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Wealth Management Operations Jobs in Raleigh, NC

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

... Operations, Legal, and Compliance teams to advocate client needs and ensure alignment on strategic ... Hands-on experience with wealth management platforms, particularly those aligned with Tamarac ...

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

Collaborate with Product, Engineering, Sales, Marketing, Operations, Legal, and Compliance teams to ... Hands-on experience with wealth management platforms, particularly those aligned with Tamarac ...

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

Collaborate with Product, Engineering, Sales, Marketing, Operations, Legal, and Compliance teams to ... Hands-on experience with wealth management platforms, particularly those aligned with Tamarac ...

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Wealth Management Operations information

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$51

How much do wealth management operations jobs pay per hour?

As of Sep 13, 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 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 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 September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $53,064 per year, or $25.5 per hour.

Licensed Premier Relationship Banker (Premier Banker)

Durham, NC • On-site

First Citizens Bank
See more jobs at First Citizens Bankexternal

$16.75 - $22/hr

Full-time

Posted 4 days ago

First Citizens Bank rating

7.3

Company rating: 7.3 out of 10

Based on 107 frontline employees who took The Breakroom Quiz

Job description

Overview
This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial relationships.
This position can be filled as licensed or non-licensed.
**This position may be filled as a Premier Relationship Banker or a Senior Premier Relationship Banker based on the skills and experience of the selected candidate.
Responsibilities & Qualifications
  • Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
  • Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills:
  • Application of a structured sales process
  • Providing financial guidance and expertise
  • Financial literacy
  • Financial analysis
  • Credit underwriting
  • Knowledge of retail banking products and services
  • Business development
  • Financial plan conversations
  • Knowledge of securities products and services

Qualifications:
Premier Relationship Banker Qualifications: Bachelor's Degree and 2 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 6 years of experience in Financial services relationship management, retail banking, private banking, or wealth management
Preferred Area of Experience: 1+ years in a licensed role
Senior Relationship Banker Qualifications: Bachelor's Degree and 4 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in Financial services relationship management, retail banking, private banking, or wealth management
Preferred Area of Experience: 2+ years in a licensed role
License or Certification Type: Must have or acquire Series 6 or 7, 63, and state specific life insurance licenses within 120 days of hire date. Must complete federal registration and annual renewal as required by the SAFE Act. Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Additional Information
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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