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Integrated Financial Planning

Manager

JOB DESCRIPTION

Position Summary

The IFP Operations Manager leads the day-to-day people, administrative, workflow, and communication functions that support the IFP team. This role helps create a consistent team member and advisor experience by overseeing onboarding and development, team operations, capacity and hiring coordination, process improvements, transitions, and ongoing communication. The manager serves as a central point of contact, keeps work moving across multiple priorities, and helps the team adopt changes effectively.

Key Responsibilities

Team Development

• Lead onboarding and training for new team members, helping establish clear expectations, resources, and support.
• Guide ongoing performance and career development conversations, including day-to-day coaching, monthly 1:1s, and annual reviews.
• Identify and coordinate special training topics and development opportunities for the team.
• Lead team meeting rhythms, including scheduling and cadence decisions, agenda development, facilitation, and follow-up.
• Project manage process and workflow changes, helping the team understand, adopt, and sustain new ways of working.
• Support new advisor training and development, including STA-related training and onboarding.

Team Administration & Operations

• Oversee team schedules, PTO and coverage planning, and communication around day-to-day schedule changes.
• Create, maintain and disperse team materials and documents.
• Monitor day-to-day team capacity and productivity, leveraging data analysis and forecasting of advisor activity, growth, and team member transitions to identify and address current and future staffing needs.
• Facilitate advisor onboarding and offboarding to create a seamless experience from the start of the partnership through the finish line – aligning with the team members along the way.

Communication & Advisor Support

• Provide clear, timely internal team updates that keep team members aligned on priorities, changes, and operational needs.
• Coordinate communications within Northwestern Mutual, including team updates, newsletters, and process changes.
• Serve as a primary point of contact for advisor onboarding and offboarding communication.
• Provide special-case consultation and escalation support for career advisors.
• Act as a central point of contact for advisor questions, concerns, and operational needs, coordinating follow-up as needed.

Core Strengths for Success

• People leadership, coaching, and team development
• Operational organization and strong follow-through
• Project management and change leadership
• Clear written and verbal communication
• Ability to manage competing priorities and shifting day-to-day needs
• Comfort using data to evaluate capacity, staffing, and operational needs
• Strong judgment when handling questions, escalations, and confidential team matters
• Collaborative, service-oriented approach with team members and advisors
• Forward thinking mindset
• Strong attention to detail
• Strong interpersonal skills: Coaching and developing others, handling difficult conversations, communication

Experience & Qualifications Strongly Preferred

• 2-5 years Northwestern Mutual experience, with proficiency in new client onboarding, NM’s technology and proprietary software
• Demonstrated experience coordinating people, processes, projects, or cross-functional work.
• Preferred: Experience in team leadership, people management, performance conversations, or a related function.
• Demonstrated experience coordinating people, processes, projects, or cross-functional work.
• Experience working in financial services or a professional services environment is preferred.
• Strong proficiency with common Microsoft 365 tools and the ability to learn internal systems and processes.

Role Focus

This is a hands-on manager role that blends people leadership with operational ownership. The successful candidate will be comfortable moving between team development, administrative execution, process improvement, advisor support, and communication while creating structure and consistency across the IFP operation.

What We Offer

We offer a competitive compensation and benefits package designed to support your professional growth, financial well-being, and work-life balance.

• Full-time, 40-hour work week, exempt position.
• Competitive pay starting at $75,000 to $85,000 annually based on experience.
• Paid-for industry designations.
• Profit share pool bonus.
• PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
• Medical, dental, and vision coverage.
• Long-Term and Short-Term Disability insurance.
• Matching 401k plan.
• Paid garage parking.
• Remote work option of two days a week after 90-days of employment.
• Laptop provided.
• Healthy break pantry and onsite workout facility access.

Specific Pay Structure

We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate’s skills and experience, and current market.

We are an equal opportunity employer, welcoming and encouraging diversity within our team. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.