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Associate Director of Operations (Santa Rosa)
Associate Director of Operations (Santa Rosa)Fort Point Capital Partners • Santa Rosa, CA, US
Associate Director of Operations (Santa Rosa)

Associate Director of Operations (Santa Rosa)

Fort Point Capital Partners • Santa Rosa, CA, US
[job_card.variable_hours_ago]
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  • [job_card.part_time]
[job_card.job_description]

About the Company

Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $2.1 billion.

We are a small team always looking to improve both the firm's and our individual performance. Our work environment is dynamic and fast-paced. The ideal candidate will have initiative, attention to detail, and an ability to reason / think versus just process.

About the Role

As the Associate Director of Operations, you will manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.

Key Responsibilities

  • Assist team in coordinating with multiple custodians and outside data providers.
  • Review requests from Advisors in multiple locations, allocating team resources as needed.
  • Oversee daily / monthly / quarterly / annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
  • Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management / workflows, and transaction reconciliation around new and existing investment activities.
  • Work closely with the Reporting team to provide client data and transaction information in a timely fashion.

Qualifications

  • Bachelors degree
  • 7+ years of RIA experience
  • Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
  • Demonstrated success at managing high-functioning teams
  • Exposure to and experience with performance reporting systems and customer relationship management / workflow software (Addepar and Salesforce are a plus)
  • Experience with the processes involved in private fund investing (hedge funds, private equity, real estate)

    • Pay range and compensation package

  • Highly competitive compensation package
  • Position may lead to an equity stake in the firm after three years of service
  • Full individual healthcare, dental and vision coverage
  • 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation
  • 15 days paid time off (days increase with tenure) and 10 paid holidays
  • Commuter benefits

    • Equal Opportunity Statement

    We will consider for employment all qualified applicants in compliance with all laws, including San Franciscos Fair Chance Ordinance.

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    Director Of Operation • Santa Rosa, CA, US

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