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Wealth Operations Officer Jobs (NOW HIRING)

Bravera

Wealth Operations Associate

Bismarck, ND · On-site

Bravera Wealth is hiring for a Wealth Operations Associate in Bismarck, ND. Bravera is an employee ... BSA Officer. * Will be required to drive a company vehicle with some overnight travel required.

UBS

Operations Officer

Bellevue, WA · On-site

Do you know how to bring out the best in people? We're looking for an Operations Officer to: • be ... The team You'll be working in-person as part of Wealth Management Americas as a part of Field ...

UBS

Operations Officer

Garden City, NY · On-site

Do you know how to bring out the best in people? We're looking for an Operations Officer to: • be ... The team You'll be working in-person as part of Wealth Management Americas as a part of Field ...

UBS

Operations Officer

New York, NY · On-site

Do you know how to bring out the best in people? We're looking for an Operations Officer to: be an ... The team You'll be working in-person as part of Wealth Management Americas as a part of Field ...

New

First Business Financial Services, Inc.

WI · On-site

$120 - $180/hr

Trust Officers * Wealth Planners * Commercial Banking Partners * Wealth Operations Teams Position Requirements * Bachelor's Degree in related business/finance field of study * 7+ years of financial ...

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Wealth Operations Officer information

See salary details

$31.5K

$77.3K

$136.5K

How much do wealth operations officer jobs pay per year?

As of Sep 6, 2026, the average yearly pay for wealth operations officer in the United States is $77,254.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $102,500.00 per year, depending on experience, location, and employer.

What is a wealth operations officer?

Wealth Operations Officers are financial professionals who oversee and manage the administrative and operational aspects of wealth management services. They support financial advisors and clients by ensuring that investment transactions, account openings, compliance checks, and reporting are processed accurately and efficiently. Their role is essential in maintaining smooth day-to-day operations within private banking, investment firms, or wealth management divisions, allowing advisors to focus on client relationships and financial strategies. Wealth Operations Officers also help ensure regulatory compliance and risk management within the organization.

What are the key skills and qualifications needed to thrive as a wealth operations officer?

To thrive as a Wealth Operations Officer, you need a solid understanding of financial operations, investment products, and regulatory compliance, often supported by a degree in finance or related fields. Familiarity with wealth management platforms, portfolio management systems, and knowledge of KYC/AML requirements are typically required. Strong attention to detail, analytical thinking, and excellent communication skills distinguish top performers in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory adherence, and seamless client service in wealth management operations.

What are some typical challenges faced by a wealth operations officer and how can they be addressed?

Wealth Operations Officers often encounter challenges such as managing complex client transactions, ensuring regulatory compliance, and keeping up with evolving financial technologies. Successfully navigating these issues requires strong attention to detail, ongoing training, and effective communication with advisors, clients, and back-office teams. Proactively collaborating with compliance departments and leveraging robust workflow systems can help streamline processes and minimize errors, ultimately supporting seamless client experiences.

What is the difference between Wealth Operations Officer vs Wealth Analyst?

AspectWealth Operations OfficerWealth Analyst
CredentialsTypically requires certifications like CFA or CFP, relevant experienceOften holds degrees in finance, economics, or related fields; certifications like CFA are common
Work EnvironmentFinancial institutions, private banks, wealth management firmsFinancial firms, investment banks, asset management companies
Primary FocusOperational processes, client onboarding, compliance, and transaction managementAnalyzing investment opportunities, market research, portfolio analysis

The Wealth Operations Officer primarily manages operational tasks within wealth management, ensuring smooth client onboarding and compliance. In contrast, a Wealth Analyst focuses on analyzing investments and market data to support wealth strategies. Both roles are essential in the wealth management industry but serve different functions.

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What job categories do people searching Wealth Operations Officer jobs look for?

The top searched job categories for Wealth Operations Officer jobs are:

Wealth Operations Officer jobs near you
Infographic showing various Wealth Operations Officer job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $77,254 per year, or $37.1 per hour.

Wealth Operations Associate

Bravera

Bismarck, ND • On-site

Full-time

Medical, Retirement, PTO

Posted 27 days ago

Job description

Bravera Wealth is hiring for a Wealth Operations Associate in Bismarck, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
This position is responsible for performing various duties relating to the processing and administration of retirement plan services accounts, including balancing reports, processing client company payrolls, handling disbursements, and preparing periodic statements. Day-to-day activities will require direction and supervision from the Operations Manager and other Retirement Plan Advisors. Will aid in the communication between departments, offices and Subsidiaries.
MEASURES OF SUCCESS:
  1. Willing and eager to learn new concepts and systems
  2. Shows attention to detail and strives for accuracy on a daily basis
  3. Effective communication and team collaboration skills

DUTIES AND RESPONSIBILITIES:
  1. Responsible for understanding and acting in accordance with the legal responsibilities of a Fiduciary.
  2. Responsible for operations and maintenance of the retirement plan services participant record-keeping system (Relius) for Bravera Wealth. This position requires constant monitoring of the daily activity involving fiduciary accounts.
  3. Input of employee contribution/distribution data, and production of client/participant statements on the Relius system.
  4. Process periodic payroll information for the Company retirement plan services' clients.
  5. Monitor and reconcile the daily transactions and assist with daily balancing.
  6. Preparation of various reports by account, plan, and/or Company, as requested by Retirement Plan Advisor or Management.
  7. Answering questions/inquiries from Bravera Wealth clients and service providers under the supervision of the Wealth Operations Manager.
  8. Balance various statements and securities by location, as needed.
  9. Maintain participant and plan sponsor web-set up and process daily web activity.
  10. Assist the Wealth Operations Manager with year-end plan reports, as needed.
  11. Knowing and following current Bravera Wealth policies and procedures.
  12. Responsible for promoting teamwork and open communication among all functions of the Holding Company and with Subsidiaries.
  13. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
  14. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
  15. The employee will adhere to all trust rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
  16. Will be required to drive a company vehicle with some overnight travel required. Must maintain a clear driving record in order to maintain coverage under American's vehicle insurance provider.
  17. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.

QUALIFICATIONS:
  • Education: HS diploma or equivalence with 2-4 years of post-secondary education preferred;
  • Experience: Applicable job experience of less than five years in wealth department operations with accounting background.
  • Must be self-motivated and use initiative.
  • Strong communication skills and effective listening skills.
  • Close attention to details and strong organizational skills.
  • Ability to work with numbers accurately and attentively.
  • Knowledge of general accounting/bookkeeping principles along with knowledge of Microsoft Word and Excel is necessary.
  • Knowledge of retirement plan services administration preferred.

Location
Bismarck, ND
Benefits
To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values
  • Give and earn trust. We support and empower one another to earn trust through accountable performance.
  • Learn, teach and mentor. We are a learning organization that invests in growth and development.
  • Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.

Want to learn more about careers with Bravera? Go to bravera.bank/careers.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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