We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a ...
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY · On-site
$85 - $160/hr
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY · On-site
$85 - $160/hr
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY · On-site
$85 - $160/hr
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY · On-site
$85 - $160/hr
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Prof
New York, NY · On-site
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management Prof
New York, NY · On-site
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
New York, NY · On-site
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
New York, NY · On-site
Our Wealth Management Professionals (WMP) support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets ...
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
Wealth Management-Operations-Business Intelligence & Applied AI-New York-Vice President
New York, NY · On-site
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
Wealth Management-Operations-Business Intelligence & Applied AI-New York-Vice President
New York, NY · On-site
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
Business Analyst - Wealth Management & Trust, Infosys Consulting The Role - What You'll Do You will ... Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time ...
Business Analyst - Wealth Management & Trust, Infosys Consulting The Role - What You'll Do You will ... Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time ...
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
The Wealth Management Operations Division is seeking an experienced Vice President to lead the Applied AI Program and low code initiatives, driving the strategic convergence of advanced AI ...
We're seeking someone to join our team as a Director (AVP) in the Chief Administration Office within Wealth Management Operations- Transformation, E*Trade, MS @ Work, Client On Boarding, KYC Ops, to ...
We're seeking someone to join our team as a Director (AVP) in the Chief Administration Office within Wealth Management Operations- Transformation, E*Trade, MS @ Work, Client On Boarding, KYC Ops, to ...
We're seeking someone to join our team as a Director (AVP) in the Chief Administration Office within Wealth Management Operations- Transformation, E*Trade, MS @ Work, Client On Boarding, KYC Ops, to ...
We're seeking someone to join our team as a Director (AVP) in the Chief Administration Office within Wealth Management Operations- Transformation, E*Trade, MS @ Work, Client On Boarding, KYC Ops, to ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, A[...]
Manhattan, NY · On-site
$85 - $160/hr
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, A[...]
Manhattan, NY · On-site
$85 - $160/hr
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Ass...
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Ass...
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Associ
New York, NY · On-site
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Associ
New York, NY · On-site
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Ass...
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Wealth Management, Global Leadership Team, Strategy and Execution, Ass...
... operations. The Associate for this role will work across the organization with other areas such as Business Unit and Divisional COOs, Product, Finance, Investor Relations, and Marketing. The multi ...
Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associat...
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers ... Drive team efficiency by streamlining operations flows, strategic business planning, and support ...
Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associat...
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers ... Drive team efficiency by streamlining operations flows, strategic business planning, and support ...
Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associat...
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers ... Drive team efficiency by streamlining operations flows, strategic business planning, and support ...
Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associat...
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers ... Drive team efficiency by streamlining operations flows, strategic business planning, and support ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client...
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client...
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associa...
Support the Estate Settlement Services team with the administration, operation, maintenance, and ... wealth management firm is a plus ABOUT GOLDMAN SACHS At Goldman Sachs, we commit to our people ...
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associa...
Support the Estate Settlement Services team with the administration, operation, maintenance, and ... wealth management firm is a plus ABOUT GOLDMAN SACHS At Goldman Sachs, we commit to our people ...
Wealth Management Operations information
See New York salary details
$12.36 - $16.54
9% of jobs
$19.27 is the 25th percentile. Wages below this are outliers.
$16.54 - $20.73
24% of jobs
The median wage is $23.92 / hr.
$20.73 - $24.91
22% of jobs
$24.91 - $29.10
16% of jobs
$30.96 is the 75th percentile. Wages above this are outliers.
$29.10 - $33.28
9% of jobs
$33.28 - $37.46
7% of jobs
$37.46 - $41.65
4% of jobs
$41.65 - $45.83
4% of jobs
$45.83 - $50.02
3% of jobs
$50.02 - $54.20
1% of jobs
$54.20 - $58.38
0% of jobs
$12
$28
$58
How much do wealth management operations jobs pay per hour?
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?
What do wealth management operations do?
What are the most commonly searched types of Wealth Management Operations jobs in New York?
The most popular types of Wealth Management Operations jobs in New York are:
What are popular job titles related to Wealth Management Operations jobs in New York?
For Wealth Management Operations jobs in New York, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations jobs in New York look for?
The top searched job categories for Wealth Management Operations jobs in New York are:

Digital Assets VP- Wealth Management Operations Strategy
New York, NY
8.3
Based on 157 frontline employees who took The Breakroom Quiz
37th of 152 rated financial services
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 21 days ago
Job description
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a particular focus on digital assets, including tokenization, blockchain enabled operating models, digital custody, and emerging regulatory frameworks.
The ideal candidate has deep, hands on experience supporting digital asset products within a regulated financial institution, coupled with strong strategic, analytical, and execution oriented capabilities. This VP will operate with a high degree of autonomy, influence senior stakeholders, and shape the operational roadmap for innovative offerings across the Wealth Management organization.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...
What you'll do in the role:
> Strategic Leadership and Communication
> Develop strategy and execution plans for digital asset related initiatives across Wealth Management, influencing senior leaders and cross functional partners.
> Prepare high impact materials for Executive Directors, Managing Directors, and governance forums to drive decision making.
> Establish and lead executive level communication channels to ensure alignment on program objectives, regulatory considerations, and operational readiness.
Program & Project Execution
> Oversee day to day delivery of complex workstreams involving digital assets, tokenization, blockchain integrations, or digital custody frameworks.
> Ensure project milestones, regulatory requirements, and risk considerations are met with precision.
> Partner with Technology, Risk, Compliance, Legal, and Front Office teams to operationalize new capabilities.
Digital Assets Expertise
> Serve as a subject matter expert on digital assets, providing guidance on operational best practices, custody models, settlement flows, and emerging regulatory expectations.
> Apply hands on experience from prior roles within a regulated financial institution to shape operating models, controls, and scalability.
> Stay current with industry trends, including tokenization, blockchain infrastructure, crypto market structure, and digital asset regulatory developments (SEC, FINRA, CFTC, OCC, NYDFS).
Stakeholder & Relationship Management
> Act as a key point of contact for internal and external partners on digital asset strategy, implementation, and operational design.
> Influence senior stakeholders by presenting clear analysis, risk assessments, and strategic recommendations.
Process Improvement & Operational Design
> Lead assessments of current workflows and design scalable end to end operating models for digital asset offerings.
> Recommend enhancements to improve controls, efficiency, and client experience across Wealth Management Operations.
Risk & Change Management
> Identify potential risks (operational, regulatory, market) relating to digital asset initiatives and define appropriate mitigation plans.
> Lead change management strategies to ensure cross functional adoption during new product launches or major platform enhancements.
What you'll bring to the role:
> Bachelor's degree in Finance, Economics, Accounting, Engineering, or related quantitative field
> 7-10 years of relevant experience, including direct experience supporting digital asset products or infrastructure within a regulated financial institution (e.g., crypto operations, tokenization programs, digital custody capabilities, blockchain initiatives).
> Strong command of digital asset concepts, blockchain technology, market structure, custody mechanics, and relevant regulatory considerations.
> Proven track record leading complex, cross functional programs with senior level exposure.
> Exceptional analytical, problem solving, and execution skills; ability to manage competing priorities in a fast paced environment.
> High proficiency in Microsoft Excel, PowerPoint, and Word.
> Excellent communication and presentation skills, capable of translating complex topics for senior audiences.
> Strong leadership presence, collaborative mindset, and uncompromising attention to detail.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
For New York Based Candidates: Expected base pay rates for the role will be between $120,000 and $172,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
For Maryland Based Candidates: Salary range for the position: $93,000-$140,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
About Morgan Stanley
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Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
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10,000+ Employees
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New York, NY, US
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