Northwestern Mutual

Tech Success Cons

Northwestern Mutual$70K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or related field, or equivalent experience.
  • Minimum 2 years of consultation experience in financial services or a similar industry.
  • Experience in coaching and training professionals.
  • Preferred background in technology support.
  • Advanced knowledge in hardware and software troubleshooting.

Responsibilities

  • Develop relationships with financial advisors and network office leadership to understand business objectives.
  • Assist advisors in using Northwestern Mutual's technology tools to enhance productivity.
  • Utilize knowledge of computers and mobile devices for effective technology configurations.
  • Apply consulting strategies to highlight technology benefits to stakeholders.
  • Provide advanced project consultation and subject matter expertise for technology implementations.

Benefits

  • Comprehensive training on technology best practices.
  • Opportunities for continuous education and advanced training.
  • Travel opportunities to support various network offices.
  • Supportive organizational culture focused on client interests and practice growth.
Full Job Description
About the Job:

The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

What You'll Do:
  • Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
  • Assist advisors and teams in using Northwestern Mutual's technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
  • Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
  • Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
  • Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
  • Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
  • Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
  • Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
  • Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
  • Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
  • Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
  • Help prepare users for new technology deployments by assisting with training and communication of benefits.
  • Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
  • Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
  • Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
  • Travel may be required based on supported offices.


What You'll Bring to the Role:
  • Bachelor's degree in business or related field, or equivalent experience.
  • Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.
  • Experience coaching and training professionals.
  • Technology support experience preferred.
  • Ability to understand sales-focused software technology and its benefits.
  • Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
  • Ability to build and maintain relationships.
  • Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
  • Demonstrated ability to lead and facilitate groups of people.


What Sets you apart:
  • Adaptive Communication (NM) - Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
  • Consulting (NM) - Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
  • Field Advocacy (NM) - Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation, prioritization, sequencing, and/or design of digital product enhancements, to maximize value to the field and increase the effectiveness of adoption.
  • Interpersonal Savvy (NM) - Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
  • Prioritization (NM) - Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
  • Technical & Digital Acumen (NM) - Technical & Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.
  • Training Needs Analysis (NM) - Training Needs Analysis: Identifies skills gaps using data analysis and qualitative observation and advises on learning needs for successful individual and organizational performance.

#LI-Hybrid

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:
$70,320.00

Pay Range - End:
$105,480.00

Geographic Specific Pay Structure:

Structure 110:
$77,360.00 USD - $116,040.00 USD

Structure 115:

$80,880.00 USD - $121,320.00 USD

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Northwestern Mutual Careers

Joining Northwestern Mutual presents a unique opportunity to be part of a team that is dedicated to empowering personal and professional growth, innovation, and leadership in the financial services industry. As a company renowned for its commitment to excellence and a culture that values diversity and inclusion, Northwestern Mutual offers unparalleled job opportunities for both seasoned professionals and those at the start of their careers.

Work You’ll Do

At Northwestern Mutual, we believe in building strong relationships not only with our clients but also among our team members. By joining our team, you will collaborate with some of the most talented professionals in the industry, all united in their commitment to leadership and innovation. Our employees are equipped with top-tier benefits and diversity training that ensure their career journey is both rewarding and inclusive.

Explore Professional Growth and Development

Northwestern Mutual is committed to fostering an environment where career growth is not just a possibility but a priority. With a variety of positions available, from financial representatives to internships for budding professionals, our company is a place where your skills and passion can thrive. We provide extensive training programs and leadership development opportunities that prepare you for success in your current role and beyond.

Innovative Work Environment

Our team at Northwestern Mutual is at the forefront of integrating cutting-edge technology and innovative financial strategies to provide exceptional service to our clients. This focus on innovation is not just about staying current; it's about leading the way in the financial sector. Employees at all levels are encouraged to contribute ideas and take initiative, driving the company forward as a leader in the financial industry.

Be Part of Our Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Northwestern Mutual; they are integral to our company culture and business strategy. We are committed to creating a workplace where all employees can flourish. Our diversity training programs are designed to enhance understanding and foster an inclusive environment for all team members.

Networking and Career Advancement

Networking within Northwestern Mutual opens doors to expansive career advancement opportunities. We encourage our employees to engage in internal networking events, which often lead to mentorship and further career development. Whether you are looking to enhance your resume, prepare for an interview, or step into a leadership role, Northwestern Mutual provides the resources and support to help you achieve your professional goals.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to take their career to the next level. Explore the job opportunities and internships available at Northwestern Mutual and find out how you can contribute to our legacy of innovation and leadership.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Northwestern Mutual.

SEARCH NORTHWESTERN MUTUAL JOBS

Join us and start your journey at Northwestern Mutual today, where your career is nurtured, your skills are honed, and your achievements are celebrated.
Learn more about Northwestern Mutual
Size
7,000 employees
Industry

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