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Wealth Management Operations Manager Jobs in Washington, DC

Jambalaya Group

Operations Manager

Washington, DC · On-site

$90K - $110K/yr

... focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business. This role is ideal for a hands-on ...

Jambalaya Group

Operations Manager

Washington, DC · On-site

$90K - $110K/yr

... focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business. This role is ideal for a hands-on ...

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

Be Seen First

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

Be Seen First

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

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 ...

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 Washington, DC salary details

$35.1K

$71.9K

$134.2K

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

As of Aug 27, 2026, the average yearly pay for wealth management operations manager in Washington, DC is $71,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $87,800.00 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 are the most commonly searched types of Wealth Management Operations jobs in Washington, DC?

The most popular types of Wealth Management Operations jobs in Washington, DC are:

What are popular job titles related to Wealth Management Operations Manager jobs in Washington, DC?

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

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

The top searched job categories for Wealth Management Operations Manager jobs in Washington, DC are:

Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Washington, DC as of August 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $71,870 per year, or $34.6 per hour.

Operations Manager

Jambalaya Group

Washington, DC • On-site

$90K - $110K/yr

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

Operations Manager
Monumental Financial Planning
Location: Washington, DC
Position Type: Full-Time
Overview
Monumental Financial Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, is a growing, client-focused wealth management practice seeking a motivated and detail-oriented Operations Manager to lead and optimize the day-to-day operations of the business.
This role is ideal for a hands-on professional who thrives on creating structure, driving accountability, and improving processes. The Operations Manager will play a critical role in supporting team development, enhancing operational efficiency, and ensuring a consistent, high-quality client experience.
This is a working manager role focused on execution, leadership, and continuous improvement.
Key Responsibilities
Operations & Process Management
  • Oversee daily operations to ensure efficiency, consistency, and scalability
  • Develop, implement, and refine workflows and operational procedures
  • Identify inefficiencies and proactively implement solutions

Team Leadership & Accountability
  • Conduct regular performance and accountability conversations
  • Provide coaching, guidance, and support to team members
  • Partner with advisors to align team execution with business objectives

Technology Optimization
  • Drive adoption and effective use of CRM and operational systems
  • Identify opportunities to streamline processes through technology
  • Support implementation of new tools and enhancements

Practice Management
  • Establish structure and operational consistency across the practice
  • Maintain high standards for client service and internal processes
  • Support strategic initiatives tied to practice growth

Practice Culture:
  • Collaborative and supportive 9-person team environment
  • Brand-new, state-of-the-art office space located just two blocks from the White House
  • Strong team culture with close collaboration across the practice
  • Quarterly team outings, team lunches, and an annual holiday party
  • Commitment to work-life balance, including early office closure at 4:00 PM every Friday

Why Join Monumental Financial Planning?
This is an opportunity to join a growing practice where your impact will be immediate and visible. You will help shape the operational foundation of the business, support a collaborative team, and play a key role in driving long-term success.
Equal Opportunity Employer
Monumental Financial Planning is an Equal Opportunity Employer and welcome applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Qualifications
  • 3-7+ years of operations, office management, or practice management experience
  • Bachelor's degree preferred or equivalent work experience
  • Financial services, wealth management, or banking experience strongly preferred
  • Proven ability to manage processes, workflows, and team accountability
  • Strong organizational and problem-solving skills
  • Comfortable with CRM systems (Salesforce experience a plus)
  • Ability to adapt quickly in a fast-paced environment
  • Strong interpersonal and leadership skills with a collaborative mindset

Benefits
Compensation & Benefits
Base Salary:
  • Target Range: $90,000 - $110,000/annually - exempt

Benefits:
  • Health insurance (employer-sponsored)
  • 401(k) with 4% employer match
  • Paid time off (PTO): 10 days annually
  • Paid Holidays: All market holidays observed
  • Ongoing professional development opportunities

Apply