Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Operations Manager Employment Type: Full-Time Location: San Carlos (Hybrid) Salary: $125-150k base + bonus A growing and client-focused wealth management firm in San Carlos, CA is seeking a seasoned Operations Manager to lead daily operations and team development. This role is ideal for someone with a strong background in financial services operations, team leadership, and HR responsibilities within a Registered Investment Advisor (RIA) environment. Key Responsibilities Client Service & Operational Efficiency + Oversee new client onboarding, financial planning workflows, and account openings + Ensure seamless account transfers and maintain proactive client communication + Manage document delivery preferences, beneficiary/trusted contact updates, and system access + Coordinate pre- and post-meeting tasks such as proposals, paperwork, and follow-up actions + Maintain accurate client records and ensure compliance with documentation protocols Team Leadership & HR Oversight + Supervise and mentor operational staff, providing training on systems and procedures + Lead performance evaluations and contribute to hiring and onboarding efforts + Manage payroll, benefits administration, and HR policy compliance + Foster a collaborative and high-performance team culture Business Operations & Compliance + Maintain and improve operational procedures, checklists, and internal systems + Monitor custodial alerts and handle client service-related escalations + Ensure adherence to compliance policies and support audit readiness + Coordinate marketing campaigns, maintain content for digital platforms, and support client events Client Engagement & Event Planning + Support the planning and execution of client appreciation events + Manage logistics including venue coordination, guest communication, and materials approval + Deliver high-touch service during client-facing events and firm initiatives Requirements + 8+ years of experience in financial services, preferably in a Registered Investment Advisor (RIA) setting + 3+ years of experience managing a team, with a demonstrated ability to lead and develop others + Direct experience managing HR functions within a wealth management or advisory firm + Strong organizational and communication skills, with a client-first mindset + Familiarity with platforms such as Redtail, ClientWorks, and financial planning tools is a plus Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .