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Wealth Management Operation Analyst Jobs (NOW HIRING)

Collabera

Wealth Management Analyst

Jacksonville, FL

$30 - $32/hr

The ideal candidate will have a background in Investment Advisory, Wealth Management, Investment Operations, Asset Management, or Financial Services , along with strong research, analytical ...

New

SWMG

Wealth Management Advisor

Fort Worth, TX · On-site

$200K - $300K/yr

... operational support so the advisor can focus on clients and growth.About StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth ...

Simulmedia

Operation Analyst

New York, NY · On-site

$50K - $60K/yr

Operations Analyst Simulmedia is an innovative ad tech company based in New York City, delivering ... inventory, manage ad placements, and reconcile schedules ● Traffic creative assets and ...

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Wealth Management Operation Analyst information

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$35.5K

$115.9K

$139K

How much do wealth management operation analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for wealth management operation analyst in the United States is $115,859.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,500.00 and $138,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Operation Analyst vs Financial Operations Associate?

AspectWealth Management Operation AnalystFinancial Operations Associate
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, finance or related certifications often preferred
Work EnvironmentFinancial institutions, wealth management firmsBanking, investment firms, financial services
Employer & Industry UsagePrimarily in wealth management and private bankingBroader financial services, including banking and asset management
Common Search & Comparison IntentUnderstanding role differences, career pathsComparing job responsibilities and qualifications

The Wealth Management Operation Analyst focuses on supporting wealth management services, client portfolios, and compliance within wealth firms. The Financial Operations Associate handles broader financial transactions, account management, and operational support across various financial institutions. While both roles require similar credentials and work in related environments, their specific responsibilities and industry focus differ.

What cities are hiring for Wealth Management Operation Analyst jobs?

Cities with the most Wealth Management Operation Analyst job openings:

What are popular job titles related to Wealth Management Operation Analyst jobs?

For Wealth Management Operation Analyst jobs, the most frequently searched job titles are:

Wealth Management Analyst

Jacksonville, FL

Collabera
IT Services • 5 - 10K employees
Learn more about Collaberaexternal

$30 - $32/hr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Wealth Management Analyst

Location: Jacksonville, FL (Onsite)
Duration: 12+ Months Contract
Pay Range: $30/hr - $32/hr
Schedule: Monday–Friday | 8:00 AM–5:00 PM

Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

About the Role

We are seeking an experienced Investment Advisory Governance Analyst to support a leading Wealth Management organization. This role will focus on governance, oversight, risk controls, and operational support for investment advisory programs and platforms.

The ideal candidate will have a background in Investment Advisory, Wealth Management, Investment Operations, Asset Management, or Financial Services, along with strong research, analytical, communication, Excel, and AI-enabled tools experience.

Key Responsibilities

  • Provide timely responses to business and operational inquiries across multiple channels.

  • Conduct research, follow-up, and resolution of policy and procedure-related inquiries.

  • Support governance and oversight activities for investment advisory programs.

  • Review and evaluate investment-related and account maintenance requests.

  • Review account documentation and advisory program enrollments through systematic and manual processes.

  • Identify potential operational risks and escalate concerns appropriately.

  • Ensure adherence to business policies, governance standards, and regulatory requirements.

  • Partner with internal stakeholders, business teams, leadership, and financial advisors.

  • Analyze requests and provide recommendations aligned with established policies and guidelines.

  • Identify opportunities for process, procedural, and operational improvements.

  • Support project initiatives and governance-related activities.

  • Utilize AI-enabled tools and resources to support research, analysis, and business processes.

Required Qualifications

  • Experience in Investment Advisory, Wealth Management, Investment Operations, Asset Management, Brokerage, or Financial Services.

  • Knowledge of managed products and/or investment advisory business.

  • Experience with governance, risk, controls, compliance, or policy and procedure interpretation.

  • Strong research and analytical skills.

  • Excellent attention to detail and ability to process complex information accurately.

  • Strong written and verbal communication skills.

  • Ability to collaborate effectively with cross-functional stakeholders.

  • Experience using AI-enabled tools and resources, including AI prompting or Generative AI tools.

  • Strong proficiency in Excel.

  • Ability to manage multiple priorities in a fast-paced environment.

Preferred Background

Candidates with experience in the following areas are highly encouraged to apply:

Investment Advisory | Wealth Management | Investment Operations | Asset Management | Brokerage Operations | Business Governance | Risk & Controls | Compliance | Financial Services

If you have a strong financial services background and experience supporting investment advisory or wealth management operations, we encourage you to apply!

Collabera logo

About Collabera

Sourced by ZipRecruiter

Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.

Industry

It services

Company size

5,001 - 10,000 Employees

Headquarters location

Morristown, NJ, US

Social media

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