Tech Success Consultant
$70,320–$70,320 year
On-siteColorado Springs, Colorado, 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. Provide advanced project consultation on enterprise technology implementations, remodels, and office buildouts to enhance the customer experience. Manage escalations and project management of technology upgrades, collecting feedback to relay to Home Office leadership. Handle vendor management of third-party technology solutions and facilitate training on technology best practices. Support the identification of inefficiencies by suggesting simple technology applications to improve advisor practices. 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
- Adaptive Communication
- Customer Centricity
- Prioritization
- Sales Cycle Acumen (NM)
- Continuous Improvement (NM)
- Change Management (NM)
- Prioritization (NM)
- Process Improvement (NM)
- Operational Excellence (NM)
- Business Acumen (NM)
- Strategic Thinking (NM)
- Cross Functional Partnering & Planning (NM)
- Consulting (NM)
- Field Advocacy (NM)
- Customer Centricity (NM)
- Analytical Thinking (NM)
- Adaptive Communication (NM)
- Project Management (NM)
- Financial Services Industry Acumen (NM)
- Escalation Management (NM)
- Stakeholder Relationship (NM)
- Customer Support (NM)
- Technical & Digital Acumen (NM)
- 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
Desired Qualifications
- Technology support experience preferred
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