Wealth Management Operations Specialist; Hybrid SF
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Regulatory Compliance Specialist, Financial Services
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.
The Wealth Management Operations Specialist (Hybrid SF) role at CMC Recruiting is now open for applications in San Francisco, CA, United States.
The position is based in San Francisco, CA, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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