Sentry Hill Financial Advisors, Northwestern Mutual
Senior Investment Operations Associate - Wealth Management
Sentry Hill Financial Advisors, Northwestern Mutual, Boston, Massachusetts, us, 02298
Senior Investment Operations Associate - Wealth Management
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Sentry Hill Financial Advisors, Northwestern Mutual provided pay range This range is provided by Sentry Hill Financial Advisors, Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $120,000.00/yr
Direct message the job poster from Sentry Hill Financial Advisors, Northwestern Mutual
Senior Investment Operations Associate – Wealth Management and Insurance Planning
The Senior Investment Operations Associate plays a critical role in supporting our wealth management team in delivering seamless and efficient investment services to our high-net-worth clients. This individual will oversee daily investment operations including trade execution, cash reconciliation, performance reporting, and client servicing. The role requires strong attention to detail, exceptional organizational skills, and the ability to work directly with firm leadership and advisory teams.
About our firm:
Sentry Hill Financial Advisors is a Boston-based advisory firm within the Northwestern Mutual Private Client Group, serving business professionals, business owners, and high-net-worth individuals across the United States.
We provide comprehensive, tailored financial planning and wealth management strategies that address complex needs around investing, tax efficiency, and multi-generational wealth protection.
Our firm values integrity, precision, and collaboration, and our team of advisors and specialists works closely to ensure every client receives personalized, high-quality service.
Rebalance investment portfolios on ENV2 and NetX360 trade platforms.
Monitor investment policy alerts and asset class drifts daily.
Monitor daily cash flow to ensure deposit and withdrawal needs are met.
Prepare and process all investment account paperwork.
Generate account information, performance reports, and presentation materials for client and prospect meetings.
Assist clients with asset movements, including deposits, distributions,overs, and transfers.
Provide timely responses to client inquiries and internal team requests.
Maintain accurate client records with detailed notes at every touchpoint.
Communicate with the home office to supply or obtain information as needed.
Maintain compliant electronic client files with an audit-ready record of operational actions.
Complete continuing education and firm trainings to maintain proper licenses.
Qualifications
FINRA SIE, Series 7, 63, and 65 and/or 66
licenses required.
Life, Accident, and Health Insurance
licenses preferred (must obtain within three months of hire).
5+ years’ experience in
investment operations or wealth management .
Proficient in Microsoft Office (Outlook, Word, Excel).
Growth Path This position offers significant professional growth within a leading private client advisory practice. The Senior Investment Operations Associate will gain deep exposure to portfolio operations, financial planning, client strategy, and practice management.
With strong performance and initiative, this role provides the opportunity to
become client-facing , take on
greater responsibility and title within the investment department , and
potentially manage a team .
Salary - $100,000-$120,000/year based on experience
Unlimited
Paid Time Off
401k with 3% match
Hybrid
Schedule – 2 days in the office, 3 days remote
Collaboration & Team Cohesion : Builds strong, supportive relationships and contributes to a close-knit, purpose-driven team environment.
Work Ethic & Accountability : Demonstrates reliability, commitment, and ownership of responsibilities; consistently delivers high-quality results.
Positive Attitude : Approaches each day with optimism, professionalism, and resilience; fosters an encouraging and productive workplace.
Open & Respectful Communication : Engages in honest, transparent, and considerate communication that strengthens trust and mutual respect within the team.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Administrative
Benefits
Medical insurance
Vision insurance
401(k)
Location Boston, MA
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Sentry Hill Financial Advisors, Northwestern Mutual provided pay range This range is provided by Sentry Hill Financial Advisors, Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $120,000.00/yr
Direct message the job poster from Sentry Hill Financial Advisors, Northwestern Mutual
Senior Investment Operations Associate – Wealth Management and Insurance Planning
The Senior Investment Operations Associate plays a critical role in supporting our wealth management team in delivering seamless and efficient investment services to our high-net-worth clients. This individual will oversee daily investment operations including trade execution, cash reconciliation, performance reporting, and client servicing. The role requires strong attention to detail, exceptional organizational skills, and the ability to work directly with firm leadership and advisory teams.
About our firm:
Sentry Hill Financial Advisors is a Boston-based advisory firm within the Northwestern Mutual Private Client Group, serving business professionals, business owners, and high-net-worth individuals across the United States.
We provide comprehensive, tailored financial planning and wealth management strategies that address complex needs around investing, tax efficiency, and multi-generational wealth protection.
Our firm values integrity, precision, and collaboration, and our team of advisors and specialists works closely to ensure every client receives personalized, high-quality service.
Rebalance investment portfolios on ENV2 and NetX360 trade platforms.
Monitor investment policy alerts and asset class drifts daily.
Monitor daily cash flow to ensure deposit and withdrawal needs are met.
Prepare and process all investment account paperwork.
Generate account information, performance reports, and presentation materials for client and prospect meetings.
Assist clients with asset movements, including deposits, distributions,overs, and transfers.
Provide timely responses to client inquiries and internal team requests.
Maintain accurate client records with detailed notes at every touchpoint.
Communicate with the home office to supply or obtain information as needed.
Maintain compliant electronic client files with an audit-ready record of operational actions.
Complete continuing education and firm trainings to maintain proper licenses.
Qualifications
FINRA SIE, Series 7, 63, and 65 and/or 66
licenses required.
Life, Accident, and Health Insurance
licenses preferred (must obtain within three months of hire).
5+ years’ experience in
investment operations or wealth management .
Proficient in Microsoft Office (Outlook, Word, Excel).
Growth Path This position offers significant professional growth within a leading private client advisory practice. The Senior Investment Operations Associate will gain deep exposure to portfolio operations, financial planning, client strategy, and practice management.
With strong performance and initiative, this role provides the opportunity to
become client-facing , take on
greater responsibility and title within the investment department , and
potentially manage a team .
Salary - $100,000-$120,000/year based on experience
Unlimited
Paid Time Off
401k with 3% match
Hybrid
Schedule – 2 days in the office, 3 days remote
Collaboration & Team Cohesion : Builds strong, supportive relationships and contributes to a close-knit, purpose-driven team environment.
Work Ethic & Accountability : Demonstrates reliability, commitment, and ownership of responsibilities; consistently delivers high-quality results.
Positive Attitude : Approaches each day with optimism, professionalism, and resilience; fosters an encouraging and productive workplace.
Open & Respectful Communication : Engages in honest, transparent, and considerate communication that strengthens trust and mutual respect within the team.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Administrative
Benefits
Medical insurance
Vision insurance
401(k)
Location Boston, MA
#J-18808-Ljbffr