Sadia Bristi
Operations Associate @Northwestern Mutual
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WORK HISTORY
Operations Associate @Northwestern Mutual
New York, NY, US
Delivered comprehensive financial planning integrating investment and insurance strategies, supporting clients in preserving and growing wealth over time.• Prepared and analyzed personalized financial plans monthly, simplifying complex data to help clients visualize retirement, education funding, and risk protection goals.• Partnered with Financial Advisors to implement strategic business and client service models, improving team productivity and client satisfaction.• Strengthened client relationships by maintaining proactive communication, resolving 95%+ of service requests within 24–48 hours, and ensuring account documentation accuracy.• Supported marketing efforts through financial advisor\'s website, social media updates, and digital materials management, enhancing client engagement and brand visibility.• For Financial Advisor(s) created performance reports and investment summaries to help clients understand portfolio trends and align investment decisions with goals.• Collaborated with Private Wealth Advisors to develop investment proposals and strategy presentations, contributing to 20% growth in new client acquisition.• Led initiatives to streamline internal operations, standardizing processes and improving workflow efficiency across the advisory team.• Utilized advanced planning tools to analyze financial data and model complex scenarios, increasing advisor meeting efficiency and client clarity.• Partnered cross-functionally with compliance, underwriting team, investment, and client service teams to enhance service protocols and operational accuracy.• Provided tailored insights and product recommendations, helping advisors identify opportunities to deepen client relationships and strengthen long-term plans.
EDUCATION
North South University
Master of Business Administration - MBA, Human Resource Management
Bangladesh International Tutorial (BIT)
IGCSE and IAL, Business Studies
North South University
Bachelor of Business Administration - BBA, Finance
ABOUT SADIA BRISTI
I am passionate about building a long-term career in finance with a focus on strategy and…
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