Description
Summary:
Primary responsibility is to support the growth, enhancement, and maintenance of all aspects NMWMC’s advisory platform including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions. This role supports the day-to-day operation and continuous improvement of NMWMC’s advisory technology platform, partnering with product, compliance, and technology teams to ensure a stable, compliant, and scalable advisor experience. This position must have a basic understanding of investments and advisory products as well as advisory systems and associated integrations.
Advisory Platform Sr. Specialist
Primary Duties & Responsibilities:
- Responsible for supporting the Envestnet and FolioDynamix release process.
- Work with product team and other stakeholders on configuration and development backlogs.
- Responsible for supporting Wealth projects including requirements and testing.
- Responsible for the maintenance of Wealth Platforms.
- Level one resource for escalations and defect management including maintaining a defect tracker.
- Basic understanding of the strategic role IPS plays in the enterprise and how investment products integrate with insurance products.
- Basic understanding of the impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
- Builds subject matter expertise working by working with the Advisory product and Advisory platform team.
Knowledge, Skills, Abilities:
- Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
- 2 plus years of experience in financial services.
- Envestnet Experience Preferred.
- Experience with the Wealth Management or Investment industry, including product, pricing, and customer preferences.
- Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
- Ability to build strong internal and external networks and utilize resources in the industry .
- Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups.
- FINRA - Non-Registered Fingerprinted.
Compensation Range:
Pay Range - Start:
$81,280.00Pay Range - End:
$121,920.00Geographic Specific Pay Structure:
Structure 110:
$89,440.00 USD - $134,160.00 USDStructure 115:
$93,440.00 USD - $140,160.00 USDWe believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Skills
Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Customer Service Mindset (NM) - Intermediate, Industry Knowledge (NM) - Intermediate, Technical & Digital Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Consulting (NM) - Intermediate, Data Literacy (NM) - Intermediate, Product Management (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Decision Making (NM) - Intermediate, Solution Design Oriented Thinking (NM) - Intermediate, Product Development (NM) - Intermediate, Product Positioning (NM) - Intermediate, Insurance Products (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Investment Products (NM) - Intermediate
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 our commitment to a culture of belonging.
