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Full Time Wealth Management Operations Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$80K - $270K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Dedicated support teams that handle operational and administrative work so you can stay focused on ...

Vista Wealth Solutions

Wealth Management Advisor

Radnor, PA · On-site

$80K - $270K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Here's what that looks like in practice: • Dedicated support teams that handle operational and ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Type Full-time Description At Sunflower Bank, N.A. , we're experiencing great growth. Since our ... The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... position of a full-time Wealth Planner at the Irvine, CA location. The salary range for this ... The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ...

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... position of a full-time Wealth Planner at the Irvine, CA location. The salary range for this ... The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth ...

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Full Time Wealth Management Operations information

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

As of Aug 18, 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

Client Service Operations Manager - Wealth Management

Coldstream Wealth Management

Bellevue, WA • On-site

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description


Coldstream Wealth Management is looking for an experienced Operations Manager to lead client service for one of our Bellevue teams. If you are passionate about ensuring exceptional client experience and mentoring and developing team members, we want to hear from you!
Our team Operations Manager position partners with the Team Lead to guide the wealth management team, providing day-to-day leadership and oversight of the team's client service group. They manage the team's workflows, processes, and internal operations, ensuring consistent implementation of best practices. They directly supervise the client service team members, with responsibility for hiring, training, career development, recommending compensation, and staffing strategy.
This role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight.
We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday currently, with the potential for adding Thursdays, from 7:00 a.m. to 4:00 p.m.) and the flexibility to work remotely on the other days.
Specific responsibilities include:
  • Team Leadership & Management
    • Serve as the day-to-day leader and primary resource for the team's Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
    • Delegate and oversee client service workflow, ensuring tasks are appropriately prioritized, completed accurately, and delivered on time.
    • Review work completed by client service team and provide coaching and feedback to support their professional development.
    • Oversee onboarding and training of new client service team members.
    • Identify opportunities to improve team processes, efficiency, and client experience.
  • Partnership with Team Lead
    • Act as a key partner to the Team Lead in the day-to-day management of the team.
    • Assist the Team Lead with strategic planning, goal setting, and implementation of team initiatives and best practices.
    • Help monitor team priorities, workflows, and capacity to ensure the team operates effectively.
    • Manage team meetings, events, and initiatives.
    • Step in to provide leadership when the Team Lead is unavailable.
  • Firm Engagement
    • Collaborate with Client Team Operations Manager colleagues across the firm to support consistent, high-quality client experience.
  • Client Service
    • Serve as a primary point of contact for a select group of clients, functioning as their Senior Wealth Management Associate.
    • Deliver exceptional client service by anticipating client needs, addressing concerns, and resolving issues efficiently.
    • Participate in client meetings and present ideas and concepts in an organized and effective manner.
    • Prepare meeting materials and summaries and manage post-meeting action items.
    • Oversee the gathering and maintenance of client information and ensure data integrity within the CRM.
    • Assist Wealth Managers in developing and implementing financial plans and utilizing financial planning tools and analysis to support client financial decisions.
    • Oversee the new client onboarding process and ongoing account maintenance.

Experience and Skills
  • 5-10 years of progressively responsible experience in the wealth management industry, including training/oversight/mentorship of client service team members or interns
  • A Bachelor's degree
  • Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense)
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred Excellent written and verbal communication skills
  • Strong organizational, prioritization, and delegation abilities with consistent attention to detail
  • Demonstrated commitment to a positive client experience

Job Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts at $100k - $140k, plus an annual bonus opportunity and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland and Bend, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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