Practice Manager/Operations Manager | Wealth Management

ZipRecruiter; 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. The ideal candidate will have a strong background in financial services and excel in a fast-paced environment. Responsibilities include managing schedules, client onboarding, and improving processes. This role offers a competitive salary and performance-based incentives, with flexibility for remote work for the right candidate.

Benefits

Flexible work environment

Qualifications

• 5+ years in operations, practice management, or executive support in financial services.
• Highly organized, detail-oriented, able to manage multiple priorities.

Responsibilities

• Optimize daily workflow and scheduling of client meetings.
• Manage client onboarding process and ensure compliance.
• Identify areas for operational improvement and enhance workflows.

Skills

Organizational Skills

Problem-Solving

Communication

Education

Bachelor's degree in Business, Finance, or related field

Tools

CRM systems

Scheduling tools

Financial services software

Job description

Practice Manager/Operations Manager | Wealth Management

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

Industry: Financial Services / Wealth Management

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

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

Qualifications & Experience

1. Education: Bachelor's degree required (Business, Finance, or a related field).
2. Experience: 5+ years in operations, practice management, or executive support within financial services, wealth management, or a similar environment.
3. Skills & Competencies: Highly organized, detail-oriented, able to manage multiple priorities, with strong problem-solving skills and a proactive mindset.
4. Excellent verbal and written communication skills.
5. Proficiency in CRM systems, scheduling tools, and financial services software.
6. Ability to thrive in a fast-paced, high-pressure environment.
7. Experience working with financial advisors, insurance professionals, or investment firms.
8. Knowledge of financial planning, insurance, or investment processes.

Compensation & Benefits

• Base Salary: $75,000 - $110,000 (depending on 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)