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Wealth Management Operations Jobs (NOW HIRING)

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 ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

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How much do wealth management operations jobs pay per hour?

As of Aug 8, 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 are the key skills and qualifications needed to thrive in wealth management operations, 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 operations?

Wealth management operations involve the administrative and support functions that enable wealth management firms to deliver financial services. This includes tasks such as account processing, transaction management, compliance, reporting, and client data management, often supported by specialized software and requiring attention to detail. Professionals in this area ensure smooth, efficient service delivery and adherence to regulatory standards.

How good is a career in wealth management operations?

A career in wealth management operations offers opportunities in financial services, focusing on client account management, compliance, and transaction processing. It typically requires strong organizational skills, attention to detail, and familiarity with financial software; certifications like the Series 7 or 63 can enhance prospects. The role provides a stable career path with potential for advancement into senior operational or client-facing roles.
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Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations 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 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Wealth Management Operations Specialist

Oxbow Advisors

Austin, TX • On-site

$75K/yr

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Wealth Management Operations SpecialistLocation:
 Austin, TX
Employment Type: Full-Time
Position Summary
Oxbow Advisors is seeking a detail-oriented Wealth Management Operations Specialist to support the day-to-day operational functions of our advisory practice. This role is responsible for account administration, operational reporting, portfolio management systems, advisor support, and general office operations.
The ideal candidate has prior experience working in a wealth management or registered investment advisory (RIA) firm and is comfortable managing multiple operational processes with accuracy, organization, and minimal supervision.
Key Responsibilities
Wealth Management Operations
  • Open and process new client accounts and maintain accurate account records.
  • Administer the Orion portfolio management platform, including maintaining the client portal.
  • Track incoming client assets and report on new assets under management.
  • Coordinate quarterly, month-end, and other recurring client communications.
  • Maintain accurate client databases, mailing lists, and operational records.
  • Generate ad hoc reports and operational support materials for advisors.
Advisor Support
  • Assist advisors with administrative and operational requests.
  • Coordinate book mailings and other client fulfillment projects.
  • Help ensure operational workflows are completed accurately and on schedule.
Office Administration
  • Manage office, kitchen, and administrative supply inventories.
  • Coordinate vendor orders and general office support.
  • Assist with special projects and other administrative duties as assigned.
Qualifications
Required

  • 3+ years of administrative or operations experience.
  • Excellent organizational skills and exceptional attention to detail.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office, particularly Excel.
  • Ability to prioritize multiple responsibilities in a fast-paced environment.Preferred

  • Experience working for a wealth management, investment advisory, or financial services firm.
  • Experience with Orion or similar portfolio management software.
  • Familiarity with investment account administration and financial operations.
Compensation
Expected Salary Range: $75,000–$85,000, depending on experience and relevant industry background.
Candidates with demonstrated experience in a wealth management or RIA environment—including familiarity with portfolio management systems, account administration, and advisor support—will be considered at the upper end of the range.