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Operations Manager

About Beyond Wealth

At Beyond Wealth, we believe financial planning is about more than just numbers—it’s about empowering people to live their best and most unique lives. We’re a boutique, fee-only wealth management firm based in Overland Park, KS, serving high-achieving professionals and business owners across the country. Our clients are driven, curious, and intentional—most begin working with us between the ages of 35 and 55 as their income and financial complexity grow. From initial wealth building to retirement planning and beyond, we remain dedicated to supporting our clients at every step of their financial journey.

We’re passionate about problem-solving and simplifying complexity. Whether it’s optimizing equity compensation, building a work-optional lifestyle, or helping clients better navigate variable income, we guide our clients with clear, actionable advice and proactive strategies.

As a firm, we cultivate a culture of collaboration, growth, and genuine care for one another, our clients, and the work we do. We value curiosity, integrity, and excellence. You will surround yourself with a team that shows up for one another and for our clients every day.

Why This Role Is a Great Fit

Do you love building systems, improving processes, and creating order from complexity? Are you energized by helping clients feel supported and understood? Do you enjoy bringing a bit of creativity to your work through marketing and communication?

As the Operations Manager at Beyond Wealth, you’ll play a central role in keeping the firm running smoothly. This is primarily an operations and client-service role, ideal for someone who thrives in a varied, people-centered, detail-oriented role.

You’ll manage essential processes across technology, workflows, client service, with light marketing responsibilities as needed. You’ll support our advisors, ensure clients receive exceptional service, and contribute to the firm’s overall efficiency and growth. This role is perfect for someone who is proactive, organized, tech-savvy, and excited to be a key part of a growing wealth management practice.

What You’ll Do

Operations & Systems Management
  • Maintain accurate client and firm data across Advyzon, eMoney, and related systems.
  • Create, maintain, and refine operational workflows to strengthen firm efficiency.
  • Manage quarter-end processes, including billing, reporting, invoicing, and quality control.
  • Support firm compliance tasks and recurring operational checklists.
  • Evaluate and implement new software tools; optimize usage of existing tools.
  • Manage digital file systems and ensure documentation consistency.
  • Support internal projects, process improvements, and operational initiatives.
Client Service & Relationship Support
  • Schedule client review meetings and prepare supporting materials and agendas.
  • Communicate directly with clients regarding forms, documentation, and follow-up tasks.
  • Manage account opening paperwork, service forms, transfers, and money movement.
  • Generate reports in Advyzon and manage post-meeting workflow tasks.
  • Assist with new client onboarding.
  • Lead client technology onboarding and assist with basic technology troubleshooting.
  • Coordinate client communications and manage annual client touchpoints such as birthdays and gifts.
  • Provide responsive, thoughtful support when client issues arise.
Marketing & Content Support
  • Schedule client newsletters, marketing emails, and ongoing communications.
  • Create simple graphics and assist in editing blog posts and client communications.
  • Research blog topics and support the development of content calendars.
  • Assist in managing creative projects and firm-wide initiatives.

What We’re Looking For

Required Qualifications
  • 1-3 years of prior experience in financial services, operations, or administrative support.
  • Strong technical aptitude and enthusiasm for learning new systems.
  • Ability to work both independently and collaboratively within a small team.
  • Energized by operations-focused work, including process management and client service.
You’ll Thrive in This Role If You:
  • Love creating structure, improving processes, and ensuring details are correct.
  • Communicate with warmth, clarity, and professionalism—both written and verbal.
  • Are highly organized and able to manage multiple responsibilities gracefully.
  • Enjoy supporting clients and solving problems with calm and confidence.
  • Are curious, resourceful, and always looking to increase your knowledge and efficiency.
  • Are comfortable working with financial tools and client data (experience with Advyzon, eMoney, and similar tools is a plus).
  • Are energized by a role with varied responsibilities and a mix of recurring dynamic daily tasks.
Compensation & Benefits
  • Salary: $50,000–$65,000 depending on experience, with potential for bonus opportunities.
  • Flexibility: In-office, hybrid, or virtual work arrangements available. Kansas City metro area or CST time zone preferred.
  • Work Schedule: 4.5-day workweek supporting healthy work-life balance.
  • 401(k): 6% employer match (eligible after 90 days).
  • Health Reimbursement Arrangement: $400/month (eligible after 30 days).
  • Time Off: Unlimited PTO and 11 observed holidays, with half-days on Fridays.

Next Steps

Ready to contribute to a collaborative, client-first firm and play a meaningful role improving the lives of our clients? Email your resume and a short paragraph sharing why this opportunity feels like the right fit to careers@beyond-wealth.com. If your experience aligns with our needs, we’ll be in touch to schedule a first-round interview.