Advisor Business Solutions
A Director of Operations will oversee daily office operations, back-office workflows, and technology efficiency for a rapidly growing RIA managing over $120 million in assets. This remote role requires a proactive leader to build scalable operational structures, ensure regulatory compliance, and manage relationships with high-net-worth clients and custodians. The position involves collaborating with wealth advisors to enhance process improvements and support significant firm growth.
Headquarters
Long Beach, California, United States
Company Size
1-10 employees
Founded
2001
We specialize in helping financial advisors grow their businesses and prepare for successful transition. Schedule a review today!
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Advisor Business Solutions.
24% below the average for this role