Technology Solutions Consultant III

Summary:

The Technology Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

As an experienced member of the team, this role will lead initiatives across the organization, contributing to projects and nurturing the growth and development of their peers.

Primary Duties & Responsibilities:

• Maintain strong connections with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, consistently supporting business objectives through effective communication.

• Engage advisors and teams to optimize the use of Northwestern Mutual's technology suite, driving enhancements in client-advisor experiences and productivity.

• Utilize comprehensive knowledge of sales cycles to strategically integrate technology into business processes.

• Tailor consulting strategies to effectively demonstrate technology benefits, ensuring clear comprehension and value-added utilization across diverse audiences.

• Analyze and relay feedback to Home Office leadership, advocating for technology solutions that meet end-user needs.

• Independently identify inefficiencies and recommend targeted technology applications to improve advisor practices.

• Lead planning and execution efforts to achieve goals, leveraging strategic insights to boost productivity and client experiences.

• Develop and deliver training sessions on technology best practices, facilitating classes that enhance tool usage and advisor capabilities.

• Coordinate successful technology deployments, ensuring users are trained and informed about benefits.

• Monitor engagement effectiveness and pursue continuous learning to stay updated with technology trends, driving improvement initiatives.

• Engage in small teams to develop solutions for difficult issues affecting the organization.

• Leverage subject matter expertise to mentor and train others.

Qualifications:

• Bachelor's degree in business or related field, or equivalent experience.

• Minimum of three (3) years of consultation experience working with professionals within financial services or similar industry.

• Minimum of one (1) year of experience coaching and training professionals.

• Ability to understand sales-focused software technology and its benefits.

• Ability to build and maintain relationships.

• Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)

• Demonstrated ability to lead and facilitate groups of people.

Compensation Range:

Pay Range - End:

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

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.

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