Operations Lead Wealth Management
Listed on 2026-10-16
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Finance & Banking
Wealth Management
North Texas Wealth Management is seeking an Operations Manager to lead back-office functions, ensuring accurate client account processing and efficient workflows on-site in Texas. You will work closely with advisors, custodians, and compliance to support growth toward multi-billion AUM, maintaining high professional standards.
The role emphasizes hands-on transaction processing, team mentoring, and cross-functional collaboration to deliver excellent client service in a FINRA/SIPC environment.
The Operations Lead for Wealth Management Growth role at North Texas Wealth Management is now open for applications in Allen, TX, United States.
Are you ready to take on the Operations Lead for Wealth Management Growth role at North Texas Wealth Management?
We would love to welcome a new Operations Lead for Wealth Management Growth to our team in Allen, TX, United States.
For the Operations Lead for Wealth Management Growth position at North Texas Wealth Management, we are reviewing applications now.
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