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Software Trainer and Desktop Support Consultant - Houston, TX

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

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.

This position requires 100% onsite availability in Houston, TX (77056)

Bring Your Best! What's the role?

As a Software Trainer and Desktop Support Consultant, you will serve as a member of the Northwestern Mutual technology training staff. You will interact both with our Corporate Technology Team and the onsite leadership team, supporting the needs of local leadership, Financial Representatives (FRs) and their staff. You will also provide desktop support and technology coordination, including hardware, new workstation setup, printer, phone, audiovisual and other technology equipment setup and repair.

Day-to-Day Responsibilities

  • Daily, you will be responsible for supporting the financial advisors and staff by consulting with and training them on a variety of key software programs and modules.  You will also be responsible for providing outstanding technology support to the network office, district offices, financial advisors, and staff. Specific responsibilities will include:


  • Providing ongoing consulting to understand financial advisors’ practices and those who need it (i.e. spending time with someone who is having difficulty with the Customer Relationship Management software or Personal Planning tool, etc.). You will enjoy a good deal of leeway in the design and delivery of the consulting portion of your role.


  • Providing in-office individual and group training.
  • Following-up with individuals who attended group training, providing one-on-one instruction for 60 minutes.
  • Delivering Sales School training. New reps attend a two-week training seminar which includes 6 to 8 hours of core technology training, which you will deliver.
  • Providing Sales School training follow up. Post sales training, you will meet with individual reps once per week for the first six months to consult and refine/deepen initial training.

Technology Support

  • 1st and 2nd level operational productivity assistance to Field customers on computer and related hardware and software technologies.
  • Collecting, analyzing, interpreting, and recording of highly technical and diverse data required for both problem identification and effective maintenance of the Field's computer system. Manages proprietary software changes and the introduction of new and highly complex technologies.
  • While working in a very stressful atmosphere responsible for communicating this technical information to a wide range of both a technical and non-technical audience and doing so in a way that makes the information useful and helpful. A strong Knowledge of PC's, Printers, LAN's, Internet and Telecommunications is needed.
  • Escalate to and works with various home office technical support specialists, software companies (i.e. Microsoft, Dell, HP, etc.) in the resolution of one of a kind problems. May require traveling to Field offices. Provides business solutions to a business problem. Keeps management appraised of potentially volatile situations. Takes responsibility and ownership of the problem.

Your Training Program

To ensure that you're qualified to perform your role and make a strong impact, you will participate in an in-depth training program with benchmarks set over a twelve-month period.

To be a strong fit for the Software Trainer and Desktop Support Consultant​ role you should have:

  • A bachelor's degree, preferably in Business or a related field, or an equivalent combination of education and/or progressively responsible work experience.
  • At least 3 years of experience, including (concurrent or in addition to): 3+ years of program support working with professionals in financial services or a similar industry; financial services industry experience preferred. 3+ years of experience in coaching / training individuals on how to optimize their business through the use of technology is highly desirable.
  • Demonstrated ability to understand software technology focused on sales practices, and the ability to articulate the benefits and uses of that technology to select audiences; skill leading and facilitating groups of people.
  • Skill and demonstrated ability to build and maintain relationships with a variety of levels and titles.
  • The ability to use a consultative model when coaching / training and developing professional relationships.
  • Proven ability to drive measurable improvements in an outcome-based model (i.e. prior demonstrated ability to drive percentage increase in technology adoption for sales and other positions).
  • An aptitude for learning technology at a deep level to teach and assist others.
  • The ability to provide Tier 1 and 2 IT support

In addition to the core skills above, you should know how or be able to learn how to:

  • Answer basic troubleshooting questions for computers, laptops, phones, and other related office equipment.
  • Support and maintain a LAN/Server.
  • Install system changes.
  • Setup and use audio/video equipment and a basic editing program.
  • Provide sign-on maintenance / assistance.
  • Set-up and maintain networked computers.
  • Order network office computers and track maintenance agreements


  • Tuition reimbursement, commuter plans, and paid time off
  • Highly competitive compensation that include base salary plus bonus
  • Medical/Dental/Vision plans, 401(k), pension program, and more!


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!

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!

W e 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.


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.