Wealth Advisory Associate Director of Operations Wealth Advisory Associate Director of Operations You must have RIA Operations experience to apply for this role. Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $1.9 billion. We are a small team always looking to improve both the firm's and our individual performance. Our work environment is dynamic and fast-paced.The ideal candidate will have initiative, attention to detail, and an ability to reason/think versus just process . Key responsibilities include: Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met. Assist team in coordinating with multiple custodians and outside data providers. Review requests from Advisors in multiple locations, allocating team resources as needed. Oversee daily/monthly/quarterly/annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met. Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management/workflows, and transaction reconciliation around new and existing investment activities. Work closely with the Reporting team to provide client data and transaction information in a timely fashion. Qualifications: 5+ years of RIA experience Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus) Demonstrated success at managing high-functioning teams Exposure to and experience with performance reporting systems and customer relationship management/workflow software (Addepar and Salesforce are a plus) Experience with the processes involved in private fund investing (hedge funds, private equity, real estate) Highly competitive compensation package Position may lead to an equity stake in the firm after three years of service Full individual healthcare and dental coverage 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation 15 days paid time off (days increase with tenure) and 10 paid holidays We will consider for employment all qualified applicants in compliance with all laws, including San Francisco's Fair Chance Ordinance. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Management and Manufacturing Industries Investment Management Referrals increase your chances of interviewing at Fort Point Capital Partners by 2x Get notified about new Associate Director of Operations jobs in San Francisco, CA . San Francisco, CA $118,000.00-$137,000.00 3 weeks ago South San Francisco, CA $150,000.00-$190,000.00 4 weeks ago Associate Director/Director, Clinical Operations, Autoimmune South San Francisco, CA $180,000.00-$240,000.00 10 months ago Associate Director, Supply Chain Operations Redwood City, CA $185,000.00-$205,000.00 3 days ago Associate Director, Clinical Operations - Oncology (Compound Lead) South San Francisco, CA $191,000.00-$212,000.00 2 weeks ago Foster City, CA $182,070.00-$235,620.00 1 week ago San Francisco, CA $107,768.00-$118,282.00 1 month ago Alameda, CA $146,700.00-$293,300.00 2 weeks ago Associate Director, Employee Experience and People Operations San Francisco, CA $113,118.00-$147,546.00 6 days ago San Francisco, CA $75,000.00-$75,000.00 6 days ago Associate Director, Medical Engagement Operations Millbrae, CA $165,000.00-$180,500.00 2 days ago Associate Vice President, Workplace Experience & Sustainability San Francisco, CA $220,800.00-$245,300.00 6 days ago San Francisco, CA $137,500.00-$261,000.00 2 weeks ago Associate Director, Process Development and Documentation, Clinical Quality Assurance Redwood City, CA $183,300.00-$215,600.00 4 days ago Associate Director, Clinical Programming Alameda, CA $179,500.00-$255,500.00 3 weeks ago Assistant Director - University Revenues and Receivables Associate Director of Institutional Giving San Francisco, CA $76,000.00-$90,000.00 3 weeks ago Associate Director, Revenues and Receivables Oakland, CA $111,932.00-$135,000.00 1 month ago Associate Director of Global Experiences (4545U), Haas School of Business - #78648 Associate Director/Director, Medical Affairs Strategy and Strategic Operations Alameda, CA $146,000.00-$208,500.00 1 week ago Marketing Operations Manager (TEMPORARY) Associate Director, Field Force Analytics & Operations Redwood City, CA $150,300.00-$222,100.00 4 days ago Senior Enterprise Delivery Manager, Migrations San Francisco, CA $140,700.00-$208,400.00 20 hours ago We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr