Onsite Tech Solutions & Strategy Consultant II

Northwestern Mutual; Charleston (WV); On-site; USD 70,320 - 105,480; Full time

Benefits offered by this job

Equal‑opportunity employer

Competitive compensation

Job summary

Northwestern Mutual in Charleston, WV is seeking a Technology Solutions & Support Consultant to be 100% on-site embedded within our network offices. The role focuses on advancing advisors’ sales effectiveness by implementing technology solutions, optimizing configurations, and driving product integration to align digital strategies with business goals.

You will train users, manage vendor relationships, lead project consults for remodels or new offices, collect feedback, and help translate

Qualifications

• Bachelor's degree or equivalent experience required.
• 2+ years of related experience including consultation in financial services or similar industries.
• Experience coaching and training professionals.

Responsibilities

• Develop relationships with financial advisors and leadership to understand objectives and needs.
• Assist advisors in using Northwestern Mutual’s technology tools to improve productivity.
• Support advisor practices with hardware/software configurations and troubleshooting.
• Lead project consultations for remodels, new offices, and upgrades; manage vendor relationships.
• Deliver training on technology best practices and promote effective tool usage.

Skills

Adaptive Communication

Consulting

Customer Centricity

Customer Support

Operational Excellence

Prioritization

Stakeholder Relationship

Education

Bachelor’s degree in business or related field

Job description

Northwestern Mutual in Charleston, WV is seeking a Technology Solutions & Support Consultant to be 100% on-site embedded within our network offices. The role focuses on advancing advisors’ sales effectiveness by implementing technology solutions, optimizing configurations, and driving product integration to align digital strategies with business goals.

You will train users, manage vendor relationships, lead project consults for remodels or new offices, collect feedback, and help translate