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Wealth Management Operations Manager Jobs in Orem, UT

PDS Health

Operations Manager

Midvale, UT · On-site

$27.75/hr

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

PDS Health

Operations Manager

Midvale, UT · On-site

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

OSM Operations Manager Department: Off-Site Manufacturing (OSM) Reports To: Director of OSM FLSA ... This position leads and develops the OSM Project Management team and is accountable for the ...

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

$195K - $225K/yr

OSM Operations Manager Department: Off-Site Manufacturing (OSM) Reports To: Director of OSM FLSA ... This position leads and develops the OSM Project Management team and is accountable for the ...

ION Solar

Operations Manager

Orem, UT · On-site

Qualifications • 3-5+ years of leadership or operations management experience, preferably within the solar or renewable energy industry. • Experience leading teams in a fast-paced, growth ...

EoS Fitness

Operations Manager

Sandy, UT · On-site

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

ION Solar

Operations Manager

Orem, UT · On-site

Qualifications • 3-5+ years of leadership or operations management experience, preferably within the solar or renewable energy industry. • Experience leading teams in a fast-paced, growth ...

EoS Fitness

Operations Manager

Orem, UT · On-site

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

EōS Fitness

Operations Manager

South Jordan, UT · On-site

$65K/yr

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

EōS Fitness

Operations Manager

Orem, UT · On-site

$65K/yr

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

EōS Fitness

Operations Manager

Sandy, UT · On-site

$65K/yr

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

EōS Fitness

Operations Manager

Springville, UT · On-site

$65K/yr

Qualifications: * 2-3 years of operations management experience * Strong communication skills, both verbally and in writing, for interacting with employees, management, and vendors. * 3-4 years of ...

Ezarc Solutions

OSM Operations Manager

Lehi, UT · On-site

OSM Operations ManagerDepartment: Off-Site Manufacturing (OSM)Reports To: Director of OSMFLSA ... This position leads and develops the OSM Project Management team and is accountable for the ...

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Wealth Management Operations Manager information

See Orem, UT salary details

$26.9K

$55.2K

$103K

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

As of Aug 29, 2026, the average yearly pay for wealth management operations manager in Orem, UT is $55,167.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,600.00 and $67,400.00 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 the most commonly searched types of Wealth Management Operations jobs in Orem, UT?

The most popular types of Wealth Management Operations jobs in Orem, UT are:

What are popular job titles related to Wealth Management Operations Manager jobs in Orem, UT?

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

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

The top searched job categories for Wealth Management Operations Manager jobs in Orem, UT are:

What cities near Orem, UT are hiring for Wealth Management Operations Manager jobs?

Cities near Orem, UT 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 Orem, UT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, 3% Hybrid, and 10% Remote job distribution, with an average salary of $55,167 per year, or $26.5 per hour.

Wealth Management Operations Analyst

South Jordan, UT • On-site

Kellton Tech
See more jobs at Kellton Techexternal

$20 - $22/hr

Full-time

Re-posted 5 days ago

Job description

Title: Wealth Management Operations Analyst
Duration – 12+ months + (Possibility of Further Extension or conversion into a Permanent role)
Location –  South Jordan UT
Pay Rate - $ 22.22 / hr W2 (No Benefits)
 
Position Summary:
Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
 
Duties and Responsibilities:
  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
 
Education and Experience:
  • College degree preferred
  • 3-4 years’ financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
  • Knowledge/Skills:
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of Brokerage systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.