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Wealth Management Operations Jobs in Raleigh, NC

Yodlee

Copy of Client Success Manager

Raleigh, NC · On-site

... like personal finance management, wealth management, personal/business accounting, loan ... Strategic thinker with strong operational and commercial instincts. About Yodlee Yodlee is a ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Manage existing client relationships, addressing daily operational inquiries with high professional ...

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

... your operations and build long-term enterprise equity. Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and ...

Wisepath Group

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice ... Manage existing client relationships, addressing daily operational inquiries with high professional ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Why This Opportunity Stands Out You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Why This Opportunity Stands Out You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

... your operations and build long‑term enterprise equity. Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

... your operations and build long-term enterprise equity. Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and ...

Jobless

Copy of Client Success Manager

Raleigh, NC · On-site

... Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be ... Strategic thinker with strong operational and commercial instincts. About Yodlee Yodlee is a ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

... your operations and build long-term enterprise equity. Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

... your operations and build long‑term enterprise equity. Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and ...

First Citizens Bank

Premier Client Banker II LB

Raleigh, NC · On-site

$18.75 - $22.75/hr

... to manage risk related to credit, operational, reputational, regulatory, and legal aspects of ... Wealth Management Preferred Area of Experience: 1+ years in a licensed role License or ...

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Wealth Management Operations information

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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, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $53,061 per year, or $25.5 per hour.

Copy of Client Success Manager

Raleigh, NC • On-site

Yodlee
1 - 5K employees
Learn more about Yodleeexternal

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Copy of Client Success Manager

Yodlee Raleigh, North Carolina, United States

About this position About Yodlee

Yodlee is a pioneer in financial data aggregation and data analytics. We provide our customers with the power and reach to connect to thousands of financial institutions worldwide to securely access financial information. Through our connections, tens of millions of users access their data daily to leverage valuable services provided by our customers like personal finance management, wealth management, personal/business accounting, loan applications, insights, and more.

About the role

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.

The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.

What you'll do
  • Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee’s products.
  • Manage post‑sales relationships to ensure customer satisfaction, retention, and long‑term success.
  • Guide clients on adoption and engagement across the full Yodlee product suite.
  • Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
  • Partner with internal teams—including Product, Marketing, and Professional Services—to communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
Qualifications
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.
About Yodlee

Yodlee is a pioneer in financial data aggregation and data analytics. We provide our customers with the power and reach to connect to thousands of financial institutions worldwide to securely access financial information. Through our connections, tens of millions of users access their data daily to leverage valuable services provided by our customers like personal finance management, wealth management, personal/business accounting, loan applications, insights, and more.

About the role

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.

The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.

What you'll do
  • Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee’s products.
  • Manage post‑sales relationships to ensure customer satisfaction, retention, and long‑term success.
  • Guide clients on adoption and engagement across the full Yodlee product suite.
  • Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
  • Partner with internal teams—including Product, Marketing, and Professional Services—to communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
Qualifications
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.

The pay range for this role is: 125,000 - 150,000 USD per year (Remote)

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