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Wealth Management Operations Manager Jobs in Maryland

Bank of America

Wealth Management Specialist

Towson, MD · On-site

$30 - $45/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee ...

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Wealth Management Operations Manager information

See Maryland salary details

$30.1K

$61.6K

$115K

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

As of Aug 28, 2026, the average yearly pay for wealth management operations manager in Maryland is $61,587.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $75,200.00 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 Maryland?

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

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

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

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

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

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

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

Wealth Management Operations Manager jobs near you

Management / Operations Manager, Senior

StraCon Services Group, LLC.

Patuxent River, MD • On-site

$105K - $140K/yr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Job ID# 1751
StraCon Services Group, LLC is seeking a Full-Time, Management / Operations Manager, Senior to join our team in supporting the NAVAIR program office in Patuxent River, MD. The Management / Operations Manager, Senior will be performing program management, technical, and business analysis tasks related to the acquisition, development, and sustainment of direct and time-sensitive strike weapons. This position requires a combination of analytical skills, program management expertise, and familiarity with government acquisition processes. The Management / Operations Manager, Senior's duties include but are not limited to the following requirements:
Duties and Responsibilities:
  • Serves as the senior lead responsible for managing the full scope of contract operations.
  • Acts as the principal liaison with Government stakeholders for all technical, operational, and programmatic matters.
  • Spearheads comprehensive operational analysis across PMA portfolios, ensuring platform interoperability and mission readiness.
  • Leads the planning and execution of day-to-day activities, including oversight of calendars, high-level meeting coordination, brief preparation, and correspondence.
  • Manages the contractor team's participation in acquisition processes, cost analysis, procurement documentation, and risk management activities.
  • Ensures contract requirements are met through expert-level program oversight, resource management, and effective stakeholder communication.
  • Drives continuous improvement of operational processes and ensures compliance with Navy standards, policies, and schedules.
  • Provides direct capability gap analysis and assessments, shaping the foundational requirements documentation across the entire weapons system portfolio.
  • Collaborates decisively with functional leads and Fleet stakeholders to ensure operational requirements are accurately captured, defended, and seamlessly integrated into program execution.
  • Enforces strict adherence to Navy acquisition policies across all deliverables and activities, aggressively supporting timely, data-driven decisions across the PMA portfolio.
  • Serves as the authoritative operational voice in technical interchange meetings and stakeholder engagements, ensuring the warfighter's perspective is embedded in all program decisions.
  • Oversees and executes program travel logistics, managing DTS authorizations, vouchers, and comprehensive trip reports to ensure seamless support of program office engagements and site visits.

Skills and Experience:
  • Over 10 years of experience performing duties described in the functional description.
  • Experience with the Acquisition Management System Suite: Common Spend Plan Tool (CSPT), Program Management Tool (PMT), Contract Data Requirements Lists (CDRLS).
  • ACQMAT, Program, Planning and Budgeting System (PPBS), Statements of Work (SOW), and Procurement Initiation Documents (PID), Risk Management.

Education Requirements:
  • MA/MS degree.

Allowable Education Substitutions:
  • Associate's Degree plus two (2) years additional work experience performing duties described in the functional description of the labor category may be substituted for a Bachelor's Degree.

OR
  • Four (4) years additional work experience performing duties described in the functional description of the labor category may be substituted for a Bachelor's Degree.

Security Clearance Requirements:
  • U.S. citizenship and an active DoD Secret clearance are required.

About StraCon:
StraCon is dedicated to supporting our government clients and warfighters by "Enhancing their Operational Capability". With a proven track record, and an employee focused philosophy, we have developed a culture that believes in the talent of the individual. StraCon employees are empowered to "Make It Happen". Since 2008, we have provided Program Management, Training Systems Products, Financial Management, Instructional System Design, Data Management, Courseware Development, Engineering, Logistics, Foreign Military Sales Support, and a variety other technical services for the Department of Defense. The estimated base salary range for this position is between $105,000.00 - $140,000.00. The offered rate will be based on the selected candidates level of knowledge, education, experience and skill sets. StraCon offers competitive benefits including medical, dental, vision, life insurance, accidental death and dismemberment, short/long-term disability, and 401(k) retirement plans, as well as a paid time off programs for eligible full-time employees. Eligible part-time employees are able to participate in the 401(k) retirement plans and may be eligible for state or contract required paid time off programs.
StraCon is an Equal Opportunity Employer/Veterans/Disabled Employer

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