Northwestern Mutual

Events

• Represents and provides support to an executive, functional or department head to facilitate effective decision-making.
• Co-leads the development of business cases, risk assessments, and investable structure cost analysis.
• Directs departmental strategy development and execution, ensuring alignment with key business priorities and outcomes.
• Guides the team on how to utilize data-driven strategies grounded in purpose, using insights to shape decisions, measure impact, and inform future event portfolio changes.
• Collaborates, plans and organizes with and through people to bridge strategies across teams.
• Identifies gaps between ideal and current state of operating model and recommends solutions to close the gaps.
• Partners with department leadership team to identify and track priority work.
• Develop and lead training programs utilizing tech and interactive methods to maximize engagement and knowledge retention.
• Ensures spend optimization is aligned with best-in-class industry standards while maintaining compliance and governance standards.
• Aligns department planning and budget to functional and company priorities, working cross-functionally with peers.

Assistant Director, Events Strategy

Recruitment

• Generate new leads to the firm through social media platforms and personal network
• Develop and maintain an active pipeline of candidates for selected positions within the organization
• Coordinate with Hiring Managers and the TA team to identify available markets and target candidate pools
• Measure and monitor the effectiveness of the strategic sourcing framework against predefined outcomes
• Other ad hoc TA projects

Talent Acquisition Specialist

Risk

• Assist in developing and executing product development strategies that leverage company advantages
• Design competitive and financially sound products based on client and field insight
• Provide representation and advocacy for life product in cross-departmental project teams
• Assist in the development and execution of product line sales goals, communication strategies, and product promotion plans
• Provide ongoing analysis of and planning for future trends that may impact the financial results of the product line
• Provide expert technical assistance/consultation to the field and home office regarding products, complex product analysis, competitive intelligence, sales illustrations and sales ideas

Risk Product Development Assistant Director

Director

• Partners with leadership in the development of strategic direction
• Designs competitive and financially sound new HNW client solutions
• Drives end-to-end development and launch of new client solutions
• Takes accountability for program success
• Provides ongoing research and analysis of planning for future trends

Assistant Director – Business Lead

Consultant

• Principal review, assessment and approval or rejection of applicable Outside Business Activities and Passive Investments in accordance with Enterprise policies and within our service level agreements.
• Partner with home office stakeholders on new initiatives or requests to identify regulatory and Enterprise risks.
• Complete risk assessment and provide options for stakeholders to address their request.
• Build rapport with field leadership and supervision teams, as well as internal business partners and maintain good relationships.
• Assist other Enterprise Compliance partners in addressing OBA, Passive Investment and other regulatory assessments as required.
• Ability to work in a dynamic environment, provide consistent messaging and deliver difficult messages is required.
• Ability to work with Market Conduct and partners in Law Department to respond to regulatory inquiries and other legal matters.
• Ability to work with Field Leadership and Distribution Performance leadership relating to complex, higher risk requests and assist in difficult messaging or recommendations.
• Work closely with Oversight and Engagement division within Enterprise Compliance to ensure awareness and alignment on risk factors and local decision making.
• Train new Field Supervisors/Leadership and Field Engagement team members on Outside Business Activities, Passive Investment and similar regulatory obligations.
• Serve as subject matter expert for the Outside Business Activity Portal, communicating updates with field and home office users when necessary, and partnering with the technology and engineering teams on prioritization, planning, and implementation of required fixes and enhancements.

Consultant, Outside Activities and Consulting

Underwriter

• Direct and manage the operations of an Underwriting unit through the recruitment, selection, training, development, motivation, and salary administration of underwriter staff.
• Oversee/coordinate division workflow and manage Underwriting projects, customer service initiatives, work efforts and risk analysis of underwriters.
• Participate, coordinate, or independently lead complex projects to include major system and process improvement initiatives in the Underwriting Department.
• Serve as communication liaison/resource, providing technical problem resolution with field management, agents, company management, other companies, and insurance departments regarding underwriting concerns and issues.
• Develop, implement, and monitor customer service standards for agency-level staff.
• Plan, direct, and coordinate the activities of an Underwriting unit - maintaining departmental service standards and objectives with favorable mortality experience and persistence at the lowest possible net cost.
• Supervise and direct the work activities and risk analysis of underwriters.
• Perform all aspects of performance management and career development through goal setting, ongoing assessment, and coaching.
• Responsible for the development of underwriters through the referral process, individual instruction, case audits, and classroom instruction.
• Develop, implement, and monitor customer service standards for the Field Force.
• Initiate communication to address and resolve technical problems with field management.
• Recommend and implement improved service strategies/standards to address work efficiencies.

Life Underwriting Manager

Software Engineer

• Lead and develop high-performing teams
• Drive technical excellence
• Enable cross-functional collaboration
• Build and scale teams
• Mentor and grow future leaders
• Ensure operational excellence
• Champion innovation
• Manage resources strategically
• Lead through change
• Promote enterprise thinking
• Drive agile delivery
• Cultivate an inclusive culture

Assistant Director of Engineering

• Evaluate life insurance applications and related documents for completeness and approval
• Order outstanding requirements and gather information, identifying issues, researching/evaluating solutions
• Complete non-risk assessment duties prior to underwriter assignment, according to an established process
• Assess outstanding requirements and documents
• Resolve the majority of issues without escalation, identifying the need for special handling as appropriate
• Communicate with Financial Representatives to obtain missing information
• Expedite requests for additional information needed throughout the underwriting process
• Review HIPAA authorizations, check medical provider information
• Communicate case details in a timely, professional and confident manner using tact and diplomacy while being pleasant and courteous

Accelerated Underwriting Representative

Financial Planning and Analysis

• Provide business operations and administrative support to a team of four financial advisors and support staff.
• Open and track new investment accounts, prepare investment account paperwork for implementation, complete check deposit forms, manage client rollovers and track money transfers.
• Review and update client specific documentation during the client onboarding process and throughout the life of the client
• Serves as the team’s knowledge advocate and go-to for internal software system enhancements, new products and compliance changes/opportunities.

Lead Investment Operations Specialist

Customer Support

• Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.
• Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
• Resolves routine problems by following defined standard process and evaluating solutions.
• Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
• Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
• Fosters a professional relationship with our clients to enhance brand loyalty.
• Uses available resources to effectively and accurately complete routine cases.

Customer Service Representative

Analyst

• Analyzing financial documents and accurately assess and enter financial data into financial planning software.
• Analyzing clients' financial statuses to assist CFP® and attorney in building wealth plans.
• Analyzing existing risk management products (i.e. Insurance, Disability) and/or investment products a client may own.
• Creating insurance illustrations and/or investment proposals.
• Build and leverage relationships with internal stakeholders to address unique client circumstances to ensure appropriate and timely delivery of financial recommendations.
• Ensure timely responses to client inquiries and issues, demonstrating a strong commitment to client satisfaction.
• Efficiently organize and manage casework, ensuring proactive communication with the analyst you are supporting.
• Participate in client meetings with the advisors.
• Staying current with the latest company products and strategies as well as staying informed of latest industry strategies/trends.

Wealth Planning Associate Analyst

Operations

• Business operations & administrative support
• Client service support: executing directives based on client needs
• Manage client communication including correspondence, notes, files, and maintain compliant client records
• Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
• Underwriting support: schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
• Investment operations support: Partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
• Keep up to date on software system enhancements, new products and compliance changes/opportunities
• Participate in learning opportunities

Operations Associate

• Develop and execute a comprehensive identity management strategy
• Oversee user provisioning, deprovisioning, and identity governance processes
• Lead the deployment of identity management platforms and tools
• Evaluate and prioritize risks in new and existing systems
• Act as a liaison between IAM and business units
• Responsible for selection and prioritization of IM projects
• Develop and mentor a high-performing technical IAM team
• Own and mature workforce and client identity for all users
• Create and track IAM KPIs and OKRs tied to business outcomes

Senior Director – IAM

• Lead high-performing engineering, product, design, and technology delivery teams.
• Lead technology delivery for the Finance and Risk function and maintain a strategic roadmap, align product, engineering, and business teams around releases.
• Establish Finance and Risk Data platform by applying in-depth knowledge of data domains, cloud data and application technologies, architectural patterns, frameworks, and tooling to meet Finance and Risk business area's data and analytics needs.
• Drive and execute technology and data transformation within the Finance Transformation initiative.
• Collaborate with cross-functional leaders on strategy and vision through building, shipping, and maintaining digital products.
• Provides hands-on technical leadership to drive the execution of the future state technology and data vision to delivery.

Senior Director, Product & Engineering – Finance & Risk

• Lead and coach a geographically distributed team of technology specialists (TS) to successfully enable effective and efficient technology support.
• Develop and maintain relationships with Network and District office leadership to understand and address resource and programmatic needs by office.
• Lead working teams in the strategic design, implementation, and execution of departmental priorities that drive NM’s transformation agenda.
• Collaborate with digital products, technology, and business teams on key technology initiatives.
• Partner and consistently deliver with peers across Field Technology Operations.
• Continuously assess team performance via quantitative and qualitative measures as appropriate.
• Oversee team support strategies ensuring high-quality, value-added touchpoints to enable high customer satisfaction.
• Lead the strategic engagement of major technology integrations and moves with Network Office leadership.
• Partner with 3rd party vendors in the active sourcing and onboarding of technology specialists and consultants.