RIA Operations Director
3 weeks ago
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.
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Associate Director of Operations
4 weeks ago
San Francisco, United States Tom Trese Full timePay: $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...
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Associate Director of Operations
2 weeks ago
San Francisco, CA, United States Orion Placement Full timePay $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...
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Regional Director
4 weeks ago
San Francisco, United States Allspring Global Investments Full timeDescription 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...
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San Francisco, CA, United States Tom Trese Full timeA 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...
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Director of Operations
3 weeks ago
San Juan, United States GemHarvest Executive Recruiting Full timeDirect 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...
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President - RIA
4 weeks ago
San Francisco, CA, United States FutureSight Full timeFutureSight 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...
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Client Service
4 weeks ago
San Ramon, United States California Staffing Full timeJob 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...
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Client Service
4 weeks ago
San Ramon, United States California Staffing Full timeJob 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...
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Director of Operations
2 weeks ago
San Juan, United States GemHarvest Full timeDirector 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...
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Director of Operations
2 weeks ago
San Juan, United States GemHarvest Full timeDirector 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...