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Wealth Management Operations Manager Jobs in Oregon

Aprio

Wealth Advisor

Portland, OR · On-site +1

$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 ...

Oregon Pacific Bank

Wealth Advisor

Eugene, OR · On-site

$70K - $135K/yr

Wealth Advisor -- Eugene, Oregon Oregon Pacific Wealth Management (OPWM) A Registered Investment ... Modern platform. Industry-leading planning tools, technology, and dedicated operational and ...

CVS Health

Operations Manager

Eugene, OR · On-site

$20.55 - $34.55/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

Schneider

Operations Manager

Portland, OR

Operations Manager Work model:On-Site Location:Portland, OR, USA Shift:First shift Job level:Manager with Direct Reports Schedule:Full time; Monday-Friday, 7 a.m.-5 p.m. Apply now Get job alerts Job ...

Coldstream Wealth Management

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

Develop operational processes and trading efficiencies * Review and analyze portfolio returns and ... wealth management firm that's been earning the trust of affluent families and businesses since 1996.

CCL Label, Inc.

Operations Manager

Portland, OR · On-site

Financial & Business Management * Assist with budgeting, forecasting, and cost-control initiatives. * Monitor labor, material, and operational expenses. * Review operational reports and implement ...

TriSearch

E-Commerce Operations Manager

Portland, OR

Qualifications * 7+ years of operations management experience. * Required experience supporting e-commerce operations. * Background in fulfillment, warehouse, inventory, purchasing, and supply chain ...

Bell and Howell

Operations Manager

Troutdale, OR · On-site

Site Operations Manager Location: Portland, OR/Troutdale, OR Job Summary: The Site Operations ... Equipment Management: Oversee maintenance and troubleshooting of printing and finishing equipment ...

Amazon

Operations Manager

Salem, OR · On-site

We are looking for motivated, customer-focused individuals who want to join our team as an Operations Manager. In this role, you will lead and develop a team of salaried and hourly talent. You will ...

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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 10, 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.

Wealth Advisor

Aprio

Portland, OR • On-site, Remote

$150K - $250K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

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 dynamic team. 
 
As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the tam providing our clients that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisorshould have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients' financial needs. 
Responsibilities:
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. 
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management. 
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.  
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.  
  • Drive business results and acquire new assets, both from the existing client base and new client acquisition. 
  • Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.  
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.  
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. 
Qualifications:
  • Bachelor's degree. 
  • CFP designation, or working towards it. 
  • 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. 
  • The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date. 
  • Ability to integrate financial strategies and investments for clients. 
  • Able to gain and maintain the respect of high-net-worth clients. 
  • Excellent knowledge of financial markets, products, and services. 
  • Ability to juggle multiple projects successfully. 
  • Exceptional attention to detail and skilled problem solver. 
  • Strong listening, communication, organizational, and interpersonal skills. 
  • Proactive, takes initiative, and uses critical thinking to solve problems. 
  • Proven capability to work in a team environment. 
  • Advanced knowledge in Excel with experience in Microsoft Office products.  
  • Knowledge of financial planning software.  
  • Entrepreneurial spirit. 
$150,000 - $250,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on July 20, 2026 and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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