Assistant Director - Practice Management Consulting

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 13 content and support.
• Consulting knowledge depth: Deep expertise in one or more of NMs Practice Management content areas including human capital transition/succession practice efficiency and/or related.
• Teams and Ensemble Platform: Ability to provide indepth 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 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 occasionally representing and acting on senior leaderships 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 crossfunctional 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:

• Bachelors 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 fieldfacing 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 selfmotivation selfstarter and leadership with initiative in sharing information contributing towards group goals and accepting responsibility for results.

Pay Range End:

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas seek challenges assume leadership and continue to focus on meeting and exceeding business and personal objectives.