High Net Worth Solutions Consultant

Posted Yesterday
Be an Early Applicant
Milwaukee, WI
Hybrid
77K-142K Annually
Mid level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Support business leadership in the Private Client Group by managing day-to-day operations, conducting business analysis, and collaborating with enterprise partners to enhance HNW solutions.
Summary Generated by Built In

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we strongly believe in internal growth and career development. We're so excited that you are interested in growing your career with us!
Job Level: P3 - Professional 3
Summary:
The Private Client Group (PCG) team, within the Advisor Solutions Department (Field Function) at Northwestern Mutual (NM) is focused on helping our most productive and successful advisors build, grow, and transition their practices at NM, while delivering a distinctive and excellent client experience. The High Net Worth (HNW) Solutions team within PCG is accountable for leading creation, design and validation of Ultra/HNW solutions across the enterprise with ultimate objective of assisting our PCG firms to accelerate their U/HNW go-to-market strategies and organic growth through new U/HNW client acquisition.
As a strong business and enterprise leader, in this role, you'll be supporting PCG HNW Solutions leadership and team as well as working closely with some of NM's top firms and enterprise teams such as Wealth, Marketing, Compliance and Sophisticated Planning Strategies, etc.
This role requires a strong background in financial planning domains, financial services compliance & supervision requirements, business analysis, process management, and communication.
Primary Duties & Responsibilities:

  • Support business leadership and day-to-day execution of PCG HNW Solutions team.
  • Conduct analysis, leveraging both NM and industry research, document Business requirements, conduct impact analysis and research to inform solution design and execution. Perform administrative tasks such as scheduling meetings, updating trackers, and maintaining documentation, etc as needed.
  • Assist with strategy development and execution as it relates to HNW Solutions creation, design and validation through pilot or test & learn as well as quarterly and annual OKR planning activities
  • Provides feedback to leadership. Maintain data and key metrics to inform management decisions. Identify and utilize enterprise-wide resources to find solutions.
  • Collaborate with NM firms and enterprise partners to enhance processes, tools, and field relationships, driving change and fostering strategic partnerships with top NM firms.
  • Review and analyze specific client cases and NM firm use cases as part of fact finding and defining field requirements. Discuss and communicate requirements with PCG HNW Solutions team and enterprise stakeholders.
  • Communicates complex ideas effectively, anticipates potential objections, and persuades others to adopt a different point of view.


Qualifications:

  • Bachelor's degree is required; advanced degree is preferred.
  • Proven track record of managing and influencing without direct authority.
  • Previous 2-3 years of experience as a consultant or consulting related roles
  • Experience managing complex and diverse team structures focused on developing strong relationships.
  • Proficiency in NM field-focused software systems, including but not limited to FRM/CRM, PX, NIS, CCV.
  • Excellent verbal and written communication skills.
  • Strong organizational, interpersonal, problem-solving, and decision-making skills.
  • Able to work in highly ambiguous, constantly evolving and highly agile environment.
  • High degree of follow-through, commitment, personal initiative, and motivation.
  • Excellent relationship-building skills.
  • Proven ability to work independently without the need for frequent oversight.


Preferred Qualifications:

  • CFP, ChFC or equivalent financial planning designation required or working towards CFP, ChFc or equivalent designation within 12 months.
  • PMP or equivalent project management designation or working towards project management designation within 12 months is preferred.
  • High-Net-Worth financial planning experience is a must.
  • Experience within the NM field, preferably as an advisor, AWMA, client services or advisor support roles


Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick here for additional information relating to location-based pay structures.
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 California, Colorado, New York City, Washington 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
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Top Skills

Ccv
CRM
Frm
Nis
Px

What the Team is Saying

Chris
Chester
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Milwaukee, WI
8,400 Employees
Hybrid Workplace
Year Founded: 1857

What We Do

You’ll Like It Here

At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years.

Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs.

We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Northwestern Mutual Teams

Team
Software Engineering
Team
Digital Product
Team
Data & Analytics
About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
Company Office Image
HQMilwaukee, WI
Company Office Image
New York, NY
Learn more

Similar Jobs

Northwestern Mutual Logo Northwestern Mutual

Specialty Markets Sales Support Consultant

Fintech • Insurance • Financial Services
Hybrid
Milwaukee, WI, USA
8400 Employees
77K-142K Annually

Northwestern Mutual Logo Northwestern Mutual

Sales Practices Consultant

Fintech • Insurance • Financial Services
Hybrid
Milwaukee, WI, USA
8400 Employees
70K-129K Annually

Northwestern Mutual Logo Northwestern Mutual

Principal Engineer

Fintech • Insurance • Financial Services
Hybrid
Milwaukee, WI, USA
8400 Employees
149K-277K Annually

Northwestern Mutual Logo Northwestern Mutual

Advertising Compliance-Senior Specialist

Fintech • Insurance • Financial Services
Hybrid
Milwaukee, WI, USA
8400 Employees
65K-120K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account