<p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>well-established wealth advisory firm</strong> that provides personalized financial management services to individuals, families, and institutional clients. With approximately <strong>$1.2 billion in assets under management</strong>, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals.</p><p><br></p><p><strong>About the Firm</strong></p><p>This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.</p><p><br></p><p><strong>The Opportunity</strong></p><p>The firm is seeking a <strong>Manager, Client Service & Operations</strong> to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm’s overall growth.</p><p>This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.</p><p><br></p>

<p><br></p><ul><li>Lead and mentor a team of five professionals across Client Service, Operations, and Trading.</li><li>Oversee daily, monthly, quarterly, and annual transactions, ensuring accuracy, compliance, and timely completion.</li><li>Collaborate with custodians and external data providers to ensure seamless service delivery.</li><li>Evaluate Advisor requests across multiple offices and allocate team resources effectively.</li><li>Partner with the Director of Operations to refine and implement processes for client onboarding, performance reporting, and transaction reconciliation.</li></ul><p><strong>What We’re Looking For</strong></p><ul><li>7+ years of experience in Client Service and/or Operations within an RIA or wealth management firm.</li><li>Proven managerial experience with a strong ability to lead, coach, and motivate a team.</li><li>Excellent communication skills and comfort interacting directly with high-net-worth clients.</li><li>Strong attention to detail and commitment to delivering high-quality work.</li><li>Proficiency with <strong>Salesforce, Black Diamond, and/or Addepar</strong> strongly preferred.</li></ul><p><strong>Why This Firm</strong></p><ul><li>Collaborative and team-oriented culture with a strong client-first mindset.</li><li>Hybrid work environment with flexibility and work-life balance.</li><li>Opportunity to make a direct impact and grow with an established, respected firm.</li></ul><p><br></p><p><strong>Interested in this opportunity?</strong></p><p> Apply directly and connect with <strong>Jennifer Fukumae</strong> on LinkedIn for the fastest consideration or to learn about other wealth management opportunities that may align with your background.</p>

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