Top 69 Finance operations occupations Jobs in Leawood, Ks

Supervisor, Income Processing – Wealth Operations
Commerce Bank —Kansas City, MO
- $63,500 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Financial Reconciliations Specialist
SS&C Technologies —Kansas City, MO
- Online Application
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Bank Operations Specialist
Commerce Bank —Kansas City, MO
- $21.40 - $27.65 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Trade Desk Associate
CBOE —Overland Park, KS
- $68,000 - $88,000 a year
- Weekends as needed
- Computer Science
- Office
- SQL
- Paid parental leave
- Employee stock purchase plan
Fraud Prevention Analyst
UMB Financial Corporation —Kansas City, MO
- $59,085 - $86,922 a year
- Email
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
Transfer Agency Processing Analyst
Citco —Overland Park, KS
- Full-time
- Office
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Onboarding Representative
Shamrock Trading Corporation —Overland Park, KS
- Full-time
- Mid-level
- Office
- Reliable transportation
- Fuel card
- Health insurance
Quick Apply
Accounting Operations Specialist
Lockton, Inc. —Overland Park, KS
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Wellness program
- Paid parental leave
3d
Client Associate/Registered Client Associate
Royal Bank of Canada —Leawood, KS
- Full-time
- Sales
- Research
- Office
Underwriting Operations Specialist
Amynta Group —Overland Park, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- AD&D insurance
- Paid holidays
Covenant Compliance – Ops Analyst I
KeyBank National Association —Overland Park, KS
- $52,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- On-the-job training
Client Relations Specialist
CreativeOne —Overland Park, KS
- Full-time
- Mid-level
- Office
- 3 years
Investor Reporting Analyst
KeyBank National Association —Overland Park, KS
- $63,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Operations Manager - Debit Fraud & Dispute Claims
U.S. Bank National Association —Overland Park, KS
- $75,820 - $89,200 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Trade Desk Specialist
CBOE —Kansas City, MO
- $80,750 - $104,500 a year
- Weekends as needed
- Computer Science
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Insurance Operations Associate
NorthStar Wealth Navigation —Leawood, KS
- Full-time
- Office
- Financial services
- In-person
- Disability insurance
- Health insurance
Quick Apply
4d
Operations Manager - Insurance - Midland
PNC Financial Services Group —Overland Park, KS
- Full-time
- Mid-level
- Office
- Supervising experience
- Wellness program
- Health savings account
Senior Associate, Investor Reporting
ORIX —Overland Park, KS
- Full-time
- Customer service
- Writing skills
- English
- Adoption assistance
- Parental leave
Investment Platform Analyst
OneDigital —Overland Park, KS
- Full-time
- Analysis skills
- Quality control
- Organizational skills
- Health insurance
- Paid time off
Investment Operations Reconciliation Specialist
Trust Sourcing Solutions, LLC —Overland Park, KS
- Overtime
- Research
- Mid-level
- Office
Quick Apply

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Supervisor, Income Processing – Wealth Operations

Commerce Bank -
Kansas City, MO

Apply Now

Job Details

Full-time
$63,500 - $85,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Optimizing workflow processes
Staff supervision
Microsoft Excel
Microsoft Outlook
Financial transaction processing
Team leadership
Coaching
Experience at asset management companies
Talent development
Team development
Team training
Quality improvement
Microsoft Teams
Management reporting
Process improvement planning
Business operations
Cross-functional collaboration
Trade settlement
Cross-functional communication
Team building

Full Job Description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to lead and oversee income processing and related operational activities within Wealth Operations. This role ensures work is completed accurately, efficiently, and in compliance with established policies, procedures, and service expectations.

Essential Functions

Supervise staff and processes associated with posting of all income related transactions on stocks, bonds, mutual fund, money market funds and non-marketable assets
Supervise free movement activities on behalf of client accounts to ensure assets held by trusts are reflected timely and accurately
Provide services for special assets such as Limited Partnerships (LLP), Limited Liability Company (LLC's), LLP's Private placements, and hedge funds when called upon to process in special circumstances
Monitor and direct daily, weekly, and monthly settlement activity to ensure accurate and efficient processing within the area
Manage liability associated with income processing to reduce monetary risk, reputational risk with high net-worth clients, exposure to large fee losses from Trust clients, and confidence risk with administrators and portfolio managers
Ensure audit and compliance requirements are completed to prevent violations
Develop comprehensive conversion and testing plans and implement new enhancements with zero defects
Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members
Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members
Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of Trust or security asset types, income processes and depository settlement information
Intermediate knowledge of Automated Customer Account Transaction (ACAT) and free movement standards of various types of securities instruments, marketable and nonmarketable securities, and knowledge of Global Securities processing via industry depositories (DTCC, Federal Reserve, NSCC, State Street, and BNY Mellon)
Ability to collaborate successfully with administrative and portfolio managers to exceed Trust client requirements
Ability to recommend process improvements and recognize project related cross-functional impact
Ability to coach and develop team members with proven experience to build teams within area of influence
Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company clearly expressing ideas and concepts both verbally and written
Ability to remain adaptable and resilient in all situations with an optimistic outlook and cast a positive show aligned with our culture and core values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

Bachelor’s degree or equivalent combination of education and experience required
3+ years of Trust Operations Experience or equivalent required
2+ years of asset management experience required
1+ year of leadership experience required
Experience in Management Reporting required

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Supervisor, Income Processing - Wealth Operations or Senior Supervisor, Income Processing - Wealth Operations level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $63,500 to $85,000 annually.

#LI-KD1

#LI-Hybrid

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location: 922 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Apply Now

Refine Your Search

finance operations occupations jobs in leawood, ks

Supervisor, Income Processing – Wealth Operations

Financial Reconciliations Specialist

Bank Operations Specialist

Trade Desk Associate

Fraud Prevention Analyst

Transfer Agency Processing Analyst

Onboarding Representative

Accounting Operations Specialist

Client Associate/Registered Client Associate

Underwriting Operations Specialist

Covenant Compliance – Ops Analyst I

Client Relations Specialist

Investor Reporting Analyst

Operations Manager - Debit Fraud & Dispute Claims

Trade Desk Specialist

Insurance Operations Associate

Operations Manager - Insurance - Midland

Senior Associate, Investor Reporting

Investment Platform Analyst

Investment Operations Reconciliation Specialist

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