Job Description

Pay

$140,000.00 - $185,000.00 per year

Why This Is a Great Opportunity

• Join a growing, independent wealth management firm with longterm stability and no private equity ownership.
• Hybrid schedule (3 days inoffice) promoting both collaboration and worklife balance.
• Lead and mentor a talented operations team while having direct impact on firmwide 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 inoffice (Monday, Wednesday, Thursday) at the firms modern San Francisco office, located within 45 minutes of the Bay Areas 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 wellestablished SECregistered investment adviser providing tailored investment solutions to individuals, family offices, and institutions nationwide. Founded in 2008, they are known for their innovative, optionsenhanced risk management strategies and a clientfirst 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

• Bachelors degree required.
• 7+ years of experience working within an RIA firm (nonbank).
• Proven experience managing a small to midsized team.
• Handson experience with custodial platforms (Schwab required, Fidelity strongly preferred).
• Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus).
• Strong problemsolving, leadership, and organizational skills.

Why Youll Love Working Here

• Opportunity to become a key player in a highperforming, 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.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

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