Assistant Director, Field Growth & Engagement

Northwestern Mutual•Milwaukee, WI

About The Position

Summary: Plays an important role as the ambassador and champion for Northwestern Mutual’s Advisor Value proposition. Expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system and partner with field leaders to ensure advisors optimize their affiliation with Northwestern Mutual by capitalizing on the support, products, practice platforms, and services available. Primary Duties & Responsibilities Partner with field leaders to establish an annual advisor growth and engagement plan for each network office to deliver successful career advisor performance outcomes. Integrate and align the annual local sales plan with the annual advisor growth and engagement plan. (Sales plan to be executed primarily through the sales enablement team). Partner with internal stakeholders and business owners (sales enablement, wealth, advisor solutions, marketing, etc.) to execute on various components of the growth and engagement plan. Ensure effective delivery of key enterprise change initiatives through Northwestern Mutual’s leader-led model. Partner with field leaders to develop and improve local services/solutions/systems across the core dimensions of Local Advisor Experience. Provide managing partners and advisors with timely and relevant updates impacting the advisor experience. (i.e. grid, program fees, FBP, practice models, etc.) Progress field leader knowledge and infrastructure to support advisors throughout their career with Northwestern Mutual. (Advisor Solutions, Risk Product, Wealth, etc.) Identify key practices within assigned offices and assess for ongoing needs and risks. Serve as the primary point of contact for field leaders and their teams on items related to the advisor experience. Provide regular analysis of career advisor productivity results and make subsequent recommendations to improve performance. Respond to the unique needs of key firms to improve their experience and endear firms (and G2s) to Northwestern Mutual (Advisors being recruited away, external acquisitions, navigation of the policies and platforms, exception requests).

Requirements

Bachelor’s degree with minimum 5 years of advanced field consulting / client management experience
Deep understanding of the financial advisor experience and value proposition at Northwestern Mutual and expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system.
Strong interpersonal communication skills with the ability to flex style based on the receiver/audience
Organizational savvy with the ability to navigate the NM enterprise and align with key internal stakeholders
Ability to influence without authority
Strong acuity for the financial advisor business (internal and external)
Strong change management skills with the ability to roll out, gain buy in and support new
Knowledgeable about financial planning
Knowledgeable about risk and wealth solutions in financial planning

Responsibilities

Partner with field leaders to establish an annual advisor growth and engagement plan for each network office to deliver successful career advisor performance outcomes.
Integrate and align the annual local sales plan with the annual advisor growth and engagement plan.
Partner with internal stakeholders and business owners (sales enablement, wealth, advisor solutions, marketing, etc.) to execute on various components of the growth and engagement plan.
Ensure effective delivery of key enterprise change initiatives through Northwestern Mutual’s leader-led model.
Partner with field leaders to develop and improve local services/solutions/systems across the core dimensions of Local Advisor Experience.
Provide managing partners and advisors with timely and relevant updates impacting the advisor experience. (i.e. grid, program fees, FBP, practice models, etc.)
Progress field leader knowledge and infrastructure to support advisors throughout their career with Northwestern Mutual. (Advisor Solutions, Risk Product, Wealth, etc.)
Identify key practices within assigned offices and assess for ongoing needs and risks.
Serve as the primary point of contact for field leaders and their teams on items related to the advisor experience.
Provide regular analysis of career advisor productivity results and make subsequent recommendations to improve performance.
Respond to the unique needs of key firms to improve their experience and endear firms (and G2s) to Northwestern Mutual (Advisors being recruited away, external acquisitions, navigation of the policies and platforms, exception requests).