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Step into a high-impact role at a growing, planning-focused wealth management firm in Dallas, where you’ll be the trusted right hand to the President & Managing Partner and a key force in how the business scales. If you’re a mid-career professional who thrives on managing complexity, tightening operations, and serving as the operational backbone of a lean, entrepreneurial team, this role offers real responsibility, visibility, and room to grow.
What you’ll be doing –
Executive support & coordination
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Own calendar, meetings, and priorities for a senior leader with a demanding schedule.
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Manage confidential email, correspondence, and inbound requests with professionalism and discretion.
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Prepare materials for internal and external meetings, including agendas, reports, and follow-ups.
Operations & client account support
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Support onboarding and maintenance for hundreds of client accounts and additional model-based accounts (opens, transfers, updates).
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Assign and track model portfolio templates with outsourced investment managers (large asset managers providing turnkey models).
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Keep records clean and current across CRM, custodians, and portfolio tools while helping resolve day-to-day operational issues.
Data, reporting & bookkeeping
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Build and maintain Excel spreadsheets to track clients, accounts, workflows, projects, and deadlines.
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Perform basic bookkeeping in QuickBooks, including expense coding and simple reconciliations in coordination with accounting support.
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Assist with recurring reports and metrics that help leadership understand firm performance and capacity.
Process improvement & projects
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Help document, refine, and standardize processes as a new 2026 service model rolls out and a retiring advisor’s book of business is integrated.
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Run small operational projects from idea to implementation, making sure details are handled and stakeholders stay aligned.
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Act as an internal “traffic controller,” ensuring tasks and initiatives keep moving and nothing falls through the cracks.
Technology & AI enablement
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Learn and leverage productivity and AI tools (e.g., Copilot, Office 365) to streamline documents, analyses, and workflows.
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Spot opportunities to automate or simplify recurring tasks and help the team adopt better, tech-enabled ways of working.
What you'll bring with you –
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5–10 years of professional experience, including 3+ years in financial services (RIA, broker-dealer, bank, or similar), operations, client service, or executive support.
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Proven success supporting senior leaders or managing complex workflows in a detail?intensive, regulated environment.
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Strong Excel skills; comfortable building and modifying spreadsheets and formulas. QuickBooks or similar bookkeeping experience preferred.
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Familiarity with what financial planners and/or RIAs do; comfortable around markets and financial concepts without needing to be a portfolio manager.
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Confident, poised communicator (written and verbal) with sound judgment and discretion in handling sensitive information.
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Naturally curious about technology and AI, always looking for ways to improve how work gets done.
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Thrives in a small, entrepreneurial setting where priorities can shift and your ideas for better processes are genuinely welcomed.
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Formal degree is helpful but not required; demonstrated competence, reliability, and judgment matter most.
This role is built for a mid-career professional who wants broader exposure than a typical EA or operations job in a big firm—and who is excited to be the person that leadership and the team rely on to keep the engine running smoothly!
We are an equal opportunity employer who values diversity. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.