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Director Wealth Operations Jobs (NOW HIRING)

Bravera

Wealth Operations Associate

Bismarck, ND · On-site

Bravera Wealth is hiring for a Wealth Operations Associate in Bismarck, ND ... Bravera is an employee- and director-owned company that is committed to helping our employees forge ...

CliftonLarsonAllen Wealth Advisors, LLC

$200K - $250K/yr

CLA is currently seeking a Managing Director - Wealth Strategy & Operations Why This Role Matters The next era of Wealth Advisory at CLA is being built right now, and this role will help shape what ...

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Foster City, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

New York, NY · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

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Director Wealth Operations information

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$34K

$107.7K

$179.5K

How much do director wealth operations jobs pay per year?

As of Sep 10, 2026, the average yearly pay for director wealth operations in the United States is $107,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $135,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Director Wealth Operations jobs?

For Director Wealth Operations jobs, the most frequently searched job titles are:

Wealth Operations Analyst

Carrollton, TX • Hybrid

The Reserves Network Inc
Recruiting and Staffing Services • 10K+ employees
Learn more about The Reserves Network Incexternal

$105K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago

Key responsibilities

  • Identify operational challenges and develop practical, scalable solutions

  • Build, document, and improve workflows across wealth operations

  • Lead projects from initial problem identification through implementation

Job description

Wealth Operations Analyst | $125,000–$140,000 Total Compensation | Onsite w/ Hybrid Flex | Direct Hire | Carrollton, TX

A growing financial services organization is seeking a Wealth Operations Analyst to help build the operational foundation for a new and expanding wealth management business. This is a hands-on opportunity for someone who enjoys solving complex problems, creating scalable processes, improving systems, and turning broad business needs into practical solutions. This is not a traditional transaction-processing position. The successful candidate will work directly with wealth operations leadership and partner across technology, project management, vendors, custodians, and internal business teams. This role is ideal for an independent, motivated professional who wants to help build a function from the ground up and see their ideas through implementation.

Why This Opportunity
• Newly created position with significant visibility and influence
• Opportunity to help build and scale a growing wealth management business
• Direct partnership with senior wealth operations leadership
• Broad exposure to systems, vendors, data, operations, and technology initiatives
• Potential for increased responsibility and long-term career growth
• Competitive compensation with a strong annual bonus opportunity
• Company-paid employee medical, dental, and vision coverage

Key Responsibilities
• Identify operational challenges and develop practical, scalable solutions
• Build, document, and improve workflows across wealth operations
• Lead projects from initial problem identification through implementation
• Support system implementations, vendor integrations, and operational technology initiatives
• Partner with business and IT teams to define requirements, test solutions, and execute changes
• Improve processes related to client onboarding, servicing, reporting, trading support, controls, and data movement
• Ensure external data is organized, accurate, and usable by internal teams
• Translate informal or manual activities into consistent, repeatable processes
• Develop documentation, controls, reporting tools, and operational best practices
• Influence stakeholders and drive initiatives forward without direct authority

Qualifications
• 3–4+ years of experience in wealth management, financial services, consulting, business analysis, implementation, or process improvement & development
• Demonstrated experience building, redesigning, or improving business processes
• Proven ability to independently manage projects or initiatives from beginning to completion
• Strong analytical, problem-solving, documentation, and execution skills
• Ability to work successfully in an evolving environment with limited existing structure
• Experience partnering across operations, technology, vendors, and business leadership
• Familiarity with wealth management or financial services operations strongly preferred
• Experience with CRM, workflow, operational, reporting, or business-management systems preferred
• Exposure to system integrations, requirements gathering, testing, data analysis, dashboards, or advanced Excel is helpful
• Must be willing to perform hands-on implementation work, not solely provide recommendations

Benefits
• Base salary generally targeted around $105,000–$110,000
• Annual bonus opportunity of approximately 20%–25%
• 100% company-paid employee medical, dental, and vision premiums
• Retirement plan with a 50% employer match on employee contributions - no limit
• Up to 35 work-from-home days annually
• Career growth as the wealth business and operations team expand

Your Career Partner
The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

Reserves Network logo

About Reserves Network

Sourced by ZipRecruiter

The Reserves Network is more than a temporary staffing company. We are a leading provider of flexible staffing services, including temporary, temp-to-hire and direct hire placements to create Total Staffing Solutions. We take care of our people - our customers, the communities we serve and, of course, each other. This is what makes us different. This is what makes us great.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Fairview Park, OH, US

View All Reserves Network Jobs