Northwestern Mutual
A Wealth Operations specialist at Northwestern Mutual within Field Shared Services supporting advisors and Network Office teams by enabling investment client onboarding and experienced producer asset transfers to facilitate opening and funding investment accounts. The role sits in the Career Distribution function and focuses on delivering scalable operational services and evolving service offerings. This is a hybrid position based in downtown Milwaukee requiring three days onsite per week.
Headquarters
Milwaukee, Wisconsin, United States
Company Size
5001-10000 employees
Founded
1857
Northwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.
Americans' Finances are Improving - But Some Still Feel Behind and are Turning to Prediction Markets, Sports Betting and Crypto to Catch Up, According to Northwestern Mutual's 2026 Planning & Progress Study
3 days ago
Human Connection Over Machines: Americans Trust Advisors More Than AI for Financial Advice, Finds Northwestern Mutual's 2025 Planning & Progress Study
Aug 5, 2025
Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Northwestern Mutual.
Aug 12, 2025
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