Practice Manager/Operations Manager | Wealth Management

Claire Myers Consulting; Houston (TX); Remote; USD 75,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Practice Manager/Operations Manager to enhance operational efficiency and oversee daily operations within a high-performing practice. The ideal candidate will have a strong background in financial services operations, excellent communication skills, and the ability to thrive in a fast-paced environment. This role offers a competitive salary and performance-based incentives, with flexibility for remote work for the right candidate.

Qualifications

• 5+ years in operations, practice management, or executive support.
• Strong background in calendar management and client service.

Responsibilities

• Optimize daily workflow and manage client onboarding.
• Identify areas for process improvement and enhance operational efficiency.

Skills

Organizational Skills

Problem Solving

Communication

Education

Bachelor's degree

Tools

CRM systems

Scheduling tools

Financial services software

Job description

Practice Manager/Operations Manager | Wealth Management

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Practice Manager/Operations Manager | Wealth Management

Location: Houston, TX (Open to Remote for the Right Candidate)

Compensation: $75,000 - $110,000 base salary + performance-based incentives (Total Comp: $100,000 - $130,000+)

About the Role

Our client, a top producer in the financial services industry, is seeking a highly skilled Practice Manager/Operations Manager to oversee daily operations and enhance efficiency within a high-performing practice. This role requires a strategic thinker who thrives in a fast-paced environment, excels at managing multiple priorities, and brings a strong background in financial services operations.

Key Responsibilities

• Calendar & Schedule Management: Optimize daily workflow, ensuring seamless scheduling of client meetings, internal briefings, and external engagements.
• Meeting Preparation & Follow-up: Organize agendas, prepare documents, track action items, and ensure timely execution of next steps.
• Client Onboarding & Service: Manage and streamline the client onboarding process, ensuring all paperwork, compliance, and account setup are completed efficiently.
• Operational Efficiency & Process Improvement: Identify areas for improvement, implement best practices, and enhance workflows to maximize productivity.
• Team Coordination: Serve as the central point of contact for internal teams, ensuring smooth communication and collaboration.
• Data & CRM Management: Maintain client records, track key metrics, and leverage technology to enhance operational effectiveness.
• Confidentiality & Discretion: Handle sensitive client and business information with the utmost professionalism and confidentiality.

Qualifications & Experience

• Education: Bachelor's degree required (Business, Finance, or a related field preferred).
• Experience:
• 5+ years of experience in operations, practice management, or executive support within financial services, wealth management, or a similar high-performance environment.
• Strong background in calendar management, client service, and operational oversight.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Strong problem-solving abilities with a proactive, solution-driven mindset.
• Excellent verbal and written communication skills.
• Proficiency in CRM systems, scheduling tools, and financial services software.
• Ability to thrive in a fast-paced, high-pressure environment.
• Preferred:
• Experience working with financial advisors, insurance professionals, or investment firms.
• Knowledge of financial planning, insurance, or investment processes.

Compensation & Work Environment

• Base Salary: $75,000 - $110,000 (commensurate with experience)
• Performance-Based Incentives: Total compensation potential of $100,000 - $130,000+
• Flexible work environment (local preference in Houston, but open to remote for the right candidate)