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Wealth Management Operations Manager Jobs in Vienna, VA

Osaic

Wealth Manager

Falls Church, VA · Hybrid

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042 CW Advisors has returned to the office on a ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042 CW Advisors has returned to the office on a ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... operational position for an individual who takes pride in providing exceptional service, managing ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... operational position for an individual who takes pride in providing exceptional service, managing ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... operational position for an individual who takes pride in providing exceptional service, managing ...

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

About 114 Private Wealth 114 Private Wealth is a highly experienced wealth management practice ... operational position for an individual who takes pride in providing exceptional service, managing ...

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Wealth Management Operations Manager information

See Vienna, VA salary details

$31.1K

$63.7K

$118.9K

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

As of Sep 7, 2026, the average yearly pay for wealth management operations manager in Vienna, VA is $63,691.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $77,800.00 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 Vienna, VA look for?

The top searched job categories for Wealth Management Operations Manager jobs in Vienna, VA are:

What cities near Vienna, VA are hiring for Wealth Management Operations Manager jobs?

Cities near Vienna, VA with the most Wealth Management Operations Manager job openings:

Wealth Management Operations Manager jobs near you

Network Management Operations Manager I

Global Channel Management, Inc.

Ashburn, VA • On-site

$35/hr

Contractor

Re-posted 29 days ago

Job description

Company Description

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation.  Our account managers and recruiters have over a decade of experience in various verticals. GCM understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function.  Organizations need to reduce training and labor costs but at same requiring the best "talent " for the job. 


Qualifications

Entry level scripting experience in JavaScript, Perl, Python, or any
scripting language, developing ad hoc reports, or network maintenance
tools.
Manages the acquisition, installation, and maintenance of
the organization"s local area networks and wide area networks. Monitors
the performance and security of fiber networks and related elements to
ensure consistently strong reliability. Assists in troubleshooting and
resolution of issues present on passive optical networks and related
network elements by supporting Central Office and Field Technicians to
quickly alleviate any network degradation or failure. Assists with
ongoing network maintenance and upgrade initiatives to grow and
strengthen the network in preparation for next generation offerings for
WAN/LAN Voice and Data solutions. Typically reports to Sr. Manager or
above. Typically requires BS degree. 5-7 years of experience in a NOC or
network transport environment.

Additional Information

$35/hr

12 MONTHS

Global Channel Management logo

About Global Channel Management

Sourced by ZipRecruiter

Global Channel Management is a technology company that specializes in various types of recruiting and staff augmentation. Global Channel Management understands the challenges companies face when it comes to the skills and experience needed to fill the void of the day to day function. Organizations need to reduce training and labor costs but at the same time requiring the best talent for the job. GCM's Ownership and Management teams have extensive Staffing, Recruiting, HR and Executive Leadership knowledge, Experience and Expertise. Our Understanding and Commitment to our Client's Satisfaction are key reasons GCM has been successful in establishing long term relationships.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Austell, GA, US

Social media

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