<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>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>We are looking for a Property Manager to support an organization in Napa, California through a Contract position. This role is responsible for guiding the daily performance of residential and/or commercial properties while delivering a high level of service to tenants. The ideal candidate will balance property operations, financial oversight, vendor coordination, and regulatory compliance to help maintain well-run properties and strong occupancy outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily operations across an assigned portfolio of residential and/or commercial properties, ensuring each site runs efficiently and professionally.</p><p>• Coordinate repairs, preventive maintenance, and service requests by working closely with contractors, vendors, and internal partners.</p><p>• Perform routine site reviews to assess property condition, confirm lease compliance, and uphold organizational standards.</p><p>• Manage tenant transitions including move-ins, move-outs, renewals, and rental payment follow-up to support a positive resident experience.</p><p>• Monitor outstanding balances and assist with collections activities when accounts require additional attention.</p><p>• Prepare budgets, review invoices, and compile financial updates to track operating performance and support sound decision-making.</p><p>• Analyze spending trends and identify practical opportunities to control costs without compromising service quality.</p><p>• Maintain compliance with applicable federal, state, and local housing requirements, including HUD-related standards when relevant.</p><p>• Oversee vendor agreements and evaluate service delivery to ensure work is completed on time and to expectation.</p><p><br></p>
<p>We are looking for a Property Manager to oversee daily operations for residential and commercial assets. This Long-term Contract position is ideal for a detail-oriented candidate who can balance tenant service, financial oversight, and building performance while protecting property value. The role requires strong judgment, attention to detail, and the ability to coordinate leasing, maintenance, and compliance activities in a fast-paced real estate environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct the day-to-day management of assigned properties, ensuring smooth building operations across residential and commercial spaces.</p><p>• Prepare and monitor operating budgets, review financial performance, track variances, and take corrective steps to keep expenses aligned with plans.</p><p>• Support rent collection, payment processing, account reconciliation, and month-end financial activities with accuracy and timeliness.</p><p>• Address tenant concerns promptly, enforce occupancy standards, and maintain positive client relationships through responsive service.</p><p>• Coordinate repairs, preventive maintenance, and vendor work to keep building systems functioning effectively and properties well maintained.</p><p>• Oversee leasing activity by assisting with lease documentation, renewals, and negotiations for new or existing tenants.</p><p>• Maintain site safety and security measures by working with service providers, upholding building procedures, and responding to urgent issues when needed.</p><p>• Ensure compliance with applicable federal, state, and local regulations, including property-related documentation and operational requirements.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013513544** </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>