Investment Operations Manager

Who We Are Willis Johnson Wealth is a fast-growing wealth management firm where operational excellence plays a critical role in delivering a consistent and high-quality client experience.

Our clients rely on us not only for thoughtful financial advice but for reliable systems, precise execution, and seamless coordination behind the scenes.

We work quickly, manage a high volume of client relationships, and maintain a high bar for accuracy and responsiveness.

Our operations team plays a central role in ensuring the investment platform functions smoothly, allowing advisors and portfolio managers to focus on serving clients.

If you enjoy building systems, improving processes, and solving complex operational challenges in a fast-paced environment, you will thrive here.

If you prefer highly siloed roles or environments where operational improvement and innovation are limited, this will not be the right fit.

The Opportunity We are...