Job Description

Job Description

Job Description

Operations Manager - Stonebridge Financial Group – San Rafael, CA
Full Time – In Office

Who We Are
Stonebridge Financial Group is a boutique, high-end wealth management firm headquartered in San
Rafael, CA. We specialize in working with high-net-worth individuals and families, providing
comprehensive investment management, advanced estate and tax planning strategies, and concierge-
level service. Our firm combines the sophistication of an institutional investment manager with the
personalization of a family office, with a culture built on collaboration, proactive problem-solving, and
an unwavering commitment to our clients’ success.

Position Title:
Operations Manager (Director of Operations - New Business Manager Track)

Position Summary:
The Operations Manager is a pivotal, hands-on leader responsible for ensuring operational excellence
across the firm while driving the new business onboarding process. This is not just a supervisory role —we expect an active participant who rolls up their sleeves, builds and refines systems, and ensures tasks
are executed with accuracy, timeliness, and excellence.
Reporting directly to the COO (and CEO and Department Directors), the Operations Manager will
oversee daily workflows, manage and optimize internal processes, and act as the connective tissue
between advisors, client service associates, and leadership. Success in this role will be measured by a
combination of efficiency, client experience, and the ability to communicate and lead team members
and support and scale the firm’s growth.
Salary commensurate with qualifications and experience.

Key Responsibilities:
 Operational Oversight: Lead and manage all operational processes, including account openings,
transfers, trading workflows, and client service initiatives. Oversee scheduling and tracking of
client reviews for CEO and other advisors, ensuring that all clients are seen regularly and on
schedule.

 New Business Management: Serve as the primary point of contact for new client onboarding,
ensuring seamless execution and a white-glove experience.
 Process Development: Identify inefficiencies, create new workflows, and implement best
practices to improve accuracy, speed, and scalability.
 Collaboration: Partner with the COO, CEO, and department leads to ensure firm-wide initiatives
are executed on time and aligned with strategic goals.
 Culture and Engagement: Model Stonebridge’s values by fostering a culture of ownership,
accountability, and proactive engagement.

Qualifications and Requirements:
 Education and Licensing: Bachelor’s degree in business, Finance, or related field preferred
 Experience: 3+ years in financial services operations, preferably in a wealth management or RIA
environment.
 Technical Skills: Strong proficiency in CRM, custodian platforms, and workflow management
systems.
 Soft Skills: Exceptional management and organizational skills, attention to detail, and the ability
to prioritize and execute in a fast-paced environment.
 Cultural Fit: A proactive doer, collaborative teammate, and process builder who is energized by
firm growth and client success.

Success Metrics and Growth Path:
This role is designed as a proving ground for future advancement. High performers who demonstrate
mastery of operations and cultural alignment will be on track to evolve into a Director of Operations and
New Business Manager role, with expanded leadership responsibilities.

Physical Requirements:
• Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount
of force frequently or constantly to lift, carry, push, pull or otherwise move objects,
including the human body. Sedentary work involves sitting most of the time. Jobs are
sedentary if walking and standing are required only occasionally, and all other sedentary
criteria are met.

• Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than
with whole hand or arm as in handling.
• Talking: Expressing or exchanging ideas by means of the spoken word; those activities where
detailed or important spoken instructions must be conveyed to other workers accurately,
loudly, or quickly.
• Hearing: Perceiving the nature of sounds at normal speaking levels with or without
correction, and having the ability to receive detailed information through oral
communication, and making fine discriminations in sound.
• Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or
fingers.

Blair L Martin (dba Stonebridge Financial Group) provides equal employment opportunities to all applicants and
employees and strictly prohibits any type of harassment or discrimination in regards to race, religion,
age, color, sex, disability status, national origin, genetics, sexual orientation, protected veteran status,
gender expression, gender identity, or any other characteristic protected under federal, state, and/or
local laws.
Consistent with the Americans with Disabilities Act (ADA), it is the policy of the company to provide
reasonable accommodation when requested by a qualified applicant or employee with a disability, unless
such accommodation would cause an undue hardship. The policy regarding requests for reasonable
accommodation applies to all aspects of employment, including the application process.

Small and lively private wealth firm.

Company Description

Small and lively private wealth firm.

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