• Operations Manager - Wealth Management Firm

    Robert Half Finance & Accounting (San Mateo, CA)


    Description

    Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in San Mateo.

     

    Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.

    Responsibilities

    + Lead client onboarding for a seamless experience

    + Manage account setups, transfers, and workflows

    + Assist clients with portals and planning tools

    + Prepare proposals, reports, and follow-ups

    + Maintain accurate client records in CRM systems

    + Support operations, compliance, and marketing activities

    + Oversee team tasks, training, payroll, and performance

    + Plan and execute client events, ensuring brand and compliance alignment

    *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

    Requirements

    + 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services background

    + 3+ years of experience leading and mentoring team members

    + Solid understanding of HR operations within a small to midsize firm

    + Outstanding time management, organizational, and communication skills

    + Experience with Microsoft Office and CRM systems (Redtail a big plus!)

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    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.

     

    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.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .