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Wealth Management Operations Manager Jobs in Spring, TX

Northern Trust

Senior Wealth Advisor

Houston, TX

... 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 ...

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 ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects. * Leverages Corient resources and solutions. * Capable of sourcing and closing ...

SavATree LLC

Operations Manager

Houston, TX

Leadership, safety, and operational management training, with continuing education opportunities. • Team & Collaborative Environment: Work alongside skilled branch and field teams in a culture ...

Northern Trust

Private Wealth Director

Houston, TX · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Cultivate and manage deep, long-term relationships with clients, serving as the central point of ...

Northern Trust

Private Wealth Director

Houston, TX

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Cultivate and manage deep, long-term relationships with clients, serving as the central point of ...

Northern Trust

Private Wealth Director

Houston, TX · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Cultivate and manage deep, long-term relationships with clients, serving as the central point of ...

POOLCORP

Operations Manager

Houston, TX

We offer a wealth of opportunities for career growth and advancement, with comprehensive training ... Computer skills including MS Office and Inventory Management software. * Strong communication ...

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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 30, 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.
Senior Wealth Advisor

Senior Wealth Advisor

Northern Trust

Houston, TX

Full-time

Posted 18 days ago

Northern Trust rating

7.7

Company rating: 7.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Overview
Act as a trusted advisor and technical expert in complex individual and family client relationships for high and ultra-high net worth clients who require sophisticated, multi-disciplinary wealth planning. This role is responsible for the development of a comprehensive personal and financial wealth profile, identification of wealth-related goals, and the design and implementation of integrated wealth plans. The role combines deep technical expertise with collaborative delivery of Northern Trust's full wealth management capabilities.
What You'll Do
Client & Wealth Planning Advisory
  • Develop a comprehensive personal and financial wealth profile for clients and their families, including identification of wealth-related life goals, in collaboration with the Lead Relationship Manager, if applicable.
  • Design and implement wealth plans integrating wealth management, wealth transfer, and tax efficiency objectives in collaboration with client professional advisors and Northern Trust partners.
  • Collaborate with the Regional Wealth Advisor in the design and modeling of wealth plans for ultra-high net worth clients, where a Regional Wealth Advisor is engaged.
  • Work closely with the Portfolio Manager, Regional Wealth Advisor, Trust Advisor, Banker, and other Northern Trust professionals to implement client wealth plans.
  • Monitor, review, and periodically update client wealth plans to reflect changes in goals, circumstances, and regulatory or tax environments.
  • Apply advanced technical and analytical expertise to deliver customized, advice-driven solutions aligned with client objectives.
Business Development & Relationship Expansion
  • Actively assist in the sales process and identify opportunities to expand client relationships through the introduction of Northern Trust products and services.
  • Maintain a deep understanding of Northern Trust capabilities and partner across the organization to deliver integrated wealth management solutions.
  • Actively engage in the cultivation of professional advisor relationships, including attendance and participation in professional conferences and advisor networks.
Leadership & Subject Matter Expertise
  • Serve as a mentor to Associate Wealth Advisors and Wealth Advisors.
  • Operate independently with in-depth knowledge of the business unit and function.
  • Provide comprehensive, high-level consulting and leadership as a subject matter expert to teams and partners.
  • Carry out activities that are large in scope, cross-functional, and technically complex.
  • Balance high-level operational execution with development and execution of strategic direction for business function activities.
  • Conduct preliminary analyses and provide technical guidance for complex planning matters.
  • Interact directly with committees and/or management as required.
  • Strategically develop, implement, and administer programs within functional areas.
What Will Make You Successful in the Role
  • Strong consultative orientation supported by advanced technical expertise in wealth planning and related disciplines.
  • Ability to manage complex, cross-functional initiatives while delivering high-quality client outcomes.
  • Proven leadership, mentoring, and collaboration skills across multi-disciplinary teams.
Knowledge
Strong knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services, typically acquired through extensive experience working with high and ultra-high net worth individuals and families in financial services, law, or consulting. Broad-based technical and analytical expertise in wealth planning, wealth transfer, tax, philanthropy, fiduciary practice, asset location and preservation, and related disciplines. Strong interpersonal skills and proactive consultative approach.
Experience
7-10 years of comprehensive wealth planning experience working with high and ultra-high net worth individuals and families. Advanced educational and professional designations such as CFP, JD, MBA, or similar evidence of advanced learning and professional consulting qualifications are desired.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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