Wealth Advisory Associate Director of Operations
Job in
San Francisco, San Francisco County, California, 94102, USA
Listed on 2026-01-24
Listing for:
CivicMinds, Inc.
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Risk Manager/Analyst -
Management
Operations Manager, Wealth Management, Risk Manager/Analyst, Program / Project Manager
Job Description & How to Apply Below
Wealth Advisory Associate Director of Operations
Location-
San Francisco, CA
Mode
- Hybrid (3:2)
You must have RIA Operations experience to apply for this role.
Key responsibilities include:
- Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
- Assist team in coordinating with multiple custodians and outside data providers.
- Review requests from Advisors in multiple locations, allocating team resources as needed.
- Oversee daily/monthly/quarterly/annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
- Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management/workflows, and transaction reconciliation around new and existing investment activities.
- Work closely with the Reporting team to provide client data and transaction information in a timely fashion.
- Bachelor's degree
- 5+ years of RIA experience
- Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
- Demonstrated success at managing high-functioning teams
- Exposure to and experience with performance reporting systems and customer relationship management/workflow software (Addepar and Salesforce are a plus)
- Experience with the processes involved in private fund investing (hedge funds, private equity, real estate)
- Highly competitive compensation package
- Position may lead to an equity stake in the firm after three years of service
- Full individual healthcare and dental coverage
- 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation
- 15 days paid time off (days increase with tenure) and 10 paid holidays
- Gym membership stipend
- Commuter benefits
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×