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Operations Manager
Location : Allen, TX | Employment Type : Full-time
About the Role
We are seeking an Operations Manager to join our team in Allen, TX. This role is responsible for ensuring the efficiency and effectiveness of our firm's daily operations while overseeing compliance functions. The Operations Manager will supervise our virtual administrative team that manages key operational processes, including Opportunities, Cases, and RMDs , and will ensure that all office operations run smoothly. This position plays a crucial role in maintaining regulatory adherence, optimizing workflows, and improving firm-wide efficiency.
Key Responsibilities
Operations & Office Management
- Oversee the daily operations of the firm, ensuring smooth and efficient workflows.
- Supervise and support virtual administrative professionals.
- Identify and implement process improvements to enhance operational efficiency and client experience.
- Manage vendor relationships, office logistics, and technology needs to maintain an organized and professional work environment.
- Develop and enforce policies to maintain best practices in operational and administrative functions.
Compliance Oversight
What We’re Looking For
What Makes You a Great Fit
Benefits
About Us
North Texas Wealth Management has been empowering individuals and families to achieve their financial goals since 1968. As a fee-based wealth management firm, we provide personalized services across all stages of the financial journey. Our team-oriented culture fosters collaboration, positivity, and growth, backed by industry-leading technology and competitive benefits. We are committed to values-based investing, leveraging innovative tools to optimize financial planning and maximize investment and tax strategies.