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2 results for Operations Associate Established Ria in Palo Alto, CA

Walnut Creek, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation! Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-04-17T23:58:43Z

Walnut Creek, CA
remote
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T19:38:42Z