Job Summary. Fortune 100 premier financial services organization – Northwestern Mutual – Aikens Financial - is seeking an Investment Operations Specialist, working with the Director of Investment Operations of the organization. The Investment Operations and Onboarding Specialist will work with two advisors to support the onboarding and servicing of new clients. The perfect candidate is self- motivated, possesses high attention to detail, exceptio...
Job Function. The Investment Specialist job is primarily focused on directly supporting and working with our Institutional clients/prospects and helping advisors at Abacus present investments to clients, with a special emphasis on our private market offerings. For existing clients, the Investment Specialist, will serve as the primary liaison between the client and the firm, handling most of the day-to-day. For prospects, the Investment Specialist...
Employee Applicant Privacy Notice. Who we are. Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We...
