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1 result for Chief Risk Officer in Fremont, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 135000 - 200000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Operations | Wealth Management Firm | Mill Valley; Hybrid</strong></p><p> </p><p>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.</p><p><strong> </strong></p><p>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.</p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-07-01T00:00:00Z