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Client Finance Director Jobs in Kansas (NOW HIRING)

Morgan Stanley

Client Relationship Analyst

Leawood, KS · On-site

... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...

Morgan Stanley

Client Relationship Analyst

Leawood, KS · On-site

... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...

Santander

Financial Advisor, Newton, MA

Newton, KS

Conduct frequent client appointments through in-person, virtual, and telephone channels to identify ... Finance, Economics, Management Information Systems, Statistics or equivalent field. - Required.

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100K - $250K/yr

... OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic planning ... This role is a direct-hire placement with our client agency, offering a structured transition ...

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Client Finance Director information

See Kansas salary details

$44.6K

$115.4K

$177.9K

How much do client finance director jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client finance director in Kansas is $115,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,600.00 and $136,500.00 per year, depending on experience, location, and employer.

What is a client finance director?

Client Finance Directors are senior professionals responsible for managing the financial relationship between a company and its clients, often within agencies or professional services firms. They oversee client budgets, financial forecasting, billing, and profitability analysis to ensure both the client’s and the company’s financial goals are met. Their role involves strategic financial planning, advising on cost efficiencies, and acting as a trusted financial partner for client accounts. They typically collaborate closely with client account teams and executive leadership to drive successful business outcomes.

What are the typical challenges a client finance director faces when managing multiple client accounts?

A Client Finance Director often juggles competing priorities across various client accounts, balancing the need for accurate financial reporting, budget management, and risk mitigation. Navigating differing client expectations, tight deadlines, and dynamic scopes of work can be challenging, especially when aligning internal teams with client objectives. Effective communication and strong organizational skills are essential to proactively address issues and deliver value while maintaining compliance and profitability. Building collaborative relationships with account managers, project leads, and external stakeholders is key to successfully managing these complexities.

What are the key skills and qualifications needed to thrive as a client finance director, and why are they important?

To thrive as a Client Finance Director, you need a deep understanding of financial management, strategic planning, and client relationship management, usually supported by a bachelor's or master's degree in finance or accounting and extensive industry experience. Expertise in financial analysis tools, ERP systems like SAP or Oracle, and relevant certifications such as CPA or CFA are highly valued. Exceptional communication, leadership, and negotiation skills help build trust and drive successful client partnerships. These competencies are crucial for delivering financial insights, ensuring regulatory compliance, and maximizing client satisfaction and business growth.

What is the difference between Client Finance Director vs Client Accountant?

AspectClient Finance DirectorClient Accountant
CredentialsTypically requires advanced degrees (e.g., CPA, CFA) and extensive experience in finance leadershipUsually holds a bachelor's degree in accounting or finance, with relevant certifications like CPA
Work EnvironmentStrategic leadership in corporate or client-facing finance teams, often in senior managementOperational accounting tasks within client accounts, focusing on day-to-day financial record-keeping
Employer & Industry UsageUsed in large firms, financial services, and consulting firms managing client financesCommon in accounting firms, small to medium-sized businesses, and client-specific accounting roles

The Client Finance Director focuses on strategic financial management and high-level client financial planning, while the Client Accountant handles detailed accounting tasks and day-to-day financial record-keeping for clients. Both roles are essential but differ significantly in scope and seniority.

What are popular job titles related to Client Finance Director jobs in Kansas?

For Client Finance Director jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Client Finance Director jobs in Kansas look for?

The top searched job categories for Client Finance Director jobs in Kansas are:

What cities in Kansas are hiring for Client Finance Director jobs?

Cities in Kansas with the most Client Finance Director job openings:

Client Finance Director jobs near you
Infographic showing various Client Finance Director job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $115,363 per year, or $55.5 per hour.

Client Relationship Analyst

Morgan Stanley

Leawood, KS • On-site

Full-time

Re-posted 11 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

POSITION SUMMARY
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
  • Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist Fas / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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