Why This Is a Great Opportunity

• Join a growing, independent wealth management firm with long-term stability and no private equity ownership.
• Hybrid schedule (3 days in-office) promoting both collaboration and work-life balance.
• Lead and mentor a talented operations team while having direct impact on firm-wide efficiency and client service.
• Competitive compensation with strong bonus potential and a path to equity ownership.
• Work directly with senior leadership in a transparent, entrepreneurial culture where your ideas matter.

Location

Hybrid schedule – three days in-office (Monday, Wednesday, Thursday) at the firm’s modern San Francisco office, located within 45 minutes of the Bay Area’s major hubs.

Note

Applicants must have at least 7+ years of experience at an RIA (Registered Investment Adviser) and experience managing a team within an RIA setting. Familiarity with custodians such as Charles Schwab and Fidelity is required.

About Our Client

Our client is a well-established SEC-registered investment adviser providing tailored investment solutions to individuals, family offices, and institutions nationwide. Founded in 2008, they are known for their innovative, options-enhanced risk management strategies and a client-first approach that emphasizes transparency, performance, and trust. With offices in San Francisco, Los Angeles, and New York, they continue to grow steadily while maintaining an entrepreneurial culture.

Job Description

• Manage and mentor a team of four client service professionals to ensure operational excellence.
• Collaborate closely with advisors and investment operations to support client onboarding, maintenance, and ongoing transactions.
• Oversee workflows across custodians (Schwab, Fidelity) to ensure accuracy, compliance, and timely execution.
• Partner with leadership to refine internal processes and improve client experience.
• Work alongside the reporting team to deliver accurate client data and performance information.
• Support process improvement projects related to CRM, reporting, and private fund investment operations.

Qualifications

• Bachelor’s degree required.
• 7+ years of experience working within an RIA firm (non-bank).
• Proven experience managing a small to mid-sized team.
• Hands-on experience with custodial platforms (Schwab required, Fidelity strongly preferred).
• Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus).
• Strong problem-solving, leadership, and organizational skills.

Why You’ll Love Working Here

• Opportunity to become a key player in a high-performing, collaborative team.
• Competitive compensation, strong annual bonus potential (~20%), and potential for equity ownership after 3 years.
• Comprehensive benefits: full healthcare, dental, vision, 401(k) with profit sharing, and commuter benefits.
• Work with a transparent leadership team that values autonomy, integrity, and operational excellence.

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