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Wealth Management Operations Manager information

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$33.9K

$69.4K

$129.6K

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

As of Aug 31, 2026, the average yearly pay for wealth management operations manager in New York is $69,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $84,800.00 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 New York?

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

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

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

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

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

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

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

Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in New York as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, 5% Hybrid, and 13% Remote job distribution, with an average salary of $69,423 per year, or $33.4 per hour.

Client Service Operations Manager, Neuberger Wealth

New York, NY

Neuberger Berman
Finance and Insurance • 1 - 5K employees
Learn more about Neuberger Bermanexternal

$175K - $225K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Position Overview:

The Client Service Operations Manager will support Team Kaminsky, one of Neuberger's largest Private Wealth Management teams. This is a "player/coach" role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability.The Manager will partner closely with all members of the portfolio management team as well as own the relationship with the broader Operations, Compliance, and Business Controls teams at the firm to ensure a seamless and rewarding client experience.

Primary Responsibilities:

Operations Manager

  • Act as the team's day-to-day operational quarterback: organize workflows, drive accountability, and ensure consistent execution across client servicing activities.

  • Build and implement repeatable processes, templates, checklists, and controls to improve turnaround times, avoid errors, and mitigate operational risk.

  • Evaluate current-state workflows, identify bottlenecks and friction points, and implement measurable improvements (e.g., cycle-time reduction, fewer reworks, reduced break frequency).

  • Partner closely with firmwide Operations, Compliance, Business Controls, and Technology to enhance tools, workflows, and policies that impact client onboarding and ongoing servicing.

  • Become a power user of internal platforms and help the team use technology more effectively through training, standardization, and process redesign.

  • Establish service standards and operating rhythms (e.g., daily priorities, weekly pipeline reviews, escalation paths) to improve responsiveness and follow-through.

  • Own escalation management for client-impacting operational issues, coordinating rapid resolution, and implementing preventative fixes.

  • Lead cross-functional execution for complex/time-sensitive client events (large asset transfers, multi-account onboarding, urgent disbursements), ensuring clean handoffs and high-quality outcomes.

  • Create a scalable foundation for future team growth, with clear role definitions, documentation, and metrics-positioning the function to evolve into a managed group with direct reports.

Client Service

  • In addition to operational leadership, the Manager will remain hands-on in day-to-day client servicing. This includes supporting onboarding and account opening, coordinating money movements and account maintenance, and responding to client requests with a high-touch approach and strong follow-through.

Experience & Skills Qualifications:

  • Bachelor's degree required.

  • 10+ years of experience in private wealth management operations, client service, or a comparable "process + execution" role within financial services.

  • SIE, Series 7, and 66 required or ability to obtain within the firm's timeline.

  • Demonstrated ability to improve operational performance through systems thinking, strong judgment, and disciplined follow-through.

  • Strong understanding of operational risk, documentation standards, and working effectively in a regulated environment.

  • Highly organized, detail-oriented, and comfortable managing multiple competing priorities in a fast-paced, client-driven setting.

  • Excellent communication skills and the ability to partner across functions and influence without formal authority.

  • Strong technology aptitude; comfortable learning platforms quickly and translating needs into practical workflows.

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $175,000-$225,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus and production compensation, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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