Northwestern Mutual

Advisory Platform Consultant

Milwaukee, WI Corporate

Sponsorship not specifiedDetected 26 days ago

ComplianceProduct StrategyCommunicationMentoringPublic Speaking

About the role

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.
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.

Translates product strategy into platform design details, implements changes, and tests that products perform as designed.
Assists in leading platform strategy, design, configuration, execution, and testing for advisory program products and features.
Understands the impact of regulatory compliance on platform functionality and investment products, and participates in project teams to implement necessary changes to products, programs, or processes.
Interprets field feedback and customer needs and serves as the go-to product platform expert who can explain and translate product or program platform functionality, features, and functions to internal and external partners.
Leads solutioning and investigation for complex platform issues and defects.
Ability to build strong internal and external networks and utilize resources in the industry.
A key component of the role includes designing and implementing new platform features and configurations in support of product enhancements and additions that advance usability, scalability, and advisor satisfaction.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Solutions configuration options and platform development projects required to deliver new features.

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.
Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups.
Non-Registered Fingerprinted.

Serves as a deep subject matter expert for internal home office teams that have a platform dependency or are building integrated software or processes with a platform dependency.

The primary responsibility of this role is to lead the growth, enhancement, and maintenance of all aspects of NMWMC's advisory platform, including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions.

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.