Operations Associate Lee Hecht HarrisonOperations AssociateWest Des Moines, IA$19–$20 / hourThe Operations Associates assist our financial advisors and broader team with managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.".
US Policy Servicing Operations Leader-AUSTIN, TX BASED Marsh & McLennan Companies IncUS Policy Servicing Operations Leader-AUSTIN, TX BASEDUrbandale, IA$143,500–$305,500 / yearThis leader will oversee end-to-end workflow management, service delivery, and operational performance for US-based clients, partnering closely with the Global Leader for Policy Servicing and cross-functional teams (client-facing, technology, digital, data, and shared service centers) to deliver a seamless client experience. We will count on you to: Lead end-to-end US policy servicing operations (issuance, endorsements, certificates, renewals, invoicing, and policy checking) to ensure accuracy, timeliness, and SLA/quality adherence across Austin, Bogotá, and India.
Wealth Management Operations Coordinator Farm Bureau Financial ServicesWealth Management Operations CoordinatorWest Des Moines, IowaWhat You'll Do: As a Wealth Management Operations Coordinator, you will work as part of a brokerage operations processing team and provide quality customer service by providing detailed, accurate, and timely communications to ensure agent advisors, customers and internal staff are aware of the status of their accounts and service items. In 2018 FBFS launched Farm Bureau Wealth Management, allowing us to deliver another dimension of financial services to our client/members through financial planning and fee-based asset management.
Director-Engineering Principal Financial Group IncDirector-EngineeringDes Moines, IARemote$157,000–$213,000 / yearYou have excellent leadership, problem solving, analytical, and decision making skills You are able to set strategic direction while also driving execution in complex, highly collaborative environments You have deep experience in broker-dealer, wealth management, retail investing, or closely related financial services technology environments Skills That Will Help You Stand Out Direct experience with advisor platforms and wealth technology ecosystems that support financial advisors and home office teams Demonstrated experience with third-party integrations and external ecosystem connectivity, including custodians, clearing firms, or fintech partners Background in transformation or new-build environments where you helped stand up modern platforms, modernize legacy capabilities, or deliver large-scale integration initiatives Salary Range Information Salary ranges below reflect targeted base salaries. Ability to manage integrations with clearing firms such as NFS, Pershing or LPL and vendor tools that provide advisor-client collaboration capabilities Own delivery across key wealth platform domains, including advisor tools, client experience, brokerage integration, and servicing operations.
NewLogistics Coordinator II Allen LundLogistics Coordinator IIDes Moines, IAIn this role, you'll go beyond the normal responsibilities of a Logistics Coordinator by acquiring special training and gaining expertise in areas that prepare you for advancement to a Transportation Broker or Account/Carrier Representative. Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our unmatched reputation.
Advisor Relationship Manager Integrity Marketing Group, LLCAdvisor Relationship ManagerUrbandale, IATo be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally.
Client Engagement Operations Manager Brown & Brown IncClient Engagement Operations ManagerIAAbout the role: The Client Engagement Operations Manager (CEOM) primarily supports the Client Engagement organization by working with Client Services leadership and with internal business partners in managing, aligning, and improving efficiencies, ensuring consistency, and adherence to best practices that meet and exceed SNS business objectives/goals. In partnership with Sales, Marketing, and Product teams, this role is responsible for all broker RFP activities to ensure bid development responses align with correct and accurate content and all due dates are met timely.
Suitability Principal Massachusetts Mutual Life Insurance CompanySuitability PrincipalDes Moines, IARemote$69,000–$90,500 / yearAs an InForce Business Acceptance Consultant you will effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors and provide guidance on money movement suitability, introducing broker/dealer and clearing firm money movement requirements and policies, and navigating margin related money movement matters (e.g., guarantee of funds). MML Investors Services (MMLIS) Cashiering department reviews and processes brokerage and advisory transfers in a timely manner to facilitate the movement of customer funds in and out of our brokerage accounts held with National Financial Services (NFS); including depositing and withdrawing of funds.