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Lead, Advisor Team — Investment Client Services

Job in Franklin, Milwaukee County, Wisconsin, 53132, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Position: Lead, Top Advisor Team — Investment Client Services
A leading financial services company seeks a Manager for the Top Advisor Team within Investment Client Services. This role involves strategic leadership, team development, and deep industry expertise to enhance advisor performance. The ideal candidate will have 7+ years in investment operations, a relevant bachelor's degree, and experience in managing complex projects. Candidates with FINRA Series 7 and 24 are preferred.

This position offers a competitive salary and robust benefits in a collaborative environment.
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