Top 20 Wealth operations Jobs in Lawrence, Ks

Wealth Operations Manager
Triad Partners —Lawrence, KS
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
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Senior Client Service & Operations Specialist - Wealth
Triad Partners —Lawrence, KS
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
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General Manager
Ihop —Lawrence, KS
- Full-time
- Microsoft Word
- Computer literacy
- English
- Opportunities for advancement
- Flexible schedule
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Heavy Haul/Over Dimensional Logistics Specialist
Sims Global Solutions LLC —Lenexa, KS
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
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Experience Associate Manager
T-Mobile USA, Inc. —Kansas City, KS
- $28.85 - $48.04 an hour
- Full-time
- 18 years or older
- Research
- Mid-level
- Paid parental leave
- AD&D insurance
Asm
Family Dollar —Eudora, KS
- $13.50 - $14.00 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Cash register
- Health insurance
- Dental insurance
Customer Service Associate II
Dollar Tree —Gardner, KS
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Assistant Manager I
Dollar Tree —Gardner, KS
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Assistant Manager II
Dollar Tree —Gardner, KS
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Global Quality Assurance Reviewer
AIG Insurance Company of Canada —Lenexa, KS
- Email
- Management
- Mid-level
- Office
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Real Estate Valuation Analyst
Altus Group —United States
- $45,000 - $75,000 a year
- Full-time
- Writing skills
- Research
- Office
8d
Insurance & Financial Services Professional | Remote 1099
Abundance Architects —United States
- $50,000 - $100,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- No experience needed
- Flexible schedule
Quick Apply

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Wealth Operations Manager

Triad Partners
Lawrence, KS

Quick Apply

Job Details

Full-time

Qualifications

Performance improvement leadership
Client onboarding
Serving clients
Sales technology adoption
Account maintenance
Tooling
Team leadership
Standard Operating Procedures (SOPs) implementation
Workflow management (operations management method)
Operations transformation
Training material drafting
Mid-level
Incident Escalation
Team development
Key Performance Indicators
Salesforce Cloud
Analysis skills
Professional development support
Bachelor's degree
Team training
Mentoring
Leading team collaboration initiatives
Scalability
Financial services
CRM system proficiency
Operational excellence initiatives
Process improvement planning
Implementation of strategic initiatives
Escalation handling
Process management

Full Job Description

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

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.

Come do business, and life, with us!

Quick Apply

Refine Your Search

wealth operations jobs in lawrence, ks

Wealth Operations Manager

Senior Client Service & Operations Specialist - Wealth

General Manager

Heavy Haul/Over Dimensional Logistics Specialist

Experience Associate Manager

Asm

Customer Service Associate II

Assistant Manager I

Assistant Manager II

Global Quality Assurance Reviewer

Relationship Manager – Private Wealth & Tax Solutions

Real Estate Valuation Analyst

Insurance & Financial Services Professional | Remote 1099

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