Northwestern Mutual

Tech Success Cons

Phoenix, AZ (NO 023) 087

Sponsorship not specifiedDetected 34 days ago

Data AnalysisProject ManagementVendor ManagementLeadershipCommunicationCollaborationMentoringAdaptability

About the role

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.
Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
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.
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.
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.
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.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
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.
Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
Travel may be required based on supported offices.

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.

Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
Help prepare users for new technology deployments by assisting with training and communication of benefits.
Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
Ability to understand sales-focused software technology and its benefits.

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.

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

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