Job Description
Primary responsibility is to support the growth enhancement and maintenance of all aspects NMWMC's advisory platform including trading capabilities proposal workflow billing capabilities investment policy violations reporting and integrated solutions. This role supports the day-to-day operation and continuous improvement of NMWMC's advisory technology platform partnering with product compliance and technology teams to ensure a stable compliant and scalable advisor experience. This position must have a basic understanding of investments and advisory products as well as advisory systems and associated integrations.
Advisory Platform Sr. Specialist
Primary Duties & Responsibilities:
- Responsible for supporting the Envestnet and FolioDynamix release process.
- Work with product team and other stakeholders on configuration and development backlogs.
- Responsible for supporting Wealth projects including requirements and testing.
- Responsible for the maintenance of Wealth Platforms.
- Level one resource for escalations and defect management including maintaining a defect tracker.
- Basic understanding of the strategic role IPS plays in the enterprise and how investment products integrate with insurance products.
- Basic understanding of the impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products programs or processes.
- Builds subject matter expertise working by working with the Advisory product and Advisory platform team.
Knowledge Skills Abilities:
- Bachelor's degree or equivalent in business finance economics or related field or equivalent experience.
- 2 plus years of experience in financial services.
- Envestnet Experience Preferred.
- Experience with the Wealth Management or Investment 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 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:
$81280.00
Pay Range - End:
$121920.00
Geographic Specific Pay Structure:
Structure 110:
$89440.00 USD - $134160.00 USD
Structure 115:
$93440.00 USD - $140160.00 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 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.
Skills
Customer Market & Ecosystem Knowledge (NM) - Intermediate Customer Service Mindset (NM) - Intermediate Industry Knowledge (NM) - Intermediate Technical & Digital Acumen (NM) - Intermediate Cross Functional Partnering & Planning (NM) - Intermediate Consulting (NM) - Intermediate Data Literacy (NM) - Intermediate Product Management (NM) - Intermediate Customer Centricity (NM) - Intermediate Analytical Thinking (NM) - Intermediate Adaptive Communication (NM) - Intermediate Learning Agility & Critical Thinking (NM) - Intermediate Decision Making (NM) - Intermediate Solution Design Oriented Thinking (NM) - Intermediate Product Development (NM) - Intermediate Product Positioning (NM) - Intermediate Insurance Products (NM) - Intermediate Risk Evaluation (NM) - Intermediate Investment Products (NM) - Intermediate
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 related field
- 2 plus years of experience in financial services
- Envestnet experience
- Experience with Wealth Management or Investment industry
- Strong organizational and follow-through skills
- Strong verbal and written communication skills
What the Team is Saying
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.
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Northwestern Mutual Teams
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Hybrid Workspace
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.
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