Judson Group
Operations Manager - Wealth Management
Judson Group, San Francisco, California, United States, 94199
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. 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. Competitive base salary + bonus Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Banking, and Investment Management Referrals increase your chances of interviewing at Judson Group by 2x Get notified about new Operations Manager jobs in
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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. 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. Competitive base salary + bonus Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Financial Services, Banking, and Investment Management Referrals increase your chances of interviewing at Judson Group by 2x Get notified about new Operations Manager jobs in
San Francisco, CA . Sr. Operations Manager - Distribution Centers
Richmond, CA $105,000.00-$140,000.00 4 days ago San Francisco, CA $96,706.00-$114,289.00 3 weeks ago San Mateo, CA $150,000.00-$185,000.00 2 weeks ago San Francisco, CA $150,000.00-$165,000.00 2 months ago San Francisco, CA $120,000.00-$140,000.00 5 months ago San Francisco, CA $82,300.00-$107,000.00 3 months ago San Francisco, CA $180,000.00-$280,000.00 1 hour ago Redwood City, CA $130,000.00-$200,000.00 5 days ago Client Operations Manager (HR Processes Focus)
San Francisco, CA $100,000.00-$130,000.00 4 days ago Senior Manager, D&I Programs and Operations
San Francisco, CA $132,900.00-$177,200.00 2 weeks ago RV Station Operations Manager -San Francisco/Millbrae (Full Time)
Strategic Operations Manager, Regulatory
San Francisco, CA $106,000.00-$118,000.00 3 days ago Program Manager, Distribution Partnerships
San Bruno, CA $132,000.00-$194,000.00 1 day ago San Francisco, CA $90,000.00-$130,000.00 2 hours ago Senior Manager, Manufacturing Operations
Redwood City, CA $165,000.00-$180,000.00 2 weeks ago Oakland, CA $85,000.00-$105,000.00 1 month ago Associate Operations Manager, Cloudkitchens - San Francisco
San Mateo, CA $133,100.00-$199,700.00 2 weeks ago Regional Manager, Distribution Operations
Oakland, CA $80,000.00-$110,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr