Field Technology Solutions & Support Consultant II
Northwestern Mutual
San Jose, CA
About the Role:
The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
What You'll Do:
- 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.
- Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
- Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
- Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
- Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
- 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.
- Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
- 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.
- Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
- Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
- Help prepare users for new technology deployments by assisting with training and communication of benefits.
- Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
- Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
- Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
- Travel may be required based on supported offices.
What You'll Brig to the Role:
- 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.
- Experience coaching and training professionals.
- Technology support experience preferred.
- Ability to understand sales-focused software technology and its benefits.
- Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
- 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
What Sets you apart:
- Leadership (Intermediate)
- Consulting (Intermediate)
- Training (Intermediate)
- Communication (Intermediate)
- Collaboration (Intermediate)
Ready to take your career to the next level? Apply today and help us shape the future of investment products at Northwestern Mutual.
#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:
$70,770.00Pay Range - End:
$131,430.00Geographic Specific Pay Structure:
Structure 110:
$67,690.00 USD - $125,710.00 USDStructure 115:
$70,770.00 USD - $131,430.00 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 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.
Skills
Sales Cycle Acumen (NM) - Beginner, Continuous Improvement (NM) - Beginner, Change Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Process Improvement (NM) - Intermediate, Operational Excellence (NM) - Beginner, Strategic Thinking (NM) - Beginner, Business Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Beginner, Consulting (NM) - Intermediate, Field Advocacy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Project Management (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Escalation Management (NM) - Beginner, Financial Services Industry Acumen (NM) - Beginner, Stakeholder Relationship (NM) - Beginner, Customer Support (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner
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.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
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About the Company
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.
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.