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Full Time Wealth Management Operations Jobs in Texas

Lifetime Wealth Management, P.C.

Wealth Advisor

Rowlett, TX · On-site

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

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All JobsWealth Management Operations JobsFull Time Wealth Management Operations JobsFull Time Wealth Management Operations Jobs in Texas

Full Time Wealth Management Operations information

What is full time wealth management operations?

Full Time Wealth Management Operations refer to the teams and professionals who support the day-to-day administrative and logistical activities of wealth management firms or divisions. These operations ensure that client accounts are properly managed, trades are processed, compliance regulations are met, and client inquiries are handled efficiently. Their work is crucial for maintaining the smooth functioning of investment portfolios, record keeping, reporting, and regulatory adherence. People in these roles often collaborate closely with financial advisors and clients to deliver high-quality service and efficient financial solutions.

What are some typical challenges faced in a full time wealth management operations role, and how can they be addressed?

In a full-time Wealth Management Operations role, professionals often encounter challenges such as managing complex client requests, ensuring compliance with evolving regulations, and maintaining data accuracy across multiple platforms. Addressing these challenges requires strong organizational skills, attention to detail, and effective communication with both internal teams and clients. Leveraging technology solutions and staying updated on industry best practices can help streamline processes, reduce errors, and improve client satisfaction. Collaboration with advisors, compliance officers, and IT specialists is also key to successfully navigating operational complexities.

What are the key skills and qualifications needed to thrive in full time wealth management operations, and why are they important?

To excel in Full Time Wealth Management Operations, you need a strong understanding of financial products, investment operations, and regulatory compliance, typically supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial reporting software, and industry-standard tools like Bloomberg or SWIFT is commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are essential for ensuring accuracy, regulatory adherence, and seamless client service in a fast-paced financial environment.

What is the difference between Full Time Wealth Management Operations vs Wealth Management Associate?

AspectFull Time Wealth Management OperationsWealth Management Associate
Primary RoleOversees back-office functions, account processing, and compliance tasksSupports client advisors, assists with client onboarding and service
Required CredentialsTypically no specific certifications, but familiarity with financial systems helpsOften requires FINRA Series 7 or 66, and relevant financial certifications
Work EnvironmentBack-office, administrative, and operational settings within financial firmsClient-facing, support roles within wealth management teams
Employer & Industry UsageUsed across banks, brokerages, and financial advisory firmsCommonly found in similar firms supporting client-facing teams

In summary, Full Time Wealth Management Operations focuses on back-office functions like processing and compliance, while Wealth Management Associates work directly with clients and advisors. Both roles are essential in wealth management firms but differ in responsibilities and required credentials.

What are the most commonly searched types of Wealth Management Operations jobs in Texas?

The most popular types of Wealth Management Operations jobs in Texas are:

What cities in Texas are hiring for Full Time Wealth Management Operations jobs?

Cities in Texas with the most Full Time Wealth Management Operations job openings:

Full Time Wealth Management Operations jobs near you

Wealth Innovation Product Manager

Business Centric Technology

Plano, TX • On-site

$110K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands-on, high-impact role with clear growth potential as the team scales.

This full-time, Wealth Innovation Product Manager will work on-site in Plano with a bank of 35 remote days.

SALARY OFFERED: Up to $120K + 40%-50% bonus OTE depending on candidate experience, etc.

WHAT OUR CLIENT OFFERS:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 50% 401(K) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays
  • Family Support programs including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare

WHAT YOU’LL DO:

  • Lead discovery and design for wealth products targeting SMB clients
  • Research market trends, client needs, and competitive solutions
  • Generate and test new product ideas (think digital advice, financial planning, etc.)
  • Write business cases and briefs (no endless slide decks here)
  • Run pilots, experiments, and validate ROI
  • Collaborate across marketing, ops, legal, and compliance
  • Present findings and strategy to senior executives

WHAT YOU’LL BRING:

  • 5+ years in product, innovation, or strategy roles
  • 2+ years of experience in financial services or other regulated industries
  • Experience building new products (not just features); leading discovery and prototyping
  • Strong writer and communicator—especially with execs
  • Worked with or for small businesses or clients
  • Skilled in frameworks like Jobs-To-Be-Done
  • Organized, analytical, and hands-on across multiple projects
  • Preferred:
    • Wealth management, retirement, or insurance experience
    • Built business cases or pro forma P&Ls
    • Product certification (e.g., Pragmatic, AIPMM)

Apply today! CP # 8510