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Wealth Management Operations Manager Jobs in Boca Raton, FL

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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 ...

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 ...

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 ...

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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 Sep 14, 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:

Infographic showing various Wealth Management Operations Manager job openings in Boca Raton, FL as of September 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.

Operations Manager

Dania Beach, FL β€’ On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Job description

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(301) 831-1000

World Leader in Infrastructure & Facilities Maintenance Management

For over 60 years, Jorgensen has provided a diverse range of facility and highway infrastructure, consulting, maintenance, and management services.

Job Openings >> Operations Manager
Operations Manager
Summary
Title: Operations Manager ID: 5336 - INV Division: ISD Region: Florida Location: Dania Beach, FL
Description

Operations Manager
Β 

Roy Jorgensen Associates, Inc. (Jorgensen) is a world leader in maintenance management. For over 65 years Jorgensen has provided a diverse range of facility and highway infrastructure, consulting, maintenance and management services. Our firm is focused on the operations and maintenance of transportation and public works infrastructure assets. Our maintenance operations are comprised of professional engineers, certified quality control inspectors, and experienced maintenance technicians with proficiency developing and executing highway infrastructure maintenance contracts throughout the United States. We know how to identify and implement innovative solutions for our client's toughest challenges.
Position Summary: Roy Jorgensen Associates, Inc. is currently seeking a full-time Operations ManagerΒ to perform and oversee highway maintenance/ repairs operations based in Dania Beach, FLΒ area. This position requires performing a variety of tasks related to highway maintenance, including but not limited to structure maintenance and repair, bridge maintenance and repair, pavement repairs consisting of full depth and partial depth, guardrail repair, and more. Adherence to all applicable federal, state, and local regulations, as well as Jorgensen company policies and procedures. Salary: Depends on experience, licenses, and certifications.
Schedule:Β Full time; Must be flexible and work varying schedules including nights and weekends if needed.Β 
Required Experience:
Β 

  • Minimum of five (5) years of industry related experience
  • Basic knowledge Microsoft Excel, Word, PowerPoint and Google Earth Strong
  • Leadership qualities; must have experience in overseeing, directing and leading construction crews.
  • Strong organizational skills for scheduling & work planning as well as oversight of maintenance crews to ensure work execution/completion
  • Must have Traffic Control experience
  • Full depth concrete pavement repairsΒ 


Preferred Experience:
Β 

  • Bilingual (English/Spanish)
  • Experience with projects using FDOT standard specifications
  • CDL A


Clean driving record is essential
Must pass criminal background check

Summary of Major Responsibilities:
Β 

  • Oversee day-to-day operations, including understanding scope of services, contract requirements, organizational structure, staffing, work plans, budgets, fleet management, vendor management, reporting, inventory, quality control, training, and continuous improvement
  • Manage key financial indicators along with Regional Manager; demonstrate improvement against budget and prior periods
  • Lead by example, ensuring professionalism, responsiveness, and quality in all business conduct, and instill these values throughout the organization
  • Collaborate with Project & Regional Managers to address client issues, develop action plans, and enhance operational efficiency
  • Recruit, develop, retain, and reward talented workforce, while ensuring compliance with standards and specifications
  • Conduct career evaluations for direct reports and field staff
  • Responsible weekly planning and scheduling of work


Qualifications:
Β 

  • High School Diploma/GED
  • Maintain company standards for background checks (i.e. criminal record, driving record and controlled substance/drug testing)
  • Operating and maintaining company vehicles and equipment
  • Knowledge of local driving rules and regulations
  • Carry out arithmetic functions
  • Maintain proper safety equipment required for each job
  • Knowledge and ability to adapt to the latest technology
  • Ability to use smart phone and applications
  • Ability to adjust to changing work schedule
  • Ability to work safely under ranging environmental and weather conditions
  • Capable of lifting up to 50 pounds; strenuous manual labor may be required
  • Ability to operate hand/power tools

Total Compensation Package to include: FREE PPE! Competitive base pay, annual profitability-based bonus, eligible for referral bonus, recognition incentives and extensive training opportunities. Comprehensive Benefit Plan options for full time employees to include: Health, Vision, & Dental insurance, 401(k) Retirement Plan, Vacation, Sick, 12 paid Holidays, Life Insurance, Long Term Disability coverage, Flexible Spending Accounts, Pet Insurance Discount, Health Savings Accounts, Critical Illness coverage, Employee Assistance Plans and more!
Company will conduct Background check, MVR and Controlled Substance testing prior to hire.
Roy Jorgensen Associates, Inc. is an Equal Opportunity Employer and is committed to diversity in our workforce. EOE/M/F/D/V
Apply Now

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Roy Jorgensen Associates, Inc.

3735 Buckeystown Pike Buckeystown, MD 21717-0070

contactus@royjorgensen.com

(301) 831-1000

Fax: (301) 874-2876

Copyright 2023

Roy Jorgensen Associates, Inc.

All Rights Reserved.
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