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Investment Operations Associate Jobs in Minnesota

Cubesmart

Store Operations Associate

Bloomington, MN · On-site

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

RemX

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Global Tax Operations Associate | Saint Paul, MN 55107

Saint Paul, MN · On-site

$25 - $50/hr

Global Tax Operations Associate Location: Saint Paul, MN 55107 (Onsite) Schedule: Monday-Friday | 8 ... Securities, Investment, or Custody Operations * Strong attention to detail * Excellent ...

New

Grant-Shannon

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Client Relations & Operations

Minneapolis, MN · On-site

$60K - $75K/yr

Our client, a company that provides customized investment services to individuals, foundations/endowments, trusts, and retirement plans, is looking for a Client Relations and Operations candidate to ...

Foster Klima

Client Services & Ops Leader

Hopkins, MN · Hybrid

$95K/yr

An elite Financial Advisor affiliated with Foster Klima is seeking a Client Services & Ops Leader to lead the operational tasks for their personal practice, with a specialization in investment ...

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Investment Operations Associate information

See Minnesota salary details

$21.5K

$95.1K

$209.1K

How much do investment operations associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment operations associate in Minnesota is $95,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $115,100.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the most commonly searched types of Investment Operations jobs in Minnesota?

The most popular types of Investment Operations jobs in Minnesota are:

What are popular job titles related to Investment Operations Associate jobs in Minnesota?

For Investment Operations Associate jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Minnesota look for?

The top searched job categories for Investment Operations Associate jobs in Minnesota are:

What cities in Minnesota are hiring for Investment Operations Associate jobs?

Cities in Minnesota with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 2% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $95,074 per year, or $45.7 per hour.

Lead Operations Associate

Northwestern Mutual

Minnetonka, MN • On-site

$60K - $80K/yr

Full-time

Re-posted 23 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

166th of 311 rated insurance

Job description

About Vertex Capital Planning
At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.
Position Details
The LeadOperations Associateserves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This role's seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.
Responsibilities include but are not limited to:
  • Client service support: executing directives based on client needs
  • Manage client communication including correspondence, notes, files, and maintain compliant client records
  • Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
  • Underwriting management: schedule necessary medical exams, obtain pre-application information, prepare insurance applications, update client records, monitor applications in underwriting, and prepare policies for delivery
  • Investment operations: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities

Qualifications:
  • Bachelor's degree in finance or related field, preferred
  • Minimum 3 years of finance, client relations, financial operations and/or financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred

Performance Skills:
  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients

Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

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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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