Director of Operations

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ 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.

Qualifications

• 5-10+ years of operations experience within a wealth management, investment advisory, or financial services environment.
• Proven ability to lead and take ownership of operational processes and initiatives.
• Strong attention to detail with exceptional organizational and follow-through skills.
• Excellent written and verbal communication abilities.
• High level of professionalism, integrity, discretion, and client service orientation.
• Proficiency with Microsoft Office Suite.

Preferred Qualifications:

• Experience with custodial and investment operations platforms.
• Familiarity with CRM systems and portfolio reporting software.
• Bachelor's degree in Business, Finance, Accounting, or a related field.
• Exposure to financial planning, investment management, or wealth management concepts.
• Ability to thrive in a collaborative, high-touch client service environment.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.