Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions </li><li>Develop and improve workflows, processes, and operational best practices </li><li>Optimize technology, CRM systems, and software integrations </li><li>Oversee custodian operations, account administration, and asset movement </li><li>Manage key vendor relationships and operational infrastructure </li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes </li><li>Lead strategic projects that improve scalability and operational efficiency </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

<ul><li>5-7+ years of operations leadership experience within an RIA, wealth management, or financial services firm </li><li>Strong knowledge of custodial platforms and wealth management operations </li><li>Experience with Salesforce, CRM systems, reporting tools, and workflow technology </li><li>Excellent organizational, communication, and project management skills </li><li>Collaborative leadership style with the ability to thrive in a fast-paced, entrepreneurial environment </li><li>Bachelor's degree required</li></ul>Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

San Francisco, CA
onsite
Permanent / Full Time
135000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions </li><li>Develop and improve workflows, processes, and operational best practices </li><li>Optimize technology, CRM systems, and software integrations </li><li>Oversee custodian operations, account administration, and asset movement </li><li>Manage key vendor relationships and operational infrastructure </li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes </li><li>Lead strategic projects that improve scalability and operational efficiency </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z