Fort Point Capital Partners

Compensation

Full Description

About the Company Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $2.1 billion. We are a small team always looking to improve both the firm's and our individual performance. Our work environment is dynamic and fast-paced. The ideal candidate will have initiative, attention to detail, and an ability to reason/think versus “just process”. About the Role As the Associate Director of Operations, you will 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. Key Responsibilities • 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 • 7+ 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) Pay range and compensation package • Highly competitive compensation package • Position may lead to an equity stake in the firm after three years of service • Full individual healthcare, dental and vision coverage • 401(k) participation (after one year of service) including generous profit-sharing contributions equal to up to 5% of total compensation • 15 days paid time off (days increase with tenure) and 10 paid holidays • Commuter benefits Equal Opportunity Statement We will consider for employment all qualified applicants in compliance with all laws, including San Francisco’s Fair Chance Ordinance.