wealth ops

OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and CRM systems.You will analyze service metrics, collaborate with custodians, and drive...

Emprise Bank in Wichita seeks a detail‐oriented trust operations administrator to streamline processes, shorten setup, distribution, and account‐closure times, and maintain precise documentation and client records across systems. You will coordinate with internal departments and external partners to support trust operations.Deliver high‐touch client...

State Street Corporation seeks a Vice President, Wealth Operations & Supervision to lead cross‑functional execution in a broker‑dealer environment. You will oversee supervisory control, risk, and client‑facing processes, coordinating across Operations, Client Service, Trading, and Technology.Ideal candidates have 10+ years in wealth or broker‑dealer...

Synovus seeks a Senior Analyst, Fund Administration/The Family Office (TFO) Operations Coordinator Sr.) to manage and coordinate alternative fund administration for UHNW client strategies. You will collaborate with outside fund administrators to deliver NAV packages, capital calls, and financial reports, while owning relationships with external fund...

Integrity Wealth is seeking a Senior Director, Advisor Transition to lead the end-to-end transition of newly recruited advisors and their books onto the platform. This role heads a 17-person organization spanning the Transition Center of Excellence, project leadership, and shared services to ensure a fast, clean onboarding with a white-glove experience.The...

RFG Advisory seeks an Operations Manager to lead the Huntsville branch's operational engine, covering trading, compliance, client service, and office leadership. You will support the Lead Advisor and ensure frictionless day-to-day activity for clients and advisors. The role requires 3–5+ years in wealth-management operations, proficiency with Schwab and...

Beacon Pointe Advisors is seeking an exceptional Operations Specialist for our Central Support team in Scottsdale, AZ, to support Ultra High Net Worth clients. The successful candidate will join a talented group delivering investment management and financial planning services to high-net-worth individuals, families and institutions. You will prepare client...

A financial services firm in Johnston, RI is seeking a CSI Principal Control Analyst for Wealth Ops. This role involves conducting supervisory reviews of investment submissions, performing risk assessments, and collaborating with internal stakeholders. Candidates should have at least 3 years of experience in wealth management and relevant FINRA licenses. The...

White Tiger Connections Inc. in Manasquan, NJ, seeks a Director of Financial Advisors & Operations to own the full operational infrastructure of its RIA and serve as the right hand to senior firm leadership. This role blends building scalable systems with coaching advisors, supporting the sales pipeline, and ensuring the Servicing FA team has the tools to...

RFG Advisory seeks an Operations Manager to lead the Huntsville branch's operational engine, covering trading, compliance, client service, and office leadership. You will support the Lead Advisor and ensure frictionless day-to-day activity for clients and advisors.The role requires 3–5+ years in wealth-management operations, proficiency with Schwab and...

White Tiger Connections Inc. in Manasquan, NJ, seeks a Director of Financial Advisors & Operations to own the full operational infrastructure of its RIA and serve as the right hand to senior firm leadership. This role blends building scalable systems with coaching advisors, supporting the sales pipeline, and ensuring the Servicing FA team has the tools to...

This position will require 3 days onsite at the downtown Milwaukee corporate office. About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function, which is at the...

This position will require 3 days onsite at the downtown Milwaukee corporate office. About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function, which is at the...

This position will require 3 days onsite at the downtown Milwaukee corporate office. About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function, which is at the...

This position will require 3 days onsite at the downtown Milwaukee corporate office. About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function, which is at the...

This position will require 3 days onsite at the downtown Milwaukee corporate office. About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Field Function, which is at the...

Carson Group is seeking a Relationship and Operations Manager to serve as a key partner to advisors and leadership, overseeing client service, office operations, and strategic initiatives. This in-office role requires four days onsite and emphasizes process improvement, project management, and confidentiality.The ideal candidate will have 5+ years in wealth...

CSI Principal Control Analyst – Wealth Ops Citizens Join to apply for the CSI Principal Control Analyst - Wealth Ops. role at Citizens The Principal Control Analyst is responsible for conducting supervisory reviews of submitted investment / insurance business and may be responsible for executing final principal determination for the submitted business on...

Bank of America is seeking a securities operations professional to oversee day-to-day transaction processing within Wealth Management Operations. The role focuses on supervising the team, training staff, and addressing inquiries while ensuring accurate and timely processing of payments and settlements.Responsibilities include completeness assessments, issue...

JPMorganChase in San Francisco seeks a Client Service Group Manager within J.P. Morgan Advisors to lead the branch's sales support and administrative teams. The role focuses on driving training programs and implementing process improvements to support growth.You will report to the Head of the Client Service Group and the local Regional Director as part of...