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Portfolio Operations - Wealth Management firm

For more information and consideration please contact Lisa Friedrich at 415 434 1900 or Lisa.Friedrich@roberthalf.com Our client is a well-performing Wealth Management firm with over $1 billion AUM, located in Larkspur. Due to growth, they are looking for a Portfolio Operations Manager to join the team in Larkspur. This person will work closely with the CFO, operational staff, investment managers, traders, technology service providers and custodians to provide back office support, administer core operational systems, support projects and audits and assist in the overall efforts to ensure efficient operational procedures for the firm and clients.
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
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Req ID: 00412-9501528186
Functional Role: Operations Manager/Director/VP
Country: USA
State: CA
City: Larkspur
Postal Code: 94904
Compensation: DOE
Requirements: The ideal candidate has a minimum of 3+ years of operations experience within a RIA/Wealth Management firm.


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