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Operations Director

IAMS Wealth Management
Omaha, NE Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/9/2025

Operations Director

Do you pay great attention to detail and have strong organizational and time management skills? Are you a team player with a positive "can-do" attitude? Do you have strong customer service skills and experience in the securities industry? If so, this Operations Director opportunity could be a great fit for you!

About Us :

IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska. We offer full-service back-office solutions to investment advisors throughout the United States, and we are looking for an energetic and experienced Operations Director to join our growing team.

Responsibilities :

  • Provide support and build rapport with advisors to ensure continued business
  • Process new accounts, transfers of assets, deposits and account maintenance requests
  • Respond to and resolve requests via phone and email in a prompt and efficient way
  • Train advisors and their staff regarding all operations related functions
  • Proactively gather any outstanding information needed for pending NIGOs
  • Ensure accuracy of processing functions and verify suitability and compliance
  • Cross train in areas such as advisor onboarding, trading execution and sales support

Qualifications :

  • Bachelor’s degree in a related field is preferred OR equivalent combination of education and experience
  • 3-5 years of industry experience, Series 65 license preferred
  • Knowledge of advisory, insurance and brokerage products as well as SEC rules and regulations
  • Knowledge of Charles Schwab’s software preferred
  • Ability to effectively assess and prioritize tasks in alignment with overall objectives of the organization
  • Effective organization, control, self-motivation, time management and follow-up of work with minimal direction
  • Positive attitude and willingness to go above and beyond in providing customer service
  • Ability to learn specific product information, administrative systems, rules and regulations
  • Strong interpersonal skills, excellent written and oral communication skills, and professional approach

    • Compensation and Benefits :

  • Competitive salary dependent upon experience and bonus potential
  • Health benefits package, 90% employer paid, with monthly employer HSA Contributions
  • Retirement savings plan (401k) with an employer match after 1 year
  • Three weeks of PTO plus market holidays

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