Director of Operations - Northwestern Mutual

Denver • Lakewood, CO

1d • Onsite

About The Position

The Director of Operations oversees daily operations, including the operations team members. This team member leads and develops the operations team, hires/trains/onboards new team members, runs practice management and workflow and HR tasks (payroll, benefits, team meetings, etc.). Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley, Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 17 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, generosity, and joy, and we live these values in everything we do. Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings. A Longwise team member has the following characteristics: Grit, Vulnerability, Entrepreneurial Spirit, Passion, and Generosity.

Requirements

• 2 Years as Senior Associate or 4 years related experience
• CO Health & Life, Series 7 and Series 63 are completed
• Proof successfully hired & developed other associates

Responsibilities

• Develop and implement operational policies and procedures to improve efficiency, accuracy, and client satisfaction
• Assess and streamline SOPs/Consistence/Efficiency
• Oversee day-to-day ops, including managing workflow, monitoring client requests, and ensuring compliance with regulatory requirements for operational tasks
• Collaboratively work with Lead Advisors on operational and client needs, including calendar management and delegation of tasks through their emails
• Management and leadership of client service, including staffing, training and development of new team members
• Developing a team of ops associates
• Implement operational policies and procedures for Longwise
• Liaison between advisors and operations associates to make decisions on operational activities (make sure things are running smoothly) and setting goals
• HR duties: Benefits, Payroll, Schedules for Traction/Trips/Retreats, Compensation (Advisor Compensation, Profit Share, Bonuses)
• Consistent knowledge of NM, where we are at, any new updates/changes, compliance updates, associate builder, town hall attendance, etc.
• Identify areas for process improvement and implement changes to streamline operations and increase profitability
• Run the hiring/team onboarding process and help team with interviews, job descriptions, etc.

Benefits

• $10,200 annual stipend for health, dental, and vision insurance
• Profit Share eligibility with a 6-12 month waiting period, depending on when hired
• Cash component and a Long-Term Incentive component to the compensation plan (typically ranges from 15-40% of your base salary in cash awards)
• 60% LTDI, up to $7,000/m
• $250 annual physical wellness stipend
• 3.5% 401k match
• Unlimited PTO after 2 years of service
• Many other benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees