Hiring: Senior Investment Operations Manager Company: CMC Recruiting Location: Leawood, KS Job Posted Time: 2026-09-11 11:40:39 Target Skills & Keywords : Financial Planning, Microsoft Office, Series 7, Wealth Management About the job Experience: •5+ years of investment operations or related experience Required Skills: •Own and manage the day-to-day execution of investment operations across the firm •Oversee account onboarding, asset movement, trading, and ongoing account maintenance •Create, implement, and refine processes to improve efficiency, scalability, and consistency •Identify workflow gaps and proactively implement solutions •Ensure all investment-related activities align with firm standards and compliance requirements •Partner closely with advisors to execute investment strategies and client service needs •Oversee client onboarding to ensure a smooth, high-quality experience •Prepare investment-related materials for client meetings Qualifications: •Bachelor’s degree •In-depth knowledge of trading, account management, and investment operations •Proven ability to manage multiple priorities with high accuracy •Strong problem-solving and decision-making skills •High level of ownership and ability to operate independently •Strong attention to detail and commitment to quality •APMA designation (or willingness to obtain) •Operational familiarity with Microsoft Office and Google Suite Compensation: •$85,000 - $90,000 / year •Health, dental, and vision insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!