Website Crossvine A Financial Planning Firm


Crossvine A Financial Planning Firm is a holistic planning and wealth management firm located in North Texas. We are currently seeking a candidate experienced in Investment Operations to join our team as Director of Investment Operations. This is a great professional opportunity for someone looking to make a change and wishing to join a family-first focused, dynamic, successful, professional, and values driven team!

As a part of our team, our Director of Investment Operations:

  • Mentors and develops investment operation associates.
  • Works jointly with advisors and specialists on designated client relationships.
  • Actively participates and contributes to Investment Operations Team projects for efficiency, productivity, advice, and client experience.
  • Oversees operations team activities, including, but not limited to: advisory trading and money movement, account opening, service requests and maintenance items, and strategic initiatives for current and prospective clients.

This is a seasoned professional who has a heart for service, strong leadership abilities, and loves contributing to the team effort. This position will provide instrumental support for our team through their:

  • Strong analytical and organizational skills
  • keen attention to detail
  • Natural ability to be a team player and self-starter

The ideal candidate will have:

  • Investment Operations experience (5 years preferred)
  • Hold their Series 7 and 63 securities licenses
  • Have (or obtain within 45 days of their start date) their Texas Life/Accident/Health insurance license
  • An Associate or Bachelor’s Degree is preferred, but related field experience will be considered


If interested in applying for this position, please email resume and 3 professional references to stacie.cook@nm.com. 


To apply for this job email your details to stacie.cook@nm.com

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