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Wealth Management Operations Manager Jobs in Atlanta, GA

Construction Execs

Operations Manager

Suwanee, GA · On-site

$120K - $160K/yr

Requirements: - Bachelor's degree in Construction Management, Operations Management, or a related field, - Proven experience as a commercial/industrial construction Project Manager, ability to coach ...

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Wealth Management Operations Manager information

See Atlanta, GA salary details

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

As of Sep 4, 2026, the average yearly pay for wealth management operations manager in Atlanta, GA is $61,023.00, 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 Atlanta, GA?

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

What job categories do people searching Wealth Management Operations Manager jobs in Atlanta, GA look for?

The top searched job categories for Wealth Management Operations Manager jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Wealth Management Operations Manager jobs?

Cities near Atlanta, GA with the most Wealth Management Operations Manager job openings:

Wealth Management Operations Manager jobs near you

Senior Wealth Manager - Bluerock Wealth Management

Hightower

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Your Future Team
Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve.
Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. Make a plan. Make an investment. Make a difference.
We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role.
What You'll Do
We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients' lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the practice.
  • Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
  • Conduct in-depth reviews for clients and prospective clients
  • Develop financial plans and strategies
  • Facilitate meetings with clients and potential clients
  • Identify opportunities or pitfalls that may be present when it comes to all facets of a client's financial picture
  • Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
  • Work with members of the operations, planning and investment teams to create/incorporate best practices
  • Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
  • Assist partners with business development including closing leads and helping increase client wallet share

What You'll Bring
  • Bachelor's Degree in finance or accounting.
  • 7+ years in client facing role.
  • CFP®, CPA or CFA designation required.
  • Detailed knowledge of tax knowledge is required.
  • Detailed knowledge of complex estate planning concepts and implementation.
  • Familiarity with the aspects of working with small business owners and physicians.
  • Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
  • Ability to get started with building trust with existing and new clients.
  • Knowledge of the fee-only space will be given preference.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • 401k Matching Plan
  • Paid Parental Leave
  • Student Loan Assistance
  • Pet Insurance
  • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
  • Work/life Balance: Vacation time, flexible schedule
  • Career Path Opportunities

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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