Wealth Management Operations Director
1 week ago
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.
- 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.
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.
-
Wealth Management Professional
1 day ago
West Des Moines, Iowa, United States FBL Financial Full timeRole OverviewWe are seeking a highly motivated and organized Wealth Management Office Assistant to join our team in West Des Moines, Iowa. As a key member of our Wealth Management team, you will provide exceptional client service, support, and administrative assistance to our Wealth Management Advisors and Consultants.Key ResponsibilitiesSupport the sales...
-
Wealth Management Professional
18 hours ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeJob Title: Wealth Management SpecialistWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key...
-
Wealth Management Professional
1 day ago
West Des Moines, Iowa, United States FBL Financial Full timeRole SummaryWe are seeking a highly organized and detail-oriented Wealth Management Office Assistant to support our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key Responsibilities:Support multiple WMAs and WMCs to increase investment advisory, brokerage, and mutual fund sales while...
-
Wealth Management Trainee
3 weeks ago
Des Moines, Iowa, United States QCR Holdings Full timeJob Title: Wealth Management InternJob Summary:We are seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will have the opportunity to work with our experienced team of trust and investment officers to gain hands-on experience in financial planning, relationship management, and trust...
-
Wealth Management Professional
4 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeRole Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will work closely with Wealth Management Advisors and Consultants to provide exceptional client service and support.Key Responsibilities:Support multiple WMAs and WMCs in all aspects of the sales...
-
Wealth Management Professional
4 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key ResponsibilitiesSupport...
-
Wealth Management Professional
2 days ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.Key ResponsibilitiesSupport...
-
Operations Director
2 weeks ago
West Des Moines, Iowa, United States The Iowa Clinic Full timeAbout The Iowa ClinicThe Iowa Clinic is a unique healthcare organization that prioritizes exceptional care and compassion. As a locally owned and led clinic, we make decisions that benefit our patients and staff. Our commitment to excellence and collaboration sets us apart from other healthcare providers.A Day in the Life of an Operations DirectorAs an...
-
Operations Director
3 weeks ago
West Des Moines, Iowa, United States The Iowa Clinic Full timeAbout The Iowa ClinicWe're a locally owned and led healthcare organization dedicated to exceptional care. Our mission is to exceed expectations, show compassion, and collaborate to provide the kind of care most of us got into this business to deliver.A Day in the Life of an Operations DirectorAs an Operations Director for Medical Imaging at The Iowa Clinic,...
-
Director of Operations and Compliance
1 day ago
West Des Moines, Iowa, United States Des Moines University Full timeJob Title: Director of Operations, Compliance, and StrategyAt Des Moines University, we are seeking a highly skilled and experienced professional to join our team as the Director of Operations, Compliance, and Strategy. This is a unique opportunity to lead our research enterprise and play a key role in shaping the future of our institution.About the...
-
Financial Services Sales Support Manager
16 hours ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.We are seeking a Financial Services Sales Support Manager to lead, coach, develop, and support an internal sales support team. As a key...
-
Director of Operations and Compliance
2 days ago
West Des Moines, Iowa, United States Des Moines University Full timeJob Title: Director of Operations, Compliance and StrategyDes Moines University is seeking a highly skilled and experienced Director of Operations, Compliance and Strategy to join our dynamic team. As a key member of our research enterprise, you will play a critical role in planning and managing our research activities, ensuring compliance with federal,...
-
Director of Operations and Compliance
3 weeks ago
West Des Moines, Iowa, United States Des Moines University Full timeJob Title: Director of Operations, Compliance and StrategyDes Moines University is seeking a highly skilled and experienced professional to fill the role of Director of Operations, Compliance and Strategy. This position will play a critical role in supporting the university's research enterprise by overseeing the strategic planning and operational management...
-
Director of Reinsurance Operations
8 hours ago
West Des Moines, Iowa, United States GuideOne Insurance Full timeJob Title: Director of Reinsurance OperationsGuideOne Insurance is seeking a highly skilled and experienced Director of Reinsurance Operations to lead our reinsurance operations team. As a key member of our organization, you will be responsible for the overall administration of managed reinsurance programs, ensuring the accuracy of information, and...
-
Executive Director Operations
16 hours ago
West Des Moines, Iowa, United States Luminare Health Full timeJob SummaryAt Luminare Health, we are seeking a highly experienced Executive Director of Operations to lead our operations team. This role will be responsible for establishing and maintaining client performance measures, ensuring operational goals and measures are achieved, and promoting service excellence to our clients and their members.Key...
-
Regional Director of Operations
2 weeks ago
Des Moines, Iowa, United States Vertin Co Full timeRegional Operations Director OpportunityVertin Company is seeking a highly skilled Regional Operations Director to lead our funeral and cemetery operations within an assigned region. This role is a critical part of our team, responsible for overseeing and continuously improving day-to-day operations to optimize customer value.Key Responsibilities:Oversee and...
-
Financial Services Sales Support Manager
1 week ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.About Us:Farm Bureau Financial Services is a leading provider of financial services, protecting the livelihoods and futures of our...
-
Operations Director
15 hours ago
Des Moines, Iowa, United States Search Connections Full timeJob OverviewSearch Connections is seeking a seasoned Operations Director to lead our multi-state facilities and drive business growth. As a key member of our executive team, you will be responsible for developing and executing strategic plans to enhance profitability, productivity, and efficiency across the organization.The ideal candidate will have a strong...
-
Director of Financial Operations
3 weeks ago
Des Moines, Iowa, United States Trinity Health Full timeJob Title: Director Financial OperationsTrinity Health is seeking a highly skilled Director of Financial Operations to lead our financial strategy and operations. As a key member of our leadership team, you will be responsible for developing and implementing financial plans, managing budgets, and analyzing financial data to inform business decisions.Key...
-
Relationship Manager
1 month ago
West Des Moines, Iowa, United States Gilbert & Cook, Inc Full timeAbout the RoleWe are seeking an experienced Relationship Manager to join our team at Gilbert & Cook, Inc. in West Des Moines, Iowa. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesSupport advisors in delivering...