Top 286 Finance operations occupations Jobs in Plano, Tx

Wealth Operations Analyst
The Reserves Network Inc —Carrollton, TX
- $105,000 - $140,000 a year
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Fund Associate
Vaco by Highspring —Dallas, TX
- $90,000 - $130,000 a year
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Specialist
CornerStone Staffing —Coppell, TX
- $28.38 an hour
- 8 hour shift
- Mid-level
- 3 years
- Analysis skills
Quick Apply
8d
Customer Service Representative
PHOENIX —Dallas, TX
- From $18 an hour
- Temporary
- Background check
- Microsoft Excel
- Customer service
- Health savings account
- Health insurance
Quick Apply
18h
Senior Associate, Financial Due Diligence
KPMG —Dallas, TX
- Full-time
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
5d
Deposit Operations Specialist
Texas Capital Bank —Richardson, TX
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Paid holidays
Deposit Operations Sr Specialist
Texas Capital Bank —Richardson, TX
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
- Wellness program
- Paid holidays
14d
Part-Time Service and Operations Associate
Fisher Investments —Plano, TX
- Part-time
- 18 years or older
- Office
- 21 years or older
- 401(k) matching
Fraud Manager, Client Services
Louis Vuitton —Irving, TX
- $80,000 - $100,000 a year
- Writing skills
- 3 years
- Analysis skills
- Disability insurance
- Health insurance
13d
Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate
Goldman Sachs —Dallas, TX
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
Compliance Analyst, Contingent Worker
Toyota —Plano, TX
- $35 - $45 an hour
- Contract
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Dental insurance
- 401(k)
14d
Operations | Analyst | Dallas
Goldman Sachs —Dallas, TX
- Microsoft Outlook
- Word processing
- Office
- Disability insurance
- Health insurance
Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- Organizational skills
- Disability insurance
- Health insurance
Treasury Services Representative - Richardson Operations Center
Inwood National Bank —Richardson, TX
- Office
- Administrative experience
- High school diploma or GED
Compliance Advisor Sr. Manager, Auto Finance
Capital One —Plano, TX
- Email
- Military
- Office
- 3 years
- Health insurance
11d
ACH Specialist
Catalyst Corporate Fede —Plano, TX
- Full-time
- Computer literacy
- Mid-level
- Office
- Free parking
- AD&D insurance
Quick Apply
Mortgage Associate
Texas Capital Bank —Richardson, TX
- Full-time
- Sales
- Mid-level
- Office
- Wellness program
- Paid holidays
Fair Lending Specialist, Sr
loanDepot —Plano, TX
- $28.85 - $50.24 an hour
- 5 years
- Bachelor's degree
- Senior level
- Wellness program
- Health insurance
Quick Apply
Sales Trader Operations Analyst
Texas Capital Bank —Dallas, TX
- Full-time
- Microsoft Outlook
- Research
- Office
- Wellness program
- Paid holidays
Marcus by Goldman Sachs, Money Movement & Reconciliation, Analyst, Draper, UT/ Richardson, TX
Goldman Sachs —Richardson, TX
- Military
- Mid-level
- Office
- Disability insurance
- Health insurance
7d

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finance operations occupations jobs near plano, tx

Wealth Operations Analyst

The Reserves Network Inc -
Carrollton, TX

Quick Apply

Job Details

$105,000 - $140,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
Vision insurance
Retirement plan

Qualifications

Stakeholder management

Full Job Description

Wealth Operations Analyst | $125,000–$140,000 Total Compensation | Onsite w/ Hybrid Flex | Direct Hire | Carrollton, TX

A growing financial services organization is seeking a Wealth Operations Analyst to help build the operational foundation for a new and expanding wealth management business. This is a hands-on opportunity for someone who enjoys solving complex problems, creating scalable processes, improving systems, and turning broad business needs into practical solutions. This is not a traditional transaction-processing position. The successful candidate will work directly with wealth operations leadership and partner across technology, project management, vendors, custodians, and internal business teams. This role is ideal for an independent, motivated professional who wants to help build a function from the ground up and see their ideas through implementation.

Why This Opportunity

Newly created position with significant visibility and influence
Opportunity to help build and scale a growing wealth management business
Direct partnership with senior wealth operations leadership
Broad exposure to systems, vendors, data, operations, and technology initiatives
Potential for increased responsibility and long-term career growth
Competitive compensation with a strong annual bonus opportunity
Company-paid employee medical, dental, and vision coverage

Key Responsibilities

Identify operational challenges and develop practical, scalable solutions
Build, document, and improve workflows across wealth operations
Lead projects from initial problem identification through implementation
Support system implementations, vendor integrations, and operational technology initiatives
Partner with business and IT teams to define requirements, test solutions, and execute changes
Improve processes related to client onboarding, servicing, reporting, trading support, controls, and data movement
Ensure external data is organized, accurate, and usable by internal teams
Translate informal or manual activities into consistent, repeatable processes
Develop documentation, controls, reporting tools, and operational best practices
Influence stakeholders and drive initiatives forward without direct authority

Qualifications

3–4+ years of experience in wealth management, financial services, consulting, business analysis, implementation, or process improvement & development
Demonstrated experience building, redesigning, or improving business processes
Proven ability to independently manage projects or initiatives from beginning to completion
Strong analytical, problem-solving, documentation, and execution skills
Ability to work successfully in an evolving environment with limited existing structure
Experience partnering across operations, technology, vendors, and business leadership
Familiarity with wealth management or financial services operations strongly preferred
Experience with CRM, workflow, operational, reporting, or business-management systems preferred
Exposure to system integrations, requirements gathering, testing, data analysis, dashboards, or advanced Excel is helpful
Must be willing to perform hands-on implementation work, not solely provide recommendations

Benefits

Base salary generally targeted around $105,000–$110,000
Annual bonus opportunity of approximately 20%–25%
100% company-paid employee medical, dental, and vision premiums
Retirement plan with a 50% employer match on employee contributions - no limit
Up to 35 work-from-home days annually
Career growth as the wealth business and operations team expand

Your Career Partner

The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

#TRN512IN

Quick Apply

Refine Your Search

finance operations occupations jobs in plano, tx

Wealth Operations Analyst

Fund Associate

Wealth Management Specialist

Customer Service Representative

Senior Associate, Financial Due Diligence

Deposit Operations Specialist

Deposit Operations Sr Specialist

Part-Time Service and Operations Associate

Fraud Manager, Client Services

Transaction Banking, 1st Line Financial Crime Risk, Analyst/Associate

Compliance Analyst, Contingent Worker

Operations | Analyst | Dallas

Asset & Wealth Management, PWM, Center of Excellence – NPWA Client Implementation, Wealth Management Professional - Dallas - Analyst

Treasury Services Representative - Richardson Operations Center

Compliance Advisor Sr. Manager, Auto Finance

ACH Specialist

Mortgage Associate

Fair Lending Specialist, Sr

Sales Trader Operations Analyst

Marcus by Goldman Sachs, Money Movement & Reconciliation, Analyst, Draper, UT/ Richardson, TX

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