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Wealth Management Operations Jobs in Raleigh, NC

BetaNXT Inc

Senior Specialist, Product Management

Cary, NC · On-site

$128K - $170K/yr

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three ...

First Citizens Bank

Premier Client Banker II LB

Raleigh, NC · On-site

$17.50 - $21.75/hr

... to manage risk related to credit, operational, reputational, regulatory, and legal aspects of ... wealth management Preferred Education: Preferred Area of Study: Preferred Area of Experience:1+ ...

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 ...

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 ...

First Citizens Bank

Premier Client Banker II LB

Raleigh, NC

$17.50 - $21.75/hr

... to manage risk related to credit, operational, reputational, regulatory, and legal aspects of ... wealth management Preferred Education: Preferred Area of Study: Preferred Area of Experience:1+ ...

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

... 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 ...

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All JobsWealth Management Operations JobsWealth Management Operations Jobs in Raleigh, NC

Wealth Management Operations information

See Raleigh, NC salary details

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$51

How much do wealth management operations jobs pay per hour?

As of Aug 23, 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $53,061 per year, or $25.5 per hour.

Senior Specialist, Product Management

BetaNXT Inc

Cary, NC • On-site

$128K - $170K/yr

Full-time

PTO

Posted 16 days ago

Job description

Job Description – Product Manager, Alternative Investments

Level/Function: Senior Specialist, Product Management

Title: Product Manager, Alternative Investments


About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Product Manager, Alternative Investments

The Product Manager, Alternative Investments serves as the product and subject matter expert for the firm's retail alternative investment solutions within the Pooled Asset Solutions team. This role is responsible for defining product capabilities, performing detailed business and technical analysis, and delivering clear functional requirements that support scalable back-office solutions for broker-dealers, retirement recordkeepers, and asset managers. The ideal candidate is comfortable working hands-on in an Agile environment, partnering closely with engineering and clients to translate complex operational workflows into high-quality software solutions while advancing the firm's product and partnership strategy.

Duties and Responsibilities of the Product Manager, Alternative Investments

  • Monitor and assess evolving needs in the alternative investment space to identify new and evolving opportunities for current and future products.
  • Define product vision and contribute to the BetaNXT Alternative Investments roadmap, support system development and remediation initiatives to ensure process improvement.
  • Design and document product solutions, including BRDs, use cases, workflows, and gap analyses.
  • Develop and maintain deep expertise in retail alternative investments, including an understanding of the various industry partners (InvestCloud Private Markets Network, Corastone, SS&C AltServ, CAIS, DTCC AIP) with which BetaNXT integrates.
  • Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.
  • Drive business testing and validation of use cases; support the QA process through to product releases.
  • Build and maintain positive client relationships, manage client-specific change requests, and support Client Services on complex alternative investment issues.
  • Assist in product feature definition for sales and marketing, work with the Project Management Office to track milestones, and manage delivery expectations.

Skills and Experience of the Product Manager, Alternative Investments

  • Minimum of 8 to 12 years of relevant experience
  • Bachelor’s degree or equivalent required
  • Prior experience at or supporting firms providing alternative investments to broker-dealers, custodians, or wealth managers. Candidates with experience in mutual funds are also encouraged to apply.
  • Extensive knowledge of retail alternative investment products, operations, and distribution workflows, including private equity, private credit, hedge funds, non-traded REITs, and interval funds, and the industry ecosystem for these products (e.g., DTCC AIP, InvestCloud Private Markets Network, CAIS, SS&C AltServ).
  • Solid understanding of product lifecycle management and agile methodologies
  • Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly.
  • Proficient with Microsoft Office suite (Excel, Word, Visio, PowerPoint), Jira, Confluence

Compensation:

  • We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.


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