[Remote] Associate Director of Operations - RIA reputed company Services (Partial Remote)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an SEC-registered RIA that serves individuals, families, and institutional clients, managing approximately $2.1 billion in assets. The Associate Director of Operations will manage reputed company of reputed company Service professionals, collaborate with the Investment Operations team, and reputed company various operational processes to ensure reputed company needs are met reputed company and accurately. Responsibilities • Manage and train reputed company of four reputed company Service professionals. • Collaborate closely with the Investment Operations team to ensure reputed company reputed company needs are met reputed company. • Coordinate with multiple custodians and external data providers. • Review requests from Advisors across multiple offices and reputed company resources accordingly. • reputed company 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 reputed company to: reputed company reputed company and maintenance, CRM/workflows, Transaction reconciliation for new and existing investments. • Work closely with the Reporting team to deliver accurate and reputed company reputed company data and transaction information. Skills • Bachelor’s degree required. • 7+ years of experience reputed company a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers will not qualify. (e.g., reputed company, reputed company, First reputed company) • Proven leadership and management background with at least 2 years of reputed company team management experience in operations or reputed company service functions. • Must reputed company near San Francisco’s 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 reputed company (strong plus). • Proven reputed company in managing high-performing teams. • Experience with performance reporting systems and CRM/workflow software — reputed company and reputed company are highly desirable. • Understanding of processes reputed company to private fund reputed company (hedge funds, private equity, reputed company estate). Benefits • Outstanding benefit packages • Competitive compensation and benefits reputed company • reputed company, we understand that making the right hire is a critical reputed company that you have to take as an organization. It was founded in reputed company, and is headquartered in Oakland, California, US, with a workforce of 2-10 employees. Its website is http://reputed company.com/. Apply tot his job Apply To this Job