What are the responsibilities and job description for the Advisory Services Manager position at Northwestern Mutual?
Northwestern Mutual is committed to providing personalized financial guidance designed to uncover opportunities and tackle blind spots. With $265 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, the company offers a wide range of solutions including insurance, annuities, trust services, and investment management. Supporting over 4.5 million clients, Northwestern Mutual manages more than $125 billion in client assets. The company values diversity and fosters growth for its national team of financial advisors and corporate employees in Milwaukee and New York. Explore career opportunities with us to make an impact on financial security for people nationwide.
This is a full-time, on-site role for an Advisory Services Manager based in Boise, ID. In this role, the Advisory Services Manager will oversee financial advisory processes and enhance client experience by providing support in portfolio management, customer relationship management, and regulatory compliance. Day-to-day responsibilities include leading a team of financial professionals, implementing strategic initiatives, maintaining operational efficiency, and ensuring adherence to industry standards. The role requires close collaboration with clients and internal teams to deliver exceptional outcomes.
- Proven expertise in Financial Advisory, Portfolio Management, and Investment Strategies
- Strong skills in Regulatory Compliance, Risk Management, and Operational Efficiency
- Experience with Customer Relationship Management and Client Service
- Leadership and Team Management capabilities to guide a high-performing team
- Effective communication and interpersonal skills to work with clients and internal stakeholders
- Ability to analyze and interpret financial data to identify opportunities
- Bachelor's degree in Finance, Business Administration, or a related field; advanced certifications such as CFA or CFP preferred
- Experience in the financial services industry with a focus on advisory roles is a plus
