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Wealth Management Operations Manager Jobs in Jupiter, FL

Echelon

Operations Manager

Stuart, FL · On-site

$65K - $95K/yr

Bachelor's degree in Business Administration, Operations Management, Communications, or related field preferred. * 3-7 years of operations management and/or customer service leadership experience.

BrightView

Operations Manager

Boynton Beach, FL · On-site

The Operations Manager is responsible for overseeing the day-to-day branch operations, ensuring ... Forecasting and Labor Management: Execute weekly and monthly labor planner, monitor expenses ...

Floor & Décor

Operations Manager

Port Saint Lucie, FL · On-site

Operations * Demonstrated ability to read and review a profit and loss statement to identify areas ... Coordinate facility management to guarantee the safety and security of customers and employees ...

Yardnique, Inc.

Operations Manager

Lake Park, FL · On-site

Description The Operations Manager is an experienced professional responsible for planning ... Maintains and reviews job cost reports for grounds management contract work and work order work.

ThompsonGas

Operations Manager

West Palm Beach, FL · On-site

ThompsonGas Operations Manager ThompsonGas is the nation's fastest growing propane retailer, and we are looking for innovative, outside of the box thinkers who want to make an impact. We are ...

Amazon

Operations Manager

Jupiter, FL · On-site

Our Worldwide Operations network delivers millions of packages and smiles to Amazon customers every ... management experience - Bachelor's degree or equivalent, or 2+ years of Amazon (blue badge/FTE ...

New York Life

Be Seen First

Wealth Management Manager / Director

Palm Beach Gardens, FL · On-site

$100K - $150K/yr

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from ...

Crunch Fitness

Operations Manager

Palm Beach Gardens, FL · On-site

$30K - $45K/yr

Our Front Desk Manager is responsible for the successful operation of the front desk. This individual hires, trains, manages, and oversees the front desk staff to ensure members receive the highest ...

Crunch Fitness

Operations Manager

Stuart, FL · On-site

$30K - $45K/yr

Our Front Desk Manager is responsible for the successful operation of the front desk. This individual hires, trains, manages, and oversees the front desk staff to ensure members receive the highest ...

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Wealth Management Operations Manager information

See Jupiter, FL salary details

$30.3K

$62K

$115.9K

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

As of Aug 30, 2026, the average yearly pay for wealth management operations manager in Jupiter, FL is $62,049.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,100.00 and $75,800.00 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 popular job titles related to Wealth Management Operations Manager jobs in Jupiter, FL?

For Wealth Management Operations Manager jobs in Jupiter, FL, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations Manager jobs in Jupiter, FL look for?

The top searched job categories for Wealth Management Operations Manager jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Wealth Management Operations Manager jobs?

Cities near Jupiter, FL 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 Jupiter, FL as of June 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Temporary. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $62,049 per year, or $29.8 per hour.

Operations Manager

Stuart, FL • On-site

Echelon
51 - 200 employees
Learn more about Echelonexternal

$65K - $95K/yr

Full-time

Re-posted 12 days ago

Job description

We are Echelon, a global fitness, wellness, and sports leader!
Welcome to the heartbeat of Echelon Fitness, where we're not just raising the bar; we're rewriting the entire fitness playbook. Think of us as the rebels of the fitness world-the ones who dare to blur the lines between sweat sessions and entertainment extravaganzas.
Here at Echelon, we're more than just a company; we're a movement. Picture a team of driven individuals who eat challenges for breakfast and wash them down with a protein shake. We're the tech junkies, the fitness fanatics, the creative sparks, and the unapologetic dreamers, all converging to create something truly extraordinary.
So, if you're ready to break free from the ordinary and dive headfirst into a world where fitness meets multimedia magic, you've found your tribe. Join us as we redefine what it means to break a sweat and break boundaries simultaneously. With Echelon Fitness, the future of fitness isn't just bright-it's downright exhilarating. Let's rewrite the rules together.
The Operations Manager will oversee daily operational activities and lead the Customer Service team in delivering exceptional support experiences across phone, email, and chat channels. This role is responsible for driving operational excellence, improving customer and member satisfaction, developing scalable processes, and partnering cross-functionally to support continued company growth. The ideal candidate is an experienced leader with strong communication, analytical, and process improvement skills who thrives in a fast-paced fitness and technology environment.
Key Responsibilities
Customer Service Leadership
  • Provide day-to-day leadership of the Customer Service team as they deliver live phone, email, and chat support for customers and members using Echelon equipment and membership plans.
  • Lead, mentor, and grow the Customer Service team while fostering a culture focused on accountability, engagement, and customer satisfaction.
  • Coach and develop team members to ensure customer and member satisfaction improves with every interaction.
  • Serve as the final point of escalation for customers and members requiring elevated levels of care and issue resolution.
  • Ensure accurate record-keeping and documentation of customer and member service actions, communications, and resolutions.

Operational Excellence
  • Achieve established service level agreements (SLAs) while proactively improving workflows, training programs, and operational procedures to exceed performance targets.
  • Develop and execute a customer service roadmap and strategic initiatives to support scalable, best-in-class customer and member experiences.
  • Identify operational inefficiencies and implement process improvements that enhance productivity, service quality, and team performance.
  • Collect, analyze, and synthesize operational and customer service data to recommend improvements in tools, techniques, systems, and workflows.
  • Anticipate operational needs and challenges while providing seamless solutions in a fast-paced environment.

Cross-Functional Collaboration
  • Partner with Product, Marketing, and Operations teams to develop and analyze metrics measuring team growth, operational efficiency, and customer satisfaction.
  • Foster effective communication and collaboration with cross-functional teams to support company initiatives and streamline processes.
  • Support implementation of new operational strategies, product launches, and customer experience enhancements.

Compliance & Reporting
  • Ensure all activities are conducted in compliance with applicable company policies, procedures, regulations, and operational standards.
  • Monitor operational KPIs and prepare reports for leadership regarding team performance, customer trends, and service improvements.
  • Maintain organized operational documentation and reporting systems.

Qualifications
  • Bachelor's degree in Business Administration, Operations Management, Communications, or related field preferred.
  • 3-7 years of operations management and/or customer service leadership experience.
  • Experience managing customer support teams in a high-volume environment.
  • Strong leadership, coaching, and team development skills.
  • Excellent organizational, analytical, and problem-solving abilities.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities and adapt in a fast-paced environment.
  • Experience with CRM platforms, customer support systems, and reporting tools preferred.

Preferred Skills
  • Experience in the fitness, wellness, technology, or connected fitness industry.
  • Knowledge of customer experience strategies and operational scaling.
  • Data analysis and KPI reporting experience.
  • Proficiency in Microsoft Office Suite, Google Workspace, and customer service platforms.

The pay range for this role is:
65,000 - 95,000 USD per year (Stuart Office)

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