Wealth Management Associate Morgan StanleyWealth Management AssociateWest Des Moines, IowaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members.
NewAdvisor Transitions Specialist Greater Des Moines, Iowa Docupace Technologies, IncAdvisor Transitions Specialist Greater Des Moines, IowaDes Moines, IAWorks with others to develop and/or modify processes to resolve simple business problems by using IT solutions, including analysis of business and user needs, documenting business requirements, and translating business requirements into functional requirements. You'll work closely with clients and internal teams to configure, test, troubleshoot, and support advisor transitions between Broker-Dealer firms and agencies, helping ensure a smooth and efficient transition experience.
Service Advisor Boeckermann Grafstrom MayerService AdvisorWest Des Moines, IAThis role is ideal for an experienced professional who thrives on building strong client connections, providing strategic financial guidance, and contributing to a collaborative advisory team. BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystWest Des Moines, IAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
Associate Client Advisor Marsh McLennanAssociate Client AdvisorUrbandale, IowaThis includes coordinating initiatives, preparing client-facing materials, conducting research and analysis, supporting proposal development, and helping expand the mix of Marsh products and services held by the client. . Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Affiliate Growth Consultant Cetera Financial Group IncAffiliate Growth ConsultantDes Moines, IA$65,000–$95,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Client Service Associate (On-site) Wealth Enhancement Group LLCClient Service Associate (On-site)Dubuque, IA$45,000–$60,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
NewInternal Wholesaler, IBD AtheneInternal Wholesaler, IBDWest Des Moines, IowaJoin Athene as an Internal Wholesaler supporting our IBD channel, where you'll play a key role in driving annuity sales through strategic partnerships, proactive Athene is seeking an Internal Wholesaler to support our Independent Broker Dealer (IBD) distribution channel by partnering with Regional Vice Presidents to grow advisor relationships, increase annuity sales, and deliver exceptional service to financial professionals. In this highly collaborative role, you'll provide consultative product expertise, execute strategic territory plans, and help advisors deliver retirement income solutions that meet their clients' evolving needs.
Senior Associate, Internal Audit AtheneSenior Associate, Internal AuditWest Des Moines, IowaThe Senior Associate executes risk-based audits, provides independent assurance, and partners with stakeholders across Athene and Apollo to strengthen risk management, controls, and governance. 5+ years of relevant experience in internal audit, external audit, or financial services risk and controls within complex, fast-paced, highly regulated environments.
Associate Actuary - Pricing American National Group IncAssociate Actuary - PricingDes Moines, IAExperience gained will enable participants to become well-rounded actuaries with knowledge that may include Product Development, Pricing, Reinsurance, Inforce Management, Valuation, Financial Projections, Risk Management, Financial Planning & Analysis, Experience Studies, Modeling and Data Analytics & Actuarial Transformation. Headquartered in Des Moines, Iowa, with satellite offices in Charlotte, NC and New York, NY, American Equity provides opportunities for employees to support work across the enterprise, including our sister company, American National, headquartered in Houston, Texas.
Account Associate - State Farm Agent Team Member Glenn Waterhouse - State Farm AgentAccount Associate - State Farm Agent Team MemberJohnston, IAFull timeROLE DESCRIPTION: As an Account Associate for Waterhouse State Farm Agency you are vital to our daily business operations and customers’ success. We are located in Johnston, IA and help customers with their insurance and financial services needs, including: Auto insurance.
NewCommodities Document Negotiator - Fixed Income Division - Associate or Vice President Morgan StanleyCommodities Document Negotiator - Fixed Income Division - Associate or Vice PresidentIA$140,000–$250,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instrument including stocks, bonds, derivatives, foreign exchange, and commodities.
NewVideo Security and Access Solutions Engineer Solutions Management GroupVideo Security and Access Solutions EngineerDavenport or Cedar Rapids, IAThe VSA Solutions Engineer works closely with clients to assess business needs, develop security strategies, design solutions, create proposals, generate new opportunities, and provide technical leadership throughout the sales process. The VSA Solutions Engineer serves as the lead technical consultant and solutions architect for Video Security and Access Control solutions at Solutions Management Group.
Associate Vice President (AVP) – Finance & Actuarial Technology Delivery AtheneAssociate Vice President (AVP) – Finance & Actuarial Technology DeliveryWest Des Moines, IowaThis role is instrumental in establishing Athene's Liability Data Mart/Subledger and Reinsurance technology organization, building a high-performing engineering team, and partnering closely with Finance, Actuarial, Accounting, and Technology leaders to deliver innovative solutions that accelerate business growth. 8+ years of relevant experience; including 4+ years of formal or informal leadership , leading enterprise application engineering, technology delivery, or platform development teams supporting finance, actuarial, insurance, or similarly complex business domains.
IT Service Management (ITSM) Specialist - Configuration Management Voya Financial IncIT Service Management (ITSM) Specialist - Configuration ManagementDes Moines, IA$71,090–$118,500 / yearGet to Know the Opportunity: Responsible for managing tasks associated with daily execution of Voya's Configuration Management process and the governance of the enterprise Configuration Management Database (CMDB), from ServiceNow discovery to the annual certification process with configuration item (CI) owners. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Client Service Associate (On-Site) Wealth Enhancement Group AcquisitionClient Service Associate (On-Site)Dubuque, IA$45,000–$60,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Customer Service Representative Community Choice Financial Family of BrandsCustomer Service RepresentativeDavenport, IowaFull timeOur Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our c ustomers, Team Members, and c ommunities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Guest Service Representative Hilton Garden Inn | CR Hotel #1 LLCGuest Service RepresentativeCedar Rapids, IAPart timeProficiently operate and enter data into all Front Office computer systems including property management, catering, Microsoft Office, Company branded or similar systems. ESSENTIAL FUNCTIONS AND RESPONSIBILITIESEnsure the highest level of guest satisfaction by offering attentive service to every guest and associate; greet guest immediately with a friendly and sincere welcome.
Service Experience Specialist EPC Eneric PetroleumService Experience SpecialistFairfield, IowaThe Specialist plays a key role in interpreting policies and procedures, resolving service issues efficiently, and collaborating with internal teams to enhance processes and improve client experience. The Service Experience Specialist provides operational and administrative support to financial professionals and clients within the Service Experience team.
NewEquipment Service Technician MahaskaEquipment Service TechnicianCharles City, IAPlease submit your application and answer the screening questions honestly, as each report is reviewed individually to determine if a candidate will proceed with employment, and any information provided during the application process will be considered as part of the decision-making process. Our benefit packet includes : Health, RX, Dental, Company-paid Life Insurance policy for full-time employees, Additional, spouse and child life insurance, 401 (k), paid personal days, and paid vacation.