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Asst Director - FX Business Lead

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What’s the role?   

If you have a passion, the background and applicable skills for defining future Field experiences, this may just be the opportunity you’ve been looking for! This role will report to Sr Director -HNW in Advisor Practices Team focused on expansion of service & capabilities for career advisors - especially large teams (immediate focus on HNW) and clients. This role requires strong Enterprise and field collaboration with general expertise in financial planning concepts as well as  compliance & supervision 

Specifically, you can expect to conduct Business analysis, provide input into the strategic vision, design /identify area of co-creation with the field & collaborate with & matrixed partners across the enterprise to create services and capabilities in effort to deliver the target experience for your area of accountability. Immediate focus will be on High Net worth services and capabilities and the role needs a person who can analyze and synthesize the details, collaborate and creatively define possibilities for future. Additionally, you will have responsibility for owning the strategy and execution of work within your respective workstreams. 

In this role as the workstream lead , you will be conducting analysis, document business requirements, pain point definition, impact analysis & provide options with recommendations that can span across operations, service or input into digital product

Deliverables for the role

1.       Ability to lead through all phases of the workstream within HNW initiative: Planning/Design/Implementation by bringing Client experience & Field experience lens to the workstream.  

2.       Showcase strong cross functional Enterprise Partnership, one who can both negotiate & create innovative solutions

3.       Ability to connect the dots across multiple sub-tracks and bring holistic approach. 

4.       Ability to conduct analysis, leveraging both NM & Industry research (if required), document Business requirements, conduct impact analysis & research to inform solution design /execution. 

5.       Bring forth options & recommendation with solution mindset.  

6.       Need to be strategic yet tactful where required to continue the progress.  

7.       Someone who can work in fast pace ambiguous situation and able to problem solve.  

8.       Shares solution design and business requirements with Change and Training leads to identify change impacts and training needs.  



  • Ability to transform business process through people/process technology and information insights, need innovative thinking
  • Advanced degree in business, finance or related field or an equivalent combination of education, field experience and /or progressively responsible work experience 
  • General knowledge of financial planning, compliance and supervision areas is required  Background in client experience & field experience is desired.  Minimum 7-10 years of progressively responsible experience working closely with a financial service in consulting capacity with ability t build relationship & gain traction. 
  • We are seeking someone with experience managing cross functional projects, dependencies, and bottlenecks, providing escalations management, anticipating and making tradeoffs. 
  • Excellent leadership, strategic, organizational and change agility and decision-making skills, learning agile including innovative and curious thinking.  High level of credibility with Network Office and field Management including excellent platform skills 
  • Strong project management skills with the ability to lead large complex projects involving multiple partners, process improvements, communications and change management.  Outstanding oral and written communication skills and ability to build relationships inside and outside team and successfully negotiate issues. 
  • Highly preferred FINRA Series 7 and Series 6


Compensation Range:

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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 click here for additiona l information relating to location-based pay structures.

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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.


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.