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Wealth Management Financial Services Financial Consultant

Investment Ops Associate - Private Funds & Client Service

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Pathstone
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 95000 USD Yearly USD 85000.00 95000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking an Investment Operations Associate in San Francisco. The role involves managing private fund investments and client relationships while adhering to AML/KYC requirements. Ideal candidates will have 1-3 years of experience in financial services, a bachelor's degree, and a strong commitment to client service and problem-solving in a collaborative environment. Competence in operating under pressure is essential.

The position offers a competitive salary of $85,000 - $95,000 yearly, with eligibility for bonuses.
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Position Requirements
10+ Years work experience
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