Operations Manager

Operations Manager

Location: Grapevine, Texas
Compensation: $85,000–$120,000 (commensurate with experience)
Employment Type: Full-time, Exempt

About the Role

LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking an experienced and process-oriented Operations Manager to join our growing wealth management practice. This role will serve as a key operational leader—helping to streamline workflows, oversee practice initiatives, and ensure consistent, high-quality execution across the team. The Operations Manager will partner with advisors to ensure client meetings, planning processes, and follow-up workflows are executed with precision, supporting both the client experience and internal team efficiency. 

The ideal candidate is someone who thrives on structure, organization, and efficiency. You’ll work closely with firm leadership to implement systems that support both client service excellence and internal collaboration—keeping projects and priorities moving forward with precision.

Key Responsibilities

• Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution.
• Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools).
• Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation.
• Monitor and improve operational processes that directly support advisor-client interactions.
• Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track.
• Assist with training and process rollouts, helping team members adapt to evolving systems and expectations.
• Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices.
• Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.

Qualifications

• 5+ years of experience in financial services operations, preferably within an Ameriprise - affiliated or comparable wealth management firm, with direct exposure to advisor workflows, client service delivery, and practice management systems.
• Experience supporting or collaborating with financial advisors, including participation in client meeting preparation, workflow design, or operational decision-making.
• Strong understanding of industry systems, terminology, and operational workflows.
• Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines.
• Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar).
• Exceptional communication, problem-solving, and leadership skills.
• Ability to take initiative and bring order to complex projects or competing priorities.

Preferred Attributes

• Prior experience working closely with financial advisors in a client-facing capacity or understanding the end-to-end client experience within a wealth management practice.
• Demonstrated ability to lead without micromanaging—creating alignment and structure while empowering others.
• A natural inclination for organization, process design, and follow-through.
• High level of emotional intelligence and ability to foster collaboration and accountability.
• Experience supporting a fast-paced, high-performing advisory team.

Compensation & Benefits

• Competitive base salary, commensurate with experience and demonstrated expertise in wealth management operations, with a range of $85,000–$120,000.
• Comprehensive benefits package, which may include:
• 50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
• Paid time off and paid holidays
• Simple IRA with employer match
• Group term life insurance
• Opportunities for professional development and growth

About Our Practice

LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, dedicated to helping clients manage their financial lives with clarity, purpose, and confidence. Guided by values of trust, dependability, and teamwork, we provide personalized, holistic planning that supports clients through every stage of life. As a Forbes Best-in-State Wealth Management Team (2025), we’re proud of our culture of integrity, service, and collaboration — and we’re seeking someone who can bring structure, energy, and operational excellence to our next chapter of growth.

To Apply:
Please submit your résumé and a brief cover letter outlining your experience in financial services operations.

Equal Opportunity Employer
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.