TRC Talent Solutions has partnered with a leading wealth management firm to hire an Operations ... Review and follow up on brokerage and non-brokerage account requests * Serve as a subject matter ...
Quick apply
TRC Talent Solutions has partnered with a leading wealth management firm to hire an Operations ... Review and follow up on brokerage and non-brokerage account requests * Serve as a subject matter ...
Quick apply
TRC Talent Solutions has partnered with a leading wealth management firm to hire an Operations ... Review and follow up on brokerage and non-brokerage account requests * Serve as a subject matter ...
Lincoln, NE · On-site
$75 - $126/hr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
Lincoln, NE · On-site
$75 - $126/hr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
Lincoln, NE · On-site
$116K/yr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
Lincoln, NE · On-site
$116K/yr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
Lincoln, NE · On-site
$75 - $126/hr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
Lincoln, NE · On-site
$75 - $126/hr
This is a hybrid opportunity managing a team of associates in the Broker Dealer operations. Your experience in strategic thinking, managing initiatives and compliance/regulatory oversite will be ...
New
Lincoln, NE · On-site +1
Manage and develop a team responsible for investment operations functions, including coaching ... Bachelor's Degree or equivalent experience is required. * 4-7 years of experience with a Broker ...
Lincoln, NE · On-site +1
Manage and develop a team responsible for investment operations functions, including coaching ... Bachelor's Degree or equivalent experience is required. * 4-7 years of experience with a Broker ...
Lincoln, NE · On-site
Back Manager, Investment Operations #6020 Multiple Locations Apply X Facebook LinkedIn Email Copy ... Bachelor's Degree or equivalent experience is required. * 4-7 years of experience with a Broker ...
Lincoln, NE · On-site
Back Manager, Investment Operations #6020 Multiple Locations Apply X Facebook LinkedIn Email Copy ... Bachelor's Degree or equivalent experience is required. * 4-7 years of experience with a Broker ...
La Vista, NE · Hybrid
$65K - $75K/yr
Knowledge of retail brokerage operations, advisory accounts, and investment products including ... Experience with fraud monitoring, case management, or transaction surveillance systems. * Knowledge ...
La Vista, NE · Hybrid
$65K - $75K/yr
Knowledge of retail brokerage operations, advisory accounts, and investment products including ... Experience with fraud monitoring, case management, or transaction surveillance systems. * Knowledge ...
La Vista, NE · Hybrid
$65K - $75K/yr
Knowledge of retail brokerage operations, advisory accounts, and investment products including ... Experience with fraud monitoring, case management, or transaction surveillance systems. * Knowledge ...
La Vista, NE · Hybrid
$65K - $75K/yr
Knowledge of retail brokerage operations, advisory accounts, and investment products including ... Experience with fraud monitoring, case management, or transaction surveillance systems. * Knowledge ...
This includes decision maker presentations, brokerage differentiators, National Broker Partners ... significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices.
This includes decision maker presentations, brokerage differentiators, National Broker Partners ... significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices.
This includes decision maker presentations, brokerage differentiators, National Broker Partners ... significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices.
This includes decision maker presentations, brokerage differentiators, National Broker Partners ... significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices.
Offutt Air Force Base, NE · On-site
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
Offutt Air Force Base, NE · On-site
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
Quick apply
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
Offutt Air Force Base, NE · On-site
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
Offutt Air Force Base, NE · On-site
$65K - $89K/yr
... in data brokerage applications and data governance. This position will be co-located with the ... Develop and manage data governance policy * Coordinate and participate in Technical Exchange ...
La Vista, NE · On-site
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
La Vista, NE · On-site
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
La Vista, NE · Hybrid
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
La Vista, NE · Hybrid
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
La Vista, NE · On-site
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
La Vista, NE · On-site
$43K - $48K/yr
Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...
Omaha, NE · On-site
Lead, manage, and hold direct reports accountable, including task accountability, training and ... Active real estate broker license in all states where the company operates.
Quick apply
Omaha, NE · On-site
Lead, manage, and hold direct reports accountable, including task accountability, training and ... Active real estate broker license in all states where the company operates.
Omaha, NE · On-site
$110 - $160/hr
Lead, manage, and hold direct reports accountable, including task accountability, training and ... Active real estate broker license in all states where the company operates. #J-18808-Ljbffr
Omaha, NE · On-site
$110 - $160/hr
Lead, manage, and hold direct reports accountable, including task accountability, training and ... Active real estate broker license in all states where the company operates. #J-18808-Ljbffr
$29.6K - $37.1K
20% of jobs
$39K is the 25th percentile. Wages below this are outliers.
$37.1K - $44.7K
20% of jobs
The median wage is $50.3K / yr.
$44.7K - $52.3K
14% of jobs
$52.3K - $59.9K
9% of jobs
$59.9K - $67.5K
11% of jobs
$69.1K is the 75th percentile. Wages above this are outliers.
$67.5K - $75.1K
6% of jobs
$75.1K - $82.6K
6% of jobs
$82.6K - $90.2K
4% of jobs
$90.2K - $97.8K
3% of jobs
$97.8K - $105.4K
2% of jobs
$105.4K - $113K
4% of jobs
$29.6K
$60.5K
$113K
| Aspect | Brokerage Operations Manager | Brokerage Associate |
|---|---|---|
| Credentials | Relevant licenses (e.g., Series 7, 63), industry certifications | Likewise, licenses such as Series 7, 63, but typically less managerial experience |
| Work Environment | Oversees operational processes, manages teams, ensures compliance | Supports client transactions, processes trades, assists senior staff |
| Employer & Industry Usage | Used in brokerage firms, financial institutions, investment firms | Commonly employed in brokerage firms, financial services |
The Brokerage Operations Manager focuses on overseeing daily operations, compliance, and team management within brokerage firms. In contrast, the Brokerage Associate primarily supports transaction processing and client service. Both roles require relevant licenses, but the manager role involves more leadership and oversight responsibilities.
For Brokerage Operations Manager jobs in Nebraska, the most frequently searched job titles are:
The top searched job categories for Brokerage Operations Manager jobs in Nebraska are:
Cities in Nebraska with the most Brokerage Operations Manager job openings:
La Vista, NE • Hybrid
Full-time
Posted 20 days ago
TRC Talent Solutions has partnered with a leading wealth management firm to hire an Operations Processing Specialist in La Vista, NE. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth.
Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM 7:30 PM (8-hour shifts).
Location: La Vista, NE
Role Overview
The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests. This role is integral to advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations in a fast-paced environment.
Key Responsibilities
Prepare and process account opening, maintenance, rep change, and transition paperwork
Support independent financial advisors with high-quality client service
Review and follow up on brokerage and non-brokerage account requests
Serve as a subject matter resource within brokerage operations
Coordinate with clearing firms and update workflow systems
Answer inbound/outbound calls and document activity accurately
Cross-train and provide backup support during high-volume periods
Qualifications
23 years of related experience; financial services experience preferred
Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)
Ability to learn brokerage systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt)
Strong attention to detail, organization, and time management skills
Bachelors degree preferred; high school diploma or GED required
Preferred: FINRA SIE and/or Series 7, broker-dealer experience, Smartsheet or Envestnet exposure.
Company Description:
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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Business management consulting
201 - 500 Employees
Columbia, SC, US