Similar Jobs at Northwestern Mutual
Fintech • Insurance • Financial Services
Support Northwestern Mutual's financial planning philosophy by coaching advisors, promoting financial products, and providing consultations. Engage with teams through calls, virtual meetings, and in-person support while driving key performance metrics and improving adoption of planning tools.
Top Skills:
CRMDigital Factfinder
Fintech • Insurance • Financial Services
The role involves consulting with financial advisors to enhance productivity and profitability through planning practices, analyzing financial goals, coaching on presentations, and leading training initiatives.
Top Skills:
Financial Planning Software
Summary:
This banking professional will collaborate with Northwestern Mutual (NM) Advisors to help high net worth clients achieve financial goals by consulting on cash management, lending, and related solutions; educate advisors on banking and lending solutions to increase their relevance; partner with NM's third-party partners and position solutions to NM advisors; and guide NM's banking, trust and lending strategy.
Primary Duties & Responsibilities:
Qualifications:
Compensation Range:
Pay Range - Start:
$123,480.00
Pay Range - End:
$229,320.00
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.
This banking professional will collaborate with Northwestern Mutual (NM) Advisors to help high net worth clients achieve financial goals by consulting on cash management, lending, and related solutions; educate advisors on banking and lending solutions to increase their relevance; partner with NM's third-party partners and position solutions to NM advisors; and guide NM's banking, trust and lending strategy.
Primary Duties & Responsibilities:
- Consult, recommend, and help implement cash management and lending solutions that support high net worth client's financial goals.
- Develop tailored banking strategies that address clients' unique investment, risk management, and financing/liquidity needs.
- Provide subject matter expertise to enterprise partners (CPAs, JDs, CFPs, etc).
- Partner with NM's banking partners to implement and maximize effectiveness of solutions.
- Identify and address friction points with existing cash management and lending solutions.
- Develop and deliver lending and cash management education and sales enablement collateral to internal and external audiences.
- Work with NM Advisors to curate relationships with local and regional banks, banking institutions and lending institutions.
- Contribute to development and ongoing execution of NM's banking, trust and lending strategy and roadmap.
Qualifications:
- Minimum 10+ years of experience in a Private Banking or related role working with HNW clients (net worth $10M+ minimum).
- Bachelor's degree required. Advanced degree preferred (MBA).
- People management experience preferred.
- Trust experience preferred.
- Comprehensive understanding of banking solutions including securities and insurance backed lending, mortgage loans, and cash management solutions.
- Thorough knowledge of credit and lending practices including analyzing financial information.
- Client centric written and verbal communication skills.
- Broad understanding of financial planning, estate planning and trust planning.
Compensation Range:
Pay Range - Start:
$123,480.00
Pay Range - End:
$229,320.00
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
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