Northwestern Mutual
Start-Up Vibes with The Stability of a Fortune 100 Company.
Milwaukee, WI

Investment Product Consultant (Milwaukee, WI)

| Milwaukee, WI
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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.
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:
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. Understand the products the role is 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, implements changes, and tests 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 IPS 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.
  • Professional certification - CLU, ChFC, CFA, CFP, CPA or similar designation.
  • FINRA - Series 7

Benefits:
Great pay package, 401K, Company sponsored retirement plan, Educational assistance, Performance based incentive pay, Medical, dental and vision insurance, Parental leave, Caregiver time off....and more
#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.
If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
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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
Friends outside of work
Eat lunch together
Intracompany committees
Team based strategic planning
Group brainstorming sessions
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Northwestern Mutual offers a pension plan for employees.
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Cross functional training encouraged
Promote from within
Mentorship program

An Insider's view of Northwestern Mutual

What’s the vibe like in the office?

We’re not afraid to explore or experiment. Everyone has a voice. You can really make an impact—especially with a fresh perspective.

Kedasha Kerr

Software Engineer

How do you collaborate with other teams in the company?

NM has always been known for it’s culture. To this day, I have still not received a “no”, when asking a colleague for a lunch or coffee meeting. Networking was an invaluable part of my internship experience that allowed me to determine where I wanted to go within the Cyber Security domain.

Chester LeBron

Senior Cybersecurity Engineer

How does the company support your career growth?

I started as an intern and worked my way up. Northwestern Mutual made it so easy to network and learn, then they empowered me to go out and achieve.

Chris Coleman

Regional Financial Consultant

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