Tech Success Consultant

This on-site role is embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. The position combines technology optimization and consulting to align digital strategies with business objectives and drive adoption of Northwestern Mutual’s technology suite.

Responsibilities

• Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership to understand business objectives and support needs.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
• Utilize extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
• Develop a thorough understanding of the insurance and investment sales cycles to integrate technology into business processes.
• Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
• Provide advanced project consultation and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades.
• Collect feedback from advisors and teams to relay to Home Office leadership, ensuring technology solutions meet user needs.
• Manage escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
• Support the identification of inefficiencies, suggesting simple technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
• Help prepare users for new technology deployments by assisting with training and communication of benefits.
• Handle vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
• Maintain a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
• Travel may be required based on supported offices.

Requirements

• Bachelor’s degree in business or related field, or equivalent experience.
• Minimum of 2 years of related experience, including consultation experience within financial services or a similar industry.
• Experience coaching and training professionals.
• Technology support experience preferred.
• Ability to understand sales-focused software technology and its benefits.
• Advanced knowledge in computer, mobile device hardware, and software troubleshooting, including proficiency in using software support tools.
• Ability to build and maintain relationships.
• Proven ability to consult and drive measurable improvements in an outcome-based model (e.g., prior demonstrated ability to drive % increase in adoption, sales, etc.).
• Demonstrated ability to lead and facilitate groups of people.
• This position requires fingerprinting and completion of required forms as an Associated Person under NMIS guidelines.

Skills

• Sales Cycle Acumen (NM) - Beginner
• Change Management (NM) - Intermediate
• Continuous Improvement (NM) - Beginner
• Prioritization (NM) - Intermediate
• Process Improvement (NM) - Intermediate
• Operational Excellence (NM) - Beginner
• Strategic Thinking (NM) - Beginner
• Business Acumen (NM) - Intermediate
• Consulting (NM) - Intermediate
• Cross Functional Partnering & Planning (NM) - Beginner
• Field Advocacy (NM) - Intermediate
• Customer Centricity (NM) - Intermediate
• Analytical Thinking (NM) - Intermediate
• Adaptive Communication (NM) - Intermediate
• Project Management (NM) - Intermediate
• Escalation Management (NM) - Beginner
• Financial Services Industry Acumen (NM) - Beginner
• Stakeholder Relationship (NM) - Beginner
• Customer Support (NM) - Intermediate
• Technical & Digital Acumen (NM) - Beginner

Pay

The compensation range for this role is as follows:

• Standard Pay Structure: $70,320.00 – $105,480.00
• Structure 110 Geographic Specific Pay: $77,360.00 – $116,040.00
• Structure 115 Geographic Specific Pay: $80,880.00 – $121,320.00

Final salaries are based on skills, experience, location, and other factors uncovered during the hiring process. Geographic-specific pay structures may apply for candidates in California, New York City, or other eligible locations.

Benefits

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups