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Wealth Management Operations Manager Jobs in Mansfield, MA

EP Wealth Advisors, LLC

Wealth Advisor

Norwood, MA · On-site

$40 - $120/hr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

New

FAVARH

Product Manager, Wealth Management

Boston, MA · On-site

Work cross-functionally across Wealth Management, Retail Distribution, Operations, Sales/Advisor Management, Marketing, Compliance, and third-party partners . * Serve as product subject matter expert ...

Nuveen

Wealth Management Advisor

Waltham, MA · On-site

$100 - $110/hr

## Wealth Management AdvisorApplyremote type: Hybrid Flexlocations: Waltham MA, 225 Wyman St (TIAA)time type: Full timeposted on: Posted 12 Days Agotime left to apply: End Date: September 30, 2026 (30 ...

New

TIAA

Wealth Management Advisor

Providence, RI · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Providence, RI · On-site

$100 - $110/hr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Cambridge, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Waltham, MA · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Cambridge, MA · On-site

$100 - $110/hr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Providence, RI · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Waltham, MA · Hybrid

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

TIAA

Wealth Management Advisor

Cambridge, MA · On-site

$100K - $110K/yr

As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

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All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Mansfield, MA

Wealth Management Operations Manager information

See Mansfield, MA salary details

$32.8K

$67.2K

$125.4K

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

As of Sep 2, 2026, the average yearly pay for wealth management operations manager in Mansfield, MA is $67,175.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,400.00 and $82,000.00 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 Mansfield, MA look for?

The top searched job categories for Wealth Management Operations Manager jobs in Mansfield, MA are:

What cities near Mansfield, MA are hiring for Wealth Management Operations Manager jobs?

Cities near Mansfield, MA 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 Mansfield, MA as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $67,175 per year, or $32.3 per hour.

Wealth Management Associate

Gray Private Wealth, LLC

Canton, MA • On-site

$80 - $120/hr

Other

Posted yesterday

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Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Management Associate

Full Time Professional Canton, MA, US

26 days ago Requisition ID: 1160

Salary Range: $80,000.00 To $120,000.00 Annually

Wealth Management Associate

Gray Private Wealth

About Our Firm:

Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We seek a bright and ambitious candidate eager to develop a career in financial services to join our team. A candidate with experience in the financial services industry is preferred. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm's client portfolio management and financial planning process with responsibilities that directly impact the client while also supporting firm operations. A successful hire will gain valuable experience in private client advisory, financial planning, firm operations, and investment management.

Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations

  • Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clientele
  • Support rapid growth of the client base through involvement with the development and implementation of investment strategies tailored to address each client/prospect's unique objectives and considerations
  • Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, and management and oversight of ad-hoc client tasks and projects
  • Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing

Desired Qualifications:

The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:

  • Strong academic achievements with a bachelor's degree
  • At least 3-5 years of experience in the financial services industry
  • Clear and effective written and verbal communication skills
  • Ability to think creatively and strategically
  • Strong organizational skills and attention to detail
  • Ability to multi-task and prioritize competing demands in a fast-paced environment
  • Strong presence, with ability to interact with senior leadership
  • Ability to develop and maintain a strong client relationship
  • Proficiency in Microsoft Office suite
  • Strong proficiency in Excel
  • Desire to pursue CFA/CFP designation, not required but helpful
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