Job Information
NORTHWESTERN MUTUAL LIFE INSURANCE Sr. Director HNW Planning Analyst in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Part of a team of financial, legal and tax professionals that designs plans and implements solutions for clients with complex planning needs. Provides in-depth case consultations and strategies, synthesizes key financial data, and delivers customized comprehensive plans for high net-worth clients. Also assumes a leadership role on the team to mentor and coach analyst team, as well as helping to develop/improve processes and deliverables. Must bring financial planning acumen, strong communication skills, deep industry knowledge, and ability to lead/influence the team. Primary Duties & Responsibilities - Partner with SPS attorneys to build out wealth plans for top advisors and their HNW Clients. Collaborate to gather pertinent client facts and objectives, and to provide planning recommendations. Use internal and 3rd party software to model specific recommendations in collaboration with lead attorney; analyze client financial data to build strategies to drive client decision-making. Handle ongoing case communications with advisor, including managing incoming documents and background information from client. Produce various analytical output for top advisors as requested, per the SPS deliverable/output standards. Deliver wealth plans and other analyses to advisors and clients, often in a lead role. Track field interaction and case development in field systems. Review analyst output and oversee meetings to provide feedback, coaching and improvement to analyst team. Assist with corrective action when needed. Work with other SPS team leaders to develop new planning output/deliverables to be offered to advisors. Lead analyst team to develop and improve processes for integrating new software solutions; assist with development of efficient processes. Monitor analyst team capacity; make assignments on incoming engagements. Qualifications Bachelor\'s degree required, preferably in business, finance, economics or accounting. Series 6 or 7 required. CFP Required. Other advanced degree or designation preferred. (MBA, CFA, CPA or JD) Minimum 12 years of experience in financial planning, directly working with advisors and HNW Clients. Outstanding verbal and written client-centric communication skills, with ability to translate complex topics. Strong presentation skills with emphasis on advisor success. Strong organizational skills with ability to manage large amounts of data. Must be able to work independently and as part of a team. Able to manage projects involving other professionals and over long periods of time. Advanced experience with financial planning software and Excel, Powerpoint, and CRM systems. Ability to demonstrate leadership; ability to coach/mentor others. Proven ability to develop rapport and strong relationships... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/9B141CD40E514729 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.
