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Wealth Management Operations Manager Jobs in Kansas

Ultra

Operations Manager

Manhattan, KS

Required Qualifications: * 3+ years of experience in operations management or supervisory roles. * Proven success managing teams of 15 or more in a hands-on role. * Strong knowledge of AS9100 and ...

Ultra

Operations Manager

Manhattan, KS · On-site

Required Qualifications: * 3+ years of experience in operations management or supervisory roles. * Proven success managing teams of 15 or more in a hands-on role. * Strong knowledge of AS9100 and ...

PDS Health

Operations Manager

Merriam, KS · On-site

$25.25/hr

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

PDS Health

Operations Manager

Merriam, KS · On-site

Management of expenses to achieve monthly goals and budget * Show proficiency and adherence to cash ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

Advisors Excel

Director of Wealth

Topeka, KS · On-site

Wealth Management Reporting to: VP of Wealth Management Location: On-site in Topeka or Lenexa, KS ... From operational functions to sales and marketing, our end goal is to help continually grow ...

Advisors Excel

Director of Wealth

Topeka, KS · On-site

Wealth Management Reporting to: VP of Wealth Management Location: On-site in Topeka or Lenexa, KS ... From operational functions to sales and marketing, our end goal is to help continually grow ...

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Wealth Management Operations Manager information

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$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 Management Account Administrator

Sunflower Bank NA

Overland Park, KS • On-site

$19.75 - $26.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

Description

At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. 

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Account Administrator at our Overland Park, KS Location.


Description: 

The Wealth Management Account Administrator plays a vital role in supporting investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client-focused, and have exceptional communication and project management skills. This position must have the ability to obtain knowledge of Wealth Management administration and the ability to positively interact with all divisions of Sunflower Bank, N.A. to develop and achieve goals in accordance with the parameters defined by management.


Responsibilities:

  • Administration of agency and custodial account relationships:
  • Account reviews
  • Trade and asset allocation changes
  • Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions 
  • Client servicing 
  • Maintain and manage client accounts, ensuring all documentation is accurate and compliant
  • Assist in onboarding new clients, prepare and review onboarding forms, and ensure a smooth transition of accounts and services.
  • Attend regularly scheduled Wealth Management team meetings.
  • Work with other wealth team members to achieve daily, weekly, and monthly goals. 
  • Effectively manage time by prioritizing urgent tasks.
  • Attend all training as requested to increase administration knowledge.
  • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
  • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
  • Understand and participate in the Bank's Community Reinvestment Act program.
  • Perform other duties as assigned.

Education/Experience Preferred:

  • Bachelor's Degree in business, finance, or other related field preferred
  • Exceptional reasoning and judgment skills
  • Exceptional detail and organization skills
  • Time management skills
  • Excellent oral and written communication skills
  • Must have a professional appearance and manner
  • Must be able to work flexible hours
  • Some travel may be required


Pay is dependent on knowledge, skills, abilities, experience, and location.


Sunflower Bank Benefits


People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.  

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: 

  • Rooted in Strength 
  • Propelled by Growth 
  • Individuals in a Great Whole 
  • Creating Possibility 
  • Community Focused 

Associates enjoy outstanding benefits, including: 

  • 401(k) Plan with 6% Match 
  • Health/Dental/Vision Insurance 
  • Company-paid Life Insurance 
  • Tuition Reimbursement 
  • Fitness Reimbursement 
  • Paid Time Off 
  • Volunteer Leave 
  • Paid Holidays 
  • Plus many more associate perks & incentives! 

If you qualify, apply online at www.sunflowerbank.com/careers. 


You've never worked anyplace like Sunflower Bank!


EOE/AA: Minorities/Females/Disabled/Vets  

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. 


If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. 


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