Wealth Management Firm - Operations Director

Reach out to Michelle Espejo via email or Linked In for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley;
Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.

This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality.

Responsibilities Execute trades across custodian and trading platforms and resolve settlement issues

Maintain and reconcile portfolio, transaction, and cost basis data across systems

Support account setup, data feeds, and reporting platform accuracy

Prepare and distribute quarterly client performance reports

Provide operational support to advisors and assist with ad hoc projects

Help improve and streamline operational processes

For fastest consideration, reach out to Michelle Espejo via email or Linked In.