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3 results for Chief Risk Officer in San Mateo, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p> <strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p> What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p> ✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p> ✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p> ✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p> ✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p> ✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
- 2026-06-08T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p>What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p>✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p>✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p>✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p>✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p>✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
- 2026-06-08T00:00:00Z
- Foster City, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p>What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p>✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p>✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p>✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p>✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p>✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
- 2026-06-08T00:00:00Z