Advisory Programs Consultant

What You Will Do

• The primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing.
• This position must understand the products they are responsible for and analyzing/developing solutions for complex Legal/Regulatory/Competitive issues that may arise.

• Interprets field feedback and customer needs and is the go-to product expert that can explain and translate product or program features and functions to internal and external partners.
• Translates product strategy into product design details, implements changes, and tests that products are performing as designed.
• Utilizes expertise of investment products and technology platform offerings to analyze, implement and test platform updates.
• Understands profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses.
• Researches product design of competitive offerings, models changes to pricing and rates and makes recommendations.
• Understands the strategic role Wealth plays in the enterprise and how investment products integrate with insurance products.
• Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
• Understands impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
• Builds leadership skills and may informally mentor others on small projects, teams or committees.

• Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
• 5 plus years of experience in financial services.
• Demonstrated knowledge of the Wealth Management industry, including product, pricing, and customer preferences.
• Strong organizational and follow‑through skills, with the ability to work within deadlines, prioritize work and multitask.
• Ability to participate as a subject matter expert in departmental or cross‑departmental initiatives.
• Ability to anticipate impact of decisions, future consequences and trends.
• 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. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Pay Range
- Start: $98,320.00 Pay Range
- End: $

Geographic Specific Pay Structure:

• Structure 110: $ USD – $ USD
• Structure 115: $ USD – $ USD

We 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.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. 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.