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Operations Manager - Wealth Management

Company

Robert Half Finance & Accounting

Location

San Francisco, CA

Posted

July 03, 2026

Position Overview

Description
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.
Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations Manager. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.

In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.
Key Responsibilities

+ Lead, mentor, and develop a team of Client Service As...

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