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Wealth Management Operations Jobs in Utah (NOW HIRING)

Provide legal support and partnership for Orion's wealth management operations, as well as senior leaders and executives across the organization. * Partner with Product, Engineering, Information ...

Operations experience within Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services functions * Strong understanding of operational processes ...

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... Work alongside with the Controller, Billing Manager, and Revenue Operations Manager, gaining ...

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Wealth Management Operations information

See Utah salary details

$10

$23

$48

How much do wealth management operations jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for wealth management operations in Utah is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.60 per hour, depending on experience, location, and employer.

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.

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 operations?

Wealth management operations involve the administrative and support functions that enable wealth management firms to deliver financial services. This includes tasks such as account processing, transaction management, compliance, reporting, and client data management, often supported by specialized software and requiring attention to detail. Professionals in this area ensure smooth, efficient service delivery and adherence to regulatory standards.

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; certifications like the Series 7 or 63 can enhance prospects. The role provides a stable career path with potential for advancement into senior operational or client-facing roles.

What are the most commonly searched types of Wealth Management Operations jobs in Utah?

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

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

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

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

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

Infographic showing various Wealth Management Operations job openings in Utah as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,696 per year, or $23.9 per hour.

Wealth Management-Private Wealth Management-Margin Lending-Salt Lake City-Vice President

Goldman Sachs, Inc.

Salt Lake City, UT • On-site

Full-time

Re-posted 16 days ago


Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks


Job description

YOUR IMPACT

Do you like working on a fun and energetic team? Are you interested in how trading systems work and being close to the financial markets? The Margin Lending team is seeking an experienced operations manager to oversee our day-to-day operations at Goldman Sachs.

OUR IMPACT

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm's assets and its reputation. For every trade executed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. 

The PWM Margin Lending team's primary responsibility is margin risk monitoring supporting the Private Wealth Management (PWM) business by ensuring clients' accounts remain within exposure limits, and to the extent clients' have exceeded their available borrowing capacity, ensuring that actions are taken to bring the client's account back within their limit. The team focuses on a combination of day to day operational functions and value added projects and initiatives. One key function is validating and ensuring all margin calls are issued on a timely basis, working closely with Business Partners to ensure all calls are met in a timely manner.  There are also regulatory reporting obligations that are performed by the team daily, across businesses.  Separately, the team works on a variety of different projects that focus on enhancements to manual processes, system uplift to increase scale, and inquiry processing on the back of client requests.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Partner with the entire management team to ensure that processes are established and maintained to achieve business objectives
  • Work closely with senior leadership to challenge the status quo and inspire innovative thinking
  • Manage operational procedures, perform complex analyses, develop action plans, and implement new systems and processes to improve the existing operations
  • Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading issues 
  • Provide approval for margin calls, wires, and account transfer workflows 
  • Provide subject matter expertise and testing support for ongoing system enhancements and regulatory initiatives
  • Maintain and foster business relationships with Private Wealth Management Sales Teams, Engineering and other Operations teams

SKILLS & EXPERIENCE WE'RE LOOKING FOR 

BASIC QUALIFICATIONS 

  • Bachelor's degree
  • 5+ years of experience in operations management 
  • Proven track record of effectively managing teams
  • Deep understanding of operations functions and processes
  • Excellent communication and leadership skills
  • Ability to work under pressure and meet tight deadlines
  • Possess AI experience and demonstrates a transformation mindset
  • Examples of successful project management experience
  • Good attention to detail and passion for executing to the highest standards of the company

PREFERED QUALIFICATIONS

  • Understanding of the securities industry; experience with Margin Lending business, product flows and systems, including OTC derivatives and intercompany processes. (not required) 

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:  https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
 


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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869