Glassman Wealth Services
Glassman Wealth Services is seeking an Operations Associate to support advisory operations, including money movement, client paperwork, data entry, and ad‑hoc projects such as reporting, billing, and compliance. The role requires strong attention to detail, confidentiality, and the ability to manage multiple priorities in a fast‑paced, client‑focused environment.
Glassman Wealth is a fiduciary wealth management firm with over 25 years of experience serving families through personalized investment management, holistic financial planning, retirement planning, and tax & estate planning. Known for their 'Just One Client' approach, they prioritize deep client relationships and tailored financial strategies. They operate from offices in Vienna, Virginia and Bethesda, Maryland.
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
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Glassman Wealth Services didn’t post a salary, so this is our estimate from similar listings.
7% below the average for this role