Onsite Tech Solutions Consultant for Financial Advisors

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

Job summary

Northwestern Mutual Investment Services, LLC is seeking a Technology Solutions & Support Consultant. This onsite role embeds within network offices nationwide to advance advisors' productivity through technology solutions and customized consulting.

You will drive integration of the technology suite, champion adoption, and coordinate with Home Office leadership and enterprise partners. The role emphasizes building relationships, delivering training on best practices, and guiding deployments

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.
• Demonstrated ability to lead and facilitate groups of people.

Responsibilities

• Develop relationships with financial advisors, FA teams, and network office leadership and their teams.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively.
• Utilize knowledge of computers, devices, hardware, software, OS, and LAN.
• Understand insurance and investment sales cycles to integrate technology into business processes.
• Apply consulting strategies to demonstrate technology benefits with clear communication.
• Provide advanced project consultation and SME to enterprise partners on tech needs and upgrades.
• Collect feedback from advisors to relay to Home Office leadership for meeting user needs.
• Manage escalations and project management of enterprise tech implementations and upgrades.
• Identify inefficiencies and suggest simple tech applications to improve practices.
• Participate in planning sessions to support goal achievement and productivity.

Skills

Adaptive Communication

Consulting

Customer Centricity

Customer Support

Operational Excellence

Prioritization

Stakeholder Relationship

Education

Bachelor’s degree or equivalent

Job description

Northwestern Mutual Investment Services, LLC is seeking a Technology Solutions & Support Consultant. This onsite role embeds within network offices nationwide to advance advisors' productivity through technology solutions and customized consulting.

You will drive integration of the technology suite, champion adoption, and coordinate with Home Office leadership and enterprise partners. The role emphasizes building relationships, delivering training on best practices, and guiding deployments