Chief Growth Officer & Chief Marketing Officer

Greater Chicago•Skokie, IL

17h•Hybrid

About The Position

The primary role of the Chief Growth / Marketing Officer is to consult with career advisors on productivity drivers & strategies, business model design, practice management, and leadership development to drive overall growth and retention through retirement, while providing strategic marketing, media relations, and client-experience direction to advisors and the Network Office.

Requirements

10+ years Financial Services/Wealth Management experience
Coaching experience
Exceptional written, verbal, presentation and leadership skills
Strong project management and collaboration skills
Ability to think strategically while acting tactically
Life & Health or Series Licensing

Responsibilities

Member of the executive leadership team and active participant in driving execution of Network Office annual strategies and 10-year vision
Responsible for building the vision and strategic plan for Career Advisor growth, productivity & engagement
Lead, manage, and professionally develop a marketing coordinator
Consulting and coaching career advisors and their teams (through a clear segmentation framework): Business Model Design, Team Development, Business & Operations Management, Strategic Planning, Integrated Planning, Client Acquisition & Engagement Models, Leadership Development, Accountability, Succession, Ensemble Platform
Liaison between the NO and HO including but not limited to: Sales Enablement, Practice Management, PCG, Field Growth and Engagement, Continuity and Succession, NO product specialists
Subject matter expert for Sophisticated Advisors and Teams: PCG and Ensembles
Liaison/subject matter expert of Entity Advisor
Partners with CA leaders and their team members toward vision attainment
Facilitates the sharing of necessary communications across all constituents (NO, HO and CAs)
Organization, facilitation and/or implementation of local programs/services
Relationship Owner – External Consultants to Career Advisors
Maintain strong collaborative relationships with Managing Directors throughout the Network Office
Liaison between the NO, Field Growth Partner and other home office executives
Partner with MDs and the U5 Development team to align on O5 expectations for LOS 3-4 advisors
Consult LOS 3-4 advisors on practice-management fundamentals, vision, business model development, goal setting, and revenue streams
Educate advisors on strategic use of Network Office support services
Provide strategic leadership for the Marketing Engagement (MEP) and Mentorship (MMP) programs, coaching and consulting advisors and their teams
Direct marketing education, brand, and communications strategy for the Network Office
Champion the Northwestern Mutual brand locally, guiding media relations, PR, accolades, and social and website strategy
Set marketing priorities and direction, delegating hands-on execution – collateral, events, digital content, and production – to the marketing coordinator
Develop Marketing Coordinator to become the key point of contact and subject matter expert on FR webpage and advisor’s social media coverage