Client-Focused Investment Operations Associate
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Analyst, Wealth Management
Point Wealth Management, a team within Northwestern Mutual, is seeking a detail-oriented Investment Operations Associate in Melville, NY. You will support advisors, process accounts and movements, and help ensure accurate client record-keeping.
The role offers growth through certifications and professional development in a collaborative, client-focused environment with opportunities to impact high-net-worth clients.
This role, Client-Focused Investment Operations Associate at Point Wealth, could be your next career step.
The position is based in Melville, NY, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Focused Investment Operations Associate role in the description above.
We appreciate your interest in this position.
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