Job #1601: Director of Investment Operations - New York (4-28-21)

Job Title

Director of Investment Operations


New York


Commensurate with experience

Director of Investment Operations

Northwestern Mutual New York, United States

Opportunity with Wealth Management Firm in Midtown-NYC



Director of Investment Operations



  • FINRA Series 7 and 63 - must be active
  • Life & Health Insurance License - preferred
  • Minimum 2 years’ experience in the financial services industry
  • Detail-oriented, terrific follow-through, and personable with all clients



  • Provide concierge service to all clients as it relates to their investment accounts and their planning
  • Run life insurance, college education, retirement, and estate planning analyses
  • Analyze client’s existing investment portfolios



  • Competitive base salary based on experience with bonus potential
  • Health insurance
  • Ongoing industry education and credentials encouraged and paid for by employer


Who You Are:

  • You’re reliable and dynamic. You consistently meet deadlines while prioritizing and balancing varied demands without missing details.
  • You know the value of meaningful service and derive satisfaction from helping others.
  • You value working as part of a small team.
  • You’re looking for a long-term position with unlimited growth potential.


How to Apply

Interested Friends of the Firm members should e-mail resume to Igor Ulov at Please mention that you are a member of EisnerAmper's Friends of the Firm program. Make sure to include Job #1601 in the subject line and to copy on your email.