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Investment Products Consultant

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

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:

Assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall build and execution of the product strategy and day-to-day product line management - responding to internal and field requests as subject matter expert, ensuring disclosures, client and field facing materials are up to date, driving a compliant practice and servicing of the product. Understands the products role on our platform and is responsible for 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, implements changes, and tests that products are performing as designed.
  • Utilizes expertise of investments products and technology platform offerings to analyze, implement and test platform updates.
  • Supports tools, research and general information for our NM field force to assist in the sale of these products.
  • Understands profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses.
  • Researching product design of competitive offerings, models any changes to pricing and/or rates and makes proactive recommendations to enhance or promote competitiveness of our own offerings.
  • Understands the strategic role Wealth has 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 years of experience in financial services.
  • Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
  • Strong analytical skills and demonstrated expertise with Excel, PowerBI, and/or other analytical tool(s), although not required, a proficiency in relevant programming language a plus.
  • Comfortable working with large datasets
  • 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 - Series 7 (or ability to obtain within 18 months after hire)

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 a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:

Series 7 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$82,670.00

Pay Range - End:

$153,530.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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 commitment to diversity and inclusion.