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Wealth Management Operations Manager Jobs in Portland, ME

Marriott

Operations Manager

Portland, ME · On-site

This hotel is owned and operated by an independent franchisee, Colwen Management, Inc . The ... We're looking for a passionate, driven, and detail-focused Hotel Operations Manager to help bring ...

Marriott International

Operations Manager

Portland, ME · On-site

$65K - $70K/yr

This hotel is owned and operated by an independent franchisee, Colwen Management, Inc . The ... We're looking for a passionate, driven, and detail-focused Hotel Operations Manager to help bring ...

GGP

Mgr, Operations

South Portland, ME · On-site

$65K - $85K/yr

Position Summary The Operations Manager is responsible for the cost-effective operation ... Strong project management, organizational, and problem-solving skills * Good working knowledge of ...

GGP

Mgr, Operations

South Portland, ME · On-site

$65K - $85K/yr

Position Summary The Operations Manager is responsible for the cost-effective operation ... Strong project management, organizational, and problem-solving skills * Good working knowledge of ...

Brookfield Properties

Mgr, Operations

South Portland, ME · On-site

$65K - $85K/yr

Position Summary The Operations Manager is responsible for the cost-effective operation ... Strong project management, organizational, and problem-solving skills * Good working knowledge of ...

Brookfield Properties

Mgr, Operations

South Portland, ME · On-site

$65K - $85K/yr

Position Summary The Operations Manager is responsible for the cost-effective operation ... Strong project management, organizational, and problem-solving skills * Good working knowledge of ...

SOCRadar

Revenue Operations Manager

Poland, ME · Remote

Opportunity lifecycle management. * Forecasting methodology. * Pipeline inspection. * Deal approval workflows. * Commission calculation support. Customer Success Operations Partner closely with ...

Walgreens

Pharmacy Operations Manager

Auburn, ME · On-site

... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...

Walgreens

Pharmacy Operations Manager

Bath, ME · On-site

... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...

Walgreens

Pharmacy Operations Manager

Saco, ME · On-site

... operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient ... Leads training, coaching, and performance management of pharmacy technicians. Makes decisions ...

DaVita

Healthcare Operations Manager

Hollis Center, ME · On-site

Financial Management. Manage complete operation and performance of the clinic: adhere to budget, forecast expenses, manage vendor relationships, order supplies, and monitor compliance. * Autonomy. It ...

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Wealth Management Operations Manager information

See Portland, ME salary details

$31.7K

$64.9K

$121.2K

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

As of Sep 4, 2026, the average yearly pay for wealth management operations manager in Portland, ME is $64,923.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $79,300.00 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 Portland, ME look for?

The top searched job categories for Wealth Management Operations Manager jobs in Portland, ME are:

Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Portland, ME 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 $64,923 per year, or $31.2 per hour.

Operations Manager

Restaurant Technologies

Long Island, ME • On-site

$80 - $93/hr

Other

Posted 3 days ago

New

Restaurant Technologies rating

7.8

Company rating: 7.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

16th of 92 rated recycling and waste

Job description

Operations Manager, Distribution

Location: Melville, NY 11747
Compensation: $80 – $93K per year (base) + up to 15% annual target bonus potential
This is an exempt position.

Role Overview

Lead the Distribution team, partner with Service and Support functions, and ensure safe, efficient, and reliable delivery services while driving operational excellence and financial performance.

Primary Job Accountabilities
  • People Leadership & Development – lead and coach a high‑performing team, manage engagement and retention.
  • Safety Ownership – foster a safety‑first culture, enforce OSHA, DOT and company standards, and reinforce safe driving behavior.
  • Workforce Planning & Talent Management – recruit, hire, onboard, schedule, manage performance, and retain staff.
  • Fleet & Asset Management – oversee fleet maintenance, perform pre/post‑trip inspections, preventive upkeep, and uptime/downtime monitoring.
  • Customer Ownership – create a customer‑focused culture, resolve issues, and support retention.
  • Distribution Operations Execution – oversee delivery of fresh cooking oil and collection of used oil, maintain service levels, optimize routes, and reconcile deliveries.
  • Inventory Management – maintain accurate inventory, conduct cycle counts, and coordinate tanker deliveries.
  • Financial Performance & Operational Discipline – partner with the General Manager to meet KPI targets, drive productivity, and maintain cost discipline.
Education, Experience & Competencies
  • Minimum Qualifications – 2–4 years in operations, distribution, or logistics; proven people or operations leadership; coaching ability; knowledge of safety regulations; data‑driven performance management; high school diploma or equivalent.
  • Preferred Qualifications – 1–2+ years of direct people management; logistics or route‑based distribution experience; familiarity with DOT compliance, driver operations, scheduling or workforce planning; KPI‑driven performance experience; bachelor’s degree or equivalent.
Equal Opportunity

Restaurant Technologies is an Equal Employment Opportunity and affirmative action employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, disability, veteran status or any other protected class.

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What Restaurant Technologies employees say

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Restaurant Technologies logo

About Restaurant Technologies

Sourced by ZipRecruiter

Restaurant Technologies is the leading provider of highly innovative and value-enhancing bulk cooking oil management services to the food service industry. Our solution is environmentally sound, highly efficient and creates a safer, more productive work environment for restaurant personnel. With over 20,000 existing accounts we are an established, profitable mid -sized company poised for double-digit growth in the coming year.

Industry

Food services and drinking places

Company size

501 - 1,000 Employees

Headquarters location

Mendota Heights, MN, US

Year founded

1997

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