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Wealth Operations Officer Jobs (NOW HIRING)

UBS

Operations Officer

Fort Lauderdale, 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 ...

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 ...

Eastern Bank

Wealth Operations Tax Analyst

Boston, MA · On-site

$72K - $118K/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 ...

Eastern Bank

Wealth Operations Tax Analyst

Boston, MA · On-site

$72K - $118K/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 ...

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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 Jul 13, 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 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.

How many financial advisors make $500,000 a year?

Wealth Operations Officers typically do not earn $500,000 annually, as this level of compensation is more common among senior financial advisors or those managing large client portfolios. Most financial advisors earning this amount have extensive experience, certifications like the CFP or CFA, and work in high-net-worth environments. Compensation varies based on firm size, location, and individual performance.

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.

What is a wealth operations officer?

A wealth operations officer is responsible for managing the administrative and operational functions within a wealth management or private banking team. They handle tasks such as client account processing, compliance, reporting, and supporting financial advisors to ensure smooth client service and regulatory adherence.

What jobs make $1,000,000 a year?

In the field of wealth operations, high-level roles such as Chief Investment Officer, Private Equity Partner, or Senior Hedge Fund Manager can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced financial skills, and a strong network within the finance industry.

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.

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

For a Wealth Operations Officer, $200,000 can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds ranging from $25,000 to $100,000 or more. The amount needed depends on the advisor's fee structure and the client's financial goals, but this level of wealth typically allows for personalized financial planning and investment management services.
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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 96% Full Time, and 4% 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

Operations Officer

UBS

Fort Lauderdale, FL • On-site

Full-time

Posted 27 days ago

Job description

Your role
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
UBS Financial Services logo

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

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