Field Tech Solutions & Support Cons II

Overview

This position requires 100% onsite availability in Charleston, WV (25301). The Technology Solutions & Support Consultant is an on‑site position embedded within network offices nationwide, dedicated to advancing financial advisors’ sales effectiveness and practice growth through innovative technology solutions. The role involves optimizing technology configurations and driving technical product integration while delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite.

By spearheading strategic technology integration, the consultant transforms advisor practices, drives continuous improvement, and fosters collaboration across all organizational levels.

• 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.
• Apply extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN to support advisor practices.
• Understand the insurance and investment sales cycles to determine how technology can be integrated into business processes.
• Apply consulting strategies to demonstrate technology benefits and communicate clearly to ensure audience understanding.
• Provide advanced project consultation and subject‑matter expertise on technology needs for remodels, new office build‑outs, and upgrades.
• Collect feedback from advisors and teams and relay it to Home Office leadership to ensure solutions meet user needs.
• Manage escalations and project‑management of enterprise technology implementations and upgrades, including communication to local and corporate leadership.
• Identify inefficiencies and suggest technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement and learn strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision, and promoting effective tool usage.
• Help prepare users for new technology deployments by assisting with training and communicating benefits.
• Handle vendor management of third‑party technology solutions providers and implementations.
• Track engagement activities and attend training sessions to expand knowledge and skills.
• 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.

• Bachelor’s degree in business or related field, or equivalent experience.
• Minimum of two years of related experience, including consultation experience with professionals in 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 and mobile device hardware and software troubleshooting, including proficiency with 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 percentage increase in adoption, sales, etc.).
• Demonstrated ability to lead and facilitate groups of people.

• Adaptive Communication – formulate strategies to convey complex information to targeted audiences and liaise between technical and non‑technical stakeholders.
• Consulting – connect with stakeholders, understand and gather information to resolve customer problems and communicate intent.
• Customer Centricity – apply a customer‑first mindset to design continuous improvements that support enterprise strategy and drive business outcomes.
• Customer Support – capture and analyze customer information, use customer intelligence to solve problems, and ensure satisfaction.
• Operational Excellence – focus…