<p>**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume. You can also call my office number at 424-270-9193****</p><p><br></p><p>We are looking for an experienced Project Manager to lead and oversee IT projects with precision and efficiency. This long-term contract position is based in Beverly Hills, California, and requires expertise in Agile methodologies and project management practices to deliver impactful results. The ideal candidate will possess strong organizational skills and a proven ability to drive projects to successful completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead and coordinate IT projects, ensuring alignment with business objectives and timelines.</p><p>• Implement Agile Scrum practices to enhance collaboration and efficiency within project teams.</p><p>• Develop and manage detailed project plans, including scope, schedule, and resource allocation.</p><p>• Facilitate communication between stakeholders to ensure clarity and alignment throughout project phases.</p><p>• Monitor project progress and address any risks or issues proactively.</p><p>• Utilize Atlassian Jira to track and manage project workflows and deliverables.</p><p>• Ensure compliance with industry standards and organizational policies during project execution.</p><p>• Provide mentorship and guidance to team members, fostering a culture of continuous improvement.</p><p>• Conduct regular project reviews and prepare comprehensive reports for stakeholders.</p><p>• Collaborate with cross-functional teams to identify opportunities for process optimization.</p>
This role plays a key role in supporting a Financial Advisor by managing client relationships, streamlining administrative processes, and ensuring the seamless execution of investment and insurance operations. This position is responsible for maintaining accurate client records, coordinating account activity, and delivering timely, high-quality service to enhance the overall client experience. <br> What You’ll Bring Exceptional attention to detail with strong organizational and time-management skills Excellent written and verbal communication with a client-focused approach Experience with CRM systems, account servicing, and document management Working knowledge of investment account operations and insurance underwriting processes Ability to multitask, adapt in a fast-paced environment, and collaborate across teams Key Responsibilities Client Service & Administrative Support Serve as a primary point of contact for client communications, including scheduling appointments and handling service requests such as account updates, payment inquiries, and documentation needs Manage calendars, coordinate meetings, and prepare materials including case files, reports, and research for financial planning support Maintain accurate and compliant electronic client records, ensuring detailed documentation of all interactions and transactions Perform administrative tasks including CRM updates, document filing, and tracking ongoing projects Deliver detail oriented, high-quality communication to clients and internal stakeholders Support process improvements and contribute to operational efficiencies Provide ongoing administrative support and assist with special projects as needed Investment Operations Support Assist in managing and maintaining client investment accounts, including account setup, updates, and servicing Execute transactions, asset transfers, and rollovers in alignment with client strategies Maintain accurate client and account information, including banking details and standing instructions Prepare comprehensive case materials for client meetings, including account summaries, performance reports, and tax information Respond to client inquiries promptly and resolve issues effectively Insurance Operations Support Support the full insurance lifecycle from application through underwriting and policy delivery Review applications, policy changes, and documentation for accuracy and completeness Coordinate medical exams and proactively manage underwriting requirements to ensure timely processing Act as a liaison between clients, underwriters, and external partners to expedite case progress Monitor application status and follow up on outstanding requirements Prepare client documentation, including illustrations, in-force ledgers, and policy delivery materials Maintain accurate insurance records and track new business pipelines within the CRM system
<p>We are looking for an experienced Project Manager to lead complex data privacy and advanced analytics initiatives. This position is based in Southern California and offers a long-term contract opportunity. The ideal candidate will play a pivotal role in overseeing technology and data platform projects, ensuring compliance with privacy regulations while driving organizational transformation and innovation.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage detailed project plans, schedules, and milestones to ensure timely and efficient execution of deliverables.</p><p>• Lead initiatives focused on data privacy compliance, including assessments, regulatory reviews, and implementation of privacy controls.</p><p>• Facilitate Agile ceremonies to prioritize sprint goals, address blockers, and guide teams toward improved delivery flow.</p><p>• Collaborate with stakeholders across business, technical, and leadership teams to ensure alignment on project objectives and updates.</p><p>• Oversee governance and quality assurance processes to ensure deliverables meet established standards and compliance requirements.</p><p>• Coordinate knowledge transfer, documentation, and operational handoff activities for completed projects.</p><p>• Manage end-to-end delivery of data pipelines, analytics solutions, dashboards, and modernization efforts.</p><p>• Partner with product owners to maintain dual-focused backlogs that address feature delivery, data quality enhancements, and compliance tasks.</p><p>• Ensure strong data governance practices, including metadata accuracy, documentation, and quality controls, throughout project lifecycles.</p><p>• Identify opportunities for process improvement and implement changes to enhance project delivery practices.</p>
We are looking for a skilled Relationship Manager to join our team in Los Angeles, California. This role is essential to expanding our presence in the commercial real estate market by fostering client relationships and promoting banking solutions. The ideal candidate will bring expertise in lending, underwriting, and client management, while maintaining a thorough understanding of banking policies and compliance standards.<br><br>Responsibilities:<br>• Build and strengthen the bank's brand presence in the Los Angeles commercial real estate sector by identifying key influencers and establishing strategic partnerships.<br>• Develop new customer relationships by sourcing prospects and fostering comprehensive banking solutions, including deposit accounts and lending services.<br>• Conduct preliminary underwriting of debt opportunities based on credit policies, present proposals to committees, and prepare term sheets aligned with feedback.<br>• Collaborate with credit officers to prepare detailed credit proposals, assess creditworthiness, and present recommendations to the Credit Committee.<br>• Manage a portfolio of commercial real estate credits, maintaining regular communication with clients and performing periodic reviews of financial statements.<br>• Monitor credit offerings and ensure compliance with the bank's approval processes and credit policies.<br>• Interface with auditors and examiners as needed and prepare detailed reports for internal review.<br>• Maintain a comprehensive understanding of internal banking processes and departments to ensure efficient operations.<br>• Participate in bank-related activities and contribute to departmental initiatives.<br>• Perform other duties as assigned to support the team and organizational goals.
We are looking for an experienced IT Cloud Manager to oversee cloud infrastructure and lead technical teams in delivering secure, scalable solutions. This role involves managing advanced cloud technologies while ensuring compliance with industry standards. Based in Torrance, California, this position offers an opportunity to drive innovation in a dynamic healthcare environment.<br><br>Responsibilities:<br>• Lead and manage cloud infrastructure projects to ensure secure and efficient operations.<br>• Oversee the implementation and maintenance of DevOps tools, CI/CD pipelines, and automation frameworks.<br>• Direct the configuration and management of networking systems, including firewalls, VPNs, VPCs, and load balancers.<br>• Collaborate with cross-functional teams to align cloud strategies with organizational goals.<br>• Ensure all systems adhere to security and compliance frameworks, such as SOC 2 and similar standards.<br>• Provide leadership and mentorship to team members, fostering attention to detail and growth.<br>• Monitor system performance and proactively address issues to optimize operations.<br>• Develop and refine processes for continuous improvement and streamlined workflows.<br>• Manage backup technologies and configuration management to safeguard data and system integrity.<br>• Utilize analytical skills to troubleshoot problems and implement effective solutions.