Assistant Director Practice Management

• 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.

• 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: 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.

• 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.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

What We Do

You’ll Like It Here At Northwestern Mutual we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company our focus is our people — whether professional development or investments in the community. 

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