Director of Investment Operations

About Mila Wealth Management

Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully - aligning their wealth with purpose, values, and adventure.

Our team combines deep technical expertise with a concierge-level client experience. We deliver personalized financial planning, investment advisory solutions, retirement income strategies, education funding, and holistic risk management - all grounded in our philosophy of clarity, confidence, and coordination.

We are seeking a Director of Investment Operations to lead the day-to-day execution of our investment platform, ensuring precision, compliance, and excellence in every client interaction. This key role reports directly to our Director of Investments and collaborates closely with our advisory and planning teams.

This position is based in our Minneapolis or Milwaukee office and follows a hybrid schedule of 3-4 in-office days per week, fostering collaboration, mentorship, and connection across our dynamic team.

Responsibilities include but are not limited to :

• Oversee and ensure accurate preparation of necessary paperwork to implement recommendations
• Process and track all new accounts
• Coordinate execution of trades for brokerage and advisory accounts, and proactively manage asset movement
• Monitor trades and verify funds
• Implement initial and subsequent asset allocation trades
• Participate in client meetings for financial or investment plan implementation when appropriate
• Track potential rollover opportunities
• Construct investment proposals with the Director of Investments for client meetings
• Prepare client review materials and assist with investment audits for review meetings
• Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc.
• Provide high-quality client service and a concierge client experience
• Optimize growth in both risk management and advisory wealth management businesses
• Ensure NMIS and NMWMC compliance requirements are implemented and followed
• Handle all incoming client service requests regarding client plans and accounts

Minimum Requirements

Performance Skills & Attributes

Mila Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Mila Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.