Job Details

What is it for you:
SEC-registered RIA serving individuals, families, and institutional clients, with approximately $2.1 billion in assets under management.
Small, high-performing team with a focus on continuous improvement-both at the firm and individual level.
outstanding benefit packages and a people-first work environment
Stable, growing company with tremendous opportunity for career advancement
Competitive compensation and benefits

What You Will Be Doing
Manage and train a team of four Client Service professionals.
Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently.
Coordinate with multiple custodians and external data providers.
Review requests from Advisors across multiple offices and allocate resources accordingly.
Oversee daily, monthly, quarterly, and annual transactions and operational processes-ensuring accuracy, timeliness, and regulatory compliance.
Partner with the Director of Operations to refine and implement processes related to:
Client onboarding and maintenance
CRM/workflows
Transaction reconciliation for new and existing investments
Work closely with the Reporting team to deliver accurate and timely client data and transaction information.

Experience You Will Need
Bachelor's degree required.
7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers will not qualify. (e.g., Morgan Stanley, Goldman Sachs, First Republic)
Proven leadership and management background with at least 2 years of direct team management experience in operations or client service functions.
ust reside near San Francisco's Financial District (FiDi) and be available to work on-site at least three days per week.
Deep familiarity with custodial platforms such as Schwab and Fidelity (strong plus).
Proven success in managing high-performing teams.
Experience with performance reporting systems and CRM/workflow software - Addepar and Salesforce are highly desirable.
Understanding of processes related to private fund investing (hedge funds, private equity, real estate).