Advisor Technology Growth Consultant

northwesternmutual; BLOOMINGTON (MN); On-site; USD 77,000 - 116,000; Full time

Job summary

Northwestern Mutual is seeking a Business Solutions Consultant to work on-site embedded within network offices nationwide. You will build relationships with financial advisors and leadership, help teams adopt technology tools, and align digital strategies with business goals to drive practice growth.

The role requires a Bachelor's degree (or equivalent) and 2+ years of consulting experience in financial services, with coaching and training capabilities.

Qualifications

• Bachelor's degree in business or related field, or equivalent experience.
• Minimum 2 years related experience including consultation experience working with professionals within financial services or similar industry.
• 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.
• Demonstrated ability to lead and facilitate groups of people.

Responsibilities

• Develop relationships with financial advisors (FA), FA teams, and network office 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.
• 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.
• Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
• 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.
• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
• Travel may be required based on supported offices.

Skills

Adaptive Communication

Customer Centricity

Prioritization

Education

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

Job description

Northwestern Mutual is seeking a Business Solutions Consultant to work on-site embedded within network offices nationwide. You will build relationships with financial advisors and leadership, help teams adopt technology tools, and align digital strategies with business goals to drive practice growth.

The role requires a Bachelor's degree (or equivalent) and 2+ years of consulting experience in financial services, with coaching and training capabilities.