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Wealth Management Operations Jobs in Wisconsin (NOW HIRING)

Bank of America

WI · On-site

The Wealth Management Associate provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members.

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

UMB Bank

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

At UMB Private Wealth Management, your story is our focus. As the Wealth Advisor , you will lead a ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

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Wealth Management Operations information

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$26

$53

How much do wealth management operations jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for wealth management operations in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 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 Wisconsin?

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

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

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

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

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

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Wisconsin as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Operations Analyst

Milwaukee, WI • On-site

Glint Tech Solutions LLC
See more jobs at Glint Tech Solutions LLCexternal

Other

Posted 19 days ago

Job description

Job Title

Operations Analyst

Company Overview

Glint Tech Solutions is a women-owned, global IT staffing and recruiting firm supporting enterprise clients across the USA and Canada.

Project Description

Our client, a leading enterprise organization in the financial services sector, is seeking a detail-oriented Operations Analyst to support Custody, Securities, Investment, and Wealth Management Operations functions in a fast-paced environment.

Key Responsibilities
  • Process client account updates and data maintenance requests
  • Support cash and securities transfer activities
  • Manage cash disbursements and receipts
  • Generate and interpret operational reports using BOXI
  • Coordinate with cross-functional operational teams to ensure accurate, timely processing
  • Maintain quality, confidentiality, and client-service standards
Mandatory Skills
  • Systematic Withdrawal Plan (SWP)
  • Data amendments & account maintenance
  • Custody Operations
  • Securities Operations
  • Investment Operations
  • Wealth Management Operations
  • Capital Markets (Equities & Fixed Income)
  • Cash management & reconciliation
  • BOXI Reporting
Nice-to-Have Skills
  • Bachelor's degree in Finance, Accounting, Commerce, Economics, or related field
  • 2+ years of experience in investment, securities, custody, or wealth management operations
  • Strong analytical, communication, and problem-solving skills
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