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Advisory Platform Sr. Specialist

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Northwestern Mutual – Corporate Careers

Milwaukee, WI (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 6/13/2026

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Job Description

Advisory Platform Sr. Specialist Northwestern Mutual•Corporate Careers 4.5 ( ) Milwaukee, WI on company site Why you should apply for a job to Northwestern Mutual•
Corporate Careers :
Ranked as one of the 4.5/5 in overall job satisfaction 4.9/5 in supportive management 73% say women are treated fairly and equally to men 83% would recommend this company to other women 86% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services. 12 weeks of paid parental leave along with programs that support family planning services. Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering. #
JR-45250
Position summary gs. Responsible for supporting Wealth projects including requirements and testing. Responsible for the maintenance of Wealth Platforms. Level one resource for escalations and defect management including maintaining a defect tracker. Basic understanding of the strategic role IPS plays in the enterprise and how investment products integrate with insurance products. Basic understanding of the impact of regulatory compliance on assigned investment products and participates in project teams to implement necessary changes to products, programs or processes. Builds subject matter expertise working by working with the Advisory product and Advisory platform team.
Knowledge, Skills, Abilities:
Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience. 2 plus years of experience in financial services. Envestnet Experience Preferred. Experience with the Wealth Management or Investment industry, including product, pricing, and customer preferences. Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask. Ability to build strong internal and external networks and utilize resources in the industry . Strong verbal and written communication skills and ability to make effective formal presentations to small and medium size groups. FINRA•Non-Registered Fingerprinted. 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:
$81,280.00 Pay Range•
End:
$121,920.00
Geographic Specific Pay Structure:
Structure 110: $89,440.00 USD•$134,160.00 USD Structure 115: $93,440.00 USD•$140,160.00 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. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! 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. Why you should apply for a job to Northwestern Mutual•
Corporate Careers :
Ranked as one of the 4.5/5 in overall job satisfaction 4.9/5 in supportive management 73% say women are treated fairly and equally to men 83% would recommend this company to other women 86% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services. 12 weeks of paid parental leave along with programs that support family planning services. Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.

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