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Wealth Management Operations Manager Jobs in Missouri

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 ...

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 ...

New

Busey-Bank-2

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

Private Wealth Advisor II

Kansas City, MO · On-site

$127K - $168K/yr

Duties & Responsibilities The Private Wealth Advisor will manage and develop a designated book of ... Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to ...

PDS Health

Operations Manager

Ladue, MO · 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 ...

UMB Financial

Wealth Advisor Sr

Saint Louis, MO · Hybrid

$98K - $144K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Adopt new platforms and technologies to drive operational efficiency and enhance the client ...

PDS Health

Operations Manager

Ladue, MO · 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 ...

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Showing results 21-40

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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 9, 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.

Managing Director, Wealth

Busey Bank

Clayton, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Busey Bank rating

6.3

Company rating: 6.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

149th of 170 rated banks

Job description

Position Summary
The Managing Director, Wealth will lead a team of Wealth management professionals within a specific, local market and will mainly be responsible for three key areas: (1) Identify and generate new business opportunities with both existing and prospective clients through a robust growth program, (2) Ensure client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions, (3) Develop, train, and mentor team members to promote career growth and professional development, while fostering relationship-based skills necessary to deepen and expand client relationships. 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 as wells as maintaining existing client relationships. In addition, this role directs associates responsible for assessing the financial opportunities that fit private wealth management clients and involving associates in other lines of business who can satisfy these opportunities.
Duties & Responsibilities
The Managing Director, Wealth is responsible for:
  • Driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.
  • Create and implement a sustainable new business development program focused on significant, organic growth, through a coordinated effort and team-based approach.
  • Provide support and guidance to the team, including review/development of proposals and presentations, for new business opportunities with prospective clients.
  • Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.
  • Motivate, Develop, and Coach team members to expand and enhance their technical knowledge-base and relationship management skillsets in order to maximize value and service delivery to clients.
  • Support career growth and overall professional development through training sessions and individualized career-pathing.
  • Perform managerial responsibilities and tasks, such as staffing, performance reviews, promotions, salary recommendations, and performance management.
  • Develop and lead both market-specific and company-wide business development initiatives.
  • Drive and champion other revenue-enhancing activities at the team level as directed by senior leadership.
  • Coordinate with internal partners within Wealth Management to identify new opportunities while also seeking to expand wallet share with the existing client base.
  • Stimulate the development of tailored, goal-based investment programs and comprehensive financial plans for clients, including partnering with the in-house investment team and financial planning team.
  • Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.
  • Plan and implement client recognition and prospecting events at the team level.
  • Participate in community activities and organizations to support and enhance local partnerships while building greater awareness of the Busey Wealth Management brand.
  • Comply with and stay informed of all Bank and Wealth Management policies and procedures as well as applicable state and federal regulations.
  • Serve as a coach and mentor to other Wealth Advisory Directors
  • Represent Wealth Advisory on cross-functional teams and assist with strategy development, soliciting feedback and championing implementation of changes
  • Evaluate client base for proper alignment and adjust to the most fitting partner if no longer meeting target client criteria
  • Conduct a risk analysis for an assigned book of business on a regular basis to increase client retention and identify missed or new opportunities
  • Manage unique needs identified in a high-growth projected market as determined by senior leadership

Education & Experience
Knowledge of:
  • Strong sales and client service skills
  • Strong oral and written communication skills
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Wealth Management and planning concepts and subject-areas, including Investments, Comprehensive Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, and Tax Planning
  • Strong relationship management and team building skills

Ability to:
  • Make strategic and independent decisions for the benefit of the team
  • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required

Education and Training:
  • Managing Director, Wealth requires a four-year college degree7+ years Wealth Management / Financial Advisory experience.
  • Prior team leadership experience is preferred.Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferredRequires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.
  • On-going development and broadening of appropriate knowledge and skills.
  • 3+ years of private wealth advisory team leadership experience
  • Demonstrated progression of an expanded client base and consistently exceeding revenue targets

Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $150,000 -$215,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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