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Wealth Management Operations Manager Jobs in Kentucky

ShipMonk

Operations Manager

Louisville, KY

... 2 years management experience preferred (refers to salaried and degreed direct-reports, or ... Operational experience and knowledge across two or more functional areas of e-commerce, warehousing ...

Pwc

Asset & Wealth Management Tax Manager

Louisville, KY

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to ...

Baird

Student Worker

Owensboro, KY · On-site

$13.75 - $15.50/hr

You'll be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations. The Impact You'll Make: * Support various projects ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to ...

CVS Health

Operations Manager

Hazard, KY · On-site

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

ShipMonk

Operations Manager

Louisville, KY · On-site

... 2 years management experience preferred (refers to salaried and degreed direct-reports, or ... Operational experience and knowledge across two or more functional areas of e-commerce, warehousing ...

CVS Health

Operations Manager

Hazard, KY

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

CVS Health

Operations Manager

Bowling Green, KY

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

New

Eckart

Operations Manager

Louisville, KY · On-site

Description Operations Manager We are seeking an experienced Operations Manager to lead daily ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

ShipMonk

Operations Manager

Louisville, KY

... 2 years management experience preferred (refers to salaried and degreed direct-reports, or ... Operational experience and knowledge across two or more functional areas of e-commerce, warehousing ...

CVS Health

Operations Manager

Georgetown, KY

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

Eckart Supply

Operations Manager

Lexington, KY · On-site

Operations Manager We are seeking an experienced Operations Manager to lead daily operational ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

Eckart Supply

Operations Manager

Louisville, KY · On-site

Operations Manager We are seeking an experienced Operations Manager to lead daily operational ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

Eckart

Operations Manager

Lexington, KY · On-site

Operations Manager We are seeking an experienced Operations Manager to lead daily operational ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

Eckart

Operations Manager

Lexington, KY · On-site

Description Operations Manager We are seeking an experienced Operations Manager to lead daily ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

Eckart

Operations Manager

Louisville, KY · On-site

Operations Manager We are seeking an experienced Operations Manager to lead daily operational ... Develop and implement inventory management strategies to optimize stock levels and reduce costs ...

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Wealth Management Operations Manager information

See Kentucky salary details

$26.9K

$55.1K

$102.9K

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

As of Aug 20, 2026, the average yearly pay for wealth management operations manager in Kentucky is $55,113.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,600.00 and $67,300.00 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 popular job titles related to Wealth Management Operations Manager jobs in Kentucky?

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

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

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

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

Cities in Kentucky with the most Wealth Management Operations Manager job openings:

Wealth Management Operations Manager jobs near you

Operations Manager

The Lyric Theatre And Cultural Arts

Lexington, KY • On-site

$45K - $50K/yr

Full-time

Re-posted 18 days ago

Job description

The Lyric Theatre & Cultural Arts Center is seeking a motivated, energetic candidate to fill the role of Operations Manager at our historic nonprofit organization.


The Operations Manager is a multifaceted role. The specific duties of the operations manager include formulating strategy, improving performance, procuring material and resources, securing compliance, and staff supervision. You should be ready to mentor team members, find ways to increase the quality of customer service, and implement best practices across all levels. Honesty, transparency, dependability, and teamwork will be the foundation upon which this job and the expectations of performance will be built.

Responsibilities

  • Assisting the executive director in the areas of accounting and bookkeeping
  • Scheduling and managing venue space rentals and clients
  • Scheduling and working with event staff on performance, visual, and cultural arts events and designated rental and special events
  • Overseeing general logistical work and maintenance for efficient facility operation
  • Improve operational management systems, processes, and best practices
  • Monitor, plan, inventory, and purchase materials with executive director approval with cost-effective efficiency
  • Help the organization’s processes remain legally compliant
  • Formulate strategic and operational objectives with defined outcomes
  • Examine financial data and use it to improve profitability and efficiency
  • Assist executive director budgets and forecast management and submit regular financial and budget reports to the executive director
  • Perform quality controls for inventory, ticketing, and financial transactions supported with regular reports to the executive director
  • Train and supervise event staff
  • Collaborate with technical staff on needs for venue events
  • Find ways to increase the quality of customer service

Skills

  • High School Graduate, GED, or Equivalent - BA/College Graduate strongly preferred
  • A degree in Business, Accounting, Operations Management, Arts Administration, or related field is preferred
  • 5+ years of experience in operations management, logistics management, facilities management or related field
  • High level of proficiency with Microsoft Office Suite and Google Suite apps for business
  • 5+ years of sales/customer service experience
  • Proven work experience as an operations manager or similar role
  • Knowledge of organizational effectiveness and operations and facilities management experience
  • Experience budgeting and forecasting
  • Familiarity with business and financial principles
  • Excellent communication skills
  • Leadership ability
  • Must have Managerial experience a must
  • Must have Outstanding organizational skills

Company Description

Historic African American cultural arts institution in a historic community that presents performing, visual, and educational cultural arts programming for the community with a focus on diversity.