Integrated Financial Planning Manager - Northwestern Mutual

Denver•Denver, CO

2d•Hybrid

About The Position

The Integrated Financial Planning Operations Manager leads the day-to-day people, administrative, workflow, and communication functions supporting the IFP team. The role helps create a consistent team member and advisor experience by overseeing onboarding and development, team operations, capacity and hiring coordination, process improvements, transitions, and ongoing communication. The manager serves as a central point of contact, keeps work moving across multiple priorities, and helps the team adopt changes effectively. This is a hands-on manager role combining people leadership with operational ownership. The successful candidate will work across team development, administrative execution, process improvement, advisor support, and communication while creating structure and consistency across the IFP operation. The position is full-time, exempt, and has a 40-hour work week. Compensation starts at $75,000 to $85,000 annually, based on experience. Remote work is available two days a week after 90 days of employment.

Requirements

Demonstrated experience coordinating people, processes, projects, or cross-functional work.
Strong proficiency with common Microsoft 365 tools and ability to learn internal systems and processes.
Ability to manage competing priorities and shifting day-to-day needs.
Comfort using data to evaluate capacity, staffing, and operational needs.
Strong written and verbal communication skills, organization, follow-through, and attention to detail.
Strong judgment when handling questions, escalations, and confidential team matters.
Strong interpersonal skills, including coaching and developing others, handling difficult conversations, and communication.
Collaborative, service-oriented approach with team members and advisors.
Forward-thinking mindset.

Nice To Haves

Two to five years of Northwestern Mutual experience, with proficiency in new client onboarding, Northwestern Mutual technology, and proprietary software (strongly preferred).
Experience in team leadership, people management, performance conversations, or a related function.
Experience working in financial services or a professional services environment.

Responsibilities

Lead onboarding and training for new team members, establishing clear expectations, resources, and support.
Guide ongoing performance and career development, including day-to-day coaching, monthly one-on-ones, and annual reviews.
Identify and coordinate special training topics and development opportunities for the team.
Lead team meeting rhythms, including scheduling and cadence, agenda development, facilitation, and follow-up.
Project manage process and workflow changes, helping the team understand, adopt, and sustain new ways of working.
Support new advisor training and development, including STA-related training and onboarding.
Oversee team schedules, PTO and coverage planning, and communication about day-to-day schedule changes.
Create, maintain, and distribute team materials and documents.
Monitor team capacity and productivity, using data analysis and forecasting of advisor activity, growth, and team member transitions to identify current and future staffing needs.
Facilitate advisor onboarding and offboarding, coordinating with team members to create a seamless experience.
Provide clear, timely internal team updates about priorities, changes, and operational needs.
Coordinate communications within Northwestern Mutual, including team updates, newsletters, and process changes.
Serve as a primary point of contact for advisor onboarding and offboarding communications.
Provide special-case consultation and escalation support for career advisors.
Act as a central point of contact for advisor questions, concerns, and operational needs, coordinating follow-up as needed.