We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a ...
New
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a ...
New
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a ...
New
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
University Park, TX · On-site
$14.25 - $17/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
University Park, TX · On-site
$14.25 - $17/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Highland Park, TX · On-site
$14.25 - $17/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Highland Park, TX · On-site
$14.25 - $17/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
Dallas, TX · On-site
... wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals ... Partner with portfolio managers and Operation teams (Trade Management, Data and pricing ...
... wealth management environment. · Strong understanding of brokerage and financial advisory operations, new account setup, trading, transfers, and compliance procedures. · Proficiency with ...
Quick apply
... wealth management environment. · Strong understanding of brokerage and financial advisory operations, new account setup, trading, transfers, and compliance procedures. · Proficiency with ...
Dallas, TX · On-site
They serve as a resource for their team's operational tasks and client experience by facilitating the onboarding of the client relationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
Dallas, TX · On-site
They serve as a resource for their team's operational tasks and client experience by facilitating the onboarding of the client relationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Dallas, TX · On-site
$14.75 - $17.75/hr
Private Wealth Management Intern | Summer 2027 Reports to: Assigned Mentor (with various additional ... Trust Team - Learn essentials of trust administration and operations, including standard estate ...
New
Carrollton, TX · Hybrid
$105K - $110K/yr
Opportunity to help build and scale a growing wealth management business * Direct partnership with senior wealth operations leadership * Broad exposure to systems, vendors, data, operations, and ...
Quick apply
Carrollton, TX · Hybrid
$105K - $110K/yr
Opportunity to help build and scale a growing wealth management business * Direct partnership with senior wealth operations leadership * Broad exposure to systems, vendors, data, operations, and ...
Dallas, TX · On-site
$180 - $280/hr
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
Dallas, TX · On-site
$180 - $280/hr
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
Dallas, TX · On-site
They serve as a resource for their team's operational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
Dallas, TX · On-site
They serve as a resource for their team's operational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
They serve as a resource for their team's operational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
They serve as a resource for their team's operational tasks and client experience byfacilitatingthe onboarding ofthe clientrelationships. OUR IMPACT Asset & Wealth Management (AWM) Across Wealth ...
Dallas, TX · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
Dallas, TX · On-site
OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and ... Provide strategic oversight for all aspects of UHNW client financial operations, including end-to ...
The Wealth Management Associate provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members.
Posted today
The Wealth Management Associate provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members.
Posted today
Dallas, TX · On-site
The Asset & Wealth Management space is made up of Goldman Sachs Asset Management (GSAM) and Goldman ... Job Summary & Responsibilities Portfolio Control Reconciliations sits within Investing Operations ...
Dallas, TX · On-site
The Asset & Wealth Management space is made up of Goldman Sachs Asset Management (GSAM) and Goldman ... Job Summary & Responsibilities Portfolio Control Reconciliations sits within Investing Operations ...
Dallas, TX · On-site
The Asset & Wealth Management space is made up of Goldman Sachs Asset Management (GSAM) and Goldman ... Job Summary & Responsibilities Portfolio Control Reconciliations sits within Investing Operations ...
Dallas, TX · On-site
The Asset & Wealth Management space is made up of Goldman Sachs Asset Management (GSAM) and Goldman ... Job Summary & Responsibilities Portfolio Control Reconciliations sits within Investing Operations ...
Fort Worth, TX · On-site
$75K - $85K/yr
Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... Contribute to process improvements and operational best practices. Qualifications * 1-3 years of ...
Quick apply
Fort Worth, TX · On-site
$75K - $85K/yr
Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... Contribute to process improvements and operational best practices. Qualifications * 1-3 years of ...
$11.18 - $14.96
9% of jobs
$17.43 is the 25th percentile. Wages below this are outliers.
$14.96 - $18.74
24% of jobs
The median wage is $21.63 / hr.
$18.74 - $22.53
22% of jobs
$22.53 - $26.31
16% of jobs
$27.99 is the 75th percentile. Wages above this are outliers.
$26.31 - $30.09
9% of jobs
$30.09 - $33.88
7% of jobs
$33.88 - $37.66
4% of jobs
$37.66 - $41.44
4% of jobs
$41.44 - $45.22
3% of jobs
$45.22 - $49.01
1% of jobs
$49.01 - $52.79
0% of jobs
$11
$25
$52
A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.
In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.
To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.
The most popular types of Wealth Management Operations jobs in Dallas, TX are:
For Wealth Management Operations jobs in Dallas, TX, the most frequently searched job titles are:
The top searched job categories for Wealth Management Operations jobs in Dallas, TX are:
Cities near Dallas, TX with the most Wealth Management Operations job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 3 days ago
New
8.3
Based on 157 frontline employees who took The Breakroom Quiz
36th of 152 rated financial services
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a particular focus on digital assets, including tokenization, blockchain enabled operating models, digital custody, and emerging regulatory frameworks. The ideal candidate has deep, hands on experience supporting digital asset products within a regulated financial institution, coupled with strong strategic, analytical, and execution oriented capabilities.
This VP will operate with a high degree of autonomy, influence senior stakeholders, and shape the operational roadmap for innovative offerings across the Wealth Management organization. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist level position within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships.
We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions.
Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards
Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work. Interested in joining a team that's eager to create, innovate and make an impact on the world.
Read on... What you'll do in the role: > Strategic Leadership and Communication > Develop strategy and execution plans for digital asset related initiatives across Wealth Management, influencing senior leaders and cross functional partners. > Prepare high impact materials for Executive Directors, Managing Directors, and governance forums to drive decision making
> Establish and lead executive level communication channels to ensure alignment on program objectives, regulatory considerations, and operational readiness. Program & Project Execution > Oversee day to day delivery of complex workstreams involving digital assets, tokenization, blockchain integrations, or digital custody frameworks. > Ensure project milestones, regulatory requirements, and risk considerations are met with precision.
> Partner with Technology, Risk, Compliance, Legal, and Front Office teams to operationalize new capabilities. Digital Assets Expertise > Serve as a subject matter expert on digital assets, providing guidance on operational best practices, custody models, settlement flows, and emerging regulatory expectations. > Apply hands on experience from prior roles within a regulated financial institution to shape operating models, controls, and scalability.
> Stay current with industry trends, including tokenization, blockchain infrastructure, crypto market structure, and digital asset regulatory developments (SEC, FINRA, CFTC, OCC, NYDFS). Stakeholder & Relationship Management > Act as a key point of contact for internal and external partners on digital asset strategy, implementation, and operational design. > Influence senior stakeholders by presenting clear analysis, risk assessments, and strategic recommendations.
Process Improvement & Operational Design > Lead assessments of current workflows and design scalable end to end operating models for digital asset offerings. > Recommend enhancements to improve controls, efficiency, and client experience across Wealth Management Operations. Risk & Change Management > Identify potential risks (operational, regulatory, market) relating to digital asset initiatives and define appropriate mitigation plans.
> Lead change management strategies to ensure cross functional adoption during new product launches or major platform enhancements. What you'll bring to the role: > Bachelor's degree in Finance, Economics, Accounting, Engineering, or related quantitative field > 7-10 years of relevant experience, including direct experience supporting digital asset products or infrastructure within a regulated financial institution (e.g., crypto operations, tokenization programs, digital custody capabilities, blockchain initiatives). > Strong command of digital asset concepts, blockchain technology, market structure, custody mechanics, and relevant regulatory considerations
> Proven track record leading complex, cross functional programs with senior level exposure. > Exceptional analytical, problem solving, and execution skills; ability to manage competing priorities in a fast paced environment. > High proficiency in Microsoft Excel, PowerPoint, and Word.
> Excellent communication and presentation skills, capable of translating complex topics for senior audiences. > Strong leadership presence, collaborative mindset, and uncompromising attention to detail. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. For New York Based Candidates: Expected base pay rates for the role will be between $120,000 and $172,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
For Maryland Based Candidates: Salary range for the position: $93,000-$140,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background
Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Get the full story on Breakroom
Sourced by ZipRecruiter
Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Finance and insurance and software development
10,000+ Employees
New York, NY, US