Location: Houston, TX

Industry: Financial Services / Wealth Management

Compensation: $75,000 - $105K base salary + performance-based incentives (Total Comp: $100,000 - $130,000+)

About the Role:

Our client, a top producer in the financial services industry, is seeking a highly skilled Operations Manager to oversee daily operations and enhance efficiency within a high-performing practice. This role requires a strategic thinker who thrives in a fast-paced environment, excels at managing multiple priorities, and brings a strong background in financial services operations.

Key Responsibilities:

• Optimize daily workflow, ensuring seamless scheduling of client meetings, internal briefings, and external engagements.
• Organize agendas, prepare documents, track action items, and ensure timely execution of next steps.
• Manage and streamline the client onboarding process, ensuring all paperwork, compliance, and account setup are completed efficiently.
• Identify areas for improvement, implement best practices, and enhance workflows to maximize productivity.
• Serve as the central point of contact for internal teams, ensuring smooth communication and collaboration.
• Maintain client records, track key metrics, and leverage technology to enhance operational effectiveness.
• Ability to handle sensitive client and business information with the utmost professionalism and confidentiality.

Qualifications & Experience:

• Bachelor's degree required (Business, Finance, or a related field preferred).
• 5+ years of experience in operations, practice management, or executive support within financial services, wealth management, or a similar high-performance environment.
• Strong background in calendar management, client service, and operational oversight.:
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Strong problem-solving abilities with a proactive, solution-driven mindset.
• Excellent verbal and written communication skills.
• Proficiency in CRM systems, scheduling tools, and financial services software.
• Ability to thrive in a fast-paced, high-pressure environment