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How much do wealth management operations jobs pay per hour?

As of Jun 28, 2026, the average hourly pay for wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 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 Chief Operating Officer typically have the highest salaries, often exceeding seven figures for experienced professionals in large firms. These positions require extensive industry experience, advanced certifications like the CFA or CFP, and strong leadership skills.

What is operations in wealth management?

Operations in wealth management involve the administrative and support functions that ensure the smooth processing of client transactions, account management, compliance, and reporting. Professionals in this area use tools like CRM systems and require attention to detail to maintain accurate client records and adhere to regulatory standards.

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.

Is 200,000 enough to work with a financial advisor?

For a wealth management operations professional, a $200,000 portfolio can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of the financial plan. Many advisors have minimum investment requirements or fee-based models that may influence the level of service provided at this amount. Understanding fee structures and investment strategies is important when engaging with a financial advisor.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive client portfolios, specialized skills, and certifications like the CFP or CFA. High earnings are often associated with successful advisors working in affluent markets or managing large assets under management (AUM).
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Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 10% Full Time, 74% Part Time, 3% Temporary, and 10% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office ...

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office ...

Goldman Sachs

New York, NY • On-site

Other

Posted 21 days ago

Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

30th of 142 rated banks

Job description

YOUR IMPACT

Goldman Sachs Family Office is seeking a highly experienced and dynamic individual to oversee and advise private clients and family offices by leading the rollout and optimization of consolidated reporting solutions, guiding operational setup and governance, evaluating outsourcing strategies, and providing expert counsel on technology platforms to ensure seamless integration, efficiency, and enhanced client experience throughout the client lifecycle.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Family Office (GSFO)

Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. GSFO is in search of a Vice President to lead family office advisory offering for our most strategic Ultra-High-Net-Worth (UHNW) clients and family offices. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Consolidated Reporting: Lead the strategic rollout, implementation, and ongoing optimization of investment portfolio consolidated reporting solutions across private clients, ensuring seamless data integration, accurate reporting, and enhanced client experience. Oversee the broader consolidated reporting team. Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, onboarding, report presentation and troubleshooting.
  • Family Office Advisory: Advise on the establishment and structuring of new family offices, providing guidance on operational setup, governance frameworks, and best practices. Collaborate with existing family offices to enhance their operational efficiency, investment strategies, and governance.
  • Outsourcing Strategy: Evaluate and recommend optimal outsourcing strategies for various family office functions (e.g., accounting, reporting, IT, cyber security, compliance, payroll, administrative support) to enhance efficiency, reduce costs, and mitigate risks.
  • Best Practices and Thought Leadership: Develop and disseminate leading best practices in family office management, operations, technology utilization, and governance to clients and internal teams, positioning the firm as a thought leader.
  • Team Leadership and Mentorship: Provide guidance and mentorship to junior team members, fostering a collaborative and high-performing advisory environment.
  • Act as a trusted advisor, providing expert guidance and best practices for the assessment, strategic selection, and optimization of advanced technology systems and platforms for family offices. This includes advising on solutions for portfolio management, CRM, document management, financial aggregation, and reporting, with a focus on ensuring seamless integration, data integrity, and alignment with consolidated reporting requirements at Goldman Sachs.  

EXPERIENCE & SKILLS WE'RE LOOKING FOR

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field is required. An MBA, JD, CFA, CFP, or other relevant advanced degree/certification is highly preferred. 
  • A minimum of 10-15 years of client facing experience in wealth management, private banking or family office services dealing with UHNW clients
  • Demonstrated expertise leading consolidated reporting functions, ideally within a large financial institution like Goldman Sachs, including specific experience with platforms like Addepar.
  • In-depth understanding of the Addepar reporting platform 
  • Family Office Acumen: In-depth knowledge of family office operations, structures, and best practices, including a strong command of relevant technology systems (e.g., Addepar, Arch, wealth aggregation platforms) and their application to enhance efficiency and reporting. Familiarity with reporting systems and standards prevalent at major financial institutions is highly valued.
  • Communication & Interpersonal Skills: Exceptional verbal and written communication skills, with the ability to articulate complex concepts clearly and persuasively to sophisticated clients and family members, as well as internal stakeholders at Goldman Sachs.
  • Leadership: Proven ability to lead, influence, and collaborate effectively within a team and across various stakeholders, including leading reporting initiatives.
  • Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Salary Range
The expected base salary for this New York, New York, United States-based position is $115000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

 

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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