RIA Operations Director

3 weeks ago


San Francisco CA, United States Talent Search PRO Full time

A financial services company in San Francisco seeks an experienced operations manager to oversee a team and ensure client needs are efficiently met.
The role demands expertise in managing high-performing teams and familiarity with custodial platforms like Schwab and Fidelity.
Candidates should have a bachelor's degree and at least 7 years of experience within a Registered Investment Advisor (RIA) environment.



  • San Francisco, United States Tom Trese Full time

    Pay: $140,000.00 - $185,000.00 per year Why This Is a Great Opportunity Join a growing, independent wealth management firm with long-term stability and no private equity ownership. Hybrid schedule (3 days in-office) promoting both collaboration and work-life balance. Lead and mentor a talented operations team while having direct impact on firm-wide...


  • San Francisco, CA, United States Orion Placement Full time

    Pay $140,000.00 - $185,000.00 per year Why This Is a Great Opportunity Join a growing, independent wealth management firm with longterm stability and no private equity ownership. Hybrid schedule (3 days inoffice) promoting both collaboration and worklife balance. Lead and mentor a talented operations team while having direct impact on firmwide efficiency and...

  • Regional Director

    4 weeks ago


    San Francisco, United States Allspring Global Investments Full time

    Description Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...


  • San Francisco, CA, United States Tom Trese Full time

    A leading wealth management firm in San Francisco seeks an experienced operations manager to lead a team, enhance client service processes, and ensure compliance in a hybrid work environment. The ideal candidate will have over 7 years of experience in an RIA firm, with strong leadership and problem-solving skills. Competitive compensation and comprehensive...


  • San Juan, United States GemHarvest Executive Recruiting Full time

    Direct message the job poster from GemHarvest Executive Recruiting Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Director of Operations Well-established wealth management firm San Juan, Puerto Rico (on-site with flexibility) A well-established independent RIA is seeking a Director of...

  • President - RIA

    4 weeks ago


    San Francisco, CA, United States FutureSight Full time

    FutureSight is hiring an experienced and visionary Founding CEO to lead the launch of a new AI Compliance venture serving SEC- and FINRA-regulated firms. Today, compliance teams at RIAs and broker-dealers spend countless hours manually reviewing marketing materials, employee communications, and trade recordsdriving up costs, slowing approvals, and increasing...

  • Client Service

    4 weeks ago


    San Ramon, United States California Staffing Full time

    Job Opportunity: TraderJennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking...

  • Client Service

    4 weeks ago


    San Ramon, United States California Staffing Full time

    Job Opportunity: TraderJennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking...


  • San Juan, United States GemHarvest Full time

    Director of Operations Well-established wealth management firm San Juan, Puerto Rico (on-site with flexibility) A well-established independent RIA is seeking a Director of Operations to bring structure, leadership, and consistency to its growing team. This role is designed for an operational leader who wants to make a meaningful impact, work closely with...


  • San Juan, United States GemHarvest Full time

    Director of Operations Well-established wealth management firm San Juan, Puerto Rico (on-site with flexibility) A well-established independent RIA is seeking a Director of Operations to bring structure, leadership, and consistency to its growing team. This role is designed for an operational leader who wants to make a meaningful impact, work closely with...