Advisory Platform Consultant

Northwestern Mutual

Advisory Platform Consultant

Posted Yesterday

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Milwaukee WI USA

Hybrid

108K-170K Annually

Senior level

Fintech • Insurance • Financial Services

Start-Up Vibes with The Stability of a Fortune 100 Company.

The Role

Lead growth enhancement and maintenance of the advisory platform (including trading proposals billing compliance reporting and integrations). Design and implement new features translate product strategy into platform configurations manage testing and rollouts document requirements partner with vendors troubleshoot complex issues and serve as the subject matter expert and advisor-facing coach for platform functionality.

Summary Generated by Built In

Summary:
The primary responsibility of this role is to lead the growth enhancement and maintenance of all aspects of NMWMC's advisory platform including trading capabilities proposal workflow billing capabilities investment policy violations reporting and integrated solutions. A key component of the role includes designing and implementing new platform features and configurations in support of product enhancements and additions that advance usability scalability and advisor satisfaction. This position requires a strong understanding of the advisory product suite including investment knowledge and significant wealth management expertise along with deep understanding and expertise in the Envestnet platform and associated integrations.
Primary Duties & Responsibilities:

Translates product strategy into platform design details implements changes and tests that products perform as designed.
Assists in leading platform strategy design configuration execution and testing for advisory program products and features.
Understands the impact of regulatory compliance on platform functionality and investment products and participates in project teams to implement necessary changes to products programs or processes.
Interprets field feedback and customer needs and serves as the go-to product platform expert who can explain and translate product or program platform functionality features and functions to internal and external partners.
Responsible for pre-project planning and business cases for small projects.
Presents platform enhancements and best practices to large groups of internal and external stakeholders.
Serves as a deep subject matter expert for internal home office teams that have a platform dependency or are building integrated software or processes with a platform dependency.
Leads solutioning and investigation for complex platform issues and defects.
Serves as a subject matter expert for advisors and teams related to platform functionality including educating and coaching on best practices and mentoring around core methodologies patterns standards and processes.
Collects feedback from advisors teams and internal stakeholders on desired new platform features. Solutions configuration options and platform development projects required to deliver new features. Leads the process of documenting requirements partnering with external vendors and internal stakeholders on feature design testing implementation rollout and change management.

Knowledge Skills Abilities:

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.
FINRA - Non-Registered Fingerprinted.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
Pay Range - End:
Geographic Specific Pay Structure:
Structure 110:
$108160.00 USD - $162240.00 USD
Structure 115:
$113040.00 USD - $169560.00 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.
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 that welcomes talented individuals of all backgrounds. 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.
Skills
Analytical Thinking (NM) - Advanced Customer Centricity (NM) - Advanced Risk Evaluation (NM) - Advanced Cross Functional Partnering & Planning (NM) - Advanced Product Management (NM) - Advanced Industry Knowledge (NM) - Advanced Investment Products (NM) - Advanced Accountability (NM) - Beginner Data Literacy (NM) - Intermediate Technical & Digital Acumen (NM) - Advanced Learning Agility & Critical Thinking (NM) - Intermediate Product Positioning (NM) - Advanced Adaptive Communication (NM) - Advanced Consulting (NM) - Advanced Insurance Products (NM) - Advanced Decision Making (NM) - Advanced Product Development (NM) - Advanced Business Influence (NM) - Beginner Customer Market & Ecosystem Knowledge (NM) - Advanced Solution Design Oriented Thinking (NM) - Advanced Customer Service Mindset (NM) - Advanced
FIND YOUR FUTURE
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

Skills Required

Bachelor's degree in business finance economics or equivalent experience
5+ years of experience in financial services
Demonstrated knowledge of the Wealth Management industry including product and pricing
Deep expertise with the Envestnet platform and associated integrations
FINRA Non-Registered Fingerprinted (completion of required forms and fingerprinting)
Strong verbal and written communication and presentation skills
Experience designing configuring testing and implementing platform features and solutions
Ability to lead pre-project planning build business cases and collaborate with cross-functional teams

What the Team is Saying

Northwestern Mutual Compensation & Benefits Highlights

Retirement Support—The package includes both a 401(k) and a company‑funded cash balance pension with automatic company contributions and disclosed vesting. This dual‑plan structure and cash‑balance credits strengthen long‑term savings support.
Parental & Family Support—Paid parental leave caregiving leave and adoption/surrogacy assistance are explicitly provided for eligible employees. Fertility and family‑building resources are also highlighted as part of the offering.
Healthcare Strength—Medical dental and vision coverage are paired with mental‑health resources and access to on‑site health centers in key locations. Fitness centers and reimbursements extend health and wellness support beyond core insurance.

Learn more about Northwestern Mutual's Compensation & Benefits →

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The Company

HQ: Milwaukee WI

8400 Employees

Year Founded: 1857

What We Do

You’ll Like It Here 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/

Why Work With Us

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.