Technology Success Consultant - Cleveland, OH

Northwestern Mutual•Cleveland, OH

6d•$70,320 - $121,320•Onsite

About The Position

The Technology Success Consultant advocates and promotes effective use of technology within the network office territory, helping financial advisors and network office team members integrate new and existing technologies into their practices and workflows. The role applies an individualized, holistic consulting approach to support efficient, value-added technology use that advances business goals. It is a full-time, on-site position in Cleveland, Ohio, supporting financial advisors and team members in local network, district, and detached offices through coaching, training, and mentoring on Northwestern Mutual’s technology suite. The consultant builds relationships across the network office and corporate organization, develops an understanding of the insurance and investment product sales cycle, identifies opportunities to improve business practices through technology, and supports technology education and deployment. The role also plans and facilitates training, collaborates with leadership on goals and action plans, and tracks engagement and effectiveness.

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, including demonstrated ability to build relationships at various position 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.
Demonstrated ability to consult and drive measurable improvements using an outcome-based model.
Demonstrated ability to lead and facilitate groups.
Availability to work on-site in Cleveland, Ohio.

Nice To Haves

At least three years of experience coaching or training individuals to optimize their business through technology.
At least three years of coaching and training experience.
At least five years of financial services industry experience.

Responsibilities

Build and maintain relationships with financial advisors, advisor teams, network office leadership and team members, and Home Office leadership to understand business needs.
Develop an understanding of the insurance and investment product sales cycle and advise on effective technology implementation throughout that cycle.
Engage proactively with network office and Home Office stakeholders to promote effective and efficient use of Northwestern Mutual technology.
Tailor consulting to demonstrate the specific benefits of technology to each audience.
Provide feedback to Home Office leadership about whether technology applications meet end-user and client needs.
Identify technology opportunities to address gaps and inefficiencies in financial advisors’ practices.
Explain how technology can improve client and advisor experience, productivity, sales, recruitment, and other business outcomes.
Help advisors and network office team members understand the benefits of technology use.
Partner with network office leadership and independently develop recommendations to help establish goals.
Lead strategic planning, engagement, and execution to achieve goals and realize benefits.
Consult with network office training leadership on teaching and reinforcing technology best practices throughout the sales cycle.
Partner with network office and Home Office leadership to promote consistent messaging on appropriate technology use and business benefits.
Develop individualized action plans to help financial advisors use technology in their practices.
Plan, schedule, and facilitate classes using established curricula to teach 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 important to advisor onboarding and development.
Support technology rollouts by communicating benefits and preparing users with needed training.
Attend mandatory classes, conferences, and training sessions to stay current with changing technologies.
Track and report engagement efforts and effectiveness to corporate and local management teams.