Field Tech Solutions and Support Consultant

Northwestern Mutual Investment Services, LLC; Phoenix (AZ); On-site; USD 70,000 - 105,000; Full time

Job summary

Northwestern Mutual Investment Services, LLC seeks a Technology Solutions & Support Consultant to embed within network offices nationwide. The role optimizes technology configurations and drives product integration while delivering customized consulting to align digital strategies with business objectives and promote adoption of Northwestern Mutual’s technology suite.

The role requires collaboration with financial advisors, FA teams, and NO leadership; provides advanced project consultation,

Qualifications

• Bachelor’s degree in business or related field, or equivalent experience.
• Minimum of 2 years related experiences including consultation experience within financial services.
• 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.
• Demonstrated ability to lead and facilitate groups of people.

Responsibilities

• Develop relationships with financial advisors, FA teams, and network office leadership to understand objectives and support needs.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively to improve client-advisor experiences and productivity.
• Utilize knowledge of computers, mobile devices, hardware, software configurations, OS, and LAN in daily tasks.
• Understand insurance and investment sales cycles to integrate technology into business processes.
• Apply consulting strategies to demonstrate technology benefits and ensure clear communication.
• Provide advanced project consultation and SME support to enterprise partners on tech needs and upgrades.
• Collect feedback from advisors to inform Home Office leadership and improve tech solutions.
• Manage escalations and project management of enterprise tech implementations and upgrades.
• Identify inefficiencies and propose simple tech applications to improve advisor practices.
• Participate in planning sessions to support goals and learning strategic methods for productivity and client satisfaction.
• Assist in delivering training on tech best practices and facilitate classes.
• Prepare users for new tech deployments with training and benefit communication.
• Handle vendor management of third-party tech solutions and integrations.
• Track engagement and training events to contribute to improvement efforts.
• Maintain high proficiency in complex hardware and software through ongoing learning.

Skills

Adaptive Communication

Consulting

Field Advocacy

Interpersonal Savvy

Prioritization

Technical & Digital Acumen

Training Needs Analysis

Education

Bachelor’s degree or equivalent experience

Tools

Software support tool

Job description

About the Job:

The Technology Solutions & Support 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 dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with 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.

• 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.

• Travel may be required based on supported offices.

What You'll Bring to the Role:

• 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.

Skills you have:

• Adaptive Communication - Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.

• Consulting - Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.

• Field Advocacy - Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation, prioritization, sequencing, and/or design of digital product enhancements, to maximize value to the field and increase the effectiveness of adoption.

• Interpersonal Savvy - Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport, constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.

• Prioritization - Prioritization: Assess and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.

• Technical & Digital Acumen - Technical & Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.

• Training Needs Analysis - Training Needs Analysis: Identifies skills gaps using data analysis and qualitative observation and advises on learning needs for successful individual and organizational performance.

#LI-Hybrid

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:

$70,320.00

Pay Range - End:

$105,480.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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.

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

Adaptive Communication (NM) - Beginner, Training Needs Analysis (NM) - Beginner, Interpersonal Savvy (NM) - Beginner, Field Advocacy (NM) - Beginner, Consulting (NM) - Beginner, Customer Centricity (NM) - Intermediate, Technical & Digital Acumen (NM) - Beginner