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PX Advice Integration Lead

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

As a PX Advice Integration Lead, you will dig deep into our strategy for financial planning, including our products and distribution system, and our planning philosophy in order to infuse our planning strategy and philosophy into our Planning Experience (PX) software, and related parts of the Client Experience that convey planning content to clients.

Northwestern Mutual is investing heavily in its future and our success will require the help of the brightest financial professionals in the industry. Become an integral part of our growing team and help us shape the future.

You will be responsible for consulting with Home Office partners to ensure that all financial planning software, training and other content developed for advisors and clients related to financial planning improves client outcomes while driving other parts of Northwestern Mutual corporate strategy.

Primary Duties & Responsibilities:

  • Responsible for designing and creating standards, best practices and guidance for how advisors do financial planning, including Northwestern Mutual’s Financial Planning Philosophy (FPP), so that financial planning drives overall corporate objectives and bring Northwestern Mutual’s strategy to life with our field and clients.

  • Responsible for integrating our planning philosophy into all planning content and ensuring all content regarding financial planning being produced by the Home Office aligns with the FPP.

  • Provides proactive support for ensuring that our corporate objectives and strategy are being integrated into PX software, PX training and adoption materials.

  • Participate in developing requirements for PX planning software and content used by advisors regarding planning, with responsibility for ensuring PX aligns with the FPP and planning best practices.

  • Analyzing data related to planning and PX, and developing insights and hypotheses regarding the role of financial planning by advisor and clients in driving Northwestern Mutual's strategy.

  • Provides support for PX Engineering in providing use cases; assisting in developing and conducting user acceptance testing.

  • Create financial planning standards and planning philosophy to ensure they reflect best practices and methods of planning, consistent with Northwestern Mutual strategy

  • Analyzing and research on methods of financial planning involving integration of insurance products in a financial plan for determining methods that deliver better outcomes for clients

  • Preparing case studies on best practices for financial planning for use by Advisors or other partners in preparing material for advisors, clients, home office partners.

Knowledge, Skills, Abilities:

  • Bachelor’s degree required. Certifications or designations related to financial planning are preferred such as CFP®, CFA, ChFC, CLU.

  • At least five years of previous experience in areas where planning subject matter expertise was used.

  • Knowledge of financial services or advice or planning industry preferred.

  • Knowledge and experience with Northwestern Mutual advisors, or other experience relevant to understanding Northwestern Mutual objectives preferred.

  • Excellent verbal and written communication skills.

  • Some familiarity with financial planning software is helpful.

Benefits:

  • Highly competitive compensation that include base salary plus bonus

  • Medical/Dental/Vision plans, 401(k), pension program

  • Tuition reimbursement, volunteer opportunities, and paid time off

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This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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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.


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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.