As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
Wealth Advisor - PNC Wealth Management
$63K - $127K/yr
As a Wealth Advisor in PNC Wealth Management, you will be based in Illinois. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Wealth Advisor - PNC Wealth Management
$63K - $127K/yr
As a Wealth Advisor in PNC Wealth Management, you will be based in Illinois. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Wealth Advisor - PNC Wealth Management
$63K - $127K/yr
As a Wealth Advisor in PNC Wealth Management, you will be based in Illinois. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Wealth Advisor - PNC Wealth Management
$63K - $127K/yr
As a Wealth Advisor in PNC Wealth Management, you will be based in Illinois. PNC is an in-office ... We encourage candidates to connect with their recruiter and hiring manager to understand workplace ...
Act as discretionary investment manager for assigned accounts in alignment with client objectives ... Advanced expertise in fiduciary administration, trust operations, and investment management
Act as discretionary investment manager for assigned accounts in alignment with client objectives ... Advanced expertise in fiduciary administration, trust operations, and investment management
Wealth Management Client Services Specialist
Urbana, IL · On-site
$25 - $29/hr
Wealth Management Client Services Specialist The Wealth Management Client Services Specialist will possess a level of knowledge and experience that allows them to make recommendations and communicate ...
Wealth Management Client Services Specialist
Urbana, IL · On-site
$25 - $29/hr
Wealth Management Client Services Specialist The Wealth Management Client Services Specialist will possess a level of knowledge and experience that allows them to make recommendations and communicate ...
Wealth Advisor Associate
Urbana, IL · On-site
$55K - $68K/yr
Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.
Wealth Advisor Associate
Urbana, IL · On-site
$55K - $68K/yr
Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.
Wealth Advisor Associate
$55K - $68K/yr
Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.
Wealth Advisor Associate
$55K - $68K/yr
Position Summary The Wealth Advisor Associate cultivates and manages a portfolio of Wealth Management clients, guided and mentored by a Managing Director or seasoned Private/Fiduciary Wealth Advisor.
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
Operations Manager
Mahomet, IL · On-site
$19 - $29/hr
Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...
Operations Manager
Mahomet, IL · On-site
$19 - $29/hr
Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...
Operations Manager
Rantoul, IL · On-site
$19 - $29/hr
Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...
Operations Manager
Rantoul, IL · On-site
$19 - $29/hr
Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...
Wealth Management Client Services Specialist
Urbana, IL · On-site
$25 - $29/hr
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
Wealth Management Client Services Specialist
Urbana, IL · On-site
$25 - $29/hr
Position Summary The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Quick apply
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager
Champaign, IL · On-site
$23 - $23.75/hr
Executes shift management meeting Raising Cane's operations and safety standards * Uses required tools, forms and logs to support shift execution, document results and take corrective action when ...
Operations Manager, RSR
Champaign, IL · On-site
ABOUT AMAZON Our Worldwide Operations network delivers millions of packages and smiles to Amazon ... management experience - Bachelor's degree or equivalent, or 2+ years of Amazon (blue badge/FTE ...
Operations Manager, RSR
Champaign, IL · On-site
ABOUT AMAZON Our Worldwide Operations network delivers millions of packages and smiles to Amazon ... management experience - Bachelor's degree or equivalent, or 2+ years of Amazon (blue badge/FTE ...
Pharmacy Operations Manager
Champaign, IL · On-site
... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...
Pharmacy Operations Manager
Champaign, IL · On-site
... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...
Pharmacy Operations Manager
Mahomet, IL · On-site
... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...
Pharmacy Operations Manager
Mahomet, IL · On-site
... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...
Wealth Management Operations Manager information
See Champaign, IL salary details
$31K - $39K
20% of jobs
$41K is the 25th percentile. Wages below this are outliers.
$39K - $47K
20% of jobs
The median wage is $52.8K / yr.
$47K - $54.9K
14% of jobs
$54.9K - $62.9K
9% of jobs
$62.9K - $70.9K
11% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$70.9K - $78.8K
6% of jobs
$78.8K - $86.8K
6% of jobs
$86.8K - $94.8K
4% of jobs
$94.8K - $102.7K
3% of jobs
$102.7K - $110.7K
2% of jobs
$110.7K - $118.7K
4% of jobs
$31K
$63.5K
$118.7K
How much do wealth management operations manager jobs pay per year?
As of Aug 26, 2026, the average yearly pay for wealth management operations manager in Champaign, IL is $63,549.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $77,600.00 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?
| Aspect | Wealth Management Operations Manager | Financial Advisor |
|---|---|---|
| Primary Role | Oversees operational processes, compliance, and client account administration within wealth management firms. | Provides personalized financial planning and investment advice to clients. |
| Required Credentials | Typically 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 Environment | Works 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 Champaign, IL look for?
The top searched job categories for Wealth Management Operations Manager jobs in Champaign, IL are:
What cities near Champaign, IL are hiring for Wealth Management Operations Manager jobs?
Cities near Champaign, IL with the most Wealth Management Operations Manager job openings:
Full-time
Medical, Life, Retirement
Re-posted 7 days ago
TIAA rating
9.1
Based on 26 frontline employees who took The Breakroom Quiz
Job description
Rooted in Mission. Powered by Your Practice.
As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
The Experience You Bring
Required:
Preferred:
Rewarding the Practice You Build
This is a sales role - in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.
TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
Anticipated Posting End Date:
2026-09-30
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
- Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
- Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
- Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Bring a thoughtful, creative, and entrepreneurial approach to practice growth - always centered on what's best for your clients
The Experience You Bring
Required:
- 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
- Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
- Thrives with both autonomy and accountability
- FINRA Series 7 and Series 63; Series 65 or 66
- Life and Health Insurance License - all licenses must be obtained within 120 days of start date
Preferred:
- Life and Health Insurance License (Resident State) Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion
Rewarding the Practice You Build
This is a sales role - in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.
TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
Anticipated Posting End Date:
2026-09-30
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
About TIAA
Sourced by ZipRecruiter
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1918