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Wealth Management Operations Manager Jobs in Oregon

US Bank

Wealth Management Banker NMLS

Redmond, OR

$86K - $101K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

U.S. Bank

Wealth Management Banker NMLS

Redmond, OR · On-site

$86K - $101K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

U.S. Bank

Wealth Mgmt Banker NMLS 2

Portland, OR · On-site

$92K - $109K/yr

## Wealth Mgmt Banker NMLS 2Applylocations: Portland, ORtime type: Full timeposted on: Posted 30+ Days ... operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures ...

MNCP Staffing

Operations Manager

OR · Remote

Collaborate with management on operational planning, budgeting, forecasting, staffing decisions, and growth initiatives. * Manage operational costs and identify opportunities to improve margin ...

U.S. Bank

Wealth Mgmt Banker NMLS 2

Portland, OR · On-site

$92K - $109K/yr

## Wealth Mgmt Banker NMLS 2Applylocations: Portland, ORtime type: Full timeposted on: Posted 30+ Days ... operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures ...

TE Connectivity

Operations Manager

Wilsonville, OR · On-site

Operations Manager Posting Start Date: 7/16/26 At TE, you will unleash your potential working with ... Talent management aligned with our Company policies concerning hiring, promotions, disciplining ...

U.S. Bank

Wealth Mgmt Banker NMLS 2

Portland, OR · On-site

$92K - $109K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

US Bank

Wealth Mgmt Banker NMLS 2

Portland, OR

$92K - $109K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client ... operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures ...

Pwc

Asset & Wealth Management Tax Manager

Portland, OR

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Aprio

Wealth Advisor

Portland, OR · On-site

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their ...

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Showing results 21-40

All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Oregon

Wealth Management Operations Manager information

See Oregon salary details

$32.8K

$67.1K

$125.3K

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

As of Aug 9, 2026, the average yearly pay for wealth management operations manager in Oregon is $67,091.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $81,900.00 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 popular job titles related to Wealth Management Operations Manager jobs in Oregon? For Wealth Management Operations Manager jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Oregon look for? The top searched job categories for Wealth Management Operations Manager jobs in Oregon are:
What cities in Oregon are hiring for Wealth Management Operations Manager jobs? Cities in Oregon 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 Oregon as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 92% In-person, 3% Hybrid, and 5% Remote job distribution, with an average salary of $67,091 per year, or $32.3 per hour.

Operations Manager

SECURITY INDUSTRY SPECIALISTS INC

Hillsboro, OR • On-site

$90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Security Industry Specialists rating

8.1

Company rating: 8.1 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

16th of 116 rated security

Job description

About the role:

The Operations Manager is responsible for reducing risk, responding to incidents, and limiting exposure to liability within the client Global Safety & Security operations.  The Operations Manager will partner with the client Global Safety & Security Management team to develop, implement and manage physical security, safety, executive protection, special events, investigations and risk management programs that align with the client culture, values and policies. The Operations Manager reports directly to the Director of Operations.
 

In this role, your responsibilities will be:

•    Design, develop, implement, and manage physical security operations for the client including post orders, standards, policies, and procedures
•    Maintain close coordination, planning, communication and regular direct liaison with the client Global Safety & Security management team and SIS Executive team around all aspects of physical security, safety, executive protection, special events, investigations and risk management programs
•    Manage operations at local client campus including budget management, performance metrics and contract management
•    Responsible for identifying areas of program improvement, expansions of service, customer service improvements and other evolutionary changes
•    Create measurable reporting process to include alarm monitoring, incident response, tracking and reporting of performance metrics and other service areas
•    Respond in a timely manner to emergent events, issues, staffing deficiencies, and client requests
•    Perform other related duties as required

As a candidate you must have:

•    Bachelor’s degree in criminal justice, emergency management, business management, or related discipline or equivalent
•    Five plus years experience in safety and security management or supervision, law enforcement or military, or security control room supervision
•    ASIS Certified Protection Professional (CPP) and/or Physical Security Professional (PSP) 
•    Proficient in PC and iOS hardware and software, including word processing, data analysis, Lenel, Salesforce
•    Complete and maintain state guard certification as prescribed by presiding state law, as well as all client requested certification; all documentation and fees are the responsibility of the employee unless otherwise noted
•    Must be a dependable team player with business maturity and enthusiasm with the ability to deliver high level of customer service
•    Have flexibility to work any shifts on any day of the week (Mon-Sun) and willingness to assist the team when needed
 

We offer:

•    $90,000.00 per year
•    Health, Dental, Vision, and 401k for eligible employees
•    Paid Time Off including Sick/Safe Time
•    A dynamic and challenging work environment with opportunity for growth

Security Agency #0352

Security Industry Specialists, Inc. is an Equal Opportunity Employer

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