[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 benefits Company 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