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Wealth Management Operations Manager Jobs in Kansas

Be Ventures

Wealth Intern

Salina, KS · On-site

$14.25 - $19/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in wealth management operations. This position focuses on supporting the Wealth Associate and Wealth ...

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in wealth management operations. This position focuses on supporting the Wealth Associate and Wealth ...

Triad Partners, LLC

Wealth Operations Manager

Lawrence, KS · On-site

$65 - $100/hr

About the Role When you step into the role as an Operations Manager at Triad Wealth Partners, LLC ... management, and performance development. * Oversee core operational workflows including onboarding ...

Bankers Life

Wealth Management Trainee

Wichita, KS · On-site

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven ...

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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 Sep 4, 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 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 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 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 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 Intern

Be Ventures

Salina, KS • On-site

$14.25 - $19/hr

Internship

Re-posted 29 days ago

Job description

Description:

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in wealth management operations. This position focuses on supporting the Wealth Associate and Wealth Manager through project-based work, administrative tasks, and operational assistance. The Wealth Intern serves as a flexible team resource, contributing to various initiatives while developing professional skills in financial services. This role offers valuable learning opportunities in client service, data management, and team collaboration within a dynamic wealth management environment.  


KEY RESPONSIBILITIES QUALIFICATIONS 

  • Support the Wealth Associate with daily operational tasks and project completion 
  • Complete assigned projects related to client service, data analysis, operations improvement, or team initiatives 
  • Assist with data entry and maintenance across CRM and technology platforms 
  • Help prepare materials and documents for client meetings and presentations 
  • Research financial planning topics, market trends, or operational best practices as requested 
  • Help organize and maintain digital filing systems and documentation 
  • Shadow team members to learn about wealth management operations and client service delivery 
  • Take on special projects and ad-hoc responsibilities as assigned by the Wealth Associate or Wealth Manager 
  • Support firmwide initiatives that align with Be Wealth's Strategic Plan 
  • Maintain confidentiality and professionalism in all client and team interactions 
Requirements:
  • Currently pursuing or recently completed an associate's or bachelor's degree 
  • Interest in financial services, wealth management, or client service careers 
  • Strong organizational skills and ability to manage time effectively 
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint) 
  • Willingness to learn new technology platforms and systems 
  • Excellent written and verbal communication skills 
  • Close attention to detail and commitment to accuracy 
  • Self-motivated with the ability to work independently and as part of a team 
  • Professional demeanor and respect for confidentiality 
  • Adaptability and eagerness to take on diverse responsibilities