<p><strong>Associate Director of Operations</strong></p><p><strong>Drive Excellence. Lead with Precision. Empower a High-Performing Team.</strong></p><p>Are you a strategic operations leader with a passion for process optimization, team development, and delivering exceptional service? Join a fast-paced, high-performing investment advisory firm that values initiative, collaboration, and continuous growth.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a unique opportunity to lead operational excellence in a dynamic environment serving individuals, families, and institutional clients. As <strong>Associate Director of Operations</strong>, you’ll oversee a talented client service team, streamline workflows, and ensure seamless coordination across investment operations, reporting, and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and mentor a team of four Client Service professionals, fostering a culture of excellence and accountability</li><li>Coordinate with custodians and external data providers to maintain operational accuracy and integrity</li><li>Strategically allocate team resources across advisor locations and manage competing priorities</li><li>Oversee daily, monthly, quarterly, and annual transactions with precision and timeliness</li><li>Partner with senior leadership to refine and implement processes for onboarding, CRM workflows, and investment reconciliation</li><li>Collaborate with the Reporting team to ensure timely and accurate delivery of client data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Highly competitive compensation package</li><li>Potential for equity stake after three years of service</li><li>Full individual healthcare and dental coverage</li><li>401(k) with generous profit-sharing contributions (up to 5% of total compensation)</li><li>15 days paid time off (increasing with tenure) + 10 paid holidays</li><li>Gym membership stipend and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>

<p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree required; advanced degree or designation strongly preferred (CFP®, CFA, CPA, JD, EA, Master’s, or PhD)</li><li>7+ years of experience in a Registered Investment Advisor (RIA) environment</li><li>Deep familiarity with custodial platforms—Schwab and Fidelity preferred</li><li>Proven track record of successfully managing high-performing teams</li><li>Experience with performance reporting and CRM/workflow systems (Addepar and Salesforce a plus)</li><li>Understanding of private fund investments, including hedge funds, private equity, and real estate</li></ul><p><strong>What Sets You Apart</strong></p><ul><li>You’re passionate about making a meaningful impact in clients’ lives</li><li>You bring clarity to complexity and deliver advice with empathy and precision</li><li>You thrive in a collaborative, entrepreneurial environment</li><li>You lead by example and inspire others through your professionalism and initiative</li></ul><p><strong>Interested in this opportunity?</strong></p><p> Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>

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