comprehensive medical, dental, and vision coverage for employees and eligible dependents.</li><li>Charitable giving matching program.</li><li>Collaborative, intellectually engaging team environment.</li><li>Hybrid work schedule with commuter benefits and flexible work arrangements.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p><br></p><p><strong>Senior Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>highly respected investment management firm</strong> known for disciplined investing, thoughtful leadership, and a <strong>collaborative, people-first culture</strong>. With an established platform and strong employee tenure, this is an opportunity to take on a visible leadership role at a stable, values-driven firm.</p><p><br></p><p>Lead critical areas including <strong>transfer agency, regulatory reporting, shareholder reporting, and broker relationships</strong> while mentoring a team and driving operational improvements. The role offers <strong>competitive compensation + bonus, strong benefits, hybrid flexibility, work-life balance</strong>, and the opportunity to leverage technology and AI to improve processes.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Own the relationship with the firm's <strong>transfer agent</strong> and oversee servicing, recordkeeping, and issue resolution</li><li>Review transfer agency deliverables for accuracy</li><li>Coordinate <strong>regulatory filings</strong> and track reporting deadlines</li><li>Oversee shareholder and financial reporting cycles</li><li>Partner with fund accounting and external administrators on <strong>NAV, distributions, and reporting</strong></li><li>Manage broker, custodian, and counterparty relationships</li><li>Resolve settlement breaks and operational issues</li><li><strong>Lead, mentor, and develop</strong> team members</li><li>Identify control gaps and drive <strong>process improvements</strong></li><li>Serve as an escalation point for internal teams and external providers</li><li>Support product launches, onboarding, audits, and special projects</li><li>Explore <strong>AI and technology solutions</strong> to improve operational workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Head of Finance & Operations | Start Up VC Fund | San Francisco| Hybrid </strong></p><p> </p><p>An emerging investment platform focused on technology-driven private markets is seeking a Head of Finance & Operations to help build and scale its U.S. business. With an established investment track record, active investment vehicles, and plans for a new flagship fund launch, the firm is at a pivotal stage of growth.</p><p> </p><p>This is a rare opportunity to join early as a key strategic hire, working directly with senior leadership to build the firm’s finance and operational infrastructure from the ground up. The role offers broad exposure across fund operations, business strategy, investor support, and platform growth in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead finance and operations for the U.S. platform</li><li>Oversee accounting, budgeting, payroll, vendor management, and daily operations</li><li>Support fund launches, investment vehicles, and platform expansion</li><li>Build scalable processes, controls, and operational workflows</li><li>Partner with external providers including fund administrators, legal, compliance, and accounting teams</li><li>Work closely with leadership on strategic initiatives and growth plans </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
<p><strong>Director of Operations | San Francisco</strong></p><p><br></p><p><strong>Natalie Lue with Robert Half i</strong>s partnering with an global firm seeking a <strong>Director of Operations</strong> to lead a blend of <strong>Finance, HR, and Facilities Management</strong>.</p><p>Key areas include:</p><p>• Accounting oversight, budgeting, and reporting</p><p>• HR operations, payroll, benefits, and recruiting</p><p>• Facilities, vendor management, and office operations</p><p>• Leadership of administrative teams across multiple locations</p><p> </p><p>Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.</p><p>Interested or know someone who may be a solid operations leader? Share or apply today!</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Key Responsibilities:</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this opportunity. </p><p> </p><p><strong>Fund Accounting Manager | Leading Alternative Investment Firm | San Francisco, CA | Hybrid, 3 days/wk onsite | [compensation breakdown - ex. "Base + Bonus + benefits + profit sharing]</strong></p><p><br></p><p>Join a leading alternative investment firm with approximately $13 billion in assets under management, investing across private equity, growth equity, venture capital, and other private market strategies through a diversified global portfolio. The firm offers a collaborative environment and broad exposure to institutional investing and fund management.</p><p><br></p><p>They are seeking a <strong>Fund Accounting Manager</strong> with a strong technical foundation and a disciplined, results-driven approach. This individual will be expected to operate with a high degree of ownership, sound judgment, and attention to detail, while effectively managing competing priorities and communicating across internal teams and external stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and maintain a thorough understanding of the financial reporting processes and general ledger structure.</li><li>Review quarterly and annual fund financial statements to ensure accuracy, completeness, and compliance with US GAAP.</li><li>Partner with Finance leadership to manage the audit and tax process, including coordination with external service providers, research of technical accounting and tax matters, and oversight of deliverables.</li><li>Monitor cash levels for various Funds and forecast cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital calls and distributions relating to underlying investments.</li><li>Assist with regulatory compliance, as needed.</li><li>Collaborate with Finance leadership to support overall department and company goals and objectives.</li><li>Evaluate existing processes and implement improvements to enhance efficiency while maintaining accuracy and control.</li><li>Respond to limited partner inquiries and ad hoc reporting requests in a timely and accurate manner.</li><li>Provide guidance on complex or non-routine transactions and reporting matters.</li><li>Lead, mentor, and develop junior team members, fostering a high-performance environment.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you'll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!</strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with <strong>senior leadership</strong> while overseeing a broad range of business functions across <strong>operations, fund administration, compliance, technology, HR, and corporate initiatives</strong>.</p><p> </p><p>This high-impact role offers significant visibility, the opportunity to <strong>drive strategic initiatives and process improvements</strong>, mentor team members, and play a key role in the firm's continued growth. The firm offers <strong>competitive compensation</strong>, excellent benefits, and a clear path for long-term leadership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee key business operations across <strong>fund administration, compliance, HR, technology, and corporate operations </strong></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 <strong>finance, compliance, AI, valuation, and business continuity </strong></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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a well-established, employee-owned investment management firm seeking a <strong>Director of Business Operations</strong> to join its leadership team. This role offers the opportunity to serve as a key business partner across multiple functions and help support the continued growth and scalability of the organization. Reporting to senior leadership, the Director of Business Operations will play a vital role in strengthening infrastructure, improving processes, and supporting strategic initiatives across the firm.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Director of Business Operations will provide leadership across several core areas of the business, including fund administration, operations, compliance, human resources, technology, and office management. This individual will be instrumental in enhancing organizational effectiveness, driving operational excellence, and supporting long-term business objectives.</p><p>This is a highly collaborative position within a supportive, team-oriented culture that values professionalism, knowledge sharing, and continuous development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund administration activities, including board communications, regulatory updates, vendor management, financial oversight, tax coordination, and due diligence support.</li><li>Manage operational workflows and strategic initiatives that support business growth, including service provider agreements, product planning, and new product launches.</li><li>Support compliance-related activities, including policy reviews, regulatory filings, and committee participation.</li><li>Lead key human resources processes in partnership with external providers, including recruiting, onboarding, performance management, compensation administration, and employee development.</li><li>Oversee technology and information security initiatives in coordination with external technology partners.</li><li>Manage office operations, business continuity planning, facilities-related matters, and other infrastructure needs.</li><li>Participate in cross-functional committees and contribute to firm-wide initiatives and special projects as needed.</li></ul><p><strong>Culture</strong></p><p>This is an excellent opportunity for a polished operations leader who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.</p>
<p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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>
<p>We are seeking an experienced operations leader to support executive leadership in overseeing organizational operations, strategic initiatives, budgeting, policy development, and community services. This role will coordinate operational activities in accordance with established policies, goals, and objectives while supporting long-range planning, personnel initiatives, financial performance, and organizational growth.</p><p><br></p><p>Please reach out to Robyn Rosemon directly for more information: 707.387.0299</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Coordinate operational activities in alignment with organizational goals and objectives.</li><li>Assist with strategic planning, budgeting, and financial oversight.</li><li>Develop, implement, and evaluate policies, procedures, and operational controls.</li><li>Monitor organizational performance and recommend improvements.</li><li>Lead and support department heads and staff.</li><li>Oversee reporting systems, training programs, and process improvements.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Represent the Association with community stakeholders, agencies, and business partners.</li><li>Assist with Reserve Projects and other organizational initiatives.</li></ul>