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Wealth Management Operations Jobs in Florida (NOW HIRING)

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being ... We're searching for a dynamic and experienced Director of Operations to join our dedicated team and ...

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being ... We're searching for a dynamic and experienced Director of Operations to join our dedicated team and ...

Jefferies

Wealth Management Sales Associate

Miami, FL · On-site

$75K - $95K/yr

Sales Associate - Wealth Management We are seeking a client-focused, detail-oriented Sales ... Support Wealth Advisors with daily operations, client service, and account administration * Assist ...

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How much do wealth management operations jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for wealth management operations in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 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 Florida?

The most popular types of Wealth Management Operations jobs in Florida are:

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

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

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

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

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Florida as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Director of Operations

Zinnia Wealth Management

Ocala, FL • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 19 hours ago

Job description

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of Ocala, Florida, we are a growing firm committed to building strong relationships and delivering exceptional value. We're searching for a dynamic and experienced Director of Operations to join our dedicated team and play a crucial role in our continued success. This isn't just about managing processes; it's about shaping the very foundation of our firm, ensuring our operations run seamlessly so our advisors can focus on what they do best – serving our clients. You'll be instrumental in refining our systems, leading our talented operations staff, and upholding the high standards that define Zinnia Wealth Management. If you're passionate about operational excellence and eager to contribute to a thriving, client-centric organization, we invite you to explore this exciting opportunity.

Responsibilities

Oversee all day-to-day administrative and operational functions of Zinnia Wealth Management.

Implement strategic operational plans that align with the company's long-term goals.

Manage and optimize workflows, processes, and systems to enhance efficiency and client service delivery along with our Director of Client Services.

Motivate the operations team, fostering a collaborative and productive work environment.

Ensure compliance with all relevant industry regulations and internal policies.



Requirements

Bachelor's degree in Business Administration, Finance, or a related field; MBA preferred.

Minimum of 2 years of progressive experience in operations management, within the financial services or wealth management industry. A backoffice superstart.

Demonstrated success in developing and implementing operational strategies that drive efficiency and scalability.

Strong understanding of regulatory compliance within the financial services sector.

Proven ability to lead, mentor, and develop a high-performing operations team.

Exceptional analytical, problem-solving, and decision-making skills.

Proficiency in financial management software and CRM systems.

Excellent communication and interpersonal skills, with the ability to build rapport with internal teams and external stakeholders.

Benefits
Paid Time Off (PTO)###Health Insurance###Career Growth Opportunities###Vision Insurance###Dental Insurance###