Career Opportunities in Wealth Management
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Culture of Intellectual Rigor
Our team includes research analysts, portfolio engineers, and wealth strategists. We foster continuous learning through CFA exam support, internal training, and conferences. SDWM is an equal opportunity employer.
Current Openings
- Investment Analyst (2-5 years experience; CFA preferred)
- Client Relationship Associate (Series 65 required)
- Compliance Officer (5+ years RIA compliance)
- Quantitative Developer (Python, AWS)
Application Process
Submit your CV and cover letter to [email protected]. We review applications year-round and typically respond within two weeks. Please indicate your area of expertise.