Wealth Ops Specialist, Field Shared Services (Hybrid)

Northwestern Mutual; Milwaukee (WI); On-site; USD 57,000 - 85,000; Full time

Job summary

Northwestern Mutual, headquartered in Milwaukee, WI, seeks a professional to support investment client onboarding (ICOB) and related processing in its Wealth Operations team. The role is 3 days onsite at the downtown Milwaukee corporate office and works across Field Shared Services to align with home office and sales force.

You will deliver high-quality investment account opening, transfers, and call leadership with advisors while mentoring junior staff and driving standard-work improvements.

Qualifications

• Strong collaboration across functions to achieve goals.
• Customer-centric design and problem solving.
• Financial statement knowledge, budgeting and forecasting basics.
• Continual learning and applying market trends to practice.

Responsibilities

• Create investment proposals, generate new account paperwork, enter transfer requests and ACH/cash management instructions with high degree of accuracy.
• Track status of accounts in investment systems and contact contra-firms for transfer status.
• Apply critical thinking and good judgment to resolve requests or issues related to account transfers; determine when to elevate those requiring more advanced knowledge.
• Support the team in leading weekly calls with advisors subscribed to the services to give status updates or background information on in process work as well as work through best practices with advisors so that they can fully leverage our services.
• Recommend and implement improvements to standard work and/or work processes.
• Mentor less experienced staff in technologies and standard work.
• Perform final quality checks for peers and more junior staff.
• Use basic investment knowledge to provide flexibility on standard work.
• With guidance, understand and apply special instructions that are outside of standards.

Skills

Cross Functional Partnering & Planning

Customer Centricity

Financial Acumen

Learning Agility & Critical Thinking

Education

Bachelor's degree in business, finance or related field

Job description

Northwestern Mutual, headquartered in Milwaukee, WI, seeks a professional to support investment client onboarding (ICOB) and related processing in its Wealth Operations team. The role is 3 days onsite at the downtown Milwaukee corporate office and works across Field Shared Services to align with home office and sales force.

You will deliver high-quality investment account opening, transfers, and call leadership with advisors while mentoring junior staff and driving standard-work improvements.