Investment Products Assistant Director

Summary

Lead the development and execution of the strategic direction of various advisory platform initiatives. Network extensively with the home office, field, industry and business partner's specific to the product line. Partner across the home office on regulatory issues, pricing, marketing and field compensation for their products.

Primary Duties and Responsibilities

• Synthesizes field and customer feedback, industry trends, and competitor products to help set direction for product evolution that fits the investment approach. Handles escalations of advisor issues, research as needed and respond appropriately.
• Uses field, client and industry insight, to recommend, design and develop new solutions and features. Maintains co-creation with the field throughout the product development process.
• In-depth knowledge of technology platforms with emphasis on new and emerging wealth management providers and solutions. Assesses available offerings and make decisions on which parts of the technology platforms fit Northwestern Mutual products.
• Drives profitability for assigned products via sales growth, net cash flow, sound product design and managed expenses. Directs implementation of product design changes to advisor compensation, client pricing, rates and partnerships.
• Coordinates with key home office divisions/departments to present recommendations that address opportunities in the integration of the product line into a company-wide approach focused on meeting field and customer needs.
• Leads efforts to develop new or enhance existing products and features, including partnering with project management, technical, operational, compensation, investment and regulatory experts in an ongoing effort to offer competitive investment products.
• Manage business decisions that impact scope, risk, business value, schedule and budget. Provides input in department-wide prioritization process.
• Responsible for partnering across the home office on regulatory issues impacting assigned products. Recommends changes to to products, programs or processes to maintain compliance.
• May manage a team of individuals and is responsible for their growth and development.

Qualifications

• Bachelor's degree in business, finance, economics or related field or equivalent experience, advanced degree (such as MBA) preferred.
• Generally 8 or more years of experience in financial services.
• Demonstrated knowledge of the Wealth Management industry, including product, wealth management technology providers, pricing, marketing, customer preferences, marketplace standards, broker-dealer offerings, future trends and servicing.
• Strong organizational and follow-through skills, with ability to lead others around deadlines and prioritization of work.
• Demonstrated ability to lead large, cross-departmental initiatives; driving design and business value.
• Ability to anticipate impact of decisions, future consequences and trends.
• Ability to build strong internal and external networks and utilize resources in the industry.
• Superior verbal and written communication skills and ability to make effective formal presentations across various levels in the organization. May require negotiation with internal or external business partners in difficult situations.
• Has a strong interest in people development and leading others formally or informally.

Pay Range - End:

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.

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