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Intern Wealth Management Operations Jobs in Washington

Jambalaya Group

Operations Manager

Washington, DC · On-site

$90K - $110K/yr

... focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business. This role is ideal for a hands-on ...

Jewish Family Service of Colorado

Intern

Washington, DC · On-site

$17.95 - $20/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...

Jewish Family Service of Colorado

Intern

Washington, DC · On-site

$18.40 - $20/hr

Gain exposure to wealth management business, products, services and clients' financial needs. Requirements High school diploma required. In pursuit of college degree preferable. * At least 18 years ...

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All JobsIntern Wealth Management Operations JobsIntern Wealth Management Operations Jobs in Washington

Intern Wealth Management Operations information

What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?

AspectIntern Wealth Management OperationsIntern Financial Planning
Required CredentialsBasic finance or business coursework, some certifications optionalFinance, economics, or related coursework, certifications like CFP are less common at internship level
Work EnvironmentBack-office, administrative, supporting transaction processing and complianceClient-facing, advisory support, assisting in financial plan development
Employer & Industry UsageUsed across wealth management firms for operational supportUsed in financial advisory firms focusing on client financial planning

Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.

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

The most popular types of Wealth Management Operations jobs in Washington are:

Intern Wealth Management Operations jobs near you

Operations Manager

Jambalaya Group

Washington, DC • On-site

$90K - $110K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago

Job description

Operations Manager

Monumental Financial Planning
Location: Washington, DC
Position Type: Full-Time

Overview

Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client-focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business.

This role is ideal for a hands-on professional who thrives on creating structure, driving accountability, and improving processes. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high-quality client experience.

This is a working manager role focused on execution, leadership, and continuous improvement.

Key Responsibilities

Operations & Process Management

  • Oversee daily operations to ensure efficiency, consistency, and scalability
  • Develop, implement, and refine workflows and operational procedures
  • Identify inefficiencies and proactively implement solutions

Team Leadership & Accountability

  • Conduct regular performance and accountability conversations
  • Provide coaching, guidance, and support to team members
  • Partner with advisors to align team execution with business objectives

Technology Optimization

  • Drive adoption and effective use of CRM and operational systems
  • Identify opportunities to streamline processes through technology
  • Support implementation of new tools and enhancements

Practice Management

  • Establish structure and operational consistency across the practice
  • Maintain high standards for client service and internal processes
  • Support strategic initiatives tied to practice growth

Practice Culture:

  • Collaborative and supportive 9-person team environment
  • Brand-new, state-of-the-art office space located just two blocks from the White House
  • Strong team culture with close collaboration across the practice
  • Quarterly team outings, team lunches, and an annual holiday party
  • Commitment to work-life balance, including early office closure at 4:00 PM every Friday

Why Join Monumental Financial Planning?

This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business, support a collaborative team, and play a key role in driving long-term success.

Equal Opportunity Employer

Monumental Financial Planning is an Equal Opportunity Employer and welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Requirements

Qualifications

  • 3–7+ years of operations, office management, or practice management experience
  • Bachelor’s degree preferred or equivalent work experience
  • Financial services, wealth management, or banking experience strongly preferred
  • Proven ability to manage processes, workflows, and team accountability
  • Strong organizational and problem-solving skills
  • Comfortable with CRM systems (Salesforce experience a plus)
  • Ability to adapt quickly in a fast-paced environment
  • Strong interpersonal and leadership skills with a collaborative mindset

Benefits

Compensation & Benefits

Base Salary:

  • Target Range: $90,000 – $110,000/annually - exempt

Benefits:

  • Health insurance (employer-sponsored)
  • 401(k) with 4% employer match
  • Paid time off (PTO): 10 days annually
  • Paid Holidays: All market holidays observed
  • Ongoing professional development opportunities