Head of Wealth Management Jobs
Head of Wealth Management jobs are open across private banking, asset management, insurance, and registered investment advisory firms, from senior manager to C-suite, with specializations in high-net-worth client strategy, investment planning, and team leadership. Scan the live roles below and apply to whichever ones fit.
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South Key is conducting a confidential search for a Head of Operations for one of its clients.
Head of Operations, Wealth Management Service Delivery
Remote (U.S.; Eastern or Central time zone preferred) · Full-time · Reports to the COO
Starting base salary $150,000 plus bonus
About the company
We are a growing operations partner to registered investment advisors. Our team works as an extension of our clients' staff, handling financial planning support, investment operations, new business processing and client service so advisors can focus on their clients and their growth.
The role
The Head of Operations is a leadership role, accountable for service delivery, quality, capacity and team performance across all of our client firms. You will lead a remote team of 20+ across client service, investment operations and financial planning, and build the team-lead layer beneath you.
You will stay close to daily operations, but you will lead through your team leads and managers rather than doing the work yourself. This is not a working-supervisor role. Over the next year, you will build an operation that can support significant client growth.
What you'll do
Service delivery and quality
- Own timely, accurate delivery across all operations service lines.
- Set service standards, quality controls and escalation procedures.
- Track turnaround times, SLA commitments, errors, NIGOs, rework and client feedback, and fix the root causes of recurring problems.
- Serve as the senior escalation point for significant delivery issues.
Team leadership
- Lead, coach and develop team leads and staff with clear responsibilities and performance expectations.
- Run consistent training, performance reviews and accountability.
- Partner with recruiting to define staffing needs, interview candidates and onboard new hires.
- Build career paths, cross-training and backup coverage that support retention.
Capacity and delivery economics
- Keep a forward-looking 60–90 day view of workload, staffing, skills and available capacity.
- Measure capacity and put the right staffing structure in place, including team-lead and manager roles, as the business grows.
- Recommend hiring and resource allocation based on demand, service requirements and financial impact.
- Balance productivity with quality and sustainable workloads.
- Make sure new client start dates line up with operational readiness.
Process improvement and onboarding
- Build, standardize and document core workflows while allowing for differences between client firms.
- Improve workflows to reduce manual work, errors and unnecessary handoffs, partnering with the technology team on automation and system changes.
- Own operational readiness for new client engagements: staffing, training, workflows and handoffs.
Reporting
- Maintain a weekly operations scorecard covering quality, service levels, capacity, staffing and delivery risks.
- Turn performance data into clear actions, owners and deadlines, and own the department's quarterly priorities.
What you'll bring
- 3–5 years of direct people-management experience, including hiring, coaching, performance management and staffing decisions. Project leadership alone is not enough.
- Experience overseeing multiple operations functions, such as client service, new business and account opening, money movement, investment operations and financial planning support.
- Experience developing team leads or managers who run their own teams.
- A track record of building and scaling an operation, not only maintaining one: building processes, improving workflows, measuring capacity and putting the right staffing structure in place as the organization grew, with measurable improvements in turnaround time, accuracy, productivity or service levels.
- Experience leading operations or advisor services in wealth management at an RIA. Custodian candidates are welcome if they have led advisor-facing service operations and understand how independent RIAs operate across client service, new business and investment operations.
- Hands-on knowledge of advisory firm workflows: account opening, transfers, custodian requirements, client service and operational accuracy.
- RIA candidates: experience at a firm with more than $500M AUM. $1B+ is preferred.
- Experience leading remote teams.
- Direct, collaborative communication and confidence handling difficult performance conversations.
Nice to have
- Experience with Salesforce, Redtail and common custodian platforms.
- Workflow automation or process-improvement experience.
- Experience with a structured operating or accountability framework (for example EOS).
Your first 90 days
- Get to know the team and each client's delivery requirements.
- Assess immediate service, staffing and coverage risks.
- Clarify responsibilities and escalation paths across operations.
- Set baseline metrics and weekly reporting.
- Build a 60–90 day capacity forecast and a prioritized improvement plan.
How to apply
This search is confidential and is being handled by South Key. Company details will be shared with qualified candidates after an initial conversation.
Pay: $150,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Remote
South Key is conducting a confidential search for a Head of Operations for one of its clients.
Head of Operations, Wealth Management Service Delivery
Remote (U.S.; Eastern or Central time zone preferred) · Full-time · Reports to the COO
Starting base salary $150,000 plus bonus
About the company
We are a growing operations partner to registered investment advisors. Our team works as an extension of our clients' staff, handling financial planning support, investment operations, new business processing and client service so advisors can focus on their clients and their growth.
The role
The Head of Operations is a leadership role, accountable for service delivery, quality, capacity and team performance across all of our client firms. You will lead a remote team of 20+ across client service, investment operations and financial planning, and build the team-lead layer beneath you.
You will stay close to daily operations, but you will lead through your team leads and managers rather than doing the work yourself. This is not a working-supervisor role. Over the next year, you will build an operation that can support significant client growth.
What you'll do
Service delivery and quality
- Own timely, accurate delivery across all operations service lines.
- Set service standards, quality controls and escalation procedures.
- Track turnaround times, SLA commitments, errors, NIGOs, rework and client feedback, and fix the root causes of recurring problems.
- Serve as the senior escalation point for significant delivery issues.
Team leadership
- Lead, coach and develop team leads and staff with clear responsibilities and performance expectations.
- Run consistent training, performance reviews and accountability.
- Partner with recruiting to define staffing needs, interview candidates and onboard new hires.
- Build career paths, cross-training and backup coverage that support retention.
Capacity and delivery economics
- Keep a forward-looking 60–90 day view of workload, staffing, skills and available capacity.
- Measure capacity and put the right staffing structure in place, including team-lead and manager roles, as the business grows.
- Recommend hiring and resource allocation based on demand, service requirements and financial impact.
- Balance productivity with quality and sustainable workloads.
- Make sure new client start dates line up with operational readiness.
Process improvement and onboarding
- Build, standardize and document core workflows while allowing for differences between client firms.
- Improve workflows to reduce manual work, errors and unnecessary handoffs, partnering with the technology team on automation and system changes.
- Own operational readiness for new client engagements: staffing, training, workflows and handoffs.
Reporting
- Maintain a weekly operations scorecard covering quality, service levels, capacity, staffing and delivery risks.
- Turn performance data into clear actions, owners and deadlines, and own the department's quarterly priorities.
What you'll bring
- 3–5 years of direct people-management experience, including hiring, coaching, performance management and staffing decisions. Project leadership alone is not enough.
- Experience overseeing multiple operations functions, such as client service, new business and account opening, money movement, investment operations and financial planning support.
- Experience developing team leads or managers who run their own teams.
- A track record of building and scaling an operation, not only maintaining one: building processes, improving workflows, measuring capacity and putting the right staffing structure in place as the organization grew, with measurable improvements in turnaround time, accuracy, productivity or service levels.
- Experience leading operations or advisor services in wealth management at an RIA. Custodian candidates are welcome if they have led advisor-facing service operations and understand how independent RIAs operate across client service, new business and investment operations.
- Hands-on knowledge of advisory firm workflows: account opening, transfers, custodian requirements, client service and operational accuracy.
- RIA candidates: experience at a firm with more than $500M AUM. $1B+ is preferred.
- Experience leading remote teams.
- Direct, collaborative communication and confidence handling difficult performance conversations.
Nice to have
- Experience with Salesforce, Redtail and common custodian platforms.
- Workflow automation or process-improvement experience.
- Experience with a structured operating or accountability framework (for example EOS).
Your first 90 days
- Get to know the team and each client's delivery requirements.
- Assess immediate service, staffing and coverage risks.
- Clarify responsibilities and escalation paths across operations.
- Set baseline metrics and weekly reporting.
- Build a 60–90 day capacity forecast and a prioritized improvement plan.
How to apply
This search is confidential and is being handled by South Key. Company details will be shared with qualified candidates after an initial conversation.
Pay: $150,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Remote
Head of Wealth Management Jobs by Experience Level
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Find JobsHead of Wealth Management Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in head of wealth management jobs.
- Ten or more years of experience in wealth management, private banking, or financial advisory services
- FINRA Series 7 and Series 66 or equivalent licenses in good standing
- Demonstrated experience managing and growing a team of financial advisors or wealth managers
- Proven history of developing and retaining high-net-worth or ultra-high-net-worth client relationships
- CFP, CFA, or CPWA designation preferred or required by most senior-level employers
- Deep knowledge of investment planning, estate planning, and fiduciary compliance standards
Tips for Your Head of Wealth Management Job Search
Quantify your AUM and client growth
Hiring managers for this role want to see the assets you've overseen and how your book of business grew under your leadership. Replace vague claims with specific figures: total AUM managed, number of client relationships owned, and revenue generated from new business development.
Lead with regulatory and compliance depth
Job postings at this level consistently require fluency with fiduciary standards, SEC and FINRA oversight, and suitability requirements. If your resume buries compliance experience in bullet points, move it higher. Interviewers will probe this area early, so your resume should anticipate that.
Apply early to roles that fit
Migrate Mate lists head of wealth management openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client segment served
Firms hiring for high-net-worth, ultra-high-net-worth, and mass-affluent segments each expect distinct experience. Filter your search by the client tier you've actually worked with and tailor your cover letter to show you understand that segment's planning complexity and service expectations.
Prepare for strategic and behavioral rounds
Interviews at the head level typically include a case on building or restructuring a wealth practice, alongside behavioral questions on managing advisor teams and resolving client escalations. Walk through past decisions using specific outcomes rather than general approaches.
Negotiate total compensation, not just base
Offers at this level often include deferred compensation, production overrides, and equity participation tied to AUM milestones. Before you respond to an offer, understand the vesting schedule and performance triggers so you're negotiating the full economic package.
Head of Wealth Management Jobs: Frequently Asked Questions
Which companies are hiring the most head of wealth managements?
Citi, BNY, and Synovus are hiring the most head of wealth managements right now, with openings concentrated in New York, Pennsylvania, and Illinois, based on current listings on Migrate Mate as of November 2026. Financial services firms, regional banks, and independent registered investment advisors account for the bulk of active postings.
How many head of wealth management jobs are remote?
About 83% of head of wealth management openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Strategic and operational functions, such as practice management, advisor coaching, and investment committee work, are more likely to allow remote arrangements than client-facing or branch-leadership positions.
How do you become a head of wealth management?
Most people reach this role by starting as a financial advisor or wealth manager, building a substantial client book, then stepping into team lead or branch manager positions. Earning a CFP or CFA designation accelerates progression. Demonstrating you can recruit, retain, and develop advisors, not just manage your own clients, is what moves you into a head-level role.
How can you get a head of wealth management job with little experience?
Direct entry at the head level without prior leadership experience is rare, but candidates from adjacent disciplines can break in. A strong background in financial planning, compliance, or investment operations, combined with managing a small team or project, can substitute for formal management tenure. Targeting smaller independent firms or regional banks, where the head role carries both advisory and leadership duties, is a practical starting point.
What does the head of wealth management interview process look like?
The process typically runs three to four rounds. An initial screening covers your background, licensing, and leadership philosophy. A second round often includes a business plan presentation or case study on growing a wealth practice. Final rounds bring in senior leadership and may include a panel with compliance or risk stakeholders. References from prior managers and clients are standard before an offer is extended.
Where can I find and apply to head of wealth management jobs?
You can find and apply to head of wealth management jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and target market, and apply directly to each listing that fits.
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