Milwaukee, Wisconsin, United States · Hybrid
$70k–$121k/yr
PRINCIPAL ACCOUNTABILITIES: Responsible for the day to day technical support of the FPS Investment Account Opening operations team to ensure quality and timely outputs are delivered to subscribers, as the services evolve…
Skills: Investment Account Opening, Technical Support, Process Improvement, Mentoring, Quality Assurance
Milwaukee, Wisconsin, United States · Remote OK
$124k–$187k/yr
About the Job Our team bridges business needs and technology solutions by delivering analytics, automation, process improvement, and modernization capabilities that help NM’s field and home office partners work more effi…
Skills: Microsoft Power Platform, Power Apps, Power Automate, Power BI, Dataverse
Milwaukee, Wisconsin, United States · Hybrid
$76k–$113k/yr
Primary Duties and Responsibilities Helps analyze investment performance data and communicate with senior management, field, and home office teams.Assist in performance reporting projects to identify and fix reporting de…
Skills: Investment performance analysis, Data quality checks, Reporting, Quantitative analysis, MS Excel
Franklin, Wisconsin, United States · Hybrid
$20/hr–$30/hr
Summary Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, …
Skills: Technical Analysis, Case Management, Customer Service, Insurance Product Knowledge, Root Cause Analysis
Chesterfield, Missouri, United States · On-site
$50k–$55k/yr
Location: Chesterfield, MO Job Title: Client Service and Operations Associate Type of Position: Full-time Hours per week: 40 FLSA Classification: Exempt Working Hours: 8:00am-5:00pm Compensation: $50-55k Our mission is t…
Skills: Financial services, Client service, Operations support, CRM management, Insurance compliance
Milwaukee, Wisconsin, United States · Hybrid
$57k–$98k/yr
About the Job: Northwestern Mutual’s Investment Operations team supports the management of the company’s institutional investments. Team members assist in operational tasks related to those assets, with a focus on accura…
Skills: Investment operations, Data literacy, Reconciliation, Risk management, Portfolio monitoring
Franklin, Wisconsin, United States · Hybrid
$23/hr–$34/hr
Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description: This position supports our field and clients with the manag…
Skills: Customer Service, Asset Movement, Financial Services, Transaction Processing, Call Center Operations
Charleston, West Virginia, United States · On-site
$70k–$121k/yr
This position requires 100% onsite availability in Charleston, WV (25302) About the Job: The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advan…
Skills: Adaptive Communication, Consulting, Customer Centricity, Customer Support, Operational Excellence
Milwaukee, Wisconsin, United States · On-site
$20/hr–$30/hr
About the Role Create an environment that inspires others to achieve theirs by blending a thorough knowledge of security processes and technology with company values to take appropriate actions that promote and maintain …
Skills: Attention To Detail, Customer Service Mindset, Operational Functions, Teamwork, Critical Thinking
Milwaukee, Wisconsin, United States · On-site
$65k–$113k/yr
About the Job Join the Team Member Onboarding service as a Field Onboarding Senior Specialist bringing your ability to quickly build relationships, instill trust, and proactively take ownership helping new field team mem…
Skills: Customer Service, Relationship Building, Conflict Resolution, Root Cause Analysis, Data Analytics
Milwaukee, Wisconsin, United States · Hybrid
$70k–$121k/yr
About the Job: The Senior Specialist in Wealth Accounting performs financial accounting functions, and related control activities, for assigned accounts and processes to ensure conformance with GAAP accounting standards,…
Skills: Financial accounting, GAAP, STAT, Regulatory filings, Journal entries
Fort Collins, Colorado, United States · On-site
$70k–$95k/yr
Benefits: Retirement Benefits Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at th…
Skills: Sales, Financial planning, Client relationship management, Communication, Interpersonal skills
Fort Collins, Colorado, United States · On-site
$85k–$110k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something mo…
Skills: Financial planning, Insurance solutions, Client consultation, Networking, Communication skills
New Hanover County, North Carolina, United States · Remote OK
$84k–$95k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Finan…
Skills: Financial planning, Client consultation, Insurance strategies, Relationship building, Analytical thinking
New Hanover County, North Carolina, United States · Hybrid
$70k–$95k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual - …
Skills: Financial planning, Client relationship management, Business development, Communication, Analytical skills
New Hanover County, North Carolina, United States · Hybrid
$70k–$85k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something mo…
Skills: Financial planning, Insurance strategies, Client consultation, Networking, Communication skills
Troy, Michigan, United States · Hybrid
$65k–$85k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into s…
Skills: Financial planning, Insurance solutions, Client consultation, Networking, Communication skills
Troy, Michigan, United States · Hybrid
$70k–$95k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Wiegert Dis…
Skills: Financial planning, Client relationship management, Business development, Communication, Analytical skills
New Haven, Connecticut, United States · Remote OK
$76k–$110k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise…
Skills: Financial planning, Client consultation, Insurance strategies, Relationship building, Analytical thinking
New Haven, Connecticut, United States · Remote OK
$123k–$148k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a licensed financial profess…
Skills: Financial planning, Insurance solutions, Client consultation, Networking, Analytical thinking
Milwaukee, Wisconsin, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide technical support and leadership for the Investment Account Opening operations team to ensure quality delivery to subscribers. Develop training programs, resolve complex plan requests, and implement process and system improvements.
Requires a Bachelor's degree or equivalent experience and at least two years of professional experience in investment operations. Must hold a Series 7 certification and demonstrate strong leadership and organizational skills.
Responsible for the day to day technical support of the FPS Investment Account Opening operations team to ensure quality and timely outputs are delivered to subscribers, as the services evolve with technology and product enhancements. Positively influences and leads changes with individual FPAs and the team.
Develops and provides technical training to Investment Client Onboarding and other FPS teams, including Service Development and User Support, to improve the overall service and experience that FPS delivers to the field. Identifies gaps in learning/training and recommends plans of action.
Uses investment account opening or operations expertise, critical thinking and judgment to resolve difficult plan requests, issues, complaints or errors related to FPS standards or procedures. This includes analyzing discrepancies related to plans, initiating corrective action, and providing counsel and information to subscribers and home office cross-functional teams. Evaluates and grants flexibility to established practices and procedures when appropriate.
Mentors less experienced staff, providing answers to questions, advice, feedback and support. Provides performance feedback to the manager.
Assists in design of and executes quality assurance plans necessary to ensure quality outputs are delivered to FPS subscribers
Identifies, develops and implements process, system and workflow improvements and ensures team alignment.
Ability to assist in both team and cross-functional team projects and process improvements.
Acts as backup and/or escalation for subscriber support calls when necessary.
Viewed as an expert on FPS procedures and standards and FPA use of various technologies.
Bachelor’s degree or an equivalent combination of education and progressively responsible work experience
Minimum of two years of professional level experience, preferably related to investment account opening or operations and related technologies.
Demonstrated ability to understand FPS processes and standards and marry it with general planning knowledge to drive quality results.
Demonstrated leadership and mentoring/coaching skills and the ability to develop and train/up-skill team members.
Experience with implementing process improvements, process introduction and system enhancements in support of technology changes.
Demonstrated high level of organization and follow through with the ability to effectively identify and independently establish priorities and meet deadlines on multiple assignments with high quality results.
Effective written and verbal communication skills with the ability to positively influence, work cooperatively, and negotiate with individuals in the department and the field to maintain maximum operational efficiency
Series 7 required.
Pay Range - Start:
$70,320.00Pay Range - End:
$105,480.00Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
Offices: 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797, US
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
Offices: 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797, US
