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Wealth Management Operations Jobs in Rhode Island

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

washingtontrust

Wealth Management Associate

Westerly, RI · On-site +1

$65K - $75K/yr

The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is ...

Citizens Bank

Business Support Manager II

Johnston, RI · On-site

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Business Support Manager II

Johnston, RI

Strong understanding of fiduciary principles, trust administration, and wealth management operations preferred. Knowledge, Skills & Abilities * Knowledge of fiduciary regulations, risk management ...

Citizens

Trade Ops Group Manager

Johnston, RI · On-site

... operations within wealth management, asset management, or broker dealer environments. * Deep understanding of market structure, trade lifecycle, and best execution standards. * Demonstrated ...

Citizens

Trade Ops Group Manager

Johnston, RI

... operations within wealth management, asset management, or broker dealer environments. * Deep understanding of market structure, trade lifecycle, and best execution standards. * Demonstrated ...

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All JobsWealth Management Operations JobsWealth Management Operations Jobs in Rhode Island

Wealth Management Operations information

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$11

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$52

How much do wealth management operations jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for wealth management operations in Rhode Island is $25.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $29.66 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 Rhode Island?

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

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

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

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

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

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $53,459 per year, or $25.7 per hour.

Wealth Management Operations Intern

washingtontrust

Westerly, RI • On-site

$39K - $41K/yr

Full-time, Internship

Posted 22 days ago

Job description

Are you interested in gaining hands-on experience in the financial services industry while working alongside experienced professionals? The Washington Trust Company is excited to offer a full-time paid internship opportunity in Wealth Management Operations.  This position will support the daily activities of our Wealth Management Operations team, helping to ensure the efficient processing of client transactions, account maintenance, reporting, and operational workflows.  This internship will provide a unique opportunity to gain exposure to the functions that support exceptional client service and the delivery of wealth management solutions while building valuable skills in a dynamic and collaborative environment. 

Job Summary & Responsibilities: 

The internship will provide the unique opportunity to:

  • Immerse yourself in the daily responsibilities, projects, and initiatives of the department
  • Collaborate with seasoned professionals
  • Interact with team members and senior leadership
  • Gain on-the-job exposure to different areas of the business
  • Engage in a variety of training topics and opportunities
  • Provide clerical and administrative support to Wealth Management Operations

Qualifications:

  • College graduate, or pursuing a degree, in Finance, Accounting, or similar business-related field
  • Proficient in Microsoft Office products (especially Excel)
  • Excellent organizational skills
  • Strong language/communication skills
  • Desire to gain experience from Wealth Management focused learning opportunities
  • Must be available full-time (40 hours/week during business hours)
  • Must have reliable transportation to Westerly, Rhode Island (this is an on-site internship)

Compensation & Benefits:  The good-faith estimated base salary range for this position is $39,520 - $41,600 annually. Actual compensation will be based on factors including experience, skills, certifications, education, and training.

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