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Senior Investment Onboarding & Operations Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Northwestern Mutual Group
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 105000 USD Yearly USD 70000.00 105000.00 YEAR

Job Description & How to Apply Below

Northwestern Mutual in Milwaukee seeks an experienced Investment Operations professional to support the ICOB program within Wealth Operations. You will handle investment proposals, account paperwork, transfers, and related instructions with precision.

The role requires a Bachelor's in business/finance, 3+ years in financial services, 1 year in investment ops, and FINRA Series
7. Excellent communication and mentoring skills are valued.

This role, Senior Investment Onboarding & Operations Specialist at Northwestern Mutual Group, could be your next career step.

The following position is for a Senior Investment Onboarding & Operations Specialist with Northwestern Mutual Group.

Our group is growing, and we are hiring a Senior Investment Onboarding & Operations Specialist in Milwaukee, WI, United States.

This position is for the Senior Investment Onboarding & Operations Specialist role at Northwestern Mutual Group.

Position Requirements

10+ Years work experience
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