TRIAD

Wealth Operations Manager

Lawrence, KS

Sponsorship not specifiedDetected 21 hours ago

SalesforceProcess ImprovementLeadershipCommunicationProblem SolvingMentoring

About the role

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

This role bridges execution and strategy by leading a team of Operations Analysts, owning key workflows, and partnering with leadership to implement scalable processes.

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.
If you're ready to work in a place where innovation meets personal fulfillment, let's talk.
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.
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.

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.
As part of our team, you'll collaborate on projects that directly contribute to the success of our clients and our company.

This listing is sourced directly from TRIAD's careers page and normalized into a canonical job model.