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Wealth Management Operations Manager Jobs in Spring, 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 ...

... 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 ...

... 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 ...

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

Must have a minimum of 5 years of supervisory/management experience. * Must have supervised at least 15+ team members. * Must have 5 years of Distribution Center Operations experience. * Lean ...

Wealth Strategist

Houston, TX · On-site

$116K - $149K/yr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Wealth Strategist

Houston, TX

$116K - $149K/yr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

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 ...

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 ...

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 ...

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 ...

Leading the Way in Water Management Ready to build a career and make your community better? At ... The Operations Manager is responsible for overseeing the daily operations and maintenance ...

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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 Jun 26, 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 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 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:
Infographic showing various Wealth Management Operations Manager job openings in Spring, TX as of June 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $56,469 per year, or $27.1 per hour.
Asset & Wealth Management - Tax Senior Manager

Asset & Wealth Management - Tax Senior Manager

Pwc

Houston, TX • On-site

$124K - $335K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

20th of 57 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Manager

Job Description & Summary

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
Deal effectively with ambiguous and unstructured problems and situations.
Initiate open and candid coaching conversations at all levels.
Move easily between big picture thinking and managing relevant detail.
Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
Contribute technical knowledge in area of specialism.
Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
Navigate the complexities of cross-border and/or diverse teams and engagements.
Initiate and lead open conversations with teams, clients and stakeholders to build trust.
Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.
Responsibilities
- Lead and manage large-scale projects to achieve successful outcomes
- Innovate and streamline processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Build trust with multi-level teams and stakeholders through open communication
- Motivate and coach teams to solve complex problems
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
What You Must Have
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
What Sets You Apart
- In-depth knowledge of compliance for financial partnerships
- Knowledge of structuring funds to limit tax liability
- Experience identifying and addressing client needs
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Creating an atmosphere of trust in teams
- Developing new relationships and selling new services
- Innovating through new and existing technologies
- Utilizing digitization tools to enhance engagements

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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