Wealth Management Operations Manager
Insight Global - West Des Moines, IA
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Job Description Insight Global is currently hiring a Wealth Management Operations Manager for one of our top financial and insurance clients in the Des Moines area. The Wealth Management Operations Manager will have an essential role in creating a positive culture that uses industry best practices to deliver an exceptional customer experience through efficient operations. The Manager will oversee all daily department operations and ensure our representatives meet our client-member needs through processing and support of investment business. You will also manage a team of representatives, providing coaching and motivation. You will oversee all aspects of staff development including the selection, training, development, performance management, employee satisfaction, workflow management and other assigned budget activities. They will assist with establishing workloads, standards, practices, and policies. There will be a heavy focus around ensuring timely and accurate processing of new business for clearing firm, advisory business and ensure paperwork is complete. They will review new account applications and assist in processing. The will be driving process and strategy for the department and will need to have a productive mindset. The annual compensation for this role is between $108,000-$120,000/yr. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . "ƒ"ƒ"ƒ To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: . Skills and Requirements Must hold FINRA Series 7, 25 and 65 or 66 certifications Leadership and people development experience Experience roadmapping and leading strategy null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to .
Created: 2024-09-30