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Operations Associate

Operations Associate

Northwestern Mutual - GROW Wealth PartnersPittsford, NY, US
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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 and pride ourselves on fostering a collaborative and innovative culture.
  • GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance.
  • Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders.
  • With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.
  • GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG).
  • PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.

Please learn more about us at https :

  • / / www.growwealthpartners.com / .

    • Role Overview :

  • We are seeking a skilled, motivated, and experienced Operations Associate to join our team.
  • The successful candidate will be responsible for managing critical aspects of 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 within Investment Operations :

  • New Account Opening :
  • Facilitate the setup of new client accounts, ensuring accuracy and compliance with regulatory and company standards.
  • Collect and verify required documentation, ensuring adherence to KYC / AML guidelines.
  • Serve as a liaison between clients, advisors, and custodians to address inquiries and resolve issues related to account setup.

    • Portfolio Trading Support :

  • Coordinate and process portfolio trades, ensuring timely and accurate execution.
  • Monitor trade settlements and address discrepancies or trade breaks promptly.
  • Work closely with portfolio managers and trading desks to ensure efficient workflows.   Client Service :
  • Provide top-tier client support by addressing inquiries related to accounts, trades, and other operational matters.
  • Collaborate with advisors and internal teams to deliver seamless client experiences.
  • Troubleshoot and resolve client issues efficiently, maintaining professionalism at all times.   Asset Movement :
  • Process and monitor asset transfers, contributions, withdrawals, and wires with precision.
  • Ensure all asset movement transactions comply with internal policies and external regulations.
  • Proactively communicate with stakeholders to ensure transparency and accuracy in asset movement activities.

    • Key Responsibilities within Insurance Operations :

  • New Account Opening :
  • Pre-fill insurance applications / e-applications.
  • Review insurance applications, conversions, and policy changes for completeness & accuracy.
  • Arrange medical, paramedical and any exams necessary for underwriting.

    • Client Service :

  • Help financial representatives expedite the underwriting process and follow up on requirements with clients.
  • Responsible for obtaining the reporting requirements for issued policies.
  • Servicing of existing client policies including but not limited to beneficiary changes, bank account information changes, processing death claims or policy surrender.

    • Qualifications :

  • 2+ years of experience in investment operations, financial services, or a similar role.
  • Strong understanding of financial products, trading processes, and account operations.
  • Excellent analytical, problem-solving, and organizational skills.
  • Proficiency in financial systems and tools (e.g., custodial platforms, trading systems, and CRM software).
  • Exceptional communication skills, with the ability to work collaboratively across teams.
  • Must be able to pass a basic background screening for the securities industry.

    • Preferred Certification Requirements, but required post-employment :

  • Securities Industry Essentials (SIE) certification required.
  • Series 6 / 7 and Series 63 or 66 certifications required.
  • Life, Accident, and Health Insurance certification.
  • Bachelor’s Degree in Finance, Economics, Business, or a related field is preferred.
  • Why Join Us?
  • Opportunity to work with a dynamic and experienced team of professionals.
  • Opportunity to work for a firm that has been voted one of CNY's Best Places to Work for the last 3 years.
  • Competitive salary and potential performance-based bonuses.
  • Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services.
  • Comprehensive benefits package, including health insurance and retirement plans.
  • Profit sharing 401(k) opportunities.
  • Commitment to professional development and growth opportunities.
  • Opportunities for community / volunteer service and company matches of donations.
  • Hybrid remote policy.

    • Application Process :

  • Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements.
  • Applications will be reviewed on a rolling basis.
  • GROW Wealth Partners is an equal opportunity employer.
  • We celebrate diversity and are committed to creating an inclusive environment for all employees.
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