What are the responsibilities and job description for the Director of Operations position at Northwestern Mutual?
2 days ago Be among the first 25 applicantsDirect message the job poster from Northwestern MutualFinancial Advisor | Helping professionals establish their financial future through strategic and integrated planning Position Overview : As the Director of Operations , you will play a critical role in managing and optimizing the day-to-day operations of a growing financial advisory practice. This position requires strong organizational skills, attention to detail, and the ability to handle multiple tasks efficiently. You will be responsible for overseeing administrative functions, managing client communications, coordinating the advisor’s schedule, and conducting market research to support business growth.Key Responsibilities : Email Management : Monitor, organize, and respond to client and business emails in a timely and professional manner.Calendar & Scheduling : Manage the advisor’s calendar, schedule client meetings, and coordinate appointments to ensure optimal time management.Market Research : Conduct research on industries and businesses within the target market (e.g., professional services, real estate, trades, e-commerce, manufacturing, agriculture, technology, medical services, and franchises) to identify new opportunities.Client Support : Assist with client onboarding, follow-ups, and general inquiries to enhance the client experience.Operational Efficiency : Implement and refine processes to improve workflow, efficiency, and client service.Business Development Support : Assist in prospecting efforts by gathering intelligence on potential clients and competitors.Qualifications : Strong organizational and time-management skillsExcellent written and verbal communicationProficiency in email and calendar management tools (e.g., Outlook, Google Suite, CRM systems)Ability to conduct market research and analyze dataExperience in financial services or a related field is a plusThis role is ideal for a proactive and detail-oriented professional who thrives in a fast-paced environment and is passionate about supporting business growth.Seniority level DirectorEmployment type Part-timeJob function Management and Manufacturing#J-18808-Ljbffr
