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Wealth Management Operations Manager Jobs in Wyoming

First Interstate Bank

Wealth Advisor I

Sheridan, WY · On-site

$80 - $110/hr

Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking. * Designs, implements, updates, and monitors client comprehensive financial plans.

First Western

Wealth Advisor Analyst

Pinedale, WY

$58K - $78K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Jackson, WY · On-site

$79K - $102K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Pinedale, WY · On-site

$58K - $78K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Jackson, WY · On-site

$79K - $102K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Jackson, WY · On-site

$79K - $102K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Pinedale, WY · On-site

$58K - $78K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Jackson, WY · On-site

$79K - $102K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

First Western

Wealth Advisor Analyst

Pinedale, WY

$58K - $78K/yr

You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing ...

Bish's Group

Operations Manager

Cheyenne, WY · On-site

$90 - $120/hr

Asthe Operations Manager, you willbe responsible foroverseeing andoptimizingthe day-to-day ... This position requires a strategic thinker with strong management skills, a proventrack recordin a ...

New

Bish's RV

Operations Manager

Cheyenne, WY · On-site

As the Operations Manager, you will be responsible for overseeing and optimizing the day-to-day ... This position requires a strategic thinker with strong management skills, a proven track record in ...

Bishs-R

Operations Manager

Cheyenne, WY · On-site

$85 - $125/hr

... operations of our shop ... This position requires a strategic thinker with strong management skills, a proventrack recordin a ...

New

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Wealth Management Operations Manager information

See Wyoming salary details

$29.8K

$61K

$113.9K

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

As of Sep 3, 2026, the average yearly pay for wealth management operations manager in Wyoming is $60,995.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $74,500.00 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 Wyoming?

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

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

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

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

Cities in Wyoming 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 Wyoming as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $60,995 per year, or $29.3 per hour.

Wealth Advisor I

First Interstate BancSystem

Sheridan, WY • On-site

Full-time

Retirement, PTO

Re-posted 15 days ago

Job description

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal
This position is located at our Sheridan, WY Downtown branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Student debt employer repayment program.
  • 401(k) retirement plan with a 6% match.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The position will lead a relationship team and may be responsible for the supervision and motivation of team members.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Expands and enhances existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
  • Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
  • Designs, implements, updates, and monitors client comprehensive financial plans.
  • Ensures retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate's standard for service and retention evolving in First Interstate serving as the client's "Trusted Advisor".
  • Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
  • Performs all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
  • Participates in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
  • Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
  • Participates in community organizations that enhance the individual's and bank's visibility within the community, state, and nation.
  • Performs other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
  • Possess excellent interpersonal and communication skills.
  • Possess extensive understanding of banking and wealth management products and services.
  • Possess excellent leadership and management skills.
  • Possess excellent analytical skills.
  • Team orientated.
  • Ability to prioritize workload and remain adaptable under pressure.
  • Proficient with Microsoft Word, Excel, and PowerPoint.
  • Ability to read, analyze, and comprehend complex issues.
  • Ability to apply policies and procedures.
  • Ability to effectively present information in one-on-one or large group situations to customers, clients, and other employees of the organization.
  • Ability to effectively communicate with supervisor.
  • Ability to review, analyze, and resolve complex problems.
  • Ability to apply common sense understanding to carry out day-to-day issues.
  • Ability to deal with problems involving several variables.

EDUCATION AND/OR EXPERIENCE
  • Bachelor's Degree required
  • Master's Degree preferred
  • 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Sitting - Frequently
  • Standing - Occasionally
  • Noise Level - Moderate
  • Typical Work hours - M-F (8-5)
  • Regular and Predictable Attendance - Required
  • Travel in-state and out-of-state - as needed

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal

Apply