Director of Operations
Listed on 2026-11-01
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Finance & Banking
Director Of Operations
Mill Valley, CA (Hybrid)
Boutique Wealth Management Firm
Competitive Base + Bonus + Comprehensive Benefits
Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director Of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism.
With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.
The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.
Key Responsibilities
- Support investment operations, including trade execution, monitoring, and settlement activities.
- Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.
- Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.
- Assist with account onboarding, maintenance, and ongoing administration.
- Prepare and distribute client reporting and performance-related materials.
- Provide operational support to advisors and leadership on various projects and initiatives.
- Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.
- Collaborate across the organization to deliver a seamless and exceptional client experience.
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