Operations Manager

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. Branch Operations Manager📍 San Francisco, CA (On-Site)🏢 Respected Wealth Management Firm💰 Competitive Base + Bonus A well-established and highly respected wealth management and financial services firm is seeking an experienced Operations Manager to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.Key ResponsibilitiesLead, mentor, and develop a team of Client Service AssociatesOversee day-to-day branch and operational activitiesDrive process improvements and workflow efficienciesPartner with leadership on resource planning and operational strategyMonitor team performance and support employee developmentEnsure compliance with industry regulations and firm policiesManage operational budgets and resource allocationDeliver an exceptional client experience through operational excellenceSupport hiring, onboarding, training, and talent development initiativesCollaborate with advisors, operations teams, and key internal stakeholdersFor fastest consideration, reach out to Anisa Henry via email or LinkedIn.