Sr Dir Field Ventures

Northwestern MutualMilwaukee, WI
1d

About The Position

The Senior Director, Field Ventures plays a pivotal role in driving field growth and innovation. This strategic leader will collaborate with Regional Vice Presidents (RVPs) and Principals to design and execute robust field growth strategies. This role requires a deep understanding of the industry, ability to navigate complex issues, and a proven track record in leadership and consulting.

Requirements

  • Bachelors degree in a related field.
  • Minimum of 10+ years of experience in the financial services industry.
  • Ability to thrive in an entrepreneurial culture.
  • Critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
  • Strong leadership and project management skills.
  • Strong negotiation, communication and presentation skills.
  • Exceptional analytical skills with the ability to draw conclusions and identify and quantify performance gaps.
  • Ability to work collaboratively in a team environment.
  • Exhibit an understanding of economic and other forces affecting the financial services industry.
  • Engages in and models courageous and constructive dialogue; confidence to offer a new and potentially challenging idea to foster conversation and critical thinking; ability to deliver difficult / complex messages and help others understand multiple points of view.
  • 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.
  • Proficient in Excel, Word and PowerPoint.

Nice To Haves

  • Advanced graduate degree and excellent academic record desired (e.g. MBA, JD).

Responsibilities

  • Collaborate closely with the regional vice president and principals to develop and implement effective field growth strategies that align with organizational goals.
  • Consult with field leaders to recruit experienced producers and develop strategies to retain current advisors, ensuring the sustainability and growth of field operations.
  • Curate and analyze competitive intelligence to guide strategic decision-making.
  • Participate in cross-functional projects, collaborating with various departments to design solutions to highly-complex issues.
  • Leads the deal process from start to finish and ensures the successful execution (up to and including ensuring exit strategies are executed successfully).
  • Oversees the development of complex financial models and projections by analysts.
  • Stay abreast of industry trends and share learning with functional partners to drive continuous improvement and innovation.
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