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Wealth Management

RIA Operations Director - Client Services Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Talent Search PRO
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services company in San Francisco seeks an experienced operations manager to oversee a team and ensure client needs are efficiently met. The role demands expertise in managing high-performing teams and familiarity with custodial platforms like Schwab and Fidelity. Candidates should have a bachelor's degree and at least 7 years of experience within a Registered Investment Advisor (RIA) environment.

This position offers competitive compensation and a focus on career advancement within a growing company.
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