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Wealth Management Back Office Jobs (NOW HIRING)

Savvy Wealth, Inc.

We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so ... Wealth management is a $545 billion industry still running on spreadsheets. We\'re changing that ...

Linedata

Senior Sales Executive - Back Office

Boston, MA

$240K - $340K/yr

Linedata is hiring a Senior Sales Executive to drive growth across our Back Office Investment Management solutions in North America. This is a high-impact role for a proven fintech sales leader with ...

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$175K - $250K/yr

Act as a trusted subject-matter expert in client conversations, bringing credibility and depth across front, middle, and back-office wealth management functions. * Support solutioning for RFPs and ...

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Wealth Management Back Office information

What is the difference between Wealth Management Back Office vs Financial Advisor?

AspectWealth Management Back OfficeFinancial Advisor
Primary RoleSupports client accounts, processing transactions, compliance, and record-keepingProvides personalized investment advice and financial planning to clients
CredentialsTypically requires certifications like Series 7, 63, or 65Often holds CFP, Series 7, or other financial planning certifications
Work EnvironmentBack-end office, corporate setting, support teamsClient-facing, advisory meetings, financial planning sessions
Industry UsageUsed within wealth management firms, banks, and brokeragesIndependent or firm-based financial advisory practices

The main difference is that Wealth Management Back Office professionals handle the operational and administrative support behind client accounts, while Financial Advisors focus on client interaction and providing investment advice. Both roles often require similar certifications, but their daily tasks and work environments differ significantly.

Is wealth management back office a stressful career?

Wealth management back office roles involve processing transactions, compliance, and client support, which can be stressful during peak periods or when managing complex accounts. The job requires attention to detail, strong organizational skills, and often involves tight deadlines, but workload and stress levels vary depending on the firm and specific responsibilities.

What cities are hiring for Wealth Management Back Office jobs?

Cities with the most Wealth Management Back Office job openings:

What are popular job titles related to Wealth Management Back Office jobs?

For Wealth Management Back Office jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Back Office job openings in the United States as of September 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 50% In-person, and 50% Remote job distribution.

Relationship Manager

Mount Pleasant, SC • On-site

Apollon Wealth Management
Finance and Insurance • 11 - 50 employees
Learn more about Apollon Wealth Managementexternal

Full-time

Re-posted 5 days ago

Job description

 
Relationship Manager
Reports to: Wealth Management Advisor  
Status: Exempt
REMOTE POSITION

As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:
 Responsibilities:
  • Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
  • Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
  • Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
  • Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
  • Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
  • Gather, organize, and clarify client information to support financial planning analyses and projections.
  • Conduct client outreach and follow-up to assist with the implementation of advisor recommendations and planning action items.
  • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
  • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
  • Serve as a key liaison between advisors and clients throughout the financial planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support the timely implementation of financial planning recommendations.
 Skills and Experience:
  • 3+ years recent industry experience (required)
  • Familiarity with Salesforce preferred
  • Knowledge of Fidelity custodial platform/Wealthscape (required)
  • Industry licensing (not required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Proficiency in financial software and tools
  • Dedication to maintaining client confidentiality and trust

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