ZipRecruiter

Log In

1

Wealth Management Operations Jobs in Ohio (NOW HIRING)

Pride Global

| Operations Support-OH

Columbus, OH · On-site

$48K - $64K/yr

Wealth Management Operations - Estate & Inheritor Services Employment Type: Temporary / Contract (1-year) Position Summary: The Estate & Inheritor Services Specialist is a dedicated professional ...

Stratos Wealth Partners

Operations Manager

Columbus, OH · On-site

$75K - $85K/yr

We believe successful wealth management begins with understanding each client's unique situation, values, and long-term priorities. We are seeking an Operations/Practice Manager with 5-7 years of ...

next page

Showing results 1-20

All JobsWealth Management Operations JobsWealth Management Operations Jobs in Ohio

Wealth Management Operations information

See Ohio salary details

$10

$24

$50

How much do wealth management operations jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for wealth management operations in Ohio is $24.95, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.80 per hour, depending on experience, location, and employer.

What is the highest paying job in wealth management?

In wealth management operations, senior roles such as Chief Investment Officer or Head of Wealth Management typically have the highest compensation, often including base salary, bonuses, and profit sharing that can reach into the high six or seven figures. These positions require extensive experience, advanced certifications like the CFA, and strong leadership skills. Compensation varies based on firm size, location, and individual performance.

Can you make 7 figures in wealth management?

Wealth management professionals can potentially earn seven-figure incomes, especially those who manage large client portfolios or hold senior roles such as senior advisors or partners. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications like the CFP or CFA, along with performance-based bonuses. However, such earnings are not typical for all roles in the field and depend on individual success and firm compensation structures.

What are the key skills and qualifications needed to thrive in the Wealth Management Operations position, 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 ops?

Wealth management operations involve supporting the delivery of financial services to high-net-worth clients, including account administration, transaction processing, compliance, and reporting. Professionals in this field ensure smooth and efficient management of client portfolios, often using specialized software and adhering to regulatory standards.

How many financial advisors make $500,000 a year?

In wealth management operations, a small percentage of experienced financial advisors with high client assets and advanced certifications can earn $500,000 or more annually. Such earnings typically require a combination of a large client base, strong sales skills, and often, a focus on high-net-worth individuals. Most financial advisors earn less, with top earners representing a minority in the profession.
What are the most commonly searched types of Wealth Management Operations jobs in Ohio? The most popular types of Wealth Management Operations jobs in Ohio are:
What are popular job titles related to Wealth Management Operations jobs in Ohio? For Wealth Management Operations jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations jobs in Ohio look for? The top searched job categories for Wealth Management Operations jobs in Ohio are:
Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Ohio as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $51,897 per year, or $25 per hour.
Sr Director, Wealth Strategy & Operations

Sr Director, Wealth Strategy & Operations

First Financial Bank

Cincinnati, OH • On-site

Full-time

Posted 22 days ago

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Senior Director, Wealth Enablement & Operations is a senior leadership role within the Wealth Management division, reporting directly to the Head of Wealth Management. This role is responsible for driving strategic execution, operational effectiveness, technology enablement, and scalable growth across the wealth business. This role will function to translate business strategy into actionable operating plan, improving processes, strengthening governance, and partnering across business lines, technology risk, compliance, finance, and operations.
Essential Functions/Responsibilities
  • Serve as a key operational and strategic leader across the wealth business, helping align people, process, technology, risk and financial priorities.
  • Evaluate, recommend, and help implement wealth technology platforms, tools, and integrations.
  • Identify opportunities to streamline processes, reduce manual work, improve data quality, and strengthen operations across the Wealth line of business.
  • Supports strategic planning, budgeting, forecasting, capacity planning, and business case development for wealth initiatives.
  • Monitor industry trends, competitor practices, regulatory developments, client expectations, and emerging technologies impacting wealth.
  • Drive change management efforts related to new technology, process changes, organizational initiatives, and business transformation.
  • Prepare executive-level presentations, recommendations, and status updates for senior management as needed.
  • Lead, coach, and influence teams directly or indirectly, fostering accountability, collaboration, and continuous improvements.
  • Represent wealth management in enterprise initiatives that affect systems, data, digital capabilities, client experience, risk management, or operating processes.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Bachelor's degree in Business, Finance, Economics, Operations or related field, or equivalent work experience.
  • Significant experience in wealth management, financial services, banking, investment advisory, trust, brokerage, or related business operations.
  • Demonstrated understanding of wealth management business models, advisor workflows, client service models, investment operations, fiduciary considerations, and revenue drivers.
  • Strong knowledge of wealth technology platforms and ecosystem components, including CRM, portfolio management, performance reporting, trading, financial planning, and client-facing tools.
  • Proven ability to lead complex, cross-functional initiatives from strategy through execution.
  • Strong communication and relationship-building skills with the ability to influence senior leaders, peers, business partners, and vendors.
  • High level of professionalism, discretion, judgement, and integrity.
  • Proficiency with Microsoft Office applications, including PowerPoint, Excel, and Word.

Preferred Knowledge and Skills
  • Masters degree in Business Administration, Finance, Technology, or a related field.
  • Experience supporting or leading a wealth management technology transformation, platform conversion, system integration, or digital modernization initative.
  • Experience leading teams, managing through influence, and driving changes across organization.

Level of Complexity and Scope
  • Responsible for helping shape and execute the division's strategic priorities, operating model, technology roadmap, and performance management framework.
  • Influences decisions that may affect revenue growth, operating efficiency, client satisfaction, and long-term scalability.
  • Serves as primary liaison between Wealth Management and enterprise partners on major initiatives.
  • Operates in a highly complex, regulated financial environment with multiple stakeholders, systems, products, and service models.
  • Regularly manages ambiguity, competing priorities, interdependencies, and time-sensitive initiatives.

Degree of Independence and Decision-Making
  • Uses data, business judgement, risk considerations, and stakeholder input to evaluate options and recommend actions.
  • Exercises independent judgement on complex business and operational issues while ensuring alignment with enterprise and strategic objectives.

Required Supervisory Responsibilities
  • Manages a team which may include business management, operations, platform support, project management, process improvement, reporting, or technology enablement resources.
  • Provides leadership, coaching, direction, and performance management to direct reports.
  • Sets team priorities, goals, and performance expectations in alignment with Wealth Management strategy and business objectives.
  • Conducts regular 1:1 meetings, team meetings, and development discussions.
  • Fosters a culture of accountability, collaboration, continuous improvement, client focus, and strong risk management.

Physical Requirements
  • Work is primarily performed in a professional office environment or hybrid work setting.
  • Requires the ability to communicate clearly in person, by phone, and through virtual meeting platforms.
  • May require occasional travel to corporate offices, regional locations, client events, vendor meetings, conferences, or business partner sites.
  • Must be able to manage multiple priorities in a fast-paced environment, including meetings, deadlines, presentations, and deliverables.

Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Range:
$220,000/year to $250,000/year
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.

Apply