Business Solutions Consultant (On-site)

Northwestern Mutual Investment Services, LLC; Minneapolis (MN); Hybrid; USD 77,000 - 116,000; Full time

Job summary

The Business Solutions Consultant is an on-site role embedded within Northwestern Mutual network offices nationwide, dedicated to advancing financial advisors' sales effectiveness through technology solutions and customized consulting.

You will cultivate relationships with advisors and leadership, demonstrate benefits of the tech suite, support adoption, train users, and help plan improvements across the organization. Travel may be required.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum 2 years consulting experience in financial services or related field.
• Experience coaching and training professionals.
• Ability to explain sales-focused software technology and benefits.
• Strong relationship-building skills.
• Proven ability to drive measurable improvements in outcome-based models.
• Proven ability to lead and facilitate groups.

Responsibilities

• Develop relationships with financial advisors, teams, and leadership.
• Assist advisors in using Northwestern Mutual tools to boost productivity.
• Understand sales cycles to align tech with business processes.
• Demonstrate technology benefits with clear, audience-focused communication.
• Collect advisor feedback and relay to Home Office leadership.
• Identify inefficiencies and suggest simple tech solutions.
• Participate in planning to support goal achievement and productivity.
• Help deliver training on technology best practices.
• Prepare users for new deployments with training and communication.
• Attend training sessions to expand knowledge and skills.
• Travel may be required based on supported offices.

Skills

Financial services acumen

Business acumen

Escalation management

Operational excellence

Technical & digital acumen

Cross functional partnering

Customer support

Project management

Process improvement

Customer centricity

Field advocacy

Prioritization

Sales cycle acumen

Continuous improvement

Analytical thinking

Change management

Stakeholder relationship

Strategic thinking

Adaptive communication

Consulting

Education

Bachelor’s degree in business or related field

Job description

About The Job:

The Business Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

What You'll Do:

• 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.
• 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.

What You'll Bring:

• 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. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
• Demonstrated ability to lead and facilitate groups of people.

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:

$77,360.00

Pay Range - End:

$116,040.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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

Financial Services Industry Acumen (NM), Business Acumen (NM), Escalation Management (NM), Operational Excellence (NM), Technical & Digital Acumen (NM), Cross Functional Partnering & Planning (NM), Customer Support (NM), Project Management (NM), Process Improvement (NM), Customer Centricity (NM), Field Advocacy (NM), Prioritization (NM), Sales Cycle Acumen (NM), Continuous Improvement (NM), Analytical Thinking (NM), Change Management (NM), Stakeholder Relationship (NM), Strategic Thinking (NM), Adaptive Communication (NM), Consulting (NM)