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2 results for Chief Risk Officer in Sunnyvale, CA
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 140000 - 200000 USD / Yearly
- <p>Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a <strong>Director of Operations</strong> to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations.</p><p><br></p><p>The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul><p><br></p>
- 2026-09-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 125000 - 140000 USD / Yearly
- <p><strong>Director of Operations | San Francisco</strong></p><p><br></p><p><strong>Natalie Lue with Robert Half i</strong>s partnering with an global firm seeking a <strong>Director of Operations</strong> to lead a blend of <strong>Finance, HR, and Facilities Management</strong>.</p><p>Key areas include:</p><p>• Accounting oversight, budgeting, and reporting</p><p>• HR operations, payroll, benefits, and recruiting</p><p>• Facilities, vendor management, and office operations</p><p>• Leadership of administrative teams across multiple locations</p><p> </p><p>Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.</p><p>Interested or know someone who may be a solid operations leader? Share or apply today!</p>
- 2026-08-14T00:00:00Z