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- Competitive base salary and annual bonus opportunity
- Choice of medical, dental, vision, and long-term disability plans—employee portion is 100% paid by the company
- Flexible Spending Accounts (FSAs) for health and dependent care
- Employee Assistance Program (EAP)
- Commuter program
- Generous 401(k) plan match
- Education reimbursement program
- Flexible vacation policy and paid sick time
- Summer hours program
- Wellness discounts
- Ongoing financial and professional development education opportunities
Why Work at Aperio?
Who We Are
Based just over the Golden Gate Bridge from San Francisco in beautiful Sausalito, Aperio Group is a very different type of investment management firm. We partner with wealth advisors to build personalized public equity portfolios that reflect each client’s unique situation, including their social, environmental, and governance values. We are disrupting the investment management space through transparency and honesty (the Latin meaning of Aperio) and our commitment to putting our clients’ interests first.
People are at the center of all we do. At Aperio, the client is sacred. We do our best for our clients, and we treat them the way we want to be treated. We are respectful, honest, and accountable. Our employees are exceptional people who apply these principles every day, and we value them greatly. We encourage them to think outside the box and take chances with the challenges they face every day, to grow their careers. Our work environment is collaborative, engaging, genuine, and fun!
Our Core Values
This small set of enduring guiding principles captures the emotion and passion behind Aperio:
Truth Is Sacred.
Put Client Interests Above the Firm’s.
Treat Everyone with Respect.
Attack Every Issue with Intellectual Rigor.
Embrace an Entrepreneurial Spirit.
Enjoy the Journey.
Our Core Purpose
Too much of the financial services world has succeeded by lying to investors. Aperio delivers asset management and advice by taking active responsibility for investors’ interests, building client relationships based on transparency and the truth rather than just what benefits our firm.
Do you enjoy a good challenge? Are you a “people” person who enjoys speaking with clients? Do you eat code for breakfast? Are you an analytical nerd and proud of it? Are you looking to grow and contribute in a fun, fast-paced environment? We are always seeking talented individuals, and we’re passionate about attracting people with diverse thoughts and unique backgrounds, and with every gender represented to form a multicultural team that reflects the world today. You will join a (relatively) hip team, and everyone who works here is great—not just good—at what they do. That’s by design. We give our best every day, and we work hard to maintain that standard. But that commitment doesn’t mean we don’t know how to have fun! You know you have unique skills, ideas, talent, and personality and can achieve greatness—come join us!
|Candidates: Please be aware and cautious about scams and requests for information from sources claiming to be affiliated with or working on behalf of Aperio Group. Be suspicious of anyone contacting you from an email domain other than “aperiogroup.com” or “app.bamboohr.com,” or calling you about a job opportunity if you have not sent a resume to us. We will never ask for personal or background check information directly over email or the telephone before providing a formal job offer, and we only use secure methods to request and receive such information. If you are concerned about the legitimacy of a communication or request, we suggest that you call our main line at (415) 339-4300 to verify.|