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Wealth Management Operations Manager Jobs in Chicago, IL

Apptad, Inc.

Business Analyst

Naperville, IL · On-site

Key Responsibilities Partner with Wealth Management, Portfolio Management, Trading, Operations, and Technology stakeholders to understand business objectives and define solutions. Gather, analyze ...

CIBC

Senior Audit Manager, Wealth Management

Chicago, IL · Hybrid

$120K - $150K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing The Private Wealth Audit team provides independent assurance across key areas of the Private Wealth Management portfolio ...

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Wealth Management Operations Manager information

See Chicago, IL salary details

$32K

$65.4K

$122.2K

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

As of Sep 3, 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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $65,421 per year, or $31.5 per hour.

Wealth Management Advisor-Kansas City, Kansas

RK Partners

Chicago, IL • On-site

Full-time

Re-posted 18 days ago

Job description

Wealth Management Advisor

Mission Woods, KS

An established and growing wealth management firm is seeking a Wealth Advisor to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity. 

If you're currently at a larger firm where you feel like a number-or lack a clear path to meaningful growth-this role offers a more entrepreneurial environment with the infrastructure to support your success.

What You'll Do

  • Build and grow relationships with high-income professionals and business owners
  • Drive new business through consistent outreach, networking, and referrals
  • Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
  • Lead conversations around investment strategies, retirement planning, and entity-level planning
  • Partner with team members to deliver a high-quality, relationship-driven client experience

What Makes This Opportunity Different

  • Team-Based, Not Siloed: You'll collaborate with experienced advisors and have access to mentorship and shared ideas-without sacrificing your independence
  • Operational Leverage That Accelerates Growth: Once you earn the client's "yes," our established operations team steps in immediately-handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business

What We're Looking For

  • 5-7+ years of experience in wealth management or financial advising
  • Proven track record of business development and client acquisition
    • Ability to speak to annual AUM growth and new assets brought in
  • Strong investment knowledge (more critical than insurance experience)
  • Experience working with affluent clients, business owners, or professionals
  • Highly motivated, activity-driven, and organized
  • Desire to grow within a team environment that still rewards individual ownership

Licensing

  • SIE, Series 7, and Series 63 

 

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