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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

YEAR

<h1>Who We Are</h1>
 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. 
 

<h1>Why Work Here</h1>
 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. 
 
 <h1>Our Culture</h1>
 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.

Northwestern Mutual

Financial Advisor

[AW]-iCims

This leader owns the end-to-end transition playbook - pre-resignation readiness, account transfer execution, exception management, and platform adoption - and leads a 17-person organization spanning the. Integrity Wealth is seeking a Senior Director, Advisor Transition to run the function that moves newly recruited advisors and their books onto the platform.

Integrity Marketing Group, LLC

Senior Director, Advisor Transition

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Lead the pod-based advisor success model and the solutions, platform, and technology consulting bench; set pod coverage design and advisor-to-leader ratios, holding each pod inside benchmark as the platform grows. Fluency in platform economics - advisory conversion, fee-based revenue, product shelf strategy, and technology adoption - as a proven leader of leaders who has built a multi-layer organization.

Integrity Marketing Group

Vice President, Advisor Success & Solutions

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This leader is the primary growth and retention partner for a dedicated portfolio of approximately 250 producing advisors representing $15 billion to $25 billion in client assets - delivering practice development consulting, the firm's value-add service model, and early-warning retention management. Deliver the firm's value-add service model: book review, succession planning, cross-sell, technology coaching, fee conversion, niche marketing, and human capital.

Senior Director, Advisor Success

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. This role holds primary responsibility for ensuring overall client satisfaction through collaborative work with the service team, leveraging Northern Trust resources to deliver timely, accurate, and compliant fiduciary support.

Northern Trust

Senior Relationship Advisor

With established client relationships, educational events, referral programs, and a dedicated business development platform, Skyline provides a supportive environment where talented advisors can focus on serving families and developing lasting relationships. Long-term care: Assess extended-care planning needs; explain traditional long-term care and appropriate hybrid life/LTC insurance solutions; prepare illustrations, coordinate underwriting and placement, and provide ongoing policy service.

Skyline Wealth Strategies

Medicare & Long-Term Care Insurance Advisor

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Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.). - Prepare and review (individual, fiduciary, partnership, S-Corporation, nonprofit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers.

Regal Executive Search

Manager - Tax Services (Wealth Management)

HaleyMarketing

The Work: Solution design support - under the guidance of a senior Solution Architect or Technical Architect, support end-to-end solution design across assigned workstreams, including data model, integration patterns, security model, and platform configuration; keep SDDs, architecture decision records, and data flow diagrams current throughout delivery. Integration delivery - design and implement integrations between Data Cloud, CRM, external data sources, and Agentforce capabilities; make architecture tradeoffs across middleware options (MuleSoft, REST/SOAP, Salesforce Connect).

Accenture Plc

Salesforce Functional Architect Manager - Wealth Management

Assist clients with family office (including rent collection, management of loans/notes/mortgages, bill pay, property and casualty insurance, life insurance, cash flow, personal budgeting, banking and lending needs, private aviation needs, private personal and cyber security, tax payments, social security, health care, appraisals for property, etc.). The SVP Client Advisor and Office Manager is a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in the Western region, nationally and within their local region.

Whittier Trust

SVP-Client Advisor, Head of Office

Oversees and negotiates the preparation of documentation necessary for the financing agreement • Advises and consults with clients as it relates to Goals Driven Wealth Management • Generates leads through well established relationships with COI's and cultivates a network of additional COI's • As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development and execution of strategic direction of business function activities • Responsible for direct interaction with different committees and/or management. • Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary • Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management • Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.

Northern Trust Corp

Sr. Banking Advisor

The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Vice President, Client Advisor

You will play a key role in supporting practice and client service leaders in building their relationships with high-potential prospective clients; developing and sustaining a robust pipeline of concrete client service opportunities; and successfully pursuing those opportunities by delivering best-in-class development & proposal experiences for priority clients. To do this effectively, you will need to actively gather market intelligence about actors in the sector, monitor our proposal pipeline, detect emerging challenges / questions / trends that senior philanthropy leaders are grappling with, and explore innovative go-to-market approaches that may help us amplify our impact, as well as additional service offerings we should be developing to bring to our clients.

McKinsey & Co Inc

Client Development Advisor - Philanthropy

Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves, you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Vanguard Group

Certified Financial Advisor

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Austin / San Antonio

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Bank of America

Private Client Advisor II

Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Private Client Advisor II- Austin, TX

Must have 4 years of experience in one or a combination of the following skills within financial services: Program/Project management and implementation planning (PMO) including presentations, project management, project planning and organization, and data analysis and collection; Definition and design of business, functional and technical requirements, or technology architecture; Gap Analysis, System selection and implementation support; Data architecture, data mapping and conversion, and data analysis and forensics; Systems development lifecycle (SDLC), Implementation Methodologies (Waterfall, Agile); Release Management, and/or Production Readiness; Quality assurance and testing (QA). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.

Ernst & Young Global Ltd

FSO - Consulting - Tech Cons - TSD - Wealth and Asset Mgmt Manager - Multiple Positions - 1744841

With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.

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Business Broker / M&A Advisor - ATX

About Us With more than four decades of excellence, Transworld Business Advisors powered by Prospere Companies is the most dominant business brokerage firm and the number one performing franchise group in the global Transworld network. You will have access to more than 700 active listings, a dedicated internal deal team, and a robust buyer network, allowing you to represent both sellers and buyers.

Wealth Advisor Jobs in Austin, TX

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