Robert Half

Compensation

Full Description

Ready to Take the Next Step? Let’s Connect!If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!Associate Director of OperationAbout the FirmA well‑established, boutique wealth advisory firm with approximately $2B in assets under management is seeking an Associate Director of Operations to join its leadership team. The firm supports individuals, families, and institutional clients, and is known for its collaborative, high‑performing, and close‑knit culture.Team members thrive in a dynamic environment where curiosity, ownership, and continuous improvement are valued. This is an excellent opportunity for someone who wants to lead operational excellence while partnering closely with advisors, clients, and internal teams.About the RoleThe Associate Director of Operations will oversee a team responsible for Client Service, Operations, and Trading. This individual will ensure seamless execution of daily workflows, adherence to regulatory requirements, and delivery of exceptional service.The role is ideal for an experienced operational leader who is comfortable managing teams, refining processes, and supporting a fast-paced wealth management environment.Key ResponsibilitiesManage a team of five professionals across Client Service, Operations, and TradingOversee daily, monthly, quarterly, and annual transactions and operational processesEnsure accuracy, timeliness, and compliance with regulatory standardsCoordinate with multiple custodians and external data providersWhat the Firm OffersOpportunities for internal mobility and long-term career growthFully paid healthcarePaid lunches when in the office$150/month gym stipendOption to join the firm’s cell phone plan401(k) participation after one year, with 3–5% employer contributionCollaborative, supportive, and family‑oriented culture