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Wealth Management Operations Manager Jobs in Roxana, IL

CVS Health

Operations Manager

Saint Charles, MO · On-site

$19 - $29/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

Transdev

Operations Manager

Saint Louis, MO · On-site

$87K - $95K/yr

Informs other management personnel regarding operational/personnel problems as appropriate and offers ideas towards resolution * Ensure daily operation processes are conducted as expected, including ...

Elementis

Operations Manager

Saint Louis, MO

Summary The Operations Manager leads and drives site operations, oversees daily production ... Management * Description: Ability to develop and manage production schedules, allocate resources ...

City Museum

Operations Manager

Saint Louis, MO · On-site

$50K - $55K/yr

At least 2 years of operations management experience. Theme park, high-volume museums, or attractions experience is a major plus * A track record of getting things done -- through motivation, smart ...

City Museum

Operations Manager

Saint Louis, MO · On-site

$50K - $55K/yr

At least 2 years of operations management experience. Theme park, high-volume museums, or attractions experience is a major plus * A track record of getting things done - through motivation, smart ...

PCS Energy

Operations Manager

Saint Louis, MO · On-site

$115K - $140K/yr

Oversee all field operations, project management, estimating, and service departments for both direct-to-customer and subcontracted work. * Ensure consistent on-time, on-budget, and high-quality ...

Amazon

Operations Manager

Sauget, IL · On-site

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

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All JobsWealth Management Operations JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Roxana, IL

Wealth Management Operations Manager information

See Roxana, IL salary details

$29.7K

$60.9K

$113.6K

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

As of Aug 9, 2026, the average yearly pay for wealth management operations manager in Roxana, IL is $60,853.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $74,300.00 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 Roxana, IL look for? The top searched job categories for Wealth Management Operations Manager jobs in Roxana, IL are:
What cities near Roxana, IL are hiring for Wealth Management Operations Manager jobs? Cities near Roxana, IL with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you

Operations Manager

CVS Health

Saint Charles, MO • On-site

$19 - $29/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

CVS Health rating

5.8

Company rating: 5.8 out of 10

Based on 4,331 frontline employees who took The Breakroom Quiz

89th of 112 rated pharmacies

Job description

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselvesaccountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

Position Summary

The Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better health by driving store execution and performance while building consumer loyalty to CVS/pharmacy through a focus on excellent customer service. Under the supervision of the Store Manager, the Operations Manager will maintain an engaged, productive store team through strong leadership, demonstrating initiative and leading by example.

The Operations Manager is responsible for supporting the Store Manager in the total leadership and strategic operation of a CVS/pharmacy store including:

  • Overall store management, supervision, and policy implementation
  • Sales and inventory management
  • Employee staffing, training, and development
  • Financial management
  • Customer service leadership

Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible for direct promotion to Store Manager. Candidates with a short-term goal of becoming a CVS Store Manager should instead apply for Store Manager in Training openings.

Essential Functions:

1. Management

Lead others and work effectively with store crews

Supervise, assign and direct activities of the store's crew

Effectively communicate information to store crew and supervisors in an open and timely manner

Support Store Manager with actions plans for operational and service improvement

2. Customer Service

Assist customers with their questions, problems and complaints

Promote CVS customer service culture (greet, offer help, and thank)


Required Qualifications

  • Deductive reasoning ability, advanced analytical skills and computer skills.
  • Advanced communication skills, leadership, supervision, and influencing skill
  • Ability to work a full-time flexible schedule, including some early morning, overnight and weekend shifts, to work overtime as needed, and to respond to urgent issues at the store when they arise


Preferred Qualifications

  • Experience as a retail manager or supervisor


Education

High School diploma or equivalent preferred but not required.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$19.00 - $29.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This fulltime position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial wellbeing of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.


Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 10/04/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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