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 specialists 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 experts.
- Understands and demonstrates regulatory compliance by adhering to business conduct and supporting programs that address field and client practices.
Qualifications:
- FINRA Series 7 (or ability to obtain within 6 months of employment).
- 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.
Compensation Range:
Pay Range - Start:
$69,720.00
Pay Range - End:
$129,480.00
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 — Corporate materials describe automatic 401(k) company contributions alongside a separate, company‑funded cash balance pension with a guaranteed interest credit. This dual‑plan design is highlighted as a standout element for corporate roles.
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Leave & Time Off Breadth — PTO is outlined as starting in the low‑20s of days per year and increasing with tenure, with paid parental and caregiving leave and volunteer time included. This structure signals generous time‑off support for different life stages.
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Healthcare Strength — Medical, dental, and vision coverage is paired with Lyra mental health services, fertility and family‑building support, and company‑paid disability and life insurance. On‑site health centers, virtual primary care, and fitness centers or reimbursements enhance everyday access and wellbeing.
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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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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.
