Operations Manager - Wealth Management
R
Robert Half Finance & Accounting
📍 San Francisco, CA, United States
Job Description
Description
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 As...
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 As...