Job Description

Position- 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.

Qualifications:

• 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)

Compensation & Benefits:

• 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

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