ZipRecruiter

Log In

1

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

Foster City, 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

San Francisco, 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

San Francisco, 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.

LHH US

Wealth Advisory Accountant

Walnut Creek, CA · Hybrid

Wealth Advisory Accountant Work Schedule: Full-time Employment Type: Permanent / Direct-Hire Job ... Contribute to departmental growth by supporting workflow management, operational effectiveness, and ...

IEQ Capital

Director, Wealth Management

Foster City, 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

San Francisco, 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.

LHH US

Wealth Advisory Accountant

Walnut Creek, CA · Hybrid

Wealth Advisory Accountant Work Schedule: Full-time Employment Type: Permanent / Direct-Hire Job ... Contribute to departmental growth by supporting workflow management, operational effectiveness, and ...

CivicMinds, Inc.

Wealth Manager

Los Angeles, CA · On-site

... operations team in supporting the client needs. • Special projects as assigned. SKILLS/EXPERIENCE • 5+ years of related industry experience: wealth management, financial planning for high-net ...

IEQ Capital

Director, Wealth Management

Foster City, 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

San Francisco, 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.

previous page

Showing results 41-60

All JobsWealth Management Operations JobsWealth Management Operations Jobs in California

Wealth Management Operations information

See California salary details

$11

$25

$52

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:
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, 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 Analyst

Rockefeller Capital Management

Los Angeles, CA • On-site

$75K - $110K/yr

Full-time

Medical, Retirement, PTO

Re-posted 15 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be ultra-focused on client excellence, is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Collect financial data and documents from clients to build detailed client profiles
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and performance reporting, and entering trade instructions
  • Assist in preparation of key documents, financial plans, and reports for client meetings
  • Review and research market news, client portfolios, and product implementation ideas
  • Liaise with client's third-party service providers (CPA, attorney, insurance agent, etc.)

Qualifications
  • Bachelor's Degree required
  • 2-5 years of relevant experience
  • SIE, Series 7 and Series 66 (or 63/65) strongly preferred
  • CFP designation or progress toward CFP preferred

Skills
  • Excellent client facing, interpersonal, organizational, technical, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with financial planning software such as eMoney, MoneyGuidePro, and Financial Profiles

Compensation Range
The anticipated base salary range for this role is $75,000 to $110,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Apply