Associate, Wealth Management
$95,000–$115,000 year
Hybrid · Foster City, California, United States
Job Summary
The Associate will support Partners and the team with operational functions including money movement (wire and journals), account creation and maintenance, ad hoc project management, portfolio performance updates, and database management. The role involves communicating with clients regarding transactions (asset transfers and account opening procedures), participating in educational sessions to expand knowledge of markets and the business, and ensuring adherence to compliance standards and client privacy. Opportunity for upward mobility within the firm is highlighted, with a pathway from Associate to senior roles and potential transition to client-facing leadership positions. A Bachelor’s degree is required and 1-2+ years of relevant experience is preferred; Salesforce experience is a plus. Compensation ranges between $95,000 and $115,000 (base plus bonus). The role is hinted as hybrid and based in Foster City, California. LI-Hybrid.
Required Qualifications
- Bachelor’s degree is required
- 1-2+ years of relevant work or internship experience preferred
- Experience with Salesforce is a plus
- Exceptional verbal and written communications skills
- Good relationship-building skills both inside and outside of the organization
- Ability to work in a fast-paced, high-volume, high-pressure environment
- “No task is too small” mentality
Desired Qualifications
- Bachelor’s degree is required
- 1-2+ years of relevant work or internship experience preferred
- Experience with Salesforce is a plus
- Exceptional verbal and written communications skills
- Good relationship-building skills both inside and outside of the organization
- Ability to work in a fast-paced, high-volume, high-pressure environment
- “No task is too small” mentality
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