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Wealth Management Operations Manager Jobs in Bridgeview, IL

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Asset Management Operations Manager

Aurora, IL · On-site

$115K/yr

Asset Management Operations Manager Responsibilities: * Collaborate with cross-functional partners including Data Center Site Operations, Sourcing, Accounting, Finance, SOX compliance, Trade ...

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Wealth Management Operations Manager information

See Bridgeview, IL salary details

$31.7K

$64.8K

$121K

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 Bridgeview, IL is $64,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $79,100.00 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 job categories do people searching Wealth Management Operations Manager jobs in Bridgeview, IL look for?

The top searched job categories for Wealth Management Operations Manager jobs in Bridgeview, IL are:

What cities near Bridgeview, IL are hiring for Wealth Management Operations Manager jobs?

Cities near Bridgeview, IL 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 Bridgeview, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 4% Hybrid, and 11% Remote job distribution, with an average salary of $64,801 per year, or $31.2 per hour.

Operations Manager-Wealth Management-Tampa, FL

RK Partners

Chicago, IL

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Director of Operations (Client Service & Operations)

About the Firm-ROLE IS IN PERSON in Tampa, FL

This established Private Wealth Management practice delivers sophisticated planning and investment management to high‑net‑worth and ultra‑high‑net‑worth individuals and families. The team specializes in navigating complex financial situations with precision, clarity, and a deeply personalized approach. A strong commitment to clients, employees, and the community has earned national recognition, including multiple industry awards for excellence in wealth management.

The firm is growing and seeking driven professionals who want to build a long‑term career within an elite wealth advisory team. This is a hybrid role based in Tampa, FL.

Position Overview

The Director of Operations is responsible for the day‑to‑day leadership of the firm’s client service and operational functions. Reporting to the COO, this role leads the Client Service Associate (CSA) team, drives operational excellence, supports the consistent delivery of a high‑touch client experience, and helps the organization scale through strong processes, technology adoption, and team development.

The ideal candidate combines people leadership with operational expertise and a technology‑forward mindset. They enjoy developing team members, improving processes, leveraging technology and AI‑enabled tools, and creating scalable systems that support both growth and service excellence.

Core Responsibilities

  • Lead, coach, and develop Client Service Associates (CSAs) and operational staff
  • Establish clear expectations, service standards, and development goals for the team
  • Oversee daily operational workflows and ensure processes and procedures are consistently followed
  • Monitor team workload, capacity, service levels, and turnaround times to support efficient operations and exceptional client service
  • Serve as the primary escalation point for operational and service‑related matters
  • Drive continuous process improvement initiatives that enhance efficiency, accuracy, scalability, and the client experience
  • Champion effective use of CRM, workflow, reporting, and operational technology platforms
  • Leverage data, dashboards, and key performance metrics to identify gaps, improve visibility, and support decision‑making
  • Identify opportunities to automate manual processes and implement AI‑enabled and technology‑driven solutions that improve team productivity and consistency
  • Partner with the COO on operational initiatives, technology enhancements, and organizational improvement efforts
  • Ensure compliance with firm, home office, and regulatory requirements

Qualifications

  • 5+ years of experience in wealth management, financial services, or a comparable professional services environment
  • Proven experience leading, coaching, and developing team members
  • Strong understanding of client service operations and service delivery standards
  • Demonstrated success improving operational processes and driving consistency across teams
  • Experience utilizing CRM systems, workflow platforms, reporting tools, and operational dashboards
  • Technology‑forward mindset with the ability to learn, implement, and drive adoption of new systems and tools
  • Interest in leveraging automation, AI, and emerging technologies to improve operational effectiveness and client service
  • Strong organizational, analytical, and problem‑solving skills
  • Excellent communication and relationship‑building abilities
  • Northwestern Mutual / Private Client Group experience highly preferred
  • Series 7 and 66, and Florida Life and Health 2‑15 license or ability to obtain within required timeframe
  • Bachelor’s degree in Business Administration, Operations Management, Human Resources, Information Systems, Technology Management, Data Analytics, or a related field

What Success Looks Like

  • Day‑to‑day operations run smoothly, consistently, and with minimal disruption
  • Client experience is professional, responsive, and aligned with firm standards
  • Client service and operations teams are well‑trained, appropriately staffed, and clear on expectations
  • Processes are documented, followed, and continuously improved, resulting in fewer errors and greater efficiency
  • Operational issues are identified early and resolved effectively, with appropriate escalation when needed

Why Join

This is an opportunity to play a key leadership role within a growing, nationally recognized wealth management firm. You will help shape the future of operations, develop a high‑performing service team, and drive initiatives that enhance both the client and employee experience.

Compensation & Benefits

Competitive salary and a full range of benefits including:

  • Health / Dental / Vision Insurance
  • Disability Income Insurance
  • 401(k) / Profit Sharing
  • Generous PTO / Paid Holidays
  • Professional development opportunities
  • Reimbursement for continuing education and relevant licensing/designations
  • On‑site fitness center & covered parking
  • Hybrid work‑from‑home option

How We Work

The firm’s culture emphasizes integrity, excellence, tenacity, generosity, and alignment with its core purpose of empowering clients to define and achieve their goals. Team members are expected to uphold:

  • Highest integrity and client‑first decision‑making
  • Commitment to excellence and high‑quality service
  • Tenacity and follow‑through
  • Generosity toward clients, colleagues, and the community
  • Confidentiality and trust
  • Emotional intelligence, professionalism, and constructive communication
  • Collaborative mindset and firm‑wide alignment
  • Adaptability and continuous improvement