Jennifer Stell Email and Phone Number
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Jennifer Stell is a Financial Services Leader | Investment Operations Manager | Certified Product Manager at Northwestern Mutual. She possess expertise in project management, financial services, investments, wealth management, operations management and 14 more skills.
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 31224
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Senior Investment Consultant Advisor RecruitingNorthwestern Mutual May 2021 - PresentMilwaukee, Wisconsin, United StatesI work across the enterprise at all levels, helping to vet advisor candidate compatibility with NMMWC's investment programs, including book review and analysis. I work closely with our Risk and Controls division to ensure all compliance and supervisory risks are mitigated, build related processes and serve as the Wealth department’s single point of contact in the recruiting and transition process.
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Assistant Director, Financial Planning ServicesNorthwestern Mutual Apr 2018 - May 2021Milwaukee, Wi• Implement strategic vision of Full Support service to meet business objectives related to service design, target customer, service levels, consultation approach, process and integration of work within FPS and the broader organization• Align with cross-functional leaders to support efforts impacting FPS and to implement and manage change• Drive strategic projects and act as a liaison between the project, operations and steering committee• Lead the day to day operations of the Financial Planning Business Consultant team with responsibility for execution of the operating plan• Build an effective and motivated team that is committed to meeting departmental and organizational goals and achieving success• Build and maintain relationships across product lines and with the field
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Assistant Director/Lead Initiative OwnerNorthwestern Mutual Apr 2017 - Apr 2018Milwaukee, Wi• Drove strategic initiatives as part of the investment operations transformation designed to improve client, field and employee experiences and reduce costs• Identified milestones, metrics and deliverables to implement solutions• Managed scope and priorities, supervised initiative progress and let team to achieve successful outcomes• Drove issue/risk resolution, adoption and change management• Led implementation of training and communication plans for those impacted by transformational initiatives
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Assistant Director, Advisory Services & Financial OperationsNorthwestern Mutual Apr 2012 - Apr 2017Milwaukee, Wi• Managed 18 direct reports responsible for the day to day operations of account opening, servicing, billing, trading and reporting for the Signature advisory investment product line• Managed field and client escalations and negotiated solutions to ensure proper resolution• Advised cross-functional business teams and contributed to the success of the growing advisory business by participating in projects related to product and feature design, operational and process improvement• Promoted WMC through presentations to field and home office audiences
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Senior Advisory Account Administrator/Advisory ConsultantNorthwestern Mutual Sep 2006 - Apr 2012Milwaukee, WiRelationship manager and subject matter expert for the Signature advisory investment product line
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Senior Securities SpecialistNorthwestern Mutual Jul 2005 - Sep 2006Milwaukee, Wi
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Wrap Program AdministratorBaird Apr 2004 - Jul 2005Milwaukee, Wi -
Brokerage Trading SpecialistStrong Investments Nov 2001 - Apr 2004Menomonee Falls, Wi
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Nasdaq Agency TraderRobert W. Baird & Co. Oct 1998 - Sep 2001Milwaukee, Wi
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Syndicate Department AssistantRobert W. Baird & Co. Aug 1997 - Oct 1998Milwaukee, Wi
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Client Services RepresentativeRobert W. Baird & Co. Jun 1995 - Aug 1997Milwaukee, Wi
Jennifer Stell Skills
Jennifer Stell Education Details
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Psychology -
Riverside University High School
Frequently Asked Questions about Jennifer Stell
What company does Jennifer Stell work for?
Jennifer Stell works for Northwestern Mutual
What is Jennifer Stell's role at the current company?
Jennifer Stell's current role is Financial Services Leader | Investment Operations Manager | Certified Product Manager.
What is Jennifer Stell's email address?
Jennifer Stell's email address is dn****@****.rr.com
What is Jennifer Stell's direct phone number?
Jennifer Stell's direct phone number is +126270*****
What schools did Jennifer Stell attend?
Jennifer Stell attended Cornell College, Riverside University High School.
What skills is Jennifer Stell known for?
Jennifer Stell has skills like Project Management, Financial Services, Investments, Wealth Management, Operations Management, Securities, Relationship Management, Equities, Finance, Mutual Funds, Financial Advisory, Customer Service.
Who are Jennifer Stell's colleagues?
Jennifer Stell's colleagues are Stephanie Carter, Charlize Kelch, Aleesha Pheasant, Debbie Hunter, Boanerges Saavedra, Haylee Mccloud, Olga Calvo Tergolino, Ms, Lmft.
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