Note: The job is a remote job and is open to candidates in USA. Talentsearchpro is an SEC-registered RIA that serves individuals, families, and institutional clients, managing approximately $2.1 billion in assets. The Associate Director of Operations will manage a team of Client Service professionals, collaborate with the Investment Operations team, and oversee various operational processes to ensure client needs are met efficiently and accurately.
Responsibilities
• 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.
Skills
• 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.
• Must 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).
Benefits
• Outstanding benefit packages
• Competitive compensation and benefits
Company Overview
• Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization. It was founded in undefined, and is headquartered in Oakland, California, US, with a workforce of 2-10 employees. Its website is http://talentsearchpro.com/.
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