Operations Lead Jobs in Iowa
Operations Lead jobs in Iowa are open across Montezuma, Muscatine, and Council Bluffs and other Iowa metros, with employers like Magna International, Kraft Heinz, and American Eagle Outfitters hiring at every experience level. Find a role that fits below and apply directly.
Find Operations Lead JobsOverview
Showing 5 of 35+ Operations Lead jobs
INTRODUCTION
McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Investment Operations Lead to its wealth management team. This individual will play a key role in ensuring accurate trade execution, portfolio maintenance, investment audits, alternatives administration, and efficient investment workflows that support excellent client outcomes.
ROLE AND RESPONSIBILITIES
The Investment Operations Lead role is responsible for the coordinating day‑to‑day operational priorities, maintaining execution quality standards, enforcing workflow discipline, and escalating issues appropriately to Investment Leadership. This role serves as the primary operational point of coordination within Investment Operations and plays a key role in ensuring execution accuracy, efficiency, and consistency across all investment processes.
This role owns core execution responsibilities across trading, portfolio management, account administration, alternatives processing, and investment workflows, with an emphasis on precision, compliance, efficiency, and scalability.
Operational Coordination & Prioritization
- Coordinate daily and weekly operational workload across investment operations activities
- Prioritize tasks based on investment timelines, client needs, and risk considerations
- Communicate capacity constraints, sequencing considerations, and dependencies to Investment Strategy and Investment Leadership
- Ensure high‑priority and time‑sensitive tasks are executed accurately and on schedule
Trading Executive & Compliance
- Own accurate and timely execution of all trades across client portfolios
- Execute trades in alignment with firm standards, model recommendations, client objectives, and regulatory requirements
- Ensure adherence to compliance controls, trading restrictions, and internal policies
- Review portfolio activity for accuracy and completeness and identify potential execution risks or exceptions for escalation
Issue Identification & Escalation
- Identify execution errors, exceptions, or process breakdowns and take appropriate corrective action
- Escalate material issues, risks, or capacity constraints to Investment Strategy or Investment Leadership in a timely manner
- Document recurring issues and partner with leadership to prevent future occurrences
- Exercise sound judgment in determining when issues require leadership awareness versus operational resolution
Daily Portfolio Management & Cash Positioning
- Own daily portfolio management activities, including cash positioning and liquidity management
- Monitor accounts to ensure sufficient cash for planned trades, distributions, and fees
- Perform routine portfolio adjustments and operational maintenance to support strategy alignment and client service quality
- Perform cashiering functions and process cash withdrawals
- Partner with Investment Strategy and Advisors to maintain accurate portfolio implementation
Alternatives Administration & Compliance
- Own the processing, administration, and tracking of alternative investment paperwork and documentation
- Ensure alternatives investments are processed accurately and in compliance with firm policies and regulatory requirements
- Coordinate with Advisors, custodians, and clients to ensure a seamless alternatives investment experience
- Maintain accurate records and documentation for all alternative investment activity
Account Administration
- Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors
- Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts
- Process proposal amendments, monitor alerts, and complete annual reviews in Envestnet
Workflow Design, Optimization & Process Documentation
- Own and enforce the consistent execution of investment operations workflows including creation, documentation, and continuous refinement of investment operations processes
- Promote workflow discipline and consistency across all investment operations activities
- Identify opportunities to improve efficiency, consistency, clarity, compliance, and scalability across investment processes
- Maintain current and accessible process documentation to support training, continuity, and operational excellence
- Partner with Investment Leadership to implement process improvements and best practices
Technology & System Management
- Ensure investment technology platforms are accurate, optimized, and effectively integrated
- Monitor data integrity and system outputs to support trading, reporting, and portfolio management accuracy
- Identify, escalate, and assist in resolving system issues, inefficiencies, or enhancement opportunities
- Drive testing and implementation of platform updates or new tools as needed
Presentation & Advisor Support
- Prepare investment‑related data, reports, and documentation for advisory review meetings as needed
- Support Advisors and Investment Strategy with portfolio, performance, and operational reporting as needed
BASIC QUALIFICATIONS
- 3-5+ yrs experience in Financial Services or Investment Operations
- Bachelors degree with major in finance, economics, accounting, financial planning or related field required
- FINRA Series 6 or 7 and series 63 license (required or obtainable within 6 months on the job)
- Iowa Life and Health Insurance License (preferred or obtainable within 6 months on the job)
- Progress toward professional designation a plus but not required: CFA, CAIA, CFP, CPWA, CPA, JD, MBA, or CIMA
- Completion of Northwestern Mutual Signature advisory training
- Experience with Envestnet and custodial investment platforms strongly preferred
- Proven experience executing and reviewing trades, cash movements, portfolio maintenance, and account administration with a high degree of accuracy
- Demonstrated ability to take ownership, exercise sound judgment, and provide operational leadership without formal authority
- Strong judgment in identifying execution issues, determining appropriate resolution paths, and escalating material risks or exceptions
PREFERRED QUALIFICATIONS
- High integrity and strong attention to detail
- Process‑oriented with disciplined execution mindset
- Excellent written and verbal communication skills
- Strong organizational and prioritization skills
- Ability to manage multiple responsibilities in a fast‑paced environment
- Commitment to accuracy, compliance, and continuous improvement
- Ability to work independently and collaboratively
Maintains confidentiality and professionalism at all times
COMPENSATION
- Pay: $80,000.00 - $90,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
LOCATION
Work Location: Hybrid remote in Clive, IA 50325
INTRODUCTION
McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Investment Operations Lead to its wealth management team. This individual will play a key role in ensuring accurate trade execution, portfolio maintenance, investment audits, alternatives administration, and efficient investment workflows that support excellent client outcomes.
ROLE AND RESPONSIBILITIES
The Investment Operations Lead role is responsible for the coordinating day‑to‑day operational priorities, maintaining execution quality standards, enforcing workflow discipline, and escalating issues appropriately to Investment Leadership. This role serves as the primary operational point of coordination within Investment Operations and plays a key role in ensuring execution accuracy, efficiency, and consistency across all investment processes.
This role owns core execution responsibilities across trading, portfolio management, account administration, alternatives processing, and investment workflows, with an emphasis on precision, compliance, efficiency, and scalability.
Operational Coordination & Prioritization
- Coordinate daily and weekly operational workload across investment operations activities
- Prioritize tasks based on investment timelines, client needs, and risk considerations
- Communicate capacity constraints, sequencing considerations, and dependencies to Investment Strategy and Investment Leadership
- Ensure high‑priority and time‑sensitive tasks are executed accurately and on schedule
Trading Executive & Compliance
- Own accurate and timely execution of all trades across client portfolios
- Execute trades in alignment with firm standards, model recommendations, client objectives, and regulatory requirements
- Ensure adherence to compliance controls, trading restrictions, and internal policies
- Review portfolio activity for accuracy and completeness and identify potential execution risks or exceptions for escalation
Issue Identification & Escalation
- Identify execution errors, exceptions, or process breakdowns and take appropriate corrective action
- Escalate material issues, risks, or capacity constraints to Investment Strategy or Investment Leadership in a timely manner
- Document recurring issues and partner with leadership to prevent future occurrences
- Exercise sound judgment in determining when issues require leadership awareness versus operational resolution
Daily Portfolio Management & Cash Positioning
- Own daily portfolio management activities, including cash positioning and liquidity management
- Monitor accounts to ensure sufficient cash for planned trades, distributions, and fees
- Perform routine portfolio adjustments and operational maintenance to support strategy alignment and client service quality
- Perform cashiering functions and process cash withdrawals
- Partner with Investment Strategy and Advisors to maintain accurate portfolio implementation
Alternatives Administration & Compliance
- Own the processing, administration, and tracking of alternative investment paperwork and documentation
- Ensure alternatives investments are processed accurately and in compliance with firm policies and regulatory requirements
- Coordinate with Advisors, custodians, and clients to ensure a seamless alternatives investment experience
- Maintain accurate records and documentation for all alternative investment activity
Account Administration
- Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors
- Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts
- Process proposal amendments, monitor alerts, and complete annual reviews in Envestnet
Workflow Design, Optimization & Process Documentation
- Own and enforce the consistent execution of investment operations workflows including creation, documentation, and continuous refinement of investment operations processes
- Promote workflow discipline and consistency across all investment operations activities
- Identify opportunities to improve efficiency, consistency, clarity, compliance, and scalability across investment processes
- Maintain current and accessible process documentation to support training, continuity, and operational excellence
- Partner with Investment Leadership to implement process improvements and best practices
Technology & System Management
- Ensure investment technology platforms are accurate, optimized, and effectively integrated
- Monitor data integrity and system outputs to support trading, reporting, and portfolio management accuracy
- Identify, escalate, and assist in resolving system issues, inefficiencies, or enhancement opportunities
- Drive testing and implementation of platform updates or new tools as needed
Presentation & Advisor Support
- Prepare investment‑related data, reports, and documentation for advisory review meetings as needed
- Support Advisors and Investment Strategy with portfolio, performance, and operational reporting as needed
BASIC QUALIFICATIONS
- 3-5+ yrs experience in Financial Services or Investment Operations
- Bachelors degree with major in finance, economics, accounting, financial planning or related field required
- FINRA Series 6 or 7 and series 63 license (required or obtainable within 6 months on the job)
- Iowa Life and Health Insurance License (preferred or obtainable within 6 months on the job)
- Progress toward professional designation a plus but not required: CFA, CAIA, CFP, CPWA, CPA, JD, MBA, or CIMA
- Completion of Northwestern Mutual Signature advisory training
- Experience with Envestnet and custodial investment platforms strongly preferred
- Proven experience executing and reviewing trades, cash movements, portfolio maintenance, and account administration with a high degree of accuracy
- Demonstrated ability to take ownership, exercise sound judgment, and provide operational leadership without formal authority
- Strong judgment in identifying execution issues, determining appropriate resolution paths, and escalating material risks or exceptions
PREFERRED QUALIFICATIONS
- High integrity and strong attention to detail
- Process‑oriented with disciplined execution mindset
- Excellent written and verbal communication skills
- Strong organizational and prioritization skills
- Ability to manage multiple responsibilities in a fast‑paced environment
- Commitment to accuracy, compliance, and continuous improvement
- Ability to work independently and collaboratively
Maintains confidentiality and professionalism at all times
COMPENSATION
- Pay: $80,000.00 - $90,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
LOCATION
Work Location: Hybrid remote in Clive, IA 50325
See All 35 Operations Lead Jobs in Iowa
Find roles in Iowa that match your experience and apply in just a few clicks.
Find Operations Lead JobsOperations Lead Jobs by City in Iowa
Where Iowa roles are concentrated, by current openings.
Operations Lead Job Market in Iowa
A snapshot from current Iowa openings, updated as new roles post.
Who's Hiring
- Magna International4
- Kraft Heinz3
- American Eagle Outfitters2
- Danfoss2
- Highline Warren2
Top Industries Hiring
- Manufacturing10
- Food & Beverage8
- Automotive6
- Chemicals & Materials3
- Retail3
What Iowa Employers Look For
The qualifications that appear most often in operations lead jobs across Iowa.
- Three or more years of experience managing operational workflows or teams
- Demonstrated ability to use data to identify inefficiencies and drive process improvements
- Proficiency with project management or operations tools such as Asana, Jira, or Monday.com
- Experience with inventory management, supply chain, or fulfillment operations
- Strong cross-functional communication and stakeholder coordination skills
- Bachelor's degree in business, operations management, industrial engineering, or a related field
Operations Lead Jobs in Iowa: Frequently Asked Questions
How many operations lead jobs are there in Iowa?
There are 35+ operations lead openings in Iowa on Migrate Mate as of June 2026, with the most roles in Montezuma, Muscatine, and Council Bluffs. New positions post regularly as employers across Iowa hire.
How much do operations leads make in Iowa?
Operations leads in Iowa earn a median of about $87,690 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $42,850 for the lowest 10% to over $191,990 for the top 10%. Pay rises with experience, specialty, and employer.
Which Iowa cities have the most operations lead jobs?
Montezuma, Muscatine, and Council Bluffs have the most operations lead openings in Iowa right now, with additional roles spread across smaller metros statewide.
Which companies hire operations leads in Iowa?
Employers hiring operations leads in Iowa include Magna International, Kraft Heinz, and American Eagle Outfitters, based on current listings on Migrate Mate as of June 2026.
Are there remote operations lead jobs in Iowa?
Yes. About 3% of operations lead openings tied to Iowa are remote or hybrid as of June 2026. The rest are on-site roles based in Iowa metros.
How do I apply for operations lead jobs in Iowa?
You can apply to operations lead jobs in Iowa directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Iowa location, then apply to each one that fits.
See All 35 Operations Lead Jobs in Iowa
Find roles in Iowa that match your experience and apply in just a few clicks.
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