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Wealth Management Operations Manager Jobs (NOW HIRING)

Pride Global

| Operations Support-OH

Columbus, OH · On-site

$48K - $64K/yr

Wealth Management Operations - Estate & Inheritor Services Employment Type: Temporary / Contract (1-year) Position Summary: The Estate & Inheritor Services Specialist is a dedicated professional ...

Royal Bank of Canada

Wealth Management Consultant

Clive, IA · Hybrid

$90K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...

Coldstream Wealth Management

Associate Wealth Manager

Bellevue, WA · On-site

$130K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you! As an Associate ...

Choreo

Senior Wealth Advisor, Wealth Management

Madison, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new ...

EP Wealth Advisors LLC

Wealth Advisor (Torrance)

Torrance, CA · On-site

$60K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Liaise with advisory team internal team members including portfolio management, operations and ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.Assist customers with establishing new accounts and initiating funding and ...

Brophy Wealth Management, LLC

Be Seen First

Wealth Advisor

Bedford, NH · On-site

$90K - $120K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Wealth Advisor Brophy Wealth Management, LLC Stop Prospecting. Start Advising. For more than 30 ... ✔ Dedicated operations and administrative support so you can focus on advising. · ✔ ...

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Wealth Management Operations Manager information

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$31K

$63.5K

$118.5K

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

As of Aug 18, 2026, the average yearly pay for wealth management operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 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.

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Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 4% Hybrid, and 12% Remote job distribution, with an average salary of $63,456 per year, or $30.5 per hour.

Senior Wealth Management Associate

Coldstream Wealth Management

Portland, OR • On-site

$100K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description


If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.
This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
  • Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
  • Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage and delegate workflow to the team's Client Service Associates
  • Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

Experience and Skills
  • 5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
  • Series 65 license (or willingness to obtain it within 12 months at Coldstream's expense)
  • Financial Paraplanner Qualified Professional (FPQP) designation - or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream's expense)
  • A Bachelor's degree
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
  • Exceptional communication, relationship building, and organizational skills
  • Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload

Job Benefits
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $100k - $120k, plus an annual bonus and a generous benefits package. Licensed individuals are eligible to participate in our New Business Incentive program as well.
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: Competitive base pay plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: 20-28 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in, Portland, OR, Bellevue, Seattle, Mercer Island, and Kirkland, WA, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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