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Robert Half · Finance

Operations Manager

United States, Concord · Job Posted April 12, 2026

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Job Description

Operations Manager role for an established East Bay RIA managing over $4B in AUM to lead a team of talented Client Service Associates.

Job Responsibility

Oversee day-to-day operations supporting advisors and high-net-worth clients
Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability
Streamline, document, and maintain workflows for client service, onboarding, and reporting
Identify and implement process improvements to support the firm’s continued growth
Oversee client onboarding, account administration, and account transfers
Ensure operations adhere to regulatory and internal compliance standards
Manage and optimize CRM, portfolio reporting, and workflow automation systems
Drive system integrations, automation initiatives, and implementation of AI tools where applicable

Requirements

Bachelor’s degree required
7+ years of client service or operations experience within an SEC-registered investment adviser, wealth management firm, or similar environment
Prior team leadership or management experience preferred
Strong project management skills with the ability to manage multiple initiatives simultaneously
Excellent communication, analytical, and organizational skills

What we offer

Medical, Dental, Vision: 100% employer-paid coverage
401(k) Plan
Holiday Office Closures: All major holidays plus Christmas week
3 weeks PTO
Flexible work environment

Robert Half - All Job Offers

Concord

Operations Manager

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