Wealth Management Operations Specialist (Hybrid SF)

CMC Recruiting; San Francisco (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

CMC Recruiting is assisting a San Francisco wealth management firm in hiring a Wealth Management Operations Associate. This hybrid role requires in-office presence in San Francisco 3-4 days per week after training, with a base salary of $65,000-$90,000 and total compensation up to $100,000+.

You will support investment operations and, over time, insurance ops. Start with investment operations, expand into insurance, and become cross-trained across all ops.

Qualifications

• Bachelor's degree required.
• 2-5+ years in wealth management, financial services, or operations.
• Experience with investment operations (account opening, transfers, custodians) preferred.
• Series 7 license preferred, or willingness to obtain shortly after joining.
• CA life license sponsorship within 90 days of probation.
• Highly detail-oriented with strong organizational skills.
• Team-first mindset with ability to collaborate across multiple systems.

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 with advisors and client service team members to ensure a seamless client experience.
• Assist with ad hoc projects and operational improvements as bandwidth allows.

Skills

Detail orientation

Team player

Strong communication

Education

Bachelor's degree

Job description

CMC Recruiting is assisting a San Francisco wealth management firm in hiring a Wealth Management Operations Associate. This hybrid role requires in-office presence in San Francisco 3-4 days per week after training, with a base salary of $65,000-$90,000 and total compensation up to $100,000+.

You will support investment operations and, over time, insurance ops. Start with investment operations, expand into insurance, and become cross-trained across all ops.