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Wealth Management Operations Manager Jobs in Delaware

Citizens Bank

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and ...

Citizens

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and ...

Carmax

Operations Manager

Newark, DE · On-site

$105K - $184K/yr

Training includes learning the roles and responsibilities of Service Operations, mastering end-to-end production processes such as inventory management and cosmetic/mechanical repair, and completing ...

Carmax

Operations Manager

Newark, DE · On-site

Training includes learning the roles and responsibilities of Service Operations, mastering end-to-end production processes such as inventory management and cosmetic/mechanical repair, and completing ...

CarMax, Inc.

Operations Manager

Newark, DE · On-site

Training includes learning the roles and responsibilities of Service Operations, mastering end-to-end production processes such as inventory management and cosmetic/mechanical repair, and completing ...

BWT Logistics

Operations Manager

New Castle, DE · On-site

$65K - $70K/yr

Strong operational leadership and people management skills. * Data-driven decision-making and analytical thinking. * Experience translating forecasts into staffing and execution plans. * Clear and ...

ENSTRUCTURE LLC

Operations Manager

Wilmington, DE · On-site

Position Overview The Operations Manager - Bulk & Bagging Warehouses is responsible for overseeing ... Supervise warehouse staff, including hiring, training, scheduling, and performance management

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All JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Delaware

Wealth Management Operations Manager information

See Delaware salary details

$31K

$63.5K

$118.6K

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

As of Jun 30, 2026, the average yearly pay for wealth management operations manager in Delaware is $63,511.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,600.00 per year, depending on experience, location, and employer.

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 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 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 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.

What are popular job titles related to Wealth Management Operations Manager jobs in Delaware? For Wealth Management Operations Manager jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Delaware look for? The top searched job categories for Wealth Management Operations Manager jobs in Delaware are:
What cities in Delaware are hiring for Wealth Management Operations Manager jobs? Cities in Delaware with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Delaware as of June 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $63,511 per year, or $30.5 per hour.

Wealth Advisor - Lewes, DE

Citizens Securities, Inc

Lewes, DE • On-site

$105K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Description

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary responsibilities include

  • Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
  • Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. 
  • Grow existing relationships through partnership referrals.
  • Tailor wealth management planning to meet client needs.
  • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Series 7, 63, 65 (or 66) active and valid.
  • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
  • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
  • Demonstrated track record in new business development and client book management.
  • Proven experience in a team-oriented consumer bank setting.
  • Familiarity with servicing high-net-worth individuals.
  • Comfortable operating in a dynamic, entrepreneurial environment.

  • Bachelor's degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F (Branch Hours)

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

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