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Wealth Management Operations Manager Jobs in Missouri

Wealth Advisor Sr

Saint Louis, MO · Hybrid

$98K - $144K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

Minimum of five (5) years of distribution center management or operations experience, or equivalent ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Minimum of five (5) years of distribution center management or operations experience, or equivalent ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Operations Manager

Kansas City, MO · On-site

$60K - $65K/yr

This role manages operational teams, coordinates with airline partners, airport authorities ... Minimum of 2 years of supervisory or management experience. * Strong knowledge of airport ...

Operations Manager

Kansas City, MO · On-site

$60K - $65K/yr

This role manages operational teams, coordinates with airline partners, airport authorities ... Minimum of 2 years of supervisory or management experience. * Strong knowledge of airport ...

Operations Manager Operations Managers develop methods and procedures for the most efficient and economical routing and movement of customers' freight in an error-free manner as well as within ...

Showing results 41-60

Wealth Management Operations Manager information

See Missouri salary details

$29.1K

$59.5K

$111.2K

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 Missouri is $59,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $72,700.00 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 Missouri?

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

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

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

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

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

Infographic showing various Wealth Management Operations Manager job openings in Missouri as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, 3% Hybrid, and 10% Remote job distribution, with an average salary of $59,522 per year, or $28.6 per hour.

Asset & Wealth Management - Renewable Energy Tax Senior Manager

Pwc

Saint Louis, MO • On-site

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

The Opportunity
As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. Within our Tax practice, you will navigate the complexities of the frequently changing national and international tax environment, addressing operational tax risks and structuring tax strategies for our Financial Services clients. Your insights will help organizations understand pricing implications and tax impacts of deals, fostering informed decision-making.
As a Senior Manager, you will leverage your skills to lead large projects, innovate processes, and maintain operational excellence. You will engage with clients at a strategic level, driving project success and contributing to the firm's business strategies. Your role involves motivating and coaching teams to solve complex problems, applying sound judgment, and developing high-performing, diverse, and inclusive teams. In this role at PwC, you will validate outcomes with clients, share alternative perspectives, and act on feedback, confirming that our services align with client needs and expectations.
Responsibilities
- Leading tax compliance and consulting projects for asset and wealth management clients in the renewable energy sector
- Advising clients on local and international tax strategies to optimize their financial outcomes
- Managing the preparation and review of complex tax returns and related documents
- Navigating cross-border tax issues and providing strategic solutions to clients
- Collaborating with diverse teams to address operational tax risks and regulatory compliance
- Developing and maintaining client relationships to understand and address their tax needs
- Utilizing analytical skills to monitor and analyze financial trends impacting tax strategies
- Contributing to the development of innovative tax planning solutions and methodologies
- Coaching and mentoring team members to enhance their technical skills and professional growth
- Engaging in strategic questioning to uncover client needs and propose tailored tax solutions
What You Must Have
- At least a Bachelor's degree
- At least 6 years of experience
- At least one of the following: Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- Navigating complex cross-border engagements in asset and wealth management
- Demonstrating advanced skills in corporate tax planning and compliance
- Leading strategic initiatives in renewable energy tax projects
- Excelling in stakeholder management and building trust
- Innovating processes to enhance operational excellence
- Utilizing analytical thinking to solve complex tax issues
- Developing high-performing teams through effective coaching and feedback

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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