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Wealth Management Operations Lead; In-Office

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Right Executive Search, LLC
Full Time position
Listed on 2026-01-01
Job specializations:
  • Management
    Wealth Management, Risk Manager/Analyst
  • Finance & Banking
    Wealth Management, Risk Manager/Analyst
Job Description & How to Apply Below
Position: Wealth Management Operations Lead (In-Office)
A leading Wealth Management firm in Fort Worth, TX, seeks an experienced Operations Manager to oversee internal operations, ensuring accuracy in client case processing. Key responsibilities include managing the operations team and improving efficiency. Candidates should have 5+ years in financial services operations, strong leadership skills, and proficiency in financial platforms like Wealthscape and eMoney. The position offers a competitive salary, annual bonus, and health insurance stipend.

This is a full-time role with significant impact on the firm's growth.
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