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Wealth Management Operations Manager Jobs in Texas

Hilltop Holdings

Wealth Management Operations Clerk

Lubbock, TX · On-site

$15.25 - $18.25/hr

PlainsCapital Bank is seeking a Wealth Management Operations Clerk to provide basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided ...

Hilltop Holdings

Wealth Management Operations Clerk

Lubbock, TX · On-site

$15.25 - $18.25/hr

PlainsCapital Bank is seeking a Wealth Management Operations Clerk to provide basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

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 ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

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 Jul 27, 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 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $59,119 per year, or $28.4 per hour.
Wealth Management Operations Clerk

Wealth Management Operations Clerk

Hilltop Holdings

Lubbock, TX • On-site

$15.25 - $18.25/hr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

Job description


Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!
PlainsCapital Bank is seeking a Wealth Management Operations Clerk to provide basic support to the Wealth Management Operations and Wealth Management Administration departments. The support provided includes accurate and timely data entry and overall operational support to ensure that the departments meet or exceed established client service standards. In addition, assists in all areas of Wealth Management Operations as needed to maintain daily, weekly and monthly processing.
Responsibilities
  • Processes daily items from checks received and processes tickets for the income desk, after ensuring that data input is accurate.
  • Processes daily account maintenance and research items for correction, if needed.
  • Processes account set-ups, assigns account numbers, and names and addresses record numbers.
  • Processes daily trades, pends daily settlements, and balances fund recons.
  • Reviews, balances and if necessary, corrects errors on daily work.
  • Cross-trains to assist securities desk, income desk, and expense desk.
  • Maintains and updates tickler system.
  • Organizes, updates, and maintains archived files.
  • Processes income maps.
  • Assists with fee processing.
  • Assists with account tax cross references and annual tax processing.
  • General office duties and other duties as assigned.

Qualifications
  • High School Diploma, general education degree (GED), or equivalent education required.
  • Knowledge of basic accounting practices required with a strong preference for previous experience in a bank/financial services environment.
  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems, typing, and ten key by touch.
  • Ability to read and input data accurately.
  • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
  • Must be self-motivated with strong attention to detail and accountability.
  • Excellent verbal, written and interpersonal communication skills.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.

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