Full-time
Technical Support Analyst - Financial Planning - Northwestern Mutual - New York, NY

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Overview : At Northwestern Mutual, we are redefining the approach to personal finance. We are embracing cutting-edge technologies to enable our business to grow at an unprecedented rate and are looking for great people to help drive this transformation. Our advisors leverage financial technology to create simple, actionable, and realistic plans for anyone who wants to feel confident about their money and optimistic about the future. This is an opportunity to leverage your financial knowledge and/or experience in the financial planning space and grow as a Support Analyst with our team and to help impact our field force and the landscape of financial planning in Northwestern Mutual. Our team As a member of our PX App Support team you will help provide our Financial Planners with in-depth support utilizing knowledge specific to financial planning principles. You will be responsible for troubleshooting a wide variety of incidents, namely data validation incidents. This will require deep knowledge within financial planning principles (i.e. taxation, retirement planning/distribution, insurance planning, etc.). This will also require the ability to troubleshoot our financial planning algorithm utilizing documentation and acceptance criteria specified by our development partners. This position requires team members to interact directly with Financial Planners via email, telephone and chat. You will also work directly with tier-1 support analysts who need assistance on more complex incidents. Our team is wholly focused on our user’s experience. Candidates need to have an eye for improving user experiences both from an app development and support standpoint. Your background 2+ years of experience working in the financial planning industry 2+ years of support experience either customer or internal facing support Financial designations or licenses are a plus, but not required Strong verbal and written skills with a focus on succinctly explaining complex topics Experience troubleshooting web based technologies is a plus Experience with Zendesk, JIRA, Confluence This job is not covered by the existing Collective Bargaining Agreement. Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

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