Director of Operations

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. Director of Operations📍 Mill Valley, CA (Hybrid)🏢 Boutique Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive BenefitsAnisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.Key ResponsibilitiesSupport investment operations, including trade execution, monitoring, and settlement activities.Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.Assist with account onboarding, maintenance, and ongoing administration.Prepare and distribute client reporting and performance-related materials.Provide operational support to advisors and leadership on various projects and initiatives.Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.Collaborate across the organization to deliver a seamless and exceptional client experience.