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Wealth Management Operations Manager Jobs (NOW HIRING)

Vista Wealth Solutions

Wealth Management Advisor

Radnor, PA · On-site

$80K - $270K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a ... Here's what that looks like in practice: • Dedicated support teams that handle operational and ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Participate in the testing and evaluation of Wealth Management operations to ensure responsibilities to clients * Mentor and provide guidance to lower level staff * Assist with business development ...

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Wealth Management Operations Manager information

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$31K

$63.5K

$118.5K

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

As of Aug 18, 2026, the average yearly pay for wealth management operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 per year, depending on experience, location, and employer.

What does a wealth management operations manager do?

A Wealth Management Operations Manager oversees the daily operations and administrative functions within a wealth management firm or division. Their responsibilities typically include managing client account processes, ensuring compliance with financial regulations, implementing operational policies, and coordinating with advisors and other departments to deliver seamless client service. They play a crucial role in optimizing workflow efficiency, minimizing risk, and maintaining the overall quality of financial services provided to clients.

What are the key skills and qualifications needed to thrive as a wealth management operations manager, and why are they important?

To thrive as a Wealth Management Operations Manager, you need a solid background in finance, operations management, and regulatory compliance, often supported by a bachelor’s degree in finance or business and relevant industry experience. Familiarity with portfolio management systems, financial reporting tools, and regulatory platforms like FINRA or SEC compliance systems is typically required. Strong leadership, analytical thinking, and effective communication skills help manage teams and ensure smooth operational workflows. These skills are essential for maintaining regulatory standards, optimizing efficiency, and delivering high-quality service to clients.

What are some common challenges faced by wealth management operations managers, and how can they be addressed?

Wealth Management Operations Managers often encounter challenges such as navigating evolving regulatory requirements, maintaining data accuracy, and streamlining complex workflows across multiple platforms. To address these, it's important to stay updated on financial regulations, implement robust compliance processes, and foster strong communication between front-office advisors and back-office teams. Leveraging automation tools and encouraging ongoing professional development for team members can also help maintain efficiency and minimize errors in daily operations.

What is the difference between Wealth Management Operations Manager vs Financial Advisor?

AspectWealth Management Operations ManagerFinancial Advisor
Primary RoleOversees operational processes, compliance, and client account administration within wealth management firms.Provides personalized financial planning and investment advice to clients.
Required CredentialsTypically requires industry certifications like Series 7, Series 63, or Series 65; strong knowledge of financial regulations.Often requires certifications such as CFP, Series 7, or Series 66; focus on financial planning credentials.
Work EnvironmentWorks within financial institutions, supporting advisors and client service teams.Works directly with clients, offering tailored financial strategies and investment recommendations.

While both roles operate within the wealth management industry, the Wealth Management Operations Manager focuses on internal processes and compliance, whereas the Financial Advisor directly engages with clients to develop financial plans. Understanding these differences helps in choosing the right career path or job opportunity.

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Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 4% Hybrid, and 12% Remote job distribution, with an average salary of $63,456 per year, or $30.5 per hour.

Wealth Management Operations Intern

Washington Trust

Westerly, RI • On-site

$39K - $41K/yr

Full-time, Internship

Medical, Retirement, PTO

Posted 21 days ago

Job description

Are you interested in gaining hands-on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations. This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows. This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment.
Job Summary & Responsibilities:
The internship will provide the unique opportunity to:
  • Immerse yourself in the daily responsibilities, projects, and initiatives of the department
  • Collaborate with seasoned professionals
  • Interact with team members and senior leadership
  • Gain on-the-job exposure to different areas of the business
  • Engage in a variety of training topics and opportunities
  • Provide clerical and administrative support to Wealth Management Operations

Qualifications:
  • College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
  • Proficient in Microsoft Office products (especially Excel)
  • Excellent organizational skills
  • Strong language/communication skills
  • Desire to gain experience from Wealth Management focused learning opportunities
  • Must be available full-time (40 hours/week during business hours)
  • Must have reliable transportation to Westerly, Rhode Island (this is an on-site internship)

Compensation & Benefits: The good-faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.
Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!
The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.

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