Current jobs related to Field Shared Services Wealth Operations Senior Specialist - Milwaukee - Northwestern Mutual

  • Senior Wealth Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Claire Myers Consulting Full time

    Senior Wealth ManagerClaire Myers Consulting is seeking a highly skilled Senior Wealth Manager to join our team in Milwaukee. As a key member of our wealth management team, you will be responsible for providing comprehensive financial planning and investment advisory services to our clients.ResponsibilitiesDevelop and implement personalized financial plans...

  • Wealth Management Associate

    4 weeks ago

    Milwaukee, Wisconsin, United States Equitable Services Full time

    Join Equitable Advisors as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will be responsible for providing financial products and services to our clients, including education and guidance on retirement planning and...

  • Senior Wealth Strategist

    1 week ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryAssociated Banc-Corp is seeking a Senior Wealth Strategist to join our Wealth Planning Business Development Team. As a key member of our team, you will actively participate in supporting client advisers and integrating goal-based financial planning into sales and service delivery.The ideal candidate will have a strong understanding of advanced...

  • Senior Financial Planning Manager

    3 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group: A Leader in Financial PlanningWealth Enhancement Group is a renowned independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Our team-based approach, combining the Roundtable and UniFi processes, sets us apart from the standard approach. With over 100 offices...

  • Wealth Risk Oversight Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    Job SummaryAssociated Banc-Corp is seeking a highly skilled Wealth Risk Oversight Manager to join our team. This role will be responsible for overseeing the independent compliance and operational risk management program for the Bank's Wealth, Trust, and Investment business lines.Key ResponsibilitiesEvaluate the soundness of risk methodology and stress...

  • Senior Financial Planning Manager

    4 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients.Our team-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial plans and investment...

  • Senior Collections Specialist

    1 month ago

    Milwaukee, Wisconsin, United States Brookdale Senior Living Full time

    Job Title: Senior Collections SpecialistBrookdale Senior Living is seeking a highly skilled Senior Collections Specialist to join our team. As a Senior Collections Specialist, you will be responsible for monitoring and reviewing account status reports to identify and resolve delinquent accounts.Responsibilities:Providing quality customer service and...

  • Wealth Risk Oversight Manager

    1 week ago

    Milwaukee, Wisconsin, United States Associated Banc-Corp Full time

    At Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued and recognized as strengths critical to our success.We encourage growth and development, and if you thrive in an environment where your skills are encouraged and supported, then Associated Bank may be the right place for you.This role oversees all aspects of...

  • Private Wealth Advisor II

    4 days ago

    Milwaukee, Wisconsin, United States Old National Bank Full time

    At Old National Bank, we are seeking a Private Wealth Advisor to join our team of specialists within the Wealth Group. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.We offer a variety of Impact...

  • Wealth Risk Oversight Manager

    2 weeks ago

    Milwaukee, United States Disability Solutions Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Oversee all aspect of the independent compliance and...

  • Financial Services Vice President

    2 weeks ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. With a strong commitment to personalized service and a passion for enriching the lives of our clients, we strive to perfect our craft of financial...

  • Senior Mechanical Field Service Engineer

    2 days ago

    Milwaukee, Wisconsin, United States Argus Technical Services Full time

    Job Title: Senior Mechanical Field Service Engineer - Dairy EquipmentWe are seeking a highly skilled Senior Mechanical Field Service Engineer to join our team at Argus Technical Services. As a Senior Mechanical Field Service Engineer, you will be responsible for providing expert technical support and maintenance services to our clients in the dairy...

  • Financial Services Specialist

    2 weeks ago

    Milwaukee, Wisconsin, United States Insight Global Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Insight Global. As a key member of our Wealth Management & Investment Services department, you will be responsible for providing operational support and processing client accounts and products.Key ResponsibilitiesPlace and confirm open-ended mutual fund and money...

  • Customer Service Representative

    4 days ago

    Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group is seeking a highly skilled Receptionist to join our team. As a key member of our Client Service Associates, you will be the first point of contact for clients, providing exceptional customer service and ensuring a positive experience for all visitors to our office. Key Responsibilities: Reception Duties: Provide top-notch customer...

  • Senior Financial Operations Specialist

    23 hours ago

    Milwaukee, Wisconsin, United States TEKsystems Full time

    At TEKsystems, we're seeking a seasoned Senior Financial Operations Specialist to join our team in the Glendale Office in Milwaukee. This is an exceptional opportunity to leverage your financial expertise to drive business growth and excellence.The ideal candidate will possess a strong background in financial analysis, budgeting, and forecasting, with a...

  • Wealth Portfolio Manager

    3 days ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    The Wealth Portfolio Manager Family Office at Johnson Financial Group LLC is responsible for the construction, oversight, management, and execution of the investment portfolios for complex ultra-high net worth multi-family relationships.This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy,...

  • Senior Field Technical Support Specialist

    4 weeks ago

    Milwaukee, Wisconsin, United States Experis Full time

    Job Title: Field Technical Support Representative VExperis IT ManpowerGroup is seeking a highly skilled Field Technical Support Representative V to join our team in Wisconsin, USA. This is an onsite role that requires a strong technical background and excellent customer service skills.Job Summary:We are looking for a Senior Field Technical Support Specialist...

  • Wealth Portfolio Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job Title: Wealth Sr. Portfolio ManagerJob Summary:The Wealth Sr. Portfolio Manager is responsible for managing complex ultra-high net worth multi-family relationships, overseeing the construction, management, and execution of investment portfolios. This role requires strong communication skills to clearly convey portfolio performance and achievement of...

  • Wealth Portfolio Manager

    2 weeks ago

    Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full time

    Job Title: Wealth Portfolio ManagerOverview:The Wealth Portfolio Manager is responsible for the construction, oversight, management, and execution of investment portfolios for complex ultra-high net worth multi-family relationships. This role requires collaboration with the family team, including the Chief Investment Officer, Director of Wealth Strategy, and...

  • Wealth Planning Internship Opportunity

    3 days ago

    Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    At Robert W. Baird & Co., we're seeking a talented and ambitious individual to join our Wealth Planning Team as an Intern. This exciting opportunity will provide you with hands-on experience in the financial services industry, working closely with experienced professionals to develop your skills and knowledge.About the RoleAs a Wealth Planning Intern, you'll...

Field Shared Services Wealth Operations Senior Specialist

4 months ago

Milwaukee, United States Northwestern Mutual Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What you will do:

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD) function, which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.

This role resides in Field Shared Services as part of the Wealth Operations team. Wealth Ops provides investment operational support to advisors and Network Office teams to help them open and fund new investment accounts. The incumbent will play an important role delivering services for investment client on-boarding (ICOB) and experienced producer asset transfer, both of which are expanding and growing. This provides an exciting opportunity to be part of the development and evolution of the Wealth Ops service offerings

How you will do it:
  • 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.
  • Lead 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.
Bring Your Best What this role needs:
  • Bachelor's degree in business, finance or related field.
  • Minimum of three years of financial services experience with demonstrated knowledge and understanding of NM investment products, markets, technologies & services.
  • At least 1 year of experience with investment operations activities such as new account opening or transfers.
  • FINRA Series 7.
  • 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.
  • Strong consultation, organizational and communication skills including ability to establish rapport.
  • Strong analytical skills, problem solving, attention to detail and accuracy.
  • Proven ability to make sound judgments and decisions when faced with ambiguous situations.
  • Strong mentoring/coaching skills and the ability to lead development and training of junior team members.


Benefits:

Great pay package, 401K, company sponsored retirement plan, educational assistance, performance based incentive pay, medical, dental and vision insurance, parental leave, caregiver time off....and more

We are an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

We will offer reasonable accommodations

#LI-Onsite

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:
Series 7 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$59,150.00

Pay Range - End:

$109,850.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.