Associate Director of OperationsFort Point Capital Partners • San Francisco, CA, United States
Associate Director of Operations
Fort Point Capital Partners • San Francisco, CA, United States
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- serp_jobs.job_card.full_time
job_description.job_card.job_description7+ 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) 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
Fort Point Capital Partners provided pay range
This range is provided by Fort Point Capital Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$140,000.00 / yr - $175,000.00 / yr
Additional compensation types
Annual Bonus
Direct message the job poster from Fort Point Capital Partners
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
Pay range and compensation package
Equal Opportunity Statement
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
Finance
Industries
Investment Management and Financial Services
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