Operations Manager

Robert Half • San Ramon, CA • 3d ago

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.

This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.

Responsibilities:

Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.

Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.

Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.

Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.

Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.

Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.

Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.

Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.

Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.

Requirements

At least 3 years of experience in operations, preferably within financial services, wealth management, or a similar services setting.

Demonstrated familiarity with human resources administration, employee relations support, office operations, or related functional areas.

Strong project management and organizational abilities with a proven capacity to balance competing priorities effectively.

Comfort with learning new technology platforms and contributing to system implementations or process enhancements.

Clear written and verbal communication skills with the ability to collaborate successfully across different levels of the organization.

A proactive, hands-on work style with sound judgment and a solutions-focused mindset.

Ability to work cross-functionally with compliance stakeholders, even without prior direct compliance experience.

Title: Operations Manager

Report To: Chief Operating Officer

Work Arrangement: Onsite

Compensation: $85-110k (DOE) + Discretionary Bonus + Amazing Benefits

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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