Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite
Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.

This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth.
Responsibilities

+ Lead day-to-day operations supporting advisors and client service teams

+ Improve and scale operational processes across onboarding, reporting, and client service