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Wealth Management Operations Manager Jobs in Texas

Frost Bank

Wealth Portfolio Manager

San Antonio, TX

Participate in the testing and evaluation of Wealth Management operations to ensure responsibilities to clients * Mentor and provide guidance to lower level staff * Assist with business development ...

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Wealth Management Operations Manager information

See Texas salary details

$28.9K

$59.1K

$110.4K

How much do wealth management operations manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth management operations manager in Texas is $59,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $72,200.00 per year, depending on experience, location, and employer.

What are some common challenges faced by wealth management operations managers, and how can they be addressed?

Wealth Management Operations Managers often encounter challenges such as navigating evolving regulatory requirements, maintaining data accuracy, and streamlining complex workflows across multiple platforms. To address these, it's important to stay updated on financial regulations, implement robust compliance processes, and foster strong communication between front-office advisors and back-office teams. Leveraging automation tools and encouraging ongoing professional development for team members can also help maintain efficiency and minimize errors in daily operations.

What are the key skills and qualifications needed to thrive as a wealth management operations manager, and why are they important?

To thrive as a Wealth Management Operations Manager, you need a solid background in finance, operations management, and regulatory compliance, often supported by a bachelor’s degree in finance or business and relevant industry experience. Familiarity with portfolio management systems, financial reporting tools, and regulatory platforms like FINRA or SEC compliance systems is typically required. Strong leadership, analytical thinking, and effective communication skills help manage teams and ensure smooth operational workflows. These skills are essential for maintaining regulatory standards, optimizing efficiency, and delivering high-quality service to clients.

What does a wealth management operations manager do?

A Wealth Management Operations Manager oversees the daily operations and administrative functions within a wealth management firm or division. Their responsibilities typically include managing client account processes, ensuring compliance with financial regulations, implementing operational policies, and coordinating with advisors and other departments to deliver seamless client service. They play a crucial role in optimizing workflow efficiency, minimizing risk, and maintaining the overall quality of financial services provided to clients.

What is the difference between Wealth Management Operations Manager vs Financial Advisor?

AspectWealth Management Operations ManagerFinancial Advisor
Primary RoleOversees operational processes, compliance, and client account administration within wealth management firms.Provides personalized financial planning and investment advice to clients.
Required CredentialsTypically requires industry certifications like Series 7, Series 63, or Series 65; strong knowledge of financial regulations.Often requires certifications such as CFP, Series 7, or Series 66; focus on financial planning credentials.
Work EnvironmentWorks within financial institutions, supporting advisors and client service teams.Works directly with clients, offering tailored financial strategies and investment recommendations.

While both roles operate within the wealth management industry, the Wealth Management Operations Manager focuses on internal processes and compliance, whereas the Financial Advisor directly engages with clients to develop financial plans. Understanding these differences helps in choosing the right career path or job opportunity.

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 are popular job titles related to Wealth Management Operations Manager jobs in Texas? For Wealth Management Operations Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Texas look for? The top searched job categories for Wealth Management Operations Manager jobs in Texas are:
What cities in Texas are hiring for Wealth Management Operations Manager jobs? Cities in Texas with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Texas as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,119 per year, or $28.4 per hour.

Wealth Management Operations Specialist

Oxbow Advisors

Austin, TX • On-site

$75K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Wealth Management Operations SpecialistLocation:
 Austin, TX
Employment Type: Full-Time
Position Summary
Oxbow Advisors is seeking a detail-oriented Wealth Management Operations Specialist to support the day-to-day operational functions of our advisory practice. This role is responsible for account administration, operational reporting, portfolio management systems, advisor support, and general office operations.
The ideal candidate has prior experience working in a wealth management or registered investment advisory (RIA) firm and is comfortable managing multiple operational processes with accuracy, organization, and minimal supervision.
Key Responsibilities
Wealth Management Operations
  • Open and process new client accounts and maintain accurate account records.
  • Administer the Orion portfolio management platform, including maintaining the client portal.
  • Track incoming client assets and report on new assets under management.
  • Coordinate quarterly, month-end, and other recurring client communications.
  • Maintain accurate client databases, mailing lists, and operational records.
  • Generate ad hoc reports and operational support materials for advisors.
Advisor Support
  • Assist advisors with administrative and operational requests.
  • Coordinate book mailings and other client fulfillment projects.
  • Help ensure operational workflows are completed accurately and on schedule.
Office Administration
  • Manage office, kitchen, and administrative supply inventories.
  • Coordinate vendor orders and general office support.
  • Assist with special projects and other administrative duties as assigned.
Qualifications
Required

  • 3+ years of administrative or operations experience.
  • Excellent organizational skills and exceptional attention to detail.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office, particularly Excel.
  • Ability to prioritize multiple responsibilities in a fast-paced environment.Preferred

  • Experience working for a wealth management, investment advisory, or financial services firm.
  • Experience with Orion or similar portfolio management software.
  • Familiarity with investment account administration and financial operations.
Compensation
Expected Salary Range: $75,000–$85,000, depending on experience and relevant industry background.
Candidates with demonstrated experience in a wealth management or RIA environment—including familiarity with portfolio management systems, account administration, and advisor support—will be considered at the upper end of the range.