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Investment Operations Specialist at Northwestern Mutual, Charlotte. Are you a dynamic and knowledgeable professional looking for a fulfilling career in financial planning? Northwestern Mutual in Charlotte invites you to join our team as an Investment Operations Specialist. In this role, you'll play a crucial part in our office, collaborating with financial representatives to provide comprehensive financial security to clients through innovative planning. We're seeking an intuitive individual to enhance our team, and here's how you can make an impact: Key Responsibilities: <ul> <li>Facilitate the opening and funding of investment accounts, along with managing investment service requests.</li> <li>Create Investment Reports, incorporating client review documents, financial reports, and financial plan updates.</li> <li>Develop Investment Plans/Proposals for clients, showcasing your expertise from scratch or through necessary updates.</li> <li>Illustrate investment products based on advisor recommendations.</li> <li>Utilize tools like NetX360, ENV2, Mutual Fund companies, and internal systems to compile investment proposals.</li> <li>Provide swift support through Microsoft Dynamics 365 tasking and email.</li> <li>Collaborate with Home Office support services to ensure advisors receive top-quality assistance.</li> <li>Maintain compliant electronic client files and offer continued advisor support.</li> <li>Deliver investment sales kits, including complex proposals, reports, and portfolio allocations.</li> <li>Assist subscribers in maintaining portfolio allocations for Northwestern Mutual's signature series accounts.</li> <li>Provide real-time insight and analysis during case consultations to aid in advisor case preparation, situations, and solutions.</li> <li>Analyze client financial situations and portfolios to develop and implement comprehensive plans aligned with client goals.</li> </ul> Compensation: <ul><li>Salary range: $45,000 - $60,000, plus an annual retention bonus. Salary range is based on licensure at time of hire and obtaining them during your tenure. </li></ul> Qualifications: <ul> <li>Life, Accident &amp; Health insurance licenses (Preferred).</li> <li>SIE, Series 6 or 7, and 63 Preferred or Willing to Obtain.</li> <li>Associate Financial Representative Contract.</li> <li>Bachelor’s Degree in business, finance, and/or equivalent work experience.</li> <li>1-3 years of financial planning experience (Preferred).</li> </ul> Competencies: <ul> <li> Driven for Results: Consistently exceeds goals, bottom-line oriented.</li> <li> Strong Interpersonal Communication: Builds relationships, navigates critical conversations with diplomacy.</li> <li> Prioritization: Focuses on what is most important and effective, eliminates roadblocks.</li> <li> Good Judgement: Makes better decisions, seeks relevant information.</li> <li> Confidentiality: Keeps information safe, trustworthy.</li> <li> Service Oriented: Anticipates client needs, provides excellent relational service.</li> <li> Detail Oriented: Pays close attention to all details, submits high-quality work.</li> </ul> Benefits: <ul> <li>Support for insurance and financial licensing, SIE, Series 6 or 7, Series 63, CFP®, and more.</li> <li>401K 100% match up to 3% </li> <li>Medical, Dental, Vision, Life Insurance, and Disability Income Insurance.</li> <li>Maternity/Paternity Leave</li> <li>18 Days PTO.</li> </ul> About Northwestern Mutual: For over 165 years, Northwestern Mutual has been helping clients live their lives through comprehensive and innovative financial planning. Join us and be a part of a Fortune 100 company, recognized for diversity, admired for financial soundness, and committed to LGBTQ+ equality. Ready to take your career to the next level? Join Northwestern Mutual - where your success is our priority! Job Type: Full-time Pay: $45,000.00 - $60,000.00 per year Benefits: Dental insurance, Health insurance, Life insurance, Paid time off, Professional development assistance, Retirement plan, Vision insurance, 401K Plan w/ 3% Match Physical setting: Office Schedule: Monday to Friday Supplemental pay types: Bonus pay Ability to commute/relocate: Charlotte, NC 28211: Reliably commute or planning to relocate before starting work (Required) Experience: Financial/Investment Experience: 1-2 years (Preferred, not required) License/Certification: Series 6, 7, 63 and/or SIE (Preferred, not required), Life and Health (Preferred, not required) Work Location: In-Office in Charlotte, NC 28211

Northwestern Mutual

Investment Operations Specialist

Open to remote. However, if local to one of our corporate office, it will require hybrid schedule (Milwaukee/Franklin: 3 days onsite; NYC: 2 days onsite)Position Overview:We are looking for a Databricks Developer with a strong background in Python, SSIS, ETL processes, PL/SQL, and data integration to design, develop, and maintain data pipelines and ETL workflows. The ideal candidate will have hands-on experience with Databricks, a deep understanding of data integration techniques, and a solid foundation in unit testing. This role requires a detail-oriented individual who thrives in a fast-paced environment and is passionate about delivering high-quality data solutions.Key Responsibilities:<ul> <li> Databricks Development: <ul> <li>Design and implement scalable data pipelines and workflows using Databricks.</li> <li>Optimize performance of Databricks notebooks and clusters.</li> <li>Develop and maintain Databricks-based ETL processes.</li> </ul> </li> <li> Python Programming: <ul> <li>Write Python scripts for data manipulation, transformation, and analysis.</li> <li>Integrate Python code with Databricks notebooks and workflows.</li> </ul> </li> <li> ETL Processes: <ul> <li>Design, develop, and manage ETL processes to handle large volumes of data.</li> <li>Implement data cleansing, transformation, and loading strategies.</li> </ul> </li> <li> PL/SQL Development: <ul> <li>Write and optimize PL/SQL procedures, functions, and queries.</li> <li>Perform database operations, including data extraction and transformation.</li> </ul> </li> <li> Data Integration: <ul> <li>Integrate data from various sources, ensuring data accuracy and consistency.</li> <li>Implement solutions for data synchronization and consolidation.</li> </ul> </li> <li> Data Pipelines: <ul> <li>Design, develop, and maintain robust data pipelines for real-time and batch processing.</li> <li>Monitor and troubleshoot data pipeline issues to ensure reliable data flow.</li> </ul> </li> <li> Unit Testing: <ul> <li>Develop and execute unit tests for data integration and ETL processes.</li> <li>Ensure that data solutions meet quality standards and business requirements.</li> </ul> </li> </ul>Requirements:<ul> <li>Education: Bachelor’s degree in Computer Science, Engineering, or a related field. Advanced degree preferred.</li> <li>Experience: Minimum of 6+ years of experience in Databricks development, Python programming, and ETL processes.</li> <li> Technical Skills: <ul> <li>Proficiency with Databricks, Python, PL/SQL ,SSIS and ETL frameworks.</li> <li>Strong experience in developing and managing data pipelines and integration solutions.</li> <li>Knowledge of data warehousing concepts and best practices.</li> <li>Experience with unit testing frameworks and methodologies.</li> </ul> </li> <li> Soft Skills: <ul> <li>Strong analytical and problem-solving skills.</li> <li>Excellent communication and collaboration abilities.</li> <li>Ability to work independently and as part of a team in a fast-paced environment.</li> </ul> </li> </ul>Preferred Qualifications:<ul> <li>Certifications in Databricks, Python, or related technologies.</li> <li>Experience with SSIS, able to read and understand packages</li> <li>Familiarity with data visualization tools and methodologies.</li> </ul>#LI-Remote Compensation Range: Pay Range - Start: $102,060.00Pay Range - End:$189,540.00 Geographic Specific Pay Structure: 210 - Structure 110: 112,280.00 USD - 208,520.00 USD&amp;#xa;210 - Structure 115: 117,390.00 USD - 218,010.00 USDWe believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> to learn more.Job Posting End Date:09/30/2025The timeline for this job posting may be shortened or extended based on organizational needs.Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!Northwestern Mutual is an <a href="https://www.northwesternmutual.com/equal-employment-opportunity-policy/" target="_blank">equal opportunity employer</a> who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Data Engineer Sr

Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience <ul> <li> Asset &amp; Income Protection</li> <li> Education Funding</li> <li> Investment &amp; Advisory Services</li> <li> Trust Services</li> <li> Retirement Solutions</li> <li> Business Needs Analysis </li> </ul>Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: <ul> <li> Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience </li> <li> Build personalized, holistic financial plans tailored to every client’s unique needs </li> <li> Manage your client’s financial plans to help them achieve their goals </li> <li> Grow relationships with clients to support them through every stage of life </li> </ul> Training, licensing &amp; designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation &amp; Benefits <ul> <li> Performance-based earnings and revenue 1 :</li> <ul> <li> A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) </li> <li> Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) </li> </ul> <li> Additional income structure to support training and early development </li> <li> Renewal income earned for continued client support and policy management </li> <li> Bonus programs and expense allowances </li> <li> Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li> <li> Certified Financial Planner® licensing support 2 </li> <li> Fully company-funded retirement package and pension plan </li> <li> Competitive and comprehensive medical, vision, and dental plans </li> <li> Life Insurance and Disability Income Insurance </li> <li> Parental benefits at every stage of family planning </li> </ul> Qualifications You could be right for this opportunity if you have: <ul> <li> Bachelor’s degree </li> <li> Entrepreneurial ambitions to be a business owner </li> <li> History of success in relationship-building or client-facing roles </li> <li> Excellent time-management skills </li> <li> Desire for continuous learning and collaboration </li> <li> Proficient critical thinking skills </li> <li> Strong communicator </li> <li> Strong sense of motivation and drive </li> <li> Legal authorization to work in the US without sponsorship </li> </ul>Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. <ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. </li></ul>1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

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