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Wealth Management Operations Jobs in California (NOW HIRING)

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Familiarity with operational aspects of business (new account openings, disbursements, etc.

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Wealth Management Operations information

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How much do wealth management operations jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for wealth management operations in California is $25.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $29.90 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in wealth management operations, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

What are the typical daily responsibilities of someone working in wealth management operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What is a wealth management operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

What are wealth management operations?

Wealth management operations involve the administrative and support functions that enable wealth management firms to deliver financial services. This includes tasks such as account processing, transaction management, compliance, reporting, and client data management, often supported by specialized software and requiring attention to detail. Professionals in this area ensure smooth, efficient service delivery and adherence to regulatory standards.

How good is a career in wealth management operations?

A career in wealth management operations offers opportunities in financial services, focusing on client account management, compliance, and transaction processing. It typically requires strong organizational skills, attention to detail, and familiarity with financial software; certifications like the Series 7 or 63 can enhance prospects. The role provides a stable career path with potential for advancement into senior operational or client-facing roles.
What are the most commonly searched types of Wealth Management Operations jobs in California? The most popular types of Wealth Management Operations jobs in California are:
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What cities in California are hiring for Wealth Management Operations jobs? Cities in California with the most Wealth Management Operations job openings:
Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Wealth Management Risk Analyst

East West Bank

Los Angeles, CA

$71K - $75K/yr

Full-time

Re-posted 7 days ago

East West Bank rating

7.2

Company rating: 7.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

118th of 170 rated banks

Job description

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.


East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business. 


  • Perform call back procedures to confirm client understands of investment product features, disclosures, and risks. Serve as a product specialist on Wealth Management investment products for Financial Consultants (FCs) and Private Bankers (PBs). 
  • Assist with developing and maintaining standards for risk assessment activities including new product risk assessments and ongoing monitoring of existing products. 
  • Partner with key stakeholders within the Wealth Management business to identify, assess, aggregate, and document risks and internal controls, including risks associated with new or modified products, services, distribution channels (sales), regulations, and third-party operations (Cetera). 
  • Assist with the preparation for the presentation of findings to various levels of leadership at the bank. Assist with the communication of results of risk assessments to governance committees (Product Approval Committee, Risk Oversight Committee (ROC), etc.), and business process owners (Wealth Management Department).
  • Contributes to the implementation of new risk policies, practices, appetites, and solutions to ensure holistic understanding and management of risks according to industry best practices.
  • Enhance strategies, tools, and methodologies to measure, monitor, and report risks. 
  • Apply knowledge to utilize or produce analytical material for discussions with Wealth Management teams to understand business objectives and influence solution strategies. 
  • Build reports, deliver regular analysis of risk indicators, and create documentation for reporting related to Wealth Management activities. 
  • Complete/assist in ad-hoc requests received from management.

  • BA/BS degree in related field (Banking & Finance, Financial Engineering)
  • Wealth Management Products knowledge
  • Previous experience in Foreign Exchange or Banking industry
  • Excellent communication skills
  • Strong end user computing skills e.g. Excel (Advanced), Powerpoint, Word and VBA programming
  • 1-2 years functional/professional experience

The base pay range for this position is USD $71,000.00/Yr. - USD $75,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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