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Wealth Operations Officer Jobs (NOW HIRING)

Old National Bank

Wealth Risk Officer

Waconia, MN

$60K - $121.30K/yr

Wealth Risk Officer Job Locations US-MN-Waconia Category/Function Trust/Wealth Management Position ... Operations, and Corporate Trust business lines. Perform First Line of defense testing and ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

The Compliance Officer serves as a second line of defense oversight leader responsible for ... Serve as an independent control function-not responsible for business execution or operational ...

US Bank

Chief Private Banking Officer

Denver, CO

TheChief Private Banking Officer provides enterprise leadership for Wealth Management's Private ... Collaborate across Wealth Management, Commercial Banking, Treasury Management, Operations, and ...

US Bank

Chief Private Banking Officer

New York, NY

TheChief Private Banking Officer provides enterprise leadership for Wealth Management's Private ... Collaborate across Wealth Management, Commercial Banking, Treasury Management, Operations, and ...

U.S. Bank

Chief Private Banking Officer

Denver, CO · On-site

The Chief Private Banking Officer provides enterprise leadership for Wealth Management's Private ... Collaborate across Wealth Management, Commercial Banking, Treasury Management, Operations, 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 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?

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.

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:
Wealth Operations Officer jobs near you
Infographic showing various Wealth Operations Officer job openings in the United States as of May 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Temporary. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $77,254 per year, or $37.1 per hour.
Senior Trust Operations Analyst

Senior Trust Operations Analyst

Westwood Holdings Group

Dallas, TX • On-site

Full-time

Retirement, PTO

Posted 15 days ago

Job description

WHO WE ARE
Westwood Holdings Group, Inc. (NYSE: WHG) is a boutique asset management firm that offers a diverse array of actively-managed and outcome-oriented investment strategies, along with white-glove trust and wealth services, to institutional, intermediary and private wealth clients. For over 40 years, Westwood's client-first approach has fostered strong, long-term client relationships due to our unwavering commitment to delivering bespoke investment strategies with a vehicle-optimized approach, exceptional counsel and unparalleled client service. Our flexible and agile approach to investing allows us to adapt to constantly changing markets, while continually seeking innovative strategies that meet our investors' short and long-term needs.
Our team at Westwood comes from varied backgrounds and life experiences, which reflects our origins as a woman-founded firm. We are committed to incorporating diverse insights and knowledge into all aspects of our services and solutions. Our culture and approach to our business reflect our core values-integrity, reliability, responsiveness, adaptability, flexibility and collaboration-and underpin our constant pursuit of excellence. For more information on Westwood, please visit westwoodgroup.com. Based in Dallas, Westwood also maintains offices in Chicago and Houston.
ABOUT THE ROLE
The Senior Trust Operations Analyst is responsible for handling more complex transactions for the day-to-day operational activities using established procedures and guidelines to identify and resolve issues in a timely manner, including the processing of transactions and performing other tasks under the direct supervision of the Trust Operations Officer. Responsibilities may include processing and oversight of an assigned set of daily accounting tasks related to cash disbursements, asset movement and control, income posting, fees processing, cash and custody balancing, records retention and common fund trading as well as review and approvals on other team members' work product. Will act independently in determining resolutions for the majority of issues with transaction processing and approvals for the team, coordinating with supervisor as needed.
A DAY IN THE LIFE
Transaction Processing
  • Ensure processing of assigned transactions are completed timely and accurately within area of responsibility as well as providing support and oversight to other team members to ensure processing is completed timely and accurately for the team. Typically processes the most complex transactions within the department with minimal guidance from the supervisor.
  • Duties may include:
    • Daily reconciliation, processing and settlement with multiple custodians, including posting security trades, income payments, corporate actions and asset transfers at custodians for bonds, equities and mutual funds. Will be able to process as well as provide review, approval and support to other team members
    • Monthly and quarterly fee processing, including collection, variance reviews, fee reversals/recalculations, calculation of final fees and reporting to accounting department

Reporting/Administrative
  • Review and update client online portal access setup for new users
  • Preparation of reports for various auditors, as needed
  • Assist in year-end account processes and annual tax reporting (1099's 5498's, tax worksheets, K-1 transaction reporting), including review of other team members' reporting
  • Maintain on-site dual control vault, including adding or removing items and regular audits
  • Serve as a contributing member of the Trust Review Committee, including review of other team members' reconciliations and reporting for Committee
  • Assist Trust Operations officer with various system administration, including user setup, troubleshooting and training

Review/Reconciliation/Approvals
  • Reconcile and review various Daily/Monthly/Quarterly reporting for the Trust Department and management including cash flow reporting, daily balancing between accounting system and bank, tax and client reporting, and bank reconciliations
  • Approval of new accounts in Trust Accounting system (FIS/Trust Desk), ensuring compliance with established processes
  • Review and approve outgoing client, custodian and intercompany disbursements at bank
  • Review and approve work of the team for various cash and security reconciliations
  • Coordinate with auditors and team to ensure accurate and timely reporting for multiple audits
  • Review and approve monthly state withholding returns and corresponding payments with multiple state entities, ensuring accurate system reporting as well as timely and accurate reporting to the various states
  • Review and approve monthly internal Trust account reconciliations

Issue Resolution
  • Works within the department and with Trust Administration to identify and resolve transaction, reporting and system issues. Typically, will identify and resolve the most complex issues independent of the Supervisor by identifying problems and recommending solutions
  • Coordinate resolutions with Trust Administration for transactions, procedures, systems and work to identify complex transaction issues and possible resolutions in partnership with Trust Operations officer

Backup and Cross Training
  • Provide backup and support to all team members as needed. Typically assumes primary backup of most complex processes and Trust Operations Officer duties, as needed.
  • Maintain updated process/procedure documentation for department including preparing written documentation, reviewing other team members' updates and ensuring accuracy
  • Provide training to other team members to ensure adequate backup across all positions

Projects, as assigned
  • Other duties and projects as assigned.

WHAT YOU'LL NEED
Minimum Education Required
  • Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
  • Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
  • Minimum Education Required
    • Bachelor's degree in Business, Finance, Accounting or similar field; or 6+ years equivalent experience in lieu of degree
  • Minimum Specific Experience Required
    • 5+ years of experience in a client service organization; 3+ years Trust or Investment Management experience

WHO YOU ARE
  • High attention to detail
  • Excellent communication skills, both written and verbal; phone etiquette with a client focus
  • Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships
  • Outstanding problem solving and time management skills and ability to multi-task
  • Willing and able to work independently as well as in a group
  • Highly motivated and proactive with a willingness to assist in all tasks
  • Ability to maintain confidentiality
  • Able to work collaboratively in a small team environment
  • Proficiency with Microsoft Office including Word, Excel, Outlook, Teams and SharePoint
  • Experience using FIS/TrustDesk (Metavante) a plus

WHAT YOU'LL GET
  • Competitive salary, benefits and 401K company match that vests immediately upon participation.
  • Parental leave & PTO policy.
  • Collaborative, dynamic work environment with a fast-paced, mission driven company.

Physical Demands
The physical demands required to perform the essential duties successfully are consistent with a professional office environment.
Travel
Occasional travel may be required to other offices or to training opportunities.
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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