Reference Number: HRJ7576
Location: San Francisco, California

Judson Group has partnered with a dynamic, fast-growing independent Registered Investment Advisory (RIA) firm in the search for an Operations Manager – Wealth Management. With $1.9B in AUM and a strong reputation for serving affluent individuals, families, and both public and private organizations, this firm is on a mission to scale sustainably — and they’re looking for an experienced operations leader to help guide that growth.

As a key member of the team, you’ll play a central role in shaping the client experience, optimizing workflows, and ensuring operational excellence across teams and systems.

Why You’ll Love This Role:

• Join a firm in growth mode where your leadership directly impacts strategy, efficiency, and client satisfaction.
• Work alongside an experienced, passionate team that values innovation, transparency, and teamwork.
• Your insights will improve the lives of clients and team members alike, optimizing service delivery and driving meaningful change.
• You’ll work across multiple departments and functions, making your mark on everything from tech integrations to client onboarding.

What You’ll Be Doing:

• Lead and mentor a team of four Client Service professionals; ensure operational alignment with the Investment Operations team.
• Serve as a strategic resource and point of coordination across multiple custodians and data providers (e.g., Schwab, Fidelity).
• Oversee the day-to-day, monthly, and annual operations to ensure timeliness, accuracy, and compliance with regulatory standards.
• Collaborate with the Director of Operations to refine, implement, and scale processes across client onboarding, account maintenance, CRM workflows, and reconciliation functions.
• Partner with the Reporting team to ensure accurate, timely delivery of client data and performance reports.
• Monitor team performance, training, and capacity to ensure a high-functioning service culture.
• Evaluate and enhance operational systems and the firm’s tech stack to streamline workflows and increase efficiencies.
• Act as a senior liaison with custodial partners, serving as the escalation point for client and advisor-related issues.
• Maintain and optimize dashboards, KPIs, and internal metrics to assess and improve firm-wide operations.
• Support strategic initiatives including client segmentation, service model refinement, and scalability planning.

What We’re Looking For:

• 7+ years of RIA or wealth management operations experience.
• Bachelor’s degree required.
• Expertise with custodial platforms (Schwab, Fidelity, etc.).
• Deep understanding of CRM and financial planning software (Salesforce and Addepar preferred).
• Exceptional Excel skills and overall Microsoft Office proficiency.
• Proven leadership experience and a track record of building or scaling operational workflows.
• Strategic thinker who can simplify complexity and drive execution.
• Excellent communicator who can lead across teams and collaborate with senior executives.

Compensation & Benefits:

• Competitive base salary + bonus
• Comprehensive benefits package

Reference Number: HRJ7576
Location: San Francisco, California