Assistant Director, Private Client Group

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD), which 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.

Summary

The Assistant Director Private Client Group (PCG) will work with Advisor Practices, Career Distribution, enterprise partners, industry experts, and the field to improve how NM supports our best practices getting better, and build PCG into a community that supports, encourages, and attracts growth in its members.

This role will facilitate and drive strategy development and execution as it relates to Private Client Group support, services and operations. The role would work with Distribution Strategy leaders and industry experts to mature the PCG program.

• Be tightly connected to research and development of the PCG program within the financial services industry and within Northwestern Mutual.
• Serve as a thought leader to internal business partners and to the field around the PCG program.
• Support and serve as a subject matter expert to priorities and initiatives that are integral to PCG in order to advance support across all practice models.

• Work to develop cross-functional relationships to create PCG advocates with Home Office Business Partners and the Field as well.

Primary Duties and Responsibilities

• Help PCG advisors build a profitable integrated business that puts them at the center of their clients' financial lives.
• Consult to field leadership, career advisors, PCG practices and their teams.
• Responsible for building out, maturing and supporting the PCG program.
• Facilitate and drive strategy development and execution as it relates to PCG support, services and operations.
• Work with Distribution Strategy leaders and industry experts to mature PCG as well as develop and execute
• Serve as a thought leader to internal business partners and to the field around the PCG Community and Practice Excellence.
• Develop cross-functional relationships to create PCG advocates with Home Office Business Partners and the Field as well.

Qualifications

• Bachelor's degree in business, finance, marketing, or related field or an equivalent combination of education and/or progressively responsible work experience.
• Minimum ten years of progressively responsible experience in financial services or other business, finance, and marketing functions, with experience in client-facing business consulting and management or other related experience.
• Strong leadership skills including but not limited to strategic agility, priority setting, managing and measuring work, organizational agility, influencing skills, and drive for results. Strong problem-solving, critical thinking, decision-making as well as skills in business and financial analysis.
• Strong communication skills (oral and written) with ability to design and deliver presentations and create written reports with regards to both operational results and future operational strategy.
• Demonstrated ability to successfully manage multiple large scale, complex projects to independently solve complex business problems in a dynamic environment.
• Proven ability to navigate and quickly establish rapport at all levels of the home office and third parties.
• High degree of self-motivation and thought leadership to take the initiative for sharing information, contributing towards group goals and being accountable for results.
• Experience with Financial Services Practice Management or Ensemble business model philosophies/programs and/or business consulting.
• MBA desired.

#IN-POST

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$97,930.00

$139,900.00

Please note that this 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 click here for additional information relating to location-based pay structures.

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.

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We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.