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Wealth Management Operations Manager Jobs in Indiana

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management ...

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management ...

SBM Management

Operations Manager

Indianapolis, IN · On-site

$70K - $75K/yr

Description Position at SBM Management Operations Manager- MIT Must be able to relocate after the 6-8 week training program. Manager in Training (MIT) Position- Operations Manager Are you an ...

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$29.5K

$60.4K

$112.8K

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

As of May 30, 2026, the average yearly pay for wealth management operations manager in Indiana is $60,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $73,700.00 per year, depending on experience, location, and employer.

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 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 the most commonly searched types of Wealth Management Operations jobs in Indiana? The most popular types of Wealth Management Operations jobs in Indiana are:
What are popular job titles related to Wealth Management Operations Manager jobs in Indiana? For Wealth Management Operations Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Indiana look for? The top searched job categories for Wealth Management Operations Manager jobs in Indiana are:
What cities in Indiana are hiring for Wealth Management Operations Manager jobs? Cities in Indiana with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you
Property Management Operations Manager

Property Management Operations Manager

Centier Bank

Merrillville, IN • On-site

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: None
Job Summary: The Property Management Operations Manager oversees the bank's real estate portfolio, support service contracts, and related operational processes. This role ensures all branches and administrative facilities operate efficiently, safely, and in compliance with regulatory requirements. Responsibilities include maintaining the work order system, managing contracts and Certificates of Insurance, coordinating FF&E procurement, tracking inspections and maintenance, and managing invoices and vendor performance.
Essential Duties and Responsibilities:
Work Order System Management
  • Maintain and administer the facilities work order system, including:
    • Assigning and tracking work orders
    • New user setup and verification
    • Managing and tracking routine inspections (fire extinguishers, backflow preventers, HVAC, etc.)
    • Updating and maintaining equipment lists
    • Documenting routine maintenance for HVAC systems
    • Regulatory tracking for elevators, boilers, annual fire inspections, and other mandated inspections

Contract Administration
  • Manage all aspects of support service contracts, including:
    • JIRA approval process for contract documents
    • Uploading and organizing contract documents
    • Documenting and tracking start/end dates, termination clauses, renewals, and other key contract terms
    • Managing and verifying vendor Certificates of Insurance (COIs)
    • Monitoring vendor performance, milestones, and deliverables against contract terms
  • Contracts include but are not limited to:
    • HVAC maintenance, fire systems, backflow prevention, pest control, snow removal, landscaping, bottled water, waste management, shred/document destruction services

FF&E Procurement
  • Actively manage procurement, delivery, and installation of furniture, fixtures, and equipment (FF&E), including:
    • Office furniture (chairs, desks, sit/stand desks)
    • Routine banking equipment
    • Designing and implementing FF&E approval processes

Miscellaneous Service Coordination
  • Assist with service calls and vendor management for various operational services:
    • Shred/document destruction
    • Trash/waste management
    • Bottled water services
    • Pest control
    • Music services
    • Multifunction printers (MFPs)

Financial Oversight & Invoice Management
  • Receive and distribute all property management-related invoices
  • Communicate and coordinate with Accounts Payable regarding open items or discrepancies
  • Proactively monitor, track, and reconcile monthly utility invoices
  • Review, verify, and approve vendor invoices for accuracy, contractual compliance, and proper cost allocation

Property & Facilities Management
  • Oversee day-to-day operations of all bank-owned and leased properties
  • Ensure facilities are clean, safe, secure, and aligned with brand standards
  • Develop and implement preventive maintenance programs
  • Coordinate repairs, renovations, and capital improvement projects
  • Maintain a comprehensive facility equipment list, ensuring all assets are documented, tracked, and properly maintained
  • Conduct regular property inspections and compliance audits

Compliance & Risk Management
  • Ensure adherence to all local, state, and federal regulations
  • Maintain documentation for leases, contracts, COIs, inspections, work orders, and regulatory compliance
  • Support internal and external audit requests related to facilities and vendor management
  • Oversee life-safety systems, emergency preparedness, and business continuity planning

Knowledge, Skills, and Abilities:
  • Strong knowledge of commercial real estate, lease management, and regulatory compliance
  • Experience managing vendor contracts, Certificates of Insurance, and invoice approvals
  • Proficiency with work order management systems and facilities software platforms
  • Knowledge of HVAC systems, fire safety systems, fire extinguisher services, backflow prevention, pest/rodent control, shred/document destruction, and music services
  • FF&E procurement and approval process experience
  • Strong project management, organizational, and communication skills
  • High attention to detail and strong internal control mindset
  • Travel between branch and office locations as required
  • Occasional after-hours availability for emergencies or urgent vendor matters

Minimum Qualifications:
  • Bachelor's degree in Business Administration, Real Estate, Facilities Management, or Engineering preferred
  • 5+ years of experience in property management, facilities management, or vendor/contract administration
  • Experience within a financial institution or regulated environment preferred

What do I do now?
  • Apply with us!
  • Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com.
Equal Opportunity Employer/Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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