Full-Time
Vice President – Investment Products & Services and President
Northwestern Mutual
10,001+ employees
Mutual insurance and financial planning
No salary listed
Company Historically Provides H1B Sponsorship
Milwaukee, WI, USA
In Person
 Product (1) |
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- MBA degree in Business Administration or related field
- Ten plus years of extensive securities related experience to include a minimum five years of product line management experience and three years of fee based securities industry and trust product related experience
- Series 7 license
- Series 24 license
- Master's degree (Master's Required)
- Employment experience: 9+ years
- Develop and execute a strategy for investment products development
- Establish strategies to ensure investment product line profitability and so that product financials achieve expected value outcomes
- Represent all investment products on multi-departmental committees to further develop company strategies
- Direct all field activities related to the investment product lines, including involvement with the IPS Field Committee, Specialist Program, training modules, sessions at regional and annual meetings and conferences, marketing materials for products and product positioning, presentations for wholesaler and field use, and sales and marketing campaigns
- Provide representation and advocacy for investment products product line in cross-departmental project teams focusing on compliance, supervision, regulatory issues, marketing and sales strategies, cross-selling and financial security planning
- Drive the digital strategy for IPS products with eye towards creative concepts and solutions that will advance the client and field experience
- Collaborate with cross-functional business and technology partners to define a digital experience for the IPS products
- Continually benchmark, evaluate, monitor, refine and develop investment products to achieve advantage against competitors, drive sales and increase market share
- Manage investment products field compensation, including competitive benchmarking, alignment with other NM products, field management overrides and transitions, grid inclusion, and field bonus/incentive programs
- Develop and implement strategies to increase investment product sales and use the capabilities of the Company’s holistic planning efforts to assess product integration opportunities with NM Risk based products
- Manage relationships and revenue sharing agreements with other mutual fund relationships. (e.g. product vendor relationships, pricing, etc.)
- Choose long-term strategy for reporting on all IPS products
- Develop future strategy and plans to facilitate scalability and growth of trust services that stabilizes growth and quality service standards which provides a positive experience for advisors and clients
- Serve as President of NMIS and actively participate on the NMIS Advisory Board
- Dual officer supporting multiple product lines
- Lead IPS Product team and Trust Services team
Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1856
Simplify's Take
What believers are saying
- $400 billion retail investment assets fuel cross-selling of wealth management products.
- Nearly $2.5 billion monthly cash flow supports acquisitions into alternative investments.
- Scholarships and $3 million housing pledges boost brand loyalty among younger generations.
What critics are saying
- NAIC PBR 2.0 drains $3-5 billion surplus from $50 billion LTC book by June 2026.
- Quantum breaches crack symmetric encryption on $400 billion assets by 2028, sparking lawsuits.
- SEC Reg BI fines exceed $500 million against 8,000 advisors for annuity cross-selling in 2026.
What makes Northwestern Mutual unique
- Mutual structure delivers record $9.2 billion 2026 dividend payout to policyholders.
- 8,000 full-time advisors enable personalized financial planning for long-term client relationships.
- $2.5 trillion death benefits in force cement largest U.S. individual life insurer position.
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Company News
Northwestern Mutual has committed more than $3 million over three years to construct over 90 affordable homes in Milwaukee's Amani neighbourhood. The investment supports the company's goal of completing 500 affordable homes in Milwaukee by 2030. The funding is part of the City of Milwaukee's 2026 "Year of Housing" initiative and involves partnerships with Dominican Center, Amani United, Community Development Alliance, Milwaukee Habitat for Humanity and other local organisations. In Amani, where over 64% of homes were built before 1940 and only 32% of residents own homes, the project aims to expand homeownership and economic advancement. Since 2020, Northwestern Mutual has provided more than $10 million in housing grants across Milwaukee, supporting new construction, repairs, counselling and food access.
Northwestern Mutual has been ranked sixth among the nation's independent broker-dealers by Financial Advisor magazine, maintaining its streak of top-10 placements for over a decade. The company's gross revenue reached nearly $3.5 billion at the end of 2025, up more than 15% year-over-year. Client assets under management now exceed $400 billion, whilst wealth sales increased more than 18% year-over-year, marking the third consecutive record high. The company's advisor network has grown to over 8,000 full-time advisors and 11,500 team members. In 2025, Northwestern Mutual added over 3,400 new financial representatives in a record recruiting year. The company, which has been operating for more than 165 years, manages more than $780 billion in total assets and serves over five million people.
Sabina Khoja, a financial advisor with over a decade of experience, has been appointed managing director at Northwestern Mutual, marking a significant milestone in an industry where women remain vastly underrepresented in leadership. Khoja began her career directly out of college, an exceptionally uncommon pathway among financial services leaders. The appointment follows ten years of consistent performance and practice growth, including recognition through a Forbes-ranked advisory practice. In her new role, Khoja will formally grow and lead a team of advisors, focusing on mentorship and expanding access to financial services in underserved markets whilst developing Northwestern Mutual's Atlanta district presence. Research shows women represent a small percentage of financial advisors, with fewer still remaining beyond ten years or reaching leadership positions.
Northwestern Mutual announced that 23 of its financial advisors were included in Barron's Top 1,500 list, representing a 35% increase from 2025. The prestigious, data-driven ranking evaluates advisors on assets, revenue, growth, client retention, experience and regulatory records. The company's field force has grown to more than 8,000 full-time advisors, the largest in its nearly 170-year history. In 2025, Northwestern Mutual recruited over 3,400 new financial representatives, marking its 14th consecutive year of growing veteran advisor numbers. Northwestern Mutual manages more than $780 billion in total assets and delivers financial security to over five million people through insurance, annuities and investment services. The company ranked 109 on the 2025 Fortune 500 list.
Northwestern Mutual has announced record 2025 financial results, with revenue exceeding $40 billion for the first time and operating gain surpassing $10 billion. The company's total surplus grew by over $2 billion to exceed $42 billion, driven by strong investment performance and business fundamentals. The Milwaukee-based financial services company declared a record dividend payout of $9.2 billion for 2026, marking a $2.4 billion increase over three years. Northwestern Mutual maintained its position as the largest direct provider of individual life insurance, with nearly $2.5 trillion in death benefits in force. Retail investment client assets reached an all-time high, eclipsing $400 billion. The company's network of financial advisors grew to a record 8,000 full-time advisors. Northwestern Mutual has earned elite financial strength ratings from all four major ratings agencies for 35 consecutive years.