Wealth Management Operations Director

1 week ago


West Des Moines, Iowa, United States Farm Bureau Financial Services Full time
Job Title: Wealth Management Operations Manager

We are seeking a highly skilled and experienced Wealth Management Operations Manager to join our team at Farm Bureau Financial Services. As a key member of our operations team, you will play a critical role in ensuring the efficient and effective delivery of our wealth management services to our clients.

Key Responsibilities:
  • Manage a team of representatives, providing coaching and motivation to ensure they meet our client-member needs.
  • Oversee all aspects of staff development, including selection, training, development, performance management, employee satisfaction, and workflow management.
  • Assist with establishing workloads, standards, practices, and policies to ensure timely and accurate processing of new business.
  • Provide principal review of new account applications and ensure they meet suitability guidelines.
  • Support representatives on the clearing firm platform, including phone and email support in areas such as transfers, cashiering, retirement accounts, corporate actions, and training.
  • Perform suitability review and subsequent delivery to product companies.
  • Coordinate operations aspects of a newly affiliated representative's onboarding.
  • Work with the team to ensure accurate and timely processing and support for advisory business.
Requirements:
  • College degree (Finance preferred) or equivalent plus eight years of relevant experience required.
  • Series 7, 24, 51 required. Series 53 and 65, 66, CFP, ChFC or CLU preferred.
  • Strong interpersonal skills and the ability to train and develop staff.
  • Exceptional customer, written and verbal communication skills.
  • Ability to plan, direct and control business activities to meet established objectives.
  • Analytical, problem-solving, and organizational skills required.
What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced operations professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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