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
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.
Flexible work schedules
Employee resource groups