Associate Director of Operations, Robert Half

Associate Director of Operations

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Employment contract

Salary:

130000.00 - 150000.00 USD / Year

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Job Description:

This wealth advisory firm offers personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm provides strategic investment solutions aimed at helping clients achieve their long-term financial objectives.

Job Responsibility:

Lead a team of five professionals across Client Service, Operations, and Trading to meet both client and firm requirements
Supervise the execution of daily, monthly, quarterly, and annual transactions, ensuring compliance with regulatory standards and maintaining accuracy and timeliness
Support the team in collaborating with various custodians and external data providers
Evaluate Advisor requests from different locations, allocating team resources as necessary
Collaborate with the Director of Operations to enhance and implement processes for client onboarding, performance reporting, and transaction reconciliation related to both new and ongoing investment activities

Requirements:

7+ years of experience in either Client Service or Operations within another RIA/wealth management firm with experience in onboarding, money movement, etc.
Must have managerial experience as this person will be managing a team
Strong communication skills and enjoys speaking directly with high net worth clients
Strong attention to detail
Experience with Salesforce, Black Diamond, and or Addepar

What we offer:

Bonus
medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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