Wichita, KS · On-site
$90K - $120K/yr
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 ...
Quick apply
Wichita, KS · On-site
$90K - $120K/yr
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 ...
Wellington, KS · On-site
$42K - $56K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Wellington, KS · On-site
$42K - $56K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Kingman, KS · On-site
$44K - $59K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Kingman, KS · On-site
$44K - $59K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Wichita, KS · On-site
$46K - $61K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Wichita, KS · On-site
$46K - $61K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Goddard, KS · On-site
$15 - $20/hr
Ability to communicate with guests and other associates, including reading, writing and speaking ... We believe in Investing in Our Members, Clubs, and Team , ensuring every location delivers ...
Goddard, KS · On-site
$15 - $20/hr
Ability to communicate with guests and other associates, including reading, writing and speaking ... We believe in Investing in Our Members, Clubs, and Team , ensuring every location delivers ...
Wichita, KS · On-site
Ability to communicate with guests and other associates, including reading, writing and speaking ... We believe in Investing in Our Members, Clubs, and Team , ensuring every location delivers ...
Wichita, KS · On-site
Ability to communicate with guests and other associates, including reading, writing and speaking ... We believe in Investing in Our Members, Clubs, and Team , ensuring every location delivers ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
Wichita, KS · On-site
$13/hr
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
Wichita, KS · On-site
$13/hr
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
When our associates feel supported, inspired and empowered, consumers feel it. Whether you're ... Operational Excellence * Deliver Business Results Benefits Feeling good starts with you. We invest ...
Wichita, KS · On-site
... investments, operations, technology, and compliance. * Collaborate with 20+ local IMA insurance ... Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Wichita, KS · On-site
... investments, operations, technology, and compliance. * Collaborate with 20+ local IMA insurance ... Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Wichita, KS · On-site
$15.50/hr
... operations and sales. Rental car experience a plus. Excellent customer service skills. Excellent ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Wichita, KS · On-site
$15.50/hr
... operations and sales. Rental car experience a plus. Excellent customer service skills. Excellent ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
Wichita, KS · On-site
$11.75 - $15.25/hr
More than 54% of our leaders are promoted from within, reflecting our commitment to investing in ... Our focus is on people, innovation, and operational intelligence as a means to create special ...
Wichita, KS · On-site
$11.75 - $15.25/hr
More than 54% of our leaders are promoted from within, reflecting our commitment to investing in ... Our focus is on people, innovation, and operational intelligence as a means to create special ...
T-Mobile Account Associate At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that ... Meet department productivity and quality standards to support operational goals * Approach each ...
T-Mobile Account Associate At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that ... Meet department productivity and quality standards to support operational goals * Approach each ...
... operations succeed. ACE Cash Express is a workplace where: * Collaborating and teamwork thrive ... Investing in our employees and promoting a culture centered on people, service, career advancement ...
... operations succeed. ACE Cash Express is a workplace where: * Collaborating and teamwork thrive ... Investing in our employees and promoting a culture centered on people, service, career advancement ...
Wichita, KS · On-site
$18/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures.
Wichita, KS · On-site
$18/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures.
Wichita, KS · On-site
$18/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures.
Wichita, KS · On-site
$18/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures.
... operations and sales. Rental car experience a plus. Excellent customer service skills. Excellent ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
... operations and sales. Rental car experience a plus. Excellent customer service skills. Excellent ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...
$19.7K - $35.3K
4% of jobs
$35.3K - $50.8K
14% of jobs
$54.3K is the 25th percentile. Wages below this are outliers.
$50.8K - $66.4K
32% of jobs
The median wage is $66.9K / yr.
$66.4K - $82K
18% of jobs
$82K - $97.6K
7% of jobs
$97.9K is the 75th percentile. Wages above this are outliers.
$97.6K - $113.1K
12% of jobs
$113.1K - $128.7K
9% of jobs
$128.7K - $144.3K
4% of jobs
$144.3K - $159.9K
0% of jobs
$159.9K - $175.4K
0% of jobs
$175.4K - $191K
0% of jobs
$19.7K
$86.8K
$191K
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.
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.
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.
The most popular types of Investment Operations jobs in Wichita, KS are:
The top searched job categories for Investment Operations Associate jobs in Wichita, KS are:
Cities near Wichita, KS with the most Investment Operations Associate job openings:
$90K - $120K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 25 days ago
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.
