What are the responsibilities and job description for the Wealth Operations Manager position at MOHR Talent?
Wealth Operations Manager
Melville, NY | $75K – $85K Bonus
We’ve partnered with a growing wealth management firm seeking a Wealth Operations Manager to support multiple advisors and ensure seamless execution across client onboarding and account management.
This role is ideal for someone who has operated in a multi-advisor or multi-location environment and understands the importance of precision, responsiveness, and client experience.
What You’ll Do:- Oversee account onboarding and client setup processes
- Manage transfers (ACATs), distributions, and money movement
- Coordinate with custodians and resolve account issues
- Support multiple advisors and client relationships
- Maintain CRM accuracy and documentation
- Improve workflows and operational efficiency
- 4 years in wealth management / financial services operations
- Strong experience with custodians (Schwab, Fidelity, etc.)
- Experience supporting multiple advisors or offices preferred
- Highly detail-oriented with strong ownership mentality
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com