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Wealth Management Operations Manager Jobs (NOW HIRING)

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

$150 - $200/hr

Participate in the testing and evaluation of Wealth Management operations to ensure responsibilities to clients. * Mentor and provide guidance to lower level staff. * Assist with business development ...

Meta

Asset Management Operations Manager

Temple, TX

$115K/yr

Asset Management Operations Manager Responsibilities: * Collaborate with cross-functional partners including Data Center Site Operations, Sourcing, Accounting, Finance, SOX compliance, Trade ...

Meta

Asset Management Operations Manager

Garland, TX

$115K/yr

Asset Management Operations Manager Responsibilities: * Collaborate with cross-functional partners including Data Center Site Operations, Sourcing, Accounting, Finance, SOX compliance, Trade ...

Meta

Asset Management Operations Manager

Houston, TX

$115K/yr

Asset Management Operations Manager Responsibilities: * Collaborate with cross-functional partners including Data Center Site Operations, Sourcing, Accounting, Finance, SOX compliance, Trade ...

OneAZ Credit Union

VP Wealth Management

Phoenix, AZ · On-site

... Wealth Management program. Provides executive oversight of investment, insurance, and advisory ... Ensures regulatory compliance, operational excellence, sound risk management, and a high-quality ...

OneAZ Credit Union

VP Wealth Management

Phoenix, AZ · On-site

... Wealth Management program. Provides executive oversight of investment, insurance, and advisory ... Ensures regulatory compliance, operational excellence, sound risk management, and a high-quality ...

Rgrouppm

Property Management Operations Manager

Tucson, AZ · On-site

$80 - $100/hr

Property Management Operations Manager Full-Time On-Site Tucson, AZ ABOUT US RGroup Property Management is a full-service residential property management company serving Pima, Pinal, and Santa Cruz ...

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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 Sep 8, 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 September 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $63,456 per year, or $30.5 per hour.

Asset Management Operations Manager

Meta

Houston, TX

Full-time

Posted 10 days ago

Meta rating

7.8

Company rating: 7.8 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

139th of 247 rated software companies

Job description

Meta is seeking an experienced Asset Management Operations Manager to lead and optimize the lifecycle management of physical and IT assets across Meta's...

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Hours and flexibility

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