Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Director of Operations | Wealth Management Firm | Mill Valley; Hybrid
Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment.
This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.

Responsibilities

+ Lead the firm's operations and client service functions

+ Develop and improve workflows, processes, and op...