ZipRecruiter

Log In

1

Wealth Management Operations Manager Jobs in Madison, AL

Custom Assembly Inc

Operations Manager

Madison, AL · On-site

$80K - $100K/yr

They will also be accountable for regulatory compliance, budget management, and fostering a culture of safety and operational excellence. Ultimately, this position aims to maximize operational ...

New

Custom Assembly Inc

Operations Manager

Huntsville, AL · On-site

$80K - $100K/yr

They will also be accountable for regulatory compliance, budget management, and fostering a culture of safety and operational excellence. Ultimately, this position aims to maximize operational ...

New

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

Truist

Wealth Advisor - Huntsville, AL

Huntsville, AL · On-site

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ... Using sound judgment on expense and operational efficiency QUALIFICATIONS Required Qualifications:

YEDLA LLC

Operations Manager

Huntsville, AL

Participates in daily staff meetings, weekly training meetings & weekly operations meetings ... Previous hotel Management experience with proven success in leadership of teams, with 3 years of ...

Big Whiskey

Operations Manager

Madison, AL

This role owns cost control, staffing and training, SOP adherence, food safety, vendor management, and continuous improvement across [number] location(s), aligning operations with brand standards and ...

LBAM - 3H LLC

Operations Manager

Huntsville, AL · On-site

Responsible for all major areas of hotel operations and services including, but not limited to ... Project management skills (i.e., organizing, multitasking). * Creative and strategic skills.

LBA Hospitality

Operations Manager

Huntsville, AL · On-site

Responsible for all major areas of hotel operations and services including, but not limited to ... Project management skills (i.e., organizing, multitasking). * Creative and strategic skills.

LivSmart Studios

Operations Manager

Huntsville, AL · On-site

Responsible for all major areas of hotel operations and services including, but not limited to ... Project management skills (i.e., organizing, multitasking). * Creative and strategic skills.

Witt O'Brien's

Base Operations Manager

Decatur, AL

Base Operations Manager Position Summary Ambipar Response is hiring a Base Operations Manager to ... Oversee all aspects of waste management, including tracking, profiling, manifesting, and proper ...

Witt O'Brien's

Base Operations Manager

Decatur, AL · On-site

... management, and emergency response? If your answer is "yes," then you belong at Ambipar. Base ... Regional Operations Director • Location: On-Site • Position Type: Full-Time • FLSA Status:

VG Systems

Sr. Operations Manager

Huntsville, AL · On-site

Implement management policies and operating practices to support efficient operations. * Provide workflow oversight, assess task requirements, and assign work to the most appropriate resources based ...

VG Systems

Sr. Operations Manager

Huntsville, AL

Implement management policies and operating practices to support efficient operations. * Provide workflow oversight, assess task requirements, and assign work to the most appropriate resources based ...

next page

Showing results 1-20

All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Madison, AL

Wealth Management Operations Manager information

See Madison, AL salary details

$27.8K

$56.9K

$106.3K

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

As of Aug 3, 2026, the average yearly pay for wealth management operations manager in Madison, AL is $56,911.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $69,500.00 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 Madison, AL look for? The top searched job categories for Wealth Management Operations Manager jobs in Madison, AL are:
Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Madison, AL as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $56,911 per year, or $27.4 per hour.

Wealth Management Private Banker

United Community Bank

Huntsville, AL

Full-time

Re-posted 4 hours ago

Job description

Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.


  • Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
  • Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
  • Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
  • Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
  • Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
  • Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
  • Compliance: Ensure adherence to all compliance training and regulatory requirements.

  • 5+ years in private banking and/or wealth management.
  • Strong understanding of wealth management and planning concepts.
  • Expertise in consumer and commercial credit structuring and lending practices.
  • Proven track record in business development and client acquisition.

  • Bachelor's Degree.

Preferred Professional Designations:

  • CFP, CFA, CPA, and/or JD.
  • Life and Health Insurance.

  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

 Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


USD $0.00 - USD $0.00 /Yr.

Apply