Associate Director of Operations - RIA

Job Description

Job Description

Pay : $140,000.00 - $185,000.00 per year

Why This Is a Great Opportunity

• Join a growing, independent wealth management firm with long-term stability and no private equity ownership.
• Hybrid schedule (3 days in-office) promoting both collaboration and work-life balance.
• Lead and mentor a talented operations team while having direct impact on firm-wide efficiency and client service.
• Competitive compensation with strong bonus potential and a path to equity ownership.
• Work directly with senior leadership in a transparent, entrepreneurial culture where your ideas matter.

Location

Hybrid schedule - three days in-office (Monday, Wednesday, Thursday) at the firm's modern San Francisco office, located within 45 minutes of the Bay Area's major hubs.

Note

Applicants must have at least 7+ years of experience at an RIA (Registered Investment Adviser) and experience managing a team within an RIA setting. Familiarity with custodians such as Charles Schwab and Fidelity is required.

About Our Client

Our client is a well-established SEC-registered investment adviser providing tailored investment solutions to individuals, family offices, and institutions nationwide. Founded in 2008, they are known for their innovative, options-enhanced risk management strategies and a client-first approach that emphasizes transparency, performance, and trust. With offices in San Francisco, Los Angeles, and New York, they continue to grow steadily while maintaining an entrepreneurial culture.

Job Description

Qualifications

Why You'll Love Working Here