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Wealth Management Operations Manager Jobs in Rhode Island

Citizens Bank

Business Support Manager II

Johnston, RI · On-site

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI · On-site

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and ...

washingtontrust

Wealth Advisor

Westerly, RI

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and ...

Clean Harbors

Operations Manager

Lincoln, RI · On-site

Duties may include managing staff, monitoring operational processes, implementing strategies to improve productivity, analyzing data to make informed decisions, and ensuring compliance with company ...

Clean Harbors

Operations Manager

Lincoln, RI · On-site

Duties may include managing staff, monitoring operational processes, implementing strategies to improve productivity, analyzing data to make informed decisions, and ensuring compliance with company ...

Clean Harbors

Operations Manager

Lincoln, RI · On-site

$151K/yr

Duties may include managing staff, monitoring operational processes, implementing strategies to improve productivity, analyzing data to make informed decisions, and ensuring compliance with company ...

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Wealth Management Operations Manager information

See Rhode Island salary details

$30.4K

$62.1K

$116K

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

As of Aug 20, 2026, the average yearly pay for wealth management operations manager in Rhode Island is $62,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $75,900.00 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 the most commonly searched types of Wealth Management Operations jobs in Rhode Island?

The most popular types of Wealth Management Operations jobs in Rhode Island are:

What are popular job titles related to Wealth Management Operations Manager jobs in Rhode Island?

For Wealth Management Operations Manager jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations Manager jobs in Rhode Island look for?

The top searched job categories for Wealth Management Operations Manager jobs in Rhode Island are:

What cities in Rhode Island are hiring for Wealth Management Operations Manager jobs?

Cities in Rhode Island 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 Rhode Island as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, 5% Hybrid, and 13% Remote job distribution, with an average salary of $62,143 per year, or $29.9 per hour.

Operations Manager

Talent ACQ

Providence, RI • On-site

$90K - $110K/yr

Full-time

Posted 3 days ago

New

Job description

Operations Manager

At Crown Supply Co., Inc., we believe that strategic management can amplify operations, enrich service, and shape our future. Our Operations Manager is pivotal to fulfilling this mission, driving our initiatives and ensuring unmatched efficiencies in the electrical and lighting distribution sector. With roots that have grown deep in Providence since 1947, joined by a robust facility in Milford, Massachusetts, this role is crucial in sustaining our growth trajectory and industry reputation.

Performance Objectives
  • Enhance Operational Efficiency: Spearhead initiatives to optimize inventory management processes, resulting in a 15% reduction in lead times within your first year.
  • Streamline Logistics: Implement advanced logistics solutions to decrease distribution costs by 10% while maintaining current service levels.
  • Drive Team Performance: Lead and mentor a team of 20+, increasing productivity metrics by at least 20% within the first six months.
  • Vendor Management: Establish and negotiate with suppliers to improve cost savings by 8%, without compromising on quality.
  • Customer Relationship Management: Implement systems to improve customer satisfaction ratings by 10% by enhancing service delivery timelines.
  • Financial Oversight: Align budgetary controls to meet or exceed quarterly financial targets, achieving no less than 95% budget compliance.
Environment & Resources

You'll lead a dynamic team located in Providence, partnering closely with cross-functional peers at our Milford branch. You will report directly to the CTO. Leverage cutting-edge supply chain software and a supportive administrative platform to execute responsibilities efficiently.

Essential Qualifications
  • Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
  • Minimum of 5 years of experience in operations management, preferably in the electrical distribution or similar industry.
  • Proven track record of achieving process improvements and cost efficiencies.
  • Exceptional leadership and communication skills, with experience leading teams to success.
  • Proficiency in logistics software and Microsoft Office Suite.
Role Selling Points
  • Join a family-owned business with deep roots and a respected reputation in Southern New England.
  • Enjoy comprehensive opportunities for career advancement in an expanding company.
  • Be part of a company culture that values innovation, teamwork, and continuous improvement.

Ready to shape the future of operations at Crown Supply Co., Inc. and leave a lasting impact on the industry? Apply now and join us in pioneering the next phase of our legacy.