Premier Client Specialist
BMO Financial · Des Moines, IA
Job description(tap to read)
Application Deadline: 11/29/2026 Address: 4910 SE 14th St. Job Family Group: Retail Banking Sales&Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio. • Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance). • Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs. • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. • Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. • Introduces and guides clients to use digital platforms and promotes adoption of digital features. • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives. • Identifies short and long-term value creation opportunities for target customer segments. • Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence (e.g. law and accounting firms) and two-way referral relationships. • Coordinates outreach efforts for seminars, campaigns, or client events. • Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions. • Sources new revenue and investments through client acquisition and deepening existing relationships. • Delivers consistent client service using established playbook and guidelines. • Supports client onboarding, documentation, and service delivery. • Escalates complex or unresolved client situations and complaints. • Develops solid product knowledge and financial expertise for an assigned portfolio of products. • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. • Builds effective relationships with internal/external stakeholders. • Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues. • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. • Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. • Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. • Executes work to deliver timely, accurate, and efficient service. • Executes quality customer review meetings for retention and relationship expansion purposes. • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. • Exercises judgment to identify, diagnose, and solve problems within given rules. • Works independently on a range of complex tasks, which may include unique situations. • Broader work or accountabilities may be assigned as needed. • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required. • Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management. • SIE Examand, • State Life and Health insurance and, • Series 6, 63 and 65 OR Series 7 and 66. • If licenses are not currently held,they are required within 120 days of the role start date. • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. • In-depth understanding of brokerage and insurance products. • In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning. • In-depth understanding of personal trust and investment management. • In-depth knowledge of client portfolio management. • Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: • Financial Needs Discovery • Product&Solution Design • Investment, Insurance&Advisory Products Advanced level of proficiency: • Deposit&Cash Management • Lending&Credit • Prospecting&Acquisition • Sales Strategy&Execution • Advisory&Communication • Client Onboarding, Experience&Retention • Portfolio&Relationship Management • Risk&Compliance • Learning Agility • Collaboration U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $50,000.00 - $100,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one– for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail toBMOCareers.Support@bmo.comand let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
General Manager
Clean Response · Des Moines, IA
General Manager – Des Moines, IA Clean Response, the Twin Cities' premier independent restoration contractor, has an opportunity for our newest expansion in the Des Moines, IA market! We are looking for a dedicated and driven professional who acts with integrity, values the importance of being a team player, and strives for excellence in all that they do. We are seeking a General Manager that can take a hands-on approach to lead day-to-day operations for a fast-paced restoration business. This position does require 5+ years of restoration experience. This role is ideal for someone who can balance big-picture thinking with rolling up their sleeves to get things done. You'll oversee operations, drive financial performance, lead a strong team, and help scale the business. Operations Leadership • Oversee daily operations across mitigation, cleaning, and reconstruction • Ensure projects run efficiently, safely, and on schedule • Track and improve key metrics like cycle times, margins, and customer satisfaction • Implement systems and processes to support growth • Manage water, mold, fire, and storm damage projects from start to finish. • Schedule crews and coordinate subcontractors when needed. • Maintain excellent communication with customers, insurance adjusters, and property managers. • Estimate jobs and prepare project documentation. • Ensure compliance with IICRC standards and company procedures. • Recruit, train, and mentor field personnel. • Help grow the business through exceptional customer service and operational excellence. Financial Oversight • Manage budgets, forecasting, and overall financial performance • Improve job costing and ensure projects hit margin goals • Report on performance and identify areas for improvement Team Leadership • Start up the new office and hire team • Lead and develop department managers and staff • Build a culture of accountability, teamwork, and customer focused • Support hiring, retention, and employee development Growth & Strategy • Partner with ownership and C-suite on business growth and expansion plans • Identify opportunities to improve operations and increase revenue • Build relationships with clients, vendors, and referral partners Customer Experience • Ensure a high level of service across all projects • Maintain a strong reputation within the community What We're Looking For • 5-7+ years of leadership experience in restoration, construction, or related industry • Familiarity with Des Moines restoration market and strong relationships with industry stakeholders. • Experience leading teams in a fast-paced environment • Solid communication and problem-solving skills • Ability to drive results while building a strong team culture • Restoration industry experience required. • Management or supervisory experience required. • IICRC Certifications (WRT, ASD, AMRT, FSRT, etc.) strongly preferred. • Xactimate experience is a plus. • Ability to manage multiple projects simultaneously. • Excellent communication and organizational skills. • Valid driver's license with a clean driving record. • Ability to lift 50+ pounds. Preferred: • Degree in Business, Construction Management, or related field Schedule & Work Environment • Full-time, on-site role • Occasional after-hours availability for emergency response situations • Fast-paced, team-oriented environment Benefits: • Medical insurance • Dental insurance • Paid time off • Retirement plan • Vision insurance Clean Response provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, sexual orientation, military or veteran status.
Bakery Innovation Scientist Formulation & Enzymes
Kemin · Des Moines, IA
Kemin Food Technologies is seeking an experienced Bakery Scientist to lead formulation development, ingredient evaluation, and bakery applications research. This role requires a PhD or advanced degree in a related field, extensive hands-on bakery experience, and the ability to work cross-functionally with Commercial, Marketing, Regulatory, and Quality teams.You will design experiments, manage lab activities, and translate science into customer-ready solutions for breads, tortillas, and related#J-18808-Ljbffr
An Obstetrics Gynecologist Is Needed for Locums Help in IA
Weatherby Healthcare · Des Moines, IA
If this opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details. • 24-hour in-house shifts -- 7 am - 7 am • 6.5 shifts per month • OBED and emergent patients -- vaginal deliveries and C-sections • Approximately 463 deliveries per year • Part of only maternity transport team in the state • Experience with vaginal deliveries, C-sections, and emergency OB care • New graduates and experienced providers accepted • Paid malpractice insurance; pre-paid travel and housing expenses • Assignment details and time entry in online portal • Competitive compensation • 24-hour access to your Weatherby Healthcare consultant • Charter member of NALTO " Since 1995, Weatherby Healthcare has established itself as an expert in locum tenens staffing for physicians, physician assistants, and nurse practitioners. The company employs nearly 600 employees committed to filling locum tenens assignments in large-scale healthcare networks, hospitals, and clinics nationwide. Learn more at
Overview CVP seeks Medical Support Assistants (MSA) to join our team in support of the Eastern Colorado VA Health Care System, Rocky Mountain Regional VA Medical Center located at 1700 North Wheeling Street, Aurora, CO 80045. This is a full-time, remote position supporting the VISN 19 Office of Community Care (OCC). Candidates must reside within 50 miles of the Rocky Mountain Regional VA Medical Center. Working hours are Monday through Friday, 8:00 AM to 4:30 PM local time, excluding federal holidays. As an Medical Support Assistant, you will coordinate care between VA and community providers, schedule appointments, and ensure Veterans receive timely and appropriate care. Responsibilities • Perform appointment scheduling, tracking, and pre- and post-appointment contacts in accordance with VHA Directive 1230, Outpatient Scheduling Processes and Procedures, and VHA Directive 1232, Consult Management • Coordinate and authorize Veteran care with community providers that the VA does not supply or cannot supply in a timely manner • Process community care consults via HealthShare Referral Manager (HSRM) and Provider Profile Management System (PPMS) and other systems as needed • Validate and update patient demographic information, including phone number, address, next of kin, emergency contact, and insurance capture • Ensure all necessary health and administrative information is processed and integrated into the Computerized Patient Record System (CPRS) and Veterans Health Information Systems and Technology Architecture (VistA) • Screen and receive phone calls in a courteous and timely manner; answer the phone within 5 rings and follow appropriate telephone etiquette • Respond to telephone inquiries regarding the delivery of services • Maintain proficiency and daily use of VA software including CPRS, VistA, CTM, VetLink, HSRM, PPMS, and Microsoft Office Suite products including Word, Excel, Outlook, and Microsoft Teams • Open and close clinics daily and update no-shows within 24 hours of appointment • Monitor incoming and outgoing faxes and mail in accordance with HIPAA standards • Retrieve and respond to voicemail within 48 business hours • Complete an average minimum of 20 cases per day over a weekly period • Communicate with internal medical providers on rules and regulations for VA Community Care and advise on appropriate processes • Serve as a Patient Relations Representative; actively listen to feedback and patient concerns and resolve patient complaints and co-worker concerns in a tactful, professional manner • Work collaboratively with the Lead Scheduler and scheduling team to ensure all schedulers are competent and represent the VA in a positive, proactive manner • Notify supervisor and Lead MSA when automated systems are not performing as needed • Maintain computer and IT security; accept full responsibility for all transactions under personal badge, access, and verify codes • Protect electronic and printed files containing sensitive information from unauthorized release, loss, alteration, or deletion • Ensure all patients are identified with appropriate two patient identifiers per policy • Maintain zero breaches of privacy or confidentiality • Assess compliance with The Joint Commission (TJC) and other regulatory program review criteria governing service Qualifications • Must be eligible to obtain a Public Trust government security clearance; US Citizenship required • Must be a resident of the United States and reside within 50 miles of the Rocky Mountain Regional VA Medical Center • High School Diploma or GED equivalent • Oral and written proficiency in English • Basic computer skills with daily proficiency in Microsoft Office Suite • Typing speed of at least 50 words per minute (must complete typing test) • Basic medical terminology knowledge • Minimum 6 months of customer service experience • No health or physical disability restrictions that would interfere with the performance of assigned duties • Prior VA or federal healthcare administrative experience is preferred Location • Remote. Must reside within 50 miles of the Rocky Mountain Regional VA Medical Center, Aurora, CO Shift • Monday - Friday, 8:00 AM to 4:30 PM Pay Rate • Hourly Pay: $22.99/hr • Health & Wellness (H&W): $5.09/hr (H&W will be prorated based on enrollment in the benefits offered, including automatic enrollment in employer-paid plans) This position is contingent upon program award. We are proactively recruiting qualified candidates in advance of contract award. About CVP CVP is an award-winning healthcare and next-gen technology and consulting services firm solving critical problems for healthcare, national security, and public sector clients. We help organizations achieve lasting transformation. CVP is an Equal Opportunity Employer dedicated to actively recruiting individuals and providing advancement opportunities based on merit and legitimate job qualifications. We ensure that all associates receive equal opportunities based on their personal qualifications and job requirements. CVP strictly prohibits any form of discrimination or harassment. At CVP, we cultivate a work environment that encourages fairness, teamwork, and respect among all associated. We are committed to maintaining a workplace where everyone can grow both personally and professionally.