Investment Products Senior Specialist

Summary:

Primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing. A significant portion of the specialists time is spent maintaining existing platforms/products.

Primary Duties & Responsibilities:

• Exposure to field feedback and customer needs in order to understand product or program features and functions. May support decisions and processes that are in place and translate to advisors.

• Support implementation of new products and maintain existing products by updating reports and running data.

• Build expertise for the technology platforms or processes that support the investment products.

• Learning about profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses. Researching product design of competitive offerings.

• Learning about the strategic role IPS plays in the enterprise and how investment products integrate with insurance products.

• Supports ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.

• Understands and demonstrates regulatory compliance by adhering to business conduct and supporting programs that address field and client practices.

Qualifications:

• FINRA Series 7 (or ability to obtain within 6 months of employment).

• Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.

• 3 plus years of experience in financial services.

• Ability to learn technical details of investment programs.

• Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.

• Strong attention to detail and ability to develop deep product expertise.

• Ability to build strong internal networks.

• Strong verbal and written communication skills.

• Progress towards a professional certification - CLU, ChFC, CFA, CFP, CPA or similar designation.

Compensation Range:

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.

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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