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Wealth Management Operations Manager Jobs in West Virginia

Bank of America

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...

First Mid

At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid ...

CVS Health

Operations Manager

Beaver, WV

$18 - $28/hr

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

CVS Health

Operations Manager

Core, WV

$19 - $29/hr

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

CVS Health

Operations Manager

Beaver, WV · On-site

$18 - $28/hr

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

REIC

Operations Manager

Morgantown, WV · On-site

Knowledge of fleet management (dispatching and scheduling), rental operations, or related industries.Ability to analyze data, improve processes, and meet performance goals.A passion for safety ...

REIC

Operations Manager

Morgantown, WV · On-site

Knowledge of fleet management (dispatching and scheduling), rental operations, or related industries. * Ability to analyze data, improve processes, and meet performance goals. * A passion for safety ...

REIC

Operations Manager

Morgantown, WV

Knowledge of fleet management (dispatching and scheduling), rental operations, or related industries. * Ability to analyze data, improve processes, and meet performance goals. * A passion for safety ...

Rayus Radiology

Operations Manager

Wheeling, WV · On-site

Operational responsibilities include, but are not limited to, planning, team member management, budget management, working closely with all partners, maintaining relationships with referring groups ...

Keller Executive Search

Operations Manager

Charleston, WV · On-site

$75K - $95K/yr

Serve as the primary contact for facilities management and vendor coordination, while maintaining OSHA and company safety compliance, including regular safety meetings. * Manage daily operations ...

Gorilla Property Services

Be Seen First

Operations Manager

Morgantown, WV · On-site

$65K/yr

The Operations Manager is responsible for the day-to-day operation of the business, with focus on ... Strong organizational and time-management skills with the ability to manage multiple jobs ...

RAYUS Radiology

Operations Manager

Wheeling, WV · On-site

Operational responsibilities include, but are not limited to, planning, team member management, budget management, working closely with all partners, maintaining relationships with referring groups ...

Gorilla Property Services

Be Seen First

Operations Manager

Morgantown, WV · On-site

$65K/yr

The Operations Manager is responsible for the day-to-day operation of the business, with focus on ... Strong organizational and time-management skills with the ability to manage multiple jobs ...

Ulta Beauty, Inc.

Operations Manager

Charleston, WV

GENERAL SUMMARY & SCOPE The Operations Manager (OM) is responsible for leading through Ulta Beauty ... Use the company's task management tool as directed to prioritize and execute store workload ...

Ulta Beauty

Operations Manager

Charleston, WV · On-site

GENERAL SUMMARY & SCOPE The Operations Manager (OM) is responsible for leading through Ulta Beauty ... Use the company's task management tool as directed to prioritize and execute store workload ...

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Wealth Management Operations Manager information

See West Virginia salary details

$24K

$49.1K

$91.7K

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

As of Aug 30, 2026, the average yearly pay for wealth management operations manager in West Virginia is $49,126.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,700.00 and $60,000.00 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 West Virginia?

The most popular types of Wealth Management Operations jobs in West Virginia are:

What are popular job titles related to Wealth Management Operations Manager jobs in West Virginia?

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

What job categories do people searching Wealth Management Operations Manager jobs in West Virginia look for?

The top searched job categories for Wealth Management Operations Manager jobs in West Virginia are:

What cities in West Virginia are hiring for Wealth Management Operations Manager jobs?

Cities in West Virginia with the most Wealth Management Operations Manager job openings:

Wealth Management Operations Manager jobs near you

Senior Wealth Advisor

Hurricane, WV • On-site

MAI WEALTH MANAGEMENT, INC.
See more jobs at MAI WEALTH MANAGEMENT, INC.external

Full-time

Medical, Dental, Vision, Retirement

Re-posted 8 days ago

Job description


GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES

  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.

 

EXPERIENCE/CREDENTIALS

  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Certified Financial Planner (CFP) 
  • Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills


FEATURED BENEFITS: 

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement


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