Talentsearchpro · 1 month ago
Associate Director of Operations - RIA Client Services (Partial Remote)
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
7+ years expTalentsearchpro is an SEC-registered RIA serving individuals, families, and institutional clients. They are seeking an Associate Director of Operations to manage a team, ensure client needs are met, and oversee operational processes.
Human Resources
Responsibilities
Manage and train a team of four Client Service professionals
Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently
Coordinate with multiple custodians and external data providers
Review requests from Advisors across multiple offices and allocate resources accordingly
Oversee daily, monthly, quarterly, and annual transactions and operational processes—ensuring accuracy, timeliness, and regulatory compliance
Partner with the Director of Operations to refine and implement processes related to: Client onboarding and maintenance, CRM/workflows, Transaction reconciliation for new and existing investments
Work closely with the Reporting team to deliver accurate and timely client data and transaction information
Qualification
Required
Bachelor's degree required
7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers will not qualify. (e.g., Morgan Stanley, Goldman Sachs, First Republic)
Proven leadership and management background with at least 2 years of direct team management experience in operations or client service functions
Must reside near San Francisco's Financial District (FiDi) and be available to work on-site at least three days per week
Proven success in managing high-performing teams
Preferred
Deep familiarity with custodial platforms such as Schwab and Fidelity (strong plus)
Experience with performance reporting systems and CRM/workflow software — Addepar and Salesforce are highly desirable
Understanding of processes related to private fund investing (hedge funds, private equity, real estate)
Benefits
Outstanding benefit packages
People-first work environment
Competitive compensation and benefits
Company
Talentsearchpro
Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase