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Operations Manager for Wealth Management Firm

Robert Half • San Carlos, CA • 21h ago

Description

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Job Title: Operations Manager

Location: San Carlos; on-site 5 days

Salary: $120-150k base (DOE)

About the Firm:

We're representing a leading independent wealth management practice known for its commitment to delivering exceptional client service and comprehensive financial solutions. This high-performing firm offers a broad suite of investment and advisory services, including financial planning, retirement accounts, insurance products, and more. They are consistently recognized among the top performers in their space.

Position Overview - Operations Manager:

Our client is seeking an experienced Operations Manager to oversee the daily operations of a fast-paced financial advisory office. This individual will ensure seamless coordination across internal teams, clients, and external partners. The ideal candidate will be proactive, organized, and client-focused-resolving service issues with professionalism and care.

Key Responsibilities:

Manage day-to-day office operations

Optimize workflows and internal processes

Support strategic planning initiatives

Ensure compliance and oversee quality assurance

Oversee select HR and staffing functions

Maintain operational excellence while contributing to the firm's continued growth and top-tier client experience

Requirements

Minimum of 8 years in the financial services industry, preferably within a Registered Investment Advisor (RIA) environment

At least 3 years of experience overseeing and guiding team members

Background in handling human resources duties within a wealth management setting

Strong leadership qualities with a positive mindset, team motivation skills, and a proactive, client-focused approach

Highly organized and detail-oriented with exceptional time management abilities

Capable of managing competing priorities and performing well under pressure and tight deadlines

Skilled in Microsoft Office Suite (Excel, Word, PowerPoint); familiarity with RedTail CRM is a significant advantage

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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