Tech Success Consultant
$70,320–$70,320 year
On-siteBoise, Idaho, United States
Job Summary
Develop relationships with financial advisors and network office leadership to understand business objectives and support needs. Assist teams in using Northwestern Mutual's technology tools effectively, demonstrating enhancements to client experiences and productivity. Utilize expertise in hardware, software configurations, and LAN to provide advanced project consultation on technology needs, remodels, and office buildouts. Manage escalations and project management of enterprise technology implementations, including communication and feedback to local and corporate leadership. Collect feedback from advisors to relay to Home Office leadership, ensuring solutions meet user needs. Handle vendor management of third-party technology providers and facilitate training on technology best practices. 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. Travel may be required based on supported offices.
Required Qualifications
- Bachelor's degree in business or related field, or equivalent experience
- Minimum of 2 years related experiences 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
- Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
- Ability to build and maintain relationships
- Proven ability to consult and drive measurable improvements in an outcome-based model
- Demonstrated ability to lead and facilitate groups of people
- Travel may be required based on supported offices
- This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Desired Qualifications
- Technology support experience preferred
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