Advisory Programs Consultant

Northwestern Mutual

Milwaukee, WI

JOB DETAILS
SALARY
$94,640–$175,760 Per Year
SKILLS
Analysis Skills, Cancer, Cash Flow, Category Management, Communication Skills, Consulting, Economics, Establish Priorities, Expense Management, Field Trials, Finance, Financial Services, Financial Support, Follow Through, Insurance, Investment Management, Leadership, Legal, Mentoring, Multitasking, Organizational Skills, Presentation/Verbal Skills, Product Design, Product Management, Product Pricing, Product Profitability, Product Programs, Product Strategy, Product Support, Product Testing, Promotional Programs, Promotional Strategy, Regulations, Regulatory Compliance, Requirements Management, Revenue Growth, Sales, Time Management, Wealth Management, Writing Skills
LOCATION
Milwaukee, WI
POSTED
3 days ago

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. 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.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted 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.

What you will do:

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.

How you will do it:

  • 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.
  • Understands the strategic role Wealth plays in the enterprise and how investment products integrate with insurance products.
  • 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.

Bring your Best! What this role needs:

  • 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.

Benefits:

Great pay package, 401K, Company sponsored retirement plan, educational assistance, Performance based incentive pay, Medical, dental and vision insurance, Parental leave, Caregiver time off….and more.

#LI-HYBRID

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:

$86,030.00

Pay Range - End:

$159,770.00

Geographic Specific Pay Structure:

Structure 110:

$94,640.00 USD - $175,760.00 USD

Structure 115:

$98,910.00 USD - $183,690.00 USD

We 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 who welcomes and encourages diversity in the workforce. 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.

FIND YOUR FUTURE

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.

About the Company

N

Northwestern Mutual

Who We Are

What we believe.

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.

We’re known for our financial strength.

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.


Why Work Here

We’re strong and growing.

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.


Our Culture

We are always evolving.

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.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/