ZipRecruiter

Log In

1

Wealth Management Operations Manager Jobs in Georgia

2T Consulting

Strong knowledge of Wealth Management business processes and financial services operations. * Experience performing business, technical, and functional analysis. * Hands-on experience using AI ...

Construction Execs

Operations Manager

Suwanee, GA · On-site

$120K - $160K/yr

Requirements: - Bachelor's degree in Construction Management, Operations Management, or a related field, - Proven experience as a commercial/industrial construction Project Manager, ability to coach ...

previous pagenext page

Showing results 21-40

All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Georgia

Wealth Management Operations Manager information

See Georgia salary details

$26.2K

$53.6K

$100.1K

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 Georgia is $53,581.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,600.00 and $65,400.00 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.

What are the most commonly searched types of Wealth Management Operations jobs in Georgia?

The most popular types of Wealth Management Operations jobs in Georgia are:

What are popular job titles related to Wealth Management Operations Manager jobs in Georgia?

For Wealth Management Operations Manager jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations Manager jobs in Georgia look for?

The top searched job categories for Wealth Management Operations Manager jobs in Georgia are:

What cities in Georgia are hiring for Wealth Management Operations Manager jobs?

Cities in Georgia 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 Georgia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,581 per year, or $25.8 per hour.

Business Analyst - Wealth Management

2T Consulting

Holly Springs, GA • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Responsibilities
  • Gather, analyze, and document business and functional requirements for Wealth Management applications.
  • Perform technical and functional analysis to support business initiatives and system enhancements.
  • Utilize AI-powered tools and intelligent agents to analyze code, automate tasks, and improve productivity.
  • Support Agentic AI initiatives, including intelligent task execution and document processing.
  • Create and maintain business requirements, functional specifications, process documentation, and user guides.
  • Coordinate and support User Acceptance Testing (UAT), including test planning, execution, defect tracking, and validation.
  • Collaborate with business stakeholders, development teams, QA, and project managers to deliver solutions aligned with business objectives.
  • Support enhancements and integrations across enterprise platforms, including CRM, workflow automation, and collaboration tools.
  • Analyze business processes and recommend improvements to optimize efficiency and user experience.
  • Facilitate communication between business and technical teams throughout the project lifecycle.
Required Qualifications
  • 8–10 years of Business Analysis experience within Wealth Management or Capital Markets.
  • Strong knowledge of Wealth Management business processes and financial services operations.
  • Experience performing business, technical, and functional analysis.
  • Hands-on experience using AI-powered tools or intelligent agents for code analysis, documentation, or productivity improvements.
  • Experience with Intelligent Document Processing (IDP) solutions.
  • Experience coordinating and supporting User Acceptance Testing (UAT).
  • Strong documentation, communication, and stakeholder management skills.
  • Excellent analytical, problem-solving, and organizational abilities.
Preferred Qualifications
  • Experience with Agentic AI or AI-assisted workflow automation.
  • Knowledge of Salesforce or CRM platforms.
  • Experience with workflow automation, alerts, and business process optimization.
  • Familiarity with enterprise collaboration and knowledge-sharing platforms.
  • Exposure to digital transformation initiatives within financial services.

Apply