Field Shared Services Wealth Operations Senior Specialist
Northwestern Mutual
About this role
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.
Skills
Qualifications
About Northwestern Mutual
northwesternmutual.comNorthwestern 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.
Recent company news
Northwestern MutualAmericans' 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
Northwestern MutualHuman Connection Over Machines: Americans Trust Advisors More Than AI for Financial Advice, Finds Northwestern Mutual's 2025 Planning & Progress Study
Aug 5, 2025
Northwestern MutualNorthwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Aug 12, 2025
Northwestern MutualHow Northwestern Mutual Works to Earn Clients’ Trust by Prioritizing Privacy
Oct 2, 2025
Northwestern MutualOnly half of American millionaires plan to leave an inheritance - and just one-third consider themselves "wealthy," according to Northwestern Mutual Planning & Progress Study
Nov 4, 2025
About Northwestern Mutual
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Northwestern Mutual.
Salary
$60k – $129k
per year