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Business Risk & Control Manager – Consumer Deposits and Payments
Busey Bank
Leawood, KS · Schaumburg, IL · Burr Ridge, IL · Champaign, IL · Scottsdale, AZ · Glenview, IL · Carmel, IN · Fort Myers, FL
- $98,000 to $140,000 USD / year
The Consumer Business Risk & Compliance Manager creates, facilitates, and executes risk and control frameworks within the Consumer Payments and Deposits departments of Busey Bank. This…
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Regional Manager- IN/KY
NEW EARTH RESIDENTIAL LLC
Louisville, KY
To support and assist all aspects of the community operations, while reporting to and acting under the direction of the Vice President.
Added 2 mins ago
CF
Information Security Analyst I
Chartway Federal Credit Union
Virginia Beach, VA · South Jordan, UT
- $31.25 to $40.87 USD / hour
CompTIA Security+ certification required · Candidates must have a good credit history for consideration
Added 2 mins ago
Manager, Digital Consumer Experience and Optimization
Mars
Franklin, TN
…experiences across a portfolio of leading pet care brands. As Manager, Digital Consumer Experience and Optimization, you will drive organic growth, consumer engagement, loyalty, and…
Added 2 mins ago
CP
Full charge bookkeeper/controller for a nonprofit
COMPLETE PLAYGROUND INC
New York, NY
- $70,000 to $85,000 USD / year
You will work closely with the General Manager and ownership to maintain accurate financial records, ensure proper financial reporting and compliance, and provide the financial clarity…
Added 3 mins ago
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Account Executive
Symplicity
Remote, United States
- $85,000 to $135,000 USD / year
…Account Executive to grow our Outcomes and CSM (Career Services Manager) product lines - the tools institutions and employability-focused organizations use to track, prove, and improve…
Added 3 mins ago
Manager - RGM Strategy & Promo Optimization
Diageo Beer Company USA
3 World Trade Center, NY
The Manager - RGM Strategy & Promo Optimization is a critical role responsible for enabling and delivering the Revenue Growth Management (RGM) initiatives across Diageo’s Spirits and Beer…
Added 3 mins ago
Customer Service Representative
Circle K
Yorktown, IN
Notifies Store Manager of any equipment failure or maintenance/supply needs.
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Store Assistant Manager
Circle K
Lebanon, TN
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Sherwood, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
North Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
North Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
North Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
Added 3 mins ago
Store Assistant Manager
Circle K
North Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Little Rock, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Alexander, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Fort Smith, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Fort Smith, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Fort Smith, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Fayetteville, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Johnson, AR
You will assist the Store Manager with oversight of the Stationstore operations. You’ll help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and…
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Store Assistant Manager
Circle K
Springdale, AR
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Store Assistant Manager
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Aston Carter

Client Services Manager (Wealth Management)

Bellevue, WA, United States

$75,000 to $85,000 USD / year

Apply on usnlx.com About employer

Applications open in a new tab.

Job details

Pay: $75,000 to $85,000 USD / year
Experience: 2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
Posting language: English
Posted: Oct 29, 2026

Original job description

Wealth Management Associate / Operations Manager

Location: Bellevue, WA (100% Onsite)

Compensation: $75,000 - $85,000 + Growth Opportunity

Industry: Wealth Management / Registered Investment Advisor (RIA)

Join a Growing Top-Tier Wealth Management Firm

Are you looking for an opportunity where you can make a meaningful impact, work directly with leadership, and play a key role in the growth of a high-performing wealth management practice?

Our Bellevue-based wealth management firm manages more than $1.2B in client assets, with approximately $2B firmwide across multiple offices. We're seeking a polished, client-focused professional who enjoys balancing relationship management, operational leadership, and strategic problem-solving.

This position is ideal for someone who has experience supporting financial advisors, high-net-worth clients, or business operations and is looking to take the next step in their career with greater responsibility and visibility.

What You'll DoClient Relationship Management

Serve as a trusted point of contact for clients and deliver a white-glove service experience
Build strong, long-term relationships with high-net-worth individuals and families
Participate in client meetings and assist advisors with meeting preparation, follow-up, and ongoing service needs
Coordinate onboarding and account maintenance activities from start to finish

Operations & Practice Management

Help oversee daily operations for a growing advisory practice
Manage workflows, prioritize tasks, and ensure service requests are completed efficiently
Coordinate with custodians, platform providers, and internal stakeholders
Support process improvements that enhance both client experience and operational efficiency
Assist with mentoring and supporting other team members as the firm continues to grow

Wealth Management Support

Review and process investment-related transactions
Assist with portfolio administration, financial reporting, and cash management activities
Support financial planning initiatives and client review preparation
Help create market and investment-related reporting for advisors and clients
Maintain accurate client records and CRM data

QualificationsPreferred Experience

2+ years of experience in wealth management, private wealth, financial planning, RIA operations, or financial services
Experience supporting advisors and high-net-worth clients
Strong organizational and project management skills
Exceptional attention to detail and follow-through
Excellent verbal and written communication abilities
Ability to thrive in a fast-paced, client-focused environment

Highly Desired

Series 65, 66, 7, or 63 licensing (or interest in obtaining licensing)
Experience with Schwab Advisor Center, Salesforce, Orion, eMoney, iRebal, or similar wealth management platforms
Previous RIA, brokerage, private banking, or financial advisory experience

Why Join This Firm?

Work directly alongside experienced Wealth Advisors and leadership

Gain exposure to all aspects of a successful and growing wealth management business

Join a collaborative, close-knit team where your contributions are highly visible

Opportunity to take on leadership responsibilities and influence firm operations

Clear path for professional growth as the organization continues to expand

Be part of a respected advisory firm serving sophisticated, high-net-worth clients

This is an excellent opportunity for a motivated professional who enjoys both client interaction and operational leadership and wants to build a long-term career within a growing wealth management organization.

Job Type & Location

This is a Permanent position based out of Bellevue, WA.

Pay and Benefits

The pay range for this position is $75000.00 - $85000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

401k match 6% Employee Benefits 100% paid, but do have to pay for additional family members.

Job Type & Location

This is a Permanent position based out of Bellevue, WA.

Application Deadline

This position is anticipated to close on Nov 11, 2026.

Workplace Type

This is a fully onsite position in Bellevue,WA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Work requirements

Jobs in the United States