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Wealth Management Operations Manager Jobs in Simsbury, CT

What You'll Do The Operations Manager works in collaboration with the Clinical Operations Manager ... At least two years of experience in a supervisory or management role (preferred) * Compassionate ...

Operations Manager

Middletown, CT · On-site

$21.94 - $35.94/hr

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

Inbound Operations (Unloading and Receiving), Warehouse Operations (Pick-Pack, Break-Pack ... Depending on DC, may assist in management of 3PL provider to ensure optimal performance and metrics ...

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

What You'll Do The Operations Manager works in collaboration with the Clinical Operations Manager ... At least two years of experience in a supervisory or management role (preferred) * Compassionate ...

Operations Manager

New Britain, CT · On-site

$125 - $160/hr

Bachelor's degree in engineering, Business, Operations Management, Supply Chain Management, or a related field. * Minimum of 10 years of progressive manufacturing operations experience. * Experience ...

Operations Manager

New Britain, CT · On-site

$125 - $160/hr

Bachelor's degree in engineering, Business, Operations Management, Supply Chain Management, or a related field. * Minimum of 10 years of progressive manufacturing operations experience. * Experience ...

The Operations Manager is responsible for overseeing all production related activities and ... Working knowledge of capacity planning and logistics management. Demonstrated ability to manage ...

Operations Manager

Chicopee, MA · On-site

$100 - $135K/hr

The Operations Manager is responsible for overseeing all production related activities and ... Working knowledge of capacity planning and logistics management. Demonstrated ability to manage ...

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director & Summary The Opportunity As an Asset & Wealth Management Tax Director, you will guide clients ...

Operations Manager

Chicopee, MA · On-site

$100 - $135K/hr

Working knowledge of capacity planning and logistics management. Demonstrated ability to manage ... operational excellence. With nearly 6,000 associates across 24 locations worldwide, we offer a ...

Operations Manager

Chicopee, MA · On-site

$100 - $135K/hr

The Operations Manager is responsible for overseeing all production related activities and ... Working knowledge of capacity planning and logistics management. Demonstrated ability to manage ...

... management and excellent customer support. The company continues to seek acquisitions to ... The Operations Manager leads a team of supervisors, machinists, and production personnel to deliver ...

... management and excellent customer support. The company continues to seek acquisitions to ... The Operations Manager leads a team of supervisors, machinists, and production personnel to deliver ...

Operations Manager

Holyoke, MA · On-site

$100K - $140K/yr

As Operations Manager, you'll coordinate with on the ground leadership to direct all the daily ... management team to keep every detail of the facility up to snuff. You will be the one to ensure ...

Operations Manager

Holyoke, MA · On-site

$100K - $140K/yr

As Operations Manager, you'll coordinate with on the ground leadership to direct all the daily ... management team to keep every detail of the facility up to snuff. You will be the one to ensure ...

Operations Manager

East Berlin, CT · On-site

$150K - $175K/yr

Operations Manager | East Berlin, CT | On-Site | Direct Hire | Up to 175k What Matters Most: * Base ... Strong business acumen with exposure to cost management, product costing, labor/productivity ...

Showing results 21-40

Wealth Management Operations Manager information

See Simsbury, CT salary details

$31.5K

$64.4K

$120.2K

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

As of Sep 6, 2026, the average yearly pay for wealth management operations manager in Simsbury, CT is $64,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $78,600.00 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 Simsbury, CT look for?

The top searched job categories for Wealth Management Operations Manager jobs in Simsbury, CT are:

What cities near Simsbury, CT are hiring for Wealth Management Operations Manager jobs?

Cities near Simsbury, CT with the most Wealth Management Operations Manager job openings:

Operations Manager

Newport Healthcare

Bethlehem, CT • On-site

Full-time

Posted 11 days ago


Newport Healthcare rating

5.5

Company rating: 5.5 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

825th of 898 rated healthcare providers


Job description

What You'll Do
The Operations Manager works in collaboration with the Clinical Operations Manager to ensure
smooth and efficient day-to-day operations at their program. As a central partner to both the clinical and operations teams, the Operations Manager helps create a safe, responsive, and healing environment that allows staff to thrive and patients to feel supported every step of the way. Key responsibilities include:
  • Hiring, training, scheduling, and supervising direct care staff to support the highest-quality patient care
  • Collaborating in the client admission process to facilitate a smooth and compassionate transition into care
  • Overseeing daily program scheduling to create a structured therapeutic experience for all clients
  • Fostering a culture of accountability and excellence by ensuring compliance with all regulatory, licensing, and safety requirements
  • Serving as a positive role model and mentor for direct care staff; providing feedback, coaching, and training
  • Becoming certified as a CPI (Crisis Prevention Institute) Trainer within your first 30 days, after which you'll lead and reinforce CPI and deescalation training across assigned teams

What Makes You a Great Fit
  • Bachelor's degree or equivalent experience in behavioral health operations (required)
  • Minimum one (1) year of experience working with adolescents or young adults and their families in a mental healthcare setting (required)
  • At least two years of experience in a supervisory or management role (preferred)
  • Compassionate and clear leadership style that brings out the best in people
  • A problem-solver who can streamline processes and lean into opportunities
  • The courage and self-confidence to make hard decisions in a fast-paced environment

What Newport Healthcare employees say

Pay

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