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Chief Operating Officer

Chief Operating Officer

Northwestern MutualMinnetonka, MN, US
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About the Firm

Vertex Capital Planning, a Forbes-recognized financial planning firm, and Northwestern Mutual - Minnetonka operate together under one powerful mission : to deliver exceptional financial planning while cultivating a high-performing advisor development system. These two interconnected business verticals are fueled by a culture of excellence, vision, and execution.

As both firms scale rapidly, we are seeking a Chief Operating Officer (COO) to serve as the second-in-command to founder Brady Lindemann. This is a unique opportunity for a seasoned operations leader to step into an entrepreneurial, people-first environment and bring vision to life through systems, accountability, and strong team leadership.

Responsibilities include, but are not limited to :

Operations Oversight Across Two Business Verticals

  • Vertex Capital Planning (Financial Planning Practice)

Manage workflow operations related to the client sales cycle, onboarding, and ongoing service

  • Oversee business development systems and joint work advisor coordination
  • Provide strategic leadership working in direct collaboration with the Director of Operations
  • Northwestern Mutual Minnetonka (Advisor Recruitment & Development)

    • Oversee personnel and operations of the advisor recruiting and development functions

  • Day to day management of the talent acquisition team, with accountability to recruiting activity goals and contracts.
  • Maintain performance visibility into under-five-year advisors, while not leading their development directly

    • Strategic People Leadership

  • Lead, coach, develop, and support a growing team of 9–12 employees across both verticals
  • Help structure roles, manage accountability systems, and ensure alignment with firm-wide objectives, key results, and performance goals
  • Act as the internal face of the business—highly visible, highly trusted, and highly reliable

    • Executive Collaboration with Brady Lindemann

  • Attend a weekly strategic meeting to align on priorities, discuss escalated issues, and report on key initiatives
  • Act independently in alignment with Brady’s vision, taking initiative to drive results and solve problems utilizing resources
  • Serve as a trusted point of contact for people, systems, and operational problem-solving

    • Organizational Infrastructure & Systems

  • Partner with a fractional HR leader on onboarding, compensation, team experience, and performance management
  • Oversee operational aspects of finance and profitability tracking
  • Own and refine the systems and processes that keep both business units running at scale

    • Required Qualifications

  • 5+ years of leadership experience overseeing people and systems
  • Proven track record of navigating both big-picture strategy and day-to-day execution
  • Thrives in fast-paced, high-accountability environments
  • A strong communicator who can translate vision into action—and ambiguity into clarity
  • High EQ and high ownership : ability to lead with maturity, composure, and an all-in attitude
  • Work in financial services, advisor development, or a multi-vertical business is preferred

    • Vertex Captial Planning is a marketing name for doing business as representatives of Northwestern Mutual. Vertex Capital Planning 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.

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    Chief Operating Officer • Minnetonka, MN, US

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