Chief Administrative Officer – RIA industry experience required

Los Angeles, CA

Work Arrangement: Hybrid
2024-02-05

This independent investment advisory firm in LA is looking for a Chief Administrative Officer. You will work with experienced advisors to provide excellent client service to ultra high net worth individuals. This position will manage many areas within the firm’s internal operations and client support and play a key role in the firm’s future direction. Come work with this close-knit firm with a proven track record of nearly 50 years in the LA area!

 

What You’ll Do:

  • Oversee internal operations for a well-established registered investment advisory firm, including investment accounting and client support.
  • Provide above and beyond client service, also, manage other client support associates and developing them professionally.
  • Coordinate externally for any compliance or audit related tasks.
  • Serve as subject matter expert for portfolio management system, ensuring seamless and efficient workflows.
  • Utilize excellent project management to evaluate processes and make improvements continuously. 

 

Who You Are:

  • 10+ years of meaningful experience at an RIA (registered investment advisor) in an investment operations/client support capacity.
  • Highly knowledgeable in financial planning and investment accounting concepts
  • Significant experience working with portfolio management systems such as Addepar, Black Diamond, Tamarac, etc.
  • Experience mentoring and developing other professionals in client support.
  • Excellent project management and communication skills
  • Skilled in MS Office and enterprise software

 

Why work here:

  • High retention: 10+ years with the firm is the norm here for most employees. If you’re looking for a long-term home, this is it!
  • Welcoming Culture: Close-knit team who fosters a supportive environment and will embrace your growth and development in a multitude of ways.
  • Benefits: Medical Insurance premium is 100% covered by them; Dental, 401k, stellar work life balance and great location! 

What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.

The expected range for this role is $180,000 to $260,000 base salary plus a significant bonus. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

If interested, please send your resume to marissa@provenrecruiting.com for careful consideration.

 

We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!

#LI-MD #LI-Hybrid

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