Operations Manager
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Job Location:
Grapevine, TX - USA
Monthly Salary:
$ 75000 - 95000
Posted on:
23-10-2025
Vacancies:
1 Vacancy
Job Summary
Operations Manager
Location: Grapevine Texas
Compensation: $75000$95000 (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 leaderhelping to streamline workflows oversee practice initiatives and ensure consistent high-quality execution across the team.
The ideal candidate is someone who thrives on structure organization and efficiency. Youll work closely with firm leadership to implement systems that support both client service excellence and internal collaborationkeeping 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 the implementation and adoption of new systems and tools such as MoneyGuideand other practice management platforms.
- Partner with advisors and staff to evaluate refine and document workflows for greater efficiency and consistency.
- 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 preferably within an Ameriprise-affiliated or similar wealth management practice.
- 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
- Demonstrated ability to lead without micromanagingcreating 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 of $75000$95000 depending on experience and scope of leadership responsibilities.
- 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) were proud of our culture of integrity service and collaboration and were 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.
Required Experience:
Manager
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
About Company
Ameriprise – Troy/Novi, MI – an Ameriprise Financial advisory practice is seeking a fulltime Paraplanner to join our innovative and dynamic team. At Ameriprise ...
