Operations Director – Wealth Management & Client Operations

Generational Group; Richardson (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A leading wealth management firm in Richardson, TX is seeking an Operations Director to lead operational strategies. This key role involves overseeing client service, technology integration, and team development. Ideal candidates will have a Bachelor’s degree and 5–8 years of experience in a similar environment. The firm provides competitive benefits including medical and vision insurance, and a 401(k).

Qualifications

• Deep understanding of RIA custodial processes and reporting workflows.
• Excellent leadership and analytical skills are a must.

Responsibilities

• Lead operational strategy ensuring efficiency and scalability.
• Manage technology stack and oversee client service operations.

Skills

Leadership

Communication

Analytical skills

Operational process improvements

Client onboarding

Education

Bachelor’s degree in Finance, Business Administration, or related field

5–8 years of progressive experience in operations management

Tools

Wealthbox CRM

Salesforce

Orion

Job description

A leading wealth management firm in Richardson, TX is seeking an Operations Director to lead operational strategies. This key role involves overseeing client service, technology integration, and team development. Ideal candidates will have a Bachelor’s degree and 5–8 years of experience in a similar environment. The firm provides competitive benefits including medical and vision insurance, and a 401(k).