Operations Officer
Boca Raton, FL · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: • be ... Your team You'll be working in-person as part of Wealth Management Americas as a part of Field ...
Operations Officer
Boca Raton, FL · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: • be ... Your team You'll be working in-person as part of Wealth Management Americas as a part of Field ...
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Operations Officer
Garden City, MI · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Operations Officer
Garden City, MI · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Operations Officer
Detroit, MI · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Operations Officer
Detroit, MI · On-site
Do you know how to bring out the best in people? We're looking for an Operations Officer to: * be ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Description The Business Operations Lead serves as a strategic advisor and trusted partner to the Head of Wealth Operations, enabling executive focus, organizational alignment, and operational ...
Wealth Operations Sr Tax Manager
$111.57K - $183.30K/yr
... the wealth tax operations function. This role ensures delivery of high-quality tax services to ... Partner closely with Account Officers and Relationship Managers to support client needs, address ...
New
Wealth Operations Sr Tax Manager
$111.57K - $183.30K/yr
... the wealth tax operations function. This role ensures delivery of high-quality tax services to ... Partner closely with Account Officers and Relationship Managers to support client needs, address ...
New
Wealth Operations Sr Tax Manager
Boston, MA · On-site
$111.57K - $183.30K/yr
... the wealth tax operations function. This role ensures delivery of high-quality tax services to ... Partner closely with Account Officers and Relationship Managers to support client needs, address ...
New
Wealth Operations Sr Tax Manager
Boston, MA · On-site
$111.57K - $183.30K/yr
... the wealth tax operations function. This role ensures delivery of high-quality tax services to ... Partner closely with Account Officers and Relationship Managers to support client needs, address ...
New
Wealth Operations Tax Analyst
$72.21K - $118.37K/yr
The Tax Operations Analyst is responsible for executing and overseeing tax operations processes ... Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service ...
New
Wealth Operations Tax Analyst
$72.21K - $118.37K/yr
The Tax Operations Analyst is responsible for executing and overseeing tax operations processes ... Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service ...
New
Wealth Operations Tax Analyst
Boston, MA · On-site
$72.21K - $118.37K/yr
The Tax Operations Analyst is responsible for executing and overseeing tax operations processes ... Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service ...
New
Wealth Operations Tax Analyst
Boston, MA · On-site
$72.21K - $118.37K/yr
The Tax Operations Analyst is responsible for executing and overseeing tax operations processes ... Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service ...
New
Senior Associate, Global Private Wealth Operations
Boston, MA · Hybrid
$130K - $145K/yr
The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of Global Private Wealth and the Chief Operating Officer, Global Private Wealth-providing leverage ...
Senior Associate, Global Private Wealth Operations
Boston, MA · Hybrid
$130K - $145K/yr
The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of Global Private Wealth and the Chief Operating Officer, Global Private Wealth-providing leverage ...
Senior Associate, Global Private Wealth Operations
Boston, MA · On-site
$130K - $145K/yr
The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of Global Private Wealth and the Chief Operating Officer, Global Private Wealth-providing leverage ...
Senior Associate, Global Private Wealth Operations
Boston, MA · On-site
$130K - $145K/yr
The Senior Associate, Global Private Wealth Operations will serve as support function to the Head of Global Private Wealth and the Chief Operating Officer, Global Private Wealth-providing leverage ...
Wealth Operations Specialist II
Boston, MA · On-site +1
$22.74 - $36.55/hr
Respond to routine tax-related inquiries from Client Service Associates and Account Officers with a focus on accuracy and timeliness. * Provide clear and concise updates on operational status ...
Wealth Operations Specialist II
Boston, MA · On-site +1
$22.74 - $36.55/hr
Respond to routine tax-related inquiries from Client Service Associates and Account Officers with a focus on accuracy and timeliness. * Provide clear and concise updates on operational status ...
Wealth Operations Specialist II
Boston, MA · On-site
$22.74 - $36.55/hr
Respond to routine tax-related inquiries from Client Service Associates and Account Officers with a focus on accuracy and timeliness. * Provide clear and concise updates on operational status ...
Wealth Operations Specialist II
Boston, MA · On-site
$22.74 - $36.55/hr
Respond to routine tax-related inquiries from Client Service Associates and Account Officers with a focus on accuracy and timeliness. * Provide clear and concise updates on operational status ...
Risk Officer Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry ... the operations of the Bluespring Wealth firms and serving as a subject matter expert on risk ...
Risk Officer Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry ... the operations of the Bluespring Wealth firms and serving as a subject matter expert on risk ...
Compliance - Risk Officer
Austin, TX · On-site
The Risk Officer is responsible for independently running risk identification and mitigation for ... the operations of the Bluespring Wealth firms and serving as a subject matter expert on risk ...
Compliance - Risk Officer
Austin, TX · On-site
The Risk Officer is responsible for independently running risk identification and mitigation for ... the operations of the Bluespring Wealth firms and serving as a subject matter expert on risk ...
Fee Operations Manager
$145K - $180K/yr
Qualifications: * 10+ years of fee operations experience in financial services; trust or wealth ... As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of ...
Fee Operations Manager
$145K - $180K/yr
Qualifications: * 10+ years of fee operations experience in financial services; trust or wealth ... As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of ...
Wealth Operations Officer information
See salary details
$39.9K is the 25th percentile. Wages below this are outliers.
$31.5K - $41K
28% of jobs
$41K - $50.6K
13% of jobs
$50.6K - $60.1K
5% of jobs
The median wage is $68.5K / yr.
$60.1K - $69.7K
4% of jobs
$69.7K - $79.2K
5% of jobs
$79.2K - $88.8K
7% of jobs
$88.8K - $98.3K
7% of jobs
$101.7K is the 75th percentile. Wages above this are outliers.
$98.3K - $107.9K
13% of jobs
$107.9K - $117.4K
9% of jobs
$117.4K - $127K
3% of jobs
$127K - $136.5K
4% of jobs
$31.5K
$77.3K
$136.5K
How much do wealth operations officer jobs pay per year?
As of May 31, 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 are the key skills and qualifications needed to thrive as a Wealth Operations Officer, and why are they important?
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 are Wealth Operations Officers?
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.
Is $500,000 enough to work with a financial advisor?
A Wealth Operations Officer or financial advisor typically recommends a minimum investment amount that varies by firm, but $500,000 is generally considered sufficient to work with a financial advisor for comprehensive wealth management. This amount allows for diversified investment strategies and the use of advanced financial planning tools. However, some advisors may have higher minimums, so it's important to confirm specific requirements with the advisor or firm.
Is an operations officer a stressful job?
A Wealth Operations Officer typically handles financial transactions, compliance, and client account management, which can involve high attention to detail and meeting strict deadlines. The job may be stressful during busy periods or when managing complex client portfolios, but workload and stress levels vary depending on the organization and specific responsibilities.
What are the 7 pillars of wealth?
The 7 pillars of wealth typically refer to key areas for building financial stability and growth, including income, savings, investments, debt management, insurance, tax planning, and estate planning. As a Wealth Operations Officer, understanding these pillars helps in advising clients on comprehensive wealth strategies and ensuring proper management of their financial resources.
What does a wealth operations specialist do?
A wealth operations specialist manages the administrative and operational tasks related to high-net-worth client accounts, including processing transactions, ensuring compliance, and supporting portfolio management. They often work with financial software, perform data analysis, and coordinate with advisors to ensure smooth client service and accurate record-keeping.
What is the difference between Wealth Operations Officer vs Wealth Analyst?
| Aspect | Wealth Operations Officer | Wealth Analyst |
|---|---|---|
| Credentials | Typically requires certifications like CFA or CFP, relevant experience | Often holds degrees in finance, economics, or related fields; certifications like CFA are common |
| Work Environment | Financial institutions, private banks, wealth management firms | Financial firms, investment banks, asset management companies |
| Primary Focus | Operational processes, client onboarding, compliance, and transaction management | Analyzing 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.
More about Wealth Operations Officer jobs
What job categories do people searching Wealth Operations Officer jobs look for? The top searched job categories for Wealth Operations Officer jobs are:
Job description
Your role
Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?
We're looking for an Operations Officer to:
• be an operational subject matter expert in the Market area
• assist in managing operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market
• report into the Market Operations Officer aligned to the Market
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working in-person as part of Wealth Management Americas as a part of Field Operations. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
• ideally 5 years of experience with a leading financial institution
• management experience in branch operations
• high school diploma or equivalent (college degree a plus)
• series 7, 66, and 9/10 or 8 - these are required for this role
• motivated, self-directed and driven
• talented at building partnerships and knowing when to delegate
• skilled at creating a positive business culture (you have the human touch)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?
We're looking for an Operations Officer to:
• be an operational subject matter expert in the Market area
• assist in managing operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market
• report into the Market Operations Officer aligned to the Market
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working in-person as part of Wealth Management Americas as a part of Field Operations. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
• ideally 5 years of experience with a leading financial institution
• management experience in branch operations
• high school diploma or equivalent (college degree a plus)
• series 7, 66, and 9/10 or 8 - these are required for this role
• motivated, self-directed and driven
• talented at building partnerships and knowing when to delegate
• skilled at creating a positive business culture (you have the human touch)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US