Wealth Management Ops Specialist (Hybrid, SF)

Claire Myers Consulting; San Francisco (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Claire Myers Consulting is seeking a Wealth Management Operations Associate in San Francisco. This hybrid, full-time role focuses on investment operations with future expansion into insurance operations, SOP creation, and process improvement.

Training period requires in-office presence 3–4 days per week to ensure a seamless client experience. The candidate will support account openings, transfers, and money movements, while coordinating insurance applications and underwriting.

Qualifications

• Bachelor’s degree required.
• 2–5 years of experience in wealth management, financial services, or operations.
• Exposure to investment operations and insurance operations is a plus.

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 cross-functional operational tasks across the team.
• 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.
• Maintain strong organization and follow-through across multiple systems and priorities.

Skills

Detail-oriented

Teamwork

Strong communication

Organizational skills

Education

Bachelor’s degree

Job description

Claire Myers Consulting is seeking a Wealth Management Operations Associate in San Francisco. This hybrid, full-time role focuses on investment operations with future expansion into insurance operations, SOP creation, and process improvement.

Training period requires in-office presence 3–4 days per week to ensure a seamless client experience. The candidate will support account openings, transfers, and money movements, while coordinating insurance applications and underwriting.