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Vice President Concierge Planning

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

What's the role?

The Vice President Concierge Planning is an exciting opportunity to lead a team of wealth planning attorneys responsible for crafting and delivering wealth planning solutions to NM’s high net worth (HNW) clients. In this role, you will advise all phases of your team’s operations and contribute to the development of and drive execution of the wealth planning strategy.

Outcomes driven by this role:

  • Drive execution of wealth planning strategy to differentiate the company and its advisors in the high net worth market

  • Lead development and delivery of wealth planning solutions in alignment with the company’s overall vision and evolve needs of top advisors and HNW clients

  • Demonstrate tax, planning, and financial expertise to position NM as a thought leader to advisors, clients, and external centers of influence

  • Build and maintain relationships with top advisors to influence strategy and enhance the effectiveness of the team

  • Consult with advisors and clients, often high-profile situations

  • Lead initiatives across the company that advance NM in the high net worth market

  • Support our people vision and employee experience, including developing and retaining a team, creating an inclusive environment, and driving high performance

Bring your best! What this role needs:

  • JD Required. Other advanced degrees or designation preferred; CFP, CFA or LLM

  • Series 6 or 7 (or within 9 months of hire date)

  • Minimum of 10 years of wealth planning or similar experience in the financial services industry

  • Broad understanding of estate and business planning strategies, financial planning, tax law, investment, and insurance products

  • Demonstrated strength consulting with high net worth clients ($20M+) and financial advisors

  • Client-centric written and verbal communication skills

  • Experience developing and carrying out strategy in a dynamic environment

  • Ability to influence, advocate, and implement change with internal and external partners

  • Excellent leadership skills to grow and develop attorneys

#LI-POST

#IN-POST

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.