What are the responsibilities and job description for the Private Client Group Experience Lead position at Hispanic Technology Executive Council?
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Northwestern Mutual (NM) has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and groundbreaking technology to best serve our clients!
What is the role?
As a Field Relations Business Lead, you will sit within the Advisor Solutions department. Advisor Solutions is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.
You will be responsible for mapping out business consulting processes, designing future state experiences, and providing top-level expertise and consultation to meet functional and cross-functional goals. This role is accountable for the overall results and ongoing utilization of adoption for assigned programs. Responsibilities may include defining the project structure into manageable work units, identifying needs and obtaining / prioritizing resources, managing overall scope and interdependencies, relationship management, communication, methods for monitoring and reporting on status, and organizational change management. You will work directly with leadership on priority initiatives, helping them understand how the work fits into the bigger picture and mitigating any difficulties that arise. As a trusted resource and advocate for Firms within the Private Client Group, this role is integral to our success.
Primary Duties & Responsibilities :
Engage with our sophisticated advisors focused on understanding the practice operations and advisor client engagement for increased adoption of all experiences.
Consulting on development and implementation of overall well-rounded communication strategy for Field and Home Office for Adoption Initiative (in collaboration with Field Communications).
Drives organization change consulting and methodology across the function, using accepted methodologies to implement a more prescriptive and proactive approach to how we inspire change in the field and within the function.
Develop actionable insights from field feedback and incorporate into adoption strategies and product development priorities
Coordinate with technology partners on high level impact analysis of proposed solution
Analyze the industry landscape including private client group awareness and a subject matter expert on priority initiatives.
Assist the business in developing a point of view on future state experiences
Qualifications :
Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and / or progressively responsible work experience.
Minimum 10 years of progressively responsible experience working closely with a financial services distribution system in a consulting capacity with ability to build relationships and gain traction.
Experience in project management and consulting work. Experience in aligning projects to corporate strategies.
Strong leadership, vision and strategy, decision-making and team-building skills. Excellent facilitation experience to include integrating staff from various functions, leading and influencing others who are not under direct control.
High level of credibility with the Network Offices and field management including excellent platform skills.
In depth knowledge of the distribution system, Network Office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle
Strong communication skills with ability to motivate a wide variety of audiences.
Strong interpersonal skills with proven ability to establish rapport at all levels of the home office and in the field.
Strong background in analytics and measurement.
Benefits :
Tuition reimbursement, commuter plans, and paid time off
Highly competitive compensation that include base salary plus bonus
Medical / Dental / Vision plans, 401(k), pension program
LI-Hybrid
Compensation Range : Pay Range - Start :
92,750.00
Pay Range - End : 172,250.00
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick here for additional information relating to location-based pay structures.
Grow your career with a best-in-class company that puts our clients interests at the center of all we do. Get started now!
We are an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
Salary : $172,250
