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About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management, and retirement distribution, fostering a collaborative and innovative culture.
GROW Wealth Partners is partnered with Northwestern Mutual, a leading financial services company providing financial planning, life insurance, disability insurance, and long-term care insurance. Established in 1857, Northwestern Mutual is known for its mutual company structure, prioritizing policyholders over shareholders. The company emphasizes personalized financial strategies, combining expert advisors with digital tools to help clients achieve financial security and growth.
GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG), an elite community of advisors and firms that tailor advisory strategies for optimal client outcomes.
Please learn more about us at https://www.growwealthpartners.com/.
Role Overview:
We are seeking a skilled, motivated, and experienced Investment Operations Associate to join our team. The successful candidate will manage client account operations, including new account opening, portfolio trading support, client service, and asset movement processing. This role requires excellent organizational skills, a client-first mindset, and the ability to thrive in a fast-paced environment.
Key Responsibilities:
1. New Account Opening: Facilitate setup, ensure accuracy and compliance, verify documentation, and serve as liaison between clients, advisors, and custodians.
2. Portfolio Trading Support: Coordinate trades, monitor settlements, address discrepancies, and work with portfolio managers for efficient workflows.
3. Client Service: Provide support, address inquiries, collaborate with internal teams, and resolve issues professionally.
4. Asset Movement: Process asset transfers, contributions, withdrawals, and wires, ensuring compliance and transparency.
Qualifications:
* 2+ years in investment operations or similar roles
* Understanding of financial products and account processes
* Strong analytical and organizational skills
* Proficiency with financial systems (custodial platforms, trading systems, CRM)
* Excellent communication skills and team collaboration
* Ability to pass securities industry background screening
Preferred Certifications (post-employment):
* Securities Industry Essentials (SIE)
* Series 6/7 and Series 63 or 66
* Life, Accident, and Health Insurance
* Bachelor’s in Finance, Economics, Business, or related field
Why Join Us?
* Work with a dynamic, experienced team
* Competitive salary and bonuses
* Comprehensive benefits including health and retirement plans
* Profit sharing 401(k)
* Professional development opportunities
* Hybrid remote policy
Application Process:
Submit your resume and cover letter. Applications reviewed on a rolling basis.
GROW Wealth Partners is an equal opportunity employer committed to diversity and inclusion.
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Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Management and Manufacturing
Industries
* Internet Publishing
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