Operations Manager - Wealth Management

For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.

 

Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations Manager. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.

In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.

 

Key Responsibilities

• Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.
• Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.
• Monitor team performance, identify opportunities for process improvement, and implement operational best practices.
• Partner with branch leadership on strategic initiatives, resource planning, and operational execution.
• Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.
• Manage branch workflows, priorities, and operational resources to support business objectives.
• Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.
• Support hiring, onboarding, coaching, and ongoing development of team members.
• Assist with budget oversight and branch operational planning.

Qualifications:

• 3+ years of leadership experience within Wealth Management or Financial Services.
• Previous experience managing or mentoring a client service or operations team.
• Active Series 7 and Series 63 licenses required.
• Strong leadership, communication, and relationship-building skills.
• Executive presence with the ability to communicate effectively with Financial Advisors, C-suite executives, and high-net-worth clients.
• Excellent organizational, time management, and problem-solving abilities.
• Experience improving operational processes and driving team performance.
• Working knowledge of investment operations, brokerage products, and regulatory requirements.
• Proficiency with Microsoft Office Suite and Salesforce.
• Client-first mindset with a commitment to delivering exceptional service.

For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.

Compensation

$110,000.00-$120,000.00 Yearly

About Us

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.

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