[Remote] Associate Director of Operations - RIA Client Services (Partial Remote)

Note:The job is a remote job and is open to candidates in USA. Talentsearchpro is an SEC-registered RIA that serves individuals, families, and institutional clients, managing approximately $2.1 billion in assets. The Associate Director of Operations will manage a team of Client Service professionals, collaborate with the Investment Operations team, and oversee various operational processes to ensure client needs are met efficiently and accurately. Responsibilities• 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, Transaction reconciliation for new and existing investments.• Work closely with the Reporting team to deliver accurate and timely client data and transaction information. Skills• Bachelor’s degree required. • 7+ years of experience within a Registered Investment Advisor (RIA) environment. (Experience at banks or broker-dealers will not qualify. (e.g., Morgan Stanley, Goldman Sachs, First Republic)• 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 Francisco’s 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). Benefits• Outstanding benefit packages• Competitive compensation and benefitsCompany Overview• Talent Search Pro, we understand that making the right hire is a critical action that you have to take as an organization.It was founded in undefined, and is headquartered in Oakland, California, US, with a workforce of 2-10 employees. Its website is Apply tot his job