Investment Product Consultant - Hybrid.

Summary

Assist with management of investment products (Mutual Funds, ETFs, SMAs, Alternatives, etc.) platform, including design and implementation of new or existing products, promotional strategies, overall execution of the product strategy and day-to-day product line management to advance sales, servicing and competitiveness. Understand the products the role is responsible for and analyzing/developing solutions for complex Legal/Regulatory/Competitive issues that may arise. Work extensively with third-party product sponsors to understand and align on products offered, and continually evaluate NM Wealth's own product strategy.

Primary Duties and Responsibilities

• Interprets field/customer desires, needs, and feedback and is a go-to product expert that can explain and translate product or program features and functions to internal and external business partners.
• Translates product strategy into product design details, implements changes, and tests that products are performing as designed.
• Develops expertise of investment products and technology platform offerings to analyze, implement and test platform updates.
• Understands profitability of assigned products via assets under management, sales growth, net cash flow, sound product design and manageable expenses.
• Research product design of competitive offerings, models, changes to pricing and rates, and makes recommendations based on this information, as necessary.
• Understands the strategic role NM's Wealth & Investment Management division plays in the NM enterprise and how investment products integrate with insurance products and financial planning platforms.
• Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts (both internal and external to NM).
• 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.

Qualifications

• Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience. Masters/MBA a plus.
• Minimum of 5 years of experience in financial services, and industry relationships a plus.
• Demonstrated knowledge of the Wealth Management space, including but not limited to: product, pricing, due diligence, regulatory environment, compliance, and field & customer concerns/preferences.
• Strong organizational and follow-through skills, with demonstrated ability to work on multiple priorities & projects simultaneously, within deadlines.
• Ability to participate as a subject matter expert in departmental or cross-departmental initiatives.
• Ability to anticipate and analyze impact of business decisions, future consequences and trends.
• Demonstrated analytical skills and comfort working with large datasets, primarily via Excel or using dashboard/business intelligence tools (e.g. PowerBI).
• Ability to build rapport with and foster strong internal and external networks, and leverage resources within or sourced-from these networks.
• Very strong verbal and written communication skills and ability to make effective formal presentations to internal and external firm's leadership.
• Professional certification - (CLU, ChFC, CFA, CFP, CPA or similar) beneficial, but not required.Designation costs, as applicable, are typically covered by NM.
• FINRA - Series 7 (or ability to obtain within first 6 months of employment)

Skills - Proficiency Level:

Data Analysis & Financial Modeling - Intermediate

Field Force - Intermediate
Investment Product Management - Intermediate
Investment Strategy - Basic
Product Communications - Intermediate
Product Development - Intermediate
Product Implementation - Intermediate
Product Planning - Intermediate
Product Pricing - Intermediate
Product Development Research - Intermediate
Profitability Management - Basic
Regulatory Compliance - Intermediate
System Platforms - Intermediate
Vendor Management - Intermediate

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

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Required Certifications:

Series 7 - FINRA, SIE - FINRA

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

Required Certifications:

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

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 California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups