Careers at Masis Staffing Solutions

Wealth Advisory Associate Director of Operations

San Francisco, CA

Our client is a SEC-registered RIA firm servicing individuals, families, and institutional clients. The ideal candidate will have attention to detail, with goals to help grow the firm for the future.

Wealth Advisory Associate Director of Operations Responsibilities:

• Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
• Assist team in coordinating with multiple custodians and outside data providers.
• Review requests from Advisors in multiple locations, allocating team resources as needed.
• Oversee daily/monthly/quarterly/annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.

Wealth Advisory Associate Director of Operations Requirements:

• Bachelor’s degree
• 5+ years of RIA experience
• Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
• Demonstrated success at managing high-functioning teams
• Exposure to and experience with performance reporting systems and customer relationship management/workflow software (Addepar and Salesforce are a plus)

Wealth Advisory Associate Director of Operations Compensation:

• Highly competitive compensation package
• Position may lead to an equity stake in the firm after three years of service
• Full individual healthcare and dental coverage
• 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation
• 15 days paid time off (days increase with tenure) and 10 paid holidays