Wealth Management Associate & Operations Lead

Job Description

Full-Time | RemoteWorking Hours: 4:00 AM - 12:00 PM Nepal Time (Monday-Friday)About True Root Financial

True Root Financial is a fee-only fiduciary wealth management firm based in San Francisco, California. We help successful technology professionals, executives, and entrepreneurs make smart decisions around investing, taxes, equity compensation, retirement, and long-term wealth planning.

We are seeking a highly capable Wealth Management Operations Lead to become a key member of our team.

This is a long-term career opportunity for someone who enjoys ownership, accountability, problem-solving, client service, and continuous learning.

This is not an entry-level position and is not an administrative assistant role. We are looking for someone who can take ownership of important responsibilities, improve processes, solve problems independently, and become a trusted partner to the founder.

The Opportunity

Initially, this role will focus on client service, operations, onboarding, and workflow management.

Over time, the role will expand into:

• Financial planning support
• Client meeting preparation
• Prospect analysis and proposal preparation
• Investment presentation preparation
• Process improvement and documentation
• Business operations
• Project management

The right candidate will eventually become one of the most important members of the firm.

Responsibilities Client Service & Operations

• Manage client onboarding and account opening processes
• Coordinate account transfers and paperwork
• Track and follow up on outstanding client requests
• Coordinate with custodians and service providers
• Maintain CRM records and client data
• Ensure operational tasks are completed accurately and on time
• Create and improve operational workflows

Financial Planning Support

• Organize client financial information and documents
• Assist in preparing financial planning deliverables
• Prepare client meeting materials and review books
• Support investment and portfolio reporting
• Prepare follow-up action items after meetings

Prospect & Business Support

• Assist with proposal preparation
• Create prospect presentations and meeting materials
• Support business development initiatives
• Track prospect follow-up activities
• Help improve internal systems and processes

Required Qualifications

• 2-3+ years of professional experience in operations, client service, customer success, project management, account management, onboarding, or a related role
• Experience working with U.S. or other international clients
• Excellent written and verbal English communication skills
• Exceptional attention to detail
• Strong organizational and follow-through skills
• Strong problem-solving ability
• Ability to work independently with minimal supervision
• Reliable internet connection and dedicated workspace

The ideal candidate:

• Takes ownership rather than waiting for instructions
• Follows through without reminders
• Notices problems and proactively solves them
• Enjoys creating systems and improving processes
• Learns quickly and enjoys intellectual challenges
• Is comfortable handling complex responsibilities
• Wants to build a long-term career rather than frequently changing jobs
• Values quality, accountability, and professionalism
• Is interested in learning about personal finance

This Role Is Not a Fit If

• You need constant supervision
• You frequently miss deadlines or details
• You dislike follow-up and process management
• You are looking for a short-term opportunity
• You are primarily interested in using this role as a stepping stone to an unrelated career path

To Apply

Please submit your resume along with a brief cover letter answering the following questions (If you don't include the answers to these questions, your application will not be considered):

1. Why are you interested in this role?
2. What interests you about wealth management and financial planning?
3. Describe a process you improved at work and the impact it had.
4. Why would you be successful in a highly independent remote role?