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Wealth Management Operations Manager Jobs in Spring Branch, TX

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 ...

Broadway Bank

Senior Tax Officer II

San Antonio, TX · On-site

Wealth Mgmt Operations WorkDays:Monday - Friday Hours of Operation:8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas withofferings in personal and ...

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

MGR

Tax Manager / Senior Tax Accountant

San Antonio, TX

$135K - $150K/yr

... wealth management In-Office | CPA Required | $135,000 - $150,000 Are you a relationship-driven Tax ... Collaborate closely with firm leadership on client retention, business development, and operational ...

Pwc

Asset & Wealth Management Tax Manager

San Antonio, TX · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

CVS Health

Operations Manager

San Antonio, TX · On-site

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

CVS Health

Operations Manager

San Antonio, TX

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

CVS Health

Operations Manager

San Antonio, TX

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

CVS Health

Operations Manager

San Antonio, TX

$18 - $28/hr

Sales and inventory management * Employee staffing, training, and development * Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations ...

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

Wealth Management Operations Manager information

See Spring Branch, TX salary details

$26.3K

$53.9K

$100.6K

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

As of Aug 6, 2026, the average yearly pay for wealth management operations manager in Spring Branch, TX is $53,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $65,800.00 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 cities near Spring Branch, TX are hiring for Wealth Management Operations Manager jobs? Cities near Spring Branch, 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 Branch, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,862 per year, or $25.9 per hour.

Wealth Portfolio Manager

Frost Bank

San Antonio, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Description
It's about investing in people, our people.
Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-orientated mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within proprietary strategies developed by Frost Wealth Management. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
  • Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives
  • Provide guidance and oversight regarding department operations through participation in assigned committees
  • 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 efforts for Frost
  • Contribute to the asset review committee, analyzing assets for inclusion on the approved investment list
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you'll need:
  • Bachelor's degree in an appropriate discipline
  • 5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization OR 3+ years experience in a portfolio management role along with a Master's degree in an appropriate discipline, or a CFA or a CFP designation
  • Thorough understanding of financial markets/security types and the ability to communicate concepts to clients
  • Experience managing and/or advising on multi-asset class portfolios
  • Strong analytical skills
  • Strong problem solving skills and attention to detail
  • Ability to multi-task and work effectively under pressure
  • Ability to work independently as well as in a team environment
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications

Additional Preferred Skills:
  • Master's degree in an appropriate discipline
  • Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry designation
  • Experience with industry tools such as Fitek, Bloomberg, and FactSet
  • Experience making public presentations

Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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