Technology Success Consultant - Cleveland, OH

Northwestern Mutual•Cleveland, OH

5d•Onsite

About The Position

Northwestern Mutual is hiring a full-time, on-site Technology Success Consultant in Cleveland, Ohio. The consultant advocates for and promotes effective use of technology throughout the network office territory, helping financial advisors and network office team members integrate new and existing technologies into their practices and workflows. The role uses an individualized, holistic consulting approach to help users apply technology efficiently and achieve business objectives. It requires 100% on-site availability in Cleveland. The consultant builds relationships with financial advisors, advisor teams, network office leadership and staff, and Home Office leadership. They learn the insurance and investment product sales cycle and advise on technology use throughout it. The role includes assessing business needs, identifying technology-related gaps and inefficiencies, developing recommendations and action plans, and demonstrating the potential benefits for advisors, staff, and clients. The consultant also leads technology education and adoption efforts: facilitating classes, supporting Financial Planning Academy sessions and technology rollouts, consulting with training teams, and helping users prepare for and adopt technologies. They track and report engagement and effectiveness to corporate and local management. Northwestern Mutual offers competitive compensation, including base salary and bonus, and a benefits package that includes medical, dental and vision plans, a 401(k), a pension program, tuition reimbursement, commuter plans and paid time off.

Requirements

Bachelor’s degree, preferably in business, or an equivalent combination of education and progressively responsible work experience.
At least five years of consultation experience working with professionals in financial services or a similar industry, with demonstrated ability to build relationships at various organizational levels through a consultative model.
Ability to understand software technology focused on sales practices and articulate its benefits and uses to selected audiences.
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model, such as increased adoption or sales.
Demonstrated ability to lead and facilitate groups.
Ability to work on-site in Cleveland, Ohio.

Nice To Haves

At least three years of experience coaching or training individuals to optimize their businesses through technology; described as highly desirable.
At least three years of coaching and training experience; preferred.
At least five years of financial services industry experience; preferred.

Responsibilities

Build and maintain relationships with financial advisors, advisor teams, network office leadership and staff, and Home Office leadership to understand business needs.
Develop understanding of insurance and investment product sales cycles and advise on effective technology implementation throughout those cycles.
Proactively engage with network office stakeholders and Home Office leadership to encourage effective use of Northwestern Mutual’s technology suite.
Tailor consultation to demonstrate technology benefits to each audience.
Provide feedback to Home Office leadership about whether technology applications meet end-user and client needs.
Identify gaps and inefficiencies where technology could improve financial advisors’ practices.
Explain how technology can improve productivity, sales, recruitment, and client and advisor experiences.
Develop recommendations with network office leadership and lead strategic planning, engagement, and execution to achieve goals and realize benefits.
Consult with network office training leaders on teaching and reinforcing technology best practices throughout the sales cycle.
Partner with network office and Home Office leadership to promote consistent messaging about proper technology use and business benefits.
Develop individualized action plans to help financial advisors leverage technology in their practices.
Plan, schedule, and facilitate classes using established curriculum to promote technology as a sales-cycle productivity tool.
Collaborate with resources to provide relevant technology education to financial advisors and their staff.
Partner with network office training teams to lead Financial Planning Academy sessions on technologies used in advisor onboarding and development.
Support technology rollouts by communicating benefits and required preparation and training.
Attend mandatory classes, conferences, and training sessions to stay current with technology changes.
Track and report engagement efforts and effectiveness to corporate and local management teams.