About Us
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.
Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.
Responsibilities
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.
Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.
Responsibilities
- Insurance Operations – Service & Underwriting
- Meeting Follow-up and Workflow Management
- Client Onboarding
- Client Relations
- Chair 2 – Case Notes and Coordinate Client Follow-up
- Save records to Docket
- Update Meeting Agendas
- Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.
- Outgoing and engaging
- Effective time management and prioritization skills
- Ability to work independently, as well as within a team framework
- Highly organized
- Detail oriented and works with a high degree of accuracy
- Strong computer skills
- Customer service oriented
- Projects a high-level of professionalism
- Insurance licensed (Life & Health) preferred
- Investment licensed (Series 7) preferred
- $60,000 - 70,000 salary depending on experience
- Medical Insurance (65% subsidized)
- Dental Insurance available
- Vision Insurance available
- 401k plan (employer non-elective contribution of 3%)
- Work from home on Fridays after 90 days of employment
- Paid vacation & holidays
- Discretionary yearly bonus
- Licensing reimbursement plan
Insurance Operations Manager & Client Concierge
Northwestern Mutual
linkedin
Denver, CO
5-10 years Not Disclosed
Full time
02 April 2026
96
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Job Description
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About Us
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.
Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.
Responsibilities
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.
Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.
Responsibilities
- Insurance Operations – Service & Underwriting
- Meeting Follow-up and Workflow Management
- Client Onboarding
- Client Relations
- Chair 2 – Case Notes and Coordinate Client Follow-up
- Save records to Docket
- Update Meeting Agendas
- Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.
- Outgoing and engaging
- Effective time management and prioritization skills
- Ability to work independently, as well as within a team framework
- Highly organized
- Detail oriented and works with a high degree of accuracy
- Strong computer skills
- Customer service oriented
- Projects a high-level of professionalism
- Insurance licensed (Life & Health) preferred
- Investment licensed (Series 7) preferred
- $60,000 - 70,000 salary depending on experience
- Medical Insurance (65% subsidized)
- Dental Insurance available
- Vision Insurance available
- 401k plan (employer non-elective contribution of 3%)
- Work from home on Fridays after 90 days of employment
- Paid vacation & holidays
- Discretionary yearly bonus
- Licensing reimbursement plan