Operations Associate

Operations Associate

Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life. We are recognized by Barron's, Forbes, and Denver Business Journal as one of the top wealth management firms in the country, managing over $1.5 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and seek ways to impact processes and clients.

Responsibilities of the Role

General Operations

• Monitor workflow items for attention and bring any time-sensitive action items forward, as-appropriate
• Track and update opportunities in our Client Relationship Management system
• Engage clients as necessary
• Ad-hoc operational projects as they arise

Investment Proficiency area of operational focus

Planning Proficiency area of operational focus

What You Will Bring to the Team

What We Provide

Sparks Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, genetics, veteran status, or other legally protected characteristics. In addition to federal law requirements, Sparks Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Sparks Financial will not discriminate or retaliate against applicants for failing to disclose wage rate history in accordance with applicable law.

Sparks Financial expressly prohibits any form of workplace harassment based on race, color, religion, marital status, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.