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Wealth Management Operations Jobs in Utah (NOW HIRING)

Diversify

Revenue Operations Associate

South Jordan, UT · On-site

$20/hr

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

Orion

Practice Management Lead

Lehi, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... and wealth management organizations We're looking for talent who: * Has strong business acumen with the ability to assess advisor business models, operational needs, growth opportunities, and ...

Orion

Practice Management Lead

Lehi, UT · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... and wealth management organizations We're looking for talent who: * Has strong business acumen with the ability to assess advisor business models, operational needs, growth opportunities, and ...

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ...

Morgan Stanley

Risk Officer - Vice President

Sandy, UT · On-site

$100 - $120/hr

The Business Control Unit (BCU) within Wealth Management Platforms Risk has core responsibilities including, but not limited to, operational risk management, incident management, risk acceptances ...

Morgan Stanley

Risk Officer - Vice President

Sandy, UT · On-site

The Business Control Unit (BCU) within Wealth Management Platforms Risk has core responsibilities including, but not limited to, operational risk management, incident management, risk acceptances ...

Morgan Stanley

Risk Officer - Vice President

Sandy, UT · On-site

The Business Control Unit (BCU) within Wealth Management Platforms Risk has core responsibilities including, but not limited to, operational risk management, incident management, risk acceptances ...

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Wealth Management Operations information

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$23

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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:

Wealth Management Operations jobs near you
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.

Revenue Operations Associate

Diversify

South Jordan, UT • On-site

$20/hr

Part-time

Posted 10 days ago

Job description

About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://diversify.com.
About the Position
This position plays a pivotal role on the finance team, managing the revenue cycle, accounts payable, and bank reconciliations. This is a fast-paced role that requires absolute attention to detail and critical thinking skills to evaluate and resolve complex transactions. This position offers significant opportunities for career development and growth within the company, as well as the chance to learn the wealth management industry. This is a full-time, in-office role stationed at our headquarters in South Jordan, Utah.
Your Impact
• Revenue Cycle Management: Process revenue transactions using multiple technology platforms. Perform audits in the portfolio accounting system for billing accuracy. Create invoices in the accounting system using an ETL spreadsheet process.
• Accounts Payable: Assist with cases from advisors that come through salesforce, including crediting clients' accounts.
• Collaboration: Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support accounting projects, financial reporting, month end close, and other duties as assigned.
Who You Are
• Pursuing a bachelor's degree in accounting, finance, or information systems.
• A thirst for knowledge and a drive for excellence.
• Embody our values of integrity, innovation, and collaboration.
• Exceptional professional demeanor, communication skills, and a collaborative spirit.
Your Toolkit
• Strong computer and technical skills.
• The ability to analyze data and ensure the accuracy of outputs.
• The ability to create and follow strong internal controls.
• The ability to work unsupervised and think through complex problems.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

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