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Description

Associate Director of Operations

Industry: Financial Services / Wealth Management

A well-established, SEC-registered investment advisory firm with approximately $1.9 billion in assets under management is seeking an experienced and strategic Associate Director of Operations to join its high-performing team. This is a dynamic leadership role focused on optimizing client service operations and supporting investment activities across a sophisticated client base.

Position Overview

The Associate Director of Operations will manage a team of client service professionals and collaborate closely with investment operations, reporting, and advisory teams. This role is ideal for a seasoned professional with deep RIA experience, strong custodial knowledge, and a passion for process improvement and team leadership.

Key Responsibilities

+ Lead and mentor a team of four client service professionals

+ Coordinate with custodians and external data providers to ensure seamless operations

+ Allocate team resources across multiple advisor locations

+ Oversee daily, monthly, quarterly, and annual transactions and ensure regulatory compliance

+ Refine and implement processes for client onboarding, maintenance, CRM workflows, and investment reconciliation

+ Collaborate with the reporting team to deliver timely and accurate client data

Compensation & Benefits

+ Highly competitive compensation package

+ Potential for equity stake after three years of service

+ Full healthcare and dental coverage for individuals

+ 401(k) participation with profit-sharing contributions up to 5% of total compensation (after one year)

+ 15 days paid time off (increases with tenure) + 10 paid holidays

+ Gym membership stipend

+ Commuter benefits

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Qualifications

+ Bachelor’s degree

+ 7+ years of experience in a Registered Investment Advisor (RIA) environment

+ Strong understanding of custodial platforms (Schwab and Fidelity preferred)

+ Proven success managing high-functioning teams

+ Experience with performance reporting systems and CRM/workflow tools (Addepar and Salesforce a plus)

+ Familiarity with private fund investing (hedge funds, private equity, real estate)

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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