Wealth Management Operations Manager

4 weeks ago


Des Moines, United States Palmer Group Full time $90,000 - $110,000
Job DescriptionJob Description

Palmer Group is working with a company searching for a Wealth Management Operations Manager. This company is looking for an easily coachable individual with exceptional customer, written, and verbal communication skills. If you are interested in this role, please apply today

Work model:

  • On-Site

What you will do:

  • Manage of team of representatives, providing coaching and motivation
  • Oversee all aspects of staff development, including the selection, training, development, performance management, employee satisfaction, workflow management, and other assigned budget activities
  • Assist with establishing workloads, standards, practices, and policies
  • Ensure timely and accurate processing of new business for clearing firm and advisory business and ensure paperwork is complete
  • Provide a principal review of new account applications and any included business within suitability guidelines

What you will need to be successful:

  • College degree in finance preferred or equivalent with 8+ years of relevant experience
  • 1-2 years of supervisory or management experience
  • Series 7, 24, and 51 are required
  • Series 53 and 65, 66, CFP, ChFC, or CLU preferred
  • Strong interpersonal skills and the ability to train and develop staff

Benefits overview:

  • Dental, health, and vision Insurance
  • PTO
  • 401k
Company DescriptionPalmer Group is a premier employment agency. Since 1998 we have been a leading resource in providing employment solutions. With consistency and confidence, our experts partner with our clients and candidates as they navigate the evolving job market.

Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services.

We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter.

Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience.

Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.Company DescriptionPalmer Group is a premier employment agency. Since 1998 we have been a leading resource in providing employment solutions. With consistency and confidence, our experts partner with our clients and candidates as they navigate the evolving job market. \r
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Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services. \r
\r
We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter. \r
\r
Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience. \r
\r
Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.

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