What are the responsibilities and job description for the Wealth Management Operations Manager position at MOHR Talent?
Wealth Management Operations Manager
Melville | Full-Time | On-Site
$70,000- $85,000
About the Opportunity
A growing, client-focused wealth management firm is seeking an experienced Operations Manager to support a high-performing advisory team. This role plays a key part in delivering a seamless, high-touch client experience while ensuring all operational processes are handled with precision and care. This is an excellent opportunity for someone who thrives in a detail-driven environment and enjoys supporting clients through important financial milestones.
Key Responsibilities
- Manage end-to-end client onboarding and account setup
- Process account transfers, ACATs, and money movement requests
- Prepare and track custodial paperwork and documentation
- Maintain accurate CRM records and client activity logs
- Resolve custodian-related issues efficiently
- Support billing, reporting, and internal operations
- Identify and improve workflows and operational processes
- Collaborate with advisors and internal team members
- 3–5 years in financial services or wealth management operations
- Experience with account opening, transfers, and custodians
- Familiarity with CRM systems (Salesforce preferred)
- Experience with platforms like Schwab or Fidelity is a plus
- Strong attention to detail and organizational skills
- Bachelor’s degree preferred
- Series 65 is a plus
- $70,000 – $85,000 base salary
- Performance-based bonus
- Full benefits package (medical, dental, vision, 401k, PTO)
- Long-term growth opportunity
Salary : $70,000 - $85,000