ZipRecruiter

Log In

1

Wealth Management Operations Manager Jobs in Spring, TX

Grubmarket, Inc.

Operations Management

Houston, TX · On-site

$100K - $120K/yr

Opportunity Statement We are seeking an Operations Manager to oversee Warehouse, Transportation, Facilities Management, Quality, and related third-party providers. This role is responsible for ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal ...

Willis Johnson Wealth

Associate Wealth Manager

Houston, TX · On-site

$80K - $125K/yr

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal ...

Northern Trust

Senior Wealth Advisor

Houston, TX · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Design and implement wealth plans integrating wealth management, wealth transfer, and tax ...

next page

Showing results 1-20

People also search for

All JobsWealth Management Operations Manager JobsWealth Management Operations Manager Jobs in Spring, TX

Wealth Management Operations Manager information

See Spring, TX salary details

$27.6K

$56.5K

$105.5K

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

As of May 29, 2026, the average yearly pay for wealth management operations manager in Spring, TX is $56,469.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $69,000.00 per year, depending on experience, location, and employer.

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 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 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 popular job titles related to Wealth Management Operations Manager jobs in Spring, TX? For Wealth Management Operations Manager jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Spring, TX look for? The top searched job categories for Wealth Management Operations Manager jobs in Spring, TX are:
What cities near Spring, TX are hiring for Wealth Management Operations Manager jobs? Cities near Spring, TX 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 Spring, TX as of May 2026, with employment types broken down into 75% Full Time, 21% Part Time, and 4% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $56,469 per year, or $27.1 per hour.
Wealth Management Associate

Wealth Management Associate

Avidian Wealth Solutions

Houston, TX

$15 - $20/hr

Full-time

Posted yesterday

Job description

Company Description

Avidian Wealth Solutions is a team of independent fiduciaries dedicated to addressing the unique financial needs of each client. With expertise in financial planning, investment management, and insurance solutions, the company emphasizes managing risks and strategically planning for future growth. Guided by core values of trust, credibility, and transparency, Avidian Wealth Solutions strives to provide comprehensive and customized services. They are committed to building long-term client relationships based on consistency and integrity.

Role Description

We're growing and looking to add a Wealth Management Associate to our team at Avidian Wealth.

This role is ideal for someone early to mid-career who is looking to build a strong foundation in wealth management operations, financial planning support, and client service.

As a WMA, you'll play a critical role in ensuring our clients receive a seamless and high-quality experience across every interaction. This position is operational and client service focused in nature and is not designed as an advisor-track role or a pathway into financial advising.

What you'll be responsible for:

• Managing client service requests and operational workflows

• Supporting account setup, transfers, and ongoing maintenance

• Assisting with financial planning data and updates

• Preparing materials for client meetings and documenting follow-ups

• Maintaining accurate records across CRM and planning systems

What we're looking for:

  • Prior experience working with custodians such as Charles Schwab or Fidelity Investments is required
  • Team member who is seeking a long-term operations/client service career path rather than a financial advisor track role
  • Familiarity with alternative investment platforms such as iCapital or CAIS is preferred
  • Strong organization, responsiveness, and attention to detail
  • Preferred experience supporting high-net-worth or ultra-high-net-worth clients in a service or operational capacity

You'll work closely with advisors and internal teams, gaining exposure to all aspects of the client lifecycle—from onboarding through ongoing relationship management.

What success looks like:

• Timely, accurate completion of client requests

• Strong communication with clients and advisors

• Well-prepared meetings with complete and reliable data

• Continuous improvement in workflows and systems

If you're looking to grow your career in wealth management within a collaborative, high-performing environment, we'd love to hear from you.

Apply