Wealth Management Ops Specialist; Hybrid, SF
Listed on 2026-10-15
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
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.
This role, Wealth Management Ops Specialist (Hybrid, SF) at Claire Myers Consulting, could be your next opportunity.
Learn more about the Wealth Management Ops Specialist (Hybrid, SF) role in the description above.
We appreciate your interest in this position.
Join Claire Myers Consulting and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Ops Specialist (Hybrid, SF) role at Claire Myers Consulting, based in San Francisco, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).