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Wealth Management Operations Manager Jobs (NOW HIRING)

eClercx

Practice Lead - Wealth Management

New York, NY · On-site

$115K - $150K/yr

Practice Lead, Wealth Management Location: New York, Carolina, Chicago, Texas, Florida, US Type ... Partner with Operations, Technology, Compliance, Risk, and Product teams to ensure practice ...

Amerilife Group, LLC

Wealth Management Consultant

$80K - $125K/yr

The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing ...

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$31K

$63.5K

$118.5K

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

As of Aug 19, 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.

MD C16 Head of Account Opening and Client Service Operations, Wealth Operations

Citigroup, Inc.

New York, NY • On-site

$250/wk

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

Role Purpose
The Head of Account Opening & Client Service Operations is responsible for the end-to-end operational management of global functions across Client Onboarding and Client Service Operations (CSO).
This role owns the operational framework that underpins how Citi Wealth receives, services, supports, and resolves client interactions throughout the client lifecycle, ensuring consistent execution, strong control discipline, regulatory compliance, and high-quality client outcomes across all regions.
The role acts as a senior operations partner to Wealth Business leadership and Control Functions and plays a key role in advancing the Wealth Operations target operating model and transformation.
Key Areas of Accountability
Account Opening Operations
  • Provide executive oversight of account opening and client documentation support activities covering banking, custody, and investment accounts across Wealth businesses.
  • Ensure accurate execution of post-KYC onboarding activities, including documentation completeness, validation, and alignment to approved client profiles.
  • Establish and enforce standards for documentation quality, exception management, rework reduction, and onboarding cycle time performance.
  • Ensure adherence to Citi policies, regulatory requirements, and jurisdiction-specific onboarding standards.
  • Partner with KYC, Compliance, Legal, Tax, and Technology teams to resolve complex onboarding and documentation issues.

Client Service Operations (CSO)
  • Lead Client Service Operations teams responsible for post-onboarding client servicing and service execution:
  • Ensure CSO delivery is standardized, scalable, and aligned to defined service level agreements, quality metrics, and control requirements.
  • Drive consistency of service experience across regions, platforms, and client segments.
  • Monitor service performance, operational risks, and client outcomes to identify improvement opportunities.

Risk, Controls & Governance
  • Maintain executive accountability for operational risk management across Account Opening and CSO.
  • Partner closely with Compliance, Risk, Legal, and Internal Audit to manage regulatory expectations and examination outcomes.
  • Ensure consistent application of Citi policies and regulatory standards across regions and operating teams.

Transformation & Continuous Improvement
  • Sponsor and lead initiatives focused on:
    • Process simplification and standardization
    • Deploy and adopt new technologies and capabilities like AI.
    • Digitization and workflow optimization
    • Improved transparency and client experience outcomes through Key Performance Indicators (KPI) and Service Level Agreements (SLA)
  • Leverage complaint insights and service data to drive preventative actions and service improvements.
  • Contribute to Wealth Operations transformation initiatives and operating model evolution.

People & Leadership
  • Lead and develop senior operations leaders and regional managers across the Client Experience Operations portfolio.
  • Set clear expectations around client focus, accountability, control discipline, and operational excellence.
  • Partner with HR on talent management, succession planning, and capability development.
  • Represent Account Opening and Client Service Operations in Wealth leadership and governance forums.

Essential Qualifications
  • Extensive senior leadership experience in Wealth Operations, Client Operations, or Service Management within a large, regulated financial institution.
  • Strong subject-matter expertise in client onboarding, account opening, and/or client servicing.
  • Recognized as a strategic leader who can balance operational execution with transformation, leveraging technology, AI, and data-driven capabilities to create sustainable competitive advantages and deliver the Wealth Operations target state.
  • Strong partnership experience with Technology, Digital, Product, Data, and Operations teams to define and deliver strategic transformation roadmaps.
  • Proven ability to drive organizational change and adoption of new technologies while maintaining business performance, regulatory compliance, and client service excellence.
  • Deep understanding of operational workflows within Wealth Management and how emerging technologies can be leveraged to improve client and employee experiences.
  • Proven ability to manage complex, global operations with significant regulatory and control requirements.
  • Demonstrated experience driving transformation, standardization, and performance improvement at scale.
  • Executive presence with strong stakeholder management and communication skills.

Qualifications required
FINRA Series 24 (General Securities Principal) and Series 99 (Operations Professional) licenses required or must be obtained within a specified period following hire.
Job Family Group:
Operations - Management Operations
Job Family:
Management Leadership
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
FINRA Regulations.
Anticipated Posting Close Date:
Aug 17, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

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We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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