Registered Investment Advisor

Qualifications

• 7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers will not qualify. e.g., Morgan Stanley, Goldman Sachs, First Republic)
• Proven leadership and management background with at least 2 years of direct team management experience in operations or client service functions.
• You should reside near San Francisco’s Financial District (FiDi) and be available to work on-site at least three days per week.
• Deep familiarity with custodial platforms such as Schwab and Fidelity (strong plus).
• Proven success in managing high-performing teams.
• Experience with performance reporting systems and CRM / workflow software — Addepar and Salesforce are highly desirable.
• Understanding of processes related to private fund investing (hedge funds, private equity, real estate).

Seniority Level

Director

Employment Type

Full-time

Job Function

Management

Industries

Investment Management

Location & Salary

San Francisco, CA

Salary : $85,000 - $135,000

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