Director of Business Operations and Account Management
3 weeks ago
5B in AUM in the search for a Director of Operations Wealth Management . The firm serves HNW/UHNW individuals as well as institutions as a full-service wealth manager with a number of private fund offerings in-house.
The firm is looking for someone with prior investment/client service operations experience in an RIA that can be a player/coach in oversight of a small operations team. The Director will have oversight of overall operations with direct responsibility for the firms reporting and CRM systems/processes. Prior experience managing and developing a team is highly valued.
Responsible for oversight of Operations Manager handling day-to day client operations functions including onboarding, maintenance, billing, reporting, trading operations, and all other client service/operations functions
Ensure client service/operations teams are appropriately staffed, trained and performing at the highest level
Collaborate with members of senior management to review workflows and the tech stack to optimize the overall operational workflows and processes of the firm
Act as the senior liaison on our custodial relationships (Schwab, Fidelity) and serve as the escalation point on client issues, transaction requests, and account opening & closing, among other activities
Represent the Operations function during senior management meetings
Support senior management in driving strategic initiatives, including client segmentation and service model refinement to support the growth of the firm in its key business lines
Work with the Chief Compliance Officer to ensure critical procedures are adhered to, and information security policies are robust
minimum of three years of management/leadership experience
Deep understanding of custodial offerings and their associated web interfaces (Schwab, Fidelity, etc.)
Strong proficiency in MS Office, especially Excel. Experience working with CRM and performance reporting applications (Salesforce and Addepar experience a plus). Understanding of custodial trading tools and financial planning software
Proven ability to implement and manage operational workflows for maximum efficiency and team productivity
Firm pays 100% of employee health insurance premium, cell phone, and gym membership, in addition to other benefits.
San Francisco, California (financial district two days per week WFH)
-
District Business Manager
6 days ago
San Francisco, United States SCP PROPERTY MANAGEMENT LLC Full time*** Responsible for the efficient operation of the assigned communities under the direction of the Regional Director, the Business Manager oversees the tasks associated with the operation of community collections, community documentation, resident services, renewal administration, administration, and actions to ensure compliance with all applicable laws and...
-
Director of Operations
2 days ago
San Francisco, United States Strandberg Engineering Full timeDIRECTOR OF OPERATIONSStrandberg Engineering is a 24-person structural engineering firm located in the heart of the diverse and lively Mission District of San Francisco. We enjoy working in a collaborative environment, bringing architectural visions to life, and coordinating creative solutions during design and construction. Strandberg is currently...
-
Director of Operations
2 days ago
San Francisco, United States Strandberg Engineering Full timeDIRECTOR OF OPERATIONSStrandberg Engineering is a 24-person structural engineering firm located in the heart of the diverse and lively Mission District of San Francisco. We enjoy working in a collaborative environment, bringing architectural visions to life, and coordinating creative solutions during design and construction. Strandberg is currently...
-
Director of Medical Key Accounts Manager
2 weeks ago
San Francisco, CA, United States Henkel Full timeAt Henkel, you can build on a strong legacy and leading positions in both industrial and consumer businesses to reimagine and improve life every day. If you love challenging the status quo, join our community of over 50,000 pioneers around the globe. Our teams at Henkel Adhesive Technologies help to transform entire industries and provide our customers...
-
Business Operations Manager
4 hours ago
San Antonio, United States Bedrock at Home Texas Full timeBedrock at Home Texas - Position Summary: This position is responsible for the efficient, successful, and appropriate operations of the Home Care office to maximize growth and profitability of the region. Assures clear and effective communication with clients, associates, referral sources, vendors, contractors, and office staff. This position will oversee...
-
Director, Business Development
1 week ago
San Francisco, CA, United States IQVIA Full timeWe are seeking a Director Business Development to join Q² Solutions, IQVIA’s laboratory business as a remote position.We hire passionate innovators who drive healthcare forward through thoughtful and inclusive collaboration. If you want to discover a career with greater purpose, join us as we transform and accelerate research and development.As a...
-
Enterprise Business Development Director
2 days ago
San Francisco, United States Global Contract Development and Manufacturing Organization (CDMO) Full timeJob DescriptionJob Description Position Overview: Mursion is at the forefront of creating the latest EdTech category and we are seeking a Business Development Director (BDD) to join our growing sales team. We are looking for someone who is highly motivated and skilled at selling to enterprise accounts. A successful candidate will have a proven track record...
-
Enterprise Business Development Director
1 month ago
San Francisco, United States Global Contract Development and Manufacturing Organization (CDMO) Full timeJob DescriptionJob Description Position Overview: Mursion is at the forefront of creating the latest EdTech category and we are seeking a Business Development Director (BDD) to join our growing sales team. We are looking for someone who is highly motivated and skilled at selling to enterprise accounts. A successful candidate will have a proven track record...
-
Corporate Accountant
1 week ago
San Francisco, United States Business Wire Full timeCorporate Accountant II is responsible for performing month-end close journal entries, reconciliations, and analytics, assisting with the preparation of financial statements and reports for the US and Foreign entities, and collaborating with cross-functional teams. This position reports to Sr. Managing Accountant. What You Will Do You will have an...
-
Senior Accountant
4 days ago
San Francisco, California, United States Business Wire Full timeSenior Accountant I is responsible for performing month-end close journal entries, reconciliations and analytics, assisting with preparation of financial statements and reports for the US and Foreign entities, and collaborating with cross-functional teams. This position reports to Managing Accountant.What You Will Do You will have an opportunity to serve as...
-
Senior Accountant
2 days ago
San Francisco, United States Business Wire Full timeSenior Accountant I is responsible for performing month-end close journal entries, reconciliations and analytics, assisting with preparation of financial statements and reports for the US and Foreign entities, and collaborating with cross-functional teams. This position reports to Managing Accountant. What You Will Do You will have an opportunity to serve...
-
Account Director
3 weeks ago
San Francisco, United States The PR Net Full timeLocation: San Francisco, CA Field: PR/Communications Min. Experience: 6-9year(s) Basis: Full-time Description: The James Collective is a bicoastal, boutique PR and integrated communications firm that specializes in the CPG food and beverage, travel, and design industries, representing some of the best legacy and start-up businesses in those spaces. We have...
-
Director of Finance and Accounting
1 week ago
San Antonio, United States Hispanic Association of Colleges and Universities Full timeDescription: **SUMMARY** The Director of Finance and Accounting assists with the establishment and implementation of the organization’s accounting policies and procedures. They will have overall responsibility for assigned accounting operations and systems as well as associated analysis and report preparation. They will oversee all accounting tasks...
-
Director of Campus Operations
5 days ago
San Francisco, California, United States Sterne School Full timeThe Director of Campus Operations reports to the Director of Finance & Business. Responsibilities include but are not limited to: Partnering with the Director of Finance to develop short- and long-term strategies to keep the campus operating at the most efficient and cost-effective levels Acting as a thought partner with the Director of Finance and Head of...
-
Sales Director
1 month ago
San Francisco, United States SBM Management Services, LP Full timeDescriptionPosition at SBM ManagementTheStrategic Solutions Directorwill be responsible for overall strategies for growth, working with AD’s and key pursuits. This position will interface with Marketing on growth pursuits, creating custom roadmaps, and collateral. In addition to lead generating strategies and supporting marketing drip campaigns to achieve...
-
Director of Medical Key Accounts Manager
1 week ago
San Francisco, United States Henkel AG & Co. KGaA Full timeAt Henkel, you can build on a strong legacy and leading positions in both industrial and consumer businesses to reimagine and improve life every day. If you love challenging the status quo, join our community of over 50,000 pioneers around the globe. Our teams at Henkel Adhesive Technologies help to transform entire industries and provide our customers with...
-
San Francisco, United States Jones Lange Lasalle, Inc. Full timeActively engage with C-Suite Client Executives as a Client Relationship Manager to understand organizational goals, uncover new business opportunities, find ways for JLL to maximize relationship with client. Collaborate with executive level JLL colle Director, Investor, Property Management, Relationship Manager, Client Relations, Account, Business Services
-
San Francisco, CA, United States Niantic Full timeThe Platform Operations team builds the operational infrastructure Niantic's Platform business unit runs on. This spans spearheading large-scale and experimental data collection projects, crafting frameworks and tools to drive critical-thinking in product investment decisions, and ensuring our Go-To-Market functions run as one well-oiled machine. We're now...
-
Senior Manager
6 days ago
San Francisco, CA, United States Connor Group Full timeSan Francisco, CATechnical Accounting – Technical Accounting /Salaried/ RemoteConnor Group has several offices with hybrid work arrangements. We are also hiring remote professionals for this position.Are you an intellectually curious, deal oriented professional who enjoys coming up with innovative solutions to complex business issues? Connor Group is...
-
ASSISTANT DIRECTOR OF REAL ESTATE
2 weeks ago
San Francisco, California, United States City and County of San Francisco Full timeJob Description The Assistant Director (aka Deputy Managing Director of the Real Estate Division) assists the Director of Property as provided under Chapter 23 of the Administrative Code and is charged with administration, management and supervising the division’s operations; developing, coordinating, originating and executing policies and procedures;...