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Account Transfers Manager Jobs (NOW HIRING)

Raymondjames

Account Transfer Associate

Saint Petersburg, FL · Hybrid

$44K - $61K/yr

Summary The Account Transfer Associate is responsible for facilitating the external transfer of ... Works under to understand and effectively operate all customer management systems. * Works under ...

Social Leverage

Hands‑on experience with account transfers (ACATS), DTC settlements, and broker‑dealer ... Ability to manage multiple deliverables under deadline pressure, including weekend and off‑hours ...

Strategic Communications

Cloud Operations Lead

$130K - $200K/yr

... managed customers from contract handoff through onboarding, steady-state operations, renewal, account transfer, and offboarding. •      Lead customer-facing kickoff and transition ...

HUMMEL GROUP INC

Account Manager

Orrville, OH

The Account Manager is responsible for developing and maintaining relationships with existing ... Executes account transfer and rollover processing at the direction of the Financial Advisor.

BankWest

Financial Services Specialist

Pierre, SD · On-site

Works in CRM programs, including tracking sales activity, referrals, and results. Responds to ... transfers and any other daily account transactions. Follow up on ACH requests, distribution ...

First Bank

Commercial Banking Assistant

Newport Beach, CA · On-site

$22.25 - $27/hr

Work with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts * Transfer funds to ...

BankWest

Financial Services Specialist

Pierre, SD · On-site

Works in CRM programs, including tracking sales activity, referrals, and results. Responds to ... checks, account transfers and any other daily account transactions.Follow up on ACH requests ...

Socket.dev

Implementation Manager

Cincinnati, OH · On-site

Coordinates new account activations, account closings, account transfers and account changes ... Knowledge of fleet management is a plus. * Strong interpersonal skills and the ability to build ...

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Account Transfers Manager information

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$29.5K

$65.8K

$106K

How much do account transfers manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for account transfers manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the most commonly searched types of Account Transfers jobs?

The most popular types of Account Transfers jobs are:

What are popular job titles related to Account Transfers Manager jobs?

For Account Transfers Manager jobs, the most frequently searched job titles are:

Investment Operations Associate

Manhattan, NY • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$65K - $75K/yr

Full-time

Posted 22 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

Job description

The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio management functions and oversight of Investment Policy violations. This position requires strong analytical skills, attention to detail, a positive professional attitude, and ability to work in a team environment.
Responsibilities
  • Process or collaborate to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests.
  • Manage account maintenance and service requests including funds disbursements, account transfers.
  • Respond to registered representative administrative requests.
  • Process trade correction requests per approval from Agency Supervisor/Senior Investment Operations Associate.
  • Act as Liaison for FR NMIS needs, client service access, mutual fund access, and troubleshoot paperwork that is lost or processed incorrectly.
  • Compile meeting kits which include all materials needed for the approach, close, and delivery.
  • Conduct weekly status reports/summary of Financial Representatives supported.
  • Keeping appropriate notes of trade activity and handling other assigned administrative duties.
  • Interfacing with research departments, investment operations, and financial advisors.
  • Assisting the research department and investment operations when the market is closed.
  • Executing strategic asset allocation and/or investment changes.
  • Staying up to date on accounting and financial.
  • Providing administrative coordination with trading, operations, client service.
  • Overseeing Investment Policy Violations and keeping portfolios within allowable variance.
  • Processing trade corrections for both brokerage and advisory, if necessary.

Qualifications
  • Bachelor's degree or equivalent.
  • Strong interpersonal skills and a self-motivated.
  • 1-3 years working experience.
  • SIE and Series 7 preferred (or willing to obtain within 90-days).
  • Proficient in Microsoft Suite Programs (Excel, Word, Outlook, PowerPoint).

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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