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Wealth Management Operations Manager Jobs in Edison, NJ

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$175K - $250K/yr

Practice Lead, Wealth Management Location: New York, North Carolina, Chicago, Texas, Florida, US ... Partner with Operations, Technology, Compliance, Risk, and Product teams to ensure practice ...

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Wealth Management Operations Manager information

See Edison, NJ salary details

$32.1K

$65.7K

$122.7K

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

As of Sep 4, 2026, the average yearly pay for wealth management operations manager in Edison, NJ is $65,693.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $80,200.00 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 job categories do people searching Wealth Management Operations Manager jobs in Edison, NJ look for?

The top searched job categories for Wealth Management Operations Manager jobs in Edison, NJ are:

What cities near Edison, NJ are hiring for Wealth Management Operations Manager jobs?

Cities near Edison, NJ with the most Wealth Management Operations Manager job openings:

Wealth Management Operations Manager jobs near you

Wealth Management Analytics Manager

Lord Abbett.com

Jersey City, NJ • On-site

$100 - $130/hr

Other

Re-posted 6 days ago

Job description

The Role

This role will play a critical role in advancing Lord Abbett’s wealth management business through high-impact analytics, data stewardship, and domain expertise. This role is primarily responsible for generating insightful analytics for wealth management intermediary clients and prospects and for supporting wealth management client master data domain knowledge. The position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution.

We’ll trust you to:
  • Deliver High-Quality Analytics: Ensure the timely and accurate delivery of analytics to support platform managers and field sales as well as internal stakeholders such marketing teams.
  • Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.
  • Completing ad hoc requests for research, analysis, and reporting by pulling from diverse internal and external data sources, implementing the appropriate method of analysis and offering meaningful insights.
  • Advance Data Strategy and Roadmap: Contribute to the development and execution of the client master and analytics roadmap, promoting the strategic use of data to identify and implement growth opportunities for Lord Abbett sales teams.
  • Drive Client Strategy Through Analytics: Utilize data to define, track, and evaluate client segmentation and product commercialization efforts, and execution effectiveness.
  • Collaborate on Data Architecture and Operations: Partner with Data and Technology teams to design and manage client master, streamline data operations, and provide input on data architecture requirements.
  • Lead Strategic Projects: Own and manage cross-functional initiatives from problem identification through solution design to implementation, ensuring measurable business impact.
  • Deep expertise in 1st party transactions, asset and activity data and translating them into actionable insights.
  • Fostering a culture of data literacy, transparency and KPI tracking throughout the organization.
You’ll need to have:
  • 5+ years of experience in analytics, data strategy, or business intelligence within asset management or financial services, with wealth management intermediary exposure strongly preferred.
  • Proven ability to collaborate with field sales and platform relations leaders, as well as portfolio specialists, by converting business needs into clear technical requirements and impactful solutions.
  • Demonstrated leadership in distribution-focused initiatives and client insight strategies, particularly for clients utilizing model portfolios, SMAs, and alternative investment products.
  • A rare blend of hands‑on data analytics capabilities and direct sales experience, enabling a holistic understanding of both technical and commercial dimensions.
  • The successful candidate will demonstrate high personal initiative, the ability to work independently and be a strong team player.
  • Strong focus on stakeholder service, with the ability to think strategically and develop innovative approaches to data optimization, storytelling, and go‑to‑market execution.
  • Strong analytical and organizational skills with exceptional attention to detail.
  • Demonstrated intellectual curiosity and willingness to learn complex data and reporting flows.
  • Service‑oriented mindset with a strong sense of ownership and accountability.
  • Excellent analytical, communication, and stakeholder management skills.
  • Ability to work independently in a fast‑paced, high‑visibility environment while collaborating across teams.
  • Strong proficiency in SQL.
  • Deep expertise in data visualization tools such as Power BI or Tableau.
  • Advanced Excel skills required.
  • Exceptional storyboarding skills using MS PowerPoint.
  • Proficiency in data analysis and database queries (SQL, Snowflake, AWS, PYTHON).
  • Proficiency in Microsoft Office (Excel, PowerPoint).
  • Deep understanding of CRM and connectivity to transaction and account management systems.
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