Wealth Management Operations Manager
- Hiring from
- United States
- Work type
- Hybrid
- Posted
- Sep 26, 2026
Financial Freedom Happens Here – and it starts with YOU.
At FAIRWINDS Credit Union, we're more than a workplace; we're a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom, for our members and for you.
This is a great opportunity for a strong people leader who enjoys developing teams, improving operational execution, and creating a positive experience for both employees and clients.
Your Role in Our Mission
- Lead, coach, and develop Wealth Management operational support staff.
- Coordinate workloads, staffing coverage, and daily team priorities.
- Monitor service levels and ensure operational tasks are completed accurately and on time.
- Support hiring, onboarding, training, and performance management activities.
- Partner with advisors and support teams to deliver an exceptional member and client experience.
- Assist with the resolution of complex service issues and escalations.
- Monitor team performance and provide regular coaching and feedback.
- Prepare operational reports and communicate status updates to leadership.
- Support audits, compliance initiatives, operational controls, and risk management activities.
- Collaborate with LPL, custodians, vendors, and internal business partners to support department operations.
What Makes You a Great Fit
- Bachelor's degree in Business Administration, Finance, Management, or a related field.
- Experience leading operations, service, or support teams within a financial services or wealth management environment.
- Strong experience coaching employees and managing daily operational workflows.
- Ability to prioritize multiple responsibilities in a fast-paced environment.
- FINRA Series 7 license preferred, or the ability to obtain the SIE and Series 7 within six months.
A Culture of Care and Reward:
You give your best, and we give back with a comprehensive and meaningful rewards package:
- Enjoy 11 paid holidays and generous paid time off to recharge and reset
- Build your future with a 6% 401(k) match
- Eligible for a $700 annual contribution to your Health Savings Account
- Access our comprehensive maternity leave program to support growing families
- Stay covered with medical, dental, vision, disability, and life insurance
- Grow your career through leadership development, tuition assistance, and advancement opportunities
- Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
- Thrive in a purpose-driven, people-first culture where your impact matters
This is more than your next job. It’s your next step in changing lives; starting with your own!
About FAIRWINDS Credit Union
At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members’ lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we’re nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes’ 2025 Best-in-State Credit Unions and one of Orlando Business Journal’s Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!
FAIRWINDS is an Equal Opportunity Employer.