NewInvestment Advisor Lutz and Company PCInvestment AdvisorOmaha, NEAs an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client's unique goals, whether that's building a secure financial future, managing investments, or designing retirement plans for businesses. Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program.
Tax Advisor Revolution Group, LLCTax AdvisorOmaha, NEOur founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere.
Financial Advisor - Relationship Manager Revolution Group, LLCFinancial Advisor - Relationship ManagerOmaha, NEOur founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. At Revolution Group, LLC, we’re looking for a Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
Financial Advisor Northwestern MutualFinancial AdvisorOmaha, Nebraska$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
J.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lincoln, NE (area)Lincoln, NEUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NE JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Omaha, NEOmaha, NEFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Managing Director | Investment Banking Bridgepoint Investment BankingManaging Director | Investment BankingOmaha, NEAt Bridgepoint Investment Banking, we're next-gen, impact-focused, and passionate about delivering top-notch results for family and founder-owned businesses while creating a vibrant and dynamic environment for Wall Street rockstars. With a focus on integrity and core values, we provide full-service investment banking solutions for non-sponsored companies across the country from offices in Omaha, Denver, Dallas, Chicago, Lincoln, and New York.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNERemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Consumer Investments Performance Manager Bank of AmericaConsumer Investments Performance ManagerLincoln, NebraskaUS - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541). We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Mountain Plains MarketOmaha, NE$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska; Denver, Colorado; Grand Junction, Colorado; Colorado Springs, Colorado; Fort Collins, Colorado; Aspen, Colorado; Lincoln, Nebraska; Boulder, Colorado Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorLincoln, NEFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementNEIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorOmaha, NE$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Solutions Advisor - Sterling Pointe Financial Center Bank of AmericaFinancial Solutions Advisor - Sterling Pointe Financial CenterLincoln, NebraskaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorLincoln, NebraskaFinancial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.
Franchise Advisor SidekickFranchise AdvisorOmaha, NebraskaA Clear Path For Growth- Every top performing Franchise Advisor is eligible to graduate to our Senior Advisor Program, which allows you to manage a team of your own Advisors and significantly expands earning potential beyond individual sales production. You’ll also serve as a key connector between our clients and our curated list of high-performing franchise brands, and as an active contributor to the continued evolution of our team and systems.
Wealth Advisor Focus Financial PartnersWealth AdvisorOmaha, NebraskaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
NewWealth Advisor for Affluent Clients Planning, Growth & Fiduciary Guidance First National BankWealth Advisor for Affluent Clients Planning, Growth & Fiduciary GuidanceLincoln, NEStrong communication skills and a proven sales track record are crucial for success in this rewarding role.#J-18808-Ljbffr. You'll meet regularly with clients, develop networks, and collaborate with internal bank specialists to offer comprehensive financial solutions.
Wealth Advisor Associated Banc-CorpWealth AdvisorOmaha, NE$131,460–$225,360 / yearServe as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering tailored wealth strategies that drive long-term financial success. You'll lead client relationships end-to-end, partnering with internal specialists to provide integrated solutions across investments, banking, and trust services.
NewWealth Advisor - Development Program Dormont Manufacturing CompanyWealth Advisor - Development ProgramOmaha, NE$80,000–$90,000 / yearThis role involves developing client relationships, assessing financial needs, and providing tailored investment advice. Potential candidates should hold Series 7 and 66 licenses and have experience in the financial services industry.
Senior Wealth Management Advisor LutzSenior Wealth Management AdvisorOmaha, NebraskaThis opportunity with our client puts you at the center of high-touch relationships, working directly with ultra-high net worth individuals who expect (and appreciate) exceptional service and strategic thinking. This is an ideal role for an experienced Advisor who enjoys working at a high level, values relationships over transactions, and takes pride in delivering an elite client experience.
Wealth Management Advisor + Growing Firm + Unlimited Potential Lutz and Company PCWealth Management Advisor + Growing Firm + Unlimited PotentialOmaha, NEThis position offers the rare chance to inherit and manage an existing book of business, allowing you to focus on what you do best-advising clients, building trust, and delivering meaningful financial outcomes. If you're the kind of advisor who believes client relationships are everything-not just transactions-this is your opportunity to step into a role where your expertise is valued and your client experience truly matters.
Wealth Management Advisor - Omaha, NE TIAAWealth Management Advisor - Omaha, NEOmaha, NebraskaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Wealth Management Advisor - Omaha, NE Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Omaha, NEOmaha, NE$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Associate WM Advisor-Norfolk Main U.S. BancorpAssociate WM Advisor-Norfolk MainNorfolk, NE$65,000–$80,200 / yearDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Wealth Management Advisor - Norfolk Main U.S. BankAssociate Wealth Management Advisor - Norfolk MainNorfolk, NebraskaDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. - Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
NewAssociate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorLincoln, NEMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. The Associate Financial Advisor's goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals.
Wealth Advisor Focus Partners WealthWealth AdvisorOmaha, NebraskaWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Director, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorCherry Creek, CO$166,000–$249,000 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
Advisor Support Representative OsaicAdvisor Support RepresentativeLa Vista, NE$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Senior Product Manager, Advisor Analytics & Insights OsaicSenior Product Manager, Advisor Analytics & InsightsLa Vista, NEIn this role, you will own the end-to-end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — to empower advisors to make informed, data-driven decisions. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Advisor Support Representative Osaic IncAdvisor Support RepresentativeLa Vista, NE$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Private Wealth Advisor U.S. BancorpPrivate Wealth AdvisorOmaha, NE$124,695–$146,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Private Wealth Advisor U.S. BankPrivate Wealth AdvisorOmaha, NebraskaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Education Consultant and Wealth Advisor Hub International LtdEducation Consultant and Wealth AdvisorOmaha, NEProvide ongoing legislative and regulatory updates to clients and participants in preparation for reviews Manage relationships with strategic partners and vendors Manage communication between the client and internal teams to support existing processes Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming Track meeting activity and wealth management lead pipeline for annual client reviews. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at HUBRecruiting@hubinternational.com.
NewWealth Advisor: Holistic Planning & Client Impact Charles SchwabWealth Advisor: Holistic Planning & Client ImpactOmaha, NEThe ideal candidate will have a Bachelor's degree, and hold or be eligible for FINRA Series 7 and 66 licenses, demonstrating strong communication skills and a deep commitment to client outcomes.#J-18808-Ljbffr. Charles Schwab Corporation is looking for a Wealth Advisor to manage client relationships, provide holistic financial planning, and offer tailored investment guidance.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryOmaha, NEWhat you haveRequired QualificationsBachelor's degreeActive FINRA Series 7 license(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license(May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clientsPreferred QualificationsCFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
NewWealth Advisor Fiduciary Guidance & Client Growth Charles SchwabWealth Advisor Fiduciary Guidance & Client GrowthOmaha, NEYou will work directly with clients, delivering tailored investment solutions while ensuring a premier client experience. This role emphasizes client relationships, personalized financial planning, and advisory services.
Education Consultant and Wealth Advisor Hub International InsuranceEducation Consultant and Wealth AdvisorOmaha, NebraskaWhen you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming.
NewProduct Management - Advisor Fiserv IncProduct Management - AdvisorLincoln, NEYou will work closely with customers, engineering, sales, marketing, and support teams to identify market opportunities, prioritize requirements, and deliver solutions that strengthen customer satisfaction, product adoption, and revenue growth. Support cross-functional execution to ensure product enhancements, integrations, and releases are delivered with clear requirements and measurable outcomes.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateOmaha, NE$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Advocate Axos BankClient Service AdvocateOmaha, NEResponsibilities: Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting. The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance.
NewSr. Manager, Business Strategy The Charles Schwab CorpSr. Manager, Business StrategyOmaha, NEWithin Investment Offers & Solutions, you will play a strategic role in advancing Schwab's alternative and structured investments business by helping identify growth opportunities, evaluate market trends, develop business cases, and influence decisions that enhance advisor and client outcomes. Manager, Product Strategy & Offer Management, you will partner with senior leaders, business stakeholders, issuers, and external providers to evaluate market opportunities, strengthen operating models, and support long-term strategic planning.
Tax Manager Revolution Group, LLCTax ManagerOmaha, NEOur founder, once the lead strategist for one of the world’s richest families, created Revolution Capital, our SEC-registered investment advisor and planning division, to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We built this role around a consistent 40–45 hour week, all year long, with a deliberately curated client base (a mix of 1040s, S-corps, trusts, and LLCs) — a small fraction of what a typical tax manager carries elsewhere.
MOIS Rep Support Analyst - Omaha, NE (Hybrid) Careers Mutual Of OmahaMOIS Rep Support Analyst - Omaha, NE (Hybrid)NebraskaProvides service and support for distribution channels, responding to questions regarding products and processes, trouble-shooting error situations as needed to ensure producers have the support necessary to maintain strong relationships with their clients. Registration as a FINRA General Securities Representative AND as a FINRA General Securities Principal within the shorter timeframe of 120 days or after three attempts at the Series 7 exam; and Series 24 Exam.
Tributary Capital Management: Trading/Operations Associate First National Bank of OmahaTributary Capital Management: Trading/Operations AssociateOmaha, NebraskaTrading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent’s Moxy Trade Order Management System and various client directed trading platforms. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.
Tributary Capital Management - Equity Analyst II First National Bank of OmahaTributary Capital Management - Equity Analyst IIOmaha, NE$89,828–$148,215 / yearThis individual will be responsible for identifying and proposing new ideas for inclusion in our Small and Small/Mid Cap investment strategies, as well as providing coverage of existing holdings within assigned market sectors. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
IA Compliance Policies, Procedures and Testing Manager Osaic IncIA Compliance Policies, Procedures and Testing ManagerLa Vista, NE$125,000–$135,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: IA Compliance Policies, Procedures and Testing Manager will be responsible for oversight and execution of the Firm's RIA Compliance Program which includes but is not limited to ongoing administration, new policy formulation, risk assessment, testing and regulatory filings.
NewVP, Enterprise Delivery Orion Advisor SolutionsVP, Enterprise DeliveryOmaha, NE$183,526–$302,818 / yearRecommended Skills: Client Management, Leadership, Operational Delivery, Operations Management, Portfolio Accounting Systems, Relationship Management, Stakeholder Management, Strategic Planning, Team Leadership, Wealth Management Services. Build the Enterprise Pod model from the ground up: hire and onboard Elite Client Delivery Managers, establish Pod Team Lead/Manager structure, and define the playbook that allows pod quality to replicate as the model expands.