{"schemaVersion":"jobsearcher.job.v1","id":"22d2fa77fa784e469cdede64","url":"https://jobsearcher.com/jobs/22d2fa77fa784e469cdede64","canonicalUrl":"https://jobsearcher.com/jobs/22d2fa77fa784e469cdede64","title":"Operations Manager","description":"Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.  Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid  Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. ResponsibilitiesExecute trades across custodian and trading platforms and resolve settlement issuesMaintain and reconcile portfolio, transaction, and cost basis data across systemsSupport account setup, data feeds, and reporting platform accuracyPrepare and distribute quarterly client performance reportsProvide operational support to advisors and assist with ad hoc projectsHelp improve and streamline operational processesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.5-10+ years of operations experience in wealth management ideally with Ultra-High-Net-Worth client base.Strong attention to detail and organizational skillsClear, professional communication skillsHigh integrity and a service-oriented mindsetProficiency with Microsoft OfficeExperience with custodians such as Schwab Advisor Center (preferred)Familiarity with CRM or portfolio reporting tools (e.g., Wealthbox, Black Diamond)(preferred)Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.  Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.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.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.","company":"Robert Half","rawCompany":"robert half","city":"Mill Valley","state":"CA","isRemote":false,"isActive":true,"createdAt":"2026-09-12T07:28:44.315Z","occupations":[{"code":"11-1021.00","title":"General and Operations Managers","slug":"general-and-operations-managers"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"},{"code":"11-3031.00","title":"Financial Managers","slug":"financial-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Operations Manager","description":"Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.  Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid  Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. ResponsibilitiesExecute trades across custodian and trading platforms and resolve settlement issuesMaintain and reconcile portfolio, transaction, and cost basis data across systemsSupport account setup, data feeds, and reporting platform accuracyPrepare and distribute quarterly client performance reportsProvide operational support to advisors and assist with ad hoc projectsHelp improve and streamline operational processesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.5-10+ years of operations experience in wealth management ideally with Ultra-High-Net-Worth client base.Strong attention to detail and organizational skillsClear, professional communication skillsHigh integrity and a service-oriented mindsetProficiency with Microsoft OfficeExperience with custodians such as Schwab Advisor Center (preferred)Familiarity with CRM or portfolio reporting tools (e.g., Wealthbox, Black Diamond)(preferred)Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.  Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.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.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. 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