ZipRecruiter

Log In

1

Wealth Management Office Manager Jobs (NOW HIRING)

Planet Technologies

PMO Manager

OR · On-site +1

$150K - $170K/yr

The Project Management Office (PMO) Manager oversees the project management practice, which includes governance, team leadership, tracking and monitoring, communication, and quality controls. These ...

Orano Projects Limited

PMO Manager

Oak Ridge, TN · On-site

As the PMO Manager , you'll support the successful delivery of Project IKE , Orano USA's uranium enrichment facility in Oak Ridge, Tennessee. The PMO Manager will also provide critical project ...

Suddath Van Lines, Inc.

PMO Manager

Jacksonville, FL · On-site

SUMMARY The PMO Manager will play a critical role in establishing and maintaining the Project Management Office (PMO) framework, ensuring consistent processes, governance, and execution across ...

Delinea Inc.

... ) Manager The Global PMO Manager will be responsible for running a Project Management Office and supporting services presales for strategic pursuits across multiple sales regions. The PMO Manager ...

next page

Showing results 1-20

All JobsBusiness JobsBusiness Services JobsOffice Manager JobsWealth Management Office Manager Jobs

Wealth Management Office Manager information

See salary details

$25.5K

$51.5K

$77.5K

How much do wealth management office manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for wealth management office manager in the United States is $51,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What does a wealth management office manager do?

A Wealth Management Office Manager oversees the daily operations of a wealth management office, ensuring efficient workflow and client service. They manage administrative staff, coordinate with financial advisors, handle scheduling, and ensure compliance with industry regulations. This role is crucial for maintaining high standards of client satisfaction, streamlining office processes, and supporting the overall business goals of the wealth management firm.

What are the key skills and qualifications needed to thrive as a wealth management office manager?

To thrive as a Wealth Management Office Manager, you need strong organizational abilities, knowledge of financial services regulations, and experience in office administration, typically supported by a bachelor's degree in business or finance. Familiarity with wealth management platforms, CRM systems, and compliance tools is important, and certifications like Series 7 or Series 66 can be advantageous. Exceptional leadership, interpersonal communication, and problem-solving skills help foster a collaborative environment and address client and team needs effectively. These skills are crucial for ensuring operational efficiency, regulatory compliance, and high-quality client service in a dynamic financial setting.

What are some common challenges faced by a wealth management office manager, and how can they be addressed?

Wealth Management Office Managers often navigate the complexities of balancing client service excellence with regulatory compliance and operational efficiency. Challenges can include managing diverse client expectations, ensuring accurate documentation, and keeping up with evolving financial regulations. Building strong communication channels within the team and investing in ongoing staff training help address these issues. Additionally, developing robust operational procedures and leveraging technology for workflow management can greatly enhance both client service and compliance standards.

What cities are hiring for Wealth Management Office Manager jobs?

Cities with the most Wealth Management Office Manager job openings:

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

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

Infographic showing various Wealth Management Office Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $51,476 per year, or $24.7 per hour.

Wealth Management Office Assistant

Bedminster, NJ • On-site

PCC Asset Management LLC
See more jobs at PCC Asset Management LLCexternal

$15 - $20/hr

Part-time

Re-posted 7 days ago

Job description

Answer phone calls and either redirect to coworkers or take a message

Compose & Produce reports from different programs

Utilize financial modeling programs to build investment proposals

Prepare mailings to send out

File client paperwork

Shredding

Use word and Excel

Record company expenses every month using Quickbooks

*The company reserves the right to add or change any duties at any time