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Description

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

Associate Director of Operations

About the Role:

We are seeking an experienced Associate Director of Operations to lead a client service team and collaborate with investment operations to ensure exceptional service delivery. This role involves managing processes, improving workflows, and supporting complex investment activities in a dynamic, fast-paced environment.

Key Responsibilities:

+ Manage and train a team of client service professionals.

+ Coordinate with custodians and external data providers.

+ Allocate resources and review advisor requests across multiple locations.

+ Oversee daily, monthly, and annual transactions, ensuring accuracy and compliance.

+ Refine and implement processes for client onboarding, maintenance, and transaction reconciliation.

+ Work closely with reporting teams to provide timely client data and transaction details.

Compensation & Benefits:

+ Competitive salary and benefits package.

+ Potential for equity participation after three years.

+ Healthcare and dental coverage.

+ 401(k) with profit-sharing contributions.

+ Paid time off, holidays, and additional perks such as commuter benefits and wellness stipends.

Requirements

Want to know more? 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.

Qualifications:

+ Bachelor’s degree required.

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

+ Strong knowledge of custodial platforms (e.g., Schwab, Fidelity).

+ Proven success managing high-performing teams.

+ Familiarity with performance reporting and CRM/workflow systems (e.g., Addepar, Salesforce).

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

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.

• 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) .