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Wealth Operations Officer Jobs (NOW HIRING)

Eastern Bank

Wealth Operations Sr Tax Manager

Boston, MA · On-site

$111K - $183K/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 ...

Eastern Bank

Wealth Operations Sr Tax Manager

Boston, MA

$111K - $183K/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 ...

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Wealth Operations Officer information

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$31.5K

$77.3K

$136.5K

How much do wealth operations officer jobs pay per year?

As of Aug 5, 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?

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 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.

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 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.
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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 July 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $77,254 per year, or $37.1 per hour.

Operations Officer

HSBC Global Services Limited

Chicago, IL • On-site

Full-time

Posted 22 days ago

Job description

Some Careers Grow Faster Than Others.


If you’re looking for a career that will help you to stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.  International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.


We are currently seeking a high-caliber professional to join our team as Operations Officer

 

Roles & Responsibilities: 

In this role, you will:

  • Is responsible for ensuring the teams deliver in line with its demand statements
  • Is responsible for planning and prioritisation of day to day services across teams
  • Is responsible for supporting the implementation of change programmes as directed by the Line manager, including Global Standards
  • Develop and implement Operating Procedures in accordance with the respective Business Services Operating Model; highlighting any local procedures.
  • Process customer instructions accurately in accordance with agreed quality standards.
  • Demonstrate ways to improve service quality and exceed customer’s expectations.
  • Receive/make calls from/to customers (internal/ external) (applicable to voice processors only)
  • Apply knowledge of relevant operational manuals (including the Ops FIM), anti-money laundering, sanctions and internal procedures/polices and regulatory requirements of the business to ensure suspicious transactions are promptly escalated and to continually evaluate the operational risks inherent in the process.
  • Ensure that transactions are executed in accordance with the established procedures and standards.

Qualifications & Experience

  • Experience in banking is required, especially in card & loan sector.
  • Prior experience and background required.
  • Good knowledge of the products/systems/applications used in the operational environment.
  • Strong communication & interpersonal skills.
  • Ability to prioritize and organize workload, multi-task, adapt quickly to change, and deliver under the pressure of deadlines.
  • Proven track record towards high level of customer service.
  • Opening up a world of opportunity.

http://www.hsbc.com/careers

About HSBC Vietnam: https://www.about.hsbc.com.vn/vi-vn

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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