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Wealth Management Operations Manager Jobs in Spring, TX

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

The ideal candidate is passionate about driving operational excellence through project execution, KPI management, continuous improvement, and leadership development, with a focus on building scalable ...

The ideal candidate is passionate about driving operational excellence through project execution, KPI management, continuous improvement, and leadership development, with a focus on building scalable ...

The ideal candidate is passionate about driving operational excellence through project execution, KPI management, continuous improvement, and leadership development, with a focus on building scalable ...

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 ...

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We are an independent wealth management firm, seeking a Junior Advisor to assist us in our mission ... Provide operations and service overflow support, including answering phones, opening new accounts ...

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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 ...

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 ...

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

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 ...

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

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 ...

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically ...

Operations Manager

The Woodlands, TX · On-site

$60K - $70K/yr

The Operations Manager is a leader of each store's front of the house team and is focused on all ... Conflict management * Great people skills * Organizational skills * Effective time management ...

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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 Jul 16, 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:
Operations Manager

Operations Manager

SavATree LLC

Houston, TX

$85K - $95K/yr

Full-time

Re-posted 15 days ago


SavATree rating

7.1

Company rating: 7.1 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

8th of 34 rated gardening and landscaping


Job description

Starting Compensation: $85,000 - 95,000 annually + annual bonus opportunity

SIGN ON BONUS UP TO $4,000

What We Offer

• Compensation: Competitive pay based on experience, with opportunities for growth as you expand your skills and certifications.
• Benefits: Health, dental, vision, life, and disability insurance, plus a 401(k) retirement savings plan with company match.
• Time Off: Paid time off and paid holidays to support your work/life balance.
• Training & Development: Leadership, safety, and operational management training, with continuing education opportunities.
• Team & Collaborative Environment: Work alongside skilled branch and field teams in a culture focused on safety, quality, and efficiency.
• Tools for Success: Access to modern equipment, resources, and technology to effectively manage operations and grow your expertise.

Position Summary

The Operations Manager is the branch leader responsible for logistics, operational proficiency, and safety. You will manage the branch’s day-to-day operations, ensuring efficiency, employee engagement, and profitability. This role includes hiring, mentoring, and developing field personnel while enforcing SavATree’s policies and procedures to deliver high-quality service and maintain operational excellence.

What a Day is Like

• Coordinate and manage branch logistics, including scheduling field personnel and equipment, managing inventory, and overseeing equipment repair and maintenance.
• Hire, train, mentor, and develop field teams to ensure high performance, safety, and customer satisfaction.
• Monitor branch operations and financial performance, maintaining accurate reporting of profits and losses.
• Implement and oversee safety protocols, ensuring compliance and fostering an employee-led safety culture.
• Identify opportunities for process improvements and operational efficiencies to maximize branch productivity.

What Kind of Person We’re Looking For

• A desire to grow, loves problem-solving, process improvement, and taking initiative.
• Minimum of two years of management experience.
• Degree in Business Management, Arboriculture, Forestry, Environmental Sciences, or equivalent experience.
• Enthusiastic leader with the ability to mentor and develop others.
• Strong organizational skills and ability to prioritize in a dynamic environment.
• Excellent listening, verbal, and written communication skills.
• Self-motivated with the responsibility and independence to work autonomously.

Why You Might Love Working Here

• Extensive training and development opportunities to support your growth and continuing education.
• Work with highly skilled teams with an emphasis on safety and quality.
• Collaborative environment where you can connect with experts and share knowledge.
• Competitive compensation and benefits, including health and dental insurance, paid time off, and a matched 401(k).
• Opportunity to advance both your operational knowledge and career within the company.

What is Essential

• Valid U.S. driver’s license
• Must be authorized to lawfully work in the U.S.

• Willingness to Obtain Pesticide Licensing: A Commercial Pesticide Applicator license is not required at the time of hire, but you must be willing to obtain and maintain certification in the state where your branch is located. Required categories typically include Shade Trees, Ornamentals, Turf, and any additional categories mandated by your state to perform the services offered by your branch. Certification must be obtained within one year of your hire date.

Physical Demands

These physical demands must be met to successfully perform the essential functions of this role. Employees may be required to frequently lift and/or move up to fifty (50) pounds.

About SavATree

SavATree was founded 45 years ago with a mission to preserve trees threatened by the gypsy moth epidemic. Since then, we have grown into a nationwide leader in tree, shrub, and lawn care services. Unlike companies that focus on removal, our work is rooted in preservation and care.

We are a values-driven organization built on teamwork, integrity, respect, and a commitment to making a positive impact. When you join us, you’ll find a collaborative, competitive, and caring environment where your contributions matter. As we like to say: When you work here, you thrive here.

Equal Opportunity

SavATree is an equal opportunity employer and a drug-free workplace.


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