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Executive Ria Operation Manager Jobs in Texas (NOW HIRING)

Centric Advisors, LLC

Executive Assistant

Cypress, TX · On-site

$50K - $70K/yr

Executive Assistant At Centric, we're looking for an experienced Executive Assistant to support ... services, wealth management, or insurance preferred) * Strong understanding of RIA operations ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize ... Executive-level communicator with the ability to influence senior stakeholders. Proficiency in CRM ...

Cetera

Community Leader - RIA Network

Dallas, TX · Hybrid

$124K - $167K/yr

Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize ... Executive-level communicator with the ability to influence senior stakeholders. Proficiency in CRM ...

Cetera

RIA Integration Manager

Dallas, TX · Hybrid

About the Role As an RIA Integration Manager, you'll lead the full lifecycle of bringing newly ... Familiarity with brokerage/advisory operations (e.g., ACATs, repapering, platform transitions)

Cetera

RIA Integration Manager

Dallas, TX · Hybrid

About the Role As an RIA Integration Manager, you'll lead the full lifecycle of bringing newly ... Familiarity with brokerage/advisory operations (e.g., ACATs, repapering, platform transitions)

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Executive Ria Operation Manager information

What is the difference between Executive Ria Operation Manager vs Ria Compliance Officer?

AspectExecutive Ria Operation ManagerRia Compliance Officer
CredentialsRelevant certifications in money transfer and managementCompliance certifications like CAMS or CRCM
Work EnvironmentOversees daily operations of Ria money transfer servicesFocuses on regulatory compliance and risk management
Employer & Industry UsageUsed in financial services and remittance companiesCommon in financial institutions and money transfer firms
Search & Comparison IntentUnderstanding operational roles in RiaUnderstanding compliance responsibilities in Ria

The Executive Ria Operation Manager primarily oversees daily operations and ensures efficient service delivery within Ria, while the Ria Compliance Officer focuses on regulatory adherence and risk mitigation. Both roles require financial certifications but differ in their core responsibilities and focus areas within the money transfer industry.

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Operations Manager (Wealth Management/RIA)

Texas State Library and Archives Commision

Fort Worth, TX • On-site

Full-time

Posted 23 days ago

Job description

Our client is a rapidly growing Wealth Management/RIA firm ($3 billion plus AUM) that serves the financial planning and investment needs of high-net-worth (HNW) individuals and corporate executives. The firm seeks an experienced Operations Manager to oversee all aspects of the firm's internal operations, ensuring this high-volume office runs efficiently and client cases are processed accurately and on time. This individual will manage the operations staff, monitor case flow, and coordinate with advisors to help them achieve performance goals. The ideal candidate will have deep industry knowledge, strong leadership skills, and hands-on experience with key financial technology platforms.
Responsibilities of the Operations Manager (RIA):
• Oversee day-to-day office operations and ensure smooth workflow across departments.
• Manage and supervise the operations and case processing team, ensuring all client accounts, paperwork, and transactions are completed accurately and timely.
• Meet regularly with advisors to track progress toward business goals and support them in achieving productivity benchmarks.
• Oversee new business processing from submission through completion, ensuring compliance and exceptional client service.
• Maintain deep working knowledge of key platforms, including Wealthscape, eMoney, Envestnet, and various annuity carrier systems.
• Troubleshoot operational and technical issues across systems and ensure the team is trained and supported.
• Develop and implement process improvements to enhance efficiency, accuracy, and client experience.
• Collaborate with leadership to drive new business development and operational strategy.
• Support recruiting, onboarding, and training of new staff as the firm grows.
• Ensure compliance with all regulatory and firm-level requirements.
Qualifications of the Operations Manager (RIA):
• 5+ years of experience in financial services operations, specifically within an RIA, broker-dealer, or wealth management environment.
• Strong understanding of brokerage and financial advisory operations, new account setup, trading, transfers, and compliance procedures.
• Proficiency with Wealthscape, eMoney, and preferably Envestnet platforms.
• Experience with annuity business processing strongly preferred.
• Proven leadership and team management abilities.
• Excellent organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, high-volume environment.
• Bachelor's degree in Finance, Business, or related field preferred.
What the Position Offers:
• Leadershiprole with significant impact on firm's growth and success
• Competitive salary, generous annual bonus, monthly health insurance stipend (medical benefits not offered at this time), and 401(k) with 3.5% match

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