Northwestern Mutual in Franklin, Wisconsin is seeking an Associated Person in their investment operations team. This role involves resolving inquiries, ensuring compliance, and maintaining fiduciary responsibilities. Candidates should possess a Bachelor's degree and have at least three years of e ...Read more

LEVI, RAY & SHOUP, INC is seeking an Investment Operations Senior Specialist for a contract position in Milwaukee, Wisconsin. In this role, you will support the delivery of tailored retirement income solutions by analyzing financial plans and collaborating with advisors. Candidates should have a ...Read more

Investment Operations Senior Specialist

Job Description

Codeworks, an LRS company, is seeking an Investment Operations Senior Specialist for a contract opportunity. Support the delivery and execution of retirement income solutions tailored to sophisticated advisor ...Read more

The Mom Project is seeking an Investment Operations Senior Specialist in Milwaukee, WI. This role requires a Bachelor’s degree and a minimum of 5 years of experience in financial services. You will assist financial advisors by executing retirement distribution services and supporting operationa ...Read more

ACA Group is seeking an ETF Specialist to join their client-focused institutional trading operation in Wisconsin. The position involves receiving and authorizing institutional orders while conducting daily reconciliations and metrics reporting. Candidates should have a Bachelor’s Degree and at ...Read more

Investment Operations Specialist

Our client in Milwaukee, WI is seeking an Investment Operations Specialist. This will be a hybrid position 1-year contract.

Assists team in executing on solutions that meet the complex needs of sophisticated practices, advisors, and/or firms. Co ...Read more