Wealth Management Operations Lead (In-Office)

Right Executive Search, LLC; Fort Worth (TX); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Generous annual bonus

Monthly health insurance stipend

401(k) with 3.5% match

Job summary

A leading Wealth Management firm in Fort Worth, TX, seeks an experienced Operations Manager to oversee internal operations, ensuring accuracy in client case processing. Key responsibilities include managing the operations team and improving efficiency. Candidates should have 5+ years in financial services operations, strong leadership skills, and proficiency in financial platforms like Wealthscape and eMoney. The position offers a competitive salary, annual bonus, and health insurance stipend. This is a full-time role with significant impact on the firm's growth.

Qualifications

• 5+ years of experience in financial services operations, specifically within RIA or wealth management.
• Strong understanding of brokerage and financial advisory operations.
• Experience with annuity business processing preferred.

Responsibilities

• Oversee day-to-day office operations and ensure smooth workflow.
• Manage the operations and case processing team.
• Support recruiting, onboarding, and training of new staff.

Skills

Leadership

Problem-solving

Communication

Organizational skills

Time management

Education

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

Tools

Wealthscape

eMoney

Envestnet

Job description

A leading Wealth Management firm in Fort Worth, TX, seeks an experienced Operations Manager to oversee internal operations, ensuring accuracy in client case processing. Key responsibilities include managing the operations team and improving efficiency. Candidates should have 5+ years in financial services operations, strong leadership skills, and proficiency in financial platforms like Wealthscape and eMoney. The position offers a competitive salary, annual bonus, and health insurance stipend. This is a full-time role with significant impact on the firm's growth.