Senior Level Vice President of Wealth Management Jobs
Senior level vice president of wealth management jobs place experienced professionals in charge of portfolio strategy, client relationship governance, and the advisory teams that deliver results. Openings are concentrated in Investment & Asset Management, Banking & Financial Services, and Fintech, with a mix of on-site, hybrid, and remote roles available, and employers like Goldman Sachs, JPMorganChase, and M&s hiring at this level now.
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Open roles8
Top stateNew York
Top employerGoldman Sachs
Top cityNew York, NY
Work type86% On-site
Top industryInvestment
Showing 5 of 8+ Senior Level Vice President of Wealth Management jobs
VP, Wealth Advisor Services & Operations
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Added 1mo ago
NFP Corp
VP, Wealth Advisor Services & Operations
New York, New York
Added 1mo ago
Vice President or Principal, Wealth Management Marketing
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Added 3mo ago
Adams Street Partners
Vice President or Principal, Wealth Management Marketing
New York, New York
Added 3mo ago
Vice President, Wealth Management Credit Decisioning Unit
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Added 4mo ago
JPMorganChase
Vice President, Wealth Management Credit Decisioning Unit
New York, New York
Added 4mo ago
Business Strategy Wealth Management Operations - Vice President
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Added 5mo ago
JPMorganChase
Business Strategy Wealth Management Operations - Vice President
Newark, Delaware
Added 5mo ago
VP- Wealth Management Operations Strategy- Digital Assets
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Added 8mo ago
Morgan Stanley
VP- Wealth Management Operations Strategy- Digital Assets
New York, New York
Added 8mo ago
Added 1mo ago
VP, Wealth Advisor Services & Operations
NFP Corp·New York, New York
Job functions:
$117k - $200k/yr
10+ yrs exp.
Bachelor's degree
Full Time
5,001-10,000 employees
Job Description
Posting Description:
Summary: The Vice President, Asset Management Operations is responsible for supporting the evaluation and continuous improvement of operational processes across asset management functions. This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency.
The role plays a key part in supporting initiative prioritization, improving process execution, and ensuring operational alignment with business and regulatory requirements. A critical component of this position is leveraging and supporting the firm’s core operational platform, ensuring data integrity and effective utilization across teams.
JOB ACCOUNTABILITIES:
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
#LI-JS3
#LI-JS3
Who We Are:
Lenox Advisors is a premier MassMutual agency supporting a network of financial professionals who provide insurance, investment, and financial planning solutions to clients nationwide. As part of NFP, an Aon company, we offer the resources of a large organization while maintaining the culture and agility of a high-performing agency. Our team is dedicated to delivering exceptional advisor support, effective supervision, and operational excellence that drive business growth and client confidence.
Summary: The Vice President, Asset Management Operations is responsible for supporting the evaluation and continuous improvement of operational processes across asset management functions. This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency.
The role plays a key part in supporting initiative prioritization, improving process execution, and ensuring operational alignment with business and regulatory requirements. A critical component of this position is leveraging and supporting the firm’s core operational platform, ensuring data integrity and effective utilization across teams.
JOB ACCOUNTABILITIES:
- Evaluate key operational processes to identify inefficiencies and improvement opportunities
- Analyze workflows to identify delays, errors, and trends
- Recommend enhancements to improve efficiency, quality, and scalability
- Partner with leadership to support ongoing process improvements
- Product/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery
KPI Monitoring, Reporting & Insights
- Monitor and report on KPIs across operations
- Track trends such as error rates, turnaround times, and NIGO trends
- Identify areas for improvement and recommend actionable solutions
- Support development of reporting and dashboards for leadership visibility
Prioritization & Initiative Support
- Support prioritization of operational initiatives in partnership with leadership
- Assist in tracking progress against key milestones
- Help coordinate execution and identify risks or delays
- Provide updates and insights to support decision-making
Systems & Data Integrity
- Act as a subject matter expert on operational systems and workflows
- Ensure accurate and consistent data usage across processes
- Identify gaps in system usage and data quality
- Partner with technology teams to provide input on enhancements
Compliance Support & Operational Oversight
- Support adherence to FINRA, SEC, and Broker Dealer requirements
- Monitor operational metrics tied to compliance (error rates, audit findings)
- Partner with Compliance to identify risks and implement improvements
- Ensure processes align with regulatory expectations
Training & Capability Development
- Coordinate and support training programs for employees and advisors
- Develop training materials aligned with processes and systems
- Deliver flexible training approaches tailored to varying experience levels
- Coordinate resources to deliver timely and effective training
- Evaluate effectiveness of training and recommend improvements
Collaboration & Stakeholder Support
- Collaborate across operations, advisory, compliance, and technology teams
- Provide insights and recommendations to support business decisions
- Support alignment across teams to improve consistency and execution
JOB COMPETENCIES:
- Broker-dealer operations and regulatory frameworks (FINRA, SEC)
- Asset management products (managed money, annuities, alternatives, HNW)
- Operational systems and workflows
- Investment and market fundamentals
- Process improvement principles
Required Skills/Abilities
- Strong analytical and KPI interpretation skills
- Ability to identify trends and recommend practical improvements
- Strong organization and prioritization
- Ability to support multiple initiatives
- Effective communication and collaboration
- Ability to navigate and improve complex systems
- Experience supporting training or onboarding efforts
Required Behaviors/Attitudes
- Detail-oriented with strong execution focus
- Proactive and solution-oriented
- Collaborative and team-focused
- Adaptable in a changing environment
- Strong accountability and ownership
- Commitment to continuous improvement
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
- 4-year college degree required. Advanced degree a plus
- 10+ years in financial services or operations experience in process improvement and performance analysis
- Series 7, Series 24 a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $117,000.00 – $200,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
#LI-JS3
#LI-JS3
#NFP
NFP Corp
VP, Wealth Advisor Services & Operations
New York, New York
Added 1mo ago5,001-10,000 employees
Job functions:
$117k - $200k/yr
10+ yrs exp.
Bachelor's degree
Full Time
Job Description
Posting Description:
Summary: The Vice President, Asset Management Operations is responsible for supporting the evaluation and continuous improvement of operational processes across asset management functions. This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency.
The role plays a key part in supporting initiative prioritization, improving process execution, and ensuring operational alignment with business and regulatory requirements. A critical component of this position is leveraging and supporting the firm’s core operational platform, ensuring data integrity and effective utilization across teams.
JOB ACCOUNTABILITIES:
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
#LI-JS3
#LI-JS3
Who We Are:
Lenox Advisors is a premier MassMutual agency supporting a network of financial professionals who provide insurance, investment, and financial planning solutions to clients nationwide. As part of NFP, an Aon company, we offer the resources of a large organization while maintaining the culture and agility of a high-performing agency. Our team is dedicated to delivering exceptional advisor support, effective supervision, and operational excellence that drive business growth and client confidence.
Summary: The Vice President, Asset Management Operations is responsible for supporting the evaluation and continuous improvement of operational processes across asset management functions. This role focuses on analyzing key performance indicators (KPIs), identifying trends and areas for improvement, and partnering with leadership to enhance service delivery, efficiency, and consistency.
The role plays a key part in supporting initiative prioritization, improving process execution, and ensuring operational alignment with business and regulatory requirements. A critical component of this position is leveraging and supporting the firm’s core operational platform, ensuring data integrity and effective utilization across teams.
JOB ACCOUNTABILITIES:
- Evaluate key operational processes to identify inefficiencies and improvement opportunities
- Analyze workflows to identify delays, errors, and trends
- Recommend enhancements to improve efficiency, quality, and scalability
- Partner with leadership to support ongoing process improvements
- Product/Platform Readiness - Facilitate delivery of new products/processes; from process formulation, documentation, training (internal/external), communications, to client delivery
KPI Monitoring, Reporting & Insights
- Monitor and report on KPIs across operations
- Track trends such as error rates, turnaround times, and NIGO trends
- Identify areas for improvement and recommend actionable solutions
- Support development of reporting and dashboards for leadership visibility
Prioritization & Initiative Support
- Support prioritization of operational initiatives in partnership with leadership
- Assist in tracking progress against key milestones
- Help coordinate execution and identify risks or delays
- Provide updates and insights to support decision-making
Systems & Data Integrity
- Act as a subject matter expert on operational systems and workflows
- Ensure accurate and consistent data usage across processes
- Identify gaps in system usage and data quality
- Partner with technology teams to provide input on enhancements
Compliance Support & Operational Oversight
- Support adherence to FINRA, SEC, and Broker Dealer requirements
- Monitor operational metrics tied to compliance (error rates, audit findings)
- Partner with Compliance to identify risks and implement improvements
- Ensure processes align with regulatory expectations
Training & Capability Development
- Coordinate and support training programs for employees and advisors
- Develop training materials aligned with processes and systems
- Deliver flexible training approaches tailored to varying experience levels
- Coordinate resources to deliver timely and effective training
- Evaluate effectiveness of training and recommend improvements
Collaboration & Stakeholder Support
- Collaborate across operations, advisory, compliance, and technology teams
- Provide insights and recommendations to support business decisions
- Support alignment across teams to improve consistency and execution
JOB COMPETENCIES:
- Broker-dealer operations and regulatory frameworks (FINRA, SEC)
- Asset management products (managed money, annuities, alternatives, HNW)
- Operational systems and workflows
- Investment and market fundamentals
- Process improvement principles
Required Skills/Abilities
- Strong analytical and KPI interpretation skills
- Ability to identify trends and recommend practical improvements
- Strong organization and prioritization
- Ability to support multiple initiatives
- Effective communication and collaboration
- Ability to navigate and improve complex systems
- Experience supporting training or onboarding efforts
Required Behaviors/Attitudes
- Detail-oriented with strong execution focus
- Proactive and solution-oriented
- Collaborative and team-focused
- Adaptable in a changing environment
- Strong accountability and ownership
- Commitment to continuous improvement
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS:
- 4-year college degree required. Advanced degree a plus
- 10+ years in financial services or operations experience in process improvement and performance analysis
- Series 7, Series 24 a plus
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $117,000.00 – $200,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
#LI-JS3
#LI-JS3
#NFP
See All 8 Senior Level Vice President of Wealth Management Jobs
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Find JobsSenior Level Vice President of Wealth Management Job Market
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Senior Level Vice President of Wealth Management Jobs: Frequently Asked Questions
How do I get a senior level vice president of wealth management job?
Employers at this level look for demonstrated ownership of large books of business, a history of leading advisory teams, and the ability to set and execute wealth strategy for high-net-worth or institutional clients. Candidates who can show measurable client retention, portfolio growth, and experience mentoring junior advisors stand out. Series 65 or 66 licensing, CFP or CFA credentials, and deep knowledge of estate planning and investment vehicles all strengthen an application considerably.
Which companies hire senior level vice president of wealth managements?
Companies hiring senior level vice president of wealth managements right now include Goldman Sachs, JPMorganChase, and M&s, based on current listings on Migrate Mate as of November 2026. Hiring at this level is led by regional and national banks, independent registered investment advisors, wirehouses, and private wealth boutiques that manage complex client portfolios.
Are there remote senior level vice president of wealth management jobs?
Yes, though client-facing responsibilities mean fully remote roles are less common than in other fields. About 14% of senior level vice president of wealth management openings are remote or hybrid as of November 2026, with hybrid arrangements being most typical. Many firms allow flexibility for internal and planning work while expecting in-person presence for key client meetings and team leadership.
What makes a vice president of wealth management role senior level?
Senior level roles are defined by the scope of accountability rather than task execution. At this stage, professionals own a sizable client book independently, lead or mentor a team of advisors and analysts, and contribute to firmwide strategy on client acquisition or service model design. The expectation shifts from following a process to building and refining one, with outcomes measured at the practice or division level, not just the individual account level.
Which industries hire the most senior level vice president of wealth managements?
Senior Level vice president of wealth management roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring because they serve client segments with complex, long-term wealth needs, from high-net-worth individuals and family offices to corporate retirement plan sponsors, requiring senior-level expertise to manage relationships and deliver customized financial strategies.