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1 result for It Operations Manager in Davis, CA
- Walnut Creek, CA
- onsite
- Permanent
- 150000 - 200000 USD / Yearly
- <p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an <strong>established East Bay RIA managing over $4B in AUM</strong> to hire an <strong>Operations Manager</strong> to lead a team of talented Client Service Associates.</p><p>This is an excellent opportunity for an <strong>experienced Operations Manager or Lead CSA with prior management experience</strong> who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
- 2026-03-15T00:00:00Z