Jobs
>
San Francisco

    Director of Operations - San Francisco, United States - Judson Group

    Judson Group
    Judson Group San Francisco, United States

    6 days ago

    Default job background
    Description
    Judson Group has been retained by a privately-held RIA with $1.5B in AUM in the search for a

    Director of Operations – Wealth Management .

    The firm serves HNW/UHNW individuals as well as institutions as a full-service wealth manager with a number of private fund offerings in-house.

    The firm is looking for someone with prior investment/client service operations experience in an RIA that can be a player/coach in oversight of a small operations team.

    The Director will have oversight of overall operations with direct responsibility for the firm's reporting and CRM systems/processes. Prior experience managing and developing a team is highly valued.

    Responsibilities:
    Responsible for oversight of Operations Manager handling day-to day client operations functions including onboarding, maintenance, billing, reporting, trading operations, and all other client service/operations functions
    Ensure client service/operations teams are appropriately staffed, trained and performing at the highest level
    Collaborate with members of senior management to review workflows and the tech stack to optimize the overall operational workflows and processes of the firm
    Act as the senior liaison on our custodial relationships (Schwab, Fidelity) and serve as the escalation point on client issues, transaction requests, and account opening & closing, among other activities
    Represent the Operations function during senior management meetings
    Support senior management in driving strategic initiatives, including client segmentation and service model refinement to support the growth of the firm in its key business lines
    Work with the Chief Compliance Officer to ensure critical procedures are adhered to, and information security policies are robust

    Requirements:
    Minimum of five years of experience within an RIA; minimum of three years of management/leadership experience
    Deep understanding of custodial offerings and their associated web interfaces (Schwab, Fidelity, etc.)
    Strong proficiency in MS Office, especially Excel. Experience working with CRM and performance reporting applications (Salesforce and Addepar experience a plus). Understanding of custodial trading tools and financial planning software
    Proven ability to implement and manage operational workflows for maximum efficiency and team productivity
    Excellent written and verbal communication skills; ability to interact up, down, and across the organization

    Compensation:
    Significant base salary plus bonus opportunity. Firm pays 100% of employee health insurance premium, cell phone, and gym membership, in addition to other benefits.

    Location:
    San Francisco, California (financial district – two days per week WFH)

    #J-18808-Ljbffr
  • University of California San Francisco

    Assistant Director of Operations

    1 week ago

    University of California San Francisco San Francisco, United States

    Under the general direction of the Executive Director of Finance, Administration and Operations, The Assistant Director of Operations is responsible for the development and implementation of internal practices and systems and will contribute to the development of the organization ...

  • Foursquare

    Director, People Operations

    4 days ago

    Foursquare San Francisco, United States

    **About Foursquare** · Foursquare is the leading independent location technology and data cloud platform, dedicated to building meaningful bridges between digital spaces and physical places. Our proprietary technology unlocks the most accurate, trustworthy location data in the wo ...

  • University of California San Francisco

    Director of Staffing and Operations

    4 days ago

    University of California San Francisco San Francisco, United States

    Responsible for managing the administrative operations of a school, OR a medium to large academic department, OR several small departments within a college, OR a medium to large non-academic department. Typically includes all or most of the following functions: IT, facilities, st ...

  • The New School of San Francisco

    Director of School Site Operations

    6 days ago

    The New School of San Francisco San Francisco, United States

    **WHO WE ARE** · New School San Francisco is a public school currently serving over 400 kindergarten through 8th grade students from all corners of the city and from all backgrounds. We believe in a "hands on minds on" approach to learning that harnesses each student's curiosity ...

  • EVERSANA

    Director of Contact Center Operations, Medical

    1 week ago

    EVERSANA San Francisco, United States

    **Company Description** · At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commerc ...

  • AHMC Healthcare

    Director, Human Resources Operations

    3 days ago

    AHMC Healthcare Daly City, United States

    Overview: · **JOB SUMMARY**: · Director, Human Resources Operations is responsible for leading the development, implementation and evaluation of all Human Resources plans and programs. The incumbent develops and implements human resources strategies and tactics that support the m ...

  • Michigan Association of School Boards

    Director of Facilities and Operations

    2 days ago

    Michigan Association of School Boards Oakland, United States

    **Deadline**:May 31, 2024 · **District/Organization**:Birmingham Public Schools · **Position/Type**:Other, full time · **Salary**:$98,158 - $128,264 · **Position Details**: · Birmingham Public Schools is seeking a Director of Facilities and Operations for the school year. ...

  • Strandberg Engineering

    Director of Operations

    12 hours ago

    Strandberg Engineering San Francisco, United States

    DIRECTOR OF OPERATIONS · Strandberg Engineering is a 24-person structural engineering firm located in the heart of the diverse and lively Mission District of San Francisco. We enjoy working in a collaborative environment, bringing architectural visions to life, and coordinating c ...

  • Gecko Hospitality

    Director of Operations

    1 week ago

    Gecko Hospitality West Valley City, United States

    The primary objective of the Director of Operations would be to oversee and manage the overall day to day operations of the multiple locations within their region. This includes directly overseeing all General Managers along with indirectly overseein Operations, Director, Operati ...

  • GLIDEsf

    Director of Operations

    2 weeks ago

    GLIDEsf San Francisco, United States

    The Director of Operations will oversee the real estate development activities of GLIDE and maintenance of its building infrastructure and facilities. The ideal candidate for this position has expertise in real estate development and facilities operations, staff development, effe ...

  • Judson Group

    Director of Operations

    1 week ago

    Judson Group San Francisco, United States

    Judson Group has been retained by a privately-held RIA with $1.5B in AUM in the search for a Director of Operations – Wealth Management. The firm serves HNW/UHNW individuals as well as institutions as a full-service wealth manager with a number of private fund offerings in-house. ...

  • COREcruitment Ltd

    Director of Operations

    2 weeks ago

    COREcruitment Ltd San Francisco, United States

    Director of Operations - Large Scale Restaurant · Salary: $175,000 - $200,000 · Location: San Francisco, CA · The Company · Our client is a very large scale restaurant group with locations around the US. This is an incredible opportunity for a hospitality obsessed leader that ...

  • San Francisco Department of Public Health

    Director of Operations

    1 week ago

    San Francisco Department of Public Health San Francisco, United States

    Job DescriptionJob Description · FOR CONSIDERATION, YOU MUST APPLY FOR THIS POSITION ON OUR SFDPH CAREERS PAGE · Under the direction of the Director of JHS and/or Deputy Director of JHS, the Director, Operations & Equity, provides the following JHS-wide senior-level management ...

  • r | Reuse

    Director of Operations

    4 days ago

    r | Reuse San Francisco, United States

    Operations Director · Who We Are: · r.World is the award-winning, turnkey, reusable cup system built on r.TurnTM technology. We bring sustainability to music, sports, corporate campuses and other event spaces. Produced and based in the U.S.A. and together with our partners, we're ...

  • Reveal Diagnostics

    Director of Operations

    1 week ago

    Reveal Diagnostics San Francisco, United States

    Company Description · Reveal Guides (a partner with Reveal Diagnostic) is a cutting-edge CAD/CAM medical device company that creates custom surgical splints using 3D cameras, mills, and SLS (laser) 3D printing technology for dental surgeons across the country. We're on the hunt ...

  • Reveal Diagnostics

    Director of Operations

    5 days ago

    Reveal Diagnostics San Francisco, United States

    Company Description · Reveal Guides (a partner with Reveal Diagnostic) is a cutting-edge CAD/CAM medical device company that creates custom surgical splints using 3D cameras, mills, and SLS (laser) 3D printing technology for dental surgeons across the country. We're on the hunt ...

  • Teen Kitchen Project

    Director of Operations

    5 days ago

    Teen Kitchen Project San Francisco, United States

    Director of Operations · Exempt classification: 32 hours per week, Exempt · Salary range: $92,000-$105,000 · Start date: ASAP · Location: Aptos, CA; Soquel, CA; · Reporting to the Executive Director of Teen Kitchen Project, the Director of Operations will lead all internal o ...

  • r | Reuse

    Director of Operations

    1 day ago

    r | Reuse San Francisco, United States

    Operations Director · Who We Are: · r.World is the award-winning, turnkey, reusable cup system built on r.Turn technology. We bring sustainability to music, sports, corporate campuses and other event spaces. Produced and based in the U.S.A. and together with our partners, we're e ...

  • Corecruitment

    Director of Operations

    1 week ago

    Corecruitment San Francisco, United States

    Director of Operations - Large Scale RestaurantSalary: · $175,000 - $200,000Location: · San Francisco, CA · The CompanyOur client is a very large scale restaurant group with locations around the US. This is an incredible opportunity for a hospitality obsessed leader that is cl ...

  • San Francisco Department of Public Health

    Director of Operations

    2 weeks ago

    San Francisco Department of Public Health San Francisco, CA, United States

    Job DescriptionJob Description · FOR CONSIDERATION, YOU MUST APPLY FOR THIS POSITION ON OUR SFDPH CAREERS PAGE · Under the direction of the Director of JHS and/or Deputy Director of JHS, the Director, Operations & Equity, provides the following JHS-wide senior-level management f ...