Associate Director of Operations RIA

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 8 days ago

Vacancies: 1 Vacancy

Job Summary

Pay: $140000.00 - $185000.00 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 efficiency and client service.
Competitive compensation with strong bonus potential and a path to equity ownership.
Work directly with senior leadership in a transparent entrepreneurial culture where your ideas matter.

Location

Hybrid schedule three days in-office (Monday Wednesday Thursday) at the firms modern San Francisco office located within 45 minutes of the Bay Areas major hubs.

Note

Applicants must have at least 7 years of experience at an RIA (Registered Investment Adviser) and experience managing a team within an RIA setting. Familiarity with custodians such as Charles Schwab and Fidelity is required.

About Our Client

Our client is a well-established SEC-registered investment adviser providing tailored investment solutions to individuals family offices and institutions nationwide. Founded in 2008 they are known for their innovative options-enhanced risk management strategies and a client-first approach that emphasizes transparency performance and trust. With offices in San Francisco Los Angeles and New York they continue to grow steadily while maintaining an entrepreneurial culture.

Job Description

Manage and mentor a team of four client service professionals to ensure operational excellence.
Collaborate closely with advisors and investment operations to support client onboarding maintenance and ongoing transactions.
Oversee workflows across custodians (Schwab Fidelity) to ensure accuracy compliance and timely execution.
Partner with leadership to refine internal processes and improve client experience.
Work alongside the reporting team to deliver accurate client data and performance information.
Support process improvement projects related to CRM reporting and private fund investment operations.

Qualifications

Bachelors degree required.
7 years of experience working within an RIA firm (non-bank).
Proven experience managing a small to mid-sized team.
Hands-on experience with custodial platforms (Schwab required Fidelity strongly preferred).
Familiarity with performance reporting and CRM software (Addepar Salesforce a plus).
Strong problem-solving leadership and organizational skills.

Why Youll Love Working Here

Opportunity to become a key player in a high-performing collaborative team.
Competitive compensation strong annual bonus potential (20%) and potential for equity ownership after 3 years.
Comprehensive benefits: full healthcare dental vision 401(k) with profit sharing and commuter benefits.
Work with a transparent leadership team that values autonomy integrity and operational excellence.

JPC-453

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Requirements: Must have 7 yrs exp at an RIA. Must have team managerial experience. Must have Charles Schwab (Fidelity preferred) custodial experience. Relocation: Yes but would have to be a really good reason for it and package would be avail. Hard dealbreaker: Experience with Schwab or Fidelity. Experience managing a team of client service people (interns dont count).

Submissions Name / Tim McDowell /

Recruiters Submission: To submit cancel - Associate Director of Operations - RIA - Fort Point Capital Partners - JPC 453 - Source

**New Job Order Alert**

Client job title: Associate Director of Operations
Location: San Francisco CA
On-site hybrid remote: Hybrid
Experience: 7
Good fit job titles/keywords for candidates: RIA Operations Manager Associate Director of Operations Investment Operations Manager Client Service Director Wealth Management Operations Private Wealth Operations
# of hires needed: 1
Open or not to recruiters on TE: YES

Recruiter Explainer (10-Year-Old Version)

Our client is a fast-growing independently owned RIA with $2.1B AUM and offices in SF LA and NYC. They specialize in tailored investment solutions and options-enhanced strategies. This role leads a small but high-performing operations team ensuring smooth execution across Schwab and Fidelity custodians and supporting process improvements for continued firm growth.

Job title at submitting: Associate Director of Operations

Pay: $140000.00 - $185000.00 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...