Associate Director of Operations (Partial Remote)NPA WorldWide • San Francisco, California, USA
Associate Director of Operations (Partial Remote)
NPA WorldWide • San Francisco, California, USA
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job_description.job_card.job_descriptionBachelors degree required. 7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers such as Morgan Stanley, Goldman Sachs, First Republic will not qualify.) Proven leadership and management background with at least 2 years of direct team management experience in operations or client service functions. Must reside near San Franciscos Financial District (FiDi) and be available to work on-site at least three days per week. Deep familiarity with custodial platforms such as Schwab and Fidelity (strong plus). Proven success in managing high-performing teams. Experience with performance reporting systems and CRM / workflow software Addepar and Salesforce are highly desirable. Understanding of processes related to private fund investing (hedge funds, private equity, real estate). Manage and train a team of four Client Service professionals. Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently. Coordinate with multiple custodians and external data providers. Review requests from Advisors across multiple offices and allocate resources accordingly. Oversee daily, monthly, quarterly, and annual transactions and operational processes ensuring accuracy, timeliness, and regulatory compliance. Partner with the Director of Operations to refine and implement processes related to client onboarding and maintenance, CRM / workflows, and transaction reconciliation for new and existing investments. Work closely with the Reporting team to deliver accurate and timely client data and transaction information.
Job description :
- Manage and train a team of four Client Service professionals.
- Collaborate closely with the Investment Operations team to ensure all client needs are met efficiently.
- Coordinate with multiple custodians and external data providers.
- Review requests from Advisors across multiple offices and allocate resources accordingly.
- Oversee daily, monthly, quarterly, and annual transactions and operational processes ensuring accuracy, timeliness, and regulatory compliance.
- Partner with the Director of Operations to refine and implement processes related to client onboarding and maintenance, CRM / workflows, and transaction reconciliation for new and existing investments.
- Work closely with the Reporting team to deliver accurate and timely client data and transaction information.
Qualifications :
Why is This a Great Opportunity :
Salary Type : Annual Salary
Salary Min : $ 140000
Salary Max : $ 170000
Currency Type : USD
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