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Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience.
Job Responsibility:
Manage day-to-day operations supporting advisors and clients
Streamline, document, and maintain workflows for client service, onboarding, and reporting
Identify and implement process improvements to support firm growth
Oversee client onboarding, account administration, and transfers
Ensure compliance with regulatory and internal standards
Foster a culture of accuracy, efficiency, and proactive problem-solving
Train, mentor, and hold the operations team accountable
Oversee CRM, portfolio reporting, and workflow automation platforms
Improve system integration, automation, and implement AI tools where applicable
Requirements:
Bachelor’s degree
7+ years in client service or operations within an SEC-registered adviser or similar
Strong project management with ability to manage multiple initiatives
Excellent communication, analytical, and organizational skills