Northwestern Mutual – Metropolitan staff showcase freedom and influence

Financial Planners

Northwestern Mutual’s Capital Region employees identified two things that made them happy at work. It’s the freedom of work and the impact it has on the lives of our clients.

Top workplace surveys say that different employees are “free to learn and grow in different directions” and have “complete autonomy over outcomes.” Others have stated that they have “made a difference in the future of many individuals and families” and believe that “I am truly making a difference in the lives of others”.

The financial planning, insurance and investment firm was founded over 160 years ago.

The company consolidated its Albany and Latham offices into a new office near Albany Shaker Road during the pandemic, and managing partner Alessandro Tronco says COVID-19 has brought innovation to the company more quickly than otherwise. said.

Headquarters: Albany
Founded: 2009
Owned by: private
Business sector: finance
employee: 44+ advisors and their staff
Year Named Top Workplace: 11

According to Tronco, each meeting room has a large-screen TV connected to an owl camera that can automatically switch from speaker to speaker in the room for remote meetings.

Financial planners who used to meet face-to-face with clients can now meet face-to-face from the office. This allows each planner to “help more people,” Tronco said.

“We spent a lot of time in the car,” he said.

The Capital Region Division also has a regional office in Poughkeepsie and other offices in Saratoga County, but remote meetings allow planners to reach clients from across the country.

Clients can download an app with planning tools tied to the company’s products. This tool lays out your financial situation and lets you fine-tune your finances from anywhere with cell signals. The 2022 innovation award-winning tool, PX, can be tied to other financial resources for clients, such as bank accounts, Tronco said.

One employee said the company “has a clear direction for my future”. The company is also heading towards the horizon.

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