OperaGroup
The Private Client Manager role involves managing client relationships for retention and development, providing technical support and training to the administration team, and overseeing day-to-day trust and company administration. The position requires identifying new business opportunities, ensuring compliance with regulatory requirements, and acting as a signatory for client matters. This role demands strong communication skills, practical experience in the financial services industry, and STEP qualification or relevant fiduciary administration experience.
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 OperaGroup.
OperaGroup didn’t post a salary, so this is our estimate from similar listings.
20% below the average for this role
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