Director of Firm Technology & Adoption

Northwestern Mutual-Twin Cities•Mendota Heights, MN

13d•$100,000 - $130,000

About The Position

The Director of Firm Technology & Adoption helps close the gap between technology available to advisors and the technology they actually use. The role partners with the agency’s top firms to assess needs and opportunities, prioritize tools, and lead training that supports sustained adoption and measurable improvements in productivity, efficiency, and client experience. The director also shares lessons from firm partnerships and coordinates with network office and home office technology partners to support adoption across the agency.

Requirements

BA/BS degree or equivalent experience.
At least 5 years of experience in technology consulting, adoption/change management, or training and development; experience in financial services is preferred.
Intimate, up-to-date understanding of the technology landscape available to advisors and their teams, including established platforms and newly released AI tools.
Demonstrated experience coaching individuals and teams through technology or process change.
Strong consultative skills and ability to make the business case for a tool.
Proven ability to design and facilitate training for individuals and groups.
Experience establishing and reporting on adoption or performance metrics.
Ability to manage multiple concurrent relationships and priorities across firms and teams.
Ability to move between hands-on, firm-level work and broader organizational initiatives.
Strong communication and relationship-building skills with senior stakeholders.

Nice To Haves

Experience in financial services.

Responsibilities

Partner with top firms to assess current technology use, workflows, and gaps.
Conduct initial and ongoing coaching conversations with advisors and their teams to understand professional goals and how technology can support them.
Develop firm-specific technology roadmaps, prioritizing tools based on impact and ease of adoption.
Design and deliver hands-on training that supports sustained technology adoption.
Establish and manage adoption metrics and reporting for firm engagements, measuring efficiency gains and improvements in client deliverables against a baseline.
Manage and respond to feedback on recommended technology changes from firm leadership and agency stakeholders.
Translate lessons from top-firm partnerships into trainings and resources for the broader agency.
Coordinate with technology and enablement resources across the organization to align efforts and avoid duplication.
Maintain recurring firm visits, team check-ins, and follow-up sessions to identify and close adoption gaps.
Pursue continuous learning about emerging technology trends and use those insights to drive improvement initiatives across the agency.