Senior Investment Operations Associate - Wealth Management

Senior Investment Operations Associate - Wealth Management

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Sentry Hill Financial Advisors, Northwestern Mutual provided pay range

This range is provided by Sentry Hill Financial Advisors, Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00 / yr - $120,000.00 / yr

Direct message the job poster from Sentry Hill Financial Advisors, Northwestern Mutual

Senior Investment Operations Associate – Wealth Management and Insurance Planning

The Senior Investment Operations Associate plays a critical role in supporting our wealth management team in delivering seamless and efficient investment services to our high-net-worth clients. This individual will oversee daily investment operations including trade execution, cash reconciliation, performance reporting, and client servicing. The role requires strong attention to detail, exceptional organizational skills, and the ability to work directly with firm leadership and advisory teams.

About our firm :

Sentry Hill Financial Advisors is a Boston-based advisory firm within the Northwestern Mutual Private Client Group, serving business professionals, business owners, and high-net-worth individuals across the United States.

We provide comprehensive, tailored financial planning and wealth management strategies that address complex needs around investing, tax efficiency, and multi-generational wealth protection.

Our firm values integrity, precision, and collaboration, and our team of advisors and specialists works closely to ensure every client receives personalized, high-quality service.

• Rebalance investment portfolios on ENV2 and NetX360 trade platforms.
• Monitor investment policy alerts and asset class drifts daily.
• Monitor daily cash flow to ensure deposit and withdrawal needs are met.
• Prepare and process all investment account paperwork.
• Generate account information, performance reports, and presentation materials for client and prospect meetings.
• Assist clients with asset movements, including deposits, distributions,overs, and transfers.
• Provide timely responses to client inquiries and internal team requests.
• Maintain accurate client records with detailed notes at every touchpoint.
• Communicate with the home office to supply or obtain information as needed.
• Maintain compliant electronic client files with an audit-ready record of operational actions.
• Complete continuing education and firm trainings to maintain proper licenses.

Qualifications

Growth Path

This position offers significant professional growth within a leading private client advisory practice. The Senior Investment Operations Associate will gain deep exposure to portfolio operations, financial planning, client strategy, and practice management.

With strong performance and initiative, this role provides the opportunity to become client-facing , take on greater responsibility and title within the investment department , and potentially manage a team .

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Administrative

Benefits

Location

Boston, MA

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