Leads relationship management with top NM firms; working directly with our Sophisticated Planning Strategies (SPS) team of financial, legal and tax professionals that design and implement solutions in partnership with NM advisors for clients with complex planning needs. This role requires a background in financial planning, process management, and communications.
Primary Duties & Responsibilities:
- Implements relationship management strategies and initiatives for Sophisticated Planning Strategies (SPS).
- Provides feedback to leadership.
- Collaborates with SPS and other teams to enhance processes, tools, and field relationships, driving change and fostering strategic partnerships with top NM firms.
- Serves as the primary contact for top NM firms, cultivating strategic relationships and aligning field feedback with organizational goals to enhance client experience for high-net-worth clients.
- Reviews and analyzes PX plans and other information for complex HNW financial planning cases to define scope of request and to determine if additional information is needed. Discuss and communicate scope and case details with top advisors and internal JDs, CPAs and CFPs.
- Oversees the evaluation of complex high-net-worth cases, ensuring alignment with client objectives and SPS capabilities.
- Coordinates with financial, legal and tax professionals to drive towards timely delivery of cases that meet advisor expectations.
- Maintains data and key metrics to inform management decisions.
- Identifies and utilizes enterprise-wide resources to find solutions for requested cases.
- Provides guidance to teams across financial planning and operations to ensure effective execution of strategic objectives.
- Communicates complex ideas effectively, anticipates potential objections, and persuades others to adopt a different point of view.
Qualifications:
- Bachelor's degree is required; advanced degree is preferred.
- Minimum 7 years of progressive experience in process management, case management, and client-facing financial planning.
- Proven track record of managing and influencing without direct authority.
- Experience managing complex and diverse team structures focused on developing strong relationships.
- CFP designation required or working towards CFP designation within 12 months.
- Preferred CPA and/or business planning experience.
- HNW planning experience required.
- Proficiency in NM field-focused software systems, including but not limited to FRM/CRM, PX, NIS, CCV.
- Excellent verbal and written communication skills.
- Strong organizational, problem-solving, and decision-making skills.
- Able to work in agile environment.
- High degree of follow-through, commitment, personal initiative, and motivation.
- Excellent relationship-building skills.
- Proven ability to work independently without the need for oversight.
- Enjoys working with people, focusing on strategic outcomes.
- Team player.
- Experience within the NM field, preferably as advisor and in supporting financial advisor role.
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
Geographic Specific Pay Structure:
205 - Structure 110: 102,060.00 USD - 189,540.00 USD
205 - Structure 115: 106,680.00 USD - 198,120.00 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.
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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
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- Comprehensive benefits
- Employee resource groups
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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/
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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.
