Investment Product Consultant

Summary

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.

Primary Duties and Responsibilities

• 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.

Qualifications

• 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

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