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Associate Director of Operations
Associate Director of OperationsCivicMinds, Inc • San Francisco, CA, United States
Associate Director of Operations

Associate Director of Operations

CivicMinds, Inc • San Francisco, CA, United States
7 days ago
Job type
  • Full-time
Job description

Position- Wealth Advisory Associate Director of Operations

Mode : Hybrid (3 : 2)

You must have RIA Operations experience to apply for this role.

Key responsibilities include :

  • Age and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
  • Assist team in coordinating with multiple custodians and outside data providers.
  • Review requests from Advisors in multiple locations, allocating team resources as needed.
  • Oversee daily / monthly / quarterly / annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
  • Assist the Director of Operations in refining and implementing processes to affect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management / workflows, and transaction reconciliation around new and existing investment activities.
  • Work closely with the Reporting team to provide client data and transaction information in a timely fashion.

Qualifications :

  • 5+ years of RIA experience
  • Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
  • Demonstrated success at managing high-functioning teams
  • Exposure to and experience with performance reporting systems and customer relationship management / workflow software (Addepar and Salesforce are a plus)
  • Experience with the processes involved in private fund investing (hedge funds, private equity, real estate)
  • Position may lead to an equity stake in the firm after three years of service

    • Benefits :

  • Highly competitive compensation package
  • Full individual healthcare and dental coverage
  • 401(k) participation (after one year of service) including generous profit‑sharing contributions equal to up to 5% of total compensation
  • 15 days paid time off (days increase with tenure) and 10 paid holidays

    • Seniority level : Mid‑Senior level

    Employment type : Full‑time

    Job function : Other

    Industries : Investment Management

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    Director Of Operation • San Francisco, CA, United States