Operations Team Leader

Company: Northwestern Mutual
Location: Minnetonka
Posted on: January 6, 2022

Job Description:

The Operations Team Leader for Brady Lindemann will be disciplined in overseeing all operational facets of the business, including the personal practice and agency responsibilities. They will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience for the business' top clients. The Operations Manager will be innovative and solutions-oriented throughout their interactions internally and externally, and able to thrive, adapt and move chaos to order.
Specific responsibilities include but are not limited to:

• Ties together efficiency, team culture, production - total package
  • Tracking of production through each stage of execution
  • Managing internal communication and oversee team workflow
  • Help to create the desired culture and environment for the team and clients as guided by the team's core values
  • Ensure all areas of personal practice operations are running smoothly
  • Proactively problem solve client and department issues
  • Uphold expectations for department service model
  • Identify system and people opportunities for growth
  • Ownership over the product produced by department
  • Advocate for team with Brady, and Brady with team - ensure everyone is getting what they need
  • Manage direct reports through skill development, performance reviews, accountability to expectations
  • High degree of knowledge around planning philosophy and products for top clients
    
    Minimum Requirements:
    • Bachelor's degree
    • Financial services experience preferred but not required
    • Minnesota Life & Health insurance license obtained within 30 days of start date
    • Series 7 & 66 obtained within first 12 months of start date
    • Leadership experience
      Performance Skills:
      • Ability to create and maintain systems for high volume of work, and stay organized in a fast-paced environment
      • Strong customer focus, excellent social skills, and is team oriented
      • Strong communication skills, attention to detail and consistent follow through
      • Punctual, and brings a positive mindset and upbeat energy into the office
      • Ability to multi-task, prioritize, and work efficiently

Keywords: Northwestern Mutual, Minnetonka , Operations Team Leader, Hospitality & Tourism , Minnetonka, Minnesota