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Wealth Management Operations Associate Jobs in Illinois

Hightower

Legal Operations Associate

Chicago, IL · On-site

$80K - $90K/yr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Your Future Team The Legal Operations Associate will join Hightower's Legal Department and report ...

hightower

Legal Operations Associate

Chicago, IL · Hybrid

$75K - $85K/yr

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Your Future Team The Legal Operations Associate will join Hightower's Legal Department and report ...

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Wealth Management Operations Associate information

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Infographic showing various Wealth Management Operations Associate job openings in Illinois as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution.

Operations Associate

Vernon Hills, IL • On-site

Northwestern Mutual - Greater Chicago
See more jobs at Northwestern Mutual - Greater Chicagoexternal

Full-time

Re-posted 12 days ago

Job description

Job Title: Operations Associate – Wealth Management

Company: Integrative Wealth Advisors, Northwestern Mutual

Location: Vernon Hills, IL

Employment Type: Full Time

Position Overview: The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

  • Prepare, review, and submit new account paperwork, ensuring accuracy and completeness
  • Facilitate account openings across investment and insurance platforms  
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates  
  • Monitor and track the status of account applications and transfers, following up as needed  
  • Maintain organized and compliant client records and documentation  
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues  
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards  
  • Assist advisors and team members with administrative and operational tasks  
  • Identify opportunities to improve processes and enhance efficiency

Qualifications:  

  • Bachelor’s degree preferred (Finance, Business, or related field a plus) 
  • 1–3 years of experience in financial services, operations, or administrative support preferred 
  • Strong attention to detail and accuracy  
  • Excellent organizational and time-management skills  
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment  
  • Strong communication and problem-solving skills  
  • Proficiency in Microsoft O????ice (Excel, Word, Outlook); CRM experience is a plus

Preferred Skills:  

  • Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.)  
  • Understanding of basic investment and insurance products  
  • Experience working with custodial platforms What We Offer:  
  • Competitive compensation and benefits package  
  • Opportunities for professional development and growth  
  • Collaborative and supportive team environment  
  • Exposure to wealth management operations and client service

Benefits: $55,000-$65,000 depending on experience and licensing plus benefits