Director of Investment Operations at Northwestern Mutual

Job DescriptionJob DescriptionSalary: About Mila Wealth ManagementMila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully aligning their wealth with purpose, values, and adventure.Our team combines deep technical expertise with a concierge-level client experience. We deliver personalized financial planning, investment advisory solutions, retirement income strategies, education funding, and holistic risk management all grounded in our philosophy of clarity, confidence, and coordination.We are seeking a Director of Investment Operations to lead the day-to-day execution of our investment platform, ensuring precision, compliance, and excellence in every client interaction. This key role reports directly to our Director of Investments and collaborates closely with our advisory and planning teams.This position is based in our Minneapolis or Milwaukee office and follows a hybrid schedule of 34 in-office days per week, fostering collaboration, mentorship, and connection across our dynamic team.Responsibilities include but are not limited to:Oversee and ensure accurate preparation of necessary paperwork to implement recommendationsProcess and track all new accountsCoordinate execution of trades for brokerage and advisory accounts, and proactively manage asset movementMonitor trades and verify fundsImplement initial and subsequent asset allocation tradesParticipate in client meetings for financial or investment plan implementation when appropriateTrack potential rollover opportunitiesConstruct investment proposals with the Director of Investments for client meetingsPrepare client review materials and assist with investment audits for review meetingsRun performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc.Provide high-quality client service and a concierge client experienceOptimize growth in both risk management and advisory wealth management businessesEnsure NMIS and NMWMC compliance requirements are implemented and followedHandle all incoming client service requests regarding client plans and accountsMinimum RequirementsMinimum of 3 years of investment or financial services experienceSeries 7 requiredSecurities 63 or 66 and Life & Health Insurance licensesStrong knowledge of Envestnet and Morningstar platformsProven history of clean compliance recordPerformance Skills & AttributesSuperior analytical, organizational, and written communication skillsAbility to thrive in a fast-paced, dynamic environmentExceptional client focus, listening skills, and attention to detailStrong interpersonal and follow-through abilitiesPositive, punctual, and professional presence that uplifts team cultureAbility to multi-task, prioritize, and execute with precisionMila Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Mila Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.