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Client Operations Manager Jobs in Shawnee, KS (NOW HIRING)

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Client Operations Manager information

See Shawnee, KS salary details

$42.1K

$117K

$128.2K

How much do client operations manager jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client operations manager in Shawnee, KS is $117,041.00, according to ZipRecruiter salary data. Most workers in this role earn between $126,800.00 and $126,800.00 per year, depending on experience, location, and employer.

What does a client operations manager do?

A client operations manager oversees the delivery of services to clients, ensuring satisfaction and efficient processes. They coordinate between teams, manage client accounts, and use tools like CRM software to optimize workflows and maintain strong client relationships.

What are some common challenges faced by a client operations manager, and how can they be addressed?

Client Operations Managers often face the challenge of balancing client expectations with internal resource constraints. Managing multiple client accounts simultaneously requires strong organizational and communication skills to ensure each client receives timely support. Building effective relationships with both clients and internal teams is key to overcoming these challenges. Proactive communication, regular check-ins, and leveraging project management tools can help streamline processes and minimize misunderstandings.

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

To thrive as a Client Operations Manager, you need strong organizational, project management, and client relationship skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, workflow management tools, and data analytics systems is typically required. Excellent communication, problem-solving abilities, and leadership are standout soft skills for effective team and client management. These skills and qualities are essential to ensure efficient service delivery, client satisfaction, and overall business success.

What are popular job titles related to Client Operations Manager jobs in Shawnee, KS?

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The top searched job categories for Client Operations Manager jobs in Shawnee, KS are:

What cities near Shawnee, KS are hiring for Client Operations Manager jobs?

Cities near Shawnee, KS with the most Client Operations Manager job openings:

Client Operations Manager jobs near you

Senior Investment Operations Manager

Claire Myers Consulting

Leawood, KS

$85K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

Location: Leawood, KS

Compensation: $85,000-90,000 + incentive compensation + full benefits


Overview:


Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Investment Operations Manager to lead and enhance the execution, structure, and consistency of their investment operations.


This role is central to ensuring the investment side of the business runs efficiently, accurately, and at a high standard. It is best suited for someone who takes ownership, builds systems, and ensures both client experience and internal processes operate seamlessly.


You will work closely with advisors and team members to manage workflows, facilitate execution, and continuously improve how investment operations are delivered across the firm.



Key Responsibilities:


Investment Operations Leadership:


  •  Own and manage the day-to-day execution of investment operations across the firm 
  •  Oversee account onboarding, asset movement, trading, and ongoing account maintenance 
  •  Create, implement, and refine processes to improve efficiency, scalability, and consistency 
  •  Identify workflow gaps and proactively implement solutions 
  •  Ensure all investment-related activities align with firm standards and compliance requirements 


Client & Advisor Support:


  •  Partner closely with advisors to execute investment strategies and client service needs 
  •  Oversee client onboarding to ensure a smooth, high-quality experience 
  •  Prepare investment-related materials for client meetings 
  •  Act as a point of escalation for complex operational or client service issues 
  •  Ensure timely and accurate handling of client requests related to investments 


Execution & Trading:


  •  Execute trades across portfolios (mutual funds, ETFs, individual securities, alternatives) 
  •  Ensure all trades are accurate, timely, and aligned with client portfolios and firm strategy 
  •  Monitor asset transfers and ensure completion 
  •  Maintain high standards for reconciliation, documentation, and operational accuracy 


Systems, Process & Data Management:


  •  Maintain and optimize systems such as NetX360, Envestnet, and other investment platforms 
  •  Ensure accuracy of client data, account records, and documentation 
  •  Develop and standardize workflows to support scalability 
  •  Partner with leadership on reporting, dashboards, and operational metrics 


Team Collaboration & Accountability:


  •  Collaborate across advisors, operations, and administrative teams 
  •  Drive accountability around deadlines, deliverables, and workflows 
  •  Support training and development of team members 
  •  Contribute to the overall growth and direction of the firm 



Qualifications:


Required:


  •  Bachelor’s degree 
  •  5+ years of investment operations or related experience 
  •  Series 7 and 66 (or 63/65 equivalent) 
  •  Strong understanding of trading, account management, and investment operations 
  •  Proven ability to manage multiple priorities with high accuracy 
  •  Strong problem-solving and decision-making skills 
  •  Clear and professional communication 
  •  High level of ownership and ability to operate independently 
  •  Strong attention to detail and commitment to quality 


Preferred:


  •  APMA designation (or willingness to obtain) 
  •  Experience with Envestnet, Morningstar Advisor Workstation, and CRM systems 
  •  Experience improving or building operational processes 
  •  Familiarity with Microsoft Office and Google Suite 


Compensation & Benefits:


  •  Competitive base salary + incentive compensation 
  •  Health, dental, and vision insurance 
  •  401(k) with employer match 
  •  Disability insurance 
  •  Paid time off + loyalty program 
  •  Maternity and paternity leave 
  •  Paid industry conferences, licensing support, and continuing education 
  •  Team events and outings