A leading financial services firm is seeking a Senior Associate to support growth for its RIA network. This role involves working directly with wealth management firms, driving strategic initiatives for business efficiency, and tracking P&L changes. Ideal candidates possess over 4 years of experience in wealth management and consulting, with strong leadership skills. The position is based in San Francisco, CA, and offers a competitive salary range of $135,000-$150,000 along with bonuses and benefits.
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Strategic Growth Associate • San Francisco, CA, United States