EPG Strategic Growth Partner

Northwestern Mutual•Milwaukee, WI

9h•Onsite

About The Position

The role of the EPG Strategic Growth Partner – New Advisor Development is to expand the firm's executive leadership presence through the appointment and development of Chief Development Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for new advisor acceleration to create scalable and sustainable best practices to support retention, and productivity per. The role involves building and executing strategies for Chief Development Officers (CDOs) and Internship Development Officers (IDOs) to enhance new advisor development, productivity, and retention. It also focuses on evolving the EPG and Performance Team's approach to CDO development and leveraging a CDO playbook to drive performance.

Requirements

Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
Ability to work collaboratively in a team environment.
Exceptional analytical and problem-solving skills.
Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
Comfort operating through risk and uncertainty in a high-volume work environment.

Responsibilities

Build and Execute on a Chief Development Officer strategy to focus on growing the firm’s U5 FYC
Advise on the implementation of all initial and on-going training and development for the U5
Implement strategic initiatives to aid in development, productivity and retention of the U5
Install cadence of reporting to increase awareness, alignment, and accountability
Hire, train and develop talent to support U5 productivity metrics
Host District Office Strategy sessions 8x per year with MP/MD/CFO to aid in rapid leader development
Lead quarterly offsites to drive toward 100% goal achievement
Drive engagement in monthly executive leadership team meetings for additional accountability and insight
Collaborate with EPG CLO to identify and develop emerging leaders in the U5 space
Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent
Advise on the implementation of all initial and on-going training and development for the internship program
Implement strategic initiatives to aid in development, productivity and retention of the interns
Install cadence of reporting to increase awareness, alignment, and accountability
Hire, train and develop talent to support internship productivity metrics
Drive engagement in monthly executive leadership team meetings for additional accountability and insight
Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CDO realm to remain on the leading edge of the system and drive U5 FYC
Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures
Leverage CDO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM Results