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Full Time Wealth Management Operations information

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$53

How much do full time wealth management operations jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for full time wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is full time wealth management operations?

Full Time Wealth Management Operations refer to the teams and professionals who support the day-to-day administrative and logistical activities of wealth management firms or divisions. These operations ensure that client accounts are properly managed, trades are processed, compliance regulations are met, and client inquiries are handled efficiently. Their work is crucial for maintaining the smooth functioning of investment portfolios, record keeping, reporting, and regulatory adherence. People in these roles often collaborate closely with financial advisors and clients to deliver high-quality service and efficient financial solutions.

What are some typical challenges faced in a full time wealth management operations role, and how can they be addressed?

In a full-time Wealth Management Operations role, professionals often encounter challenges such as managing complex client requests, ensuring compliance with evolving regulations, and maintaining data accuracy across multiple platforms. Addressing these challenges requires strong organizational skills, attention to detail, and effective communication with both internal teams and clients. Leveraging technology solutions and staying updated on industry best practices can help streamline processes, reduce errors, and improve client satisfaction. Collaboration with advisors, compliance officers, and IT specialists is also key to successfully navigating operational complexities.

What are the key skills and qualifications needed to thrive in full time wealth management operations, and why are they important?

To excel in Full Time Wealth Management Operations, you need a strong understanding of financial products, investment operations, and regulatory compliance, typically supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial reporting software, and industry-standard tools like Bloomberg or SWIFT is commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are essential for ensuring accuracy, regulatory adherence, and seamless client service in a fast-paced financial environment.

What is the difference between Full Time Wealth Management Operations vs Wealth Management Associate?

AspectFull Time Wealth Management OperationsWealth Management Associate
Primary RoleOversees back-office functions, account processing, and compliance tasksSupports client advisors, assists with client onboarding and service
Required CredentialsTypically no specific certifications, but familiarity with financial systems helpsOften requires FINRA Series 7 or 66, and relevant financial certifications
Work EnvironmentBack-office, administrative, and operational settings within financial firmsClient-facing, support roles within wealth management teams
Employer & Industry UsageUsed across banks, brokerages, and financial advisory firmsCommonly found in similar firms supporting client-facing teams

In summary, Full Time Wealth Management Operations focuses on back-office functions like processing and compliance, while Wealth Management Associates work directly with clients and advisors. Both roles are essential in wealth management firms but differ in responsibilities and required credentials.

What cities are hiring for Full Time Wealth Management Operations jobs?

Cities with the most Full Time Wealth Management Operations job openings:

What are the most commonly searched types of Wealth Management Operations jobs?

The most popular types of Wealth Management Operations jobs are:

What states have the most Full Time Wealth Management Operations jobs?

States with the most job openings for Full Time Wealth Management Operations jobs include:

Full Time Wealth Management Operations jobs near you

Wealth Management Operations Associate

Claire Myers Consulting

San Francisco, CA • On-site

$70K - $100K/yr

Full-time

Re-posted 9 days ago

Job description

Location: San Francisco, CA (Hybrid: 3–4 days in office/ full time in office during training period)


Compensation: Base Salary: $65,000–$90,000 (depending on experience and with total compensation potential at $70,000–$100,000+


Licensing support: Sponsorship for CA Life Insurance License, Series 7 & 63/66 (if not already licensed)



Our client is a collaborative, high-performing wealth management firm with a strong team culture and a shared commitment to delivering exceptional client service. They are seeking a Wealth Management Operations Associate who will play a key role in supporting both investment and insurance operations. This is a highly dynamic, “catch-all” position for someone who enjoys variety, takes pride in getting things right, and wants to be a true team player.


This person will start with a focus on investment operations, expand into insurance operations, and ultimately become cross-trained across all operational functions. There is also an opportunity to help build and refine internal processes, including creating and documenting SOPs.



Key Responsibilities:


  • Support day-to-day investment operations, including account opening, transfers, money movement, and maintenance
  • Assist with insurance operations, including application processing, underwriting coordination, and policy tracking
  • Serve as a go-to resource for operational tasks across the team (“catch-all” support)
  • Ensure accuracy and timeliness across all transactions and client-related work
  • Help create, document, and refine standard operating procedures (SOPs)
  • Partner closely with advisors and client service team members to ensure a seamless client experience
  • Assist with ad hoc projects and operational improvements as bandwidth allows
  • Maintain strong organization and follow-through across multiple systems and priorities



Qualifications:


  • Bachelor's degree required
  • 2–5+ years of experience in wealth management, financial services, or operations
  • Experience with investment operations (account opening, transfers, custodians, etc.) preferred
  • Exposure to insurance operations is a plus (or willingness to learn quickly)
  • Series 7 license preferred, or willingness to obtain shortly after joining 
  • If not licensed, candidate to get the CA life insurance license within the 90 days of probationary period
  • Highly detail-oriented with strong organizational skills
  • Team-first mindset with a willingness to jump in wherever needed
  • Comfortable working across multiple systems and processes
  • Strong communication skills and ability to collaborate internally
  • Ability to work in-office in San Francisco 3–4 days per week (after training period)