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Wealth Management Operations Jobs in California (NOW HIRING)

RFG Advisory

Wealth Advisor

Santa Clarita, CA · On-site

$100 - $120/hr

Contribute to the firm's operational development and adoption of RFG platform tools#### CompanyPierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and ...

AllianceBernstein L.P.

Private Wealth Manager

San Diego, CA · On-site

$108 - $117/hr

Liaise with leadership in other business units (i.e. portfolio management, legal, operations, etc ... Bernstein is distinguished among major wealth managers by its holistic approach, flexible process ...

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How much do wealth management operations jobs pay per hour?

As of Sep 3, 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 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 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 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.

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 and regulations. The role can lead to advancement into senior operational or client-facing positions within the industry.

What do wealth management operations do?

Wealth management operations involve supporting the delivery of financial services by managing client accounts, processing transactions, ensuring compliance, and maintaining accurate records. Professionals in this field often work with financial advisors and use specialized software to streamline workflows and improve efficiency.

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:

What are popular job titles related to Wealth Management Operations jobs in California?

For Wealth Management Operations jobs in California, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations jobs in California look for?

The top searched job categories for Wealth Management Operations jobs in California are:

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, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,874 per year, or $25.9 per hour.

Operations & Personel Manager for Wealth Mgmt Firm

GHI Staffing Solutions

Carlsbad, CA

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description


Operations Manager
Financial Planning & Wealth Management Firm
Location: In-Office
Compensation: $90,000 – $110,000 + Benefits
Reports To: CEO
Direct Reports: Administrative & Operations Staff


About the Role

We are seeking an experienced Operations Manager to oversee the day-to-day operations of a growing financial planning firm. This individual will serve as the operational leader of the organization, ensuring that people, processes, technology, compliance, marketing, and strategic initiatives are aligned to support business growth and deliver an exceptional client experience.

This is a highly visible leadership role that works closely with advisors, administrative staff, compliance partners, vendors, and executive leadership. The ideal candidate is organized, proactive, process-driven, and comfortable balancing strategic planning with hands-on execution.

Key Responsibilities
Operational Leadership
  • Lead and support daily business operations across the firm
  • Drive accountability, efficiency, and continuous improvement
  • Facilitate team meetings, departmental check-ins, and operational reviews
  • Monitor workflows, workloads, and key performance indicators (KPIs)
  • Identify and resolve operational bottlenecks
  • Support leadership in executing strategic initiatives and business goals
Human Resources & Team Development
  • Manage recruiting, onboarding, and employee offboarding
  • Coordinate employee performance reviews and development plans
  • Maintain employee records, policies, and HR documentation
  • Support employee engagement, retention, and culture initiatives
  • Assist leadership with coaching, accountability, and succession planning
Process Improvement & Systems Management
  • Maintain and improve operational processes and standard operating procedures (SOPs)
  • Ensure business documentation remains current and organized
  • Identify opportunities for automation and workflow improvements
  • Support business continuity planning and operational scalability
Compliance & Risk Coordination
  • Partner with compliance providers to support regulatory requirements
  • Coordinate compliance reviews, audits, and training initiatives
  • Assist with document retention, access controls, and risk management efforts
  • Ensure operational processes align with compliance standards
Marketing & Event Management
  • Coordinate client events, seminars, workshops, and appreciation programs
  • Manage event logistics, vendors, registrations, and communications
  • Support marketing initiatives including newsletters, social media, website updates, and client engagement campaigns
  • Track event and marketing performance metrics
Strategic Projects
  • Lead special projects from planning through implementation
  • Coordinate technology upgrades, CRM optimization, and operational improvements
  • Manage project timelines, deliverables, and accountability
  • Provide leadership with regular project updates and recommendations
Technology & Vendor Management
  • Oversee vendor relationships and software platforms
  • Conduct annual technology and vendor reviews
  • Manage software subscriptions, equipment purchases, and system enhancements
  • Evaluate opportunities to improve efficiency through technology
  • Operational initiatives are completed on time and executed effectively
  • Employees are supported, developed, and held accountable
  • Systems, processes, and documentation remain organized and audit-ready
  • Marketing and client events are delivered professionally and on schedule
  • Leadership receives accurate reporting and actionable operational insights
  • The firm operates efficiently, consistently, and is positioned for long-term growth


RequirementsQualifications
  • 5+ years of operations, business management, or practice management experience
  • Experience leading teams and managing cross-functional projects
  • Strong organizational and project management skills
  • Excellent communication and leadership abilities
  • Ability to manage multiple priorities in a fast-paced environment
  • Experience developing processes and improving operational efficiency
  • High attention to detail and strong problem-solving skills
  • Proficiency with business systems, CRM platforms, and productivity software
  • Financial services, wealth management, or professional services experience preferred


BenefitsBenefits
  • Paid Time Off
  • Paid Holidays
  • Medical, Dental & Vision Insurance
  • 401(k)
  • Life Insurance Options
  • Short-Term & Long-Term Disability Coverage