Operations Manager - Client Service Wealth Management

Operations Manager - $4B+ East Bay RIAJennifer Fukumae with Robert Half's Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.

This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.

ResponsibilitiesOversee day-to-day operations supporting advisors and high-net-worth clientsManage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountabilityStreamline, document, and maintain workflows for client service, onboarding, and reportingIdentify and implement process improvements to support the firm's continued growthOversee client onboarding, account administration, and account transfersEnsure operations adhere to regulatory and internal compliance standardsManage and optimize CRM, portfolio reporting, and workflow automation systemsDrive system integrations, automation initiatives, and implementation of AI tools where applicable