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Ria Operations Jobs in Kansas (NOW HIRING)

Advisors Excel

Trading Support Specialist

Topeka, KS · On-site

... operational risk * Assist with system testing, platform enhancements, and special projects Experience you'll bring: * 1+ years of experience within the brokerage or RIA industry * Excellent written ...

Advisors Excel

Trading Support Specialist

Topeka, KS · On-site

... operational risk * Assist with system testing, platform enhancements, and special projects Experience you'll bring: * 1+ years of experience within the brokerage or RIA industry * Excellent written ...

Harbourfront Wealth Management

$50K - $55K/yr

S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ... to join our Operations Team on a 12 - 18-month contract. The successful candidate will be ...

People People

Client Service Specialist (CSS)

Lenexa, KS · On-site

$16.50 - $21.75/hr

Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA) * Wealth Management Firm * Broker-Dealer * Financial Institution Preferred Experience * SEC ...

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

Experience 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA)Wealth Management FirmBroker-DealerFinancial Institution Preferred Experience SEC Registered ...

Advisors Excel

Regulatory Legal Assistant

Lenexa, KS · On-site

... and operational excellence. What you'll do: * Conduct thorough reviews of complaints to ensure ... Background in compliance, audit, risk, or regulatory work -- whether at a broker-dealer/RIA or with ...

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA) * Wealth Management Firm * Broker-Dealer * Financial Institution Preferred Experience * SEC ...

People People

Client Service Specialist (CSS)

Lenexa, KS · On-site

$16 - $21/hr

Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA) * Wealth Management Firm * Broker-Dealer * Financial Institution Preferred Experience * SEC ...

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA) * Wealth Management Firm * Broker-Dealer * Financial Institution Preferred Experience * SEC ...

Harbourfront Wealth Management

$65K - $75K/yr

S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ... Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products ...

Human Agency

Across strategy, engineering, design, data, and operations, we seek out teammates who raise the bar ... Active RIA (Registered Investment Adviser) or Series 65/66 licensure required, with a clean ...

All JobsRia Operations JobsRia Operations Jobs in Kansas

Ria Operations information

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.
What job categories do people searching Ria Operations jobs in Kansas look for? The top searched job categories for Ria Operations jobs in Kansas are:
What cities in Kansas are hiring for Ria Operations jobs? Cities in Kansas with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Kansas as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Wealth Operations Manager

Triad Partners LLC

Lawrence, KS • On-site

Full-time

Posted 24 days ago

Job description

Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple: #DBDL - Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we'd love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It's more than a motto; it's the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you'll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won't just follow established processes-you'll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you'll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes-it's about making a meaningful difference. As part of our team, you'll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That's why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it's spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let's Build Something Extraordinary Together.
If you're ready to work in a place where innovation meets personal fulfillment, let's talk. At Triad, you'll find a team that not only shares your professional drive but also values the moments that make life worth living.
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!

Apply