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Investment Operations Associate

Northwestern Mutual
Northwestern Mutual Salary
Red Bank, NJ Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 3/8/2025

*Must be within 45 minutes of Red Bank, New Jersey*


Company Description

Northwestern Mutual is a financial services company dedicated to helping families and businesses achieve financial security for over 160 years. With a focus on insurance and investments, we provide a personalized digital experience and leading-edge technology to guide our clients towards their financial goals. Northwestern Mutual delivers financial security to over 4.5 million people through various insurance and investment products.


Role Description

This is a full-time on-site role for an Investment Operations Associate at Northwestern Mutual in Red Bank, NJ. The Investment Operations Associate will be responsible for day-to-day tasks related to managing Financial Advisor's investment portfolios, processing transactions, reconciling accounts, and supporting the leadership team and financial advisors.


  • Liaison between Northwestern Mutual clients and our Investment Services team, outreach, follow ups, scheduling and tracking.
  • Knowledge of investment operations, insurance, financial services, financial advisory and asset management.
  • Experience in client relations management transactions and reconciling accounts.

•  Prepare or collaborate with others on the creation of client plans aligned with planning best practices and assumptions.

  • Experience with risk product illustrations, proposals, Investment Policy Statements, etc
  •  Experience with existing plans, in-force ledgers and if applicable Morningstar, NMCIR, current Investment Policy statement, performance reports and marketing materials
  • Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests, etc


Qualifications

  • Life and Health licensed. SIE and Investment Series 7 licensing preferred.

•  2 years' experience within Finance industry.

• 2 years' experience within Client Services.

  • Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others. 
  • Proficiency in Microsoft Excel and financial software.
  • Excellent attention to detail and organizational skills.
  • Ability to work effectively in a fast-paced environment.
  • Bachelor's degree in Finance, Business, Economics, or related field.

Salary : $50,000 - $65,000

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