Tech Success Cons

Bring your best! What's the role?

The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.).

Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices.

This position requires 100% onsite availability in Austin, TX (78746) . This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network office.

Primary Duties & Responsibilities:

• Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.

• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.

• Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.

• Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.

• Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.

• Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.

• Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.

• Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.

• Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.

• Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.

• Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.

• Help prepare users for new technology deployments by assisting with training and communication of benefits.

• Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.

• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.

• Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.

Qualifications:

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

• Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.

• Experience coaching and training professionals.

• Technology support experience preferred.

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

• Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool

• 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.

#LI-Onsite

Compensation Range:

$60,340.00

Pay Range - End:

$112,060.00180 - Structure 110 (Exempt): 66,360.00 USD - 123,240.00 USD180 - Structure 115 (Exempt): 69,370.00 USD - 128,830.00 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.

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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.