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Wealth Management Operations Manager Jobs in Spring Branch, TX

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 ...

Frost Bank

Senior Portfolio Manager

San Antonio, TX · On-site

Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients * Supervise and mentor lower level staff to ensure that their development progresses ...

Frost Bank

Senior Portfolio Manager

San Antonio, TX · On-site

Participate in testing and evaluation of Wealth Management operations to ensure responsibilities to clients * Supervise and mentor lower level staff to ensure that their development progresses ...

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 ...

PDS Health

Operations Manager

San Antonio, TX · On-site

$24/hr

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 ...

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 ...

Transdev

Operations Manager

San Antonio, TX

$79K - $93K/yr

Informs other management personnel regarding operational/personnel problems as appropriate and offers ideas towards resolution * Ensure daily operation processes are conducted as expected, including ...

Transdev

Operations Manager

San Antonio, TX · On-site

$79K - $93K/yr

Informs other management personnel regarding operational/personnel problems as appropriate and offers ideas towards resolution * Ensure daily operation processes are conducted as expected, including ...

MTM Transit

Operations Manager

San Antonio, TX · On-site

$110K/yr

... management, training, and development of staff and implementation of short and long-term strategic processes. The Operations Manager will oversee all aspects of the operations staff, primarily the ...

MTM Transit

Operations Manager

San Antonio, TX · On-site

$110K/yr

... management, training, and development of staff and implementation of short and long-term strategic processes. The Operations Manager will oversee all aspects of the operations staff, primarily the ...

New

Caring Transitions

Operations Manager

New Braunfels, TX · On-site

Operations management * Team leadership or supervision * Estate sales * Online auctions * Moving, packing, or relocation * Senior services * Warehouse or logistics work * Retail management * Project ...

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Showing results 1-20

All 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 Jun 26, 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 are popular job titles related to Wealth Management Operations Manager jobs in Spring Branch, TX? For Wealth Management Operations Manager jobs in Spring Branch, TX, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Spring Branch, TX look for? The top searched job categories for Wealth Management Operations Manager jobs in Spring Branch, TX are:
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

Relationship Associate II- Wealth Management

Broadway Bank

San Antonio, TX • On-site

$36K - $45K/yr

Full-time

Vision, Retirement, PTO

Posted 6 days ago

Job description

Position: Relationship Associate II- Wealth Management Division: Wealth Mgmt Services
WorkDays:Monday - Friday Hours of Operation:8:00 AM - 5:00 PM
Why Broadway Bank:
We are one of thelargest independently owned banks in Texas with offerings in personal andprivate banking, wealth management, business banking and mortgage lending.
Position Overview:
The RelationshipAssociate II - Wealth Management provides comprehensive administrative supportto ensure client satisfaction and retention. This client-facing role involvesworking closely with internal and external partners to address and resolveclient issues promptly and effectively.
Essential Functions:
  • Provide administrative support for Wealth Advisors by reviewing authority documents to complete new account set-up.
  • Complete new account checklist, and provide necessary information to Wealth Management Operations for setting up new assets, including transfer instructions and documentation for cost basis, market value, and acquisition date.
  • Conduct research with clients, brokers, and transfer agents to determine the cost basis of assets.
  • Maintain client contact information and correspondence records.
  • Retain client correspondence and pertinent documents for account records.
  • Review daily cash sheet to anticipate client cash needs and avoid overdrafts.
  • Complete account closings in accordance with the account closing checklist.
  • Ensure compliance with applicable policies, procedures, and regulations.
  • Assist with special projects such as bulk mailings and dissemination of tax information.
  • Receive client requests for information, assistance, and distributions, including Wealth Management Online.
  • Review, approve, and process routine bill payments from client accounts.
  • Respond to and resolve routine client inquiries and service issues.
  • Contact internal partners to address issues and ensure prompt resolution.
  • Serve as a back-up to designated associates and advisors for administrative support.
  • Serve as a back-up to the receptionist, answering telephone calls and assisting clients.
  • Assist in all areas of Wealth Management as requested.
  • Assist in developing and writing procedures for relationship associate functions.
  • Participate in Wealth Management projects as needed.
  • This position may require travel within the Bank's geographic area.

Experience and Education:
  • A minimum of five years of full-time employment in trust or estate administration or operations.
  • A four-year college degree or equivalent estate/trust work experience.

Skills & Qualifications:
  • Strong proficiency with Microsoft Office products.
  • Exceptional client service skills with a positive attitude.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to multi-task and work independently with minimal supervision.
  • Team-oriented with the ability to provide support for others.
  • Strong problem-solving skills and the ability to handle complex client issues.
  • Knowledge of trust and estate administration processes and regulations.
  • Ability to maintain confidentiality and handle sensitive information.

Other Requirements:
  • Demonstrated ability to work effectively with internal and external partners.
  • Commitment to ongoing professional development and education in trust and estate administration.
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your overallhealth and well-being...
  • Career Development and Mentorship Programs
  • Generous paid time off, minimum 4 weeks
  • Employee recognition, awards, and events
  • Free vision insurance
  • Retirement matching
  • Tuition reimbursement

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Broadway Bank is proud to be an EqualOpportunity Employer. Broadway Bank is a drug-free andtobacco-free workplace, with a nicotine-free hiring policy. All qualified applicantswill receive consideration for employment without regard to race, color, sex,sexual orientation, gender identity, religion, national origin, disability,veteran status, or other legally protected status.
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