Northwestern Mutual
Advisory Programs Consultant
Milwaukee, WI Corporate
Sponsorship not specifiedDetected 26 days ago
ComplianceProduct StrategyResearchLeadershipCommunicationPublic Speaking
About the role
- These beliefs launched our company over 160 years ago.
- We provide opportunities for employees to grow themselves, their career and in turn, our business.
- We make a positive difference in our communities.
Responsibilities
- The primary responsibility is to 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.
- This position must understand the products they are responsible for and analyzing/developing solutions for complex Legal/Regulatory/Competitive issues that may arise.
- Interprets field feedback and customer needs and is the go-to product expert that can explain and translate product or program features and functions to internal and external partners.
- Translates product strategy into product design details, implement changes, and test that products are performing as designed.
- Utilizes expertise of investments products and technology platform offerings to analyze, implement and test platform updates.
- Understands profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses. Researching product design of competitive offerings, models changes to pricing and rates and makes recommendations.
- Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
- Understands impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
- Builds leadership skills and may informally mentor others on small projects, teams or committees.
- Ability to build strong internal and external networks and utilize resources in the industry.
Requirements
- This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Nice to have
- 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.
Skills
- Get started now!
- Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.
Compensation
- Pay Range - Start:
- Pay Range - End:
- Geographic Specific Pay Structure:
- It's why we share the salary range for most of our roles.
Company info
- At Northwestern Mutual, we believe relationships are built on trust.
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This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.