Northwestern Mutual

Northwestern Mutual

Wealth Operations Sr Specialist (Hybrid)

Milwaukee, WI Corporate · Senior

Sponsorship not specifiedDetected 26 days ago
Customer SupportLeadershipCommunicationCritical ThinkingMentoring

About the role

  • This includes analyzing discrepancies related to plans, initiating corrective action, and providing counsel and information to subscribers and home office cross-functional teams.
  • It's why we share the salary range for most of our roles.
  • However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process.

Requirements

  • 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.
  • Series 7 required.
  • 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.
  • Ability to assist in both team and cross-functional team projects and process improvements.

Skills

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  • Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

Compensation

  • Pay Range - Start:
  • Pay Range - End:
  • Geographic Specific Pay Structure:
  • It's why we share the salary range for most of our roles.

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.