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Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in depth conceptual and practical knowledge and case consultation, reviews tax and financial documentation, and assists in the delivery of customized comprehensive financial plans. Uses subject matter expertise to assist in the development
Posted 5 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong and vibrant group of advisors. This role sits within the Career Distribu
Posted 5 days ago
We are seeking a highly skilled and strategic Senior Director of FP&A, Enterprise Analytics. In this role, you will be responsible for driving data driven insights, developing advanced financial models, and delivering strategic analysis to support decision making across the organization. The ideal candidate will have a strong background in FP&A and extensive experience in
Posted 5 days ago
Work with the field to educate, train, and provide sales support on risk insurance. Primary interactions with the field will take place through inbound phone calls where financial representatives and/or staff will have questions on how products work or a case consultation to walk through a specific client situation. Additional field training takes place through outbound c
Posted 5 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. The Fund CFO will play a key role in managing the fund operations of Northwestern Mutual Capital's third party junior debt funds. The Fund CFO will be broadly responsible for the finance and accounting related to NMC's junior debt funds. Specific
Posted 5 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwe
Posted 5 days ago
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ
Posted 5 days ago
Assist with insurance products including design and implementation of new or existing products, promotion strategies and day to day product line management to advance sales and servicing. Support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts. Explain product information tha
Posted 5 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC , located in Milwaukee, WI, is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Company with over $240 billion in assets under management (AUM). The Public Investment depar
Posted 5 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. About the team Northwestern Mutual's Client and Digital Strategy team creates and orchestrates transformational strategies that place our clients at the heart of everything we do. This role will be part of a team of high powered, aspirational lea
Posted 5 days ago
Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience. Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related process
Posted 5 days ago
Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,
Posted 5 days ago
Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and present opportunities during investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior leve
Posted 5 days ago
Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, l
Posted 5 days ago
Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, and processing of exchange proceeds, you will report on non prepaid cases and accuracy of the cost basis adjustments; meet all service expectations and regulatory
Posted 5 days ago
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