Northwestern Mutual jobs in Franklin, TN - 31 jobs

Primary Duties and Responsibilities * Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment * Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. * Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures * Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers * Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. * Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. * Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. * Understands how systems connect to processes and outcomes. * Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. * Fosters a professional relationship with our clients to enhance brand loyalty * Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards * Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications * Associates degree in business or related field or equivalent combination of education and experience * Minimum of 2 years related customer service experience with proven customer service skills * Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) * A basic understanding of tax implications * Advanced written and verbal communication skills * Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy * Strong organization skills with the ability to prioritize tasks. * A strong desire to continuously learn and improve * Strong problem-solving skills and ability to provide options * Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

Hybrid requirement: Onsite in Franklin, WI Monday, Tuesday, and Wednesday Develop, identify, analyze, and improve existing business processes to improve product/service quality, increase efficiencies, reduce costs or waste, decrease errors or delays, and increase customer satisfaction. Gather business requirements and develop process maps and gap analysis to identify, recommend, and independently implement opportunities for improvement to meet business goals and objectives. Deliver superior business performance by relentlessly pursuing process excellence on behalf of our employees, field, and clients. Architect experiences using business process management to design, analyze, implement, and control processes. Primary Duties & Responsibilities Drive Business Performance * Measure, analyze, and evaluate existing processes, collect data to identify root causes, perform cost benefit analysis, and identify improvement opportunities. * Identify, implement, and maintain an effective process measurement system and define data collection plans (what data is, where it comes from) for each measure. * Conduct current state process interviews and subject matter expert job shadows. * Document processes according to Business Process Mapping standards. * Develop, recommend, and independently implement solutions for process improvement, system enhancement, and operations efficiency that are aligned with business priorities. * Develop, recommend, and independently implement methods to monitor and control redesigned processes and identify when processes begin degrading. * Design, guide, and promote process architecture that aligns with business priorities. * Promote and share best practices on process improvement activities across the organization. * Research process improvement tools, techniques, and technology to determine potential impact and opportunities to provide additional value to the organization. * Use documented processes to write detailed procedures that guide the user through the transaction * Demonstrate highly empathetic, customer-centric service while aiding others in their learning and execution of transformational activities. Customer may include the field. * Guide improvement initiatives and mindsets for business partners with solid emotional intelligence and political acumen. * Collaborate with business leaders, technology, and other stakeholders to connect process architecture roadmap with operational decisions. * Recognize opportunities to connect processes across journeys Subject Matter Expertise * Provide subject matter expertise in process improvement to product, operations, and/or technology teams in collaboration with other disciplines. Leadership * Coordinate and facilitate cross-functional project teams. * Build commitment and understanding required to accomplish the improvement goals for the organization. * Lead others through ambiguity with confidence and engagement. Talent Development * Proactively coach, develop, and train leaders and staff on principles, behaviors, methods, and tools to promote and sustain cultural transformation. * Mentor others with less experience to grow their capabilities, knowledge, and skills. Qualifications * Bachelor's degree or an equivalent. * Minimum of 5 years of project management, manager, team lead, or business consultant experience in technology and/or business functions. * Minimum Lean or Six Sigma Black Belt Certification (Lean or Six Sigma Master Black Belt experience preferred) * Ability to communicate at various levels of the organization to increase engagement and understanding of process improvement processes, goals and benefits. * Strong project management skills with the ability to lead or manage highly complex projects involving multiple stakeholders, process improvements, communications and difficult change management. * Superior oral and written communications skills with the proven ability to build relationships and successfully negotiate issues with the home office and field. * Demonstrated high level of organization and follow through with the ability to effectively identify and independently establish priorities and meet deadlines on multiple assignments with high quality results. * Demonstrated experience with utilizing various systems to collect and analyze data. * Previous Facilitator and Coaching experiences where problem solving, process development, and/or behavior change methods and tools have been demonstrated. #LI-Hybrid Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: $84,350.00 USD - $156,650.00 USD Structure 115: $88,130.00 USD - $163,670.00 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.

Provides thought leadership and portfolio management expertise and consultation to the business in order to meet department, cross-department and enterprise-wide goals. Plans, monitors and manages internal portfolios from initiation through rollout and ongoing portfolio management. Accountable for aligning multiple large, highly complex, strategic portfolios consisting of multiple efforts tied to business outcomes. Portfolio Management includes managing multiple different projects within a portfolio / portfolio which incorporate multiple larger initiatives and overseeing portfolios / portfolios and initiatives which are ongoing. Primary Duties & Responsibilities: * Independently leads large, complex, and multi-faceted programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget. * Acts as a thought leader on portfolio management activities; develops strategy for planning and executing highly complex efforts. * Implement and enhance best practices for optimized portfolio delivery. * Serves as integration point to support complex, enterprise-wide initiatives. Enables and drives cross collaboration across other portfolios to create alignment. * Maintains, and revises portfolio objectives and deliverables; accountable for defining the portfolio structure and creating a single, unified plan to deliver on portfolio objectives. Manages portfolios to ensure appropriate allocation of resources according to portfolio objectives, specifications, deliverables, and changes. Takes accountability for portfolio success. * Drives for clarity on portfolio objectives, priorities, and measures. Develop solutions/recommendations to unique, high-impact problems with notable risk and complexity; develops portfolio solutions that have a broad impact on the business and are consistent with organizational objectives and strategy. Identifies, assesses, and mitigates portfolio risks and issues and removes impediments. * Develops strong relationships with business clients to manage portfolio delivery expectations and implementation. Provides expert level portfolio management consulting, negotiation and influencing at all levels. Aligns all stakeholder leadership on strategy, business priorities, and approach to portfolio delivery. * Responsible for gathering and impacts to metrics required by the portfolio. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue portfolio goals. * Applies extensive business acumen in depth and breadth of industry, and company initiatives and strategy, products complexities, integrates knowledge into portfolio objectives. * Uses expert-level knowledge of portfolio management and business requirements to understand the key business drivers as they relate to the portfolios. Conduct highly complex analysis to identify scope and nature of portfolio deliverables; portfolios are intended to solve department or business need. * Qualifications: * Bachelor's Degree with an emphasis in Business, Project Management or related field preferred OR a significant amount of directly related work experience beyond the minimum required for the position * Minimum 10 years of related experience managing complex portfolios and working with a range of diverse business areas. Experience in strategic and operational planning and leading large, complex, cross-functional portfolios. * Experience in strategic and operational planning and leading multiple large, complex, cross-functional projects with organization-wide impact. * Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines. * Proven leadership skills working with diverse teams. * Excellent written and oral communications skills with the ability to build rapport within the company, field and/or outside vendors. Ability to establish and maintain strong relationships among leaders in the Home Office and Field. * Ability to get buy-in from all levels of leadership in strategic and operational functions. * Strong short term and long-term planning skills, coupled with ability to manage resources to response to business needs. * High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals, and accepting responsibility for results. * Demonstrated organizational agility to work across organizational boundaries, influence, and collaborate with all levels on solutions that benefit the organization. * Exceptional business acumen and focus on achieving business impact through progressive practices and sound business judgment. * Strong problem solving and strategic/critical thinking skills. * Facilitation and team building skills; ability to play an active, operational and communicative role. Interpersonal savvy and comfort interacting with and presenting to all levels of the organization, including senior leaders. Skills You Have (NM Behaviors) Program Governance: Establishes and manages policies, processes, and structures to guide the decision-making, roles and responsibilities, and overall direction of the program. Defines the framework to ensure the program is aligned with organizational goals and is executing in compliance with requirements. Program Management: Oversees and is responsible for the realization of larger workstream goals and manages activities that span across the program. Understands technical aspects of the program, defines scope, develops schedules, and manages resourcing, risks, and dependencies to deliver successful outcomes. Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals. StakeHolder Relationships: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them. 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. Compensation Range: Pay Range - Start: $123,480.00 Pay Range - End: $229,320.00 Geographic Specific Pay Structure: Structure 110: $135,800.00 USD - $252,200.00 USD Structure 115: $142,030.00 USD - $263,770.00 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.

Independently designs, develops, and facilitates corporate learning programs throughout the organization. The primary focus for this role will be Foundations (our onboarding program), Experience Academy (our fundamental frontline customer service skills program), and additional program facilitation. Partners with leaders, managers, and employees to increase individual and organizational capabilities toward the goal of becoming a learning organization. Achieve current and future business goals through consulting, coaching, and training. Independently leads departmental and cross-departmental long-term programs and serves as a support team member for project initiatives in alignment with corporate strategy. The incumbent will be expected to mentor other less experienced staff members and provide guidance when appropriate. Primary Duties and Responsibilities Program Management: * Design, manage, facilitate, and evolve programs including Foundations and Experience Academy. * Write and review instructional content to ensure alignment with corporate strategy and consistency with other internal LD programs. * Ensures project expenses are in line with established budget parameters and are current with timeline schedule dates. Follow-up on items that either have overspent or will need additional time to ensure all parties are aware of discrepancies with the original project plan. * Consult and coach others. Proactively look for learning opportunities during to ensure a clear understanding and implementation of the material presented. Strategic Alignment and Consulting: * Proactively develop learning programs that support our business strategy. Consult with division representatives, learning topic sponsors, frontline leaders, and their teams to design and implement strategic curriculum and /or learning paths for employees. * Conduct needs analysis, determine, and document training objectives, and recommend the most effective learning delivery mode(s) to meet specific needs. Foster partnerships with groups Corporate Talent and Development and other LD teams throughout NM, ensure alignment of purpose and take advantage of possible synergies. * Leverage cross-departmental relationships, negotiations, resources, and logistics from design to execution with front-line leadership, learning topic sponsors, {Creative Services, Communications} and other internal and external resources in order to facilitate {corporate/department/field} learning outcomes. * Foster an organizational learning environment that is aligned to business priorities where continuous improvement and transfer of knowledge is part of everyday learning and development throughout the enterprise. Instructional Design: * Assess the need for, develop, deliver, and partner with internal teams and external vendors in order to tailor learning programs and curriculum to existing or future needs of the organization. * Proactively consult with company leaders and employees in order to understand their learning needs, find opportunities, and tailor programs to address learning and development gaps. * Responsible for the creation and development of interactive on-site and web-based training modules, self-study materials and intranet sites to be used for developing home office employees. Metrics Evaluation: * Measure and evaluate the effectiveness of learning and development programs and communication methods. Develop recommendations for improvement of current programs. * Conduct a summative evaluation that determines the overall effectiveness of instruction. Analyze learner outcomes and attitudes. Consider the ease of implementation and program costs. * Create an assessment strategy. Determine what type of assessment instrument will be utilized. Other: * The incumbent will need to complete Coach Academy, Facilitator Academy, and Manager Academy within 12 months of the hire date. * Broker outside training programs to fulfill client needs and negotiate cost. Evaluate and select external learning vendors when necessary. Oversee and evaluate the work of outsourced consultant, instructional designers, and facilitators. Coordinate interaction between NM employees and external learning vendors, when appropriate. * Stay current on emerging technologies and best practices in the field of learning and development. Research, recommend, implement, and apply new instructional tools, technological advancements and/or best practices in support of the organizational strategy. * Accountable for spend activities to ensure adherence to the established budget for program expenses. * Facilitate and advocate professional development, training or mentoring activities, and instructor-led learning events to support organizational efforts. * Participates in projects and other responsibilities as necessary. Qualifications * Bachelor's degree in instructional design, adult education, communications, organizational development, or related field * Demonstrated ability to effectively manage multiple assignments concurrently, set priorities, and meet aggressive deadlines with a commitment to team objectives. * Excellent writing, facilitating, and public speaking skills required. * Strong coaching and communication skills * Demonstrated ability to facilitate and work effectively with people at all levels. * Demonstrated diplomacy, sensitivity, and flexibility in adapting to rapidly changing needs and priorities; quick, effective decision-making skills; strong self-awareness and adaptability. * Effective interpersonal skills in order to adapt to and navigate throughout the organization networks. * Effectively able to listen to, engage, negotiate, and influence clients. * Synthesize and relate complex information. * Analyze communication and execution problems and opportunities; and develop and implement integrated training / educational strategies. * Proven experience developing and delivering effective curriculum and training programs. * Proven project management experience. * Master's degree in instructional design, performance consulting, or adult learning preferred * Ability to negotiate, lead, delegate, plan and organize. * In-depth knowledge of the company preferred. Compensation Range: Pay Range - Start: $64,820.00 Pay Range - End: $120,380.00 Geographic Specific Pay Structure: Structure 110: $71,330.00 USD - $132,470.00 USD Structure 115: $74,550.00 USD - $138,450.00 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.

Primary Duties & Responsibilities * Uses advanced knowledge of PC, mobile device, hardware, software configurations, operating systems, and LAN to resolve technical environment issues and provide implementation support. Provides omni- channel technical support (Home Office) in a fast paced, high-pressure environment while multi-tasking (e.g. two or more simultaneous users) and or reprioritizing efforts as needed. * Provide on-site, in-person support, five days a week at either the Franklin or Downtown campus. * Back up the TSC AV team on an as needed basis * Performs advanced level client experience consultation. Deep issue analysis when challenged at First Level, use of advanced knowledge and software tools to assist in developing solutions and tests fixes to resolve first touch whenever possible. Resolves escalations from Level 1 support where needed. * Provides Home Office subject matter expertise to less experienced staff both in person and/or on-line. Expands knowledge and experience by gaining additional subject matter expertise and demonstrated proficiency in some of the following areas: * Training - Perform technical mentoring, training and consultation to individuals or users. * Project Consultation - Represent the Technology Service Center on project efforts to help drive a successful implementation, client and support experience. * Help kick-off meetings, setup AV equipment in the spaces TSC AV is responsible to support. * Stays up to date on changing business needs and interacts with project and support (N-tier) teams to coordinate/trouble-shoot support for rollouts, deployments and implementations. Remains closely connected with our internal team, and Home Office clients via an Omni channel support environment. * Contributes to process/service improvement ideas to enhance the client experience, partnering with more experienced team members for guidance where needed. * Resolves issues while exciting and level setting clients about the technology environment. Knowledge, Skills, Abilities * Bachelor's degree in computer science, MIS or related field OR a significant amount of directly-related work experience required * Minimum of 3 years of technical Help Desk experience or in-person technical support. * Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tools. * Demonstrates strong customer service skills that translate both inside (HO) and externally (Field), verbally and in writing at all levels in a succinct yet understandable fashion based on audience. Includes exemplifying a professional image that supports the vision of future service and the ability to provide multi-channel support in a rapidly changing technology environment. * Demonstrated analytical and problem-solving abilities including sound judgment/decision-making skills. * High degree of initiative and motivation including willingness to seize opportunities to identify, help drive and implement process/service improvement and innovation. * Keen attention to detail including proficiency in clear and understandable ticket documentation. * Ability to diffuse/resolve escalations, resolve complex issues, help train and coach others. Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: Structure 110: $53,410.00 USD - $99,190.00 USD Structure 115: $55,860.00 USD - $103,740.00 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.

This job is part of a group of jobs considered essential services. All essential services employees are expected to make every reasonable effort possible to report for work or remain working their shift, even during inclement weather conditions and emergency situations. Primary Duties and Responsibilities * Under the general direction of the Manager of Facility Services, plans, coordinates, schedules, assigns and monitors progress of all work performed by internal staff and external vendors and other trades for the installation, revision and maintenance of building automation equipment. * Prepares work schedules and manages special project/over-time assignments and PTO exceptions to ensure adequate coverage for all shifts and reviews time reporting to verify schedule adherence. * Responsible to oversee routine life safety inspections and for directing the annual campus Life Safety System tests. Oversees automation preventative maintenance program to ensure proper practices and overall schedules are met. * Assists with establishing, implementing and overseeing workgroup processes, procedures, system logs, schedules and other documentation necessary to fulfill the team's operational obligations. * Works with the team to identify, investigate, implement and validate continuous improvement efforts that result in improved operating efficiency and/or lower operating costs. * Responsible for scheduling and supervising service contractors and expediting progress and completion of projects. Interacts with service vendors to obtain project bids, oversee work performed, track costs and address issues to ensure contractual obligations are fulfilled. * Provides consultation to BCP, works with Facility Program Management Specialist/Master Electrician building projects and other departments on automation-related issues, including documenting current conditions, researching potential alternatives and recommending solutions. * Works with Safety Program Coordinator to investigate and resolve any building or safety code situations. Serves as primary contact for any critical automation incidents and escalates to manager or division assistant director, as necessary. * Serves as a resource to the Relocation Team to assess impact and coordinate completion of relocation-related building automation system activity. * As a member of the Emergency Response Team, assists with routine medical situations, building evacuations and monitoring of severe weather conditions to assure the safety of employees and visitors. * Assists in the training new employees and assigning of jobs or work requests to other peers. * Assists with various activities such as flag/banner installations, animal abatement, etc. * Maintains prints and documentation relating to all building automation-related systems and Business Resumption Plans. * Ensures, proper inventory levels of parts, tools, and materials. Researches catalogs, Internet, and vendors for parts and supplies necessary for repairs and new installations. * Completes requisition forms for parts, tools, and materials necessary for preventative and emergency maintenance. * Maintenance, Troubleshooting, Repair and Testing Automation, Security and Life-safety Systems. * Responsible for the maintenance of the building automation system in respect to the ongoing needs of the organization. * Performs ongoing preventive maintenance of the automation systems, life safety systems, security systems and surveillance systems. * Maintains Building Automation System's LAN network, including but not limited to work stations, networking cables, servers and access points. * Tests these systems for proper operation, analyzes test results and makes appropriate adjustments, modifications or replacement of electronic or electromechanical and related hardware as required. * Uses technical and working knowledge of electricity, electronics and software programming to troubleshoot and repair the above-mentioned systems. * Assists in the planning sequence and/or method in which the electronic maintenance and repair is completed. * Responsible for ordering electronic equipment and maintaining an inventory of parts. * Instrumental in development of related databases and the importing/exporting of data to other company software systems. * Installation of Automation, Security and Life Safety Systems. * Creates changes, reevaluates programming language for building automation system and other equipment utilizing software. * Maintains complete and current documentation for all changes to the systems and informs the system's users of changes and how they affect daily operations. Maintains software back up of automated building system processors. Recommends system enhancements and expedites their implementation. Programs automation systems to fulfill the operational needs of the facility staff and assists them in understanding programming options. * Installs electronic equipment and associated hardware in accordance with various codes such as National Safety Code, NFPA Joint Industrial Conference standards, NICET and National, State and Local electrical codes. Designs, builds and installs control circuits used to enhance existing security, surveillance, life safety, HVAC and automation systems. Serves as a resource to building services and security staff in the operations of said equipment. Performs maintenance and installation on other electronic equipment i.e. two-way radios and digital recording systems. Creates updates and builds schematics and wiring diagrams as required. Disables and removes obsolete electronic equipment and support wiring. Qualifications * Associates Degree in Electronics with five or more years of experience with installation, programming and maintenance of building automation systems (preferably Honeywell EBI or Johnson Controls Metasys) or an equivalent combination of education and experience required. * NICET Certification in Fire Alarm Systems Level 1 required; Level 2 preferred and required to be obtained within 2 years of employment. * Ability to read and understand blueprints, control and schematic drawings, updating them as appropriate. * Possess a strong working knowledge of relevant state and local building codes and industry standards. * Knowledge of work related OSHA (Occupational Safety and Health Act) regulations including MSDS (Material Safety Data Sheets) and Confined Space Entry desirable. * Trained in the proper handling and use of hazardous or corrosive chemicals used in battery systems. * OSHA 10 General Industry Certification may be required and motorized lift certification must be obtained within 1 year of employment. * Member of the Emergency Response Team (ERT), must maintain CPR/1st Aid/AED (defibrillator) certification; may be obtained within first 6 months on the job. * Must have a working knowledge of a PC and be able to demonstrate proficiency in common PC functions and applications, such as Microsoft Office including Word, Excel, PowerPoint and Outlook as well as Internet Explorer. * Strong customer focus, initiative, accuracy and problem solving skills; effective organizational and written/verbal communication skills along with the ability to work independently, direct and oversee the work of others, serve as part of a team and to adapt to changing priorities and meet required timeframes; a proven track record of consistently good attendance. * Possess demonstrated leadership experience. * Previous foreman, team lead or manager experience preferred. * Must be able to regularly work overtime and weekends when required and will be placed on the calling tree for emergency call in Candidates must successfully complete and pass any required testing. Compensation Range: Pay Range - Start: $33.74 Pay Range - End: $50.61 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms Business Development Support: * Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience * 2+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Participates in management of all areas of the Restaurant Division, directly responsible for managing assigned areas. Coordinates activities related to staff, food procurement, menu planning, and orchestration of various systems within complex, multi-faceted restaurant operations. Responsible for monitoring and providing assurance of food safety, quality, service standards, personnel safety and compliance with all regulatory and Company standards. Responsible for direct management of assigned restaurant personnel. Assures appropriate delivery practices, complete and thorough tracking, and safe handling of products in accordance with all regulatory standards. Assists and covers for other managers at various locations and hours. Supervises personnel including selection, training, coaching, performance evaluation, salary administration, records retention and compliance with all regulations, policy and contractual standards. What You'll Do * Management responsibilities in the supervision of personnel including selection, training, coaching, performance evaluation, salary administration, records retention and compliance with all regulated, policy and contractual standards. * Directly manages or coordinates and negotiates with other managers the purchasing, product handling, preparation and service of food items. * Directly manages expense control of supplies, food, temp labor of the areas assigned. May have impact in other areas for similar expenses. * Manages safe food handling practices of all assigned locations and staff to comply with regulatory standards. * Responsible for sound financial decision-making of expense management in multiple areas, including labor hours, food expenses, uniforms, temporary staff utilization and other costs incurred in the variable services of the Restaurant. * Continuously seeks to improve service and culinary product development to provide maximum value of the program. * Performs special projects related to improvement of the Restaurant Division or the Company. * Provides coverage as needed at various Restaurant locations and service hours. * Participates in the Quality Assurance and Standards Program of the Restaurant Division to assure compliance relating to regulated standards and division policies. Recommends division training, quality improvements, measurement tools of critical control points, and other aspects of improved safety, infection control, sanitation and regulatory compliance. * Responsible for the on-the-job training for new Restaurant employees. * Responsible for the effective management of his/her staff to ensure compliance with NM's Affirmative Action Program. What You Bring * Bachelor's Degree with an emphasis in Hospitality, Business, Dietetics, Culinary Arts or Food Management and 4 years related work experience, or an equivalent combination of education and progressively responsible work experience in a multi-faceted, large-volume food service operation. * Three to five years of practical management experience working with skilled employees, entry level employees who require regular supervision and temporary employees who require short-term training and immediate direction. * Five years management experience in a management role that requires knowledge in food service techniques, hiring, coaching, conducting formal performance reviews, making critical personnel and business decisions, developing budgets and analyzing costs. * Required business knowledge includes Cost accounting as it relates to recipe development, purchasing, food production, and labor utilization, customer service techniques and practices in the hospitality industry, risk management, project management/leadership skills, planning, creative problem solving, management of diverse work groups, and management of operations with fluctuating demands. * Ability to work as member of a management team. * Effective human relation and oral and written communication skills are essential. * Must have a track record of delivering high quality services and maintaining sound financial results of related expenses. What You Have * Accountability: Holds self and their direct reports accountable for measurable, high-quality, timely, and cost-effective results, delivery, and execution. Determines objectives, sets priorities, delegates work to direct reports, and accepts responsibility for mistakes. * Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality. * Business Influence: Collaborates, communicates and influences direct reports, stakeholders, and other business functions based on understanding of the marketplace, organizational needs, and the client as a people manager. * External Collaboration: Demonstrates professionalism and communicates effectively while acting as an advocate and representative for NM in external engagements. Works strategically with external organizations (peer organizations, industry counsels, and/or regulatory agencies) to meet business needs and uphold NM's reputation as an industry leader. * Food Safety/Compliance * Food and Beverage Knowledge * Talent Development & Planning: Develops direct reports' skills based on organizational objectives, evaluates skill gaps, and manages succession planning to develop more capable direct reports, diverse, strong teams and better organizational performance in an equitable and inclusive manner. * Teamwork: Engages in others' behaviors to generate strong team cohesion and orientation. Facilitates open dialogue within and across teams to create trust and understanding. Shares collective successes and opportunities to improve as a group. * Vendor Management: Manages third partner vendors/outsourcing relationships, search agencies, and departmental budgets to deliver business objectives. Ability to negotiate vendor contracts, communicate internal stakeholder needs to the vendor, and evaluate potential vendors as needed. #LI-onsite Compensation Range: Pay Range - Start: $45,220.00 Pay Range - End: $83,980.00 Geographic Specific Pay Structure: Structure 110: $49,770.00 USD - $92,430.00 USD Structure 115: $52,010.00 USD - $96,590.00 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.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential. Job Description As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be off shored or outsourced. At Capital Financial Group, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. RESPONSIBILITIES • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications JOB REQUIREMENTS • Strong interpersonal skills and customer service focus • Market development/networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • BA, BS, and/or graduate degree or equivalent work experience required Additional Information CHARACTERISTICS WE LOOK FOR We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate

About the Job: Oversees the financial reporting and accounting areas of Northwestern Mutual Credit Union. Serve as a primary liaison with regulatory examiners and external auditors. Oversee the asset/liability management function while contributing to the liquidity management of the Credit Union. Has significant input to policy, procedure, and strategic direction of the organization. Develop, review, recommend and implement financial policies and procedures. What You'll Do: * Responsible for timely and accurate preparation of the Northwestern Mutual Credit Union financial statements in accordance with Generally Accepted Accounting Principles. * Prepares and reviews bank and general ledger account reconciliations ensuring that reconciling items are researched and resolved. * Prepares monthly reports for the credit union's board of directors. * Develops and maintains written accounting procedures for all credit union products and services. * Manages the auditing and regulatory examination function of the credit union. * Manages all credit union tax reporting and quarterly regulatory reporting. * Develops appropriate internal controls that will ensure accuracy in credit union operations and deter fraud. Provides training to other credit union employees and monitors adherence to those controls * Plays a key role in the credit union's investment and liquidity management functions according to policy. Analyzes potential investments based on credit union investment policy. * Plays a key role in assessing concentration risk, liquidity risk, and cash flow projections. Ensures adequate liquidity for typical loan demand and deposit withdrawals and conducts annual tests of contingent liquidity sources. * Manages the credit union's Asset/Liability Management (ALM) function, providing accurate input and analyzing output for accuracy, risks, and trends. Consults with ALM vendor requesting projections using various what-if assumptions. Works in conjunction with the President and Asset Liability Committee (ALCO) Chair to set agendas, run meetings and maintain meeting minutes. Reports results and recommendations to management and the board of directors. Oversees the back testing and validation of the ALM model and assumptions as needed. * Plays a key role in the budgeting function of the credit union, providing historical information and projections under various assumptions to management and the board of directors. * Manages vendor relationships and performs annual analysis on them. What You'll Bring to the Role: * Bachelor's degree in accounting or finance. * 5 - 7 years of previous accounting or finance experience in a financial institution; in lieu of financial institution experience, CPA or MBA will be considered. * Demonstrated ability to work independently while prioritizing multiple tasks. * Strong analytical, decision making and communication skills. * Proficient user of Microsoft Office suite of products. #LI-Onsite Compensation Range: Pay Range - Start: $69,720.00 Pay Range - End: $129,480.00 Geographic Specific Pay Structure: Structure 110: $76,720.00 USD - $142,480.00 USD Structure 115: $80,150.00 USD - $148,850.00 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.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms. * FINRA non-registered fingerprinted person * WMC access person Primary Duties & Responsibilities * Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems. * Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. * Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met. * Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support. * Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands. * Assists team members as they work through complex case work or items beyond their knowledge base. * Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed. * May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process. * Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise. * Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change. Qualifications * Bachelor's degree in Business or related field or equivalent industry experience. * Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity. * Demonstrated leadership and interpersonal skills * Experience with building and cultivating relationships with advisors and field teams * Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity * Strong interpersonal and written communication skills * Demonstrated ability to positively influence and work cooperatively with employees at all levels * Demonstrated ability to proactively react to change * Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction * Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment. * Strong business acumen and demonstrated ability to learn new business concepts and procedures. * Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7. #LI-Hybrid 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: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: Structure 110: $53,410.00 USD - $99,190.00 USD Structure 115: $55,860.00 USD - $103,740.00 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.

What's the role? Reporting to the Manager of Facility Services, the Building Automation Systems (BAS) Technician's primary objective is to ensure the safety and security of personnel and property at Northwestern Mutual. Day-to-day responsibilities include testing, installing, maintaining, and repairing the electronic security, surveillance, automation, and life safety systems within the building complex. The BAS Technician writes and inputs programs for the building automation control systems and actively participates in special projects, from design to installation. Your experience with fire alarm systems or controllers, technically savvy nature, effective problem-solving skills, and customer service mentality will be critical as you partner cross-departmentally and immerse yourself in a variety of areas and opportunities. We look forward to hearing about your motivation to contribute to a broader purpose with a team that encourages individual and professional development. Primary Duties and Responsibilities: * (40%) Performs ongoing preventive maintenance of the automation systems, BMCS (building management & control systems), life safety systems, security systems and surveillance systems. Maintains Building Automation System's LAN network, including but not limited to workstations, networking cables, servers and access points. Tests these systems for proper operation, diagnoses and analyzes test results and makes appropriate adjustments, modifications or replacement of electronic or electromechanical and related hardware as required. Uses technical and working knowledge of electricity, electronics and software programming to troubleshoot and repair the above-mentioned systems. Assists in the planning sequence and/or method in which the electronic maintenance and repair is completed. Responsible for ordering electronic equipment and maintaining an inventory of parts. * (30%) Creates changes, reevaluates programming language for building automation system and other equipment using software. Maintains complete and current documentation for all changes to the systems and informs the system's users of changes and how they affect daily operations. Maintains software back up of automated building system processors. Recommends system enhancements and expedites their implementation. Programs automation systems to fulfill the operational needs of the facility staff and assists them in understanding programming options. * (15%) Installs electronic equipment and associated hardware in accordance with various codes such as National Safety Code, NFPA Joint Industrial Conference standards, NICET and National, State and Local electrical codes. Designs, builds and installs control circuits used to enhance existing security, surveillance, life safety, HVAC and automation systems. Serves as a resource to building services and security staff in the operations of said equipment. Performs maintenance and installation on other electronic equipment i.e. two-way radios, fitness equipment and digital recording systems. Creates updates and builds schematics and wiring diagrams as required. Disables and removes obsolete electronic equipment and support wiring. * (15%) Plays an integral role in the development and implementation of various building projects. Responsible for researching best practices while incorporating safety and regulatory issues involving building automation, life safety and security systems. Responsible for scheduling, collaboration and supervising service contractors and expediting progress and completion of projects. Responsible for the maintenance of the building automation database in respect to the ongoing needs of the organization. Instrumental in development of related databases and the importing/exporting of data to other company software systems. Bring Your Best! What this role needs: Requirements: * Associate's degree in Electronics with 3+ years of proven experience with installation, programming and maintenance of building automation systems (preferably Honeywell and Johnson Controls) or an equivalent combination of education and experience required. * Ability to read building blueprints and schematics, along with advanced knowledge of relevant state and local building codes and standards. * Ability to work with minimal supervision and have a proven track record of effective independent decision-making. * Excellent analytical, problem solving, and documentation skills. * Strong customer focus, initiative, accuracy, and effective organizational and communication skills. Responsiveness to customer requests and effective communication. * Proven ability to work independently or as part of a team and to adapt to changing priorities; a track record of consistently good attendance. * Ability to work at heights, on ladders, scaffolding and lifts. * Must be able to work overtime when required. Technical Requirements: * Working knowledge of the hardware and software components of a PC, as well as basic data networking concepts. * Demonstrated proficiency in common PC functions and applications, such as Microsoft Windows file systems, Outlook, Office, Internet Explorer, etc. Certification Requirements: * Strongly Preferred: NICET Certification in Fire Alarm Systems Level 1 (required to be obtained within 1 year of employment) * Preferred: NICET Certification in Fire Alarm Systems Level 2 (required to be obtained within 2 years of employment). * Member of the Emergency Response Team (ERT) must maintain CPR/1st Aid/AED (defibrillator) certification; may be obtained within first 6 months on the job. Physical Demands: * Up to 66% of the day: Lift and transfer objects which weigh up to 20 pounds from floor to a 36 height (tools, manuals, computer monitors, small batteries). * Maximum lift and carry of objects weighing up to 42 pounds from floor to waist height, for a distance of up to 300 feet (10-16-foot ladders). * Stand and walk 34-66% of the day and sit 0-33% of the day. * 0-33% of the day: Lift and transfer objects weighing 21-42 pounds from floor to a height of 36 and back to the floor (55amp batteries, TV monitors, ladders). * 0-33% of the day: Push objects with up to 38 pounds of force for a distance of 20 feet over smooth hard surfaces (Inside lift). Pull objects with up to 52 pounds of force for a distance of 20 feet over smooth hard surfaces (Inside lift). * 0-33% of the day: Maximum reach and lift of objects weighting up to 21 pounds from chest height to a height of 68 inches. (Remove and replace 12 V 25-amp batteries above shoulder height while standing on a ladder). * Must be able to balance and walk quickly, climb stairs, ladders and inclines, as well as crawl, squat and kneel. * Use one or both hands to lift, carry and manipulate small objects, and move trunk forward, backward, and side to side. * Work involves driving, hearing, the ability to communicate. * Work involves seeing, including peripheral vision and depth perception. * Work involves the ability to discriminate colors. Working Conditions: * Work is inside and outside, with and around others. May also be required to work alone * May be required to work in cramped workspaces up to 33% of the day * Potential environmental hazards in the form of: Dust * Physical hazard exposures include the potential for: Heat, Cold, Low-level noise (in the penthouse and around the air handling units) * Mechanical/ergonomic hazard exposures include the potential for: Lifting, pulling, pushing and reaching; Awkward postures * Biological Hazards: Potential for blood/body fluid exposure related to participation on the Emergency Response Team #LI-Onsite Candidates must successfully complete and pass any required testing. Compensation Range: Pay Range - Start: $28.36 Pay Range - End: $42.54 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms Business Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and/or Experience • 2+ years of work experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

This position supports our field and clients with their insurance underwriting needs. Team members collaborate closely with financial representatives, their staff, and company colleagues to provide exceptional client support. Responsibilities include processing various underwriting transactions and handling customer inquiries related to underwriting and policy management. Primary Duties and Responsibilities * Delivers a personalized and remarkable experience for our Field/clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment. * Works on becoming proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area. * Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures. * Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers. * De-escalates client experience situations and applies skills learned in Experience Academy (Effortless Experience) training to all situations. * Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. * Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy. * Embraces change by keeping an open mind to new ideas and readily adjusts to new or changing processes. * Embraces continuous improvement by identifying opportunities for improvement. * Fosters a professional relationship with our Field callers to enhance brand loyalty. * Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. * Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality. Qualifications * Associate's degree in business or related field or equivalent combination of education and experience. * Minimum of 1-year related customer service experience with proven customer service skills. * Basic understanding of specialized products and/or markets (i.e. DI, LTC, Whole Life, COLI/BOLI, etc.). * Basic understanding of risk products or processes. * Basic understanding of financial planning. * Strong written and verbal communication skills. * Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy. * Strong organization skills with the ability to prioritize tasks. * Ability to welcome change and embrace continuous improvement in a fast-paced work environment. * Strong problem-solving skills and ability to provide options. * A strong desire to continuously learn and improve. * Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages. * Ability to navigate multiple systems and applications to complete standard requests. * Successful completion of any required testing. #LI-Hybrid Compensation Range: Pay Range - Start: $20.11 Pay Range - End: $30.16 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.