Field Shared Services Wealth Operations Senior Specialist role at Northwestern Mutual, responsible for delivering investment operational support to advisors and Network Office teams.
Requirements
- 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
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Relocation Assistance
