Wealth Management Firm - Operations Director

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality.ResponsibilitiesExecute trades across custodian and trading platforms and resolve settlement issuesMaintain and reconcile portfolio, transaction, and cost basis data across systemsSupport account setup, data feeds, and reporting platform accuracyPrepare and distribute quarterly client performance reportsProvide operational support to advisors and assist with ad hoc projectsHelp improve and streamline operational processesFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.