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Senior Director, FP&A – Wealth

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


We are seeking a highly experienced and strategic Senior Director of FP&A to support the Northwestern Mutual Wealth & Investment Management business. In this role, you will be responsible for leading the financial planning and analysis function, providing critical insights and recommendations to drive strategic decision-making and optimize financial performance. As a key member of the finance leadership team, you will collaborate closely with cross-functional stakeholders to ensure accurate forecasting, budgeting, and reporting processes. The ideal candidate will possess strong analytical skills, business acumen, and a proven track record in FP&A within the wealth management industry.

Primary Duties & Responsibilities:

  • Provide insightful analysis of financial performance, trends, and key drivers to support decision making at the executive level.
  • Prepare and present accurate and insightful financial reports, dashboards, and presentations to senior leadership and stakeholders.
  • Develop and maintain financial models, scenario analysis, and sensitivity analysis to assess business performance and identify areas for improvement.
  • Drive budgeting and forecasting processes, ensuring accuracy, timeliness, and alignment with strategic objectives.
  • Collaborate with senior leadership and cross-functional teams to provide financial insights and recommendations for strategic initiatives, investments, and business opportunities.
  • Conduct ad-hoc financial analysis to evaluate potential risks and opportunities, enabling proactive decision-making and effective resource allocation.
  • Support the development and evaluation of business cases, including financial impact assessment and ROI.
  • Develop and maintain key performance indicators (KPIs) and metrics to monitor financial performance and drive accountability.
  • Manage and develop a high-performing team, providing guidance, coaching, and mentoring to ensure professional growth and performance excellence.
  • Foster a collaborative and inclusive team environment, promoting knowledge sharing and cross-functional collaboration.
  • Set individual and team goals, monitor progress, and provide regular feedback to drive continuous improvement.


  • Bachelors degree in accounting, finance, or other business required
  • Masters of Business Administration (MBA) or Certified Public Accountant (CPA) preferred
  • Minimum of 10 years of relevant experience in positions with increasing financial management responsibilities
  • Exceptional people leadership capabilities to create an engaging work environment
  • Intellectual agility, analytical and problem-solving abilities and well-developed presentation skills.
  • Ability to develop rapport and maintain effective relationships throughout the Company and influence decision making without authority
  • Strong business acumen with an ability to understand and synthesize company-wide results.
  • Demonstrated ability to overcome obstacles and lead through change.


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.

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.