Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Investment Operations Associate-West Des Moines
Des Moines, IA · On-site
$78K - $95K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Quick apply
Investment Operations Associate-West Des Moines
Des Moines, IA · On-site
$78K - $95K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Investment Operations Associate-West Des Moines
Clive, IA · On-site
$78K - $95K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Quick apply
Investment Operations Associate-West Des Moines
Clive, IA · On-site
$78K - $95K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$67K - $82K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Quick apply
Senior Client Relationship Associate
Coralville, IA · On-site
$67K - $82K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location:Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location:Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Quick apply
Senior Client Relationship Associate
Coralville, IA · On-site
$36K - $45K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$67K - $82K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Senior Client Relationship Associate
Coralville, IA · On-site
$67K - $82K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established ... Candidates from wealth management, banking, insurance, legal, accounting, executive support, and ...
Assurance Senior
Davenport, IA · On-site
Medical
Dental
Vision
Retirement
PTO
C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for ... A Typical Day in the Life: As an assurance senior, you will play a key role in leading and ...
Assurance Senior
Davenport, IA · On-site
Medical
Dental
Vision
Retirement
PTO
C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for ... A Typical Day in the Life: As an assurance senior, you will play a key role in leading and ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · Remote
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · Remote
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
Assurance Senior
Davenport, IA · On-site
Medical
Dental
Vision
Retirement
PTO
C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for ... As an assurance senior, you will play a key role in leading and executing assurance engagements for ...
Quick apply
Assurance Senior
Davenport, IA · On-site
Medical
Dental
Vision
Retirement
PTO
C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for ... As an assurance senior, you will play a key role in leading and executing assurance engagements for ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · Remote
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · Remote
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · On-site
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
International Tax Senior Associate - Remote Eligible
Des Moines, IA · On-site
$80K - $115K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Senior Associate might include the following: * Serving clients on a variety of international tax ... You have a Bachelor's Degree in Accounting; Master's Degree, JD or LLM in Taxation preferred. * You ...
Oracle EPM - Senior Associate
Des Moines, IA · On-site
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate & Summary A ... Accounting, Finance Minimum Years of Experience: 3 year(s) with advisory client facing Oracle EPM ...
Oracle EPM - Senior Associate
Des Moines, IA · On-site
Medical
Dental
Vision
Retirement
PTO
Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate & Summary A ... Accounting, Finance Minimum Years of Experience: 3 year(s) with advisory client facing Oracle EPM ...
Senior Audit/Assurance
Davenport, IA · On-site
$75 - $90/hr
Medical
Dental
Vision
Retirement
PTO
What You'll Do As an Assurance Senior, you'll lead and support assurance engagements for a variety ... Ensure compliance with accounting standards, regulatory requirements, and firm policies. * Stay ...
Senior Audit/Assurance
Davenport, IA · On-site
$75 - $90/hr
Medical
Dental
Vision
Retirement
PTO
What You'll Do As an Assurance Senior, you'll lead and support assurance engagements for a variety ... Ensure compliance with accounting standards, regulatory requirements, and firm policies. * Stay ...
PwC Internal Partnership Tax Team - Mobility Senior Associate
Des Moines, IA · On-site
$55K - $187K/yr
Medical
Dental
Vision
Retirement
PTO
As a Senior Associate, you will develop meaningful stakeholder connections and anticipate needs ... Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific ...
PwC Internal Partnership Tax Team - Mobility Senior Associate
Des Moines, IA · On-site
$55K - $187K/yr
Medical
Dental
Vision
Retirement
PTO
As a Senior Associate, you will develop meaningful stakeholder connections and anticipate needs ... Certified Public Accountant, Member of the Bar or other tax, technology, or finance-specific ...
Tax Senior Associate - Tax Controversy - Washington National Tax
Cedar Rapids, IA · On-site
$81K - $100K/yr
Responsibilities: * Assist senior professionals with IRS examinations, IRS appeals matters ... Bachelor's degree in Accounting or related field from an accredited university * Excellent written ...
Tax Senior Associate - Tax Controversy - Washington National Tax
Cedar Rapids, IA · On-site
$81K - $100K/yr
Responsibilities: * Assist senior professionals with IRS examinations, IRS appeals matters ... Bachelor's degree in Accounting or related field from an accredited university * Excellent written ...
Senior Audit/Assurance
Medical
Dental
Vision
Retirement
PTO
As an Assurance Senior, you'll lead and support assurance engagements for a variety of clients. You ... Bachelor's degree in Accounting CPA license or working toward CPA 2+ years of audit/assurance ...
Senior Audit/Assurance
Medical
Dental
Vision
Retirement
PTO
As an Assurance Senior, you'll lead and support assurance engagements for a variety of clients. You ... Bachelor's degree in Accounting CPA license or working toward CPA 2+ years of audit/assurance ...
Senior Accounting Associate information
See Iowa salary details
$38K - $44.7K
7% of jobs
$44.7K - $51.4K
6% of jobs
$57.2K is the 25th percentile. Wages below this are outliers.
$51.4K - $58K
13% of jobs
$58K - $64.7K
12% of jobs
The median wage is $70.8K / yr.
$64.7K - $71.3K
13% of jobs
$71.3K - $78K
15% of jobs
$78K - $84.7K
9% of jobs
$85K is the 75th percentile. Wages above this are outliers.
$84.7K - $91.3K
10% of jobs
$91.3K - $98K
9% of jobs
$98K - $104.6K
5% of jobs
$104.6K - $111.3K
2% of jobs
$38K
$74K
$111.3K
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Full-time
Re-posted 12 days ago
Job description
Senior Investment Operations Associate
A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.
This role is ideal for someone who is detailoriented, processdriven, and experienced in investment operations within a fastpaced advisory environment.
Key Responsibilities
- Execute trades accurately and in alignment with models, client objectives, and compliance standards
- Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
- Process and track alternative investment documentation and ensure compliance
- Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
- Identify and escalate operational issues, risks, or exceptions
- Maintain workflow discipline, refine processes, and support operational scalability
- Ensure data integrity across investment systems and assist with platform updates
- Prepare investment reports and materials for advisor and client review
Qualifications
- 3-5+ years of experience in Financial Services or Investment Operations
- Bachelor's degree in finance, economics, accounting, financial planning, or related field
- FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
- Experience with Envestnet and custodial platforms strongly preferred
- Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
- Strong judgment, ownership mentality, and ability to escalate appropriately
- Excellent communication, organization, and prioritization skills
Key Characteristics
- High attention to detail and integrity
- Processoriented with disciplined execution
- Comfortable in a fastpaced environment
- Collaborative, professional, and maintains confidentiality