Hiring: Tech Success Consultant Company: Northwestern Mutual Location: Boise, ID Job Posted Time: 2026-09-11 13:16:47 Employment Type: On-site Target Skills & Keywords : Embedded Systems, Project Management, Vendor Management About the job Experience: •2 years related experiences including consultation experience working with professionals within financial services or similar industry. Required Skills: •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. •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. •Actively facilitate and support identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices. Qualifications: •Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. •Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success. •Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals. •This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!