Skip to content

Financial Planning Operations Manager

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

What you will do:

Provide services and support to advisors and Network Office teams. To ensure optimal service, play a key role in leading the team to ensure quality deliverables are produced within service level agreements, lead the team through change, and develop team members as services evolve and grow. Deliver outstanding business performance by pursuing process excellence on behalf of our employees, field, and clients. Serve as people manager and subject matter expert for team's processes.

How you will do it:


  • Responsible for people leadership for the operations team, including selection and onboarding, employee development, performance management, engagement, team planning and management of service levels.
  • Directs the work of the team to ensure resources are fully allocated.
  • Develops team members through mentorship and training.
  • Serves as an escalation point for non-standard team issues.
  • Participates in setting and implementing division/departmental policies and procedures as they apply to the team.
  • Cultivates an environment of trust and communication to support operational improvements, back-up opportunities across job duties and job duty changes.


  • Leads the day-to-day operations of the area including proactively developing, recommending and implementing new procedures and ensuring goal attainment.
  • Measures, analyzes, and evaluates existing processes, collects data to identify root causes and identifies improvement opportunities. Uses process improvement tools, techniques, and technology to determine potential impact and opportunities to provide additional value to the organization.
  • Recommends and implements improvements to the work processes by identifying technical and service gaps and working with others to seek solutions with a focus on impacts to subscribers and the business.
  • Develops methods to monitor and control redesigned processes to find opportunities for ongoing improvements.
  • Problem solves to remove obstacles while considering the long-term impact of solutions. Works collaboratively with teams within Shared Business Services as well as cross-functional teams to assess and implement solutions.
  • Demonstrates highly empathetic, customer-centric service while aiding others in their learning and execution of transformational activities. Customer may include the field.

Bring Your Best! What this role needs:

  • Bachelor's degree in business or related field.
  • Minimum of 2 years of operations management experience where proven leadership skills, working with diverse teams, supervision, coaching and proactive problem solving were demonstrated. Includes experience leading and developing office staff, professional level staff and managing contingent workforce relationships.
  • Experience with leading and implementing process improvements, including experience with Agile or Lean methodologies and project management.
  • Strong organizational and communication skills are critical to success in the role.
  • Ability to integrate workforce skill sets with work processes, structure, information flow and decision making to enhance an operations environment.


Great pay package, 401K, company sponsored retirement plan, educational assistance, performance based incentive pay, medical, dental and vision insurance, parental leave, caregiver time off….and more!

Skills-Proficiency Level:
Agile Methodologies - Basic
Analytical Problem Solving - Advanced
Complex Negotiations - Basic
Cross-Functional Partnerships - Basic
Customer Service - Advanced
Data Integrity - Expert
Developing Standard Operating Procedures - Advanced
Employee Coaching - Advanced
Financial Planning - Intermediate
Handle Confidential Information - Expert
Influencing Without Authority - Basic
Operations Management - Intermediate
Process Improvement - Advance
Workflow Optimization - Advanced


This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in C alifornia, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

Please note: Any wages or wage ranges listed directly on a specific job requisition or posting will supersede corresponding wage ranges listed within Pay Transparency Guide linked above.​


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.