If you have a passion, the background, and applicable skills for defining future Field and HO experiences, this may just be the opportunity you've been looking for! This role is focused on expansion of service & capabilities for comprehensive financial planning for clients. This role requires strong Enterprise and field collaboration with general expertise in financial planning concepts.
Primary Duties & Responsibilities
- Lead 3rd party vendor onboarding. Work with 3rd party partners, sourcing and procurement, risk engineers, law & compliance, and digital products team to negotiate and onboard new 3rd party partnerships (service and technology partners);
- Manage partner onboarding process from Zip request to final ATO and rollout to the field.
- Complete periodic tasks and activities for annual reviews of 3rd party vendors
- Lead and oversee project execution of new client solutions by aligning plans with SPS and Advisor solutions priorities, providing visibility and progress reporting to stakeholders.
- Develop and lead field pilots/test & learns for new client solutions; ensure setup and monitoring of pilots are done such that adequate information is available to make go/no-go decisions.
- Develop various project documents and tools in support of project execution - project executive summaries, testing documentation, technical/functional requirements; partner/service documentation. Conduct data analysis in support for 3rd party partnerships and projects
- Ensure that new solution development and rollouts are completed to meet schedule, scope, by working with cross functional teams to create business requirements, test and align roadmaps to drive the overall experience and solution vision, and communication to drive the solution positioning.
- Partner with the SPS change management lead to ensure accuracy of change management documents and execution and delivery of change management successful execution of change management activities; Conduct final reviews and access checks of all change management deliverables prior to rollout
- Support ongoing research and analysis of and planning for future advisor and client solutions
Qualifications
- Bachelor's degree in business administration, finance, or related field. Demonstrated knowledge of the overall financial planning core domains for HNW clients.
- Minimum of 3-5 years of experience with financial services; experience with Northwestern Mutual (NM) products preferred.
- Demonstrated experience in researching, designing, developing and rollout of client services/solutions in financial services industry.
- Strong organization, follow-through, and communication skills with ability to move others to work within deadlines and prioritize work.
- Metrics and data analysis skills to develop, monitor and make data driven decisions around design and build efficiency and effectiveness.
- Strong understanding of and experience interacting with NM field.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$104,090.00
Pay Range - End:
$193,310.00
Geographic Specific Pay Structure:
Structure 110:
$114,520.00 USD - $212,680.00 USD
Structure 115:
$119,700.00 USD - $222,300.00 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.
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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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.
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
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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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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.
