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Wealth Management Operations Manager Jobs in Oregon

Equitable

Regional Controls Manager, Wealth Management

OR · On-site +1

$80K - $90K/yr

Partner with Compliance, Legal, Risk Management, Operations, and supervisory personnel to address findings, provide regulatory guidance, and support continuous improvement of examination programs and ...

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 ...

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.

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 ...

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 ...

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 ...

PTSolutions

Operations Manager

Portland, OR

Oversee inventory management processes to ensure inventory accuracy, proper controls, and loss ... Resolve operational issues and support the implementation of best practices across the branch.

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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 23, 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 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 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 98% Full Time, and 2% Part Time. Highlights an 93% In-person, 2% Hybrid, and 5% Remote job distribution, with an average salary of $67,091 per year, or $32.3 per hour.

Senior Investment Advisor, CFP

Sanctuary Wealth Group LLC

Portland, OR • Hybrid

$100K - $150K/yr

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

Job description

Description

Senior Investment Advisor, CFP

Location: Portland, OR (Downtown Office)
Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office Monday-Thursday, Remote Fridays)

Reports To: Practice Leader

Firm: Deschutes Investment Consulting LLC 


About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.


Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee-only fiduciary firm, advisors are not compensated through product sales or commissions - allowing the team to remain fully aligned with clients' best interests.


The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.


Position Overview - Deschutes is seeking an experienced and relationship-driven Senior Investment Advisor, CFP to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm's advisory platform.


The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.


This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.


Responsibilities

Wealth Management & Client Advisory

  • Serve as the primary advisor for an assigned group of wealth management and financial planning clients 
  • Build and deepen client relationships through exceptional service and strategic financial guidance 
  • Collaborate with senior financial planning professionals on complex planning engagements 
  • Support business development efforts through referrals, professional relationships, and personal networks 
  • Promote the firm's full suite of advisory and planning services to prospective and existing clients 

Client Experience & Team Collaboration

  • Partner with the wealth management team to ensure a seamless onboarding experience for new clients 
  • Work collaboratively across the organization to support client needs and overall team success 
  • Provide support to other members of the Deschutes team as needed 
  • Contribute ideas and participate actively in a highly collaborative office culture 

Technology & Systems

  • Maintain proficiency and stay current with key systems and platforms including: 
    • Charles Schwab 
    • eMoney 
    • Orion 
    • Wealthbox 
    • Microsoft Office Suite 

Professional Development

  • Maintain required continuing education standards for CFP and licensing requirements 
  • Participate in occasional company-sponsored conferences, training, and educational events, including some overnight travel


Requirements

What We're Looking For

Required Qualifications

  • Bachelor's degree required 
  • Minimum 7+ years of experience as an Investment Advisor or in a comparable advisory role 
  • Active Series 65 license 
  • CFP designation required 
  • Experience working with high-net-worth clients, executives, and business owners 
  • Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms) 

Preferred Qualifications

  • Strong integrity and commitment to acting in clients' best interests 
  • Excellent communication, organization, and follow-through skills 
  • Self-motivated with the ability to work both independently and collaboratively 
  • Professional demeanor with strong discretion, confidentiality, and diplomacy 
  • Relationship-oriented mindset with a passion for client service and long-term partnership building


Compensation & Benefits

Compensation Range: $100,000 - $150,000+ first-year compensation, depending on experience, with significant upside tied to revenue growth and firm success.


Benefits Include

  • Health insurance 
  • 401(k) retirement plan 
  • Competitive base salary 
  • Performance-based bonus opportunities tied to individual and team success 
  • Continuing education and professional development support 
  • Two weeks paid vacation plus additional paid holidays 
  • Additional PTO opportunities may be approved 
  • Hybrid work flexibility with remote Fridays


Apply