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Field Succession Consultant

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


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.

Reporting to the Assistant Director, Practice Management Execution, the Financial Advisor, Practice Management Consultant; creates and delivers the experiences, content, processes, and metrics that support advisor practices though Succession and Continuity planning and Ensemble teaming consulting and support. Provide 1x1 consultations with advisors to design and execute succession/continuity plans. Assist advisors with the execution of Ensemble teaming agreements and documentation for Strategic Groups or Succession Affiliates. Designs and delivers improvements of processes, systems, policies, communications, and enabling technology. Develops and delivers learning content, virtual learning, scripting and revisions to best practices, and facilitation of workshops and other learning venues. Works across the enterprise to ensure effective implementation of distribution strategies and initiatives.


  • Bachelor's degree in organizational development, education, training, consulting, or related field, or equivalent work experience.

  • Minimum of five years of experience in talent learning and development or consulting, with a demonstrated record of collaborative problem solving, learning needs assessment, and training content creation.

  • Demonstrated ability to manage the content, process and dynamics of collaboration.

  • Proven ability to be responsive to changing business needs, manage and prioritize concurrent assignments, and handle ambiguity.

  • Strong written and oral communications skills with demonstrated ability to communicate technical information and concepts to clients with tact and diplomacy; strong facilitation skills preferred.

  • Applies Agile/Lean principles to promote efficiency and flexibility

  • Ability to write professional program and presentation content, brochures and documentation

  • Understands print, video, interactive, and eLearning development processes.

  • Devises processes for tracking and measuring data and information so that program usage and results can be tracked for measurement and process improvement purposes

  • Demonstrated ability to turn concept into a field deliverable. Proven experience in creating and delivering compelling messaging, packaging and communication of presentations/programs.

  • Experience must demonstrate comfort in dealing with ambiguity and ability to change direction on the fly.

  • Must be able to influence change at times without management authority by influencing others to meet deadlines and quality expectations.



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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 additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s 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.


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.