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Wealth Management Operations Manager Jobs in Decatur, IL

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 ...

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

New

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 ...

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 ...

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 ...

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 ...

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Wealth Management Operations Manager information

See Decatur, IL salary details

$30.1K

$61.6K

$114.9K

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

As of Aug 9, 2026, the average yearly pay for wealth management operations manager in Decatur, IL is $61,551.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $75,200.00 per year, depending on experience, location, and employer.

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 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 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 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 cities near Decatur, IL are hiring for Wealth Management Operations Manager jobs? Cities near Decatur, IL with the most Wealth Management Operations Manager job openings:
Infographic showing various Wealth Management Operations Manager job openings in Decatur, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $61,551 per year, or $29.6 per hour.

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. 

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.