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Associate Director of Operations (Partial Remote)
Associate Director of Operations (Partial Remote)NPA WorldWide • San Francisco, California, USA
Associate Director of Operations (Partial Remote)

Associate Director of Operations (Partial Remote)

NPA WorldWide • San Francisco, California, USA
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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 :

  • Bachelors 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).

    • Why is This a Great Opportunity :

  • 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.

    • Salary Type : Annual Salary

    Salary Min : $ 140000

    Salary Max : $ 170000

    Currency Type : USD

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