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Investment Operations Associate Jobs in Kansas (NOW HIRING)

SumnerOne

Warehouse Operations Assoicate

Wichita, KS · On-site

$14.25 - $17/hr

As a Warehouse Operations Associate, you will ensure the efficient operation of our Warehouse ... investments in print, IT and document technology. Headquartered in St. Louis, Missouri, we are ...

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Investment Operations Associate information

See Kansas salary details

$19.6K

$86.6K

$190.4K

How much do investment operations associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for investment operations associate in Kansas is $86,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $104,800.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the Investment Operations Associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an Investment Operations Associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Kansas? The most popular types of Investment Operations jobs in Kansas are:
What job categories do people searching Investment Operations Associate jobs in Kansas look for? The top searched job categories for Investment Operations Associate jobs in Kansas are:
What cities in Kansas are hiring for Investment Operations Associate jobs? Cities in Kansas with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Kansas as of June 2026, with employment types broken down into 57% Full Time, 23% Part Time, and 20% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $86,574 per year, or $41.6 per hour.
Trading & Investment Operations Associate

Trading & Investment Operations Associate

The Martin Financial Group

Wichita, KS • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Trading & Investment Operations Associate

Location: Wichita, KS (in-office or hybrid)

Overview

We are a growing wealth management firm based in Wichita, KS, serving emerging affluent, high net-worth and ultra-high net-worth individuals, families, and business clients. We are seeking a Trading & Investment Operations Associate to support portfolio implementation, client money movement, and core operational workflows.

This role sits at the center of the firm’s day-to-day execution—ensuring trades are placed accurately, client transactions are processed seamlessly, and accounts are maintained with precision. The right candidate is highly detail-oriented, process-driven, and takes ownership of outcomes.

Key Responsibilities

·         Trading & Portfolio Implementation

o   Execute trades across client portfolios in alignment with model allocations and advisor direction

o   Assist with portfolio rebalancing and cash management

o   Monitor trade execution, settlement, and resolve discrepancies

o   Coordinate with custodians (e.g., Schwab, Fidelity, Pershing)

·         Client Money Movement

o   Process wires, ACH transfers, journals, and account transfers (ACATs)

o   Ensure accuracy, proper authorization, and compliance with all procedures

o   Track and confirm completion of all transactions

o   Communicate status updates to internal team members

·         Operations & Account Maintenance

o   Maintain accurate client and account records in CRM and portfolio systems

o   Troubleshoot account issues and serve as a point of contact with custodians

o   Support audit and compliance-related requests

·         Process Improvement

o   Identify inefficiencies and help improve workflows and documentation

o   Contribute to building scalable operational processes as the firm grows

Qualifications

·         Required

o   Bachelor’s degree in business administration, accounting, finance or related field or equivalent work experience

o   Expertise with Microsoft Office suite of tools with an emphasis on Excel

o   FINRA SIE, Series 7 and 63 licenses

o   3-5 years in the wealth management or investment management industry

·         Preferred

o   Experience with Envestnet trading (Worksheet, Folio or Tamarac)

Key Characteristics

·         Strong desire for personal and professional growth. 

·         Approachable, respectful, and inclusive communication.

·         Ability to give and receive constructive feedback.

·         Ability to maintain confidentiality.

·         Excellent verbal and written communication and interpersonal skills.

·         Critical thinking skills and an ability to solve problems.

·         Strong understanding of financial markets, instruments, and trading strategies.

·         Ability to interpret data, analyze market trends, and make informed trading decisions.

·         Proficient in Microsoft Office Suite or related software.

·         Proficient in CRM or related software.

·         Excellent organizational skills and attention to detail.

What Success Looks Like

·         Trades are executed accurately and on time with minimal oversight

·         Client money movement is processed flawlessly and efficiently

·         Advisors and team members trust that operational details are handled

·         Processes become more streamlined and scalable over time

Compensation & Growth

·         Competitive salary based on experience

·         Bonus potential tied to performance and firm growth

·         Clear path to increased responsibility in trading, operations leadership, or client service

Why This Role

This is a high-impact position for someone who wants to be deeply involved in how a wealth management firm runs. You’ll gain exposure to portfolio management, client operations, and the systems that support both.

Please submit resume (with cover letter) to megan.wetta@nm.com.