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Added 3 days ago
Relationship Manager
Claire Myers Consulting
Mequon, WI
Added 3 days ago
Investment Operations Associate
Claire Myers Consulting
Englewood, CO
Added 3 days ago
Senior Financial Planning Associate
Claire Myers Consulting
United States
Added 4 days ago
Director of Operations (Private Wealth Management)
Claire Myers Consulting
Oak Brook, IL
Added 5 days ago
Chief Operating Officer
Claire Myers Consulting
Chicago, IL
Added 16 days ago
Sr. Wealth Portfolio Manager
Claire Myers Consulting
Madison, WI
Added 16 days ago
Sr. Wealth Management Advisor
Claire Myers Consulting
Leawood, KS
Added 16 days ago
Service Financial Advisor
Claire Myers Consulting
Katy, TX
Added 16 days ago
Service Financial Advisor
Claire Myers Consulting
Charlotte, NC
Added 16 days ago
Service Advisor (Relationship Manager)
Claire Myers Consulting
Seattle, WA
Added 16 days ago
Senior Wealth Advisor
Claire Myers Consulting
Wellesley, MA
Added 16 days ago
Senior Investment Operations Manager
Claire Myers Consulting
Leawood, KS
Added 16 days ago
Senior Financial Planning Specialist (CPA)
Claire Myers Consulting
United States
Added 16 days ago
Senior Financial Planner
Claire Myers Consulting
San Antonio, TX
Added 16 days ago
Nonprofit Associate Director – Client Services
Claire Myers Consulting
San Mateo, CA
Added 16 days ago
Life & Financial Services Advisor- Leads Provided
Claire Myers Consulting
Estero, FL
Added 16 days ago
Lead Financial Advisor
Claire Myers Consulting
San Francisco, CA
Added 16 days ago
Investment Operations Specialist
Claire Myers Consulting
Charlotte, NC
Added 16 days ago
Financial Planning Specialist
Claire Myers Consulting
Hudson, WI
Added 16 days ago
Customer Success Manager
Claire Myers Consulting
Denver, CO
Added 16 days ago
Client Service Manager
Claire Myers Consulting
Larkspur, CA
Added 16 days ago
Client Service & Operations Associate
Claire Myers Consulting
Greenville, SC
Added 16 days ago
Senior Client Service Associate (Wealth Management)
Claire Myers Consulting
Metairie Terrace, LA
Added 16 days ago
Associate Wealth Management Advisor
Claire Myers Consulting
Leawood, KS
Added 16 days ago
Associate Financial Advisor
Claire Myers Consulting
Woburn, MA

Closed listing

Claire Myers Consulting

Wealth Management Operations Associate

San Francisco, CA, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Education: Bachelor’s degree
Experience: 2–5+ years of experience in wealth management, financial services, or operations
Posting language: English

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Original job description

Archived listing. The details below describe a past opening.

Location: San Francisco, CA (Hybrid: 3–4 days in office/ full time in office during training period)

Compensation: Base Salary: $65,000–$90,000 (depending on experience and with total compensation potential at $70,000–$100,000+

Licensing support: Sponsorship for CA Life Insurance License, Series 7 & 63/66 (if not already licensed)

Our client is a collaborative, high-performing wealth management firm with a strong team culture and a shared commitment to delivering exceptional client service. They are seeking a Wealth Management Operations Associate who will play a key role in supporting both investment and insurance operations. This is a highly dynamic, “catch-all” position for someone who enjoys variety, takes pride in getting things right, and wants to be a true team player.

This person will start with a focus on investment operations, expand into insurance operations, and ultimately become cross-trained across all operational functions. There is also an opportunity to help build and refine internal processes, including creating and documenting SOPs.

Key Responsibilities:

Support day-to-day investment operations, including account opening, transfers, money movement, and maintenance
Assist with insurance operations, including application processing, underwriting coordination, and policy tracking
Serve as a go-to resource for operational tasks across the team (“catch-all” support)
Ensure accuracy and timeliness across all transactions and client-related work
Help create, document, and refine standard operating procedures (SOPs)
Partner closely with advisors and client service team members to ensure a seamless client experience
Assist with ad hoc projects and operational improvements as bandwidth allows
Maintain strong organization and follow-through across multiple systems and priorities

Qualifications:

Bachelor's degree required
2–5+ years of experience in wealth management, financial services, or operations
Experience with investment operations (account opening, transfers, custodians, etc.) preferred
Exposure to insurance operations is a plus (or willingness to learn quickly)
Series 7 license preferred, or willingness to obtain shortly after joining
If not licensed, candidate to get the CA life insurance license within the 90 days of probationary period
Highly detail-oriented with strong organizational skills
Team-first mindset with a willingness to jump in wherever needed
Comfortable working across multiple systems and processes
Strong communication skills and ability to collaborate internally
Ability to work in-office in San Francisco 3–4 days per week (after training period)