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Wealth Management Operations Manager Jobs in Nebraska

Operations Manager

Omaha, NE · On-site

$70K - $100K/yr

... operations management experience, preferably in HVAC, plumbing, electrical, home services, or a related service businessStrong technology skills and the ability to learn and improve business ...

Wealth Advisor

Omaha, NE

$125K - $145K/yr

Manage individual and team prospect pipeline, including the onboarding of new clients Qualifications * Bachelor's Degree * 7+ years of advisory experience in the wealth management industry * CFP ...

Sitting at the intersection of warehousing, transportation, 3PL management, and deployment planning, you will build strong partnerships with internal business partners, scale operations, manage ...

Wealth Advisor

Omaha, NE · On-site

$125K - $145K/yr

Manage individual and team prospect pipeline, including the onboarding of new clients Qualifications * Bachelor's Degree * 7+ years of advisory experience in the wealth management industry * CFP ® ...

Operations or management experience within building materials, distribution, or related industries * Experience leading a warehouse or branch operation * Strong understanding of inventory management ...

The ideal candidate has experience with Lean process management, team leadership and managing fixed ... Ensure operations department has quality training content for skill advancement, regulatory ...

Operations Manager Revolution Group | Omaha, Nebraska | Full-Time | In-Office Build the Operating ... Background in an RIA, wealth management firm, family office, financial advisory firm, accounting ...

The ideal candidate has experience with Lean process management, team leadership and managing fixed ... Ensure operations department has quality training content for skill advancement, regulatory ...

In this role, you will manage the Assistant Operations Manager and Production Supervisors for day ... The ideal candidate has experience with Lean process management, team leadership and managing fixed ...

Operations Manager

Bellevue, NE · On-site

$100 - $125/hr

... operations while delivering exceptional customer service. This leadership role emphasizes ... The ideal candidate will excel at cross-district collaboration, project management, and driving ...

Posted today

The ideal candidate has experience with Lean process management, team leadership and managing fixed ... Ensure operations department has quality training content for skill advancement, regulatory ...

The Operations Manager is to provide professional leadership and direction to the plant. The ... As a portfolio company of Apollo Global Management, we are positioned for strategic growth in both ...

Paradigm Oral Health is looking for someone with multi-site Dental Practice Management experience for a patient-focused company. As the Regional Operations Manager, you will play a pivotal role in ...

Operations Manager Exempt Bellevue, NE We are seeking a seasoned Operations Leader to lead safe ... The ideal candidate will excel at cross-district collaboration, project management, and driving ...

Performs additional duties as assigned by management or required by the position. What We're ... operations preferred. · Strong understanding and practical application of manufacturing ...

Job summary Our WW Operations network delivers millions of packages and smiles to Amazon customers ... BASIC QUALIFICATIONS - 3+ years of employee and performance management experience - Bachelor ...

Showing results 41-60

Wealth Management Operations Manager information

See Nebraska salary details

$29.6K

$60.5K

$113K

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

As of Sep 7, 2026, the average yearly pay for wealth management operations manager in Nebraska is $60,502.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $73,900.00 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 Nebraska?

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

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

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

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

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

Operations Manager

Complete Comfort Inc.

Omaha, NE • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago


Job description

Operations Manager Complete Comfort, Inc. Omaha, NebraskaEmployment Type: Full-Time Compensation: $70,000-$100,000/year depending on experience plus spiffs Schedule: Monday through FridayTake Ownership of Operations and Help Us Build a Stronger HVAC CompanyComplete Comfort, Inc. is looking for an experienced Operations Manager who can bring structure, accountability, and follow-through to our growing HVAC operation.This isn't a position for someone who wants to simply maintain what's already in place. We're looking for someone who can evaluate how we operate, identify where things are getting stuck, and take ownership of improving our processes, reporting, technology, and overall efficiency.You'll work closely with the owner and a team that includes service technicians, installation crews, sales, dispatch, and bookkeeping. Our ideal candidate communicates well, is comfortable working with technology, and knows how to keep projects moving without waiting for someone else to provide every answer.If you're someone who enjoys creating order, solving operational problems, and helping a team perform at a higher level, we'd like to talk with you.What You'll DoOversee day-to-day operational activities across the companyHelp establish clear processes, expectations, and accountabilityWork closely with the owner to identify priorities and ensure follow-throughImprove the company's use of ServiceTitan and other business technologyHelp strengthen financial and operational reportingTrack key business metrics and ensure leadership has the information needed to make decisionsIdentify inefficiencies and implement practical solutionsCoordinate across service, installation, sales, dispatch, and administrative functionsHelp remove roadblocks that prevent projects or initiatives from moving forwardCommunicate expectations clearly with both field and office employeesSupport a positive, professional, and collaborative work environmentWhat We're Looking ForPrevious operations management experience, preferably in HVAC, plumbing, electrical, home services, or a related service businessStrong technology skills and the ability to learn and improve business systemsExperience with ServiceTitan is highly preferredStrong written and verbal communication skillsAbility to analyze operational and financial informationStrong organizational and follow-through skillsComfortable holding others accountable while maintaining positive working relationshipsAble to work independently and take ownership of problems through resolutionConfident working directly with an owner and obtaining the information needed to keep priorities movingWhat We OfferMedical insurance with 100% of the employee premium covered,50% employer contribution toward family medical coverage,Dental and vision insurance,Retirement plan starting immediately with a 3% company contribution,Paid time off,Paid holidays,Comfortable, professional office environment,Ongoing training and professional development opportunities,Supportive team environment,Opportunity to have a meaningful impact on how the company operatesAbout Complete ComfortComplete Comfort, Inc. is an Omaha-based HVAC company committed to providing dependable service while developing a strong team behind the scenes. We offer year-round employment and believe in investing in our employees through training, development, and hands-on support.If you're ready to take ownership of operations and help build the systems that support our next stage of growth, apply today.