Careers at Masis Staffing Solutions

Associate Director of Operations

September 25, 2025
Direct Hire

Accounting / Finance

Direct Hire
CA
San Francisco

Job ID:68050

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

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