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Wealth Operations Officer Jobs (NOW HIRING)

EXANTE

Chief Operations Officer Worksite : Remote Responsibilities * Pricing strategy - set and own the pricing strategy across the wealth segment client book. * Client segmentation - segment the wealth ...

CiresiMorek

Chief Operating Officer

Cleveland, OH · On-site

Experience with B2B distribution operations Preferred Requirements: * MBA or continued education in ... CiresiMorek is a collective of seasoned professionals, each bringing a wealth of experience and a ...

Old National Bank

Wealth Risk Officer

Saint Louis Park, MN · On-site

$60K - $121K/yr

J ob Summary Work within Old National Wealth Advisors (ONWA) to ensure adherence to applicable regulations , laws , policies and procedures A ssist with coordinating internal and external audit s and ...

Old National Bank

Wealth Risk Officer

Waconia, MN · On-site

$60K - $121K/yr

We are currently seeking a Wealth Risk Officer that will work within Wealth Management to ensure ... Operations, and Corporate Trust business lines. Perform First Line of defense testing and ...

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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 Jun 23, 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.

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 jobs make $1,000,000 a year?

In the field of wealth operations, senior roles such as Chief Wealth Officer or high-level private bankers can earn close to or exceeding $1 million annually, especially with bonuses and incentives. These positions typically require extensive experience, advanced certifications, and a strong network within the financial 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.

What job makes $10,000 a month without a degree?

A Wealth Operations Officer typically earns a salary that can reach or exceed $10,000 per month, especially with experience and specialized skills in financial management, compliance, and client relations. Such roles often require strong analytical abilities, industry knowledge, and certifications like CFA or CPA, but may not require a traditional college degree. High earnings in this field depend on performance, responsibilities, and the organization’s size and location.

What jobs pay 500,000 a year in the US?

In the US, roles such as senior investment bankers, hedge fund managers, and top executives in finance and technology can earn $500,000 or more annually. These positions often require advanced degrees, extensive experience, and strong performance in high-pressure environments. Compensation may include base salary, bonuses, and profit-sharing arrangements.

What are the responsibilities of an operations officer?

A Wealth Operations Officer is responsible for managing the administrative and operational functions related to wealth management, including processing transactions, maintaining client records, ensuring compliance with regulations, and supporting financial advisors. They often use specialized software and require strong organizational skills to ensure efficient service delivery and accurate reporting.
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Wealth Operations Officer jobs near you
Infographic showing various Wealth Operations Officer job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 98% Physical, and 2% Remote job distribution, with an average salary of $77,254 per year, or $37.1 per hour.

Head of Commercial - Wealth Segment

EXANTE

On-site, Remote

Other

Posted 4 days ago

Job description

Company & Culture 

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralised trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments-including stocks, ETFs, bonds, futures, and options-all within a single, multi-currency account. 

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company forward. 

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritise investing in our most valuable asset-our people. Join us in shaping the future of finance. 

About the Role

To drive the commercial performance of EXANTE's wealth segment client book through pricing, segmentation, product and cost optimization, with full P&L responsibility for the wealth segment. 

Reporting line: Chief Operations Officer

Worksite: Remote

Responsibilities

  • Pricing strategy - set and own the pricing strategy across the wealth segment client book.
  • Client segmentation - segment the wealth book and design differentiated propositions by segment.
  • Competitive benchmarking - run continuous benchmarking against wealth-segment peers.
  • Product development - target profitable client segments, working with the relevant trading and product desks.
  • Cost optimisation - review and optimise the economics of serving the wealth segment.
  • Customer economics - take a data-driven approach to lifetime value, churn and pricing experimentation, in partnership with Technology.
  • Cross-functional cooperation - work closely with Sales and Relationship Managers, Compliance, Risk, Treasury and Technology.
  • Pathway to extend - grow the remit across all EXANTE client segments once wealth performance is established.

Experience

  • 8-15 years' experience in revenue management, pricing or commercial product roles at a brokerage, exchange, neobank or fintech serving wealth, premium or retail segments.
  • Client-book economics - direct experience optimising the economics of a trading or investment client book is essential.
  • Strong quantitative skills - pricing analytics, segmentation, experimentation and customer-economics modelling.
  • Track record of uplift - demonstrable, measurable commercial uplift through pricing, segmentation, product or cost changes.
  • Regulatory knowledge - working knowledge of MiFID II and equivalent retail-conduct regimes, including FCA Consumer Duty, sufficient to navigate pricing and product governance without friction.
  • Fluent English - mandatory.
  • Commercial and hands-on - data-driven, comfortable operating with a lean team and with full accountability for a P&L.

What we offer

  • Competitive salary that reflects your experience and the value you bring.
  • Flexibility that fits your life - work from home, from our office, or a mix of both. You decide what works best.
  • Flexible benefits package - choose the options that suit your life, not a one-size-fits-all bundle.
  • A genuinely good place to work - an informal, collaborative culture where ideas are heard and bureaucracy stays out of your way.
  • Continuous learning - ongoing training, education programs, and the support to deepen your expertise in a fast-moving industry.
  • Connection beyond your desk - events that bring our teams together to network and celebrate.
  • Global exposure - work side by side with talented colleagues from all over the world, across a business serving clients in 100+ countries.

Apply