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© All Rights Reserved. ApplyBlast.com
strittmatterwealth
A financial advisory firm is seeking an Investment Operations Specialist to support client account management, documentation, and record-keeping. The role involves handling account setups, transfers, 401(k) rollovers, and ensuring accurate data entry in the firm's CRM system while providing professional client communication.
Headquarters
Fort Worth, Texas, United States
Company Size
1-10 employees
Founded
2007
Strittmatter 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for strittmatterwealth.
Right around the average for this role