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Wealth Management Operations Jobs (NOW HIRING)

Inceed

Wealth Management Operations Specialist

Tulsa, OK · On-site

$30 - $32/hr

Wealth Management Operations Specialist Compensation: $30 - $32 /hour, depending on experience Location: Tulsa, Oklahoma Inceed has partnered with a great company to help find a skilled Wealth ...

C&N

Wealth Management Operations Manager

Wellsboro, PA · On-site

At C&N, we're seeking a Wealth Management Operations Manager to oversee the day-to-day operations of our Wealth Management division while supporting the delivery of exceptional service to clients and ...

C&N

Wealth Management Operations Manager

Wellsboro, PA · On-site

At C&N, we're seeking a Wealth Management Operations Manager to oversee the day-to-day operations of our Wealth Management division while supporting the delivery of exceptional service to clients and ...

Hilltop Holdings

Wealth Management Operations Clerk

Lubbock, TX · On-site

$15.25 - $18.25/hr

PlainsCapital Bank is seeking a Wealth Management Operations Clerk to provide basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided ...

New

GDH

Wealth Management Operations Specialist

Tulsa, OK · On-site

$28 - $31.64/hr

The Securities Services Operations & Financial Data Analyst I is responsible for supporting transactional processing and financial data analysis for Wealth Management accounts using trust and bond ...

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Wealth Management Operations information

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How much do wealth management operations jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for 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 the highest paying job in wealth management?

In wealth management operations, senior roles such as Chief Investment Officer or Head of Wealth Management typically have the highest compensation, often including base salary, bonuses, and profit sharing that can reach into the high six or seven figures. These positions require extensive experience, advanced certifications like the CFA, and strong leadership skills. Compensation varies based on firm size, location, and individual performance.

Can you make 7 figures in wealth management?

Wealth management professionals can potentially earn seven-figure incomes, especially those who manage large client portfolios or hold senior roles such as senior advisors or partners. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications like the CFP or CFA, along with performance-based bonuses. However, such earnings are not typical for all roles in the field and depend on individual success and firm compensation structures.

What are the key skills and qualifications needed to thrive in the Wealth Management Operations position, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

What are the typical daily responsibilities of someone working in Wealth Management Operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What is a Wealth Management Operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

What are wealth management ops?

Wealth management operations involve supporting the delivery of financial services to high-net-worth clients, including account administration, transaction processing, compliance, and reporting. Professionals in this field ensure smooth and efficient management of client portfolios, often using specialized software and adhering to regulatory standards.

How many financial advisors make $500,000 a year?

In wealth management operations, a small percentage of experienced financial advisors with high client assets and advanced certifications can earn $500,000 or more annually. Such earnings typically require a combination of a large client base, strong sales skills, and often, a focus on high-net-worth individuals. Most financial advisors earn less, with top earners representing a minority in the profession.
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Wealth Management Operations jobs near you
Wealth Management Operations Specialist

Wealth Management Operations Specialist

Inceed

Tulsa, OK • On-site

$30 - $32/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 7 hours ago

Job description

Position: Wealth Management Operations Specialist

Compensation: $30 - $32 /hour, depending on experience

Location: Tulsa, Oklahoma

Inceed has partnered with a great company to help find a skilled Wealth Management Operations Specialist to join their team!

This is a great opportunity for someone who enjoys supporting complex client account operations, solving process issues, and partnering across teams to keep work moving efficiently. You’ll help ensure accurate account handling, provide support for trust systems and online products, and play an important part in keeping day-to-day operations running smoothly.

Key Responsibilities & Duties:

  • Open, close, and maintain client accounts accurately.
  • Process cash receipts and disbursements.
  • Support income, expenses, and fee processing.
  • Coordinate required documentation with internal and external partners.
  • Assist with assets moving into the bank.
  • Provide backup support for group operations needs.
  • Troubleshoot trust software and online product issues.
  • Resolve client and internal processing questions.
  • Help document processes and support special projects.
  • Assist with audit, compliance, and regulatory inquiries.

Required Qualifications & Experience:

  • Bachelor’s degree in a business-related field.
  • 1+ years of experience in the security industry.
  • Equivalent education and experience will be considered.
  • Strong attention to detail and documentation skills.
  • Ability to coordinate with multiple internal and external parties.
  • Experience supporting client account operations.
  • Comfort working through issues to resolution.

Nice to Have Skills & Experience:

  • Experience with trust software or systems.
  • Background supporting online product troubleshooting.
  • Familiarity with audits or compliance support.
  • Experience in fee processing or cash movement.
  • Exposure to wealth management operations.

Perks & Benefits:

  • 3 different medical health insurance plans, dental, and vision insurance
  • Voluntary and Long-term disability insurance
  • Paid time off, 401k, and holiday pay
  • Weekly direct deposit or pay card deposit

Other Information: 

  • Role supports a centralized wealth management operations team.
  • Work includes client support, internal coordination, and process documentation.

If you are interested in learning more about the Wealth Management Operations Specialist opportunity, please submit your resume for consideration. Our client unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.


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About Inceed

Sourced by ZipRecruiter

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Tulsa, OK, US

Year founded

2001

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