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Associate Director of Operations
Ilocatum
Location : San Francisco, CA, 94102
Job Type : Full Time / Part Time
Salary : $140K-$185K
Date Posted : 1 December 2025
San Francisco, CA
iLocatum
San Francisco, CA
Associate Director of Operations – RIA
Must Haves
About the Opportunity
Join a growing,
Key Responsibilities
Why This Role Stands Out
Compensation & Benefits
Associate Director of Operations – RIALocation:San Francisco, CA (Hybrid – 3 days in office: Monday, Wednesday, Thursday)Compensation:$140,000 – $185,000 per year + Bonus + Potential Equity
Must Haves
- 7+ years of experiencewithin aRegistered Investment Adviser (RIA)environment (non-bank).
- Proven team leadershipexperience managing a small to mid-sized operations or client service team.
- Hands-on experiencewithcustodial platforms, especially
- Charles Schwab (required) and
- Fidelity (strongly preferred).
- Bachelor’s degreerequired.
Familiarity with
CRM and reporting softwaresuch as- Salesforce and
- Addepar a strong plus.
About the Opportunity
Join a growing,independent wealth management firmknown for its innovative, options-enhanced investment strategies and client-first approach. With no private equity ownership and a culture built on transparency, integrity, and collaboration, this is a chance tolead an operations teamthat directly impacts firm-wide efficiency and client service excellence.
You’ll work closely with senior leadership in a dynamic, entrepreneurial environment that values new ideas and long-term growth.
Key Responsibilities
- Lead and mentora team of four client service professionals to ensure operational excellence.
Collaborate with advisors and investment operations to support
- client onboarding, maintenance, and transactions .
Oversee workflows across custodians (
- Schwab, Fidelity ) to ensure accuracy, compliance, and timely execution.
Partner with firm leadership to
refine internal processesand enhance the- client experience .
Coordinate with the reporting team to ensure
- accurate client data and performance reporting .
Contribute to
- process improvement initiatives across CRM, reporting, and private fund operations.
Why This Role Stands Out
- Impact:Directly shape operational strategy and efficiency for a growing, respected RIA.
- Career Growth:Potential forequity ownership after 3 yearsand a clear path to senior leadership.
- Stability:Long-term,independent firmwith no outside investors or PE ownership.
- Culture:Collaborative, transparent, and entrepreneurial—your ideas matter here.
- Balance:Hybrid work model promoting both teamwork and flexibility.
Compensation & Benefits
Competitive salary range of
- $140K–$185K
- ~20% annual bonus potential
- Equity ownership opportunityafter 3 years
Comprehensive benefits including:
Medical, dental, and vision coverage
401(k) with profit sharing
Paid time off
Commuter benefits
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Freqently Asked Questions
In San Francisco, the Associate Director of Operations role embraces a hybrid schedule, typically requiring three days in-office. This balance promotes collaboration while respecting flexibility, reflecting the city's tech-savvy culture and high demand for work-life integration in managerial positions.
San Francisco's vibrant financial and tech sectors create a competitive landscape for operations leadership roles. Candidates with deep experience in RIA environments and proficiency in platforms like Charles Schwab and Salesforce often stand out amidst a crowded field.
Mastery in team leadership, especially managing mid-sized client service teams, combined with hands-on expertise in custodial platforms such as Charles Schwab, is vital. Additionally, strong familiarity with CRM tools like Salesforce and a strategic mindset for process improvement distinguishes successful candidates.
This position often leads to senior leadership roles, such as Director of Operations or VP of Operations. The experience gained in operational strategy, compliance oversight, and team mentorship equips professionals for broader executive responsibilities in wealth management firms.
Daily hurdles include ensuring seamless coordination between custodians like Schwab and Fidelity, maintaining compliance, and managing client onboarding workflows. Balancing team leadership with operational accuracy demands adaptability and proactive problem-solving skills.
Ilocatum fosters transparency and entrepreneurial spirit, empowering the Associate Director to innovate operational processes. The firm’s independence from private equity encourages long-term growth and allows the role to directly impact client service excellence and firm efficiency.
Ilocatum offers a clear advancement trajectory, including potential equity ownership after three years. This unique benefit, combined with a collaborative environment, motivates Associate Directors to drive firm-wide improvements and prepare for senior leadership roles.
The position offers a competitive annual salary between $140,000 and $185,000, complemented by approximately 20% bonus potential. This package aligns with San Francisco’s market rates for senior operations roles in independent wealth management firms.
Proficiency with custodial platforms such as Charles Schwab is crucial, as these tools underpin client transaction management and compliance. In San Francisco’s RIA market, hands-on experience with these systems significantly enhances operational leadership effectiveness.
An Associate Director of Operations typically oversees strategic process improvements and team leadership across client service functions, while an Operations Associate Manager focuses more on day-to-day operational tasks and direct team supervision without broader firm-wide influence.
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