Tech Success Consultant
Summary:The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.Primary Duties & Responsibilities:Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.Assist advisors and teams in using Northwestern Mutual’s technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.Help prepare users for new technology deployments by assisting with training and communication of benefits.Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.Travel may be required based on supported offices.Qualificat...