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

Minimum of 3 years of investment or financial services experience

Series 7 required

Securities 63 or 66 and Life & Health Insurance licenses

Strong knowledge of Envestnet and Morningstar platforms

Proven history of clean compliance record

Performance Skills & Attributes

Superior analytical, organizational, and written communication skills

Ability to thrive in a fast-paced, dynamic environment

Exceptional client focus, listening skills, and attention to detail

Strong interpersonal and follow-through abilities

Positive, punctual, and professional presence that uplifts team culture

Ability to multi-task, prioritize, and execute with precision

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.