ZipRecruiter

Log In

1

Wealth Operations Analyst Jobs (NOW HIRING)

SEACORP

Financial Operations Analyst

Arlington, VA

... wealth goals. Key Responsibilities include: * Process Improvement: Identifying inefficiencies, documenting workflows, and implementing better operational procedures, often using data analytics for ...

Deutsche Bank

Operations Analyst

New York, NY · On-site

Job Title Operations Expert Corporate Title Analyst- Assistant Vice President Location New York, NY ... Custody, Wealth Advisory, Brokerage and Lending as well as the Deposit business with a combined ...

Clarios

Manufacturing Operations Analyst

Canby, OR · On-site

You will maintain operations excellence and HPT scorecards, analyze leading indicators, track ... We recognize that people come with a wealth of experience and talent beyond just the technical ...

SEACORP

Financial Operations Analyst

Arlington, VA · On-site

... wealth goals. Key Responsibilities include: * Process Improvement: Identifying inefficiencies, documenting workflows, and implementing better operational procedures, often using data analytics for ...

Altruist

Sales Operations Analyst

Los Angeles, CA · On-site

$79K - $113K/yr

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by ... As a Sales Operations Analyst, you'll build and maintain the reporting, analytics, and operational ...

Eastern Bank

Wealth Operations Specialist II

Boston, MA · On-site +1

$22.74 - $36.55/hr

The Tax Operations Specialist is responsible for the accurate execution of tax-related operational ... Escalate issues, inconsistencies, or questions to Analysts or senior team members for further ...

next page

Showing results 1-20

People also search for

All JobsWealth Operations Analyst Jobs

Wealth Operations Analyst information

See salary details

$14

$33

$56

How much do wealth operations analyst jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for wealth operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Operations Analyst, and why are they important?

To thrive as a Wealth Operations Analyst, you need strong analytical skills, attention to detail, and a solid understanding of financial products and operational processes, usually supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial software (such as Bloomberg or Excel), and industry regulations is typically required, and certifications like Series 7 or CFA are advantageous. Excellent organizational abilities, problem-solving skills, and clear communication help you navigate complex transactions and collaborate with various stakeholders. These competencies are crucial for ensuring accurate trade settlements, regulatory compliance, and seamless client service in the fast-paced wealth management environment.

What are some common challenges a Wealth Operations Analyst faces when managing complex client portfolios?

Wealth Operations Analysts often encounter challenges such as ensuring data accuracy across multiple systems, navigating varied client requests, and adhering to strict regulatory requirements. Handling time-sensitive transactions and collaborating efficiently with advisors and custodians can also be demanding, especially during peak periods or when onboarding new clients. Proactive communication and strong attention to detail are essential to mitigate errors and deliver a seamless client experience.

What is a Wealth Operations Analyst?

A Wealth Operations Analyst is a financial professional who supports the operational aspects of wealth management services. They ensure the smooth processing of client transactions, maintain accurate records, and assist with account administration for high-net-worth clients. Their responsibilities often include reconciling accounts, processing transfers, and supporting compliance with regulatory requirements. Wealth Operations Analysts play a crucial role in ensuring clients receive timely and accurate financial services, working closely with advisors and other financial teams.
What cities are hiring for Wealth Operations Analyst jobs? Cities with the most Wealth Operations Analyst job openings:

Wealth Management and Financial Planning Operations Analyst

Canterbury Capital Wealth Management

Tuscaloosa, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Canterbury Capital Wealth Management is seeking an individual to provide operational business support for their Financial Advisors growing practices. The primary role of this position is to provide new business and ongoing service support for wealth management clients.

Job Responsibilities:

  • Client Relationship Management - handle requests, resolve issues, research, and assist with all client requests
  • Onboard new clients and establish accounts
  • Prepare all client review meeting materials for advisors; handle all meeting follow-up action items
  • Continuous business activity tracking
  • Mutual fund, equity, ETF, and municipal bond trading in client accounts
  • Prepare and process documents, new applications, checks, distribution, and maintenance forms
  • Keep systems up-to-date with client information
  • Educate clients on account services and technology capabilities
  • Financial plan data entry and analysis
  • Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
  • Prepare reports, data entry, maintain spreadsheets and logs
  • Work closely with the senior operations specialists, and provide backup support to the team

Required Qualifications:

  • Relevant industry experience or education
  • College degree
  • Ability to pass a criminal history and credit background check
  • Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
  • Learning agility with software programs

Desired Skills:

  • Series 7/66 & Alabama Life/Health Annuity license, or willingness to obtain
  • Excellent organizational, preparation, and time management skills
  • Outstanding attitude and positive energy
  • Strong confident voice/communication (verbal, phone, email, mail) and customer service skills
  • A strong focus on assuring details are correct
  • Ability to successfully manage multiple projects and priorities