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Wealth Management Operations Manager Jobs in Edison, NJ

TSG Invest

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Wealth Management Advisor

Jersey City, NJ · On-site

$1.0K - $10K/wk

Built on real-world industry experience and relationship-driven business development, the firm connects elite talent with growth opportunities across investment management, alternatives, wealth ...

Nevis

Operations Manager (Product)

New York, NY · On-site

In the future, every wealth management firm will run on Nevis. Nevis was founded by an exceptional ... The Role We are looking for a highly analytical and driven Operations Manager (Product) to work at ...

Financial client

IT Project Manager

Jersey City, NJ · On-site

$102K - $121K/yr

We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business ...

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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 Aug 11, 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 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 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

Manager, Wealth & Asset Management (FSI)

Sia

Manhattan, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Company Description
Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.
Strategy & Management Consulting
Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia's Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.
Job Description
As a Manager supporting our Wealth & Asset Management practice, you will lead client engagements focused on strategy, operating model transformation, AI, data and technology modernization across global asset managers, custodians and institutional banks and providers.
The ideal candidate brings deep expertise in wealth and asset management operations (e.g., trade lifecycle, post-trade processing, middle office, or data management) combined with strong consulting, stakeholder management, and delivery leadership capabilities.
Responsibilities:
In this role, you are expected to:
  • Demonstrate Wealth & Asset Management Operations Expertise: Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing.
  • Apply Knowledge of Financial Markets, Products & Client Solutions: Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services.
  • Translate Technical Concepts into Business Solutions: Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders.
  • Understand the End-to-End Client and Investment Lifecycle: Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms.
  • Navigate Regulatory, Risk & Control Considerations: Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations.
  • Shape Client Solutions & Delivery Approaches: Support clients in defining wealth operation strategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans.
  • Support Business Development: Support management with expansion of client opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clients.
  • Coach & Develop Teams: Supervise, mentor, and evaluate consultants, set clear goals, provide feedback, address team challenges, and contribute to recruiting and capability-building efforts.
  • Contribute to Firm Leadership: Share knowledge and best practices, support internal initiatives, represent Sia externally, and serve as a role model for consultants through professionalism, ownership, and leadership by example.

Qualifications
These qualifications are intended to reflect what may help a candidate succeed as an Manager at Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients.
  • Education: Bachelor's degree in Finance, Business or Engineering or a related field; master's degree preferred.
  • Relevant Experience: 7+ years of relevant work experience in management consulting or industry in Wealth Management / Asset Management or relevant roles in Financial Services, including Investment Banking, Sales and Trading, Fixed Income, Equities, Middle Office or Asset Servicing.
  • Direct, working knowledge of wealth and asset management operations, platforms, and vendor solutions across portfolio management, IBOR/ABOR, OMS/EMS, trading and middle-office workflows, custody, performance and attribution, alternatives, ETFs, managed accounts, reconciliations, exceptions, and operational controls.
  • Strong industry knowledge across wealth and asset management, with the ability to confidently discuss wealth platforms, SMA/UMA models, investment operations, trading workflows, AI use cases, and operating model transformation.
  • Sales & Business Development: Proven ability to originate new business opportunities and create new revenue streams by identifying client needs, developing relationships, shaping consulting solutions, and converting opportunities into sold work.
  • Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, intellectual curiosity, and a willingness to learn in a fast-paced, client-facing environment.

Additional Information
Compensation & Benefits
Sia invests in total rewards that support how our people work, live, and grow.
Compensation
  • Base Salary: $140,000-$150,000. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law.
  • Annual Performance Bonus

Benefits
  • Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP
  • 401(k) with company match and immediate vesting; HSA and FSA options
  • College savings and student loan repayment programs
  • Paid parental leave; generous PTO, nine company holidays, and one floating holiday
  • Cell phone stipend; well-being and professional development programs

Benefits are subject to applicable plan terms and eligibility requirements.
Workplace
Sia values in-person collaboration. When serving clients, consultants may be required to work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, Washington D.C.
Work Authorization
Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future.
Our Commitment
At Sia, we believe in fostering a diverse, equitable, and inclusive culture where our employees and partners are valued and thrive in a sense of belonging.
Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

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