Operations Associate Established Ria Jobs in Palo Alto, CA

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RIA Operations Associate

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a Registered Investment Firm in the East Bay. They are looking for an Operations Lead to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-10-26T00:00:00Z

Client Operations - RIA Firm

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-27T00:00:00Z

Associate Advisor RIA Firm

San Ramon, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-10-30T00:00:00Z

Associate Advisor, RIA

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time. What You’ll Do<ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul>
2026-10-16T00:00:00Z

Associate Advisor - RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOE A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-10-23T00:00:00Z

Fund Operations Associate

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment. What You'll Do:<ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
2026-10-23T00:00:00Z

RIA Billing & Operations Specialist

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a detail-oriented Reporting & Billing Specialist to join its growing operations team. This is an internal-facing role that works closely with financial advisors and the firm's internal team to support portfolio reporting, quarterly billing, account administration, and operational workflows. The primary focus will be managing quarterly billing across client accounts, maintaining accurate account data, and overseeing reporting and financial systems, including Envestnet Tamarac. Key Responsibilities<ul><li>Quarterly Billing: Manage the end-to-end quarterly billing process across client accounts, ensuring calculations are accurate and completed on schedule.</li><li>Billing & Fee Administration: Review fee schedules, account information, and billing calculations; identify discrepancies and communicate anticipated billing amounts to advisors and internal teams.</li><li>Portfolio Reporting: Manage Envestnet Tamarac, including portfolio accounting, reporting functionality, and ongoing system maintenance.</li><li>Account Administration: Set up new accounts, establish client portals, process account updates, and maintain accurate information across internal systems.</li><li>CRM Management: Oversee CRM data and maintain accurate account, household, and relationship records.</li><li>Daily Operations: Handle system updates, reporting needs, account maintenance, and other operational tasks that keep the firm running smoothly.</li><li>Internal Collaboration: Partner with advisors and internal team members to coordinate billing cycles, resolve operational issues, and support ongoing reporting needs.</li></ul>
2026-10-22T00:00:00Z

Hedge Fund - Operations Associate

Orinda, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-21T00:00:00Z

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