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Wealth Management Operations Jobs in New York (NOW HIRING)

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Wealth Management Operations information

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$12

$28

$58

How much do wealth management operations jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for wealth management operations in New York is $28.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.47 and $33.12 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 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:

Infographic showing various Wealth Management Operations job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $59,722 per year, or $28.7 per hour.

Digital Assets VP- Wealth Management Operations Strategy

New York, NY


Morgan Stanley
Finance and Insurance • 10K+ employees

8.3

Company rating: 8.3 out of 10

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


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.


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About Morgan Stanley

Sourced by ZipRecruiter

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

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US


What Morgan Stanley employees say

Pay

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Hours and flexibility

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