Wealth Operations Specialist — Onboarding & Training

Northwestern Mutual; United States; On-site; USD 70,000 - 105,000; Full time

Job summary

Northwestern Mutual is hiring for a role focused on FPS Investment Account Opening support within the US. The candidate will provide day-to-day technical support, train Investment Client Onboarding and FPS teams, and resolve complex plan-related issues using strong judgment and FPS standards.

Leadership and mentoring skills are essential for developing staff and ensuring quality outputs. The position involves QA planning, cross-functional projects, and acting as an escalation point for

Qualifications

• Bachelor’s degree or 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.

Responsibilities

• 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.
• 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.
• 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.
• Mentors less experienced staff, providing answers to questions, advice, feedback and support.
• 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.

Skills

Leadership

Mentoring

Communication skills

Process improvement

Education

Bachelor’s degree

Job description

Northwestern Mutual is hiring for a role focused on FPS Investment Account Opening support within the US. The candidate will provide day-to-day technical support, train Investment Client Onboarding and FPS teams, and resolve complex plan-related issues using strong judgment and FPS standards.

Leadership and mentoring skills are essential for developing staff and ensuring quality outputs. The position involves QA planning, cross-functional projects, and acting as an escalation point for