Wealth Ops Specialist: Investment Onboarding; Hybrid

Northwestern Mutual is seeking a detail-oriented professional to support investment client onboarding and wealth operations. You will prepare investment proposals, manage transfer processes, and coordinate with advisors to ensure timely account funding.

You will mentor teammates, conduct quality checks, and contribute to process improvements while applying strong financial knowledge and client-centric service. This hybrid role requires collaboration across field and home office teams.

The Wealth Ops Specialist:
Investment Onboarding (Hybrid) role at Northwestern Mutual Group is now open for applications in Milwaukee, WI, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Milwaukee, WI, United States.

This opportunity is part of our work in Management & Operations.

The advertised compensation is 57.000 - 85.000.