Technology Success Consultant - W Hartford, CT

Northwestern Mutual Investment Services, LLC; West Hartford (CT); On-site; USD 77,000 - 116,000; Full time

Job summary

Northwestern Mutual Investment Services, LLC is seeking a Technology Solutions Consultant to be embedded in network offices nationwide. The role focuses on advancing advisors' sales effectiveness and practice growth through customized technology consulting and adoption of Northwestern Mutual’s technology suite.

You will cultivate strong relationships with advisors, teams, and leadership, deliver targeted training, and help align digital strategies with business objectives.

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 teams, and network office leadership and their teams.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively.
• Understand the insurance and investment sales cycles to integrate technology into processes.
• Apply consulting strategies to demonstrate technology benefits and ensure audience understanding.
• Collect feedback from advisors and relay it to Home Office leadership to meet user needs.
• Suggest simple technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement and productivity.
• Assist in delivering training on technology best practices under supervision.
• Prepare users for new technology deployments with training and communication of benefits.
• Track engagement and attend training sessions to expand knowledge and skills.

Skills

Consulting

Interpersonal Savvy

Adaptive Communication

Cross Functional Partnering & Planning

Learning Agility & Critical Thinking

Education

Bachelor’s degree in business or related field

Job description

About The Job:

The Technology 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.

Skills You Have:

Consulting - Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain; communicates intent, solicits customer requirements, uses domain knowledge, and collaborates with the right stakeholders.

Interpersonal Savvy - Relates well to people inside and outside the organization; builds appropriate rapport and constructive, effective relationships; uses diplomacy and tact.

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

Cross Functional Partnering & Planning - Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions and areas of expertise to achieve common goals.

Learning Agility & Critical Thinking - Pursues continuous learning and obtains knowledge in relevant fields, methods, or technologies; uses critical thinking to identify opportunities, execute solutions, and measure impact to improve practices and processes.

#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: $77,360.00

Pay Range - End: $116,040.00

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.

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

Learning Agility & Critical Thinking (NM), Interpersonal Relationships, Cross-Functional Partnerships, Consulting (NM), Cross-Functional Planning, Adaptive Communication