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Wealth Management Operations Jobs in Raleigh, NC

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

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

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 Area of Experience: 1+ years in a licensed role License or ...

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Wealth Management Operations information

See Raleigh, NC salary details

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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.

Financial Services Technical Onboarding Consultant - North Hills, NC

Advyzon

Raleigh, NC • On-site

Full-time

Re-posted yesterday

Job description

Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
  • Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
  • Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
  • Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
  • Configure platform settings and assist clients with system setup based on their business requirements
  • Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
  • Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
  • Document client requirements, decisions, and implementation milestones throughout each engagement
  • Participate in annual conference presentations and user trainings

Client Consulting & Problem Solving
  • Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
  • Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
  • Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
  • Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.

Cross-Functional Collaboration
  • Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
  • Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
  • Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform

Process Improvement & Knowledge Development
  • Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
  • Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
  • Participate in ongoing product training and professional development opportunities
  • Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience

Qualifications
Required
  • Bachelor's degree or equivalent professional experience
  • 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
  • Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
  • Excellent organizational and project management skills with the ability to manage multiple priorities simultaneously
  • Strong analytical and problem-solving abilities
  • Comfortable learning new technology platforms and business processes
  • Ability to work independently while collaborating effectively across departments

Preferred
  • Experience working with wealth management technology, fintech, or financial services
  • Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations
  • Experience implementing SaaS software platforms
  • Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology
  • Experience delivering virtual client training or software implementations
  • On-site experience with clients
Compensation:
$75k-$85k annually with a $15k-$20k target bonus
This is a hybrid position at our North Hills/Raleigh location.

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