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
HR@insightglobal.com.
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Must hold FINRA Series 7, 25 and 65 or 66 certifications
Leadership and people development experience
Experience roadmapping and leading strategy
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.