Part of a team of legal professionals that designs comprehensive estate and business plans for clients with complex planning needs. Provides in depth case consultation and strategy, and reviews and analyzes legal documents and provides written overviews.Uses planning expertise to develop and deliver customized plans for high net worth clients and business owners. Requires

Leads a team of CPAs responsible for delivering complex tax planning and tax minimization strategies to NM's high net worth clients; directs all phases of team's operations; contributes to development and drives execution of tax planning strategy. Primary Duties & Responsibilities Drives execution of tax planning strategy to differentiate the company and its advisors in h

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. What's the role? If you have a passion, the background and applicable skills for defining future Field experiences, this may just be the opportunity you've been looking for! This role will report to Sr Director HNW in Advisor Practices Team focus

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. About the team Northwestern Mutual's Client and Digital Strategy team creates and orchestrates transformational strategies that place our clients at the heart of everything we do. This role will be part of a team of high powered, aspirational lea

Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience. Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related process

Join our Field Data Enablement team and play a vital role in revolutionizing Northwestern Mutual's support for Advisors through better data. Modernizing core operational field data systems will have enterprise wide benefits and result in significant advantages for the entire organization by enabling Advisors to operate more effectively and achieve greater success for our

Set Product Vision Responsible for ServiceNow product vision and appropriate positioning with key stakeholders across the organization with all parts of the ServiceNow platform. Vendor Management Manage the ServiceNow vendor with their Impact program, licensing discussions, and new platform opportunities. Roadmap Development Work with all ServiceNow Product Managers to cr

Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long term Care insurance policies in an inclusive and fast paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities Field & Client Experience Responsible for credible an

The Engineering Shared Services (ESS) vision as an integral part of NM's software delivery ecosystem though standardization, simplification and automation. We help teams accelerate delivery by solving problems that matter through innovative shared technology solutions and keeping NM's delivery running smoothly and ensure our teams are best positioned to do their jobs. Pri

Provides leadership for area of responsibility including planning, coaching, recruiting, selection, performance development and mentoring. Monitors staff performance, works with employees to implement goals and document progress, approves incentive compensation calculations and works with Human Resources on employee related issues. Responsible for activities involved in s

Provides leadership for area of responsibility including planning, coaching, recruiting, selection, performance development and mentoring. Monitors staff performance, works with employees to implement goals and document progress, approves incentive compensation calculations and works with Human Resources on employee related issues. Responsible for activities involved in s

As a leading global contract research organization (CRO) with a passion for scientific rigor and decades of clinical development experience, Fortrea provides pharmaceutical, biotechnology, and medical device customers a wide range of clinical development, patient access and technology solutions across more than 20 therapeutic areas. With over 19,000 staff conducting opera

As a leading global contract research organization (CRO) with a passion for scientific rigor and decades of clinical development experience, Fortrea provides pharmaceutical, biotechnology, and medical device customers a wide range of clinical development, patient access and technology solutions across more than 20 therapeutic areas. With over 19,000 staff conducting opera

The role of the Relationship Banker is to establish new, and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients and book of busin