RIA Operations Director - Client Services Lead

A financial services company in San Francisco seeks an experienced operations manager to oversee a team and ensure client needs are efficiently met. The role demands expertise in managing high-performing teams and familiarity with custodial platforms like Schwab and Fidelity. Candidates should have a bachelor's degree and at least 7 years of experience within a Registered Investment Advisor (RIA) environment. This position offers competitive compensation and a focus on career advancement within a growing company.
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