Advisory Programs Consultant

Northwestern Mutual • Milwaukee, WI

1d • $98,320 - $169,560

About The Position

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business. We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

Requirements

• Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
• 5 plus years of experience in financial services.
• Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
• Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
• Ability to participate as a subject matter expert in departmental or cross-departmental initiatives.
• Ability to anticipate impact of decisions, future consequences and trends.
• Ability to build strong internal and external networks and utilize resources in the industry.
• Strong verbal and written communication skills and ability to make effective formal presentations to small and medium-size groups.
• FINRA - Non-Registered Fingerprinted. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Responsibilities

• Assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing.
• Analyze and develop solutions for complex Legal/Regulatory/Competitive issues that may arise.
• Interpret field feedback and customer needs and act as the go-to product expert to explain and translate product or program features and functions to internal and external partners.
• Translate product strategy into product design details, implement changes, and test that products are performing as designed.
• Utilize expertise of investments products and technology platform offerings to analyze, implement and test platform updates.
• Understand profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses.
• Research product design of competitive offerings, model changes to pricing and rates, and make recommendations.
• Understand the strategic role Wealth plays in the enterprise and how investment products integrate with insurance products.
• Provide investment product subject matter expertise to support ongoing product evolution, including coordinating and driving efforts with technical, operational, compensation, investment, and regulatory experts.
• Understand the impact of regulatory compliance on assigned investment products and participate in project teams to implement necessary changes to products, programs, or processes.
• Build leadership skills and may informally mentor others on small projects, teams, or committees.

Benefits

• Opportunities for employees to grow themselves, their career
• Positive difference in communities
• Support of research and programs to fight childhood cancer
• Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level