Responsibilities
Leadership
• Member of the executive leadership team and active participant in driving execution of Network Office annual strategies and 10-year vision
• Responsible for building the vision and strategic plan for Career Advisor growth, productivity & engagement
• Lead, manage, and professionally develop a marketing coordinator
Career Advisor Consulting and Practice Management
• Consulting and coaching career advisors and their teams (through a clear segmentation framework): Business Model Design, Team Development, Business & Operations Management, Strategic Planning, Integrated Planning, Client Acquisition & Engagement Models, Leadership Development, Accountability, Succession, Ensemble Platform
• Liaison between the NO and HO including but not limited to: Sales Enablement, Practice Management, PCG, Field Growth and Engagement, Continuity and Succession, NO product specialists
• Subject matter expert for Sophisticated Advisors and Teams: PCG and Ensembles
• Liaison/subject matter expert of Entity Advisor
• Partners with CA leaders and their team members toward vision attainment
• Facilitates the sharing of necessary communications across all constituents (NO, HO and CAs)
• Organization, facilitation and/or implementation of local programs/services
Strategic Relationships
• Relationship Owner - External Consultants to Career Advisors
• Maintain strong collaborative relationships with Managing Directors throughout the Network Office
• Liaison between the NO, Field Growth Partner and other home office executives
• Partner with MDs and the U5 Development team to align on O5 expectations for LOS 3-4 advisors
• Consult LOS 3-4 advisors on practice-management fundamentals, vision, business model development, goal setting, and revenue streams
• Educate advisors on strategic use of Network Office support services
Marketing & Brand (CMO)
• Provide strategic leadership for the Marketing Engagement (MEP) and Mentorship (MMP) programs, coaching and consulting advisors and their teams
• Direct marketing education, brand, and communications strategy for the Network Office
• Champion the Northwestern Mutual brand locally, guiding media relations, PR, accolades, and social and website strategy
• Set marketing priorities and direction, delegating hands-on execution - collateral, events, digital content, and production - to the marketing coordinator
• Develop Marketing Coordinator to become the key point of contact and subject matter expert on FR webpage and advisor's social media coverage
Role
Connection | Growth | Retention | Brand
The primary role of the Chief Growth / Marketing Officer is to consult with career advisors on productivity drivers & strategies, business model design, practice management, and leadership development to drive overall growth and retention through retirement, while providing strategic marketing, media relations, and client-experience direction to advisors and the Network Office.
Results
• Premium growth in LOS 5-19 of 5% YOY
• Pathfinder Star growth
• New Client Grid Enhancement achievement of 10%
• LOS 5+ New Asset Credit
• LOS 5+ Retention
Preferred Qualifications
• 10+ years Financial Services/Wealth Management experience
• Coaching experience
• Exceptional written, verbal, presentation and leadership skills
• Strong project management and collaboration skills
• Ability to think strategically while acting tactically
• Life & Health or Series Licensing
• Base salary of $150,000+, with bonus eligibility for exceeding performance metrics.
• Benefits include health insurance, PTO and 401k with match.
Please note that this role will be in the Skokie Office 4 days a week with an option to be remote on Friday's after an initial period of time with supervisor approval.
