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Wealth Management Operations Manager Jobs in Ohio

Stratos Wealth Partners

Operations Manager

Columbus, OH · On-site

$75K - $85K/yr

We believe successful wealth management begins with understanding each client's unique situation, values, and long-term priorities. We are seeking an Operations/Practice Manager with 5-7 years of ...

Pride Global

| Operations Support-OH

Columbus, OH · On-site

$48K - $64K/yr

Wealth Management Operations - Estate & Inheritor Services Employment Type: Temporary / Contract (1-year) Position Summary: The Estate & Inheritor Services Specialist is a dedicated professional ...

H Cap Connect, LLC

Director of Operations

Avon, OH

Operations Manager/Director Wealth Management Firm - Northeast Ohio - Onsite Role A growing and team-oriented wealth management firm is seeking an Operations Manager/Director to help strengthen ...

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HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ... Client Relationship Management: * Build and maintain strong relationships with clients by providing ...

U.S. Bank

Wealth Management Advisor

Columbus, OH · On-site

$65K - $80K/yr

... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

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All JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Ohio

Wealth Management Operations Manager information

See Ohio salary details

$29.5K

$60.3K

$112.7K

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

As of Jul 1, 2026, the average yearly pay for wealth management operations manager in Ohio is $60,328.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $73,700.00 per year, depending on experience, location, and employer.

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 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 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 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 Ohio? The most popular types of Wealth Management Operations jobs in Ohio are:
What are popular job titles related to Wealth Management Operations Manager jobs in Ohio? For Wealth Management Operations Manager jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Ohio look for? The top searched job categories for Wealth Management Operations Manager jobs in Ohio are:
What cities in Ohio are hiring for Wealth Management Operations Manager jobs? Cities in Ohio 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 Ohio as of June 2026, with employment types broken down into 100% Full Time. Highlights an 89% In-person, and 11% Hybrid job distribution, with an average salary of $60,328 per year, or $29 per hour.
Operations Manager

Operations Manager

Stratos Wealth Partners

Columbus, OH • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

At Parkview Partners Capital Management, our philosophy is centered on building lasting relationships and providing personalized, fiduciary advice. We believe successful wealth management begins with understanding each client's unique situation, values, and long-term priorities.
We are seeking an Operations/Practice Manager with 5-7 years of progressive experience in the wealth management industry. This individual brings demonstrated leadership capability, advanced client service expertise, and a proven ability to onboard and manage complex client relationships while driving operational excellence. This role expands beyond execution into leadership, oversight, and continuous improvement of client service operations while directly supporting financial advisors and high-net-worth clients.
WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT?
Competitive Salary and Benefits - We offer a top-tier compensation package, including:
  • Competitive Base Salary: Benchmarked against the industry's top quartile.
  • Performance Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.
  • Benefits: 100% paid medical, dental and vision insurance for employees, a 3% 401(k) match, and paid time off.
  • Work Location: Our offices are in the highly desirable German Village area and have employee parking.
  • Employee Engagement: We conduct annual- employee reviews, with bonuses, but are a closely held business with an open-door policy.
  • Growth Opportunities:We provide every team member with a path for growth and development.

WHAT WILL YOU DO AS AN OPERATIONS/PRACTICE MANAGER?
  • Operational Management: Oversee the day-to-day operations of the firm, ensuring that the office runs smoothly and efficiently. Manage scheduling, office workflows, and administrative processes.
  • Team Leadership & Development: Lead and mentor the support staff. Provide guidance, training, and support to ensure that team members are productive and aligned with the firm's goals and culture.
  • Client Onboarding & Relationship Management: Collaborate closely with financial advisors to ensure exceptional client service. Manage client onboarding, communications, and ensure that client needs are being met in a timely manner.
  • Compliance & Risk Management: Ensure the firm is in compliance with industry regulations, company policies, and legal requirements. Work closely with compliance teams to monitor and update procedures.
  • Leverage Technology to Drive Scale & Efficiencies: Ensure consistent adoption of existing technology, while seeking opportunities to identify and adopt other industry leading technologies that can drive incremental scale and efficiencies in the business and optimize the client experience.

REQUIRED QUALIFICATIONS & CHARACTERISTICS
  • Bachelor's degree
  • 5-7 years of progressive experience in practice management or operations management, ideally in a financial advisory firm.
  • Additional certifications in financial services are not required, however a plus
  • Strong leadership and team management abilities
  • Knowledge of financial advisory practices, compliance requirements, and industry standards.
  • Experience working with custodial platforms (Schwab, Fidelity, LPL, etc.)
  • Proficiency in office software (Microsoft Office Suite, CRM systems, Portfolio Management software (Orion, Black Diamond, etc.).
  • High degree of accuracy, attention to detail, and strong problem-solving skills
  • Self-motivated, positive attitude with a collaborative mindset
  • Excellent written and verbal communication skills

COMPENSATION & BENEFITS
  • Base Salary: $75,000-$85,000/year
  • Bonuses: Transparent, merit-based bonus program. We incentivize exceptional client service and interaction.
  • Insurance: 100% paid medical, dental and vision insurance for employees.
  • Retirement Savings: 3% 401(k) Match

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Parkview Partners Capital Management!

Apply