Director of Operations
3 weeks ago
Judson Group has been retained by a privately-held RIA with $1.5B 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 firm’s reporting and CRM systems/processes. Prior experience managing and developing a team is highly valued.
Responsibilities:
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
Requirements:
Minimum of five years of experience within an RIA; 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
Excellent written and verbal communication skills; ability to interact up, down, and across the organization
Compensation:
Significant base salary plus bonus opportunity. Firm pays 100% of employee health insurance premium, cell phone, and gym membership, in addition to other benefits.
Location:
San Francisco, California (financial district – two days per week WFH)
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