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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.
2026-08-24T00:00:00Z

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>
2026-08-21T00:00:00Z

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.
2026-09-02T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions</li><li>Develop and improve workflows, processes, and operational best practices</li><li>Optimize technology, CRM systems, and software integrations</li><li>Oversee custodian operations, account administration, and asset movement</li><li>Manage key vendor relationships and operational infrastructure</li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes</li><li>Lead strategic projects that improve scalability and operational efficiency</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
Director of Operations | San Francisco Natalie Lue with Robert Half is partnering with an global firm seeking a Director of Operations to lead a blend of Finance, HR, and Facilities Management.Key areas include:• Accounting oversight, budgeting, and reporting• HR operations, payroll, benefits, and recruiting• Facilities, vendor management, and office operations• Leadership of administrative teams across multiple locations Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.Interested or know someone who may be a solid operations leader? Share or apply today!
2026-08-14T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 175000 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.
2026-08-28T00:00:00Z

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.
2026-08-28T00:00:00Z

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>
2026-08-17T00:00:00Z

Office Manager

San Francisco, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are looking for an organized Office Manager to support daily workplace operations. This is a Contract position suited for someone who takes initiative, keeps shared spaces running smoothly, and helps create a detail-oriented and welcoming office environment. The ideal candidate is dependable, practical, and comfortable handling administrative coordination, office logistics, and day-to-day support with minimal supervision. Responsibilities:• Oversee daily office activities to keep operations efficient, well-coordinated, and responsive to employee and visitor needs.• Maintain the overall appearance and functionality of shared areas, including kitchen spaces, conference rooms, and reception areas.• Coordinate onboarding arrangements for new team members by preparing workspaces, supplies, and related office logistics.• Manage inventory levels for office materials and place orders to ensure essential supplies remain available.• Support front desk and receptionist-related tasks, including greeting visitors and assisting with general workplace inquiries.• Contribute to special projects and step into additional operational tasks as priorities shift throughout the workday. ** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013500388**
2026-09-03T00:00:00Z

Office Manager

Berkeley, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
Position OverviewWe're seeking a professional, organized, and proactive Office Manager to support the day-to-day administrative and operational office functions. This role serves as the operational hub of the office, ensuring employees have the resources, support, and processes needed to work efficiently while maintaining a professional and welcoming workplace environment. The ideal candidate is a resourceful problem solver who excels at balancing administrative support, office operations, vendor management, facilities coordination, and employee support. This individual will collaborate closely with leadership and act as a trusted partner in maintaining a productive and positive office culture. Day-to-Day Responsibilities<ul><li>Oversee the daily operations of the office to ensure an organized, efficient, and professional work environment.</li><li>Handle incoming mail, shipments, deliveries, and general office correspondence.</li><li>Maintain office records, files, and company documentation.</li><li>Serve as the primary point of contact for building management, vendors, service providers, and maintenance contractors.</li><li>Manage vendor relationships and negotiate service agreements when appropriate.</li><li>Support employee engagement initiatives, team events, and office celebrations.</li><li>Serve as a resource for employees regarding office operations and administrative needs.</li><li>Assist with budget tracking for office expenses and vendor services.</li><li>Maintain office supply inventory and manage purchasing activities.</li><li>Support leadership with calendar coordination, meeting preparation, and administrative tasks as needed.</li></ul>
2026-08-29T00:00:00Z

Office Manager

San Francisco, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are looking for an organized Office Manager to support daily administrative operations in a business setting. This Long-term Contract position will oversee front office coordination, manage workplace resources, and help keep business activities running smoothly. The role is ideal for someone who is comfortable balancing office administration, vendor support, and financial processing tasks in a structured environment. Responsibilities:• Coordinate day-to-day office activities to maintain an efficient and well-organized workplace environment.• Manage reception coverage by greeting visitors, directing inquiries, and handling general front desk communication.• Track inventory levels for office materials and arrange timely purchases to ensure supplies remain available.• Work with vendors to place orders, confirm deliveries, and resolve issues related to office purchases.• Support accounts payable activities by reviewing invoices, organizing payment documentation, and assisting with processing tasks.• Maintain orderly office records, files, and administrative documentation for ongoing business needs.• Assist with scheduling, correspondence, and other clerical functions that contribute to smooth office operations. ** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013500229**
2026-09-03T00:00:00Z

Director of Operations- Administrative

Hidden Valley Lake, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
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. Please reach out to Robyn Rosemon directly for more information: 707.387.0299 What You'll Do<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>
2026-08-21T00:00:00Z