Northwestern Mutual jobs in Minneapolis, MN - 107 jobs
Executive Assistant
Northwestern Mutual 4.5
Northwestern Mutual job in Edina, MN
KRM Generational Wealth Advisors is seeking a highly capable, detail-oriented Executive Assistant to support two senior partners in the firm. This role is mission-critical in ensuring the advisors' practices run smoothly, efficiently, and with exceptional client service.
The Executive Assistant will operate with a high degree of autonomy, managing complex schedules, preparing detailed meeting materials-often with short turnaround timelines-and serving as the primary liaison between the advisors, clients, and the operations support team. The ideal candidate thrives in a fast-paced environment, communicates proactively, and brings a high level of professionalism and accountability to every interaction.
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Responsibilities include but are not limited to:
Client Meeting & Case Preparation
Pulling and organizing financial plans and summaries
Preparing and assembling prep materials for client meetings
Updating CRM records and gathering historical meeting notes
Creating or coordinating insurance illustrations and policy summaries
Pulling investment reports, statements, and account summaries
Compiling outstanding action items from prior meetings
Preparing onboarding or service paperwork as needed
Ensuring all materials are accurate, complete, and ready ahead of meetings
Calendar, Communication, & Inbox Management
Manage complex advisor calendars with fluid, shifting schedules
Identify conflicts, proactively resolve overlaps, and communicate changes
Handle inbound client service emails and requests, resolving directly or delegating to appropriate internal departments
Serve as the primary communication bridge when advisors are unavailable or working outside the office
Communicate via advisors' preferred methods: phone call and text message for time-sensitive needs
Professionally communicate with clients to schedule, reschedule, and coordinate meeting logistics
Liaison to Operations & Support Teams
The Executive Assistant will serve as the central point of coordination between advisors and internal operational functions. Responsibilities include:
Delegating tasks directly to operations and service team members
Coordinating workflows and ensuring timely execution
Tracking delegated work to completion and confirming accuracy
Prioritizing incoming requests when multiple items compete for attention
Making informed decisions when advisors are unavailable
Holding team members accountable to timelines and standards
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Qualifications
1-3 years of administrative support experience
Financial services experience highly preferred
Prior experience within Northwestern Mutual strongly preferred
High proficiency in Microsoft Office Suite, CRM systems, and digital organization tools
Excellent written and verbal communication skills
Ability to operate independently with minimal direction
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Core Competencies
Exceptional organization and attention to detail
Proactive mindset with strong anticipation of advisor needs
High follow-through, reliability, and ownership of outcomes
Comfort navigating changing schedules and priorities
Professional client presence with strong interpersonal skills
Ability to manage high volume and urgency without overwhelm
Independent decision-making and problem-solving abilities
Emotional intelligence and diplomacy
Strong time management and prioritization skills
Confidence in holding others accountable respectfully and effectively
Compensation and Benefits
This is a full-time, salaried position based in our Edina, MN office. Compensation is competitive and commensurate with experience, with benefits available as part of the total compensation package.
About KRM Generational Wealth Advisors
KRM Generational Wealth Advisors helps clients plan, protect, and grow their wealth across generations. The firm is built on integrity, collaboration, and a commitment to excellence in every client interaction. KRM offers an environment where motivated professionals can grow their careers, learn from seasoned advisors, and develop the skills needed to build long-term, meaningful client relationships.
KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors 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.
$55k-74k yearly est. 14d ago
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FPS Associate
Northwestern Mutual-Twin Cities 4.5
Northwestern Mutual-Twin Cities job in Saint Paul, MN
Job DescriptionSalary: Starting at $23/hr
The FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients.
Roles and Responsibilities
Complete, submit, and track new account investment paperwork
Interpret and input client information into financial planning software
Complete trade tickets for submission to Operations department
Assist with service-related tasks for client investment accounts
Assign tasks to team members as tasks are requested
Create Investment Policy Statements for investment advisory accounts using Envestnet
Provide Morningstar reports for client portfolios
Tackle any other service and operational tasks that surface with help from teammates
Education Requirements and Qualifications
High School Diploma or equivalent required
2-year Associates degree preferred
1-3 years of industry experience preferred
Willing to obtain SIE, Series 6 and 63 Registrations
Ideal candidate would have:
Active Life, Accident & Health insurance license
Associate Financial Representative (AFR) contract
Bachelors degree in Business, Finance, and/or equivalent work experience
Active SIE, Series 6 and/or 7 and 63 Registrations
Competencies
Strong organizational and time management skills with the ability to set priorities and meet deadlines
Ability to embrace and adapt to changes in a dynamic environment
Strong attention to detail, with accuracy and reliability
Ability to thrive in a fast-paced environment
Strong customer service and relationship building skills
Ability to apply critical thinking skills for problem solving and analysis
Excellent written and verbal communication skills
Ability to work well within a team and individually
Committed to professional development (e.g. licensing, registration, designations) and on-going training
$23 hourly 7d ago
HR Performance Consultant
Thrivent Financial 4.4
Minneapolis, MN job
**DUTIES & RESPONSIBILITIES:** Maintains and applies current knowledge of employment laws and regulations and Thrivent policies and practices. Able to effectively balance risk mitigation with business objectives to develop recommendations and solutions. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Supports an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. May work with internal and external counsel in response to legal inquiries and matters. **QUALIFICATIONS & SKILLS:** 5-8+ years of progressive HR experience with significant employee relations experience Bachelor's Degree or equivalent experience In-depth understanding of Employee/Labor law, regulations, legal compliance requirements, trends, and newly-surfacing litigation/regulatory areas.Extensive knowledge and proficiency in internal investigation principles, managing difficult and sensitive employee situations, and conflict management. Excellent consultation and relationship management skills with the ability to seek out information and effectively coach and influence various levels of employees within the organization. Ability to work effectively and remain calm under pressure, manage multiple competing priorities, and adapt to changes in the work environment.problem-solving skills and critical thinking / evaluation skills. Demonstrated ability to research and interpret information to make recommendations and decisions. High degree of confidentiality, integrity, sensitivity, and discretion coupled with good judgement and decision-makings skills.Demonstrated strong written communication skills, including experience managing case notes and writing reports with detail and precision. Demonstrated ability to verbally communicate effectively to a diverse audience.3+ years experience working as an HR Business Partner or similar role- Experience working in a Product Operating Model environment.- Experience with WorkdayAt Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
#J-18808-Ljbffr
$63k-78k yearly est. 4d ago
Senior Associate, Private Equity Real Estate - Drive Deals
Thrivent Financial 4.4
Minneapolis, MN job
A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off.
#J-18808-Ljbffr
A leading financial services organization is seeking an experienced HR Business Partner with a strong background in employee relations to join their team in Minneapolis, Minnesota. The ideal candidate will bring 5-8+ years of HR experience, showcasing problem-solving skills and a deep understanding of employment law. This role demands excellent communication skills and the ability to balance legal compliance with business needs, supporting Thrivent's mission of helping individuals achieve their financial goals.
#J-18808-Ljbffr
$68k-86k yearly est. 4d ago
Legal Service Expert
Ameriprise Financial 4.5
Minneapolis, MN job
The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements.
Key Responsibilities
Legal Document Processing
* Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests.
* Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures.
* Maintain accurate and detailed record-keeping for all processed documents.
Legal Response Development
* Develop and maintain standardized legal response templates to ensure consistency and compliance.
* Respond to judicial requests promptly while adhering to internal corporate and legal policies.
Bankruptcy Document Management
* Handle all company-received bankruptcy documents with precision and confidentiality.
* Respond to courts within required timeframes and ensure accuracy in completed documentation.
Coordination and Communication
* Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies.
* Ensure compliance with legal requirements while safeguarding the confidential nature of all information.
Required Qualifications
* Bachelors degree or equivalent (4-years)
* 0-1 years relevant experience
Preferred Qualifications
* Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy.
* Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information.
* Possess a detail orientation
* Must be effective at working independently and part of a team, when required.
* Prior experience in reviewing and interpreting legal documents.
* Experience articulating legal requirements.
* Previous experience working as a legal assistant or paralegal, closely with courts and attorneys.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
$54.4k-74.8k yearly Auto-Apply 1d ago
Sr Doc Imaging Professional
Ameriprise Financial 4.5
Minneapolis, MN job
Document Operations delivers comprehensive document management services for all lines of business at Ameriprise Financial. Our team is responsible for the physical preparation, imaging, and indexing of documents to ensure accuracy, compliance, and timely processing in alignment with established service level agreements (SLAs) and workflow standards.
Role Summary
The Senior Document Imaging Professional plays a critical role in maintaining operational efficiency and supporting business objectives. This position requires exceptional attention to detail, strong organizational skills, and the ability to adapt quickly to fluctuating mail volumes and priorities. Team members work on-site daily in a fast-paced environment and are expected to demonstrate a positive, solutions-oriented mindset.
Key Responsibilities
* Prepare, scan, and index physical documents for digital workflows across multiple business units.
* Ensure all imaging and indexing activities meet quality standards and SLA requirements.
* Monitor and manage incoming mail volumes, adjusting priorities to maintain timely processing.
* Collaborate with internal teams to resolve discrepancies and maintain data integrity.
* Adhere to compliance and security protocols for handling sensitive client information.
Required Qualifications
* Strong attention to detail and accuracy in document handling.
* Ability to work efficiently under time constraints and adapt to changing priorities.
* Proficient in imaging systems and document management tools (training provided).
* Excellent communication skills and a collaborative approach to problem-solving.
* Commitment to maintaining a positive, professional attitude in a team-oriented environment.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $41,500-$57,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
SERVD Service Delivery
$41.5k-57.1k yearly Auto-Apply 27d ago
Regional Coordinator
Ameriprise Financial 4.5
Minneapolis, MN job
Serve as the principal support for an Ameriprise Financial Institutions Group Field Vice President (FVP) by providing all administrative functions of the region including, but not limited to, calendar management, travel management, meeting and conference coordination, and communication development. Provide day-to-day coordination and support of regional initiatives and project activities to ensure key tasks and deadlines are met. This position serves as a key liaison between the FVP, field advisors & staff, and cross-functional stakeholders, ensuring seamless execution of business priorities, communications, and operational processes. The ideal candidate is highly organized, proactive, and collaborative, with a strong ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
* Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email.
* Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement.
* Provide Event coordination and project management support on multiple business priorities and initiatives
* Manage and submit T&E reports; create and manage Monthly Newsletter.
* Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities.
* Monitor and report on key operational activities, identifying areas for improvement and supporting execution.
* Assist in tracking regional goals, initiatives, and performance metrics.
* General assistance with Advisor inquiries.
Required Qualifications
* Excellent written and verbal communication skills and strong client service orientation.
* Ability to manage multiple priorities in a fast paced environment with little or no supervision.
* Proficient with standard business software such as the Microsoft Office Suite of tools.
* Ability to maintain confidentiality and privacy.
* Ability to work with all level of employees and advisors.
* Ability to handle/maintain private and confidential information in an appropriate manner.
Preferred Qualifications
* Previous financial experience.
* Previous executive assistant experience.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $57,100-77,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
$57.1k-77.1k yearly Auto-Apply 1d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Northwesternmutual job in Minneapolis, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 35d ago
Annuity Sales Consultant
Ameriprise Financial 4.5
Minneapolis, MN job
The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs.
Key Responsibilities
* Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region.
* Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed.
* Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues.
* Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities).
* Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources.
* Build and maintain effective relationships with multiple departments, annuity carriers and key resources.
* Present solutions, tools, and resources via Teams/web conferencing.
* Use Salesforce as a territory management tool to track activity and manage pipelines.
Required Qualifications
* Bachelor's Degree or equivalent in a related field
* 5+ years of relevant experience in the financial services industry
* Active Series 6 or Series 7
* Active State securities registration (Series 63 or 66)
* Insurance licensed with life/health and variable lines or ability to obtain within 120 days
* Ability to work independently, collaborate with teammates and share standard methodologies
* Ability to influence others through consultative/solutions-based selling
* Effective verbal, written and interpersonal communication skills
* Ability to handle multiple assignments and meet deadlines in a fast-paced environment
Preferred Qualifications
* Previous experience as an annuity wholesaler or sales consultant
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
FPPS Wealth Management Solutions
$69.9k-94.4k yearly Auto-Apply 60d+ ago
Sr Business Systems Analyst-Tech (OIPA)
Ameriprise Financial 4.5
Minneapolis, MN job
Act as the liaison between the business and IT organizations to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements, problem solving and troubleshooting as part of a larger project team. Accountable for ensuring that clear, concise requirements have been captured. Participate in testing, drive issue resolution, support the implementation check-out process and develop all procedural documentation and manuals.
Key Responsibilities
* Gather, analyze, document and manage business and user requirements (both functional and non-functional) to effectively recommend technology solutions that best address the requirements. Identify potential solutions for the business and provide input to issues or risks (through solid knowledge of the business and user requirements). Identify project interdependencies and communicate requirement/scope issues and participate in driving them to resolution for inclusion in the functional specifications.
* Translate business and user requirements in to detailed system requirements for the IT organization and manage all changes to the source documents. Ensure appropriate bi-directional tracing of project modifications back to business and user requirements. Facilitate walk-through of project deliverables. Assist with the development of the testing strategy - plan thorough requirements testing.
* Demonstrate expert level knowledge in all systems, processes and data relating to the assigned business or project. Leverage domain expertise and analyst practice expertise to provide the most effective solutions to the business partners in the most efficient means possible. Select appropriate analysis techniques and tools (process modeling, use cases, etc.) for each project. Educate business partners on systems capabilities and the feasibility of developing specific solutions.
* Leverage technical knowledge and business acumen to manage effective working relationships with technology teams and business partners at management and end user levels. Work effectively in a team environment to ensure that solution delivery is on time, within cost estimates and meets business needs. Negotiate technical and non-technical solutions that both satisfy the business users and conform to the technical architecture. Prepare estimates of Business System Analyst work efforts for assigned projects.
* Complete all support documentation on assigned projects, including creating and updating all user and technical procedures/manuals, operational support documentation and archival of all related project documentation. Define and monitor all implementation tasks such as the production check-out process, including review of reports, data files and Online screens to ensure technical solutions perform according to the specifications and meet defined business requirements.
* Actively champion and contribute to the continuous improvement of business systems analysis best practices, using innovative ideas to increase effectiveness of the overall analyst organization. Provide subject matter expertise in areas including strategy/approach, requirements gathering, process modeling, use cases and other areas of expertise based on established business analysis tools and techniques. Proactively mentor others in the business analyst practitioner community.
Required Qualifications
* Bachelors degree in Computer Science, similar field, or equivalent work experience.
* Financial industry experience or life insurance/annuity experience required.
* 5-7 years of relevant experience required.
* 5+ years of demonstrated experience in business and functional requirements elicitation, translation and documentation.
* 5+ years using Jira or similar tool.
* Expert level analysis skills including ability to identify patterns, potential issues and then translate those into functional and test requirements.
* Expert level understanding of business functional areas and management issues as well as the IT organizations systems and capabilities.
* Knowledge of and ability to effectively use the appropriate modeling methodologies and tool-sets, requirements management methodologies and tool-sets, requirements visualization methods and tool-sets, and artifact versioning tools.
* Exceptional written and verbal communication skills.
Preferred Qualifications
* Experience working within a defined development life cycle methodology.
* Experience with writing use cases and test cases.
* Experience with business process modeling.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $91,600 - $123,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Technology
Line of Business
TECH Technology
$91.6k-123k yearly Auto-Apply 16d ago
Director of Investment Operations
Northwestern Mutual 4.5
Northwestern Mutual job in Minneapolis, MN
Job DescriptionSalary:
About Mila Wealth Management
Mila 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 recommendations
Process and track all new accounts
Coordinate execution of trades for brokerage and advisory accounts, and proactively manage asset movement
Monitor trades and verify funds
Implement initial and subsequent asset allocation trades
Participate in client meetings for financial or investment plan implementation when appropriate
Track potential rollover opportunities
Construct investment proposals with the Director of Investments for client meetings
Prepare client review materials and assist with investment audits for review meetings
Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc.
Provide high-quality client service and a concierge client experience
Optimize growth in both risk management and advisory wealth management businesses
Ensure NMIS and NMWMC compliance requirements are implemented and followed
Handle all incoming client service requests regarding client plans and accounts
Minimum Requirements
Minimum of 3 years of investment or financial services experience
Series 7 required
Securities 63 or 66 and Life & Health Insurance licenses
Strong knowledge of Envestnet and Morningstar platforms
Proven history of clean compliance record
Performance Skills & Attributes
Superior analytical, organizational, and written communication skills
Ability to thrive in a fast-paced, dynamic environment
Exceptional client focus, listening skills, and attention to detail
Strong interpersonal and follow-through abilities
Positive, punctual, and professional presence that uplifts team culture
Ability to multi-task, prioritize, and execute with precision
Mila 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.
$110k-148k yearly est. 23d ago
IT Staff Auditor
Ameriprise Financial 4.5
Minneapolis, MN job
Ameriprise Financial is looking to add an IT Staff Auditor to the team! The individual in this role will plan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities, present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations.
Key Responsibilities
* Execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. Present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes.
* Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations.
* Monitor and validate Management Action Plan status and recommend closure of Management Action
* Plans when actions are complete and identified deficiencies have been addressed.
* Coordinate with appropriate control groups in planning and executing assigned work. Complete work within established timelines. Proactively communicate/escalate challenges and roadblocks that impact ability to meet established timelines.
* Gather information and provide input into risk assessments in conformance with department standards.
Required Qualifications
* Bachelor's degree or equivalent
* 0-1 year of experience
* Strong communication skills
* Availability to travel
* Develop and practice basic audit skills and business knowledge
Preferred Qualifications
* Accounting or Finance degree
* CIA, CPA, CISA
* 0-2 years of experience
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $62,300 - $84,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
$62.3k-84.1k yearly Auto-Apply 28d ago
Lead Investment Operations Specialist
Northwestern Mutual 4.5
Northwestern Mutual job in Minneapolis, MN
At Legacy Capital Group, we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come.
Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as a Lead Investment Operations Specialist. This role serves as a primary link between our internal departments, corporate home office and the clients we serve. Successful completion of tasks and responsibilities by this individual would empower the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships.
Responsibilities include but are not limited to:
Provide business operations and administrative supportto a team of four financial advisors and support staff.
Open and track new investment accounts, prepare investment account paperwork for implementation, complete check deposit forms, manage client rollovers and track money transfers.
Review and update client specific documentation during the client onboarding process and throughout the life of the client
Serves as the teams knowledge advocate and go-to for internal software system enhancements, new products and compliance changes/opportunities.
Performance Skills:
High sense of urgency, attention to detail and exceptional organizational skillswith the ability to follow through and execute in a timely manner
Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes
Strong sense of initiative and autonomy
Has a team player mentality and attitude
Qualifications:
Bachelors degree in business, finance or related field preferred.
5+ years of industry experience in investment operations
SIE, Series 6 and Series 63 registrations, or equivalent
Legacy Capital Group is a marketing name for doing business as representatives of Northwestern Mutual. Legacy Capital Group 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.
$93k-136k yearly est. 29d ago
Software Engineer
Ameriprise Financial 4.5
Minneapolis, MN job
Be responsible for designing, coding, testing, implementing, maintaining, and supporting application software that is delivered on time and within budget. Work closely with customers, business analysts, technology, and project teams to understand business requirements, drive the analysis and design of quality technical solutions that are aligned with business and technology strategies, and comply with the organization's architectural standards. Provide technical guidance to the development team through the full software life cycle.
Key Responsibilities
Create low level design documents (including code samples/outlines) and detailed engineering specifications based on complex business, user, and non-functional (e.g., performance, reliability, balance, and controls) requirements. Write code that adheres to coding standards, procedures, and techniques. Maintain the integrity of existing program logic according to specifications.
Actively participate in the code review process to ensure development work adheres to standards and specifications (including peer review and code review external to team). Ensure the quality of work completed by vendor partners. Write and/or revise system design documentation and operations documentation to include providing required input into operation support manuals.
Unit test all code and programs prior to releasing them to quality assurance. Quickly resolve all unit test issues. Assist quality assurance in identifying test cases and creating/mining test data to enable a thorough test of all development deliverables. Respond to all inquiries and issues in a timely manner as developed code/program moves through the testing process.
Provide mentoring and direction to more junior members of the application development team. Influence the shaping of standards and tools. Provide governance oversight to ensure project adherence to development strategy, standards, policies, tools, and procedures. Guide the development team to consistently apply appropriate development principles and standards during all phases.
Work in partnership with the project team and business to fully understand project goals and requirements and use this knowledge to effectively plan and execute the development process. Participate in project design walkthroughs. Evaluate interrelationships between applications to determine whether a change in one part of the project would impact or cause undesirable results in related applications and design for effective interfaces between interrelated applications.
Improve the health of system assets by identifying enhancements to improve performance, reliability, and resource consumption. Track exceptions to standards (e.g. security gaps) to ensure they are addressed in a planful and timely fashion. Evaluate and troubleshoot root-cause analysis for production issues and system failures; determine corrective action(s) and propose improvements to prevent their recurrence.
Maintain up-to-date business domain knowledge and technical skills in software development technologies and methodologies. Provide input in the selection, implementation and use of development tools and best practices. Work effectively in a team environment to ensure that solution delivery is on time, within cost estimates and meets business needs.
Write code that adheres to coding standards, procedures, and techniques. Maintain the integrity of existing program logic according to specifications. Ability to code in Microsoft BI stack including SSRS/SSIS/Power BI and familiarity with Quicksight on AWS.
Support the application development process by providing backend database object creation and migration to production environments in Oracle and SQL server.
Analyze database requirements, perform logical and physical database design and manage installation tasks. Work in conjunction with developers and other DBAs to resolve database problems during application testing and implementation. Ensure design and implementation meet architectural standards, company guidelines and client requirements. #LI_DNI
Required Qualifications
Bachelors degree or equivalent in Computer Science, Engineering, or related field; or equivalent work experience.
5-7+ years of experience on data driven applications using Python, PowerShell and a major RDBMS (SQL Server, Oracle or PostgreSQL) or any combination thereof. Experience developing cross-platform applications using Microsoft BI stack.
4-6 years of experience in developing applications targeting a major cloud (AWS, Azure or GCP).
Proven knowledge of development tools such as Visual Studio, Git, SQL Server Management Studio, CICD/automation tools such as Jenkins, Ansible etc.
Experience writing automated unit tests in Python.
Demonstrable experience in SQL development which includes but not limited to writing views, stored procedures, functions.
Proven ability to write quality code by following best practices and guidelines.
Strong problem-solving, multi-tasking and organizational skills.
Good written and verbal communication skills.
Demonstrable experience of working on a team that is geographically dispersed.
Preferred Qualifications
Full-stack development experience using AWS Services.
Cloud Certification (AWS, Azure, GCP).
Knowledge of UNIX/LINUX shell scripting
Experience with AI/MLOps.
Proven ability to successfully translate client/business needs into software designs.
Proven analytical and business skills to reconcile conflicting objectives and find/design acceptable compromises within existing limitations.
Understand and apply both current technical solution elements (specific tools, components, and frameworks) and abstract elements (algorithms and architectures).
Effectively apply technology/engineering knowledge-base to multiple and evolving programs and languages.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $104,900 - $141,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Technology
Line of Business
TECH Technology
$104.9k-141k yearly Auto-Apply 23d ago
FI Trading Strategist
Ameriprise Financial 4.5
Minneapolis, MN job
This role will assist in the development and refinement of analytical tools and processes to identify relative value trade ideas to assist advisors in managing their individual bond portfolios. Will learn third party models and tools used to develop investment ideas and strategy recommendations to advisors. Will present fixed income portfolio strategies to advisors and provide guidance and consulting. With guidance, position will translate the strategic economic views of the firm to actionable portfolio recommendations.
Key Responsibilities
Assist in the development and refinement of analytical tools and processes to identify relative value trade ideas within the fixed income markets.
* Identify relative value opportunities and trade ideas to assist advisors create and manage their individual bond portfolios.
* Distribute field facing quantitative fixed income periodicals and client/advisor educational materials.
* Learn third party models and tools used to develop investment ideas and strategy recommendations to Advisors.
* Leverage quantitative/technical skills to help develop scalable portfolio solutions.
* Present fixed income portfolio strategies and recommendations to advisors.
* Articulate complex fixed income concepts in a manner that is understood by varied audiences.
* Provide fixed income guidance and consulting to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account.
* With guidance, understand translate the strategic economic views of the firm, IRG (Investment Research Group), our quantitative analyst and the trading desk into actionable portfolio recommendations that are aligned with the Firms' overall outlook.
* Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG (Investment Research Group) and marketing.
* Analyze contents of existing competitor's proposals and portfolio reporting to create portfolio recommendations from the firm's perspective.
* Assist fixed income product specialists with call volume and proactive outreach when needed.
Required Qualifications
Bachelor's degree or equivalent experience.
* 3+ years of relevant experience.
* Active Series 7.
* Active Series 63/66.
* Demonstrated knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products.
* Thorough understanding of fixed income regulatory issues.
* Ability to build strong partnerships & relationships and coach and influence appropriately, excellent written, verbal & presentation skills.
* Established understanding of fixed income portfolio management concepts.
* Strong math, quantitative skills and thought leadership.
* Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures.
* Strong proficiency in Excel.
Preferred Qualifications
* Experience with Bloomberg.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $66,000 - $91,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
CLEAR Clearing
$66k-91k yearly Auto-Apply 31d ago
Receptionist/Administrative Support
Northwestern Mutual 4.5
Northwestern Mutual job in Edina, MN
The responsibility of the Receptionist/Administrative Support position is to serve as the primary contact for customers and policy owners as they call and enter the office and to assist with administrative work for financial representatives in the office.
Specific responsibilities include but will not be limited to:
Reception
Greet visitors and direct them appropriately
Answer, screen, and record telephone calls
Maintain telephone system and agency directory
Train new personnel on how to use the phone system
Process incoming and outgoing mail; deliver outgoing mail to Post Office
Maintain the reception area
Make copies, send, and distribute faxes and maintain copy and fax machines
Maintain inventory and order office supplies as needed
Answer basic policy owner/policy benefit questions
Complete and/or assist with projects as assigned by the Office Manager/Director of Operations
Cross-train in other support roles
Advisor Support
Preparing insurance submissions
Tracking cases through underwriting and completing tasks necessary for the underwriting decision
Limited client communications: medical exam coordination, collection of outstanding information
Opening investment accounts
Completing financial transactions
Creating templated financial plans and other illustrations
Support implementation and adoption of technology and workflows
Manage data and workflows within the client relationship management (“CRM”) software
Communicating with multiple new reps and other stakeholders regarding operational issues and development opportunities
QUALIFICATIONS
It is recommended that the Receptionist/Administrative Support position have the following qualifications:
Basic computer and Microsoft Office experience
Multi-line phone experience preferred
Filing skills
Customer service experience strongly preferred
Ability to handle detailed work with high degree of accuracy
Excellent interpersonal skills
Experience in problem-solving
High level of organizational skills
Excellent written and oral communication skills
Professional office skills
Ability to take independent action to make sound decisions
Ability to multi-task
Ability to be flexible and open-minded.
Ability to work effectively with people at all levels
$33k-38k yearly est. 8d ago
Investment and Planning Associate
Northwestern Mutual 4.5
Northwestern Mutual job in Minneapolis, MN
As a wealth management firm, we create clarity for our clients so they can do all the things that matter most, with the people who matter most. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences, and services for a lifetime of financial security.
The Investment and Planning Associate is responsible for overseeing a wide range of investment management services provided to clients. This role specializes in investment operations, planning, and client service. The Investment Operations Associate maintains effective communication with clients and internal stakeholders to provide transparent and regular reporting on investment operations. This role is critical to a memorable client experience and overall efficiency of the practice. This position is located in the Northwestern Mutual Edina District Office, located at 3600 Minnesota Dr, Suite 600 Edina, MN 55435.
Responsibilities include but are not limited to:
Open and track new investment accounts
Assist clients with service on existing investment account maintenance
Prepare and process investment/advisory paperwork for implementation
Manage asset movement, including deposits, withdrawals, transfers, rollovers, Roth conversions, trades etc.
Track potential rollover opportunities
Oversee the financial planning software output, (PX/RD Plans), and build client recommendations.
Prepare and review performance reports in Envestnet, Morningstar and broker dealer software, etc. prior to client meetings
Participate in client meetings for financial or investment plan implementation when appropriate
Manage client communication including correspondence, notes, files, and maintain compliant client records
Keep up to date on software system enhancements, new products & services, and compliance changes/opportunities
Maintain a high level of professionalism while handling confidential and sensitive information
Maintains own personal CE credits and certification, knowing when your licenses expire
Participate in learning opportunities
Qualifications:
Bachelors degree preferred
Licensure: Series 7 and 63, or ability to gain licensing within 3-6 months of employment
2+ years of experience in the financial services industry, or 1+ years of Northwestern Mutual experience Client Resource Management experience preferred
Performance Skills:
High sense of urgency, attention to detail, and exceptional organizational skills
Excellent oral and written communication skills
High degree of initiative and autonomy
Demonstrates ability to maintain effective working relationships within the firm and its clients
Benefits
Base Salary Range: $60,000-$70,000 (depending on qualifications)
Medical, dental, and vision benefits available
401k Match
Reimbursement for licenses, designations, and continuing education
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at
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$60k-70k yearly 5d ago
Associate Network Engineer
Ameriprise Financial 4.5
Minneapolis, MN job
Provide systems administration (implementation, management and operational support) and technical expertise for assigned systems, including provisioning, installing, configuring, tuning, operating, and maintaining systems hardware and software and the related infrastructure. Provide technical research, system planning and improvement to enable continuing innovation within the infrastructure and technical services. Perform troubleshooting and solving of complex hardware and software problems as they relate to assigned systems.
* This is a US 2nd-shift role, Tues-Sat, 1:30pm-10pm CST.
Key Responsibilities
* Maintain, monitor and manage assigned hardware and/or software systems, to include execution and/or oversight of vendors for the following: establish and maintain network and user environments, storage and security, and/or end-user computers and other computer peripherals; install and configure software, systems and updates as needed; install, configure and administer server hardware and software, peripherals, services, settings, directories, storage, etc. per standards and requirements.
* Provide level-2 support for assigned systems. Serve as an escalation point for specific assigned area of expertise, field technical support questions and issues from end-users, and independently provide solutions or collaborate with vendors to resolve issues. Perform troubleshooting and diagnosis for system failures. Recommend and implement fixes/improvements to prevent recurrence. Instruct users in the correct use of equipment or software as required.
* Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners.
* Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners.
* Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs. Ensure appropriate reaction and resolution to issues. Create, implement, and maintain monitoring and reporting processes (including ensuring appropriate updates, status reports, and usage/performance data is available on an ad hoc and regular basis).
* Analyze, research, recommend and implement innovative approaches to system administration tasks with a focus on automation, error reduction and improvements to service. Regularly and proactively evaluate production issues to identify needs, issues or gaps and implement solutions to improve performance and overall health of the environment.
* Perform daily backup operations, ensure all required file systems and systems data are successfully backed-up to the appropriate media, recovery tapes or disks are created, and media is managed in accordance with established best practices. #LI_DNI
Required Qualifications
* Associate degree or equivalent.
* 3-5 years of relevant work experience.
* 3-5+ years of increasingly complex and sophisticated systems administration experience. Tech skill-set/experience will vary by position.
* 2-3+ years of problem/incident management and troubleshooting experience within a technology operations environment.
* 3+ years of broad systems experience in several of the following IT areas: servers, networking, security, database, web hosting, desktop, capacity planning, and performance analysis (using tools such as jprobe, junit, TPM, etc.).
* Advanced F5 Experience in the following: LTM; GTM; APM; and ASM, Developing iRules.
* Palo Alto Firewall experience.
* DNS - troubleshooting experience.
* Proven analytical and problem-solving abilities.
* Experience installing and maintaining server hardware and peripherals.
* Knowledge and design experience with virtualized systems (LPARs, WPARs, VMs, Containers, etc.).
Preferred Qualifications
* Preferred certifications: ITIL Foundation.
* Working knowledge of LAN/WAN network infrastructure: cabling, switches, routers and hubs, and acceleration/de-duplication devices.
* Experience writing scripts in one or more of the following administrative languages: a shell, Tk, Perl, VBScript, python.
* Broad knowledge in some of the following networking areas: Routing, Switching, Security, Firewalls, SASE, Proxy, AWS networking, Azure Networking.
* Conceptual knowledge in some of the following IT areas: servers, database, web hosting, capacity planning, and performance analysis, Virtualized systems, Containers.
* Confident and comfortable taking the lead by establishing command and control during troubleshooting or recovery scenarios.
* Strong communication and organizational skills with the ability to handle numerous projects simultaneously with great attention to detail, urgency, focus and discipline - to include coordinating the work others and ensuring outcomes meet expectations.
* Strong analytical and problem solving skills, with proven ability to collect and present meaningful system statistics and other metrics.
* Experience with Automation (Ex.: Ansible, Terraform).
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $74,800 - $100,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Technology
Line of Business
TECH Technology
$74.8k-100k yearly Auto-Apply 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Northwesternmutual job in Woodbury, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.