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Robert Half Logo Robert Half · Finance

Director of Fund Operations and Business Management

United States, Larkspur · Job Posted July 04, 2026
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Job Description

Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.

Job Responsibility

  • Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration
  • Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships
  • Support compliance initiatives, including regulatory filings, policy development, and committee participation
  • Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development
  • Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants
  • Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth

Requirements

  • 10+ years of experience in investment management or a related financial services environment
  • Strong knowledge of mutual funds, investment operations, wealth management, and financial markets
  • Leadership experience managing teams, vendors, and cross-functional projects
  • Experience in compliance, finance, technology, or business operations is highly valued
  • Excellent communication, organizational, and relationship management skills
  • Entrepreneurial mindset with a desire to make a meaningful impact within a collaborative, growing firm

Nice to have

  • MBA, CFA, CFP®, CIMA, or other advanced credentials
  • Experience with international markets or global investment operations

What we offer

  • Competitive and generous Base Salary
  • Annual bonus
  • Employee equity participation program
  • 401(k) with company match
  • Comprehensive medical, dental, and vision coverage
  • Paid parental leave
  • 20 days PTO plus market holidays
  • Remote work and commuter reimbursement
  • Professional education reimbursement
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