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Wealth Management Operations Manager Jobs in Bridgeview, IL

System One

Data Architect- Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

This hands-on Data Architect role will define the data architecture that powers Wealth Management analytics while partnering with engineers, analysts, and business stakeholders. You'll establish ...

System One

Data Architect- Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

This hands-on Data Architect role will define the data architecture that powers Wealth Management analytics while partnering with engineers, analysts, and business stakeholders. You'll establish ...

System One

Data Architect - Wealth Management

Chicago, IL · On-site

$65.75 - $84.50/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

System One

Data Architect - Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

System One

Data Architect - Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

hightower

Wealth Advisor

Oak Brook, IL · Hybrid

... 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 ...

System One

Data Architect - Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

System One

Data Architect - Wealth Management

Chicago, IL · On-site

$65.75 - $84.50/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

System One

Data Architect - Wealth Management

Chicago, IL · On-site

$65.75 - $84.50/hr

Data Architect- Wealth Management Position Description Join a collaborative data and analytics team building a modern, cloud native data platform on AWS. In this hands on architecture role, you will ...

System One

Data Architect- Wealth Management

Naperville, IL · On-site

$63.25 - $81.25/hr

Data Architect- Wealth Management Location: Naperville, IL Type: Direct Hire Compensation: Open Work Model: Onsite Hours: 40.0 Security Clearance: N/A Responsibilities * Design and maintain the end ...

Quincy Wells Group

Be Seen First

Operations Analyst

Chicago, IL · On-site

$55K - $70K/yr

Company Description Quincy Wells Group is a newly established, holistic wealth management firm that ... operations, compliance, and advisory functions. Our mission is to provide exceptional service to ...

Mariner

Wealth Advisor

Oakbrook Terrace, IL · On-site

$90K - $135K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

System One

Data Architect- Wealth Management

Naperville, IL · On-site

$63.75 - $82/hr

Data Architect- Wealth Management Location: Naperville, IL Type: Direct Hire Compensation: Open Work Model: Onsite Hours: 40.0 Security Clearance: N/A Responsibilities * Design and maintain the end ...

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All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Bridgeview, IL

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 9, 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 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 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 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 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 100% In-person job distribution, with an average salary of $64,801 per year, or $31.2 per hour.

Data Architect- Wealth Management

System One

Naperville, IL • On-site

$63.75 - $82/hr

Other

Posted 25 days ago

Job description

Data Architect Location: Hybrid, Naperville, IL Duration: 6+ Months with Extention Job Summary Join a collaborative Data & Analytics team building a modern cloud-native data platform on AWS. This hands-on Data Architect role will define the data architecture that powers Wealth Management analytics while partnering with engineers, analysts, and business stakeholders. You'll establish enterprise data standards, governance, and scalable AWS-based data solutions. Key Responsibilities

  • Design end-to-end AWS data architecture for Wealth Management platforms.
  • Build and maintain data lakes, lakehouses, warehouses, and streaming pipelines.
  • Develop conceptual, logical, and physical data models.
  • Design models for clients, households, accounts, portfolios, holdings, transactions, and advisor relationships.
  • Establish enterprise standards for data ingestion, transformation, storage, and consumption.
  • Design regulatory reporting solutions (SEC, FINRA, Reg BI, SOX).
  • Lead Data Governance, Data Quality, Metadata, Cataloging, and MDM initiatives.
  • Implement secure architecture with encryption, IAM, KMS, and PII/PCI compliance.
  • Guide engineering teams and review technical designs.
  • Evaluate AWS services based on scalability, performance, and cost.
  • Support batch and real-time integrations with portfolio, CRM, custody, and market data systems.
  • Enable BI, reporting, and ML/Analytics use cases.
Must-Have Skills
  • 10–12+ years of Data Engineering/Data Architecture experience
  • Banking & Financial Services domain
  • Wealth Management, Asset Management, Private Banking, or Brokerage experience
  • AWS Data Platform Architecture
  • Data Modeling (Dimensional, Data Vault, 3NF)
  • Data Lake/Lakehouse & Data Warehouse Architecture
  • ETL/ELT Design
  • Data Governance, Metadata, Data Quality & Lineage
  • Advanced SQL & Python
  • Infrastructure as Code (Terraform/CloudFormation)
AWS Technologies
  • Storage & Analytics: S3, Redshift, EMR, Athena, Glue, Lake Formation
  • Lakehouse: Parquet, Iceberg, Delta Lake
  • Streaming: Kinesis, MSK (Kafka)
  • Serverless: Lambda, Step Functions, MWAA (Airflow)
  • Databases: RDS, Aurora, DynamoDB
  • Security: IAM, KMS, Encryption
BI Tools
  • QuickSight
  • Tableau
  • Power BI
Nice-to-Have
  • AWS Certifications
  • TOGAF
  • Collibra or Alation
  • Bloomberg or Refinitiv
  • Portfolio Accounting Systems
  • Machine Learning / Advanced Analytics
  • Data Mesh Architecture
  • Wealth Management Regulatory Reporting Experience
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