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Manager Field Shared Services Wealth Ops

Northwestern Mutual

Northwestern Mutual

United States
Posted on Thursday, July 4, 2024
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.


Field Shared Services - Wealth Operations is a growing team that provides operational investment support services to NM advisors. Wealth Ops continues to grow the volume of work produced and the number of financial representatives supported. To ensure optimal service, the Operations Manager plays a key role in leading the team to ensure quality deliverables are produced for subscribers within service level agreements, leads the team through change, and develops team members as services evolve and grow. Additionally, the Manager is accountable for measurement, reporting and achievement of Service Level Agreements with key business partners.

Primary Duties And Responsibilities

  • Leads the day-to-day operations of the area including proactively developing, recommending and implementing new procedures, ensuring goal attainment, and complying with applicable laws and regulations.
  • Manages and holds team accountable to Service Level Agreements (SLAs) established with key business partners; initially this will involve creating how SLAs are measured and reported.
  • Builds an effective team committed to meeting departmental and organization goals. Fosters collaboration and creates a strong morale and spirit while hiring, coaching and developing staff.
  • Provides direction and ensures that role/process documentation is created and maintained by team members.
  • Identifies process improvement opportunities and leads team in implementation to drive efficiency and capacity.
  • Assesses team capacity and when resource shifts or changes are warranted and makes recommendation to leaders.
  • Executes on the operational aspects of one or more of the home office sponsored programs/ initiatives related to the growth and viability of advisor practices, and maintains working knowledge of all supported by the team.
  • Assists with setting strategic direction, managing financial resources and developing the team’s annual operating plan.


  • Bachelor’s degree with emphasis on business, or other related areas.
  • Experience managing and developing professional level staff.
  • Demonstrated experience leading teams to implement repeatable, yet flexible documented approaches to executing work.
  • Ability to integrate workforce skill sets with work processes, structure, information flow and decision making.
  • Demonstrated ability to think and plan strategically to include ability to anticipate future consequences and trends accurately, broad knowledge and perspective; ability to articulate and paint credible pictures and vision of operational approaches.
  • Experience independently leading and executing complex projects with cross-departmental impact.
  • Strong organizational and communication skills are essential to success in the role, including excellent negotiation and persuasion skills.
  • Ability to integrate workforce skill sets with work processes, structure, information flow and decision making to enhance an operations environment.

Skills-Proficiency Level

Agile Methodologies - Intermediate

Analytical Problem Solving - Advanced

Business Development - Intermediate

Business Forecasting - Basic

Complex Negotiations - Advanced

Contract Management - Basic

Cross-Functional Partnerships - Intermediate

Customer Service - Advanced

Data Integrity - Advanced

Developing Standard Operating Procedures - Advanced

Employee Coaching - Advanced

Financial Analysis - Advanced

Financial Planning - Advanced

Handle Confidential Information - Expert

Influencing Without Authority - Intermediate

Operations Management - Advanced

Process Improvement - Advanced

Regulatory Compliance - Advanced

Robotic Process Automation - Basic

Workflow Optimization - Advanced

Compensation Range

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups