Investment Services Portfolio Manager

5 days ago


Franklin, Wisconsin, United States Northwestern Mutual Full time

Overview:

We are a leading financial services company committed to delivering exceptional investment operational support to our clients and field staff. Our team of professionals is dedicated to providing expert assistance in trading, management, and servicing functions associated with program advisory accounts.

Job Summary:

We are seeking an experienced Investment Services Specialist to join our team. As an Investment Services Specialist, you will work closely with our financial representatives and their staff in the field to deliver exceptional investment operational support. This role involves handling trade requests, resolving a variety of investment operations inquiries and escalations, and providing ongoing home office supervision and oversight of investment advisory accounts.

About Us:

Northwestern Mutual is a strong, innovative, and growing company that invests in its people. We care about making a positive difference and value our relationships with our clients, employees, and partners.

What You'll Do:

  1. Support trading, management, and servicing functions associated with program advisory accounts
  2. Handle trade requests, ensuring accuracy and efficiency in the trading process across various financial instruments
  3. Resolve a variety of investment operations inquiries and escalations from home office leaders, field staff, or other team members
  4. Provide ongoing home office supervision and oversight of investment advisory accounts to ensure supervisory integrity and compliance
  5. Promote client retention by identifying opportunities to strengthen existing relationships through timely and accurate operational processing and service quality

About You:

To be successful in this role, you should have a minimum of 4 years of customer service experience, with at least 2 years in trade analysis or a related role within the financial services industry. You should also have an in-depth understanding of investment or income products, including mutual funds, ETFs, equities, fixed income, and associated market dynamics. Advanced analytical and problem-solving skills, excellent verbal and written communication, attention to detail, and proficiency with trading platforms and financial software are essential for this position.

Salary:

The estimated salary for this position is between $44,310.00 and $82,290.00 per year, depending on factors such as your skills, education, training, credentials, and experience.

Benefits:

We offer a comprehensive benefits package, including flexible work schedules, concierge service, comprehensive benefits, employee resource groups, and more.



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