Northwestern Mutual
Assistant Director Practice Management
Milwaukee, WI Corporate · Director
Sponsorship not specifiedDetected 20 days ago
Stakeholder ManagementLeadershipCommunicationMentoringPublic Speaking
About the role
- Summary: R esponsible for consulting to field leaders, advisors and teams, with additional complex consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.
- Subject Matter Expertise (15%): - Content: Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback.
- Includes education and coaching of team members on content, language, consistent usage and updates.
Responsibilities
- Consulting Level 1- 3 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-3 content and support.
- Teams and Ensemble Platform: Ability to provide in-depth support for potential and operating teams and ensembles.
- Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement.
- External strategic partner coordination: Work with external strategic partners, acting as a main point of contact in content development, coordination and communication.
- Thought leadership: Developing thought leadership and furthering related strategy, content, resources and social media, incorporating outside financial services industry perspective and trends.
- Strategy: Participates in strategy development, communication and execution, occasionally representing and acting on senior leadership's behalf. Works within ambiguity to help identify, clarify and create opportunities for strategic improvement.
- Triaging, delivering, and referring Practice Management Level 1-3 content and support.
- Proactively leads others in design and delivery of materials related to subject matter expertise, practice management and thematic/topical content.
- Project leadership: Proactively leads others in design and delivery of materials related to subject matter expertise, practice management and thematic/topical content.
Requirements
- Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
- High degree of self-motivation, self-starter, and leadership with initiative in sharing information, contributing towards group goals and accepting responsibility for results.
- Act as an escalation point within the team for questions and content, coordinating with the Business owners and other areas for resolution, further escalating to others when required.
- Bachelor's degree in business, finance, marketing, or related. MBA, CFA, CFP, or ChFC preferred.
- Strong communication and presentation skills with ability to lead content design and delivery.
- Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including senior leaders, consultants and external partners.
- Compensation Range:
- Pay Range - Start:
- $118,960.00
- Pay Range - End:
- $178,440.00
- Geographic Specific Pay Structure:
Nice to have
- Bachelor's degree in business, finance, marketing, or related.
- MBA, CFA, CFP, or ChFC preferred.
- Formal coaching or consulting training and/or designation preferred.
- Seven years of progressively responsible experience in financial services consulting, sales, marketing, or related function, with experience in field-facing business consulting and management, within NM preferred.
- Three years of experience with industry practice management and/or Ensemble business model program preferred.
Skills
- Get started now!
- Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.
Compensation
- Pay Range - Start:
- Pay Range - End:
- Geographic Specific Pay Structure:
- It's why we share the salary range for most of our roles.
Benefits
- Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.
- Complex consulting quarterbacking and ownership: Quarterback complex consultations with field, field leaders, performance team members and home office, including industry partners when appropriate.
- Field, field leadership, home office communication and engagement: Educate and communicate with partners regarding practice management tools and resources.
- Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.
Apply directly at Northwestern Mutual →Create a free account for alerts like thisView Northwestern Mutual immigration profile
This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.