Operations Manager

Job description

Northwestern Mutual- Monroe is seeking a highly organized, detail-driven Operations Manager who will specialize in the continuous improvement and optimization of our office. This person will be responsible for driving continued focus on client service and experience, systems, processes, and technology integrations. The role involves working with the firm’s current team to ensure vision alignment, execution of our strategic initiatives, and ensuring collaboration to service our clients. The ideal candidate will possess a high degree of proactiveness, attention to detail, and be organized and self-sufficient. This candidate will need to balance multiple priorities on an ongoing basis.

Essential duties:

• Manage a broad variety of professional operational tasks related to client policies, processes and systems for optimizing efficiencies, and overall technology integration
• Create and document SOPs for compliant ways of working
• Support team members by delegating tasks and streamlining approval processes
• Manage workflow of office
• Research, develop, and implement an office redesign plan by collaborating with other key stakeholders internally and externally
• Utilize various systems to run reports and create a dashboard for office performance and ongoing projects
• Must be proactive, go-getter and have a growth mindset
• Effectively build relationships and rapport with the team and leaders to be an effective change agent to implement new processes and structures
• Give exceptional customer service by helping clients where you can and escalating issues when appropriate
• Participate and help lead weekly and monthly team meetings and available trainings

Qualifications:

• 3+ years of experience in Administrative or Customer Service Leadership, big plus if in the financial services and/or insurance or investment industry.
• Ability to get Insurance and/or Investment licenses in the future (company sponsored)
• Experience in creating processes, systems and implementing change management for a small team to optimize performance
• Strong experience utilizing various computer systems (Microsoft Office, CRM, databases, etc) and excellent typing and accuracy skills

Compensation and Benefits:

• Base salary for $50,000-$60,000 commensurate with experience
• Bonus compensation for individual and firm accomplishments
• Health, Vision, and Dental Insurance available
• Retirement plan with match
• Hybrid schedule- typically 3 days in office, 2 days work from home

Growth Path

This person will have the ability to grow into the Director of Operations and potentially oversee other staff with strong performance.

Who we are.

• Unsurpassed Financial Strength, Financial Ratings the highest in any industry
• Fortune’s 2021 Worlds Most Admired Companies, #1 in our class
• Top 5 Independent Broker-Dealer
• Ranked 90 on the esteemed 2020 FORTUNE 500 list
• $400 million donated through the NM Foundation
• 455,000 hours donated toward Children’s Cancer Research
• Countless volunteer hours toward initiatives in the Greater Houston area
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

Competencies:

Action Oriented.
Enjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others

Drive for Results.Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results

Interpersonal Communication.Relates well to all kinds of people; ability to gain trust and successfully build relationships with others; orientation toward teamwork; builds appropriate rapport; uses diplomacy and tact; can navigate critical conversations. Strong ability in both writing and verbal communication.

Prioritization. Spends his/her time and the time of others on what's is most important and effective; understands how to use time strategically and set aside distractions; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus with self and team

Good Judgement/Ability to Make Decisions.Makes better decisions than most. Ability to combine personal qualities with relevant knowledge and experience to form opinions and make decisions. Listening well to others with undivided attention understanding what is and is not said. Seeking relevant and diversity information not validation.

Confidentiality. Keeps personal, managerial and organizational information safe, does not gossip, is trustworthy, keeps information about individuals, the group and organization private.

Detail Oriented.Paying close attention to all of the small particulars when working on tasks or projects. Completing assignments as flawlessly as possible before moving to the next task. Submitting projects with high quality and little to no errors.

Positivity. Processing information with an optimistic outlook. Understanding that work and life can be challenging and approaching these challenges with determination vs. defeat.

Ability to give and receive feedback. Giving and receiving input that may be positive, negative or neutral and is always useful to the receiver. Provides recipients with insight or suggestions that positively contribute to desired outcomes.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Monroe, MI 48161 (Preferred)

Work Location: Hybrid remote in Monroe, MI 48161