Northwestern Mutual

Assistant Director Practice Management

Northwestern Mutual • $118K — $178K *
Milwaukee, WI 53215In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, marketing, or related field; MBA, CFA, CFP, or ChFC preferred.
  • Formal coaching or consulting training/designation preferred.
  • Seven years of progressively responsible experience in financial services consulting, sales, marketing, or related function.
  • Three years of experience with industry practice management and/or Ensemble business model program preferred.
  • Strong communication and presentation skills, capable of leading content design and delivery.
  • Proven ability to prioritize consulting and project work, ensuring visibility and transparency of outputs.
  • High degree of self-motivation with strong interpersonal skills to build rapport at all organizational levels.

Responsibilities

  • Consult on Practice Management Level 1-3 content and support, coordinating delivery and referrals.
  • Leverage deep expertise in human capital, transition/succession, and practice efficiency.
  • Provide detailed support for potential and operational teams and ensembles.
  • Lead complex consultations and manage stakeholder communication and documentation.
  • Act as an escalation point for complex cases, guiding team members through challenges.
  • Drive improvements in client experience and quality of consulting interactions through best practice sharing.
  • Collaborate on content strategy and project leadership, ensuring alignment with industry trends.

Benefits

  • Opportunity for continuous learning and professional development.
  • Engagement with external strategic partners for content development.
  • Involvement in thought leadership and strategic initiatives within the financial services sector.
  • Flexible communication with varying levels of stakeholders, including senior leadership.
Full Job Description
Summary: Responsible for consulting to field leaders, advisors and teams, with additional complex consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.

Primary Duties & Responsibilities:

Consulting (70%):
  • Consulting Level 1- 3 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-3 content and support.
  • Consulting knowledge depth: Deep expertise in one or more of NM's Practice Management content areas including human capital, transition/succession, practice efficiency, and/or related.
  • Teams and Ensemble Platform: Ability to provide in-depth support for potential and operating teams and ensembles.
  • Complex consulting quarterbacking and ownership: Quarterback complex consultations with field, field leaders, performance team members and home office, including industry partners when appropriate. Responsible for consult ownership, stakeholder communication, resolution, and documentation for future team reference.
  • Team escalation point: Act as an escalation point within the team as a resource for complex cases.
  • Consulting quality and continuous improvement: Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement.


Subject Matter Expertise (15%):
  • Content: Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback. Act as an escalation point within the team for questions and content, coordinating with the Business owners and other areas for resolution, further escalating to others when required. Recognizes challenges and recommends process improvement.
  • Project leadership: Proactively leads others in design and delivery of materials related to subject matter expertise, practice management and thematic/topical content. Includes education and coaching of team members on content, language, consistent usage and updates. Brings the voice of the team back for ongoing content improvement.
  • External strategic partner coordination: Work with external strategic partners, acting as a main point of contact in content development, coordination and communication.
  • Thought leadership: Developing thought leadership and furthering related strategy, content, resources and social media, incorporating outside financial services industry perspective and trends.


Strategy, Communication & Presentations (15%):
  • Strategy: Participates in strategy development, communication and execution, occasionally representing and acting on senior leadership's behalf. Works within ambiguity to help identify, clarify and create opportunities for strategic improvement.
  • Field, field leadership, home office communication and engagement: Educate and communicate with partners regarding practice management tools and resources. Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.
  • Presentation responsibilities: Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.


Qualifications:
  • Bachelor's degree in business, finance, marketing, or related. MBA, CFA, CFP, or ChFC preferred.
  • Formal coaching or consulting training and/or designation preferred.
  • Seven years of progressively responsible experience in financial services consulting, sales, marketing, or related function, with experience in field-facing business consulting and management, within NM preferred.
  • Three years of experience with industry practice management and/or Ensemble business model program preferred.
  • Strong communication and presentation skills with ability to lead content design and delivery.
  • Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
  • Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including senior leaders, consultants and external partners.
  • High degree of self-motivation, self-starter, and leadership with initiative in sharing information, contributing towards group goals and accepting responsibility for results.


Compensation Range:

Pay Range - Start:
$118,960.00

Pay Range - End:
$178,440.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Northwestern Mutual Careers

Joining Northwestern Mutual presents a unique opportunity to be part of a team that is dedicated to empowering personal and professional growth, innovation, and leadership in the financial services industry. As a company renowned for its commitment to excellence and a culture that values diversity and inclusion, Northwestern Mutual offers unparalleled job opportunities for both seasoned professionals and those at the start of their careers.

Work You’ll Do

At Northwestern Mutual, we believe in building strong relationships not only with our clients but also among our team members. By joining our team, you will collaborate with some of the most talented professionals in the industry, all united in their commitment to leadership and innovation. Our employees are equipped with top-tier benefits and diversity training that ensure their career journey is both rewarding and inclusive.

Explore Professional Growth and Development

Northwestern Mutual is committed to fostering an environment where career growth is not just a possibility but a priority. With a variety of positions available, from financial representatives to internships for budding professionals, our company is a place where your skills and passion can thrive. We provide extensive training programs and leadership development opportunities that prepare you for success in your current role and beyond.

Innovative Work Environment

Our team at Northwestern Mutual is at the forefront of integrating cutting-edge technology and innovative financial strategies to provide exceptional service to our clients. This focus on innovation is not just about staying current; it's about leading the way in the financial sector. Employees at all levels are encouraged to contribute ideas and take initiative, driving the company forward as a leader in the financial industry.

Be Part of Our Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Northwestern Mutual; they are integral to our company culture and business strategy. We are committed to creating a workplace where all employees can flourish. Our diversity training programs are designed to enhance understanding and foster an inclusive environment for all team members.

Networking and Career Advancement

Networking within Northwestern Mutual opens doors to expansive career advancement opportunities. We encourage our employees to engage in internal networking events, which often lead to mentorship and further career development. Whether you are looking to enhance your resume, prepare for an interview, or step into a leadership role, Northwestern Mutual provides the resources and support to help you achieve your professional goals.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to take their career to the next level. Explore the job opportunities and internships available at Northwestern Mutual and find out how you can contribute to our legacy of innovation and leadership.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Northwestern Mutual.

SEARCH NORTHWESTERN MUTUAL JOBS

Join us and start your journey at Northwestern Mutual today, where your career is nurtured, your skills are honed, and your achievements are celebrated.
Learn more about Northwestern Mutual
Size
7,000 employees
Industry
Finance & Insurance
* Ladders Estimates

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