Job Description

Description Jennifer Fukumae at Robert Half is teaming up with a well-established wealth management and investment firm that brings together deep expertise, national scale, and the personalized service of a boutique advisor. They work with individuals, families, and institutions-offering a full suite of financial solutions tailored to each client's goals. They're looking for a Trade Operations Specialist to support a high-performing Private Wealth team-one that works hand-in-hand with venture capital firms and institutional partners like Goldman Sachs and Merrill Lynch. It's a dynamic seat at the table where finance, precision, and client service collide. Trade Operations Specialist - Private Wealth Team / Venture Capital Location: San Francisco; Onsite Requirement Market Hours: 6:30 AM - 3:00 PM Requirements What You'll Do: You'll be the go-to for all things stock distributions, trading, and behind-the-scenes operations. From processing venture fund stock distributions to coordinating with legal counsel and providing white-glove service to top clients-your work keeps the engine running smoothly. + Handle stock distributions from venture funds and support restricted stock settlements from start to finish + Notify clients and stakeholders of distribution details and keep them in the loop with polished communication + Generate reports and track distribution outcomes for VC-backed companies + Process stock sale orders from LPs and coordinate fund transfers, check requests, and address updates + Liaise directly with institutional partners (think Goldman Sachs, Merrill) and occasionally legal counsel for required opinions + Identify, flag, and escalate any operational issues before they become fires + Deliver daily reporting updates and execute money movement transactions with precision + Be the internal operations MVP for a high-touch client experience What You Bring: + Active Series 7/63 or Series 66 license - a must! + 1+ year of trade operations experience, with comfort handling stock settlements and high-volume transactions + 2+ years in a Wealth Management or RIA setting-private wealth experience is a plus + Impeccable attention to detail and accuracy in a fast-paced environment + Strong communicator who's confident engaging with C-level executives and institutional partners + A calm operator who thrives on early starts-this role follows market hours (6:30am-3:00pm) Ready to Level Up Your Ops Game? If you're looking for a fast-moving, client-focused role in a firm that blends innovation with tradition, this is it. Apply today and reach out to Jennifer Fukumae on LinkedIn for priority consideration. Let's get your foot in the door with a top-tier team doing meaningful work in wealth and venture finance. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work,

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