Director of investment operations jobs in United States
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Northwestern Mutual · 7 hours ago

Director of investment operations

positionLapeer, MI
timeFull-time
remoteOnsite
seniorityLead/Staff

Northwestern Mutual is a leading financial services company dedicated to providing financial clarity and security through comprehensive, people-first financial planning. They are seeking a Director of Investment Operations to oversee the operational strategies and day-to-day functions of the investment operations team, focusing on managing efficiency, leading team members, and enhancing client satisfaction.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Eric Cassabon, CFP®, CLU®, ChFC®, CASL®, RICP®,
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Responsibilities

Managing operations efficiency
Leading and mentoring team members
Improving processes
Analyzing financial data
Ensuring exceptional client service
Achieving operational goals
Enhancing client satisfaction

Qualification

Analytical SkillsCustomer ServiceTeam ManagementOperational Tools ProficiencyInvestment License

Required

Proficient Analytical Skills for interpreting complex financial data, solving problems, and driving data-informed decisions
Proven Team Management abilities to lead, mentor, and cultivate team collaboration for achieving key objectives
Exceptional Customer Service skills to build strong relationships and enhance client satisfaction
Proficiency in operational tools, reporting systems, and best practices in the financial and investment sectors
Investment licensed

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase