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Wealth Management Operations Manager Jobs in Boca Raton, FL

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

Operations Manager - Boca Raton, FL (Onsite) Our client is a well-established, highly respected ... This is a rare opportunity to join a collaborative, 13-person boutique wealth management firm where ...

Crunch Fitness

Operations Manager

Green Acres, FL · On-site

Operations Manager- Greenacres Club Here We GROW Again! Are you ready to step into a leadership ... management. * Support retention efforts through cancel-save processes, follow-up calls with ...

Crunch Fitness

Operations Manager

Lake Worth, FL · On-site

Operations Manager- Lake Worth Club Here We GROW Again! Are you ready to step into a leadership ... management. * Support retention efforts through cancel-save processes, follow-up calls with ...

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Wealth Management Operations Manager information

See Boca Raton, FL salary details

$29.4K

$60.2K

$112.5K

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

As of Aug 22, 2026, the average yearly pay for wealth management operations manager in Boca Raton, FL is $60,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $73,500.00 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 Boca Raton, FL?

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

What job categories do people searching Wealth Management Operations Manager jobs in Boca Raton, FL look for?

The top searched job categories for Wealth Management Operations Manager jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Wealth Management Operations Manager jobs?

Cities near Boca Raton, FL 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 Boca Raton, FL as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $60,218 per year, or $29 per hour.

2027 | Americas | West Palm Beach | Wealth Management, Private Wealth Management | New Associate

Goldman Sachs

West Palm Beach, FL • On-site

$15.25 - $20.25/hr

Full-time

Posted 7 days ago

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

88th of 171 rated banks

Job description


About the program

Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients.

As a participant, you will:

Receive the tools needed for professional growth and career advancement
Encounter new opportunities and challenges that will prepare you for the next level
Build your professional network and interact with colleagues across the firm 

Submitting Your Application
  • Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
  • A single applicant should not create multiple email addresses to apply to additional opportunities 

About the division

Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions. We are committed to helping a diverse global client base-including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individuals-achieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets under supervision, AWM delivers innovative solutions across traditional public investing and alternative investments, with a focus on long-term performance and client success.

A career within AWM at Goldman Sachs means joining a dynamic environment that fosters growth, diversity, and professional development. Our culture values integrity, transparency, and collaboration, encouraging individuals to work as part of a diverse team passionate about their craft and clients. AWM professionals participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We emphasize an apprenticeship culture, enabling junior team members to learn directly from seasoned professionals.

Wealth Management:

Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to reach their financial goals. Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Our growth is driven by a relentless focus on clients and customers, our people, and leading-edge technology, data, and design.

What Goldman Sachs employees say

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Benefits

Hours and flexibility

Workplace

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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