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Wealth Management Operations Manager Jobs in Charleston, SC

Koniag, Inc.

Operations Manager

Charleston, SC · On-site

The ideal candidate will be a strategic leader with extensive facilities management experience, exceptional organizational abilities, and proven success in managing complex operations. The Operations ...

kgs

Operations Manager

Charleston, SC · On-site

The ideal candidate will be a strategic leader with extensive facilities management experience, exceptional organizational abilities, and proven success in managing complex operations. The Operations ...

kgs

Operations Manager

Charleston, SC · On-site

The ideal candidate will be a strategic leader with extensive facilities management experience, exceptional organizational abilities, and proven success in managing complex operations. The Operations ...

Q2 Management, Inc.

Operations Manager

Ridgeville, SC · On-site

... management. * Foster open communication to encourage collaboration, feedback, and Transparency ... The Operations Manager is expected to spend 100% of their time on-site, and reliable transportation ...

Q2 Management, Inc

Operations Manager

Ridgeville, SC · On-site

$70 - $90/hr

... management. * Foster open communication to encourage collaboration, feedback, and Transparency ... The Operations Manager is expected to spend 100% of their time on-site, and reliable transportation ...

CVS Health

Operations Manager

Johns Island, SC · On-site

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

CVS Health

Operations Manager

Mount Pleasant, SC

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

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Wealth Management Operations Manager information

See Charleston, SC salary details

$29.6K

$60.5K

$113K

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

As of Sep 2, 2026, the average yearly pay for wealth management operations manager in Charleston, SC is $60,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $73,900.00 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 the most commonly searched types of Wealth Management Operations jobs in Charleston, SC?

The most popular types of Wealth Management Operations jobs in Charleston, SC are:

What are popular job titles related to Wealth Management Operations Manager jobs in Charleston, SC?

For Wealth Management Operations Manager jobs in Charleston, SC, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations Manager jobs in Charleston, SC look for?

The top searched job categories for Wealth Management Operations Manager jobs in Charleston, SC are:

What cities near Charleston, SC are hiring for Wealth Management Operations Manager jobs?

Cities near Charleston, SC 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 Charleston, SC as of June 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $60,522 per year, or $29.1 per hour.

Wealth Management Advisor

MassMutual South Carolina

Charleston, SC • Remote

Full-time

Re-posted 19 days ago

Job description

About Us:

MassMutual South Carolina is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. We combine the strength and stability of a Fortune 500 brand with a boutique, community-focused culture that empowers our advisors to put clients first.

The Opportunity:

We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy. In this role, you will leverage our robust platform and resources to deliver holistic financial solutions while significantly impacting the growth of your business and your clients' satisfaction. We offer:

  • Competitive commission structure allowances and performance-based bonuses.
  • Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business.
  • Advisor-centric financial strategies tailored to your unique goals.
  • A committed, experienced support team to provide exceptional service in an ever-evolving financial landscape.
  • Open-architecture investment platform to preserve advisor independence.
Job Responsibilities:
  • Cultivate and maintain long-term client relationships through proactive communication and high-touch service.
  • Develop and implement comprehensive, goal-based financial plans tailored to the unique needs of high-net-worth clients.
  • Conduct regular portfolio reviews and rebalancing to ensure investment strategies remain aligned with client risk tolerance and objectives.
  • Collaborate with internal specialists and external partners to provide integrated estate, tax, and risk management solutions.
  • Execute strategic business development initiatives to expand the firm’s assets under management and community footprint.
Desired Qualifications:
  • Proven track record of success in financial advisory, investment management, or private banking.
  • Active FINRA Series 7 and 66 (or 63/65) licenses in good standing.
  • Valid State Life, Accident, and Health Insurance licenses.
  • Exceptional interpersonal and communication skills with the ability to simplify complex financial concepts.
  • Strong analytical proficiency and experience using professional financial planning software.
Nice-to-Haves:
  • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • An established book of business or a strong professional network within the South Carolina market.
  • Advanced knowledge of estate planning, executive benefits, and business succession strategies.
  • Experience with alternative investments and sophisticated tax-mitigation vehicles.
  • Master’s degree in Finance, Business Administration (MBA), or a related field.