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Wealth Ops Field Specialist – Accounts Onboarding & Transfers

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Milwaukee is seeking a Senior Wealth Operations Specialist to support investment operations. The role involves creating proposals, managing account paperwork, and mentoring junior staff. Candidates should have a Bachelor's degree and at least 3 years of experience in financial services, including investment operations activities. Strong communication and analytical skills are essential, alongside a commitment to accuracy and efficiency in service delivery.
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