Wealth Management Operations Associate - Hybrid SF

CMC Recruiting; San Francisco (CA); Hybrid; USD 65,000 - 100,000; Full time

Job summary

CMC Recruiting in San Francisco is seeking a Wealth Management Operations Associate to support both investment and insurance operations. The role blends account openings, transfers, and money movement with insurance processing and policy tracking.

The successful candidate will work in a collaborative, high-performing environment, start with investment operations, and expand into insurance. Hybrid work requires in-office presence 3-4 days per week after training, with sponsorship/licensing

Qualifications

• Bachelor's degree required.
• 2-5+ years of experience in wealth management, financial services, or operations.
• Experience with investment operations preferred.
• 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.

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

Skills

Detail-oriented

Team oriented

Strong communication

Education

Bachelor's degree

Job description

CMC Recruiting in San Francisco is seeking a Wealth Management Operations Associate to support both investment and insurance operations. The role blends account openings, transfers, and money movement with insurance processing and policy tracking.

The successful candidate will work in a collaborative, high-performing environment, start with investment operations, and expand into insurance. Hybrid work requires in-office presence 3-4 days per week after training, with sponsorship/licensing