Integrated Financial Planning Ops Lead (Remote)

Northwestern Mutual - Denver; Denver (CO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Full-time position with 40-hour work w

Competitive salary starting at $75,000

Paid professional designations

Profit share bonus

PTO + holidays + floating holidays

Medical, dental, vision coverage

Long-term and short-term disability

401k with company match

Paid parking

Remote work two days/week after 90-90

Laptop provided

Onsite fitness facilities

Job summary

Northwestern Mutual – Denver is seeking an Integrated Financial Planning Operations Manager responsible for day-to-day people, admin, workflow, and advisor experience across the IFP team. This role ensures a consistent team member and advisor experience by overseeing onboarding and development, team operations, capacity planning, and communication across priorities.

You will lead onboarding, development, and coaching, while coordinating hiring and transitions, driving process improvements, and

Qualifications

• Experience leading and developing financial services teams.
• 2-5 years Northwestern Mutual experience preferred.
• Strong onboarding, training, and performance conversation skills.

Responsibilities

• Lead onboarding and training for new team members.
• Guide ongoing performance and career development conversations, including day-to-day coaching, monthly 1:1s, and annual reviews.
• Identify and coordinate special training topics and development opportunities for the team.
• Lead team meeting rhythms, including scheduling and cadence decisions, agenda development, facilitation, and follow-up.
• Project manage process and workflow changes, helping the team understand, adopt, and sustain new ways of working.
• Support new advisor training and development, including STA-related training and onboarding.

Skills

People leadership

Team development

Performance coaching

Project management

Data-driven capacity planning

Communication

Cross-functional collaboration

Microsoft 365 proficiency

Onboarding

Tools

Microsoft 365 Suite

Job description

Northwestern Mutual – Denver is seeking an Integrated Financial Planning Operations Manager responsible for day-to-day people, admin, workflow, and advisor experience across the IFP team. This role ensures a consistent team member and advisor experience by overseeing onboarding and development, team operations, capacity planning, and communication across priorities.

You will lead onboarding, development, and coaching, while coordinating hiring and transitions, driving process improvements, and