This banking professional will collaborate with Northwestern Mutual (NM) Advisors to help high net worth clients achieve financial goals by consulting on cash management, lending, and related solutions; educate advisors on banking and lending solutions to increase their relevance; partner with NM's third-party partners and position solutions to NM advisors; and guide NM's banking, trust and lending strategy.
Primary Duties & Responsibilities:
- Consult, recommend, and help implement cash management and lending solutions that support high net worth client's financial goals.
- Develop tailored banking strategies that address clients' unique investment, risk management, and financing/liquidity needs.
- Provide subject matter expertise to enterprise partners (CPAs, JDs, CFPs, etc).
- Partner with NM's banking partners to implement and maximize effectiveness of solutions.
- Identify and address friction points with existing cash management and lending solutions.
- Develop and deliver lending and cash management education and sales enablement collateral to internal and external audiences.
- Work with NM Advisors to curate relationships with local and regional banks, banking institutions and lending institutions.
- Contribute to development and ongoing execution of NM's banking, trust and lending strategy and roadmap.
Qualifications:
- Minimum 10+ years of experience in a Private Banking or related role working with HNW clients (net worth $10M+ minimum).
- Bachelor's degree required. Advanced degree preferred (MBA).
- People management experience preferred.
- Trust experience preferred.
- Comprehensive understanding of banking solutions including securities and insurance backed lending, mortgage loans, and cash management solutions.
- Thorough knowledge of credit and lending practices including analyzing financial information.
- Client centric written and verbal communication skills.
- Broad understanding of financial planning, estate planning and trust planning.
Compensation Range:
Pay Range - Start:
$123,480.00
Pay Range - End:
$229,320.00
Geographic Specific Pay Structure:
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
What the Team is Saying
Northwestern Mutual Compensation & Benefits Highlights
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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.
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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.
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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.
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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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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.
