Advisory Programs Consultant

Posted 5 Hours Ago
Be an Early Applicant
Milwaukee, WI, USA
Hybrid
98K-170K Annually
Senior level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Manage investment product lifecycle by designing, implementing, testing, and promoting products. Serve as subject-matter expert translating field feedback, analyzing profitability and competitive offerings, ensuring regulatory compliance, coordinating cross-functional teams, and supporting product evolution to drive sales and servicing outcomes.
Summary Generated by Built In
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
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.
How you will do it:
  • 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, implement changes, and test that products are performing as designed.
  • Utilizes expertise of investments 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. Researching 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.

Bring your Best! What this role needs:
  • 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 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.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$98,320.00
Pay Range - End:
$147,480.00
Geographic Specific Pay Structure:
Structure 110:
$108,160.00 USD - $162,240.00 USD
Structure 115:
$113,040.00 USD - $169,560.00 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, 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 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.
Skills
Analytical Thinking (NM) - Advanced, Customer Centricity (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Advanced, Risk Evaluation (NM) - Advanced, Product Management (NM) - Advanced, Industry Knowledge (NM) - Advanced, Investment Products (NM) - Advanced, Accountability (NM) - Beginner, Technical & Digital Acumen (NM) - Advanced, Data Literacy (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Product Positioning (NM) - Advanced, Consulting (NM) - Advanced, Insurance Products (NM) - Advanced, Decision Making (NM) - Advanced, Product Development (NM) - Advanced, Business Influence (NM) - Beginner, Customer, Market & Ecosystem Knowledge (NM) - Advanced, Customer Service Mindset (NM) - Advanced, Solution Design Oriented Thinking (NM) - Advanced
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.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Skills Required

  • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
  • 5+ 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; 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 industry resources.
  • Strong verbal and written communication skills and ability to make effective formal presentations to small and medium-size groups.
  • FINRA - Non-Registered Fingerprinted (Associated Person classification requires fingerprinting and form completion).

What the Team is Saying

Chris
Chester

Northwestern Mutual Compensation & Benefits Highlights

  • Retirement Support The package includes both a 401(k) and a company‑funded cash balance pension with automatic company contributions and disclosed vesting. This dual‑plan structure and cash‑balance credits strengthen long‑term savings support.
  • Parental & Family Support Paid parental leave, caregiving leave, and adoption/surrogacy assistance are explicitly provided for eligible employees. Fertility and family‑building resources are also highlighted as part of the offering.
  • Healthcare Strength Medical, dental, and vision coverage are paired with mental‑health resources and access to on‑site health centers in key locations. Fitness centers and reimbursements extend health and wellness support beyond core insurance.

Northwestern Mutual Insights

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The Company
HQ: Milwaukee, WI
8,400 Employees
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. 

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Northwestern Mutual Teams

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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
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HQMilwaukee, WI
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New York, NY
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