What are the responsibilities and job description for the Associate Director of Operations, Wealth Management position at Robert Half?
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Associate Director of Operations Location:San Francisco, CA (hybrid) Salary:130k-150k base bonus About the Company:A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1 billion in assets under management. Key Responsibilities:Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.Coordinate with multiple custodians and external data providers, ensuring smooth workflows.Allocate team resources effectively while reviewing Advisor requests across multiple locations.Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.
Salary : $130,000 - $150,000
