Ria operations manager Job at Robert Half (Walnut Creek)

Head of Wealth Management Operations

Savvy is looking for a Head of Wealth Management Operations to design, lead, and...

Location

United States , NYC

Salary:

Not provided

Savvy Wealth

Expiration Date

Until further notice

Requirements

8–12+ years of progressive operations leadership in wealth management
Direct experience in a hybrid RIA + broker-dealer environment (or running operations for both entities)
Deep familiarity with the practical differences between FINRA BD operations and SEC/state RIA operations
Proven record of scaling teams and processes in a high-growth setting
Strong process design chops: you’ve personally rebuilt workflows and reduced cycle time/error rates
Tech-forward operator who has led system implementations and automation projects
Fluent working with Product and Engineering teams
Excellent people leadership and cross-functional communication
Hands-on experience with: Client billing and performance reporting
Custodian administration and integrations (e.g., Schwab, Fidelity, Pershing)

Job Responsibility

Own and evolve the operating model for our wealth management platform across both RIA and broker-dealer entities, including service, supervision support, onboarding, maintenance, trading, and money movement
Foster a culture of innovation, white-glove support, and continuous improvement
Collaborate closely with Engineering, Product, and Advisory teams to drive innovation through all parts of RIA & B-D Operations
Map, redesign, and standardize core workflows including: KYC/AML, suitability, Reg BI and advisory documentation
trading, rebalancing, cash management, and billing feeds
client service requests and lifecycle maintenance
advisor transitions and rep onboarding
client onboarding / ACATs / account opening
Remove friction between channels so advisors and clients experience “one firm,” not two regulatory models
Establish and manage the day-to-day operations of Savvy’s Broker-Dealer, including account opening, transaction processing, supervision, and trade surveillance

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

Advisory Operations Manager

The Advisory Operations Manager will play a foundational role in shaping the ope...

Location

United States , NYC

Salary:

120000.00 - 135000.00 USD / Year

Savvy Wealth

Expiration Date

Until further notice

Requirements

3+ years of experience in Advisory Operations within a Registered Investment Advisory (RIA) firm, with a strong understanding of industry standards and best practices
Hands-on experience with key wealth management platforms and custodians such as Orion, AdvicePay, Schwab, and Fidelity, with the capability to manage and optimize these systems for seamless operations
Strong leadership and communication skills, capable of driving cross-functional collaboration with Product, Compliance, and Advisory teams to implement systematic improvements and solve complex operational challenges
Experience in managing and executing billing processes, with a demonstrated ability to ensure accuracy and efficiency in financial operations
Ability to leverage AI and automation in daily processes and in projects
Proven ability to manage relationships with custodians and third-party vendors, ensuring smooth administration and onboarding of new partners
A proactive mindset with a passion for ownership and accountability, eager to make a meaningful impact on the firm’s growth and operational success
Enthusiasm for working in the fintech space, with a desire to be at the forefront of innovation in wealth management technology
Ability to thrive in a fast-paced, high-pressure environment, managing multiple projects and deadlines effectively while maintaining attention to detail

Job Responsibility

Billing: Manage daily new account billing setup and partner with team lead to manage the monthly billing process, ensuring accuracy and timeliness
Oversight of Reporting Systems: Ensure data integrity and effective management of Savvy’s internal reporting systems
Custodian Relationships: Oversee and maintain relationships with custodians (Schwab, Fidelity, Interactive Brokers), helping drive administrative functions and onboarding new custodians as necessary
Special Projects: Act as the project manager for special initiatives, including advisor transitions and system unlocks
Efficiency Improvements: Drive continuous improvements in operational efficiency, implementing best practices across advisory operations
AI Adoption: Identify opportunities to apply AI and automation within advisory operations to improve process efficiency, data quality, and overall operational effectiveness

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

New

Operations Manager

Our client is a fast-growing wealth management firm known for its collaborative ...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
7+ years of operations/client service experience within an RIA or wealth management firm (NO EXCEPTIONS)
Prior leadership experience managing operations or client service teams
Experience with CRM and portfolio reporting systems (Salesforce, Orion, Redtail, Wealthbox)
Familiarity with custodians such as Schwab, Fidelity, or Pershing
Strong organizational, analytical, and project management skills
Advanced Excel

Job Responsibility

Lead day-to-day operations supporting advisors and client service teams
Improve and scale operational processes across onboarding, reporting, and client service
Manage client onboarding, account administration, and custodial paperwork
Ensure operational compliance and regulatory alignment
Train and mentor a team of operations professionals
Oversee CRM, portfolio reporting, and workflow systems
Partner with leadership to implement automation and technology improvements

What we offer

generous PTO
fully paid employee health benefits
culture that values balance and long-term career growth

Operations Manager

Our client is a fast-growing wealth management firm known for its collaborative ...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
7+ years of operations/client service experience within an RIA or wealth management firm (NO EXCEPTIONS)
Prior leadership experience managing operations or client service teams
Experience with CRM and portfolio reporting systems (Salesforce, Orion, Redtail, Wealthbox)
Familiarity with custodians such as Schwab, Fidelity, or Pershing
Strong organizational, analytical, and project management skills
Advanced Excel

Job Responsibility

Lead day-to-day operations supporting advisors and client service teams
Improve and scale operational processes across onboarding, reporting, and client service
Manage client onboarding, account administration, and custodial paperwork
Ensure operational compliance and regulatory alignment
Train and mentor a team of operations professionals
Oversee CRM, portfolio reporting, and workflow systems
Partner with leadership to implement automation and technology improvements

What we offer

generous PTO
fully paid employee health benefits
culture that values balance and long-term career growth

Operations Manager

Jennifer Fukumae with Robert Half Financial Services is partnering with an estab...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

Medical, Dental, Vision: 100% employer-paid coverage
401K Plan
Holiday Office Closure: All major holidays and Christmas week!
PTO - 3 weeks
Flexible work environment

Client Service Associate

This role is ideal for someone who enjoys being client-facing, detail-oriented, ...

Location

United States , Palo Alto

Salary:

70000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in client service, operations, or associate roles within an RIA or wealth management firm
Familiarity with custodians such as Schwab, Fidelity, Pershing, or TD Ameritrade
Strong organizational skills with exceptional attention to detail
Professional communication style and client-first mindset
Ability to manage multiple priorities in a fast-paced, relationship-driven environment
Series 7 and/or 66 is a plus, but not required

Job Responsibility

Serve as a primary point of contact for clients, delivering a high level of service and responsiveness
Support Financial Advisors with account onboarding, maintenance, and asset transfers
Prepare and process custodial paperwork across platforms such as Schwab, Fidelity, and Pershing
Coordinate client meeting preparation, including reports, performance summaries, and presentation materials
Process daily transactions including wires, ACHs, journals, and account updates
Monitor account activity and follow up on outstanding items to ensure timely resolution
Liaise with custodians and internal teams to resolve operational or client-related inquiries
Maintain accurate client records and documentation in CRM and portfolio management systems
Assist with compliance-related tasks, audits, and regulatory documentation as needed
Identify opportunities to improve client service workflows and operational efficiency

What we offer

bonus
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Enterprise Coverage and Client Management, RIA's - Vice President / Senior Vice President

iCapital is looking to hire a Vice President / Senior Vice President to join the...

Location

United States , New York

Salary:

160000.00 - 225000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years of experience in a technical relationship management capacity
Extensive knowledge of alternatives and/or structured investments is highly preferred
Direct experience working for or with wealth management firms is highly preferred
Experience with SAAS offerings and wealth tech platforms preferred
Excellent organizational skills and attention to detail
Excellent verbal and written communication skills
Able to meet deadlines and work effectively under pressure
Passion for client service and exceeding client expectations
Strategic mindset and able to work independently
Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight

Job Responsibility

Develop & deepen existing relationships with wealth managers
Drive enterprise adoption of our technology platform and infrastructure
Leading strategic planning sessions or onsite meetings with enterprise clients
Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings
Play key role as the primary touchpoint for several strategic wealth management clients
Co-own identifying new revenue streams within existing clients alongside Business Development
Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification
Acting as escalation point for complex operational, platform, or regulatory matters

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Flexibility to work remotely on Friday

Fulltime

Platform Operations

iCapital is seeking an Associate or Assistant Vice President to join the Platfor...

Location

United States , Salt Lake City

Salary:

70000.00 - 130000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

3-7 years of experience in a client-facing role within the finance industry
Bachelor’s degree is required
Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution
Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success
Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support
Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
Able to convey complex concepts clearly and concisely to a diverse audience
High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
Self-starter with a strong sense of ownership

Job Responsibility

Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs
Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities
Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies
Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces
Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution
Meet and exceed service level agreements and performance targets through effective queue management
Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution
Enhance and maintain product documentation and internal resources to support platform users
Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Flexibility to work remotely on Friday

Fulltime

Ria operations manager

Robert Half

Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 21, 2026

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