Practice Management Consultant Specialist

• Consulting Level 1-2 delivery and referral coordination: Triaging delivering and referring Practice Management Level 1-2 content and support.
• Consulting knowledge depth: Expertise in one or more of NM's Practice Management content areas including human capital transition/succession practice efficiency and/or related.
• Teams: Ability to provide in-depth support for potential and operating teams (strategic groups).
• Consulting quarterbacking and ownership: Quarterback teaming 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.
• 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. Recognizes challenges and recommends process 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 Administration or related field or an equivalent combination of education and/or progressively responsible work experience.
• Minimum five years of progressively responsible experience in financial services or other business administration functions to include a minimum of 2 years organizational and project management skills with ability to prioritize lead manage and collaborate in multiple projects.
• Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
• Strong leadership decision-making and team-building skills.
• Strong communication skills (oral and written) with ability to make presentations and create written reports.
• Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including consultants and potential partners.
• Strong analytical and research skills with proven ability to absorb complex information and independently solve problems in a dynamic environment.
• High degree of self-motivation with leadership and initiative in sharing information contributing towards group goals and accepting responsibility for results.
• Ability to travel as needed.
• Experience working with Northwestern Mutual Field audience.

• Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers solicits customer requirements utilizes domain knowledge and collaborates with the right stakeholders.
• Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
• Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation prioritization sequencing and/or design of digital product enhancements to maximize value to the field and increase the effectiveness of adoption.
• Interpersonal Savvy: Relates well to all kinds of people inside and outside of the organization. Builds appropriate rapport constructive and effective relationships. Uses diplomacy and tact and diffuses high-tension situations comfortably.
• Learning Agility & Critical Thinking: Pursues learning and obtains knowledge continuously in relevant fields methods or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities execute solutions and measure impact to constantly improve existing practices and processes based on feedback lessons learned and market trends.

• 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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