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14 results for Crm Developer in Walnut Creek, CA

Senior Financial Planner

Berkeley, CA
remote
Permanent / Full Time
120000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T18:58:45Z

Financial Advisor - San Mateo

San Mateo, CA
remote
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T18:04:28Z

Financial Advisor - CFP

San Mateo, CA
onsite
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-05T07:04:58Z

Client Service Associate | Reputable Firm in SF

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
🚨 Client Service Associate | Wealth Management | San Francisco, CAIf interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-01T20:08:46Z

Sr. Marketing Proposal Coordinator

Sunnyvale, CA
onsite
Permanent / Full Time
88000.00 - 99000.00 USD / Yearly
We are looking for an experienced and creative Sr. Marketing Proposal Coordinator to join our team in San Diego, California. In this role, you will lead the development of high-quality marketing proposals, presentations, and brand materials to support our business growth and client engagement efforts. This position requires strong project management, writing, and design skills, along with the ability to collaborate effectively with technical teams and leadership. Responsibilities:• Manage the complete proposal development process, including planning, scheduling, content creation, editing, and final production.• Collaborate with technical staff, leadership, and the marketing team to create compelling proposals that showcase the company’s expertise and differentiators.• Organize proposal kick-off meetings, develop strategic approaches, and oversee content assignments and production timelines.• Design visually appealing and brand-compliant proposals using Adobe InDesign and other Creative Cloud tools.• Develop and refine interview presentations for client meetings, ensuring clear and impactful messaging.• Maintain a calendar of proposal deadlines, RFx opportunities, and prequalification submissions to ensure timely responses.• Create and update marketing collateral such as brochures, client-specific packages, and recruiting materials.• Coordinate and support events for clients, architects, and industry partners, including preparation of promotional materials.• Manage marketing databases, including proposal templates, project photography, and content libraries, to ensure accurate and up-to-date resources.• Support additional marketing initiatives by contributing ideas to enhance efficiency and effectiveness.
2026-05-07T18:18:43Z

IT Engineer

San Francisco, CA
onsite
Temporary / Contract
50.00 - 55.00 USD / Hourly
We are looking for an IT Engineer to support and strengthen a fast-paced internal technology environment. This contract position is ideal for someone who enjoys combining hands-on user support with operational improvement across endpoint management, access administration, and workplace technology. The role will focus on maintaining a predominantly Mac-based device fleet, streamlining employee lifecycle processes, and partnering with cross-functional teams to deliver reliable, scalable IT services. This is a hybrid contract located in San Francisco. Responsibilities:• Oversee the health and ongoing development of a largely Mac-based corporate environment while also supporting Windows systems used by select business teams.• Manage the full device lifecycle, including procurement coordination, deployment preparation, shipping, returns, replacements, repair tracking, and inventory accuracy.• Provide day-to-day employee technical support by assessing incoming issues, resolving common problems efficiently, and escalating complex cases when needed.• Coordinate onboarding and offboarding activities with the People team to ensure timely equipment setup, account readiness, and secure access changes.• Support high-volume onboarding periods such as intern start dates by preparing hardware, accounts, and related provisioning tasks in advance.• Administer and improve identity and access processes using tools such as Okta, including account configuration, permission reviews, and access governance activities.• Partner with DevOps, Security, Engineering, Quality, and People stakeholders to introduce new tools, support evaluations, and close technical gaps tied to adoption.• Automate repeatable work across provisioning, asset management, and reporting to improve consistency and reduce manual effort.• Maintain clear internal documentation, operational runbooks, and standard procedures while also supporting office technology such as conferencing systems, A/V equipment, and basic networking needs.• Deliver onsite assistance in the San Francisco, California office as needed, including support for local technology issues and process improvements across ticketing and tooling workflows.
2026-06-04T18:48:38Z

Client Associate - $2B AUM and Career Growth

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession. If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement. <ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.
2026-06-01T18:48:50Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000.00 - 185000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-01T23:23:45Z

Content Operations Coordinator

San Francisco, CA
remote
Temporary / Contract
18.00 - 20.00 USD / Hourly
We are looking for a detail-focused Content Operations Coordinator to support the planning, production, and publishing of digital content across web, mobile, and multimedia channels. This Part-time, On-going Contract position partners closely with content leadership and cross-functional teams to keep workflows organized, timelines on track, and publishing standards consistent across multiple content offerings. The ideal candidate brings strong operational discipline, comfort working with content systems and databases, and a practical understanding of how content moves from development through launch and performance review. Responsibilities:• Build and refine content workflows, team communications, and reference materials that improve consistency and efficiency across content operations.• Administer content platforms, databases, automation tools, and shared resources to ensure accurate information and reliable day-to-day execution.• Monitor production schedules and launch activity across content initiatives, providing clear status updates and reporting to stakeholders.• Prepare, organize, and publish content for web and mobile experiences while maintaining quality, accuracy, and formatting standards.• Track engagement metrics and compile performance insights to help guide content decisions across products and audiences.• Maintain a well-structured archive of published assets, including image libraries and supporting documentation for future use.• Gather feedback from users, providers, and internal partners, then summarize findings into actionable reports and recommendations.• Coordinate external contributors and service providers by assisting with sourcing, evaluation, scheduling, and related administrative support.• Manage operational records such as invoices, reimbursements, agreements, and other content-related documentation with close attention to detail.
2026-06-04T23:43:46Z

Director of Operations | Wealth Management Leadership Opport

San Francisco, CA
remote
Permanent / Full Time
150000.00 - 200000.00 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
2026-06-08T05:13:42Z

Director of Operations | Wealth Management Leadership Opport

San Mateo, CA
remote
Permanent / Full Time
150000.00 - 200000.00 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
2026-06-08T05:18:40Z

Director of Operations | Wealth Management Leadership Opport

San Jose, CA
remote
Permanent / Full Time
150000.00 - 200000.00 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
2026-06-08T05:18:40Z

Data Engineer

San Francisco, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
We are looking for a Data Engineer/Analyst to join a B2B technology team in San Francisco, California. This role focuses on turning complex business questions into clear reporting, actionable metrics, and effective dashboard solutions that support multiple teams. The ideal candidate is comfortable working with large datasets, building scalable Tableau reporting, and querying data directly in Databricks. This opportunity is well suited for someone who can balance a steady flow of requests while clearly communicating insights to cross-functional stakeholders. This is a 3-6 month contract opportunity. Responsibilities:• Oversee and prioritize a continuous pipeline of analytics requests coming from different business groups to ensure timely delivery of insights.• Investigate reporting issues, resolve dashboard errors, and create new Tableau dashboards designed for long-term scalability and usability.• Convert loosely defined business needs into measurable KPIs, structured analysis, and intuitive data visualizations.• Write and refine SQL queries against the Databricks data lake to retrieve accurate data for reporting and analysis.• Prepare large datasets by extracting, transforming, merging, and summarizing information from multiple sources.• Improve query efficiency and enhance data structures to support faster, more reliable dashboard performance.• Develop reporting focused on operational metrics such as performance trends, transfer activity, and response or resolution measurements.• Design visual outputs such as trend analyses, comparison views, and region-based reporting to help stakeholders interpret results quickly.• Present dashboards to partners and explain the methodology, assumptions, and logic behind the analysis in a clear manner.
2026-05-21T20:43:45Z

Systems Engineer - Azure

Pleasant Hill, CA
onsite
Temporary / Contract
65.00 - 70.00 USD / Hourly
We are looking for a skilled Systems Engineer to support, maintain, and enhance cloud and infrastructure environments, primarily in Azure. This Systems Engineer will support and enhance a modern IT environment with a strong focus on Microsoft Azure. This Systems Engineer role will work closely with internal IT and project teams to support ongoing initiatives and day‑to‑day operations. This Systems Engineer role is an onsite position out of Pleasant Hill, Ca. This Systems Engineer Opportunity is project based for 6-9 months. Responsibilities<ul><li>Support, maintain, and enhance cloud and infrastructure environments, primarily in Azure</li><li>Participate in project‑based work as well as operational support activities</li><li>Collaborate with application, security, and network teams on deployments and troubleshooting</li><li>Monitor system performance, availability, and reliability</li><li>Assist with cloud migrations, upgrades, or environment optimization as needed</li><li>Document configurations, processes, and best practices</li><li>Follow change management, security, and compliance standards</li></ul>
2026-05-07T19:18:42Z