<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Operations</p><p>&#128205; Mill Valley, CA (Hybrid)</p><p>&#127970; Boutique Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a <strong>Director of Operations</strong> to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>5-10+ years of operations experience within a wealth management, investment advisory, or financial services environment.</li><li>Proven ability to lead and take ownership of operational processes and initiatives.</li><li>Strong attention to detail with exceptional organizational and follow-through skills.</li><li>Excellent written and verbal communication abilities.</li><li>High level of professionalism, integrity, discretion, and client service orientation.</li><li>Proficiency with Microsoft Office Suite.</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Experience with custodial and investment operations platforms.</li><li>Familiarity with CRM systems and portfolio reporting software.</li><li>Bachelor&#39;s degree in Business, Finance, Accounting, or a related field.</li><li>Exposure to financial planning, investment management, or wealth management concepts.</li><li>Ability to thrive in a collaborative, high-touch client service environment.</li></ul><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>

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