Summary:
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. 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 requires a strong understanding of the advisory product suite, including investment knowledge and significant wealth management expertise, along with deep understanding and expertise in the Envestnet platform and associated integrations.
Primary Duties & Responsibilities:
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.
Responsible for pre-project planning and business cases for small projects.
Presents platform enhancements and best practices to large groups of internal and external stakeholders.
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.
Leads solutioning and investigation for complex platform issues and defects.
Serves as a subject matter expert for advisors and teams related to platform functionality, including educating and coaching on best practices and mentoring around core methodologies, patterns, standards, and processes.
Collects feedback from advisors, teams, and internal stakeholders on desired new platform features. Solutions configuration options and platform development projects required to deliver new features. Leads the process of documenting requirements, partnering with external vendors and internal stakeholders on feature design, testing, implementation, rollout, and change management.
Knowledge, Skills, Abilities:
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.
Ability to build strong internal and external networks and utilize resources in the industry .
Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups.
FINRA - Non-Registered Fingerprinted.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
Pay Range - End:
Geographic Specific Pay Structure:
Structure 110:
$108,160.00 USD - $162,240.00 USDStructure 115:
$113,040.00 USD - $169,560.00 USDWe believe in fairness and transparency. 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. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Risk Evaluation (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Product Management (NM) - Advanced, Industry Knowledge (NM) - Advanced, Investment Products (NM) - Advanced, Accountability (NM) - Beginner, Data Literacy (NM) - Intermediate, Technical & Digital Acumen (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Product Positioning (NM) - Advanced, Adaptive Communication (NM) - Advanced, Consulting (NM) - Advanced, Insurance Products (NM) - Advanced, Decision Making (NM) - Advanced, Product Development (NM) - Advanced, Business Influence (NM) - Beginner, Customer, Market & Ecosystem Knowledge (NM) - Advanced, Solution Design Oriented Thinking (NM) - Advanced, Customer Service Mindset (NM) - Advanced
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.