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Asst Dir Practice Management

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Summary

The Practice Management Team at Northwestern Mutual is the preferred partner advisors choose to help them build a profitable integrated business that puts them at the center of their clients' financial lives. Practice Management services consult to field leadership, career advisors, ensemble practices and their teams. Responsible for building out, maturing and supporting the Ensemble practice model; developing and executing on a strategic direction for succession planning, and other strategic operational projects across all field practice models. This role will facilitate and drive strategy development and execution as it relates to Practice Management support, services and operations. The role would work with Distribution Strategy leaders and industry experts to mature the Ensemble Platform as well as develop and execute on a comprehensive strategy for succession planning.
Be tightly connected to research and development of Practice Management, Succession and Ensemble Platform systems within the financial services industry and within Northwestern Mutual, serve as a thought leader to internal business partners and to the field around the Practice Management and Succession disciplines. Support and serve as a subject matter expert to priorities and initiatives that are integral to Practice Management in order to advance support across all practice models. Additionally, the role would work to develop cross-functional relationships to create Practice Management advocates with Home Office Business Partners and the Field as well.

Primary Duties and Responsibilities

  • Help preferred partner advisors build a profitable integrated business that puts them at the center of their clients' financial lives.

  • Consult to field leadership, career advisors, ensemble practices and their teams.

  • Responsible for building out, maturing and supporting the Ensemble practice model.

  • Develop and execute on a strategic direction for succession planning, and other strategic operational projects across all field practice models.

  • Facilitate and drive strategy development and execution as it relates to Practice Management support, services and operations.

  • Work with Distribution Strategy leaders and industry experts to mature the Ensemble Platform as well as develop and execute on a comprehensive strategy for succession planning.

  • Serve as a thought leader to internal business partners and to the field around the Practice Management discipline.

  • Support and serve as a subject matter expert to priorities and initiatives that are integral to Practice Management in order to advance support across all practice models.

  • Develop cross-functional relationships to create Practice Management 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.

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W e 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 Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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