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Investment Products Senior Specialist

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.

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

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

What you will do:

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. A significant portion of the specialists time is spent maintaining existing platforms/products. 

Primary Duties & Responsibilities:

  • Exposure to field feedback and customer needs in order to understand product or program features and functions. May support decisions and processes that are in place and translate to advisors.
  • Support implementation of new products and maintain existing products by updating reports and running data.
  • Build expertise for the technology platforms or processes that support the investment products.
  • Learning about profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses. Researching product design of competitive offerings.
  • Learning about the strategic role Wealth & Investment Management plays in the Northwestern Mutual enterprise and how investment products integrate with insurance products.
  • Supports ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
  • Understands and demonstrates regulatory compliance by adhering to business conduct, and supporting programs that address field and client practices.

Bring Your Best! What this role needs:  

  • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
  • 3 plus years of experience in financial services.
  • Ability to learn technical details of investment programs.
  • Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
  • Strong attention to detail and ability to develop deep product expertise.
  • Ability to build strong internal networks.
  • Strong verbal and written communication skills.
  • Progress towards a professional certification - CLU, ChFC, CFA, CFP, CPA or similar designation.
  • FINRA Series 6 or 7.

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:

Series 6 - FINRA, Series 7 - FINRA, SIE - FINRA

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 Colorado 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.