Act as discretionary investment manager for assigned accounts in accordance with client objectives ... Effective collaboration with internal partners and the trust operations team We are seeking ...
Act as discretionary investment manager for assigned accounts in accordance with client objectives ... Effective collaboration with internal partners and the trust operations team We are seeking ...
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
Operations Manager
Decatur, 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
Decatur, 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
$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 ...
New
Operations Manager
$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 ...
New
Operations Manager
Decatur, IL · On-site
ESSENTIAL FUNCTIONS: 1. This position is a member of the Regional Management and Safety Teams and ... operations within FEM (including, but not limited to: talent acquisition, retention, personnel ...
Quick apply
Operations Manager
Decatur, IL · On-site
ESSENTIAL FUNCTIONS: 1. This position is a member of the Regional Management and Safety Teams and ... operations within FEM (including, but not limited to: talent acquisition, retention, personnel ...
Drive growth in bank deposits and wealth assets under management through tailored, high-touch ... Align Private Client strategy with enterprise initiatives in marketing, digital, operations, and ...
Drive growth in bank deposits and wealth assets under management through tailored, high-touch ... Align Private Client strategy with enterprise initiatives in marketing, digital, operations, and ...
Drive growth in bank deposits and wealth assets under management through tailored, high-touch ... Align Private Client strategy with enterprise initiatives in marketing, digital, operations, and ...
Drive growth in bank deposits and wealth assets under management through tailored, high-touch ... Align Private Client strategy with enterprise initiatives in marketing, digital, operations, and ...
Agricultural Services and Loan Operations Assistant
Monticello, IL · On-site
$40K - $55K/yr
Agricultural Services and Loan Operations AssistantMONTICELLO, ILFirst State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Quick apply
Agricultural Services and Loan Operations Assistant
Monticello, IL · On-site
$40K - $55K/yr
Agricultural Services and Loan Operations AssistantMONTICELLO, ILFirst State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Agricultural Services and Loan Operations Assistant MONTICELLO, IL First State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Agricultural Services and Loan Operations Assistant MONTICELLO, IL First State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Agricultural Services and Loan Operations Assistant
Monticello, IL · On-site
$40K - $55K/yr
Agricultural Services and Loan Operations Assistant MONTICELLO, IL First State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Agricultural Services and Loan Operations Assistant
Monticello, IL · On-site
$40K - $55K/yr
Agricultural Services and Loan Operations Assistant MONTICELLO, IL First State Bank and Trust is ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Manager, Clinic Operations (Cardiology)
Decatur, IL · On-site
$43.71 - $67.76/hr
Overview The Manager, Clinical Services, is responsible for the day-to-day operations for assigned ... Process and Quality Management: Ability to analyze and design or improve an organizational process ...
New
Manager, Clinic Operations (Cardiology)
Decatur, IL · On-site
$43.71 - $67.76/hr
Overview The Manager, Clinical Services, is responsible for the day-to-day operations for assigned ... Process and Quality Management: Ability to analyze and design or improve an organizational process ...
New
Manager, Clinic Operations (Cardiology)
Decatur, IL · On-site
$43.71 - $67.76/hr
The Manager, Clinical Services, is responsible for the day-to-day operations for assigned specialty ... Process and Quality Management: Ability to analyze and design or improve an organizational process ...
New
Manager, Clinic Operations (Cardiology)
Decatur, IL · On-site
$43.71 - $67.76/hr
The Manager, Clinical Services, is responsible for the day-to-day operations for assigned specialty ... Process and Quality Management: Ability to analyze and design or improve an organizational process ...
New
Project Manager
Decatur, IL · On-site
Estimate all lines of business and submit bids to Operations Manager before submission for approval. Maintains follow up with all parties for daily update on each job. Maintains log of hours and ...
Project Manager
Decatur, IL · On-site
Estimate all lines of business and submit bids to Operations Manager before submission for approval. Maintains follow up with all parties for daily update on each job. Maintains log of hours and ...
Operational Excellence Manager (OPEX)
Lincoln, IL · On-site
$130K - $190K/yr
Strong understanding of Lean management systems and their connection to business strategy, daily operations, and waste elimination. * Broad knowledge of Lean tools and principles, including value ...
Operational Excellence Manager (OPEX)
Lincoln, IL · On-site
$130K - $190K/yr
Strong understanding of Lean management systems and their connection to business strategy, daily operations, and waste elimination. * Broad knowledge of Lean tools and principles, including value ...
Operations Supervisor
Clinton, IL · On-site
$70K/yr
Project a professional corporate image, effective resource management, a sound risk management program, high production standards and business expansion and profitable operations. Pay: $65-70k ...
Operations Supervisor
Clinton, IL · On-site
$70K/yr
Project a professional corporate image, effective resource management, a sound risk management program, high production standards and business expansion and profitable operations. Pay: $65-70k ...
Operations Supervisor
Clinton, IL · On-site
$70K/yr
Project a professional corporate image, effective resource management, a sound risk management program, high production standards and business expansion and profitable operations. Pay: $65-70k ...
Operations Supervisor
Clinton, IL · On-site
$70K/yr
Project a professional corporate image, effective resource management, a sound risk management program, high production standards and business expansion and profitable operations. Pay: $65-70k ...
Property Management Vice President
Decatur, IL · On-site
$65K/yr
The ideal candidate is a seasoned professional who can drive excellence within our property management operations (PMI) while effectively utilizing our independent maintenance arm, to deliver ...
Quick apply
Property Management Vice President
Decatur, IL · On-site
$65K/yr
The ideal candidate is a seasoned professional who can drive excellence within our property management operations (PMI) while effectively utilizing our independent maintenance arm, to deliver ...
Teller Supervisor
Monticello, IL · On-site
$42K - $47K/yr
Manage branch cash levels by ordering currency and coin as needed. * Oversees the operation of the ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Teller Supervisor
Monticello, IL · On-site
$42K - $47K/yr
Manage branch cash levels by ordering currency and coin as needed. * Oversees the operation of the ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Teller Supervisor
$20 - $27.25/hr
Manage branch cash levels by ordering currency and coin as needed. * Oversees the operation of the ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Teller Supervisor
$20 - $27.25/hr
Manage branch cash levels by ordering currency and coin as needed. * Oversees the operation of the ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Teller Supervisor
Monticello, IL · On-site
$42K - $47K/yr
Manage branch cash levels by ordering currency and coin as needed.Oversees the operation of the ATM ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Quick apply
Teller Supervisor
Monticello, IL · On-site
$42K - $47K/yr
Manage branch cash levels by ordering currency and coin as needed.Oversees the operation of the ATM ... wealth management department. You'll find us in Monticello, Champaign, Bloomington, Heyworth ...
Wealth Management Operations Manager information
See Decatur, IL salary details
$30.1K - $37.8K
20% of jobs
$39.7K is the 25th percentile. Wages below this are outliers.
$37.8K - $45.5K
20% of jobs
The median wage is $51.1K / yr.
$45.5K - $53.2K
14% of jobs
$53.2K - $60.9K
9% of jobs
$60.9K - $68.6K
11% of jobs
$70.3K is the 75th percentile. Wages above this are outliers.
$68.6K - $76.4K
6% of jobs
$76.4K - $84.1K
6% of jobs
$84.1K - $91.8K
4% of jobs
$91.8K - $99.5K
3% of jobs
$99.5K - $107.2K
2% of jobs
$107.2K - $114.9K
4% of jobs
$30.1K
$61.6K
$114.9K
How much do wealth management operations manager jobs pay per year?
What are some common challenges faced by wealth management operations managers, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a wealth management operations manager, and why are they important?
What does a wealth management operations manager do?
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.

Full-time
Retirement, PTO
Re-posted 10 hours ago
Job description
Lead with Excellence. Build trusted relationships. Shape longterm financial outcomes.
At Hickory Point Bank & Trust, our Trust and Wealth Management team plays a critical role in helping clients protect, manage, and grow their assets across generations. As an Assistant Vice President (AVP) of Trust and Wealth Management, you will serve as a trusted advisor while overseeing the administration and investment management of fiduciary and wealth management relationships.
This is an opportunity to apply sound judgment, fiduciary expertise, and investment discipline while contributing to the growth and longterm success of our Trust and Wealth Management Department. In addition to managing a portfolio of fiduciary and wealth management accounts, the AVP partners closely with internal teams and supports business development efforts in the Decatur market.
If you are energized by relationship management, fiduciary responsibility, and making a meaningful impact within a community bank, this role offers both responsibility and professional growth.
What you’ll do:
- Oversee trust administration with a strong focus on compliance and risk management
- Assist with policy and procedure review and updates to ensure ongoing regulatory compliance
- Assist divisional leadership with Board and committee reporting as requested
- Support internal and external audits and regulatory examinations (FDIC, IDFPR)
- Prepare court accountings and related documentation for courtsupervised accounts
- Assist with annual fiduciary income tax reporting and filing
- Complete Regulation 9 annual reviews
- Act as discretionary investment manager for assigned accounts in accordance with client objectives, governing documents, and bank policy
- Identify, cultivate, and develop new trust and wealth management relationships
- Assist with departmental initiatives and projects as needed to support client service and operational excellence
- Participate on the Bank’s Trust Administrative Committee and Trust Investment Committee
- Perform other duties as assigned to support the Bank’s continued success
What success looks like
- Wellmanaged fiduciary accounts that align with governing documents, client objectives, and Bank policy
- Strong regulatory compliance, audit readiness, and risk management
- Trusted client relationships built on professionalism, integrity, and service
- Consistent contribution to department growth and referral activity
- Effective collaboration with internal partners and the trust operations team
We are seeking candidates who bring:
- Advanced knowledge of fiduciary administration, trust operations, and investment management
- Strong understanding of regulatory requirements, risk management, and fiduciary best practices
- Ability to analyze and interpret complex trust documents, wills, and court orders
- Excellent written and verbal communication skills with the ability to explain complex concepts clearly
- Strong organizational skills with the ability to manage multiple priorities in a deadlinedriven environment
- High degree of integrity, professionalism, and discretion
- Serviceoriented mindset with demonstrated relationshipbuilding and business development skills
- Ability to work independently while collaborating effectively within a team environment
Education and Experience:
- Minimum of four (4) years of experience in trust administration and/or wealth management
- Bachelor’s degree preferred; completion of trust school and/or relevant industry certifications or designations strongly preferred
- Legal background or significant experience working with fiduciary legal documentation preferred
- Prior banking or financial services experience preferred
- Experience with trust accounting, portfolio management, and fiduciary software platforms preferred
Why Join Us?
- Competitive compensation aligned with experience
- Leadership development and career growth opportunities
- Strong internal partnerships and collaborative culture
- Robust benefits package
- Communitycentered organization with longterm stability
Equal Opportunities Statement
Hickory Point Bank & Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Salary Disclaimer
The salary range provided represents the anticipated starting pay for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.Â
Benefit Package
Benefits available for part-time positions include Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.