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Wealth Management Operations Jobs in Raleigh, NC

Deloitte

Senior Manager

Raleigh, NC · On-site

This role will lead teams delivering solutions that help organizations address business priorities, operational change, and strategic initiatives across wealth and asset management environments. The ...

Envestnet

Senior Product Manager

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... Sales, Operations, Legal, and Compliance * Advanced problem solving - Navigate complex and ...

Envestnet

Senior Product Manager

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... Sales, Operations, Legal, and Compliance * Advanced problem solving - Navigate complex and ...

Envestnet

Senior Product Manager

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... Sales, Operations, Legal, and Compliance * Advanced problem solving - Navigate complex and ...

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... Operations, Legal and Compliance * Partner with management to address and solve for unusual and/or ...

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

... onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth ...

Baird

Client Specialist

Chapel Hill, NC · On-site

... onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth ...

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Wealth Management Operations information

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$10

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$51

How much do wealth management operations jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for wealth management operations in Raleigh, NC is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.42 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 popular job titles related to Wealth Management Operations jobs in Raleigh, NC? For Wealth Management Operations jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Operations jobs in Raleigh, NC are:
Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $53,061 per year, or $25.5 per hour.

Registered Wealth Management Client Associate

Bank of America

Raleigh, NC • On-site

Full-time

Re-posted 14 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 522 frontline employees who took The Breakroom Quiz

52nd of 170 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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