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 ...
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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 ...
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
Quick apply
Reporting & Data Management * Generate and distribute operational, investment, and trust ... Associate's Degree or Bachelor's Degree in Business, Finance, Accounting, Economics, Legal Studies ...
$85K - $90K/yr
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 ...
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$85K - $90K/yr
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 role combines project management, investment operations, platform administration, and process ... improvement to deliver a seamless advisor and client experience.Approximately65-75% of the role ...
The role combines project management, investment operations, platform administration, and process ... improvement to deliver a seamless advisor and client experience.Approximately65-75% of the role ...
The role combines project management, investment operations, platform administration, and process improvement to deliver a seamless advisor and client experience. Approximately 65-75% of the role ...
The role combines project management, investment operations, platform administration, and process improvement to deliver a seamless advisor and client experience. Approximately 65-75% of the role ...
As a Manager, Investment Accounting - Accounting Operations , you'll be an integral part of a ... Here's what you can expect as a full-time Security Benefit associate: * Competitive salary and ...
As a Manager, Investment Accounting - Accounting Operations , you'll be an integral part of a ... Here's what you can expect as a full-time Security Benefit associate: * Competitive salary and ...
We're Looking for an experienced Manager, Accounting Operations About the Company: Security Benefit ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...
We're Looking for an experienced Manager, Accounting Operations About the Company: Security Benefit ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...
Overland Park, KS · On-site
$18 - $20.50/hr
VOTRE PROFIL Operations Associate - Part Time * NOUVEAU Publiée le 08.09.2026 Sephora Retail ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
New
Overland Park, KS · On-site
$18 - $20.50/hr
VOTRE PROFIL Operations Associate - Part Time * NOUVEAU Publiée le 08.09.2026 Sephora Retail ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
New
Leawood, KS · On-site
$18 - $20.50/hr
VOTRE PROFIL Operations Associate - Part Time Publiée le 02.09.2026 Sephora Retail Référence ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
Leawood, KS · On-site
$18 - $20.50/hr
VOTRE PROFIL Operations Associate - Part Time Publiée le 02.09.2026 Sephora Retail Référence ... From inventory management to visual merchandising, your attention to detail and proactive mindset ...
... keep manager informed of issues impacting team Maintain effective working relationships by handling peer and management interactions in a positive and cooperative manner Requirements: Job ...
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... keep manager informed of issues impacting team Maintain effective working relationships by handling peer and management interactions in a positive and cooperative manner Requirements: Job ...
... operational system support. Essential Duties/Responsibilities: Prepare and reconcile the cash ... peer and management interactions in a positive and cooperative manner Requirements Job ...
... operational system support. Essential Duties/Responsibilities: Prepare and reconcile the cash ... peer and management interactions in a positive and cooperative manner Requirements Job ...
... operational system support. Responsibilities * Prepare and reconcile the cash balances for 3 ... Responsible to keep manager informed of issues impacting team * Maintain effective working ...
... operational system support. Responsibilities * Prepare and reconcile the cash balances for 3 ... Responsible to keep manager informed of issues impacting team * Maintain effective working ...
... keep manager informed of issues impacting team Maintain effective working relationships by handling peer and management interactions in a positive and cooperative manner Requirements: Job ...
... keep manager informed of issues impacting team Maintain effective working relationships by handling peer and management interactions in a positive and cooperative manner Requirements: Job ...
... operational system support. Essential Duties/Responsibilities: Prepare and reconcile the cash ... peer and management interactions in a positive and cooperative manner Requirements Job ...
... operational system support. Essential Duties/Responsibilities: Prepare and reconcile the cash ... peer and management interactions in a positive and cooperative manner Requirements Job ...
Topeka, KS · On-site
Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... As an Associate you will learn about our industry and the entire annuity application process. After ...
Topeka, KS · On-site
Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... As an Associate you will learn about our industry and the entire annuity application process. After ...
Topeka, KS · On-site
Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... As an Associate you will learn about our industry and the entire annuity application process. After ...
Topeka, KS · On-site
Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves ... As an Associate you will learn about our industry and the entire annuity application process. After ...
Overland Park, KS · On-site
$15.50 - $23.30/hr
You'll handle cash management, audit and process critical paperwork, and provide clear ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Overland Park, KS · On-site
$15.50 - $23.30/hr
You'll handle cash management, audit and process critical paperwork, and provide clear ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Wichita, KS · On-site
$15 - $21/hr
You'll handle cash management, audit and process critical paperwork, and provide clear ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Wichita, KS · On-site
$15 - $21/hr
You'll handle cash management, audit and process critical paperwork, and provide clear ... Train and mentor new associates and support store operations by assisting multiple departments and ...
| Aspect | Manager Investment Operations Associate | Investment Operations Analyst |
|---|---|---|
| Responsibilities | Oversees operational processes, manages teams, ensures compliance | Performs data analysis, supports transaction processing, reports |
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA), experience in investment operations | Bachelor's degree, often pursuing certifications like CFA, entry to mid-level experience |
| Work Environment | Team management, strategic planning, client interaction | Data analysis, transaction support, reporting tasks |
| Industry Usage | Commonly found in asset management, hedge funds, private equity | Found across investment firms, banks, asset managers |
The Manager Investment Operations Associate typically has leadership responsibilities, overseeing teams and processes, while the Investment Operations Analyst focuses on supporting operational tasks and data analysis. Both roles require relevant certifications and industry experience, but the manager position involves more strategic oversight and team management.
Cities in Kansas with the most Manager Investment Operations Associate job openings:
Wichita, KS • On-site
$90K - $120K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 22 days ago
Execute trades across client portfolios, monitor trade execution, settlement, and resolve discrepancies.
Process client money movements such as wires, ACH transfers, journals, and account transfers, ensuring accuracy and compliance.
Maintain accurate client and account records, troubleshoot account issues, and support operational workflows and process improvements.
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.
