Investment Products Consultant

Northwestern Mutual • Permanent • Wisconsin, United States • 1d ago

Summary

Assist with management of investment products (Mutual Funds, ETFs, SMAs, Alternatives, etc.) platform, including design and implementation of new or existing products, promotional strategies, overall execution of the product strategy and day-to-day product line management to advance sales, servicing and competitiveness. Understand the products the role is responsible for and analyzing/developing solutions for complex Legal/Regulatory/Competitive issues that may arise. Work extensively with third-party product sponsors to understand and align on products offered and continually evaluate NM Wealth's own product strategy.

Primary Duties and Responsibilities

Interprets field/customer desires, needs, and feedback and is a go-to product expert that can explain and translate product or program features and functions to internal and external business partners.
Translates product strategy into product design details, implements changes, and tests that products are performing as designed.
Develops expertise of investment products and technology platform offerings to analyze, implement and test platform updates.
Understands profitability of assigned products via assets under management, sales growth, net cash flow, sound product design and manageable expenses.
Research product design of competitive offerings, models, changes to pricing and rates, and makes recommendations based on this information, as necessary.
Understands the strategic role NM's Wealth & Investment Management division plays in the NM enterprise and how investment products integrate with insurance products and financial planning platforms.
Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts (both internal and external to NM).
Understands impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes.
Builds leadership skills and may informally mentor others on small projects, teams or committees.

Qualifications

Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience. Masters/MBA a plus.
Minimum of 5 years of experience in financial services, and industry relationships a plus.
Professional certification - (CFA, CFP, CPA, ChFC or similar) beneficial, but not required. Designation costs, as applicable, are typically covered by NM.
FINRA - Series 7 (or ability to obtain within first 6 months of employment)
Demonstrated knowledge of the Wealth Management space, including but not limited to: product, pricing, due diligence, regulatory environment, compliance, and field & customer concerns/preferences.
Strong organizational and follow-through skills, with demonstrated ability to work on multiple priorities & projects simultaneously, within deadlines.
Ability to participate as a subject matter expert in departmental or cross-departmental initiatives.
Ability to anticipate and analyze impact of business decisions, future consequences and trends.
Demonstrated analytical skills and comfort working with large datasets, primarily via Excel or using dashboard/business intelligence tools (e.g. PowerBI).
Ability to build rapport with and foster strong internal and external networks, and leverage resources within or sourced-from these networks.
Very strong verbal and written communication skills and ability to make effective formal presentations to internal and external firm's leadership.

Skills-Proficiency Level:

Financial Analysis & Modeling - Intermediate

Investment Product Management - Intermediate
Investment Strategy - Basic
Product Development Research - Intermediate

Product Communications - Intermediate

Project/Resource Planning - Intermediate
Regulatory Compliance in Wealth Management - Intermediate
Vendor Management/Contract Negotiation - Intermediate

Series 7 - FINRAFINRA, SIE - FINRAFINRA

Compensation Range:

Pay Range - Start:

$84,350.00

Pay Range - End:

$156,650.00

Geographic Specific Pay Structure:

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. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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.

FIND YOUR FUTURE

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

PandoLogic. Category:Finance,

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