Talent.com
Associate Director of Operations (Partial Remote)
Associate Director of Operations (Partial Remote)NPA WorldWide • San Francisco, California, USA
Associate Director of Operations (Partial Remote)

Associate Director of Operations (Partial Remote)

NPA WorldWide • San Francisco, California, USA
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.permanent]
  • [filters.remote]
[job_card.job_description]

Job description :

  • Manage and train a team of four Client Service professionals.
  • Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently.
  • Coordinate with multiple custodians and external data providers.
  • Review requests from Advisors across multiple offices and allocate resources accordingly.
  • Oversee daily, monthly, quarterly, and annual transactions and operational processes ensuring accuracy, timeliness, and regulatory compliance.
  • Partner with the Director of Operations to refine and implement processes related to client onboarding and maintenance, CRM / workflows, and transaction reconciliation for new and existing investments.
  • Work closely with the Reporting team to deliver accurate and timely client data and transaction information.

Qualifications :

  • Bachelors degree required.
  • 7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers such as Morgan Stanley, Goldman Sachs, First Republic will not qualify.)
  • Proven leadership and management background with at least 2 years of direct team management experience in operations or client service functions.
  • Must reside near San Franciscos Financial District (FiDi) and be available to work on-site at least three days per week.
  • Deep familiarity with custodial platforms such as Schwab and Fidelity (strong plus).
  • Proven success in managing high-performing teams.
  • Experience with performance reporting systems and CRM / workflow software Addepar and Salesforce are highly desirable.
  • Understanding of processes related to private fund investing (hedge funds, private equity, real estate).

    • Why is This a Great Opportunity :

  • Manage and train a team of four Client Service professionals.
  • Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently.
  • Coordinate with multiple custodians and external data providers.
  • Review requests from Advisors across multiple offices and allocate resources accordingly.
  • Oversee daily, monthly, quarterly, and annual transactions and operational processes ensuring accuracy, timeliness, and regulatory compliance.
  • Partner with the Director of Operations to refine and implement processes related to client onboarding and maintenance, CRM / workflows, and transaction reconciliation for new and existing investments.
  • Work closely with the Reporting team to deliver accurate and timely client data and transaction information.

    • Salary Type : Annual Salary

    Salary Min : $ 140000

    Salary Max : $ 170000

    Currency Type : USD

    [job_alerts.create_a_job]

    Associate Director Of • San Francisco, California, USA

    [internal_linking.similar_jobs]
    Director of Operations

    Director of Operations

    HEI Hotels • San Francisco, CA, United States
    [job_card.full_time]
    As a member of the Executive Committee for the property, the Director of Operations is expected to help create and execute the financial objectives of the hotel. Create personalized experiences for ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations - RIA

    Associate Director of Operations - RIA

    Orion Placement • San Francisco, CA, US
    [job_card.full_time]
    Why This Is a Great Opportunity.Join a growing, independent wealth management firm with long-term stability and no private equity ownership. Hybrid schedule (3 days in-office) promoting both collabo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director, Medical Writing

    Associate Director, Medical Writing

    Jazz Pharmaceuticals • Menlo Park, California, USA
    [job_card.full_time]
    If you are a current Jazz employee please apply via the Internal Career site.Jazz Pharmaceuticals is a global biopharma company whose purpose is to innovate to transform the lives of patients and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Pharmacovigilance Operations

    Associate Director, Pharmacovigilance Operations

    Summit Therapeutics Sub • Menlo Park, California, USA
    [job_card.full_time]
    At Summit we believe in building a team of world class professionals who are passionate about this mission and it is our people who drive this mission to reality. Summits core values include integri...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of Operations

    Director of Operations

    Thehotelatavalon • San Francisco, CA, United States
    [job_card.full_time]
    As a member of the Executive Committee for the property, the Director of Operations is expected to help create and execute the financial objectives of the hotel. Create personalized experiences for ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Customer Operations

    Director of Customer Operations

    Crusoe • San Francisco, CA, US
    [job_card.full_time]
    Crusoe's mission is to accelerate the abundance of energy and intelligence.We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrif...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Revenue Operations

    Director, Revenue Operations

    OpenSpace • San Francisco, CA, US
    [job_card.full_time]
    The Director of Revenue Operations plays a critical role in operationalizing the GTM strategy set by RevOps leadership.This role ensures that core functions like Sales Ops, Enablement, and Deal Des...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations (Partial Remote)

    Associate Director of Operations (Partial Remote)

    NPAworldwide • San Francisco, CA, United States
    [filters.remote]
    [job_card.full_time]
    Associate Director of Operations (Partial Remote).Associate Director of Operations (Partial Remote).Manage and train a team of four Client Service professionals. Collaborate closely with the Investm...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director / Director, Strategy & Operations AI Initiatives

    Associate Director / Director, Strategy & Operations AI Initiatives

    BridgeBio Pharma • San Francisco, CA, US
    [job_card.full_time]
    Associate Director / Director, Strategy & Operations Ai Initiatives.When was the last time you achieved the impossible? If that thought feels overwhelming, you might want to pause here, but if it sp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Operations (San Carlos)

    Director of Operations (San Carlos)

    Backal Hospitality Group • San Carlos, CA, United States
    [job_card.full_time]
    The Backal Hospitality Group is seeking a motivated individual to join our team of hospitality professionals as Director of Operations for new locations located in San Carlos, California.This posit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Channel Partner Operations (Remote)

    Director, Channel Partner Operations (Remote)

    Capital One • San Francisco, California, United States
    [filters.remote]
    [job_card.full_time]
    A leading financial services company is seeking a Director of Channel Partner Operations to enhance their operational framework for strategic partnerships. This role demands a strategic operations e...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Director of Operations

    Director of Operations

    Janie and Jack LLC • San Francisco, CA, US
    [job_card.full_time]
    At Janie and Jack, these principles inspire everything we do.We set ourselves apart with outstanding quality and meticulous attention to detail - from our collections and customer care to the excep...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Operations

    Director of Operations

    EPIP • San Francisco, CA, United States
    [job_card.full_time]
    The Director of Operations leads the operations function at the Pisces Foundation, ensuring excellence and effectiveness across grants management, accounting, HR, legal, and governance to support t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations - RIA

    Associate Director of Operations - RIA

    Tom Trese • San Francisco, CA, United States
    [job_card.full_time]
    Why This Is a Great Opportunity.Join a growing, independent wealth management firm with long-term stability and no private equity ownership. Hybrid schedule (3 days in-office) promoting both collabo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, IT Operations

    Associate Director, IT Operations

    The Rockridge Group • Emeryville, CA, US
    [job_card.full_time]
    Emeryville, CAPOSITION : Full time.Client X is seeking an IT Services Leader to work within a team entrusted with formulating long-term ITSM strategy & governance framework for the organization....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations - RIA

    Associate Director of Operations - RIA

    International Staffing Consultants • San Francisco, CA, US
    [job_card.full_time]
    Great Opportunity In Wealth Management.Why This Is a Great Opportunity.Join a growing, independent wealth management firm with long-term stability and no private equity ownership.Hybrid schedule (3...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Broker Services - US Based Remote

    Director, Broker Services - US Based Remote

    San Francisco Staffing • San Francisco, CA, US
    [filters.remote]
    [job_card.full_time]
    The Director of Broker Services will report to the National Vice President.This individual will support the efforts of the field leadership team and the Growth Consultants in the field, serving as ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Director of Operations - RIA Client Services (Partial Remote)

    Associate Director of Operations - RIA Client Services (Partial Remote)

    Talent Search PRO • San Francisco, CA, US
    [filters.remote]
    [job_card.full_time]
    SEC-registered RIA serving individuals, families, and institutional clients, with approximately $2.Small, high-performing team with a focus on continuous improvement—both at the firm and indi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]