What are the responsibilities and job description for the Associate Director of Operations position at CivicMinds, Inc?
Position- Associate Director of Operations
Location- San Francisco, CA
Mode- Hybrid (3:2)
You must have RIA Operations experience to apply for this role.
Key responsibilities include:
- Manage and train a team of four Client Service professionals and collaborate with the Investment Operations team to ensure the needs of clients are met.
- Assist team in coordinating with multiple custodians and outside data providers.
- Review requests from Advisors in multiple locations, allocating team resources as needed.
- Oversee daily/monthly/quarterly/annual transactions and processes, ensuring accuracy and timeliness, and that regulatory requirements are met.
- Assist the Director of Operations in refining and implementing processes to effect all manner of projects and tasks around client onboarding, client maintenance, customer relationship management/workflows, and transaction reconciliation around new and existing investment activities.
- Work closely with the Reporting team to provide client data and transaction information in a timely fashion.
Qualifications:
- Bachelor’s degree
- 5 years of RIA experience
- Deep understanding of custodial platforms (Schwab and Fidelity are a strong plus)
- Demonstrated success at managing high-functioning teams
- Exposure to and experience with performance reporting systems and customer relationship management/workflow software (Addepar and Salesforce are a plus)
- Experience with the processes involved in private fund investing (hedge funds, private equity, real estate)