Operations Manager

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.

Responsibilities

• Execute trades across custodian and trading platforms and resolve settlement issues
• Maintain and reconcile portfolio, transaction, and cost basis data across systems
• Support account setup, data feeds, and reporting platform accuracy
• Prepare and distribute quarterly client performance reports
• Provide operational support to advisors and assist with ad hoc projects
• Help improve and streamline operational processes

For 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 skills
• Clear, professional communication skills
• High integrity and a service-oriented mindset
• Proficiency with Microsoft Office
• Experience 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.