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RIA Operations Director — Hybrid, Path to Equity

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Job Juncture
Full Time position
Listed on 2026-01-03
Job specializations:
  • Management
    Wealth Management
Job Description & How to Apply Below
A reputable wealth management firm in San Francisco is looking for a seasoned professional to lead and mentor a client service team. This role requires 7+ years of experience in an RIA and hands-on knowledge of custodial platforms like Schwab. You will optimize processes, enhance operational efficiency, and improve client services while benefiting from competitive compensation and a supportive, transparent culture.

This position offers a unique opportunity for equity ownership and comprehensive benefits, making it a compelling career move.
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