Wealth Advisory Associate Director of Operations (San Francisco)

Fort Point Capital Partners LLC is a SEC-registered RIA servicing individuals, families, and institutional clients, with assets under management of approximately $1.9 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”.

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:

• 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)

Compensation and Benefits:

• Highly competitive compensation package
• Position may lead to an equity stake in the firm after three years of service
• Full individual healthcare and dental 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

We will consider for employment all qualified applicants in compliance with all laws, including San Francisco’s Fair Chance Ordinance.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management and Manufacturing

Industries

Investment Management