Investment Operations Specialist
strittmatterwealth
About this role
An Investment Operations Specialist at a financial advisory firm supports client operations by managing account processes, documentation, and records to ensure a smooth client experience.
Skills
About strittmatterwealth
strittmatterwealth.comStrittmatter Wealth Management Group is a wealth management and financial planning firm that helps clients by taking a holistic view of their finances. They start by looking at the client’s entire financial picture and then place the right pieces in place to work toward individual goals. The firm provides comprehensive guidance for individuals and families across retirement planning, saving, investing, and ongoing wealth management decisions. Their approach emphasizes personalized, proactive planning to keep a financial strategy aligned with changing needs and circumstances.
About strittmatterwealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for strittmatterwealth.
Salary
$89k – $131k
per year
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