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Wealth Management Operations Manager Jobs in Kansas

Triad Partners

Wealth Operations Manager

Lawrence, KS · On-site +1

... management, and performance development * Oversee core operational workflows including onboarding ... As an access person of Triad Wealth this position is subject to SEC restrictions on personal ...

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Wealth Management Operations Manager information

See Kansas salary details

$27.6K

$56.6K

$105.7K

How much do wealth management operations manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for wealth management operations manager in Kansas is $56,593.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $69,100.00 per year, depending on experience, location, and employer.

What are some common challenges faced by wealth management operations managers, and how can they be addressed?

Wealth Management Operations Managers often encounter challenges such as navigating evolving regulatory requirements, maintaining data accuracy, and streamlining complex workflows across multiple platforms. To address these, it's important to stay updated on financial regulations, implement robust compliance processes, and foster strong communication between front-office advisors and back-office teams. Leveraging automation tools and encouraging ongoing professional development for team members can also help maintain efficiency and minimize errors in daily operations.

What are the key skills and qualifications needed to thrive as a wealth management operations manager, and why are they important?

To thrive as a Wealth Management Operations Manager, you need a solid background in finance, operations management, and regulatory compliance, often supported by a bachelor’s degree in finance or business and relevant industry experience. Familiarity with portfolio management systems, financial reporting tools, and regulatory platforms like FINRA or SEC compliance systems is typically required. Strong leadership, analytical thinking, and effective communication skills help manage teams and ensure smooth operational workflows. These skills are essential for maintaining regulatory standards, optimizing efficiency, and delivering high-quality service to clients.

What does a wealth management operations manager do?

A Wealth Management Operations Manager oversees the daily operations and administrative functions within a wealth management firm or division. Their responsibilities typically include managing client account processes, ensuring compliance with financial regulations, implementing operational policies, and coordinating with advisors and other departments to deliver seamless client service. They play a crucial role in optimizing workflow efficiency, minimizing risk, and maintaining the overall quality of financial services provided to clients.

What is the difference between Wealth Management Operations Manager vs Financial Advisor?

AspectWealth Management Operations ManagerFinancial Advisor
Primary RoleOversees operational processes, compliance, and client account administration within wealth management firms.Provides personalized financial planning and investment advice to clients.
Required CredentialsTypically requires industry certifications like Series 7, Series 63, or Series 65; strong knowledge of financial regulations.Often requires certifications such as CFP, Series 7, or Series 66; focus on financial planning credentials.
Work EnvironmentWorks within financial institutions, supporting advisors and client service teams.Works directly with clients, offering tailored financial strategies and investment recommendations.

While both roles operate within the wealth management industry, the Wealth Management Operations Manager focuses on internal processes and compliance, whereas the Financial Advisor directly engages with clients to develop financial plans. Understanding these differences helps in choosing the right career path or job opportunity.

What are popular job titles related to Wealth Management Operations Manager jobs in Kansas? For Wealth Management Operations Manager jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Kansas look for? The top searched job categories for Wealth Management Operations Manager jobs in Kansas are:
What cities in Kansas are hiring for Wealth Management Operations Manager jobs? Cities in Kansas with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you

Wealth Operations Manager

Triad Partners

Lawrence, KS • On-site, Remote

Full-time

Posted 21 days ago

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.


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