Growing private wealth management dedicated to helping clients build meaningful financial lives through thoughtful planning, disciplined investment management, and exceptional service.
As our firm continues to grow, we're looking for an Investment Strategy & Portfolio Associate who is excited to build a long-term career in wealth management and investment strategy.
This role is more than investment operations—it is an opportunity to become a key contributor to the firm's investment philosophy, portfolio management process, and future growth. Working alongside our Director of Investments & Planning and Investment Committee, you'll help research investment opportunities, improve portfolio management processes, and support the implementation of sophisticated investment strategies for our clients.
At the same time, you'll become cross-trained in investment operations, allowing you to provide critical support during periods of increased client activity while helping ensure the firm operates efficiently and seamlessly.
This is an outstanding opportunity for someone who enjoys combining analytical thinking with execution, values continuous learning, and wants to grow into a highly respected investment professional.
What You Will Do
Support the Investment Committee
● Partner with the Director of Investments & Planning on strategic investment initiatives.
● Prepare investment research, meeting materials, and supporting analysis for Investment Committee discussions.
● Evaluate investment opportunities including:
○ Separately Managed Accounts (SMAs)
○ Alternative investments
○ Private Equity offerings
○ Option strategies
○ New portfolio solutions and investment platforms
● Monitor market trends and investment research.
● Track Investment Committee initiatives and help ensure projects move forward efficiently.
● Assist with implementation of approved investment strategies across client portfolios.
Help Shape the Future of Portfolio Management
● Support projects that improve how the firm manages and serves its growing book of business.
● Assist with portfolio reviews, reporting, and investment analysis.
● Help identify opportunities to improve consistency, scalability, and operational excellence.
● Create reports and dashboards that provide meaningful investment insights.
● Participate in strategic projects that strengthen the firm's long-term investment capabilities.
Support Investment Operations
● Become proficient in the firm's investment operations processes.
● Provide operational support during periods of increased client activity.
● Assist with account maintenance, money movement requests, and investment workflows when needed.
● Work closely with our Investment Operations team to ensure exceptional client service.
● Help improve workflows and identify opportunities for greater efficiency.
Improve Technology & Processes
● Leverage technology to improve reporting, workflows, and investment operations.
● Help document standard operating procedures and best practices.
● Maintain accurate investment records and internal documentation.
● Support automation initiatives that allow advisors to spend more time serving clients.
Collaborate Across the Firm
● Partner with advisors, planners, operations professionals, and leadership.
● Communicate proactively and effectively with team members.
● Manage priorities independently while keeping leadership informed.
● Contribute to a culture built on professionalism, collaboration, accountability, and continuous improvement.
Who You Are
You are someone who:
● Loves solving complex problems.
● Is naturally curious about investing, markets, and financial planning.
● Enjoys both strategic thinking and executing on details.
● Takes ownership and follows projects through to completion.
● Thrives in a collaborative environment.
● Is highly organized and dependable.
● Has exceptional attention to detail.
● Learns new technology quickly.
● Communicates professionally and confidently.
● Can manage multiple priorities without sacrificing quality.
● Looks for ways to improve systems rather than simply maintain them.
● Is motivated by continuous professional development and lifelong learning.
Qualifications
Required
● Minimum of three years of experience in wealth management, financial planning, investment operations, investment management, or a related financial services role.
● Series 7 license (or willingness to obtain within an agreed-upon timeframe).
● Series 66 (or equivalent securities registration).
● Strong understanding of investment products and portfolio management principles.
● Excellent analytical, organizational, and problem-solving skills.
● Strong written and verbal communication abilities.
● Exceptional attention to detail.
● High level of ownership, professionalism, and accountability.
● Proficiency with Microsoft Office and financial technology platforms.
Preferred
● Progress toward—or commitment to pursuing—a professional designation such as CFP®, CFA®, CIMA®, CPWA®, or another investment-related credential.
● Experience supporting investment committees or portfolio management teams.
● Familiarity with Separately Managed Accounts (SMAs), alternatives, options strategies, and advanced investment solutions.
● Experience working in a comprehensive wealth management or Northwestern Mutual environment.
What Excellence Looks Like
Success in this role means:
● Investment Committee initiatives are thoughtfully prepared and efficiently executed.
● Portfolio management processes become increasingly scalable and consistent.
● Advisors receive timely, accurate investment support.
● Investment operations continue to run smoothly during periods of high activity.
● Projects are completed with precision and professionalism.
● Technology and workflows become more efficient over time.
● Team members trust your judgment, responsiveness, and follow-through.
● Clients ultimately benefit from stronger investment processes and exceptional service.
Why Join our Firm?
We believe our people are our greatest investment.
You'll join a collaborative team that values curiosity, professionalism, continuous learning, and genuine relationships. We believe in developing future leaders by providing meaningful work, opportunities for professional growth, and exposure to every aspect of a sophisticated wealth management practice.
If you're looking for a role where you can build deep investment expertise, contribute to strategic decision-making, and grow alongside an expanding advisory firm, we'd love to meet you.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where every team member can thrive.
Pay: $70,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Experience:
- Financial analysis & modeling: 3 years (Required)
License/Certification:
Work Location: In person
