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Remote Ria Jobs in Kansas City, KS (NOW HIRING)

Triad Partners

Wealth Operations Manager

Lawrence, KS · On-site +1

Bachelor's degree preferred * 1-3 years of experience in financial services operations (RIA, TAMP ... remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You\'ll work with ...

Aprio

Wealth Advisor

Overland Park, KS · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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Remote Ria information

See Kansas City, KS salary details

$80.5K

$122.5K

$164.9K

How much do remote ria jobs pay per year?

As of Jul 25, 2026, the average yearly pay for remote ria in Kansas City, KS is $122,503.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,100.00 and $138,400.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ria vs Remote Financial Advisor?

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote Ria vs Remote Financial Advisor

Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.

What are Remote RIAs?

Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.

What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?

To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.

What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?

Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.
What are popular job titles related to Remote Ria jobs in Kansas City, KS? For Remote Ria jobs in Kansas City, KS, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Kansas City, KS look for? The top searched job categories for Remote Ria jobs in Kansas City, KS are:
What cities near Kansas City, KS are hiring for Remote Ria jobs? Cities near Kansas City, KS with the most Remote Ria job openings:
Remote Ria jobs near you
Infographic showing various Remote Ria job openings in Kansas City, KS as of July 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 60% Physical, 3% Hybrid, and 37% Remote job distribution, with an average salary of $122,503 per year, or $58.9 per hour.
Wealth Operations Manager

Wealth Operations Manager

Triad Partners

Lawrence, KS • On-site, Remote

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description


About the Role

 When you step into the role as an Operations Manager at Triad Wealth Partners, LLC (“Triad Wealth”), you will be responsible for overseeing day-to-day operations while driving process consistency, team performance, and operational efficiency across the platform.

This role bridges execution and strategy by leading a team of Operations Analysts, owning key workflows, and partnering with leadership to implement scalable processes. You will play a critical role in ensuring operational excellence while supporting the firm’s continued growth.

As Triad continues to scale, this role offers the opportunity to expand into broader operational leadership and strategic ownership.



Key Responsibilities

  • Manage and lead the Operations team, including daily oversight, workload management, and performance development
  • Oversee core operational workflows including onboarding, account maintenance, billing support, and advisor service requests
  • Ensure consistent execution of processes with a strong focus on accuracy, timeliness, and client experience
  • Act as the first point of escalation for complex operational issues, working to resolve quickly and effectively
  • Partner with the Vice President of Operations to implement strategic initiatives and operational improvements
  • Identify inefficiencies, bottlenecks, and risks within workflows and implement solutions to improve scalability
  • Monitor operational KPIs and team performance, ensuring accountability and continuous improvement
  • Collaborate cross-functionally with Billing, Compliance, Finance, and Technology teams
  • Assist in developing and maintaining standard operating procedures (SOPs) and training materials
  • Drive adoption of systems and tools such as Salesforce and Orion to improve workflow efficiency
  • Promote a culture of accountability, ownership, and member obsession within the team
  • Ensure delivery of a consistent 11-star advisor and client experience



Qualifications

  • Bachelor’s degree preferred
  • 1-3 years of experience in financial services operations (RIA, TAMP, or wealth platform preferred)
  • Prior experience mentoring, training, or leading team members strongly preferred
  • Strong understanding of operational workflows including onboarding, billing support, and custodial processes
  • Proven ability to manage multiple priorities and drive execution in a fast-paced environment
  • Strong analytical, problem-solving, and process improvement mindset
  • Excellent communication and interpersonal skills
  • Experience with Orion, Salesforce, and custodial platforms preferred
  • High attention to detail with a focus on accuracy and accountability

This position offers in-office, hybrid, and remote work arrangements (if residing more than 45 miles from Lawrence, Kansas). You\'ll work with your leader to determine which option best aligns with your situation.


As an access person of Triad Wealth this position is subject to SEC restrictions on personal political contributions, personal securities transactions, and gifts & entertainment.


Come do business, and life, with us!

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