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Wealth Management Operations Manager Jobs in Ohio

U.S. Bank

Wealth Management Advisor

Westlake, OH · On-site

$60 - $80/hr

... 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 ...

Us Bank

Wealth Management Advisor

Rocky River, OH · On-site

$60 - $80/hr

... 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 ...

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

Westlake, 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 ...

US 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 ...

US Bank

Wealth Management Advisor

Rocky River, 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 ...

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 ...

US Bank

Wealth Management Advisor

Westlake, 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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Showing results 21-40

All JobsWealth Management Operations 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 Sep 7, 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 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 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 August 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.

Summer 2027 Wealth Management Internship

Huntington National Bank

Columbus, OH • On-site

$17.25 - $22.50/hr

Full-time

Posted 10 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

66th of 175 rated banks

Job description

Description
Summary:
Huntington's internship programs provide emerging talent with meaningful, hands-on experience aligned to their area of study. Over the course of the interns' time at Huntington, they gain exposure to key business functions across all segments of the organization. An intern's experience should be focused on professional growth, skill development, and practical application of academic learning. Interns participate in a structured series of development opportunities, including interactions with senior leadership and career pathing insights. The experience also includes immersion in Huntington's award-winning culture through community involvement and team-based activities. Internships at Huntington are designed to help students build a strong foundation for future career success while contributing to meaningful business initiatives.
Internship Opportunities at Huntington:
Huntington offers internship opportunities for students who are currently enrolled in an academic program and seeking practical, hands-on experience in their field of study. Internships take place during a defined period of time and are available across all business segments.
  • Rising juniors (Winter 2028 or Spring 2029 grads) may participate in Huntington's Foundations Program, an 8-week, regionally focused experience where students partner directly with a manager and team, contribute to meaningful projects, build professional skills, and explore career opportunities across Huntington and the financial services industry.
  • Rising seniors (Winter 2027 or Spring 2028 grads) may participate in the Enterprise Internship Program, an 11-week, role-aligned experience where students work directly with a manager and team on meaningful business initiatives. In addition to hands-on project work, participants gain exposure to executive leadership, participate in Huntington's innovation project, and build connections that may lead to future full-time opportunities.

All interns participate in a variety of developmental and professional activities designed to support learning and exposure to the organization. Depending on your school year, program components may include:
  • Experience in day-to-day responsibilities related to their assigned team
  • Exposure to broader business functions
  • A structured schedule of professional development sessions
  • Opportunities to engage with members of the Executive Leadership Team
  • Discussions with senior leaders regarding career paths and Huntington's business areas
  • A team project focused on applying Huntington's innovation framework to a business-relevant problem
  • Participation in volunteer activities and internal events aligned with Huntington's culture

Wealth Management Internship Overview
Within Wealth Management, interns gain exposure to helping individuals, families, and businesses achieve their financial goals through personalized planning and investment strategies. Students partner directly with professionals to contribute to meaningful projects and initiatives while developing knowledge of financial planning, investment management, portfolio analysis, wealth preservation, retirement planning, and client relationship management.
Opportunities may include exposure to market research, portfolio reviews, financial plan development, client engagement strategies, investment analysis, and wealth management operations. Successful candidates are curious, collaborative, and interested in learning more about careers in financial planning, investment advisory services, and wealth management.
Huntington offers Wealth Management Internships through a rotational learning experience with exposure to two or more of the following areas: Financial Planning, Chief Investment Office, Portfolio Management, Huntington Financial Advisors Service, and Ultra High Net Worth/Family Office. These positions will be in either Columbus or Cincinnati, OH, Detroit or Grand Rapids Michigan, and or the Carolinas.
Duties & Responsibilities:
  • Collaborate directly with your manager
  • Support organization and department initiatives
  • Provide recommendations to improve your department
  • Work both independently and within a team
  • Exhibit a professional, business-like demeanor
  • Exhibit excellent oral and written communication skills
  • Aptitude - proficiency with computer software, particularly the Microsoft Office Suite
  • Take initiative to achieve personal career goals
  • Participate in all HNB internship events
  • Energy, enthusiasm, and passion for Huntington!

Basic Qualifications:
  • High School graduate
  • Enrolled in an Undergraduate or Graduate accredited University with at least one quarter/semester of school after the completion of the summer program.
  • Demonstrated teamwork and leadership through extracurricular activities and/or work experience
  • Exceptional communication, interpersonal, and relationship building skills
  • Ability to work independently or as part of a team
  • Proficiency in MicrosoftOffice® applications

Preferred Qualifications:
  • Course(s) of study applicable to the area of business
  • Ability to maintain professional composure in a dynamic work environment that often requires management and completion of multiple tasks
  • Demonstrate sound judgment and ability to apply logical/critical thought processes when developing solutions
  • Ability to display a positive business presence with management and external personnel
  • A strong interest in Banking as a career
  • Relevant Majors: Finance, Financial Planning, Economics, Wealth Management, Investment & Securities, Accounting.

  • Relevant Coursework:
    • Investments and Portfolio Management Personal Financial Planning, Financial Markets and Institutions, Corporate Finance, Retirement Planning, Estate Planning, Risk Management and Insurance, Financial Analysis, Accounting Principles, Economics (Microeconomics and Macroeconomics)

  • Preferred Skills & Interests:
    • Interest in wealth management, financial planning, and investment strategies
    • Strong analytical and problem-solving skills
    • Excellent verbal and written communication skills
    • Ability to build relationships and work collaboratively with clients and team members
    • Detail-oriented with strong organizational and time management skills
    • Proficiency in Microsoft Excel and other business applications
    • Demonstrated initiative, professionalism, and eagerness to learn
    • Passion for helping individuals and families achieve their financial goals

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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