Technology Customer Success Consultant

This position requires 100% onsite availability in Nashville, TN (37203)

This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network office.

Summary:

The Technology Customer Success 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.

Primary Duties & Responsibilities:

• 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.

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. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)

• Demonstrated ability to lead and facilitate groups of people.

#LI-Onsite

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:

$60,340.00

Pay Range - End:

$112,060.00

Geographic Specific Pay Structure:

Structure 110:

$66,360.00 USD - $123,240.00 USD

Structure 115:

$69,370.00 USD - $128,830.00 USD

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.