MilwaukeeRecruiter Since 2001
the smart solution for Milwaukee jobs

Sr. Director, Advisor Practices - Advisor Desktop

Company: Northwestern Mutual
Location: Milwaukee
Posted on: January 16, 2022

Job Description:

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves.

This role sits in the Advisor Practices team which is responsible for ensuring Northwestern Mutual is the best place for large, wealth management practices to grow their businesses.

Reporting to the , Sr. Director, Advisor Practices you will be the business lead accountable for the end to end ownership that includes business strategy, enablement, and activation of Advisor Desktop.


  • Engage with our sophisticated advisors and represent the department as needed attend and represent the department at the senior most meetings.

    • Work cross functionally as accountable business lead for the end to end advisor desktop strategy.
    • Lead the program leadership team of Advisor Desktop governance model
    • Lead the field cocreation for developing Advisor Desktop vision and experiences that form the basis of business requirements
    • Decision maker for prioritization based on competitive intel and field feedback
    • Analyze the industry landscape for advisor desktop that includes wealth management experiences in advisor desktop

      • Ensure the sophisticated advisors are enabled on advisor desktop platform
      • Lead with a point of view on future state experiences in advisor desktop

        Bring your best! What this role needs:

        • Advanced degree in Business, finance or related field or an equivalent combination of education, field experience and/or progressively responsible work experience.

          • Minimum 10 years of progressively responsible experience working closely with a financial services distribution system in a leadership capacity with ability to develop, lead, manage, and collaborate on multiple projects.
          • Digital experience strategy and a proven ability to be a business and technology thought leader. Industry expertise of advisor desktop strongly desired.
          • Strong leadership, vision and strategy, decision-making and team-building skills.
          • High level of credibility with the Network Offices and field management. A proven collaborator and influencer.
          • In depth knowledge of the distribution system, Network Office operations, Northwestern Mutual's products, marketing approaches and sales and career cycle

            • Strong communication skills with ability to motivate a wide variety of audiences.
            • Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and in the field.
            • Demonstrated ability to think strategically and to design cost effective solutions to address long-range distribution system needs
            • Industry experience on advisor desktop or wealth management experiences a plus



              This job is not covered by the existing Collective Bargaining Agreement.

              Required Certifications:

              Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!

              We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

              If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

Keywords: Northwestern Mutual, Milwaukee , Sr. Director, Advisor Practices - Advisor Desktop, Executive , Milwaukee, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Milwaukee RSS job feeds