Northwestern Mutual
Start-Up Vibes with The Stability of a Fortune 100 Company.
Hybrid

Investment Products Analyst

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At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. 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. A significant portion of the analyst's time is spent maintaining existing platforms/products.

Primary Duties & Responsibilities:

  • Exposure to field feedback and customer needs in order to understand product or program features and functions. May support decisions and processes that are in place and translate to advisors.
  • Support implementation of new products and maintain existing products by updating reports and running data.
  • Build expertise for the technology platforms or processes that support the investment products.
  • Learning about profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses. Researching product design of competitive offerings.
  • Learning about the strategic role IPS plays in the enterprise and how investment products integrate with insurance products.
  • Supports ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory professionals.
  • Understands and demonstrates regulatory compliance by adhering to business conduct, and supporting programs that address field and client practices.

Qualifications:

  • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
  • 3 plus years of experience in financial services.
  • Ability to learn technical details of investment programs.
  • Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
  • Strong attention to detail and ability to develop deep product expertise.
  • Ability to build strong internal networks.
  • Strong verbal and written communication skills.
  • Progress towards a professional certification - CLU, ChFC, CFA, CFP, CPA or similar designation.
  • FINRA Series 6 or 7



#LI-POST

#IN-POST

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:

Series 6 - FINRA, Series 7 - FINRA, SIE - FINRA 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.

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What are Northwestern Mutual Perks + Benefits

Northwestern Mutual Benefits Overview

Whether providing education assistance, competitive health benefits or time off for community service, Northwestern Mutual is committed to supporting employees so they can live their best lives. 

Culture
Volunteer in local community
Partners with nonprofits
OKR operational model
Team based strategic planning
Employee resource groups
Hybrid work model
Flexible work schedule
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Northwestern Mutual offers a pension plan for employees.
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Some meals provided
Company-sponsored happy hours
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Online course subscriptions available

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