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Robert Half Director of Operations - largest internal team in Oakland, California


For faster consideration, please view my Linkedin under Charlie O'Brien and send me your resume

Director of Operations

We are seeking an experienced Director of Operations to join our team and ensure cost-effective operational efficiency and compliance. This role involves overseeing daily operations, establishing best practices, and supporting growth within the retirement industry.

Key Responsibilities:

  • Manage departments including Cash Management, Real Estate, Alternative Assets, Precious Metals, Distributions, Transfers, Office Administration, Regulatory Reporting, and Compliance.

  • Lead system upgrades for efficient integration.

  • Foster a collaborative, accountable, and growth-oriented operations team.

  • Develop and monitor key performance indicators (KPIs) for informed business decisions.

  • Participate in the leadership team, providing insights on industry trends and compliance.

  • Assist in strategic business goal development and management.

  • Ensure adherence to company policies and banking regulations.

  • Maintain business continuity plans for uninterrupted operations.

  • Liaise with external entities to ensure legal and operational compliance.

  • Promote a high-performance, continuous improvement culture.


KEY requirements:

  • Compliance and banking knowledge – they are a non-depository bank

  • Experience with managing technology system migration – will be moving from Accutrust Gold systems to another system

  • Experience managing a large department – this role is supervising 6 managers and 40 overall employees; this is the largest team in the organization

  • Communication must be 10/10


  • Bachelor’s degree in finance or business administration.

  • 10+ years of management experience in banking, finance, audit, or related fields.

  • Proven success in leading transformational initiatives.

  • Strong mentorship and team guidance skills.

  • Familiarity with IRA industry regulations.

  • Excellent analytical and communication skills.

  • Ability to manage operational processes and perform under pressure.

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 ( 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 for more information.

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