Matt Fleming

Role
Senior Director - Distribution Services - Sales Support & Enablement at Northwestern Mutual
Location
Milwaukee, WI, US
LinkedIn followers
500 followers

About Matt Fleming

An executive in the financial industry with uniquely broad experience covering financial…

Experience

  1. Senior Director - Distribution Services - Sales Support & Enablement

    Northwestern Mutual

    Jan 2014 — Present

    Leads a sales enablement & support team with accountability for advisor consulting strategy, client lead generation, knowledge management, and pre-sale services. Guides the evolution of advanced sales support through relationship management and technology development. Prioritizes effectiveness in our support model to focus on optimizing capacity, driving advisor engagement, and integrating new products. • Directs business partner relations and manages client relationships • Pioneered…

Education

  • Marquette University

    M.A., International Affairs

  • University of Wisconsin-Parkside

    B.A., Political Science

Skills

  • Contact Center Management
  • Series 63
  • Diversity & Inclusion
  • Strategic Financial Planning
  • Insurance
  • Contact Center Technology
  • Retirement
  • Strategic Planning
  • Finance
  • Retirement Planning
  • Training
  • Vendor Management
  • Customer Service
  • Financial Planning
  • Securities
  • Recruiting
  • Wealth Management
  • Financial Advisory
  • Contact Centers
  • Candidate Selection
  • Series 7
  • Investments
  • Talent Management
  • Finra
  • Talent Developer
  • Candidate Retention
  • Strategy
  • Speech Analytics
  • Mutual Funds
  • Leadership
  • Artificial Intelligence
  • Series 24
  • Management
  • Business Analysis
  • Lgbt Rights
  • Asset Allocation

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Matt Fleming — Senior Director - Distribution Services - Sales Support & Enablement at Northwestern Mutual in Milwaukee, WI, US | Unifers