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Wealth Management Operations Manager Jobs in Chicago, IL

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Wealth Management Operations Manager information

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$32K

$65.4K

$122.2K

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

As of Aug 29, 2026, the average yearly pay for wealth management operations manager in Chicago, IL is $65,421.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $79,900.00 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 Chicago, IL?

The most popular types of Wealth Management Operations jobs in Chicago, IL are:

What are popular job titles related to Wealth Management Operations Manager jobs in Chicago, IL?

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

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

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

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

Cities near Chicago, 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 Chicago, IL as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% In-person job distribution, with an average salary of $65,421 per year, or $31.5 per hour.

Wealth Management Operations Lead & Compliance

Crystal Lake, IL • On-site

A Hiring Company
See more jobs at A Hiring Companyexternal

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

The American Community Wealth Management (ACWM) Operations Manager leads process improvement and provides effective, efficient and consistent administrative, client service, operational, and compliance support to the wealth management department. The role is structured to deliver a high-quality client experience while ensuring operational accuracy, regulatory adherence, and internal process discipline and improvement. Candidates must obtain required licensure within 12 months of hire if not currently licensed. Visit our website at https://www.amcomwealth.com/ What You'll Do Direct Client Service – Individual & Family Accounts Deliver high-level client communication in person, by phone, and via email/portal. Resolve client inquiries promptly and professionally, with timely follow-up. Drive client adoption of technology platforms and provide user support. Direct Client Service – Retirement Plan (401(k)) Clients Prepare documentation to solicit, open, and maintain retirement plan relationships. Coordinate account setup and servicing for plan clients. Collaborate with advisors and partners to ensure smooth plan administration. Operations & Account Administration Manage and optimize daily account‐processing workflows, identifying and implementing efficiency improvements. Maintain compliant, well-organized client records and documentation. Implement and leverage technology enhancements to increase team productivity. Own production of internal reports for senior management and billing. Audit, Risk & Compliance Management Prepare documentation and reconciliations for internal audits and risk assessments. Research historical account data to support audit and compliance inquiries. Ensure adherence to regulatory requirements and licensing standards, as applicable. Competencies Communication Client Orientation Strong organizational skills Adaptability and flexibility Integrity and ethical judgment Relationship Building and interpersonal skills Results‐driven mindset Personal accountability and initiative Microsoft Office Suite (Word, Excel, PowerPoint) Experience with wealth management platforms (e.g., Black Diamond) Education Associate degree in a business‐related field preferred or equivalent work experience. FINRA Series 7 and 66 (or Series 63/65) strongly preferred; must obtain required licensure within 12 months if not currently licensed. Experience Minimum 10 years of administrative or related experience. Prior wealth management administrative experience required. Pre-Employment Screening All candidates are invited to take our pre‐employment screening ahead of time, by copying and pasting this link to complete the assessment: https://www.ondemandassessment.com/o/JB-I55PU5FDF/landing?u=1089394 Equal Opportunity Statement American Community Bank & Trust (ACBT) is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, age, sex, national origin, non‐disqualifying physical or mental disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state or local laws. All employment decisions are made on the basis of qualifications, merit and business need. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Employment Details Full‐Time; Exempt This is an on‐site role; our in‐office culture prioritizes relationship‐building and collaboration. 401k, Medical, Vision, Dental, Disability, Life $70,000 - $90,000 per year, commensurate with experience #J-18808-Ljbffr

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