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Wealth Management Operations Manager Jobs in Missouri

Busey

Managing Director, Wealth

Clayton, MO

The Director will work in close partnership with Wealth Management senior leadership to support regional and company-wide growth initiatives. These initiatives are centered on new client acquisition ...

Busey Bank

Managing Director, Wealth

Clayton, MO · On-site

$150 - $215/hr

The Director will work in close partnership with Wealth Management senior leadership to support regional and company-wide growth initiatives. These initiatives are centered on new client acquisition ...

New

Busey Bank

Managing Director, Wealth

Clayton, MO · On-site

The Director will work in close partnership with Wealth Management senior leadership to support regional and company-wide growth initiatives. These initiatives are centered on new client acquisition ...

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Wealth Management Operations Manager information

See Missouri salary details

$29.1K

$59.5K

$111.2K

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

As of Aug 8, 2026, the average yearly pay for wealth management operations manager in Missouri is $59,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $72,700.00 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 Missouri? For Wealth Management Operations Manager jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Wealth Management Operations Manager jobs in Missouri look for? The top searched job categories for Wealth Management Operations Manager jobs in Missouri are:
What cities in Missouri are hiring for Wealth Management Operations Manager jobs? Cities in Missouri with the most Wealth Management Operations Manager job openings:
Wealth Management Operations Manager jobs near you
Infographic showing various Wealth Management Operations Manager job openings in Missouri as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $59,522 per year, or $28.6 per hour.

Wealth Management Consultant

Royal Bank of Canada

Saint Louis, MO • Hybrid

$90K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Description

What is the opportunity?

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies teams which include a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage.

What will you do?

Coaching:

  • Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.

  • Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing:

  • Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.

  • Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.

Recruiting:

  • Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.

Strategy:

  • Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.

  • Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.

  • Partner with Branch Directors to drive strategic initiatives within branches.

What do you need to succeed?

Must-have

  • 7+ years of industry experience.

  • Series 7 and 65 securities licenses.

  • Excellent understanding of the financial services industry and branch office/financial advising responsibilities.

  • Minimum of a four-year college degree. MBA preferred.

  • Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).

  • Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

  • Leaders who support your development through coaching and managing opportunities.

  • Ability to make a difference and lasting impact.

  • Work in a dynamic, collaborative, progressive, and high-performing team.

  • Opportunities to do challenging work.

  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $90,000-160,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture

  • Enables collective achievement of our strategic goals

  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning

Additional Job Details

Address:

4001 WEST 114TH STREET:LEAWOOD

City:

Leawood

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-25

Application Deadline:

2026-08-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME

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