Preferred Location:
Open to Relocation:

A Director of Operations/COO at an Independent RIA based in the San Francisco Bay area is seeking to align with a growth oriented RIA. Below please find some high-level details:

  • MBA, has been with her current firm for 6+ years
  • Helped her firm double its AUM while simultaneously decreasing headcount
  • Navigated the transition from Naviplan to eMoney
  • Led transition and implementation from Redtail to Salesforce
  • Brought compliance function in-house
  • Compensation expectations in the 200k+ range

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