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Ria operations manager

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Robert Half

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Location:
United States , Walnut Creek

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.

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

Additional Information:

Job Posted:
March 21, 2026

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