About this role
This executive role leads the strategy and execution for investment products development and services, while serving as President for Northwestern Mutual Investment Services. The position oversees field activities, training, marketing assets, digital strategy, and governance across compliance and regulatory matters.
Key Responsibilities
- Develop and execute investment products development strategy
- Ensure investment product line profitability and product financial outcomes
- Direct field activities including specialist training modules and marketing materials
- Drive digital strategy for IPS products in partnership with business and technology teams
- Benchmark, evaluate, monitor, refine, and develop products to increase sales and market share
Technical Overview
The work includes defining investment product strategies and digital experiences in collaboration with business and technology partners. It emphasizes product financial performance management, competitive benchmarking, and coordinated cross-departmental execution for IPS products.
Ideal Candidate
The ideal candidate is an executive leader with deep experience developing and managing investment products and services, including field-facing training and marketing. They have strong cross-functional leadership across compliance, supervision, and regulatory issues, and can drive digital strategy for investment product lines while managing profitability and market share outcomes.
Must-Have Skills
Develop and execute a strategy for investment products developmentEstablish strategies to ensure investment product line profitabilityDrive the digital strategy for IPS productsRepresent all investment products on multi-departmental committees
Nice-to-Have Skills
benchmarks against competitorscreative concepts and solutions for client and field experience
Tools & Platforms
IPS Field CommitteeSpecialist ProgramIPS products marketing materialsregional and annual meetings and conferences
Required Skills
Investment products development strategyinvestment product line profitabilityproduct financials value outcomesmulti-departmental committeesIPS Field CommitteeSpecialist Programtraining modulesmarketing materials and product positioningwholesaler presentationssales and marketing campaignscompliancesupervisionregulatory issuesmarketing and sales strategiescross-sellingfinancial security planningdigital strategybenchmark evaluate monitor refine develop investment productsdrive salesincrease market shareinvestment products field compensation managementAccess Person reporting of personal securities transactions
Hard Skills
investment products development strategyinvestment product line profitabilityproduct financials value outcomesmulti-departmental committees representationfield activities directionSpecialist Program training modulesmarketing materials for products and product positioningpresentations for wholesaler and field usesales and marketing campaignscross-departmental project teams focusing on compliancesupervisionregulatory issuesdigital strategy for IPS productsbenchmarking investment productsevaluating investment productsmonitoring investment productsrefining investment productsdeveloping investment productsdrive salesincrease market shareinvestment products field compensation managementAccess Person securities transaction reportingNorthwestern Mutual Wealth Management reporting to the President and CEO
Soft Skills
strategic leadershipcross-functional collaborationexecutive communicationstakeholder advocacycommittee leadershipdecision makingpartnership management
Keywords for Your Resume
VPInvestment Products & ServicesPresidentNorthwestern Mutual Investment ServicesVice PresidentInvestment Products & Services (IPS)Northwestern Mutual Investment Services (NMIS)Northwestern Mutual Wealth ManagementPresident and CEOdevelop and execute a strategyinvestment products developmentinvestment product line profitabilityproduct financialsmulti-departmental committeesIPS Field CommitteeSpecialist Programtraining modulesregional and annual meetingsmarketing materialsproduct positioningwholesalercross-sellingfinancial security planningdigital strategycreative conceptscross-functional business and technology partnersbenchmarkevaluatemonitorrefineincrease market shareinvestment products field compensationAccess Personreporting of personal securities transactionscompliancesupervisionregulatory issuesmarketing and sales strategies
Deal Breakers
Must be able to fulfill Access Person requirement for reporting personal securities transactions (as stated)
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